Microsoft Dynamics CRM vs Salesforce - Locus IT Services

Microsoft Dynamics CRM vs Salesforce

Locus IT ServicesMicrosoft Dynamics CRMMicrosoft Dynamics CRM vs Salesforce
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Microsoft Dynamics CRM vs Salesforce

Microsoft Dynamics CRM vs Salesforce are reputable Customer Relationship Management (CRM) brands from two of the biggest names in global software. While Microsoft is well known for its consumer and business software including the ubiquitous Windows and Office platforms, Salesforce is more of a Customer Relationship Management (CRM) purist.

Microsoft Dynamics is heavily integrated into other Microsoft applications. The platform utilizes the design language similar to other Microsoft software, making it easier for anyone who’s already familiar with the look and feel of modern Microsoft applications to feel right at home.

CRM vs Salesforce Pros and Cons

1. Microsoft Dynamics CRM


  • Fantastic Integration with Microsoft tools
  • Modern look and feel
  • Sales App with predictive analytics
  • Smart Automation functions


  • Some plans are pricier than Salesforce equivalents
  • Possibly less appealing if your business is on Google suite

2. Salesforce


  • Industry-leading CRM supplier
  • Brilliant third-party app integrations
  • Sales Cloud and Service Cloud functions
  • Modern ‘Lightning’ Interface


  • Lacks some Microsoft-specific integrations that Dynamics has
  • Larger array of tools and services can feel overwhelming at first

CRM vs Salesforce Dashboard View

The majority of the various Microsoft Dynamics services use a dashboard as their starting point similar to Salesforce. In MS Dynamics CRM (Customer Relationship Management) for Sales, for example, the dashboard supplies current sales revenue, the average deal size, and your sales force’s lead conversion rate.

Dashboards are totally customizable and usually take the form of a tiled interface with large lettering for key numerical data, as well as large charts and graphs.

Sales App

The initial starting point for many is Microsoft Dynamics for Sales. This core CRM application uses predictive analytics to better enhance the sales team’s snapshot data and help make better decisions. This is where Microsoft’s LinkedIn integration comes into picture; the LinkedIn Sales Navigator leverages your professional network to get introductions to potential leads through a mutual connection.

Beyond sales there’s a customer service module that can present key data such as open cases and email history as a dashboard or you can drill deeper with a timeline of interactions.

Microsoft Dynamics also uses a guided three-step process for dealing with customer services issues. Harnessing Microsoft’s server power, Dynamics offers intelligent keen chatbots that can help customer service agents surface important information about their customers.

For companies that need it there are also project and field service modules to help manage ongoing services delivered to a client, as well as those times your company needs to send a technician into the field.

Smart Automation

Microsoft offers some supportive, smart automation, and a big emphasis on graphics to help absorb information rapidly. The big deal with Dynamics CRM is it is very easy to integrate with other Microsoft software. This is something the Salesforce essentially can’t compete with and should be a major consideration for any business already using a variety of Microsoft services.

Take Outlook 365 webmail, for example. The MS Dynamics Sales module has a feature called Microsoft Relationship Sales that can automatically pull information from Dynamics into Outlook.

On top of that, the same feature can pull in the LinkedIn data to give you a better understanding of the potential and current clients. Microsoft Dynamics offers on-premise or self-hosted options for its software whereas Salesforce is an entirely cloud-hosted service.


Widely known as one of the best CRM (Customer Relationship Management) systems around, Salesforce has much cause for confidence. Where Dynamics has its own modules, Salesforce has its various “clouds”, such as Sales Cloud and Service Cloud. These two forms the major components of salesforce CRM solution.

Sales Cloud offers all the essential features you need for CRM (Customer Relationship Management), such as managing opportunities, leads, contacts, accounts, and email integration (Gmail and Outlook). Then again, users can access Salesforce data from within their Gmail account.

Service Cloud likewise offers a number of essential features such as the ability to chat with customers across multiple platforms including IM, SMS, and Social media. There’s also an integrated field service option and the ability to see all communication with particular customers.

Salesforce Lightning Interface

What truly sets Salesforce apart, however, is its intuitive Lightning interface, which uses a mix of tabs, lists, and customizable dashboards with tiled components, similar to Dynamics, offering at-a-glance data.

Salesforce additionally has its Einstein analytics for automated insights into the business, and Chatter is an internal social network where employees can post information publicly to the rest of the team to keep the communication lines open.

As we said earlier the key to deciding on a CRM is finding a service that fits your needs in terms of functionality and customizability. For that you should take all factors into account. Locus IT provides such services. To get a personalized proposal and solution for your business please contact us.

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