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Workbooks vs Dynamics 365 Comparison (2026)
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Good recommendations?
Workbooks
5
57
4
44
3
9
2
1
1
1
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Dynamics 365
5
3K
4
2.1K
3
561
2
95
1
33
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
Workbooks is the provider of <strong>CRM apps</strong> designed for small and mid-size organizations. Our suite of software enables clients to accelerate sales growth, improve marketing execution, streamline business processes and improve the customer support they deliver.
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
4.3
112
5
4
3
2
1
57
44
9
1
1
- Value for money
- Ease of use
- Features
- Customer support
4.4
5.8K
5
4
3
2
1
3K
2.1K
561
95
33
- Value for money
- Ease of use
- Features
- Customer support
Pros
Nick F.
National Head Of Franchise Operations
Emily P.
Marketing Manager
Shani J.
Director of Service Delivery and Development
Pros
Andrea L.
Innovation Manager
Christopher V.
Human Relations
Andrea L.
Innovation Manager
Cons
Shani J.
Director of Service Delivery and Development
Dan H.
IT Manager
Esme D.
Floor manager
Cons
Breanna G.
Onboarding Coordinator
Christopher V.
Human Relations
Martina S.
VP
- Vendor responds to reviews
- Last reviewa year ago
- Vendor responds to reviews
- Last review4 days ago
Key features
- Total features113
- AI Copilot
- API
- Access Controls/Permissions
- Accounting
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Appointment Scheduling
- Asset Lifecycle Management
- Assignment Management
- Bank Reconciliation
- Batch Processing
- Billing & Invoicing
- Budgeting/Forecasting
- Business Intelligence
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Logging
- Campaign Management
- Campaign Planning
- Cash Management
- Catalog Management
- Channel Management
- Chat/Messaging
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Communication Management
- Compliance Management
- Configurable Workflow
- Consolidation/Roll-Up
- Contact Database
- Contact Management
- Contract/License Management
- Conversion Tracking
- Customer Database
- Customer Engagement
- Customer History
- Customer Segmentation
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Connectors
- Data Enrichment
- Data Import/Export
- Data Integration
- Data Security
- Data Visualization
- Deal Management
- Demographic/Firmographic Data
- Dispatch Management
- Document Management
- Document Storage
- EDI
- Electronic Signature
- Email Management
- Email Marketing
- Email Sequences
- Email Templates
- Email Tracking
- Employee Management
- Employee Scheduling
- Event Triggered Actions
- Expense Tracking
- Field Sales Management
- Filtering
- Financial Analysis
- Financial Management
- Financial Reporting
- Fixed Asset Management
- For Call Centers
- For Insurance Industry
- For Medical Purposes
- For Real Estate
- For Sales Teams/Organizations
- For Startups
- For iPad Devices
- Forecasting
- Fund Management
- General Ledger
- Generative AI
- Goal Setting/Tracking
- 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 Assignment
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Leaderboards
- List Management
- Maintenance Scheduling
- Marketing Automation
- Marketing Management
- Mobile Access
- Mobile App
- Mobile Interface
- Monitoring
- Multi-Channel Communication
- Multi-Channel Marketing
- Multi-Currency
- Multi-Language
- Online Invoicing
- Opportunity Management
- Payroll Management
- Performance Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Point of Sale (POS)
- Product Catalog
- Profit/Loss Statement
- Project Management
- Proposal Generation
- Prospecting Tools
- Purchase Order Management
- Quotes/Estimates
- Real-Time Data
- Real-Time Reporting
- Receiving
- Referral Tracking
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Requisition Management
- Revenue Management
- Rich Text Editor
- Role-Based Permissions
- Sales Activity Management
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search
- Search/Filter
- Segmentation
- Self Service Portal
- Shared Contacts
- Single Page View
- Single Sign On
- Social Media Integration
- Source Tracking
- Spend Management
- Status Tracking
- Supplier Management
- Supply Chain Management
- Support Ticket Management
- Tagging
- Task Management
- Task Scheduling
- Templates
- Territory Management
- Text Editing
- Third-Party Integrations
- Time & Expense Tracking
- Training Management
- Transaction Management
- Trend Analysis
- User Management
- Vendor Management
- Visual Analytics
- Warehouse Management
- Web Forms
- Web-based Deployment
- Work Order Management
- Workflow Automation
- Workflow Management
- Total features134
- AI Copilot
- API
- Access Controls/Permissions
- Accounting
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Appointment Scheduling
- Asset Lifecycle Management
- Assignment Management
- Bank Reconciliation
- Batch Processing
- Billing & Invoicing
- Budgeting/Forecasting
- Business Intelligence
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Logging
- Campaign Management
- Campaign Planning
- Cash Management
- Catalog Management
- Channel Management
- Chat/Messaging
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Communication Management
- Compliance Management
- Configurable Workflow
- Consolidation/Roll-Up
- Contact Database
- Contact Management
- Contract/License Management
- Conversion Tracking
- Customer Database
- Customer Engagement
- Customer History
- Customer Segmentation
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Connectors
- Data Enrichment
- Data Import/Export
- Data Integration
- Data Security
- Data Visualization
- Deal Management
- Demographic/Firmographic Data
- Dispatch Management
- Document Management
- Document Storage
- EDI
- Electronic Signature
- Email Management
- Email Marketing
- Email Sequences
- Email Templates
- Email Tracking
- Employee Management
- Employee Scheduling
- Event Triggered Actions
- Expense Tracking
- Field Sales Management
- Filtering
- Financial Analysis
- Financial Management
- Financial Reporting
- Fixed Asset Management
- For Call Centers
- For Insurance Industry
- For Medical Purposes
- For Real Estate
- For Sales Teams/Organizations
- For Startups
- For iPad Devices
- Forecasting
- Fund Management
- General Ledger
- Generative AI
- Goal Setting/Tracking
- 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 Assignment
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Leaderboards
- List Management
- Maintenance Scheduling
- Marketing Automation
- Marketing Management
- Mobile Access
- Mobile App
- Mobile Interface
- Monitoring
- Multi-Channel Communication
- Multi-Channel Marketing
- Multi-Currency
- Multi-Language
- Online Invoicing
- Opportunity Management
- Payroll Management
- Performance Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Point of Sale (POS)
- Product Catalog
- Profit/Loss Statement
- Project Management
- Proposal Generation
- Prospecting Tools
- Purchase Order Management
- Quotes/Estimates
- Real-Time Data
- Real-Time Reporting
- Receiving
- Referral Tracking
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Requisition Management
- Revenue Management
- Rich Text Editor
- Role-Based Permissions
- Sales Activity Management
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search
- Search/Filter
- Segmentation
- Self Service Portal
- Shared Contacts
- Single Page View
- Single Sign On
- Social Media Integration
- Source Tracking
- Spend Management
- Status Tracking
- Supplier Management
- Supply Chain Management
- Support Ticket Management
- Tagging
- Task Management
- Task Scheduling
- Templates
- Territory Management
- Text Editing
- Third-Party Integrations
- Time & Expense Tracking
- Training Management
- Transaction Management
- Trend Analysis
- User Management
- Vendor Management
- Visual Analytics
- Warehouse Management
- Web Forms
- Web-based Deployment
- Work Order Management
- Workflow Automation
- Workflow Management
Integrations
- Total integrations8
- ADP Workforce Now
- Ameyo
- AskNicely
- Box
- Campaign Monitor by Marigold
- Docusign
- Dotdigital
- Five9
- Gainsight CS
- GoCardless
- Google Docs
- 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 50 Accounting
- Salesforce Sales Cloud
- Sana Commerce
- Tacton CPQ
- Xero
- Zapier
- airSlate SignNow
- Total integrations24
- ADP Workforce Now
- Ameyo
- AskNicely
- Box
- Campaign Monitor by Marigold
- Docusign
- Dotdigital
- Five9
- Gainsight CS
- GoCardless
- Google Docs
- 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 50 Accounting
- Salesforce Sales Cloud
- Sana Commerce
- Tacton CPQ
- Xero
- Zapier
- airSlate SignNow
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