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Dynamics 365 vs Nutshell Comparison (2026)
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Good recommendations?
Dynamics 365
4.4
(5.8K)5
3K
4
2.1K
3
561
2
95
1
33
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Nutshell
4.4
(625)5
321
4
230
3
59
2
11
1
4
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
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.
Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations win more deals, and doesn’t require a full-time admin to manage. Every Nutshell subscription comes with unlimited CRM contacts, data migration assistance, and world-class live support, all at an unbeatable price.
- 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
4.4
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 app4.4
625
5
4
3
2
1
321
230
59
11
4
- Value for money
- Ease of use
- Features
- Customer support
70%
would recommend this appPros
“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
Pros
“Outlook sync pulls replies into the lead timeline, email templates handle no response follow ups, and audiences let each rep group their own accounts and send a targeted blast without touching a separate marketing tool.”
BF
Brady F.
Onboarding Coordinator
“The structure of company as the record, people hanging off it, and a separate lead for every project at that account matches how our reps actually sell, and the custom pipeline stages with automatic follow-up tasks mean nothing sits untouched.”
BF
Brady F.
Onboarding Coordinator
“I wish that leads could function more completely as orders in and of themselves, with the ability to include percentage based line items such as sales tax or apply discounts to all of the products on a lead.”
EJ
Erin J.
Director of Special Projects
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
Cons
“The mobile version doesn’t always match the desktop experience and lacks some features, making on-the-go work less smooth for some teams.”
KM
Keagen M.
Business Development Consultant
“The time wasted with the customer service was so high that it made making this determination prohibitively time consuming.”
AB
Amber B.
CEO
“It lacks some functionality with forms, drip campaigns, and merge tags and is not as customizable for exactly what I need, so I’ve had to use some workarounds.”
MB
Melanie B.
Project Specialist
- Vendor responds to reviews
- Last review6 days ago
- Vendor responds to reviews
- Last reviewa month ago
Key features
- Total features134
- A/B Testing
- API
- Accounting
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Asset Lifecycle Management
- Bank Reconciliation
- Batch Processing
- Billing & Invoicing
- Budgeting/Forecasting
- Business Intelligence
- CAN-SPAM Compliance
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Scheduling
- Cash Management
- Chat/Messaging
- Click Tracking
- Client Management
- Collaboration Tools
- Commission Management
- Compliance Management
- Consolidation/Roll-Up
- Contact Database
- Contact 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 Import/Export
- Data Integration
- Data Visualization
- Dispatch Management
- Document Management
- Document Storage
- Drag & Drop
- Drip Campaigns
- EDI
- Email Campaign Management
- Email Management
- Email Marketing
- Email Sequences
- Email Templates
- Email Tracking
- Employee Management
- Employee Scheduling
- Engagement Tracking
- Event Triggered Actions
- 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
- Landing Pages/Web Forms
- Lead Assignment
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- List Management
- Maintenance Scheduling
- Marketing Automation
- Marketing Management
- Mobile Access
- Mobile App
- Mobile Optimization
- Monitoring
- Multi-Channel Communication
- Multi-Channel Marketing
- Multi-Currency
- Online Invoicing
- Opportunity Management
- Payroll Management
- Performance Metrics
- Personalization
- Pipeline Management
- Pipeline Reports
- Point of Sale (POS)
- Profit/Loss Statement
- Project Management
- Prospecting Tools
- Purchase Order Management
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Receiving
- Referral Tracking
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Requisition Management
- 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
- Social Media Integration
- Source Tracking
- Spend Management
- Status Tracking
- Subscriber Management
- Supplier Management
- Supply Chain Management
- Support Ticket Management
- Tagging
- Task Management
- Task Scheduling
- Template Management
- Templates
- Territory Management
- Third-Party Integrations
- Time & Expense Tracking
- Training Management
- Transaction Management
- Trend Analysis
- Vendor Management
- Visual Analytics
- WYSIWYG Editor
- Warehouse Management
- Web Forms
- Web-based Deployment
- Work Order Management
- Workflow Automation
- Workflow Management
- Total features94
- A/B Testing
- API
- Accounting
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Asset Lifecycle Management
- Bank Reconciliation
- Batch Processing
- Billing & Invoicing
- Budgeting/Forecasting
- Business Intelligence
- CAN-SPAM Compliance
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Scheduling
- Cash Management
- Chat/Messaging
- Click Tracking
- Client Management
- Collaboration Tools
- Commission Management
- Compliance Management
- Consolidation/Roll-Up
- Contact Database
- Contact 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 Import/Export
- Data Integration
- Data Visualization
- Dispatch Management
- Document Management
- Document Storage
- Drag & Drop
- Drip Campaigns
- EDI
- Email Campaign Management
- Email Management
- Email Marketing
- Email Sequences
- Email Templates
- Email Tracking
- Employee Management
- Employee Scheduling
- Engagement Tracking
- Event Triggered Actions
- 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
- Landing Pages/Web Forms
- Lead Assignment
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- List Management
- Maintenance Scheduling
- Marketing Automation
- Marketing Management
- Mobile Access
- Mobile App
- Mobile Optimization
- Monitoring
- Multi-Channel Communication
- Multi-Channel Marketing
- Multi-Currency
- Online Invoicing
- Opportunity Management
- Payroll Management
- Performance Metrics
- Personalization
- Pipeline Management
- Pipeline Reports
- Point of Sale (POS)
- Profit/Loss Statement
- Project Management
- Prospecting Tools
- Purchase Order Management
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Receiving
- Referral Tracking
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Requisition Management
- 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
- Social Media Integration
- Source Tracking
- Spend Management
- Status Tracking
- Subscriber Management
- Supplier Management
- Supply Chain Management
- Support Ticket Management
- Tagging
- Task Management
- Task Scheduling
- Template Management
- Templates
- Territory Management
- Third-Party Integrations
- Time & Expense Tracking
- Training Management
- Transaction Management
- Trend Analysis
- Vendor Management
- Visual Analytics
- WYSIWYG Editor
- Warehouse Management
- Web Forms
- Web-based Deployment
- Work Order Management
- Workflow Automation
- Workflow Management
Integrations
- Total integrations24
- 123FormBuilder
- 3CX
- ADP Workforce Now
- AWeber
- ActiveCampaign
- Acuity Scheduling
- AdRoll
- Airtable
- Ameyo
- Apollo.io
- Asana
- AskNicely
- Basecamp
- BigCommerce
- Box
- Calendly
- CallHippo
- CallRail
- Campaign Monitor by Marigold
- Chargebee
- Checkfront
- Constant Contact
- Demio
- Deskpro
- Dialpad
- Docusign
- Dropbox DocSend
- Dropbox Sign
- Eventbrite
- Five9
- Formstack Documents
- FreshMail
- Freshcaller
- Gainsight CS
- GitLab
- Givebutter
- Google Contacts
- Google Drive
- Google Sheets
- Gravity Forms
- Housecall Pro
- HubSpot Agent Hub
- HubSpot CRM
- InsideView
- Jira
- Jotform
- JustCall
- Kit
- Kixie PowerCall & SMS
- Klaviyo
- KrispCall
- Lattice Engines
- Leadpages
- LinkedIn for Business
- LiveChat
- Mad Mimi
- MailUp
- ManyChat
- Meta for Business
- Microsoft 365
- Microsoft Azure
- Microsoft Excel
- Microsoft Exchange
- Microsoft Outlook
- Microsoft Power BI
- Microsoft SharePoint
- Microsoft Teams
- MightyCall
- MightyForms
- Mixpanel
- Ninja Forms
- Notion
- Olark
- OnceHub
- PROS Smart CPQ
- PandaDoc
- Podio
- Procore
- Pure Chat
- QuickBooks Online
- Quo
- Reply
- RingCX
- RingCentral Engage Voice
- SOFT4Spaces
- Salesforce Sales Cloud
- Sana Commerce
- ServiceM8
- Slack
- Smartsheet
- Tacton CPQ
- Teamwork.com
- Todoist
- Trello
- Twitter/X
- Typeform
- Unbounce
- UserVoice
- WordPress
- WordPress Portal
- Wufoo
- Yesware
- Zapier
- Zendesk AI
- Zendesk Suite
- Zoom Phone
- airSlate SignNow
- eWebinar
- mailparser.io
- Total integrations91
- 123FormBuilder
- 3CX
- ADP Workforce Now
- AWeber
- ActiveCampaign
- Acuity Scheduling
- AdRoll
- Airtable
- Ameyo
- Apollo.io
- Asana
- AskNicely
- Basecamp
- BigCommerce
- Box
- Calendly
- CallHippo
- CallRail
- Campaign Monitor by Marigold
- Chargebee
- Checkfront
- Constant Contact
- Demio
- Deskpro
- Dialpad
- Docusign
- Dropbox DocSend
- Dropbox Sign
- Eventbrite
- Five9
- Formstack Documents
- FreshMail
- Freshcaller
- Gainsight CS
- GitLab
- Givebutter
- Google Contacts
- Google Drive
- Google Sheets
- Gravity Forms
- Housecall Pro
- HubSpot Agent Hub
- HubSpot CRM
- InsideView
- Jira
- Jotform
- JustCall
- Kit
- Kixie PowerCall & SMS
- Klaviyo
- KrispCall
- Lattice Engines
- Leadpages
- LinkedIn for Business
- LiveChat
- Mad Mimi
- MailUp
- ManyChat
- Meta for Business
- Microsoft 365
- Microsoft Azure
- Microsoft Excel
- Microsoft Exchange
- Microsoft Outlook
- Microsoft Power BI
- Microsoft SharePoint
- Microsoft Teams
- MightyCall
- MightyForms
- Mixpanel
- Ninja Forms
- Notion
- Olark
- OnceHub
- PROS Smart CPQ
- PandaDoc
- Podio
- Procore
- Pure Chat
- QuickBooks Online
- Quo
- Reply
- RingCX
- RingCentral Engage Voice
- SOFT4Spaces
- Salesforce Sales Cloud
- Sana Commerce
- ServiceM8
- Slack
- Smartsheet
- Tacton CPQ
- Teamwork.com
- Todoist
- Trello
- Twitter/X
- Typeform
- Unbounce
- UserVoice
- WordPress
- WordPress Portal
- Wufoo
- Yesware
- Zapier
- Zendesk AI
- Zendesk Suite
- Zoom Phone
- airSlate SignNow
- eWebinar
- mailparser.io
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