In this article, we will explore the differences between these two platforms, highlighting the benefits of Microsoft Dynamics 365 over Salesforce and why customers should choose Microsoft as their preferred CRM solution.
1. Customisation Capabilities
One of the most significant advantages of Microsoft Dynamics 365 over Salesforce is the platform’s customisation capabilities. Dynamics 365 allows users to tailor the software to meet their unique business needs, making it more flexible than Salesforce.
For example, users can easily modify the platform’s interface, create custom tables and fields, and build workflows and automation to streamline their business processes. Additionally, Dynamics 365 has a more robust and intuitive development environment, which allows developers to build custom applications and integrate them with other Microsoft products, such as PowerApps and Power Automate.
2. Integration with Microsoft Products
Another significant benefit of Microsoft Dynamics 365 is its integration with other Microsoft products. Microsoft has built Dynamics 365 to work seamlessly with other Microsoft products such as Office 365, Power BI, SharePoint, Business Central and more. This integration provides users with a unified experience across multiple applications and services, increasing their productivity and improving collaboration among team members.
On the other hand, Salesforce’s integration with other products is limited, and users may have to rely on third-party integrations to connect Salesforce with other software applications.
3. Data Management and Security
Data management and security are essential aspects of any CRM system. Microsoft Dynamics 365 provides users with robust data management and security features, ensuring that their sensitive customer data is safe and secure. The platform includes features such as role-based security, data encryption, and audit tracking, which allow users to control access to their data and track any changes made to it.
Additionally, Microsoft Dynamics 365 allows users to set up automatic data backups and disaster recovery plans, which provide an extra layer of protection for their data. Salesforce also provides users with data management and security features, but Microsoft Dynamics 365 has a more comprehensive set of features and better security controls.
4. Pricing
Pricing is another essential factor to consider when choosing a CRM software solution. Microsoft Dynamics 365 has a more affordable pricing structure than Salesforce, making it a better choice for small and medium-sized businesses.
Dynamics 365 offers a flexible licensing model that allows users to purchase only the features they need, which can help organisations save money on their CRM investment. On the other hand, Salesforce’s pricing model can be confusing and may include hidden costs such as additional user licenses, which can add up over time.
To help illustrate the benefits of Microsoft Dynamics 365, here is a couple of case studies:
St Vincent de Paul Society Queensland (Vinnies) is a not-for-profit combating social injustice and offering a ‘hand up’ to people in need.
Vinnies identified the need to implement a member and volunteer platform to help them manage their interactions with prospective and current members and volunteers. This included managing the lifecycle, from initial enquiry to profile establishment and management, onboarding, assigning roles and accreditation, data management and off-boarding.
SOCO worked closely with Vinnies’ stakeholders, using interviews, questionnaires, workshops and documentation from Vinnies during the Discovery phase. Utilising a SCRUM framework and Agile methodology, SOCO used a series of Sprints for delivery giving Vinnies the ability to review and control the outcomes of the project.
The solution has provided Vinnies with an easy to use, reliable platform for successful member and volunteer management. The portal offers improved usability for staff, members, and volunteers at all levels of technical ability.
The new platform delivers enhanced functionality, efficiency, and quick access to relevant information. The integrations enable seamless entry from the one platform, providing a streamlined user experience.
TAE Aerospace is a leading, global maintenance, engineering and manufacturing company proudly headquartered in Queensland.
TAE needed a sales and business development solution that would seamlessly integrate with their productivity suite and manage a fast-growing international presence.
The result was extremely well received by staff and adopted internationally. Since launch, the solution has been pivotal in ensuring all 11 international offices are logging, tracking, reporting, and communicating on activity in a consistent manner.
Due to the success of this project TAE are continuing to work with SOCO to enhance and develop other business processes.
The best part about Microsoft is that it is continuously investing in the development and enhancement of Dynamics 365, ensuring that it remains a cutting-edge CRM solution that meets the evolving needs of businesses today and in the future.
In the end, the choice between Microsoft Dynamics 365 and Salesforce will depend on your business’s specific needs and preferences. Both solutions offer a wide range of features and benefits, and both are trusted by businesses around the world. By comparing these top CRM solutions based on factors such as features, benefits and pricing, you can make an informed decision and choose the CRM that is best for your business.
SOCO offers free consultation and a non-obligated quote. To speak to one of our consultants, please submit an enquiry form or call us on 1300 364 833
