The CRM market is rapidly expanding. CRM software allows businesses to collect, organise, and manage customer data efficiently. While many CRM software options are available to businesses, Microsoft Dynamics and Salesforce have been the top two leading cloud-based CRMs, allowing users to access customer-related information and manage interactions with customers virtually from anywhere. The most frequently asked question is which is better, Microsoft Dynamics or Salesforce. We conducted a Microsoft Dynamics 365 CRM vs. Salesforce: A detailed comparison. Join FITA Academy‘s Microsoft Dynamics CRM Training in Chennai, which offers advanced certification training and 100% job placement assistance.
Microsoft Dynamics 365 CRM vs Salesforce
Platform and deployment options
- There are two versions: cloud and on-premises.
- Specifically designed and built for the cloud.
Integrations
- On Microsoft AppSource, there are fewer integrations than there are for Salesforce. However, Microsoft provides more native integrations that do not require connectors.
- AppExchange has over 3,000 apps available, as well as a partner program.
Reporting
- It includes built-in reporting, allowing non-technical users to create reports on demand. Because of the native integrations with the Microsoft 365 suite, you can extract even more value from your data.
- It also has reporting capabilities built in.
AI
- The AI features of Dynamics 365 are included with the CRM at no additional cost.
- Einstein’s AI is said to be superior to Microsoft’s. However, it is only available as a paid add-on.
Let’s get started by going over the above points in greater detail.
The platform and deployment options
Dynamics 365, provides both cloud and on-premise solutions. For example, Sales and Service are available entirely in the cloud, whereas Finance and Operations are also available on-premise. Perfect if your company is still debating whether to move its core systems to the cloud. D365 CRM also includes a search bar to help with navigation.
On the other hand, Salesforce was created and designed for the cloud. Excellent if your company is fully committed to storing data on a remote server and switching to browser-based and mobile-friendly software.
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The variety of integrations
Is there more than out-of-the-box software? Don’t be concerned! Microsoft and Salesforce provide a plethora of application add-ons to help you customise the system to your specific needs. Browse Microsoft’s AppSource and Salesforce’s AppExchange for third-party applications and integrations if you require more than their native add-ons.
Conversely, Microsoft has made significant investments in app connections and is rapidly catching up to Salesforce. Furthermore, Microsoft’s native integrations with their other popular, market-leading products, such as Microsoft Power BI and PowerApps (which enable you to turn your data and existing connections into custom apps), Office 365, and Teams.
Salesforce connects to these popular Microsoft apps, but the native integration of Dynamics 365 is far superior because Microsoft owns these products. If your company has invested significantly in Microsoft products, Dynamics 365 CRM may be the best option due to improved synchronisation and user interface familiarity.
The reporting capabilities
D365 CRM has an intriguing slant. It integrates seamlessly with Power BI because it is part of the Microsoft family. This powerful business intelligence tool allows you to extract more value from your data. You can not only create reports and access pre-built dashboards, but you can also get a detailed picture of any situation at any time.
On the other hand, Salesforce can assist you in making sense of your data, determining the best times to follow up with leads, prospects, and customers, and generating sales.
How simple it is to connect to other business systems
Microsoft provides a variety of different business systems in addition to CRM. Two popular ERP systems are Dynamics 365 Finance and Operations and Dynamics 365 Business Central. There are also Office 365 and Microsoft Teams to consider. All of these can easily connect to Dynamics 365 CRM without the use of connectors.
Salesforce, on the other hand, in terms of integrations, is a stand-alone CRM system. You’ll need connectors to connect Salesforce to other business systems, such as your ERP and business communication platform. The more plans you have, the more expensive this can be.
Conclusion
This blog goes into greater detail about Microsoft Dynamics 365 CRM vs. Salesforce: A detailed comparison. Join CRM Training in Chennai, which provides the best certification training with placement assistance.
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