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Sage CRM vs Dynamics 365 Comparison (2026)

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Sage CRM logo

Sage CRM

Dynamics 365 logo

Dynamics 365

Overview

Speed up your business growth with our web-based CRM application: Sage, the leading supplier of business management solutions to small and medium businesses.

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

No videos yet

Pricing

Starting from

45

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

50

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

3.6

73

5

4

3

2

1

21

23

13

9

7

  • Value for money
  • Ease of use
  • Features
  • Customer support
40%
would recommend this app

4.4

5.8K

5

4

3

2

1

3K

2.1K

561

95

33

  • Value for money
  • Ease of use
  • Features
  • Customer support
68%
would recommend this app

Pros

“I’ve used it mainly to support sales and customer management processes, customize workflows, and integrate it with other Sage products like Sage 300.”
MS

Manish S.

AI and Automation Engineer

“I really loved that our Systems Integration Team could custom build workflows so applications within CRM work exactly as we needed them to and showing data which was relevant to us rather than having 'out of box' generic options”
DO

Dawn O.

International Sales and Export Coordinator

“The learning curve is quick, new salespeople are generally ready to go in 1-2 days.”
KF

Kevin F.

Sales Consultant

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.”
Verified reviewer profile picture

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.”
Verified reviewer profile picture

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.”
Verified reviewer profile picture

Andrea L.

Innovation Manager

Cons

“At one point I even got separate solutions from different support specialists for the same issue I was facing, which was confusing and not what I expected.”
MS

Manish S.

AI and Automation Engineer

“It may be slightly antiquated when compared to newer accounting systems.”
IS

Ian S.

PE

“Constantly having to "rank" the clients into groups based on their activity, so that I could market to "active" contacts was tedious.”
SG

Sheral G.

REALTOR

Cons

“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.”
Verified reviewer profile picture

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.”
Verified reviewer profile picture

Christopher V.

Human Relations

“Dynamics 365 is powerful and clearly capable, but it can also feel heavy, confusing and frustrating to use day to day.”
MS

Martina S.

VP

  • Vendor responds to reviews
  • Last review7 months ago
  • Vendor responds to reviews
  • Last review8 days ago

Key features

  • Total features19
  • API
  • Accounting
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Asset Lifecycle Management
  • Bank Reconciliation
  • Billing & Invoicing
  • Budgeting/Forecasting
  • Business Intelligence
  • CRM
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Management
  • Campaign Planning
  • Cash Management
  • Chat/Messaging
  • Collaboration Tools
  • Commission Management
  • Compliance Management
  • Configurable Workflow
  • Consolidation/Roll-Up
  • Contact Database
  • Contact Management
  • 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
  • Real-Time Reporting
  • 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
  • API
  • Accounting
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Asset Lifecycle Management
  • Bank Reconciliation
  • Billing & Invoicing
  • Budgeting/Forecasting
  • Business Intelligence
  • CRM
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Management
  • Campaign Planning
  • Cash Management
  • Chat/Messaging
  • Collaboration Tools
  • Commission Management
  • Compliance Management
  • Configurable Workflow
  • Consolidation/Roll-Up
  • Contact Database
  • Contact Management
  • 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
  • Real-Time Reporting
  • 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 integrations2
  • ADP Workforce Now
  • Ameyo
  • AskNicely
  • Campaign Monitor by Marigold
  • Docusign
  • Five9
  • Gainsight CS
  • InsideView
  • Lattice Engines
  • LinkedIn for Business
  • Microsoft 365
  • Microsoft Azure
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Power BI
  • Microsoft SharePoint
  • Microsoft Teams
  • PROS Smart CPQ
  • PandaDoc
  • SOFT4Spaces
  • Sage 300
  • Salesforce Sales Cloud
  • Sana Commerce
  • Tacton CPQ
  • airSlate SignNow
  • Total integrations24
  • ADP Workforce Now
  • Ameyo
  • AskNicely
  • Campaign Monitor by Marigold
  • Docusign
  • Five9
  • Gainsight CS
  • InsideView
  • Lattice Engines
  • LinkedIn for Business
  • Microsoft 365
  • Microsoft Azure
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Power BI
  • Microsoft SharePoint
  • Microsoft Teams
  • PROS Smart CPQ
  • PandaDoc
  • SOFT4Spaces
  • Sage 300
  • Salesforce Sales Cloud
  • Sana Commerce
  • Tacton CPQ
  • airSlate SignNow