Dynamics 365 vs HealthSherpa

Salesforce Sales Cloud

Zoho CRM

NetSuite

eWay-CRM

SAP S/4HANA Cloud

Groove

Compare Dynamics 365 and HealthSherpa based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

NetSuite is an AI-powered cloud-based business management suite. It helps organizations streamline their operations and gain real-time insights into their performance. The suite caters to a range of industries such as manufacturing, retail, and professional services.

SAP S/4HANA Cloud is a cloud-based intelligent ERP system specifically developed for companies in all industries offering them a broad and flexible functionality.

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.

Accounts Payable

Accounts Receivable

Activity Dashboard

Activity Tracking

Asset Lifecycle Management

Bank Reconciliation

Billing & Invoicing

Budgeting/Forecasting

Calendar Management

Calendar/Reminder System

Campaign Management

Campaign Planning

Cash Management

Chat/Messaging

Collaboration Tools

Commission Management

Compliance Management

Consolidation/Roll-Up

Contact Database

Contact Management

Conversion Tracking

Customer Database

Customer History

Customer Segmentation

Customizable Branding

Customizable Templates

Dashboard Creation

Data Connectors

Data Import/Export

Data Visualization

Dispatch Management

Document Management

Document Storage

Email Management

Email Marketing

Email Templates

Employee Management

Employee Scheduling

Expense Tracking

Financial Analysis

Financial Management

Financial Reporting

Fixed Asset Management

For Call Centers

For Insurance Industry

For iPad Devices

For Medical Purposes

For Real Estate

For Startups

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

Knowledge Base Management

Knowledge Management

KPI Monitoring

Labor Forecasting

Lead Capture

Lead Generation

Lead Management

Lead Nurturing

Lead Qualification

Lead Segmentation

Maintenance Scheduling

Marketing Automation

Mobile Access

Mobile App

Multi-Channel Communication

Multi-Channel Marketing

Multi-Currency

Online Invoicing

Payroll Management

Performance Metrics

Pipeline Management

Point of Sale (POS)

Profit/Loss Statement

Project Management

Prospecting Tools

Purchase Order Management

Remote Access/Control

Reporting & Statistics

Reporting/Analytics

Requisition Management

Sales Forecasting

Sales Pipeline Management

Sales Reports

Sales Trend Analysis

Scheduling

Search/Filter

Self Service Portal

Single Page View

Dynamics 365

Android

Linux

Web-based

Windows

iPhone

Freelancer

The planning and financial organization  helps the sales rise, helps keep good records of clients in line. Very user friendly if you know your computer well.

benefits administrator

Everyone involved was impressed by the organization of the training and effectiveness of it. They offered us the ability to call anytime if we have any issues.

programmer

I like this software because it is affordable and and adds a lot of value to my money which is why I love it.

Project Manager

My overall experience with this software so far is very good. They constantly try to improve and add more fantastic features.

Content Creator on Youtube

It is great for product line of enterprise resource planning and customer relationship management application. It is easy to use and if you need help the support is fantastic.

Director of Digital Transformation

We made the switch and have enjoyed an overlooked benefit from our new provider, a robust customer community to help us solve challenges above our head.

Founder

Plus, its integrated systems is great that helps align our sales and marketing process that help produce a seamless experience for our customers.

Self employed 

My overall experience with dynamics is wonderful because you can you use it for meeting etc and it’s lovely to have.

International Operations Manager

Is a pretty comfortable CRM, smart, complete, and professional. Don´t waste your time looking for another CRM´s this one is the best, this one has the best tools and features.

Network Analyst

The Best thing about MS dynamics is that it provides the opportunity of interaction between users and clients. It has a very simple interface which makes it very easy to record negotiations.

Assistant Controller

This software is affordable and within our budget. I really like its ease of implementation and use.

Sr. System Analyst

Customer service has suffered due to the dropped messages, limited user interface and time consuming ticket entry. Users and employees alike avoid the system.

Software Development Engineer

The predictive insights that the software provides with the intelligence of AI is quite outstanding.

Personal Assistant

The integration between other Microsoft software makes it perfect use in all aspects. The layouts are great, utilizing it is easy and the software is not costly.

Controller

Having trouble with acrobat pdfs and converting them in excel or words documents. Secondly trouble creating email groups and then editing email groups.

Software engineers

Getting error some time so it's take some time to remove the error.

Teaching Associate

Everything from easy to use to excellent customer support, it is a top tool.

Reporting out of the system takes most of my bosses time and the results coming out of it are questionable given the user experience causing garbage data in.

Dynamics 365 screenshot: Microsoft Dynamics 365 sales opportunity tracking

Dynamics 365 screenshot: Microsoft Dynamics 365 finance and operations reports

Dynamics 365 screenshot: Microsoft Dynamics 365 omnichannel customer service

Dynamics 365 screenshot: Microsoft Dynamics 365 dynamic marketing workflows

Freelancers

Large Enterprises

Mid Size Business

Non Profit

Public Administrations

Small Business

eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage customers, contacts, sales, projects and marketing. It contains apps for iOS and Android so that people can work on the go. There is also a web interface for those who prefer working from home or on Mac.

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy in a smart, adaptive way. With Groove, revenue leaders can use automation to do more with less, driving greater efficiency and effectiveness across the customer lifecycle.

HealthSherpa is designed to help healthcare organizations of all sizes streamline quoting, enrolling, and client management operations for ACA (Affordable Care Act) under the healthcare law. The platform enables agents to submit applications, follow-up on clients, and track approval status.

Quotes/Estimates

Third-Party Integrations

HealthSherpa

Health Agent

Easy to find existing applications, love to tool you can now send people to self-enroll. Love the layout of each carrier with benefits.

Independent Licensed Agent

I also enjoy how easy it is to save your leads and upload documents for clients. I like the ability to maintain the leads and be able to maintain the accounts throughout the year.

Insurance Broker

It conveniently stores data history and client activity for my records. Customer support is always super helpful when I call in for help.

Owner/Officer

HealthSherpa is a great partner to save time and help to provide clients with the high level of customer service that I expect to give.

Sales Agent

What I liked most about this software is how much time I save helping individuals find the right policy.

Independent Agent 

When starting out in the Marketplace, this is THE go to product for newbies. Easy to use and direct access are fantastic.

Broker

At such a busy time over here this is very important. It consolidates all my carriers in one place and seamlessly connects to healthcare.gov.

Agent

Overall the experience was a great one. Made me  a lot of money, I will continue to use it and will recommend it.

I litterally stopped representing the carriers during open enrollment on the Marketplace last year. There were constant conflicts on the individual carrier sites.

I like how you can save your leads and see any requirements for healthcare.gov.

Managing Broker

Every transaction whether front end or back end is super easy to accomplish. Very intuitive interface that actually seems to work the first time.

business owner

This system is new to me but it has been very user friendly and quick to complete renewals and new applications. I would highly recommend it to Health Ins businesses.

Cost Effective, Easy to track/update carrier appointments, Easy to track clients, Doctor search function is a huge time saver.

Health Insurance Agent

Often the password would just quit working for them for no reason, and every year we had a difficult time resetting the password.

Difficult to manage your clients especially when the client is a shopper and changes their choices.

Dynamics 365 vs HealthSherpa Comparison (2026)

Dynamics 365

HealthSherpa

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives