Dynamics 365 vs Clari Copilot

Zoho CRM

NetSuite

Gong.io

SAP S/4HANA Cloud

Chorus

Jiminny

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

QuickBooks Online

QuickBooks Online is an all-in-one online business software designed to help manage business finances. The platform is built to scale businesses, unlocking insights and providing the functionality of a larger team, all on one integrated platform.

Salesforce Sales Cloud

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.

Jobber

Jobber is field service management software that helps home service businesses stay organized and deliver great customer experiences. With AI tools like Jobber Copilot and automated marketing features, teams can manage more work while delivering five-star service.

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.

Accounting

Accounts Payable

Accounts Receivable

Activity Dashboard

Activity Tracking

Asset Lifecycle Management

Bank Reconciliation

Billing & Invoicing

Budgeting/Forecasting

Business Intelligence

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 Engagement

Customer History

Customer Segmentation

Customizable Branding

Customizable Templates

Dashboard

Dashboard Creation

Data Connectors

Data Import/Export

Data Integration

Data Visualization

Dispatch Management

Document Management

Document Storage

Email Management

Email Marketing

Email Templates

Employee Management

Employee Scheduling

Expense Tracking

Filtering

Financial Analysis

Financial Management

Financial Reporting

Fixed Asset Management

For Call Centers

Forecasting

For Insurance Industry

For iPad Devices

For Medical Purposes

For Real Estate

For Startups

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 Scoring

Lead Segmentation

Maintenance Scheduling

Marketing Automation

Marketing Management

Mobile Access

Mobile App

Monitoring

Multi-Channel Communication

Multi-Channel Marketing

Multi-Currency

Online Invoicing

Opportunity Management

Payroll Management

Performance Metrics

Pipeline Management

Point of Sale (POS)

Profit/Loss Statement

Project Management

Prospecting Tools

Purchase Order Management

Reviews for Dynamics 365 come from a wide variety of industries, including computer software (10% of reviewers), information technology and services (9%), and education management (4%). The most frequent use case for Dynamics 365 cited by reviewers is CRM (34% of reviewers).

Users and use cases

Some reviewers feel Dynamics 365 offers reasonable pricing and appreciate the ability to select modules to control costs. However, users indicate the pricing structure is confusing, and some report high costs for advanced features and implementation.

Value for money

The Dynamics 365 integrations most frequently cited by reviewers are: Microsoft Outlook (an email management product rated 4.5 out of 5 for its integration with Dynamics 365), Microsoft Excel (a spreadsheet product, 4.7), and Microsoft SharePoint (a document management product, 4.5).

Integrations

Dynamics 365 is a CRM tool offering key features such as contact database, reporting/analytics, sales pipeline management, lead management, and task management, among others.

Dynamics 365

Web-based

iPhone

Android

Windows

Linux

Professional

Enterprise

Premium

IT Service Desk Analyst

My experience with Dynamics 365 has been positive and I am happy to be exposed to such a well working complex system, it has provided lots of learning lessons and made me realise how certain sections within our business manage their campaigns and provide customer support on a daily basis.

IT Manager

Microsoft dynamics allows us to keep all of our information and tracking of users, and products into one place.

Biller

Sometimes when you are clicking among multiple screens your filter screen goes away, and you have to reapply your search or filter

Account Executive

Overall, my experience with Dynamics 365 has been positive but it doesn’t have the WOW factor that other CRMs offer. While it gets the job done efficiently and provides solid functionality, the interface and features lack that extra level of innovation and polish seen in other platforms.

Head of Digital

As a non-profit, we find the flexibility to develop a number of different applications and processes to manage multiple revenue streams, track donor, supporter and customer data, giving us a genuine 360 view of those we engage with.

Software developer

Customer service for supporting tickets,email marketing,automates financial management , helps manage project resources,timelines and budgets.

Innovation director

It offers a comprehensive set of tools that effectively streamline business processes and improve visibility across departments. While there’s an initial investment in training and setup, the long-term benefits of increased productivity and interdepartmental collaboration make it a valuable asset for mid-sized to large organizations.

Strategy Advisor

I like Dynamics 365 for its comprehensive suite of business applications that seamlessly integrate to streamline operations, enhance customer relationships, and drive business growth.

web designer

Microsoft dynamics 365 offers a comprehensive suite of applications design to enhance business operation across various function such as sales, customer service, marketing, finance and more.

Manager

Utilize a user-friendly low-code platform that can be easily tailored to meet our specific requirements, Develop our own application or incorporate third-party apps seamlessly into the platform, connect to company system from any device via a cloud ecosystem

director

My company is Digital Marketing, this application improved my operations and was able to deliver my content more quickly and consequently my clients were more satisfied because I was able to archive data and update records

ServiceNow Consultor

Its deep integration with other Microsoft products enhances productivity, while its customizable features and AI-driven analytics deliver valuable insights for informed decision-making.

Director

The impact of Dynamics 365 on my business has been the elimination of data silos, automation of critical processes, and the ability for me to make decisions based on real-time data.

Teacher

Dynamics 365 serves as an invaluable educational tool by providing students with hands-on experience, fostering collaboration, promoting critical thinking, and preparing them for the demands of the modern workplace.

freelancer

Dynamics 365 is a versatile toolbox that integrates various business functions, providing a suite of tools for different jobs in one place.

System Adminstrator

Dynamics 365 is a robust platform for managing both customer relationships and business operations. While the learning curve is steep, its integration capabilities and powerful features make it worth the investment for larger organizations.

Senior executive branch manager

Successful adoption often hinges on effective planning, user training, ongoing support, and alignment with business objectives to maximize its benefits across sales, marketing, service, and operations functions.

Director - Operations

Robust system that allows for intuitive processing of business transactions and has the capacity to serve all sizes of enterprises.

Office Coordinator

The team feature is also really nice because we can keep each department's documents separate but also have the ability to share with other departments. And you can control who has editing privileges.

Developer

Most of the customizations needed to truly make it your own require JavaScript experience, although some functions can now be handled in PowerFX formulas

Used Parts Assistant Manager

Its scalability makes it ideal for growing businesses, and its powerful analytics and automation features are a game-changer. If you're looking for a comprehensive business solution that can grow with your organization, Dynamics 365 is definitely worth considering.

Compensation specialist

Dynamics 365 put everything together under same umbrella and very much customizable and manageable.

Regulatory Coordinator

The possibilities with Dynamics 365 are endless. If you can think of it, there's likely a way to integrate it into your system.

Once fully implemented, Dynamics 365 proves to be a versatile tool, streamlining workflows, improving collaboration, and offering scalability for growing businesses.

Consultant

Overall I like Dynamics 365 products, CRM is made well, it has compatibility and connections with Outlook, PowerAutomate is giving more options to update data which was not available before.

Recruitment Manager

What I like least about Dynamics 365 is its steep learning curve, high customization costs, and occasional performance issues with large data sets.

business process analyst

A powerful tool that is a necessity in many cases for a CRM product. Once the user gets more familiar with the product, then the similar layout on different pages make sit easier for the user to navigate in different

General Manager

Can capture almost any idea or or process through Dynamics 365.

The customisation options are solid as well; you can tailor it to fit your specific processes.

Machine Learning engineer

Dynamics 365 is very used across different companies, many times the platform does not fit in your work cycle and you have to change your way to work to integrate it in your company.

You will likely need to invest in some training and info sessions to fully understand how to use all the functions.

The integration across users is not super reliable.

Digital asset manager

I disliked how complex and overly-complicated Dynamics 365 was, to the point that it didn't make managing my own business intuitive or even fun.

Cleint Development Manager

Its great it gives us comlete  the picture of whats happeing in the business and helps us to analyze data and make meaningful improvments

This provides valuable AI-powered insights and automation capabilities for process optimization and decision-making.

Freelancer

Mature, End-to-End Solution, Accessible insights, Enhanced customer service experience, Reduced sales cycle and Increased productivity.

I feel is too expensive and it´s not available for everylne that would need it and use it.

CRM Consultant

Solid CRM, good for beginners as its easy enough to use and to understand but has some bugs and can be a little bit disorganized.

Power platform developer

The cloud-based integration of Dynamics 365 allows for easy access from anywhere, promoting remote work flexibility.

co-owner

The integration of AI into my work and the ability to free up time for other ways to help grow my organization.

Dynamics 365 vs Clari Copilot Comparison (2026)

Dynamics 365

Clari Copilot

Overview

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Pricing

User reviews

Key features

Integrations

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