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Dynamics 365 vs Sage Sales Management Comparison (2026)

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Good recommendations?

Dynamics 365 logo

Dynamics 365

Sage Sales Management logo

Sage Sales Management

Overview

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.

Sage Sales Management is the tool of choice for sales directors that are dedicated to improving the productivity of their teams. The success of the app is down to its 100% mobile first design, user-friendly interface, and high adoption rate. Now enhanced with AI.

  • 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

Starting from

50

/user

Per month

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

Starting from

19

Per month

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

User reviews

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

4.6

173

5

4

3

2

1

122

45

3

1

2

  • Value for money
  • Ease of use
  • Features
  • Customer support
85%
would recommend this app

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

Pros

“Sage Sales Management is a robust CRM platform designed to improve team efficiency.”
HM

Herbert M.

Manager

“Help also to follow sales weekly tasks, help to secure the deals and help Manager to follow the sales efforts and close Projects.”
TM

Tarek M.

Regional Senior Sales Manager

“This is the perfect fit for our hybrid work situation and the AI Sales Assistant is such an asset when interacting with the CRM to accomplish and get intelligence on your day to day activities.”
DB

Danyel B.

Global Business Devcelopment Manager

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.”
Verified reviewer profile picture

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.”
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

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last review7 days ago
  • Vendor responds to reviews
  • Last reviewa month ago

Key features

  • Total features134
  • AI Writing Assistant
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Asset Lifecycle Management
  • Bank Reconciliation
  • Billing & Invoicing
  • Budgeting/Forecasting
  • Business Intelligence
  • Business Process Control
  • CRM
  • CRM Integration
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Logging
  • Call Tracking
  • Campaign Management
  • Campaign Planning
  • Cash Management
  • Chat/Messaging
  • Client Tracking
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Compliance Management
  • Consolidation/Roll-Up
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Management
  • Contract/License Management
  • Conversation Intelligence
  • Conversion Tracking
  • Customer Database
  • Customer Engagement
  • Customer History
  • Customer Segmentation
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Connectors
  • Data Import/Export
  • Data Integration
  • Data Visualization
  • Deal Management
  • Dispatch Management
  • Document Management
  • Document Storage
  • EDI
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Employee Management
  • Employee Scheduling
  • Estimating
  • Expense Tracking
  • Field Sales Management
  • Filtering
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • Fixed Asset Management
  • For AEC Industry
  • For Call Centers
  • For Financial Institutions
  • For Insurance Industry
  • For Mac Devices
  • For Medical Purposes
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Fund Management
  • Funnel Analysis
  • GPS
  • General Ledger
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • 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
  • Leaderboards
  • Live Chat
  • Maintenance Scheduling
  • Marketing Automation
  • Marketing Management
  • Meeting Management
  • Mobile Access
  • Mobile App
  • Monitoring
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Currency
  • Online Invoicing
  • Online Time Clock
  • Opportunity Management
  • Payment Collection in the Field
  • Payroll Management
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Pipeline Reports
  • Point of Sale (POS)
  • Predictive Analytics
  • Product Catalog
  • Profit/Loss Statement
  • Project Management
  • Proposal Generation
  • Prospecting Tools
  • Purchase Order Management
  • Quotes/Estimates
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Reporting
  • Real-Time Updates
  • Receiving
  • Referral Tracking
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Requisition Management
  • Role-Based Permissions
  • Routing
  • Sales Activity Management
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Service History
  • Single Page View
  • Single Sign On
  • Social Media Integration
  • Spend Management
  • Status Tracking
  • Strategic Planning
  • Supplier Management
  • Supply Chain Management
  • Support Ticket Management
  • Task Management
  • Task Scheduling
  • Templates
  • Territory Management
  • Third-Party Integrations
  • Time & Expense Tracking
  • Training Management
  • Transaction Management
  • Trend Analysis
  • Vendor Management
  • Visual Analytics
  • Warehouse Management
  • Web-based Deployment
  • Work Order Management
  • Workflow Management
  • Total features113
  • AI Writing Assistant
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Asset Lifecycle Management
  • Bank Reconciliation
  • Billing & Invoicing
  • Budgeting/Forecasting
  • Business Intelligence
  • Business Process Control
  • CRM
  • CRM Integration
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Logging
  • Call Tracking
  • Campaign Management
  • Campaign Planning
  • Cash Management
  • Chat/Messaging
  • Client Tracking
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Compliance Management
  • Consolidation/Roll-Up
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Management
  • Contract/License Management
  • Conversation Intelligence
  • Conversion Tracking
  • Customer Database
  • Customer Engagement
  • Customer History
  • Customer Segmentation
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Connectors
  • Data Import/Export
  • Data Integration
  • Data Visualization
  • Deal Management
  • Dispatch Management
  • Document Management
  • Document Storage
  • EDI
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Employee Management
  • Employee Scheduling
  • Estimating
  • Expense Tracking
  • Field Sales Management
  • Filtering
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • Fixed Asset Management
  • For AEC Industry
  • For Call Centers
  • For Financial Institutions
  • For Insurance Industry
  • For Mac Devices
  • For Medical Purposes
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Fund Management
  • Funnel Analysis
  • GPS
  • General Ledger
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • 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
  • Leaderboards
  • Live Chat
  • Maintenance Scheduling
  • Marketing Automation
  • Marketing Management
  • Meeting Management
  • Mobile Access
  • Mobile App
  • Monitoring
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Currency
  • Online Invoicing
  • Online Time Clock
  • Opportunity Management
  • Payment Collection in the Field
  • Payroll Management
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Pipeline Reports
  • Point of Sale (POS)
  • Predictive Analytics
  • Product Catalog
  • Profit/Loss Statement
  • Project Management
  • Proposal Generation
  • Prospecting Tools
  • Purchase Order Management
  • Quotes/Estimates
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Reporting
  • Real-Time Updates
  • Receiving
  • Referral Tracking
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Requisition Management
  • Role-Based Permissions
  • Routing
  • Sales Activity Management
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Service History
  • Single Page View
  • Single Sign On
  • Social Media Integration
  • Spend Management
  • Status Tracking
  • Strategic Planning
  • Supplier Management
  • Supply Chain Management
  • Support Ticket Management
  • Task Management
  • Task Scheduling
  • Templates
  • Territory Management
  • Third-Party Integrations
  • Time & Expense Tracking
  • Training Management
  • Transaction Management
  • Trend Analysis
  • Vendor Management
  • Visual Analytics
  • Warehouse Management
  • Web-based Deployment
  • Work Order Management
  • Workflow Management

Integrations

  • Total integrations24
  • ADP Workforce Now
  • Adobe Commerce
  • Ameyo
  • AskNicely
  • BigCommerce
  • Campaign Monitor by Marigold
  • Contentful
  • Docusign
  • Evernote Teams
  • Five9
  • Freshdesk
  • Gainsight CS
  • Groove
  • HappyFox Help Desk
  • HubSpot CRM
  • InsideView
  • Jira
  • Kantata
  • Keap
  • KickoffLabs
  • Lattice Engines
  • LinkedIn for Business
  • LiveChat
  • Meta for Business
  • Microsoft 365
  • Microsoft Azure
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Power BI
  • Microsoft SharePoint
  • Microsoft Teams
  • Olark
  • PROS Smart CPQ
  • PandaDoc
  • QuickBooks Online Advanced
  • SOFT4Spaces
  • Salesforce Platform
  • Salesforce Sales Cloud
  • Sana Commerce
  • Shopify
  • Tacton CPQ
  • UserVoice
  • WooCommerce
  • WordPress
  • Zapier
  • Zendesk Suite
  • Zoho CRM
  • airSlate SignNow
  • Total integrations26
  • ADP Workforce Now
  • Adobe Commerce
  • Ameyo
  • AskNicely
  • BigCommerce
  • Campaign Monitor by Marigold
  • Contentful
  • Docusign
  • Evernote Teams
  • Five9
  • Freshdesk
  • Gainsight CS
  • Groove
  • HappyFox Help Desk
  • HubSpot CRM
  • InsideView
  • Jira
  • Kantata
  • Keap
  • KickoffLabs
  • Lattice Engines
  • LinkedIn for Business
  • LiveChat
  • Meta for Business
  • Microsoft 365
  • Microsoft Azure
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Power BI
  • Microsoft SharePoint
  • Microsoft Teams
  • Olark
  • PROS Smart CPQ
  • PandaDoc
  • QuickBooks Online Advanced
  • SOFT4Spaces
  • Salesforce Platform
  • Salesforce Sales Cloud
  • Sana Commerce
  • Shopify
  • Tacton CPQ
  • UserVoice
  • WooCommerce
  • WordPress
  • Zapier
  • Zendesk Suite
  • Zoho CRM
  • airSlate SignNow