Microsoft Dynamics CRM vs Salesforce Essentials comparison

Cancel
You must select at least 2 products to compare!
Microsoft Logo
4,714 views|4,404 comparisons
92% willing to recommend
Salesforce Logo
31 views|19 comparisons
100% willing to recommend
Comparison Buyer's Guide
Executive Summary

We performed a comparison between Microsoft Dynamics CRM and Salesforce Essentials based on real PeerSpot user reviews.

Find out in this report how the two CRM solutions compare in terms of features, pricing, service and support, easy of deployment, and ROI.
To learn more, read our detailed Microsoft Dynamics CRM vs. Salesforce Essentials Report (Updated: May 2024).
771,157 professionals have used our research since 2012.
Featured Review
Quotes From Members
We asked business professionals to review the solutions they use.
Here are some excerpts of what they said:
Pros
"The most useful feature that this solution provides is the ability to make dashboards for the business easily as our company is managed using KPIs and metrics.""The solution is stable.""Dynamics is easy to use. There are several fields I can filter.""The most valuable feature is that it's easy to use and can work with any Microsoft solution without problems.""Microsoft Dynamics CRM is a comprehensive solution and is well-integrated into other Microsoft solutions, including ERP solutions. Additionally, it is feature-rich.""The most valuable feature of Microsoft Dynamics CRM is the campaign feature.""The most valuable features of Microsoft Dynamics CRM are all the filters and possible reports.""The initial setup is very easy."

More Microsoft Dynamics CRM Pros →

"Salesforce makes tracking every product and customer activity easy, enabling managers to monitor their products, such as key products and their peak performance.""The most important feature is how Salesforce Essentials brings together information from multiple channels. The nature of our complex custom product data has been challenging due to our manufacturing nature. Salesforce also allowed business processes like finance, credit lines, customer complaints, and quality issues to integrate seamlessly. I haven’t used the mobile app functionality, because we haven't fully utilized because of our preferance of more personal interactions over using mobile apps.""The product is stable.""The solution is very scalable and flexible. It can be customized as per the business need.""Salesforce provides the best they have with the current version. Most of the features we need are already there, and it's very easy to use."

More Salesforce Essentials Pros →

Cons
"My company's biggest challenge with Microsoft Dynamics CRM is wanting to market solely to leads without having to create a contact and link the contact to the lead. From a marketing standpoint, there's room for improvement in the lead process of Microsoft Dynamics CRM.""Microsoft Dynamics CRM could improve the built-in reports. The ones that are included are pretty generic unless you subscribe to Microsoft BI, which is an extra fee. They should offer the reports without having to purchase a separate subscription for Microsoft BI. However, the reports in Microsoft BI are fantastic.""Microsoft Dynamics CRM could improve by making the ports and dashboards more intuitive using Microsoft Azure analytical features. Compared to Salesforce and other partners, the dashboards in Microsoft Dynamics CRM are less intuitive.""The solution should improve the user experience in the process of creating and activating offers.""The solution could improve by having better integration documentation.""The approvals component of Dynamics is complex. It isn't very easy to generate approvals between different departments.""The mobile side of the product doesn't look that great right now.""Better integration would be an improvement."

More Microsoft Dynamics CRM Cons →

"The product's reporting area has certain shortcomings, making it an area where improvements are required.""Less integration would be better. It should work independently.""Integrating Salesforce with SAP, considering our business relies heavily on SAP for ERP, has been quite challenging due to the intricate product configurations. Unlike standard products like computers with a few options, our products have hundreds of configurable options, making the integration complex. If such integration were possible, it would have been easier to understand the unique nature of our industry and the limited number of customers who buy steel products, unlike consumer electronics.""The solution could be cheaper.""Salesforce Essentials does not contain domain-specific solutions."

More Salesforce Essentials Cons →

Pricing and Cost Advice
  • "We have to buy a separate license in order to implement the social listening feature."
  • "It's kind of pricey. It's about $50 or $60 per user."
  • "I am not the person who pays for Microsoft Dynamics CRM but it is expensive. I have been using Microsoft Azure, which Microsoft Dynamics CRM is built on, and I know we prepaid for the services. For me as a consumer, I do not think I can afford it, mainly because I am only learning how to use the AI and the rate which they charge is high. In general, Microsoft solutions are expensive and this is most likely due to the brand, this is something you expect. However, the price might be high but you receive a highly secure solution."
  • "There is a license required to use Microsoft Dynamics CRM."
  • "The price of the solution is good but could be cheaper."
  • "We have a three-year ELA with all our Microsoft solutions and often we had to do a true-up which was approximately $1,000,000. Additionally, we pay approximately $2,500 a month for support."
  • "Pricing for this software could be cheaper."
  • "The solution is open source and is free. However, it does require a Dynamics 365 subscription."
  • More Microsoft Dynamics CRM Pricing and Cost Advice →

  • "The tool is moderately priced."
  • "There is a need to make yearly payments towards the licensing costs attached to the solution."
  • "Salesforce Essentials is quite expensive, almost 10 out of 10. I don't have the exact cost, but we found it to be very expensive based on our budget constraints."
  • "It's a perpetual license, and the subscription can be expensive."
  • More Salesforce Essentials Pricing and Cost Advice →

    report
    Use our free recommendation engine to learn which CRM solutions are best for your needs.
    771,157 professionals have used our research since 2012.
    Questions from the Community
    Top Answer:The most valuable features of Microsoft Dynamics CRM are all the filters and possible reports.
    Top Answer:The solution should improve the user experience in the process of creating and activating offers. Sometimes, the process is a little bit slow because it has too many details. It also depends on how… more »
    Top Answer:We use Microsoft Dynamics CRM to control sales advancements in our company.
    Top Answer:Salesforce provides the best they have with the current version. Most of the features we need are already there, and it's very easy to use.
    Top Answer:It's a perpetual license, and the subscription can be expensive.
    Top Answer:Less integration would be better. It should work independently.
    Ranking
    2nd
    out of 169 in CRM
    Views
    4,714
    Comparisons
    4,404
    Reviews
    35
    Average Words per Review
    410
    Rating
    7.8
    22nd
    out of 169 in CRM
    Views
    31
    Comparisons
    19
    Reviews
    5
    Average Words per Review
    384
    Rating
    8.0
    Comparisons
    Also Known As
    Dynamics CRM, MS Dynamics CRM
    Learn More
    Overview

    Microsoft Dynamics CRM is a comprehensive customer relationship management solution that helps businesses streamline their sales, marketing, and customer service processes. With its user-friendly interface and powerful features, it enables organizations to effectively manage their customer interactions and drive business growth.

    One of the key features of Microsoft Dynamics CRM is its sales automation capabilities. It allows sales teams to track leads, manage opportunities, and close deals more efficiently. The solution provides a centralized platform for managing customer information, enabling sales representatives to access real-time data and make informed decisions. It also offers tools for forecasting, pipeline management, and sales analytics, helping businesses optimize their sales processes and drive revenue growth.

    In addition to sales automation, Microsoft Dynamics CRM offers robust marketing automation features. It enables marketers to create and execute targeted marketing campaigns, track campaign performance, and generate actionable insights. The solution provides tools for lead management, email marketing, social media integration, and customer segmentation, allowing businesses to engage with their customers effectively and drive marketing ROI.

    Furthermore, Microsoft Dynamics CRM helps organizations deliver exceptional customer service. It provides a unified view of customer interactions, enabling customer service representatives to deliver personalized and timely support. The solution offers case management, a knowledge base, and self-service portal capabilities, empowering customers to find answers to their queries and resolve issues on their own. It also provides tools for service analytics and reporting, helping businesses identify areas for improvement and enhance customer satisfaction.

    Automatically pull data from your email, calendar, spreadsheets, multiple support channels, and more to get a single, 360° view of every customer and your whole business.
    Our simple setup assistant will have you streamlining sales and answering customer questions in just minutes. And become an Essentials pro with our easy in-app tutorials.
    Trailhead is the fun way to learn all about CRM, sales, service, or any other topic—from easy overviews to in-depth, nitty-gritty details.

    Sample Customers
    Metro Bank, Nissan, Pandora, Delta, Haynes International, City of London, Trek and many more market leaders.
    Information Not Available
    Top Industries
    REVIEWERS
    Computer Software Company29%
    Financial Services Firm19%
    Manufacturing Company10%
    Comms Service Provider6%
    VISITORS READING REVIEWS
    Computer Software Company14%
    Government11%
    Financial Services Firm11%
    Manufacturing Company7%
    No Data Available
    Company Size
    REVIEWERS
    Small Business51%
    Midsize Enterprise28%
    Large Enterprise22%
    VISITORS READING REVIEWS
    Small Business26%
    Midsize Enterprise16%
    Large Enterprise58%
    REVIEWERS
    Small Business29%
    Midsize Enterprise14%
    Large Enterprise57%
    Buyer's Guide
    Microsoft Dynamics CRM vs. Salesforce Essentials
    May 2024
    Find out what your peers are saying about Microsoft Dynamics CRM vs. Salesforce Essentials and other solutions. Updated: May 2024.
    771,157 professionals have used our research since 2012.

    Microsoft Dynamics CRM is ranked 2nd in CRM with 68 reviews while Salesforce Essentials is ranked 22nd in CRM with 5 reviews. Microsoft Dynamics CRM is rated 7.8, while Salesforce Essentials is rated 8.0. The top reviewer of Microsoft Dynamics CRM writes "Intuitive APIs, customizable design, but dashboards could improve". On the other hand, the top reviewer of Salesforce Essentials writes "Offers good mobile app support, user-friendly UI and convenient to use". Microsoft Dynamics CRM is most compared with Salesforce Sales Cloud, SAP CRM, ServiceNow, Siebel CRM and monday.com, whereas Salesforce Essentials is most compared with . See our Microsoft Dynamics CRM vs. Salesforce Essentials report.

    See our list of best CRM vendors.

    We monitor all CRM reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. We validate each review for authenticity via cross-reference with LinkedIn, and personal follow-up with the reviewer when necessary.