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Are There Alternatives to Microsoft Dynamics 365? Here’s a Full List

Microsoft Dynamics 365 is a cloud-based tool that supports customer relationship management (CRM), sales, and marketing functions.

As well as running multichannel campaigns, it can track customer interactions, identify and nurture leads. 

The tool provides apps for Android and iOS and is mainly suitable for large companies and enterprises. Microsoft Dynamics 365 also offers enterprise resource planning (ERP) functions such as field service, in addition to CRM, operations, finance, and human resources.

Think twice if you're a small or medium-sized company (SMB) considering the Microsoft Dynamics 365 CRM app because your colleagues and rivals use it. The alternatives to Microsoft Dynamics 365software could be cheaper and far less complex to use.

To help you find the right CRM solution, we have prepared this guide of the top seven user-recommended alternatives to Microsoft Dynamics 365. Instead of an instrument’s extra capabilities, such as ERP, the guide focuses on customer support, sales, and marketing features.

HubSpot Sales Hub

HubSpot CRM, the top customer relationship app, is one if the the perfect alternatives to Microsoft Dynamics 365. The application is not only free and easy to use. It has an extensive collection of functions that can be used almost immediately by both beginners and experienced SaaS users. If you need them, the intuitive dashboard allows you to provide an overview of your KPIs, recent activities, and access to the correct tools and data.

It features a drag-and-drop communicator that enables contact and collaboration to be quicker. The app also allows you to store detailed client and business profiles along with visual indicators. It includes a comprehensive ticketing platform that lets you provide your customers with stellar customer service and support. Also, such as marketing emails and internal team updates, you can automate the main CRM processes. It also helps you build a knowledge base of support articles and documentation, among other features.

The platform integrates seamlessly with Pipedrive CRM, Gravity Forms, GoChime, Netsuite, and a host of other applications and business systems. What's more, it's a Google accredited partner and is a solution that suits both sectors and niches. Finally, it has an eternally free edition. However, there are paid plans that start at $50 a month if you want to upgrade your features.

Salesforce

Salesforce CRM, as an integrated CRM platform, helps businesses to communicate with their customers effectively. With the app, these companies' sales, marketing, and other divisions obtain a 360-degree view of the clients, enabling them to provide customized experiences. 

Companies can easily configure Salesforce CRM based on their roles, industry, or business type to work according to their customers' needs. Salesforce makes it possible, too, whether you are a small business with ten employees, a growing team, or a large enterprise workforce.

By providing deep insight into crucial customer information, Salesforce CRM enables businesses to close more deals. To drive customer satisfaction and retention, Salesforce CRM allows you to send personalized messages to prospects. Finally, you get your company-branded mobile app from the application. It improves employees’ productivity and puts you at any time and any place on top of your business. You can check out other Salesforce CRM alternatives to give you more options.

Zoho CRM

Zoho CRM is a superior software provider and relatively easy to use. 

Zoho software includes an AI feature called Zia. Zia can predict trends, conversions, deals closing, and possible problems. If the tasks are performed several times, AI automates the task. It spots anomalies in the sales process and analyzes customer emails.

Within the range of Zoho’s functions are one-to-one e-commerce and marketing. Zoho CRM incorporates mobile and social contacts, phones, emails, and live chat. Also, all sales operations are automated on the Zoho platform.

Zoho offers a comfortable Opportunity Tracking tool that gives you information about your customer’s position in the sales cycle. Characteristics include deal size, activity history, and competitor profiles. Zoho will help you be a customer-focused company.

Pipedrive

To organize their campaigns and daily tasks, Pipedrive is specially made for sales teams who need a simple yet powerful platform. Pipedrive makes it easy to facilitate lead management with a minimalist layout. You will get a clear overview of your sales pipeline immediately when you sign in and hone in on the deals you would like to prioritize.

The goal and activity feature of Pipedrive allows you to see exactly what activities need your attention and how far you are going to complete a specific task. The intuitive interface helps you visualize various sales pipelines, each deal's progress, status, and the next actionable items to help transform that deal into a successful sale. Plus, to help your team monitor sales data, targets, and performance, Pipedrive has reporting and analytics tools.

Your sales team can access Pipedrive 24/7 on any web browser as a cloud-based sales CRM. For salespeople on the go, this makes the platform ideal. Major email service providers such as Gmail, Yahoo, and Outlook also connect to Pipedrive seamlessly, so you can send and receive messages right in the CRM quickly. MailChimp, Zapier, Google Maps, and Trello have other essential integrations.

Freshworks

Freshworks CRM is designed for high-velocity teams who need a single point of contact with their leads. Using an intuitive UI and powerful features such as AI-based lead scoring, workflow automation, built-in email and phone functions, and customizable dashboards and reports allow your sales or marketing team to attract leads, manage them and engage them.

Freshworks CRM can be conveniently combined with other developers’ solutions as part of the Freshdesk product lineup, such as Freshcaller. It also uses an open API framework, so you can integrate it with applications such as Google Calendar, Mailchimp, and accounting tools like Quickbooks and Xero that you also use in your organization.

For each of the three modules, ranging from $19 to $125, one of Freshworks CRM's most enticing points is its scalable pricing plans. The modules can be used for free by small teams, while larger companies can select from the range of paid subscriptions available depending on their team’s size and specifications.

Insightly

Insightly is a great CRM solution for small businesses and multi-level organizations. It perfectly organizes contacts, partners, vendors, checks contact data, email history, and background. 

Using the Dashboard, Tasks/Milestones, Pipeline Activity, and Opportunity Reports, you can easily see all business activities. It’s easy to use the platform to keep in touch with customers through Twitter, Facebook, Google+, and LinkedIn. 

Moreover, Insightly fully integrates with Google Apps, Outlook 2013/Office 365 Business Edition, and Dropbox. Also, you can control every engagement stage with your customers. 

Creatio

The CRM Creatio suite can help boost the productivity of sales, marketing, and service processes for mid-sized and large enterprises. Users can benefit from three modules, namely Marketing Creatio, Sales Creatio, and Service Creatio, that make up CRM Creatio. To streamline these processes and allow a well-rounded, end-to-end approach to CRM, each module comes with specialized tools.

Businesses may benefit from better lead management, revenue forecasting, and quicker project fulfillment through these modules. The modules also have a customer view of 360 degrees that integrates all critical customer information into one framework, eventually resulting in increased customer service levels. Also, built-in analytics tools assist in o exploiting data to make more educated CRM strategy decisions.

Different integrations and built-in utilities can also expand the capabilities of CRM Creatio. For example, direct integration with Excel and MS Exchange ensures better communication and efficient data management. These integrations also make it easier for users to spend less time moving between services, concentrating on completing tasks, and delivering projects on time.

Summing Up

There are plenty of alternatives to Microsoft Dynamics to choose from. Just make sure you are making the right choice for running a successful business with a professional CRM platform.

Connect a sample of your data to any of these platforms using Trujay’s migration solution. 

Want to estimate the price of your migration project? Visit our estimator and fill out a request form to discuss your custom migration needs. 

Anastasiia Dyshkant

Anastasiia Dyshkant

Marketing Manager

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