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Dynamics 365 Sales vs Zoho CRM comparison

 

Comparison Buyer's Guide

Executive SummaryUpdated on Dec 19, 2024

Review summaries and opinions

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Categories and Ranking

Dynamics 365 Sales
Ranking in CRM
13th
Average Rating
8.6
Reviews Sentiment
7.1
Number of Reviews
12
Ranking in other categories
No ranking in other categories
Zoho CRM
Ranking in CRM
5th
Average Rating
8.0
Reviews Sentiment
7.1
Number of Reviews
52
Ranking in other categories
Opportunity Management (3rd), Sales Force Automation (3rd)
 

Mindshare comparison

As of May 2025, in the CRM category, the mindshare of Dynamics 365 Sales is 0.5%, up from 0.2% compared to the previous year. The mindshare of Zoho CRM is 3.0%, down from 4.6% compared to the previous year. It is calculated based on PeerSpot user engagement data.
CRM
 

Featured Reviews

IlyasAhmad - PeerSpot reviewer
A versatile and scalable CRM solution that streamlines business processes with its user-friendly interface and seamless integration with Microsoft platforms
The support they provide is quite commendable. When I was exploring various features of Office 365, being relatively new to it, I encountered a few challenges. Upon raising a support ticket on the Microsoft platform, I not only received prompt emails but also phone calls and engaging sessions. The Microsoft support engineers proved to be very helpful, and I appreciated their structured escalation metrics. Starting with basic assistance, they escalate the ticket to senior technicians if needed, ensuring comprehensive problem resolution. Another notable aspect is the abundance of Microsoft support resources, including videos, articles, and documentation, providing ample guidance for users. The support system offers a wealth of information, making it a valuable resource for problem-solving. I would rate it nine out of ten.
AmerKhan - PeerSpot reviewer
Diverse integrations assist in seamlessly aligning marketing efforts with sales tracking
Zoho CRM is flexible due to its integrations, like with Zoho Campaign, helping integrate marketing efforts with CRM processes. It offers a no-cost entry with the ability for three users to use it at no charge, which is beneficial for startups to explore the platform without financial strain. This enables me to start using the platform, handle opportunities, and get a feel before committing financially.

Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Pros

"Microsoft 365, in its entirety, provides a collaborative environment that allows me to connect to multiple tools, including email, drive, and cloud hosting folders."
"Dynamics 365 Sales has a sales feature that is easy to use. It is easy to understand and use."
"It allows effective management of the follow-ups of leads and potential opportunities."
"Dynamics 365 Sales assists in streamlining the sales cycle by reducing it by 30%."
"Dynamics 365 Sales offers robust integration capabilities with third-party tools, complemented by our in-house developed applications. We've tailored our pricing within Dynamics 365 to suit our specific needs, collaborating closely with our teams for its development. Leveraging Azure and Microsoft Office 365 integration, Dynamics 365 becomes even more powerful."
"The solution is fast."
"Dynamics 365 Sales is a stable solution with good documentation."
"The most valuable features of Dynamics 365 Sales for us are the standard functional power platform applications for business processes."
"The whole forecasting and pipeline management is very good."
"The initial setup is pretty fast."
"I like that it is easy to get data in and out of it. We can export and import CSV files. I also like that the database is hierarchical, which allows me to be able to look at a parent and multiple children."
"The dashboards and visualizations help us see how different markets perform. I find the dashboard feature most valuable because it's easy to visualize data. I've been trying to use the built-in quotations feature, which could reduce turnaround time. We're not using many automation features for record management and opportunity tracking. I'm trying to integrate Zoho CRM with Zoho Flow for quotation submission workflow."
"What I like most about Zoho CRM is its configurability. We can adapt it to our needs in terms of the sales process. It has automation capabilities, but we mostly use it as a static system, except for sending emails and information about updated products."
"Customer tracking, order management, sales tracking and PO tracking provide efficiency."
"Zoho CRM has been a really good product. From a basic CRM perspective, we use it to maintain the details of our company's customers."
"The solution is always stable."
 

Cons

"The solution’s stability could be improved."
"However, having more dashboards and customizable templates, specifically tailored for sales in Dynamics 365, would enhance its usability even further. Being able to create custom dashboards would be particularly beneficial."
"The solution needs to include accurate and free online tutorials."
"Making it more budget-friendly would be beneficial."
"I have not noticed anything that I would recommend for improvement so far."
"They could improve the product's integration with Teams for seamless collaboration and enhanced administrative functionalities to reduce manual tasks."
"The solution needs an improved connection to AI."
"There's room for improvement in the pricing models."
"I would like to see better integration with Zoho Creator."
"The integration should be more user-friendly."
"I would like to see more integrations and customization options in the next release."
"The chatbot feature is not very intelligent and lacks AI capabilities."
"There are at least two big pieces. One is just the ability to reorganize the data and clean it up to eliminate duplicates and things like that. It is very manual at the moment. It only gives us certain fields that we can check on. Because of our particular database, it creates a problem. We deal with hospitals, and there are 50 hospitals. It is tough to figure out which one is which. Is it this one or the other one? So, trying to clean things up is very difficult. I'd like to have more ability to share data fields. The data is structured into different buckets, and I frequently have to create the same field in two different buckets. It would be nice if I could just do a view-only field in another bucket. In my contact bucket, I would like to be able to have just a view-only of the account information so that I don't need to enter it again, which is what I have to do currently."
"The tool is hard for people who have worked with Microsoft Office for a long time."
"The only thing I noticed was that it does not support multi-country operations. In Canada, for example, we do not use the term "state," but rather "province," and we do not use zip codes, but rather "postal codes.""
"The mobile application is a little complicated and could be simplified."
 

Pricing and Cost Advice

"Dynamics 365 Sales' pricing is in the middle. It's not expensive like SAP and Oracle."
"Dynamics 365 Sales operates on an annual licensing basis."
"The cost of the solution is very similar to that of other solutions like Salesforce CRM."
"The platform is expensive."
"The pricing is challenging, which is particularly relevant for countries like Pakistan and others with limited budgets."
"We consider it a good value and found it to be cost-effective."
"We have an annual license fee that costs $12,000."
"There is an annual license."
"Zoho CRM has a subscription-based license, which is not too expensive."
"The basic plan has changed from $15 to $25 or $30."
"Its price is lower than the other software."
"Professional plans cost $35 per user in the USA and EUR 35 in Europe."
"I rate the product a four out of ten. The cost for Zoho CRM is not fixed; different editions are available, and the features depend on the edition chosen. Some capabilities, such as integrating with workflows, might incur additional costs, but these are well-documented and not hidden."
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Top Industries

By visitors reading reviews
No data available
Educational Organization
75%
Computer Software Company
3%
Financial Services Firm
2%
Government
2%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
 

Questions from the Community

What do you like most about Dynamics 365 Sales?
It integrates well with other Microsoft products, enhancing sales workflow.
What needs improvement with Dynamics 365 Sales?
An area for improvement is the integration with WhatsApp. Currently, it is available only through a third party, which incurs additional costs. If Microsoft could provide direct integration, it wou...
What is your primary use case for Dynamics 365 Sales?
The usual use cases for Dynamics 365 Sales involve managing leads from various sources to define the entire customer journey, starting from lead to closure. This process includes leads, opportuniti...
What do you like most about Zoho CRM?
Zoho CRM integrates easily with customer service workflows.
What is your experience regarding pricing and costs for Zoho CRM?
I rate the pricing as a five out of ten, as it offers good value for money.
What needs improvement with Zoho CRM?
The analytics and AI suggestion features need improvement.
 

Overview

 

Sample Customers

Information Not Available
JetHub, Anderson Sales Advantage, ActionCoach, Milagro Advisory Group, TECO Pneumatic, Proteomics Consult
Find out what your peers are saying about Dynamics 365 Sales vs. Zoho CRM and other solutions. Updated: April 2025.
850,236 professionals have used our research since 2012.