The world of CRM is populated with all kinds of “solutions.” We use quotation marks here before many of these so-called customer relationship management “solutions” are anything but.


That said, there are only two real options for the vast majority of businesses: Salesforce or Dynamics 365. They’re both industry leaders, and they both have their fair share of solid reviews.


So, which should you choose?


The bottom line? There’s no contest: Microsoft Dynamics 365 trounces Salesforce.


Don't take our word for it. In the recent Forrester Wave report Microsoft is ahead in’s traditional sales software.  Forrester concluded - "Microsoft is a best fit for companies looking to capitalize on the productivity gains of their other Microsoft cloud investments..." – which is fairly obvious. But interestingly, they will go on to say: “...and those companies that are …looking to disrupt their peers with Artificial Intelligence (AI) and machine learning.” (CLICK HERE to see more.)

Why Dynamics 365 is the Best Option
Salesforce has spent an awful lot of money over the years making themselves out to be the best CRM out there. They have millions of users, and they paint themselves as the obvious choice. But, when you’re picking a CRM that you plan to use for years to come, the question is: how will this CRM develop in future years?

When it comes to the future, we’re convinced that Dynamics 365 is the way to go. That’s why we’ve helped one client after another make the switch from Salesforce to Microsoft Dynamics.

If you’re not yet convinced, we don’t blame you. Salesforce might still seem like an attractive option. That’s why we’ve put together this list of reasons why Dynamics is the way to go. Keep reading to learn more.


The Cost Factor
Let’s be frank here: Salesforce is expensive. It’s literally almost twice as expensive as Dynamics 365. Plus, Dynamics actually offers more features than Salesforce does. That’s what we call value!

On top of this, Salesforce has all sorts of expensive and non-inclusive “add-on options.” A good example of this is when it come to licensing. With Microsoft Dynamics 365, you get access to Customization, Marketing, Sales, and Service, all under one license. If you go with Salesforce, you have to pay for each of those service individually. What a headache!


There are a lot of reasons that going with Dynamics 365 makes sense. Out of all of them, though, integration might be the most important. At the end of the day, Dynamics integrates better with your organization’s other technologies than Salesforce does. It doesn’t matter whether you’re talking about Office 365, Outlook (Exchange), SharePoint, or Yammer. Regardless, Dynamics 365 integrates with these other programs at the click of a button.

How does this actually look when it comes to your day-to-day operations? Take email tracking as an example. You can technically track emails with both Dynamics and Salesforce. But, if you’re using Dynamics 365, you can actually run the program inside of Outlook thanks to the Microsoft integration. Your sales team will save a massive amount of time thanks to these kinds of integrations.


Easy to Use
When selecting a company-wide CRM, it’s important to prioritize ease of use. You want all of your team members to actually use the software. Using Dynamics 365 couldn’t be easier: it’s incredibly similar to other Microsoft software that they’re already familiar with. If they’re already using Word, Excel, or Outlook, then transitioning them to Dynamics will be easy.


Ownership of Data
You may not have ever considered it, but: who owns your CRM data? Believe it or not, Salesforce actually makes you pay an additional fee if you want to backup your data and access their API. On the flip side, Dynamics 365 offers free API access as part of your subscription. Plus, your CRM information is available anytime.


Software Development
Dynamics 365 is particularly universal in that it makes use of common programming languages like Java, HTML, and the .NET framework. Meanwhile, Salesforce uses its own programming language called Apex. It’s easy for Dynamics 365 companies to customize their software solution, but Apex customization is quite limited. Plus, it’s not easy to find a developer that can actually work with Apex.

If you ever need to transition your Dynamics 365 system from external to in-house hosted, doing so is simple. It’s possible to do this with Salesforce, too, but it’s both expensive and challenging. Before you can even get started, you’ll need to sign up for the unlimited version of Salesforce. Is it just us, or are we really racking up costs with Salesforce?


Extra Fees
Speaking up racking up fees, Salesforce is known for its hidden costs. Its add-on features can get expensive, but many of them are built-in to Dynamics 365. And, if they aren’t included with Dynamics, adding them is generally cheaper than with Salesforce. A quick example: while Dynamics storage is about $10 per GB, comparable storage with Salesforce can run as much as $250!


One of the great things about Dynamics is how easy it is to deploy. You can set it up as SaaS, private hosting, via an on-premise option. Salesforce doesn’t offer this flexibility: cloud hosting is the only option available to you. Some organizations simply can’t take the cloud hosting risk.


Visualizing Data
In the modern tech-centered world, data drives the vast majority of company decisions. With this in mind, it’s astonishing that Salesforce users have to manually refresh their dashboards in order to see up-to-date data, while Dynamics 365 CRM dashboards are updated in real time. Plus, you can opt to include Power BI reports in Dynamics 365 if your organization uses them.


Microsoft Dynamics 365: The Obvious Choice

There’s no question that Dynamics 365 is the way to go. As a CRM solution, it’s custom tailored to fit your needs as they grow and evolve.

Are you ready to get started with Microsoft Dynamics 365? If so, JourneyTEAM is here to help. We’ve worked with countless businesses to help them transition from Salesforce to Dynamics, and we’re ready to help you do the same! Visit our website at, or call us at 800.439.6456 to get started. Click here to see more about this article.



Article by: Dave Bollard - National Director of Marketing

JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more.

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