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CRM

Microsoft Dynamics 365 Sales

Microsoft's general-purpose sales CRM with built-in AI agents for qualifying leads and closing deals.

Made by Microsoft Visit Microsoft Dynamics 365 Sales' website
Starting priceFrom $65/user/mo
Checked on the vendor's site · Oct 6
Price on their own siteYes
Firm sizeNot assessed yet
Connections listed1 connectionMicrosoft 365. Source and date for each below.
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What their website looks like

Screenshot of Microsoft Dynamics 365 Sales' homepage
Microsoft Dynamics 365 Sales' homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

PlanPriceBilling
Sales Professional $65/user/mo
per user, per month
 Paid yearly
Sales Enterprise Edition $105/user/mo
per user, per month
 Paid yearly
Sales Premium $150/user/mo
per user, per month
 Paid yearly
Contact sales to buy; includes 1,000 Copilot Credits

Microsoft Relationship Sales (Sales Enterprise plus LinkedIn Sales Navigator): variable price, contact sales, 10-seat minimum

A free trial is offered

Microsoft says listed prices are informational and the actual price is shown at checkout

Source: Dynamics 365 Sales pricing page. Checked on the vendor's site, Oct 6.

Where Microsoft Dynamics 365 Sales sits on price

Microsoft Dynamics 365 SalesOther advisor CRMs

Cheapest plan for one person, per month (our sum from each price page). 21 of 30 advisor CRMs have a US-dollar price we can put per person.

AdvisorCRMFreeLess Annoying CRM$15/moToolkit$26/moRedtail$39/moAdvisors Assistant$52/moWealthbox$59/moMaximizer$65/moMicrosoft Dynamics 365 Sales$65/moAltitude CRM$75/moLeadCenter.AI$78/moProTracker$82.92/moFinTurk$90/moEquisoft/connect$95/moAdviAlly$99.99/moOmegaFP$125/moWealthY$129/moPractifi$135/moSlant$150/moAdvisorEngine$207/moQuivr$250/moSalesforce Financial Services Cloud$325/mo

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

Nothing the vendor says sends data in
Microsoft Dynamics 365 Sales1 connection listed

Data goes out to

Nothing the vendor says it sends out
Listed, no detail
Microsoft 365
Connection cost: not checked; its pricing grid marks plan features with icons we couldn't read.

No custodian, CRM or planning connection found

We didn't find one on the pages of Microsoft's site we read. The other software it connects to is listed below.

Other software it connects to

Portfolio, reporting, email, calendar and similar tools Microsoft lists.

Microsoft 365
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Dynamics 365 Sales product page. Checked Oct 6.

Moving to Microsoft Dynamics 365 Sales from another tool

What Microsoft's own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above.

Names Salesforce

Their page says, in words we couldn't label: “Dynamics 365 Activate is a web-based application that helps you assess your Salesforce org and migrate CRM data to Dynamics 365 Sales and Dynamics 365 Customer Service. … This is a preview feature. … These features are subject to supplemental terms of use, and are available before an official release so that customers can get early access and provide feedback.”

Announced, not generally released yet: the words above put it behind a waitlist, a beta, a preview or a later date, so they aren't counted in any list of tools that import from another. Ask Microsoft whether you can use it now.

Checked on the vendor's site · Oct 8
Microsoft Learn: Salesforce to Dynamics 365 migration overview

Leaving later

Records can be exported to Excel table by table from the command bar; very large exports can time out and may need smaller batches.
Checked on the vendor's site · Oct 6

Source: Microsoft Learn: Export data to Excel (Dynamics 365 Sales documentation)

Fits best if

Our judgement

We haven't assessed fit for Microsoft Dynamics 365 Sales yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Microsoft Dynamics 365 Sales with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

AdvisorCRM
Free plan
Checked on the vendor's site · Oct 6
Charles Schwab · Data in + single sign-on checked
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Less Annoying CRM
From $15/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile
Toolkit
From $26/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile
Redtail
From $39/user/mo
Checked on the vendor's site · Oct 6
Schwab Advisor Center · Data in + single sign-on checkedFidelity Institutional for Custody (Wealthscape) · Data in and out + single sign-on checkedFidelity Institutional for Clearing · Data in checkedPershing (NetX360) · Data out + single sign-on checkedAxos Advisor Services · Data in checkedand 6 more on the profile
View profile

Corrections

No corrections to this profile yet.

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