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Creatio AI CRM vs Dynamics 365 Comparison (2026)
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4.5
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Good recommendations?
Creatio AI CRM
4.7
(151)5
121
4
24
3
2
2
1
1
3
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Dynamics 365
4.4
(5.8K)5
3K
4
2.1K
3
562
2
95
1
33
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
New Era of CRM: Built on AI. Ready to act
Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.7
151
5
4
3
2
1
121
24
2
1
3
- Value for money
- Ease of use
- Features
- Customer support
85%
would recommend this app4.4
5.8K
5
4
3
2
1
3K
2.1K
562
95
33
- Value for money
- Ease of use
- Features
- Customer support
68%
would recommend this appPros
“We enabled plenty of business users and they are capable of creating new elements and adding their new ideas to the platform”
FV
Fernando V.
Data Architect
“You can easily develop, adjust and create new pages from scratch super fast”
FV
Fernando V.
Data Architect
“Companies can innovate faster while maintaining the governance and security required in enterprise environments.”
EC
Eduardo C.
CRO
Pros
“The platform offers powerful sales management and invoicing capabilities, along with strong integration with the Microsoft ecosystem, which helps streamline workflows and improve productivity. Despite its broad functionality, the interface is well organized, and once users become familiar with it, everyday tasks are straightforward to perform.”
Andrea L.
Innovation Manager
“You can watch a lead convert in Sales, see the inventory instantly allocate in Supply Chain, and track the automated invoice hit Finance, all happening in lockstep, perfectly clean. When it works, the sheer operational efficiency is beautiful.”
Christopher V.
Human Relations
“The platform is reliable, highly customizable, and integrates seamlessly with other Microsoft products, allowing us to streamline workflows and reduce manual work. While it requires some time to learn and configure, the investment is worthwhile given the breadth of functionality it offers.”
Andrea L.
Innovation Manager
Cons
“Also, it is hard for multiple people to develop on the platform.”
VS
Vine S.
Software Engineer
“There is not really anything that stand out. If I could name something, it would be the lack of self paced training.”
FV
Fernando V.
Data Architect
“I also dislike that you cannot create landing pages to include in emails through Creatio.”
NR
Nicole R.
Marketing Specialist
Cons
“The other problem is that settings live in several places: inside the app itself, in the Dynamics admin center, and in the Power Platform admin center.”
Denis M.
AI Automation Specialist
“It does not have any visual cues options so it can make it easy for some errors to occur in billing and other transactions. If you don’t need that then go for it.”
Breanna G.
Onboarding Coordinator
“The learning curve is steep. If your people find the platform frustrating or overly click-heavy, they will resist using it. And a CRM or ERP is only as valuable as the data your people actually put into it. If adoption plummets, your investment is dead in the water.”
Christopher V.
Human Relations
- Vendor responds to reviews
- Last reviewa month ago
- Vendor responds to reviews
- Last review4 days ago
Key features
- Total features180
- A/B Testing
- ACH Payment Processing
- AI Predictive Insights
- AI Predictive Maintenance
- AI Summarization
- AI Text Generation
- AI Text Summarization
- AI Text-to-Speech
- AI Writing Assistant
- AI and Automation
- AI-Based Risk Scoring
- AI-Based Talent Matching
- AI-Chatbot for Citizen Support
- AI-Driven Fraud Detection
- AI-Powered Tender Analysis
- AI/Machine Learning
- API
- APIs
- ATM Management
- Access Controls/Permissions
- Account-Based Engagement
- Accounting
- Accounting Integration
- Accounts Payable
- Accounts Receivable
- Accrual Accounting
- Activity Dashboard
- Activity Tracking
- Activity/News Feed
- Adaptive Learning
- Administrator Access
- Advanced Search
- Agent Interface
- Agent Scheduling and Assignment
- Alerts
- Alerts/Escalation
- Alerts/Notifications
- Amortization Schedule
- Analysis
- Appointment Management
- Appointment Scheduling
- Approval Process Control
- Artificial Intelligence
- Asset Lifecycle Management
- Asset Tracking
- Assignment Management
- At Risk Customers
- Attachments/Screencasts
- Audience Targeting
- Audio File Management
- Audit Management
- Audit Trail
- Authentication
- Auto Loans
- Auto-Dialer
- Automated Alerts and Tasks
- Automated Decisioning/Underwriting
- Automated Email Responses
- Automated Emails
- Automated Follow-Ups
- Automated Note Taking
- Automated Notices
- Automated Responses
- Automated Routing
- Automated Scheduling
- Automated Voicemails
- Automated response
- Automatic Call Distribution
- Automatic Funds Distribution
- Automation
- Autonomous Task Execution
- Autoresponders
- Bank Reconciliation
- Barcode/Ticket Scanning
- Basic Reporting
- Batch Processing
- Behavior Analytics
- Behavior Tracking
- Benchmarking
- Bid Management
- Billing & Invoicing
- Billing Rate Management
- Bills of Material
- Bonds/Stocks
- Booking Management
- Borrower Management
- Brand Tracking
- Breadth of Partner Applications
- Broker/Agent Portal
- Browser Extension
- Budget Planning & Allocation
- Budgeting
- Budgeting/Forecasting
- Building and Personalizing Emails
- Business Card/Badge Scanning
- Business Intelligence
- Business Loans
- Business Process Automation
- Buyer Management
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Calendaring
- Call Center Features
- Call Center Management
- Call List Management
- Call Logging
- Call Management
- Call Monitoring
- Call Recording
- Call Reporting
- Call Routing
- Call Scripting
- Call Tracking
- Call Transfer
- Call Types
- Callback Scheduling
- Caller ID
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Scheduling
- Campaign Segmentation
- Capacity Planning
- Case Management
- Cash Application
- Cash Flow Management
- Cash Management
- Catalog Management
- Categorization/Grouping
- Change Management
- Change Order Management
- Channel Management
- Charting
- Chat/Messaging
- Chatbot
- Churn Management
- Claims Management
- Click-to-Call
- Client Communication Tools
- Client Database
- Client Management
- Client Portal
- Client Tracking
- Clock In/Out
- Cloud
- Coaching
- Code Enforcement
- Collaboration Tools
- Collateral Tracking
- Collection Agencies
- Collections Effectiveness
- Commenting/Notes
- Commercial
- Commercial Mortgages
- Commission Calculations
- Commission Management
- Commissions
- Commodity Futures
- Communication History
- Communication Management
- Competitive Analysis
- Compliance
- Compliance Control
- Compliance Management
- Compliance Tracking
- Computer Telephony Integration
- Concurrent Calling
- Configurable Workflow
- Consolidation/Roll-Up
- Construction Loans
- Contact Database
- Contact Management
- Content Creation
- Content Delivery
- Content Library
- Content Management
- Content Sharing
- Content Utilization
- Contract Management
- Contract Performance
- Contract/License Management
- Conversation Intelligence
- Conversion Tracking
- Customer Database
- Customer Engagement
- Customer History
- Customer Segmentation
- Customizable Branding
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Connectors
- Data Import/Export
- Data Integration
- Data Visualization
- Dispatch Management
- Document Management
- Document Storage
- EDI
- Email Management
- Email Marketing
- Email Templates
- Employee Management
- Employee Scheduling
- Expense Tracking
- Filtering
- Financial Analysis
- Financial Management
- Financial Reporting
- Fixed Asset Management
- For Call Centers
- For Insurance Industry
- For Medical Purposes
- For Real Estate
- For Startups
- For iPad Devices
- Forecasting
- Fund Management
- General Ledger
- HR Management
- Income & Balance Sheet
- Integrated Business Operations
- Interaction Tracking
- Internal Chat Integration
- Inventory Management
- Invoice Creation
- Invoice Management
- Invoice Processing
- KPI Monitoring
- Knowledge Base Management
- Knowledge Management
- Labor Forecasting
- Lead Capture
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Maintenance Scheduling
- Marketing Automation
- Marketing Management
- Mobile Access
- Mobile App
- Monitoring
- Multi-Channel Communication
- Multi-Channel Marketing
- Multi-Currency
- Online Invoicing
- Opportunity Management
- Payroll Management
- Performance Metrics
- Pipeline Management
- Point of Sale (POS)
- Profit/Loss Statement
- Project Management
- Prospecting Tools
- Purchase Order Management
- Real-Time Data
- Receiving
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Requisition Management
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search
- Search/Filter
- Self Service Portal
- Single Page View
- Spend Management
- Status Tracking
- Supplier Management
- Supply Chain Management
- Support Ticket Management
- Task Management
- Task Scheduling
- Templates
- Third-Party Integrations
- Time & Expense Tracking
- Training Management
- Transaction Management
- Trend Analysis
- Vendor Management
- Visual Analytics
- Warehouse Management
- Work Order Management
- Workflow Management
- Total features134
- A/B Testing
- ACH Payment Processing
- AI Predictive Insights
- AI Predictive Maintenance
- AI Summarization
- AI Text Generation
- AI Text Summarization
- AI Text-to-Speech
- AI Writing Assistant
- AI and Automation
- AI-Based Risk Scoring
- AI-Based Talent Matching
- AI-Chatbot for Citizen Support
- AI-Driven Fraud Detection
- AI-Powered Tender Analysis
- AI/Machine Learning
- API
- APIs
- ATM Management
- Access Controls/Permissions
- Account-Based Engagement
- Accounting
- Accounting Integration
- Accounts Payable
- Accounts Receivable
- Accrual Accounting
- Activity Dashboard
- Activity Tracking
- Activity/News Feed
- Adaptive Learning
- Administrator Access
- Advanced Search
- Agent Interface
- Agent Scheduling and Assignment
- Alerts
- Alerts/Escalation
- Alerts/Notifications
- Amortization Schedule
- Analysis
- Appointment Management
- Appointment Scheduling
- Approval Process Control
- Artificial Intelligence
- Asset Lifecycle Management
- Asset Tracking
- Assignment Management
- At Risk Customers
- Attachments/Screencasts
- Audience Targeting
- Audio File Management
- Audit Management
- Audit Trail
- Authentication
- Auto Loans
- Auto-Dialer
- Automated Alerts and Tasks
- Automated Decisioning/Underwriting
- Automated Email Responses
- Automated Emails
- Automated Follow-Ups
- Automated Note Taking
- Automated Notices
- Automated Responses
- Automated Routing
- Automated Scheduling
- Automated Voicemails
- Automated response
- Automatic Call Distribution
- Automatic Funds Distribution
- Automation
- Autonomous Task Execution
- Autoresponders
- Bank Reconciliation
- Barcode/Ticket Scanning
- Basic Reporting
- Batch Processing
- Behavior Analytics
- Behavior Tracking
- Benchmarking
- Bid Management
- Billing & Invoicing
- Billing Rate Management
- Bills of Material
- Bonds/Stocks
- Booking Management
- Borrower Management
- Brand Tracking
- Breadth of Partner Applications
- Broker/Agent Portal
- Browser Extension
- Budget Planning & Allocation
- Budgeting
- Budgeting/Forecasting
- Building and Personalizing Emails
- Business Card/Badge Scanning
- Business Intelligence
- Business Loans
- Business Process Automation
- Buyer Management
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Calendaring
- Call Center Features
- Call Center Management
- Call List Management
- Call Logging
- Call Management
- Call Monitoring
- Call Recording
- Call Reporting
- Call Routing
- Call Scripting
- Call Tracking
- Call Transfer
- Call Types
- Callback Scheduling
- Caller ID
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Scheduling
- Campaign Segmentation
- Capacity Planning
- Case Management
- Cash Application
- Cash Flow Management
- Cash Management
- Catalog Management
- Categorization/Grouping
- Change Management
- Change Order Management
- Channel Management
- Charting
- Chat/Messaging
- Chatbot
- Churn Management
- Claims Management
- Click-to-Call
- Client Communication Tools
- Client Database
- Client Management
- Client Portal
- Client Tracking
- Clock In/Out
- Cloud
- Coaching
- Code Enforcement
- Collaboration Tools
- Collateral Tracking
- Collection Agencies
- Collections Effectiveness
- Commenting/Notes
- Commercial
- Commercial Mortgages
- Commission Calculations
- Commission Management
- Commissions
- Commodity Futures
- Communication History
- Communication Management
- Competitive Analysis
- Compliance
- Compliance Control
- Compliance Management
- Compliance Tracking
- Computer Telephony Integration
- Concurrent Calling
- Configurable Workflow
- Consolidation/Roll-Up
- Construction Loans
- Contact Database
- Contact Management
- Content Creation
- Content Delivery
- Content Library
- Content Management
- Content Sharing
- Content Utilization
- Contract Management
- Contract Performance
- Contract/License Management
- Conversation Intelligence
- Conversion Tracking
- Customer Database
- Customer Engagement
- Customer History
- Customer Segmentation
- Customizable Branding
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Connectors
- Data Import/Export
- Data Integration
- Data Visualization
- Dispatch Management
- Document Management
- Document Storage
- EDI
- Email Management
- Email Marketing
- Email Templates
- Employee Management
- Employee Scheduling
- Expense Tracking
- Filtering
- Financial Analysis
- Financial Management
- Financial Reporting
- Fixed Asset Management
- For Call Centers
- For Insurance Industry
- For Medical Purposes
- For Real Estate
- For Startups
- For iPad Devices
- Forecasting
- Fund Management
- General Ledger
- HR Management
- Income & Balance Sheet
- Integrated Business Operations
- Interaction Tracking
- Internal Chat Integration
- Inventory Management
- Invoice Creation
- Invoice Management
- Invoice Processing
- KPI Monitoring
- Knowledge Base Management
- Knowledge Management
- Labor Forecasting
- Lead Capture
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Maintenance Scheduling
- Marketing Automation
- Marketing Management
- Mobile Access
- Mobile App
- Monitoring
- Multi-Channel Communication
- Multi-Channel Marketing
- Multi-Currency
- Online Invoicing
- Opportunity Management
- Payroll Management
- Performance Metrics
- Pipeline Management
- Point of Sale (POS)
- Profit/Loss Statement
- Project Management
- Prospecting Tools
- Purchase Order Management
- Real-Time Data
- Receiving
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Requisition Management
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search
- Search/Filter
- Self Service Portal
- Single Page View
- Spend Management
- Status Tracking
- Supplier Management
- Supply Chain Management
- Support Ticket Management
- Task Management
- Task Scheduling
- Templates
- Third-Party Integrations
- Time & Expense Tracking
- Training Management
- Transaction Management
- Trend Analysis
- Vendor Management
- Visual Analytics
- Warehouse Management
- Work Order Management
- Workflow Management
Integrations
- Total integrations17
- ADP Workforce Now
- Ameyo
- AskNicely
- Asterisk
- Avaya Experience Platform
- Brandwatch
- Campaign Monitor by Marigold
- Docusign
- Five9
- Gainsight CS
- GoTo Meeting
- Google Calendar
- Google Contacts
- Infobip
- InsideView
- Lattice Engines
- LinkedIn for Business
- Meta for Business
- Microsoft 365
- Microsoft Azure
- Microsoft Excel
- Microsoft Outlook
- Microsoft Power BI
- Microsoft SharePoint
- Microsoft Teams
- Microsoft Word
- PROS Smart CPQ
- PandaDoc
- Pentaho
- SOFT4Spaces
- Salesforce Sales Cloud
- Sana Commerce
- Tableau
- Tacton CPQ
- Twitter/X
- Zoom Workplace
- airSlate SignNow
- Total integrations24
- ADP Workforce Now
- Ameyo
- AskNicely
- Asterisk
- Avaya Experience Platform
- Brandwatch
- Campaign Monitor by Marigold
- Docusign
- Five9
- Gainsight CS
- GoTo Meeting
- Google Calendar
- Google Contacts
- Infobip
- InsideView
- Lattice Engines
- LinkedIn for Business
- Meta for Business
- Microsoft 365
- Microsoft Azure
- Microsoft Excel
- Microsoft Outlook
- Microsoft Power BI
- Microsoft SharePoint
- Microsoft Teams
- Microsoft Word
- PROS Smart CPQ
- PandaDoc
- Pentaho
- SOFT4Spaces
- Salesforce Sales Cloud
- Sana Commerce
- Tableau
- Tacton CPQ
- Twitter/X
- Zoom Workplace
- airSlate SignNow
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