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Zoho CRM vs Dynamics 365 Comparison (2026)
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Good recommendations?
Zoho CRM
4.3
(7K)5
3.5K
4
2.3K
3
781
2
173
1
84
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
Zoho CRM records all contact, lead & account data. It also lets you assign tasks, automate workflows & marketing, track revenue & send communications.
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
7K
5
4
3
2
1
3.5K
2.3K
781
173
84
- Value for money
- Ease of use
- Features
- Customer support
68%
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
“I like Zoho CRM for its smart workflow management that automates routine tasks and it’s effective email campaign features that helps create and track personalized customer engagement.”
GO
Gabriella O.
Human resources manager
“We use it for new leads, tracking stages of leads and bookings, contact details, tasks, sending emails and more.”
SM
Sherry M.
Executive Manager
“It provides a solid combination of contact management, email communication, workflow automation, and sales tracking capabilities.”
AR
Ansuman R.
Ecom manager
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
“It is a bit difficult while integrating with the previous crm as there are few gaps and not able to capture the few details same as the previous crm”
sc
suba c.
Customer Success Executive
“The mobile app is really frustrating when I'm out showing properties and need to update deal stages on the fly.”
AC
Andy C.
Sales Director
“Certain automation workflows are overly cumbersome to build, particularly when including multiple conditions and actions.”
AD
Alexandre D.
Secretary General
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 review5 days ago
- Vendor responds to reviews
- Last review9 days ago
Key features
- Total features180
- A/B Testing
- AI Copilot
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Asset Lifecycle Management
- Automated Routing
- Bank Reconciliation
- Billing & Invoicing
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Intelligence
- Business Process Automation
- Business Process Control
- Buyer Management
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Management
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Cash Management
- Channel Management
- Chat/Messaging
- Chatbot
- Churn Management
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Communication Management
- Compliance Management
- Configurable Workflow
- Consolidation/Roll-Up
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Customer Activity Tracking
- Customer Database
- Customer Engagement
- Customer Experience Management
- Customer History
- Customer Journey Mapping
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customer Surveys
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Connectors
- Data Entry
- Data Import/Export
- Data Integration
- Data Security
- Data Synchronization
- Data Visualization
- Deal Management
- Dispatch Management
- Document Management
- Document Storage
- Donor Management
- Drag & Drop
- Drip Campaigns
- EDI
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Employee Management
- Employee Scheduling
- Engagement Tracking
- Estimating
- Event Triggered Actions
- Exception Reporting
- Expense Tracking
- Feedback Management
- Field Sales Management
- File Sharing
- Filtering
- Financial Analysis
- Financial Management
- Financial Reporting
- Fixed Asset Management
- For AEC Industry
- For Call Centers
- For Financial Institutions
- For Healthcare
- For Insurance Industry
- For Mac Devices
- For Medical Purposes
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Fund Management
- Gamification
- General Ledger
- Generative AI
- Goal Management
- Goal Setting/Tracking
- Graphical Data Presentation
- HR Management
- Help Desk Management
- Incentive 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
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Live Chat
- Loyalty Program
- Maintenance Scheduling
- Marketing Automation
- Marketing Calendar
- Marketing Management
- Meeting Management
- Mobile Access
- Mobile App
- Modeling & Simulation
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Marketing
- Multi-Currency
- Multi-Language
- Multivariate Testing
- Negative Feedback Management
- No-Code
- Onboarding
- Online Invoicing
- Opportunity Management
- Payroll Management
- Performance Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Point of Sale (POS)
- Predictive Analytics
- Prioritization
- Product Catalog
- Profit/Loss Statement
- Progress Tracking
- Project Management
- Project Tracking
- Projections
- Proposal Generation
- Prospecting Tools
- Purchase Order Management
- Quota Planning
- Quotes/Estimates
- ROI Tracking
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Receiving
- Referral Tracking
- Relationship Tracking
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Requisition Management
- Rewards Management
- Role-Based Permissions
- Sales Activity Management
- Sales Analytics
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Pipeline Management
- Sales Planning
- 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
- eCommerce Management
- Total features134
- A/B Testing
- AI Copilot
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Asset Lifecycle Management
- Automated Routing
- Bank Reconciliation
- Billing & Invoicing
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Intelligence
- Business Process Automation
- Business Process Control
- Buyer Management
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Management
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Cash Management
- Channel Management
- Chat/Messaging
- Chatbot
- Churn Management
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Communication Management
- Compliance Management
- Configurable Workflow
- Consolidation/Roll-Up
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Customer Activity Tracking
- Customer Database
- Customer Engagement
- Customer Experience Management
- Customer History
- Customer Journey Mapping
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customer Surveys
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Connectors
- Data Entry
- Data Import/Export
- Data Integration
- Data Security
- Data Synchronization
- Data Visualization
- Deal Management
- Dispatch Management
- Document Management
- Document Storage
- Donor Management
- Drag & Drop
- Drip Campaigns
- EDI
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Employee Management
- Employee Scheduling
- Engagement Tracking
- Estimating
- Event Triggered Actions
- Exception Reporting
- Expense Tracking
- Feedback Management
- Field Sales Management
- File Sharing
- Filtering
- Financial Analysis
- Financial Management
- Financial Reporting
- Fixed Asset Management
- For AEC Industry
- For Call Centers
- For Financial Institutions
- For Healthcare
- For Insurance Industry
- For Mac Devices
- For Medical Purposes
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Fund Management
- Gamification
- General Ledger
- Generative AI
- Goal Management
- Goal Setting/Tracking
- Graphical Data Presentation
- HR Management
- Help Desk Management
- Incentive 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
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Live Chat
- Loyalty Program
- Maintenance Scheduling
- Marketing Automation
- Marketing Calendar
- Marketing Management
- Meeting Management
- Mobile Access
- Mobile App
- Modeling & Simulation
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Marketing
- Multi-Currency
- Multi-Language
- Multivariate Testing
- Negative Feedback Management
- No-Code
- Onboarding
- Online Invoicing
- Opportunity Management
- Payroll Management
- Performance Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Point of Sale (POS)
- Predictive Analytics
- Prioritization
- Product Catalog
- Profit/Loss Statement
- Progress Tracking
- Project Management
- Project Tracking
- Projections
- Proposal Generation
- Prospecting Tools
- Purchase Order Management
- Quota Planning
- Quotes/Estimates
- ROI Tracking
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Receiving
- Referral Tracking
- Relationship Tracking
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Requisition Management
- Rewards Management
- Role-Based Permissions
- Sales Activity Management
- Sales Analytics
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Pipeline Management
- Sales Planning
- 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
- eCommerce Management
Integrations
- Total integrations65
- ADP Workforce Now
- ActiveCampaign
- Ameyo
- AskNicely
- Avaya Experience Platform
- Bedrock Data
- Box
- Campaign Monitor by Marigold
- Docusign
- Dropbox
- Eventbrite
- Five9
- Gainsight CS
- GetResponse
- GoTo Meeting
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Workspace
- HubSpot CRM
- HubSpot Data Hub
- InsideView
- Jotform
- Kixie PowerCall & SMS
- Klenty
- Knowlarity
- Lattice Engines
- Leadfeeder
- LinkedIn for Business
- Meta for Business
- Microsoft 365
- Microsoft Azure
- Microsoft Excel
- Microsoft Outlook
- Microsoft Power BI
- Microsoft SharePoint
- Microsoft Teams
- PROS Smart CPQ
- PandaDoc
- PayPal Payments
- Proposify
- QuickBooks Online
- QuoteWerks
- Quoter
- RingCX
- SMS-Magic
- SOFT4Spaces
- Saasu
- Salesforce Sales Cloud
- Sana Commerce
- Shopify
- SimplyCast
- Skyvia
- Slack
- SurveyMonkey
- Tacton CPQ
- Trello
- Twilio
- Twitter/X
- Xero
- Zapier
- Zendesk Suite
- Zoho Analytics
- Zoho Assist
- Zoho Billing
- Zoho Books
- Zoho Campaigns
- Zoho Cliq
- Zoho Creator
- Zoho Desk
- Zoho Expense
- Zoho Forms
- Zoho Invoice
- Zoho Mail
- Zoho Meeting
- Zoho Projects
- Zoho SalesIQ
- Zoho Sign
- Zoho Social
- Zoho Survey
- Zoho Writer
- airSlate SignNow
- iQuoteXpress
- mailparser.io
- Total integrations24
- ADP Workforce Now
- ActiveCampaign
- Ameyo
- AskNicely
- Avaya Experience Platform
- Bedrock Data
- Box
- Campaign Monitor by Marigold
- Docusign
- Dropbox
- Eventbrite
- Five9
- Gainsight CS
- GetResponse
- GoTo Meeting
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Workspace
- HubSpot CRM
- HubSpot Data Hub
- InsideView
- Jotform
- Kixie PowerCall & SMS
- Klenty
- Knowlarity
- Lattice Engines
- Leadfeeder
- LinkedIn for Business
- Meta for Business
- Microsoft 365
- Microsoft Azure
- Microsoft Excel
- Microsoft Outlook
- Microsoft Power BI
- Microsoft SharePoint
- Microsoft Teams
- PROS Smart CPQ
- PandaDoc
- PayPal Payments
- Proposify
- QuickBooks Online
- QuoteWerks
- Quoter
- RingCX
- SMS-Magic
- SOFT4Spaces
- Saasu
- Salesforce Sales Cloud
- Sana Commerce
- Shopify
- SimplyCast
- Skyvia
- Slack
- SurveyMonkey
- Tacton CPQ
- Trello
- Twilio
- Twitter/X
- Xero
- Zapier
- Zendesk Suite
- Zoho Analytics
- Zoho Assist
- Zoho Billing
- Zoho Books
- Zoho Campaigns
- Zoho Cliq
- Zoho Creator
- Zoho Desk
- Zoho Expense
- Zoho Forms
- Zoho Invoice
- Zoho Mail
- Zoho Meeting
- Zoho Projects
- Zoho SalesIQ
- Zoho Sign
- Zoho Social
- Zoho Survey
- Zoho Writer
- airSlate SignNow
- iQuoteXpress
- mailparser.io
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