We currently use Salesforce. Why move to Microsoft Dynamics 365?
If you are currently using Salesforce and are looking to move to Dynamics 365, you probably already have an understanding of the relationship between the two CRM giants.
Salesforce has been around for a long time and was the first major CRM platform to go solely cloud-based. Since then, Microsoft Dynamics 365 has been developed, taking precedence in the cloud CRM space, and has grown in popularity over the years. Both solutions have their individual pros and cons, and various reasons as to why you might be better suited to one, more than the other.
Below, we compare some of the key elements between Salesforce and Dynamics 365, which will help you to understand why D365 might be the better option for you…
Salesforce is split into clouds; Sales Cloud, Service Cloud and a Marketing Cloud Einstein. Beneath these main applications, there are smaller components which manage more specific business areas. Dynamics 365 is split up in a similar way, which might guide your decision depending on which application/s you are currently using with Salesforce.
D365 has various applications, each of which serves an individual purpose; Sales, Customer Service, Marketing, Field Service, Project Operations, Business Central, Finance & Operations, Talent, Retail, and more. On top of this, the Microsoft Power Platform is closely integrated with D365, consisting of Power BI, Power Automate, Power Apps and Power Virtual Agents. With these applications, you can manage all areas of your business.
As a Salesforce user, you will already know that Salesforce is deployed only in the cloud. Microsoft Dynamics 365 offers more options; on-premise, cloud, or hybrid. Although an on-premise deployment is available where necessary, Microsoft very much work with a ‘cloud-first’ approach and lead with this model.
You will already be familiar with the pricing model of Salesforce as a current user; available in four editions with licensing ranging from £20 to £240 per user/per month. The minimum contract length for Salesforce is 12 months, which in comparison to Dynamics 365, is a larger commitment.
Dynamics 365 licenses are flexible and scalable which enable your business to start with what you need and add applications as your business grows. Pricing for Microsoft’s core CRM module, Sales, starts at £49 per user/per month and includes basic features. The next tier, Sales Enterprise, begins at £71.60 per user/per month and includes more robust versions of these features, as well as additions such as embedded intelligence and social engagement. Additional Licenses can then be added at just £15.10 per user/per month. Team Member licenses are also available for as little as £6 per user/per month, which includes light use of the applications.
Unlike Salesforce, there is no minimum contract term – it is a rolling monthly subscription.
Both Microsoft and Salesforce offer a variety of third-party applications and integrations; Microsoft has AppSource and Salesforce have their AppExchange.
The Salesforce AppExchange offers more than 3,000 apps, so there are plenty of third-party app integrations available. However, given that Salesforce is a standalone CRM, you will need an integration for almost every additional 3rd party application you wish to enable.
Microsoft’s AppSource isn’t quite as extensive (yet) as Salesforce App Exchange, however Microsoft are investing heavily in their app connections and this area is catching up fast. Dynamics 365 is designed to seamlessly integrate with all of the Microsoft tools within the eco-system; Outlook, SharePoint, Teams, Word, PowerPoint, etc. It is for this reason that Dynamics 365 really stands apart from Salesforce, offering a smoother synchronisation and familiarity of the user interface if your company already leverages other Microsoft products.
Additionally, Microsoft Dynamics 365 can be easily extended, with no connectors required, across the other applications within the Dynamics 365 landscape, such as Sales, Marketing, Customer Service, Project Operations, Field Service and The Power Platform.