# Altify vs Dynamics 365 Sales Comparison

| | Altify | Dynamics 365 Sales | 
|---|---|---|
| **Star Rating** | 4.2 out of 5 | 3.8 out of 5 | 
| **Total Reviews** | 76 | 1,620 | 
| **Largest Market Segment** | Enterprise (54.9% of reviews) | Mid-Market (39.4% of reviews) | 
| **Entry Level Price** | Starting at $20.00 1 Users Per Month | $210/month per user | 

---
## Top Pros & Cons

### Altify

Pros:
- Customer Support (3 reviews)
- Account Management (2 reviews)

Cons:
- Not Intuitive (3 reviews)
- Complexity (1 reviews)

### Dynamics 365 Sales

Pros:
- Ease of Use (18 reviews)
- Integrations (11 reviews)

Cons:
- Learning Curve (12 reviews)
- Complexity (7 reviews)

---
## Ratings Comparison
| Rating | Altify | Dynamics 365 Sales | 
|---|---|---|
  | **Meets Requirements** | 8.4 (66 reviews) | 8.1 (1293 reviews) | 
  | **Ease of Use** | 7.7 (66 reviews) | 7.4 (1299 reviews) | 
  | **Ease of Setup** | 6.8 (41 reviews) | 7.2 (419 reviews) | 
  | **Ease of Admin** | 7.3 (39 reviews) | 7.6 (385 reviews) | 
  | **Quality of Support** | 8.7 (61 reviews) | 7.5 (1134 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.8 (41 reviews) | 7.8 (380 reviews) | 
  | **Product Direction (% positive)** | 8.6 (66 reviews) | 6.3 (1268 reviews) | 

---
## Pricing

### Altify

#### Entry-Level Pricing

Plan: Altify Insights

Price: Starting at $20.00 1 Users Per Month

Description: Upland Altify Insights is a fully configurable, comprehensive solution, native on Salesforce, available for an annual subscription fee. Starting at $20 per user/per month with a minimum 12 month term.

Key Features:
- Altify Insights

[Learn more about Altify](https://www.g2.com/products/altify/reviews)

#### Free Trial

Yes

### Dynamics 365 Sales

#### Entry-Level Pricing

Plan: Dynamics 365 Plan

Price: $210 /month per user

Description: Get full use of all applications in one comprehensive, cost-efficient option.


[Browse all 3 editions](https://www.g2.com/products/dynamics-365-sales/pricing)

#### Free Trial

No

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Altify** | N/A | N/A |
| **Dynamics 365 Sales** | 7.9/10 | 1203 |

#### Sales Force Automation

| Feature | Altify | Dynamics 365 Sales | 
|---|---|---|
| **Contact & Account Management** | Not enough data | 8.1 (966 reviews) ✓ Verified | 
| **Partner Relationship Mgmt. (PRM)** | Not enough data | 7.9 (679 reviews) ✓ Verified | 
| **Opportunity & Pipeline Mgmt.** | Not enough data | 7.9 (907 reviews) ✓ Verified | 
| **Task / Activity Management** | Not enough data | 7.8 (973 reviews) ✓ Verified | 
| **Territory & Quota Management** | Not enough data | 7.6 (736 reviews) ✓ Verified | 
| **Desktop Integration** | Not enough data | 7.9 (871 reviews) ✓ Verified | 
| **Product & Price List Management** | Not enough data | 7.6 (730 reviews) ✓ Verified | 
| **Quote & Order Management** | Not enough data | 7.8 (722 reviews) ✓ Verified | 
| **Customer Contract Management** | Not enough data | 8.0 (768 reviews) ✓ Verified | 

#### Marketing Automation

| Feature | Altify | Dynamics 365 Sales | 
|---|---|---|
| **Email Marketing** | Not enough data | 7.6 (754 reviews) ✓ Verified | 
| **Campaign Management** | Not enough data | 7.5 (732 reviews) ✓ Verified | 
| **Lead Management** | Not enough data | 7.8 (822 reviews) ✓ Verified | 
| **Marketing ROI Analytics** | Not enough data | 7.6 (642 reviews) ✓ Verified | 

#### Customer Support

| Feature | Altify | Dynamics 365 Sales | 
|---|---|---|
| **Case Management** | Not enough data | 8.0 (708 reviews) ✓ Verified | 
| **Customer Support Portal** | Not enough data | 7.8 (672 reviews) ✓ Verified | 
| **Knowledge Base** | Not enough data | 7.9 (694 reviews) ✓ Verified | 
| **Call Center Features** | Not enough data | 7.7 (603 reviews) ✓ Verified | 
| **Support Analytics** | Not enough data | 7.9 (630 reviews) ✓ Verified | 

#### Reporting & Analytics

| Feature | Altify | Dynamics 365 Sales | 
|---|---|---|
| **Reporting** | Not enough data | 7.9 (897 reviews) ✓ Verified | 
| **Dashboards** | Not enough data | 7.9 (946 reviews) ✓ Verified | 
| **Forecasting** | Not enough data | 7.7 (784 reviews) ✓ Verified | 

#### Mobile & Social

| Feature | Altify | Dynamics 365 Sales | 
|---|---|---|
| **Social Collaboration Features** | Not enough data | 7.5 (556 reviews) ✓ Verified | 
| **Social Network Integration** | Not enough data | 7.6 (550 reviews) ✓ Verified | 
| **Mobile User Support** | Not enough data | 7.4 (620 reviews) ✓ Verified | 

#### Platform

| Feature | Altify | Dynamics 365 Sales | 
|---|---|---|
| **Customization** | Not enough data | 8.1 (293 reviews) ✓ Verified | 
| **Workflow Capability** | Not enough data | 8.1 (309 reviews) ✓ Verified | 
| **User, Role, and Access Management** | Not enough data | 8.2 (302 reviews) ✓ Verified | 
| **Internationalization** | Not enough data | 7.9 (227 reviews) ✓ Verified | 
| **Sandbox / Test Environments** | Not enough data | 7.9 (249 reviews) ✓ Verified | 
| **Document & Content Mgmt.** | Not enough data | 7.8 (277 reviews) ✓ Verified | 
| **Performance and Reliability** | Not enough data | 7.7 (292 reviews) ✓ Verified | 
| **Output Document Generation** | Not enough data | 7.8 (254 reviews) ✓ Verified | 

#### Integration

| Feature | Altify | Dynamics 365 Sales | 
|---|---|---|
| **Data Import & Export Tools** | Not enough data | 7.9 (297 reviews) ✓ Verified | 
| **Integration APIs** | Not enough data | 7.8 (234 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | Not enough data | 7.6 (239 reviews) ✓ Verified | 

#### Generative AI

| Feature | Altify | Dynamics 365 Sales | 
|---|---|---|
| **AI Text Generation** | Not enough data | 8.1 (18 reviews) | 

#### Agentic AI - CRM

| Feature | Altify | Dynamics 365 Sales | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 8.0 (5 reviews) | 
| **Multi-step Planning** | Not enough data | 6.7 (5 reviews) | 
| **Cross-system Integration** | Not enough data | 8.0 (9 reviews) | 
| **Adaptive Learning** | Not enough data | 9.0 (5 reviews) | 
| **Natural Language Interaction** | Not enough data | 8.3 (5 reviews) | 
| **Proactive Assistance** | Not enough data | 8.7 (5 reviews) | 
| **Decision Making** | Not enough data | 8.3 (5 reviews) | 

### Customer Revenue Optimization

| Product | Score | Reviews |
|---|---|---|
| **Altify** | 7.5/10 | 25 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Sales Team

| Feature | Altify | Dynamics 365 Sales | 
|---|---|---|
| **Flexible Sales Process** | 8.0 (22 reviews) | Not enough data | 
| **Training Mode** | 7.6 (22 reviews) | Not enough data | 
| **Playbooks** | 7.5 (21 reviews) | Not enough data | 

#### Intelligence

| Feature | Altify | Dynamics 365 Sales | 
|---|---|---|
| **Opportunity Identification** | 7.4 (21 reviews) | Not enough data | 
| **Zero-touch Renewals** | 6.2 (18 reviews) | Not enough data | 
| **Smart Content** | 6.7 (20 reviews) | Not enough data | 

#### Mapping

| Feature | Altify | Dynamics 365 Sales | 
|---|---|---|
| **Multiple Org Charts** | 8.3 (24 reviews) | Not enough data | 
| **Stakeholder Roles** | 8.5 (24 reviews) | Not enough data | 

#### Agentic AI - Customer Revenue Optimization

| Feature | Altify | Dynamics 365 Sales | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Revenue Operations & Intelligence (RO&I)

| Product | Score | Reviews |
|---|---|---|
| **Altify** | 5.5/10 | 10 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Revenue Sourcing and Forecasting

| Feature | Altify | Dynamics 365 Sales | 
|---|---|---|
| **Revenue History** | Not enough data | Not enough data | 
| **Pipeline Management** | 6.7 (10 reviews) | Not enough data | 
| **Dashboard Analytics** | 6.1 (9 reviews) | Not enough data | 
| **Multi-Device Data Visualization** | 4.3 (7 reviews) | Not enough data | 
| **Data Segmentation** | 6.0 (7 reviews) | Not enough data | 
| **Predictive Forecasting** | Not enough data | Not enough data | 
| **Revenue Operations Cadence** | Not enough data | Not enough data | 

#### CRM Data Enrichment

| Feature | Altify | Dynamics 365 Sales | 
|---|---|---|
| **Calendar Sync** | 3.8 (7 reviews) | Not enough data | 
| **Email Activity Capture** | Not enough data | Not enough data | 
| **Conversation Intelligence** | Not enough data | Not enough data | 
| **Marketing Leads** | 4.8 (7 reviews) | Not enough data | 
| **Contact Capture** | 5.5 (7 reviews) | Not enough data | 

#### Account Management

| Feature | Altify | Dynamics 365 Sales | 
|---|---|---|
| **Nonengaged Accounts** | 5.4 (8 reviews) | Not enough data | 
| **Account optimization** | 6.5 (8 reviews) | Not enough data | 
| **Historical Patterns** | 5.0 (6 reviews) | Not enough data | 
| **Rep Performance** | 5.6 (8 reviews) | Not enough data | 
| **Account Engagement** | 7.1 (8 reviews) | Not enough data | 
| **Historical Win/Loss Patterns** | 4.8 (7 reviews) | Not enough data | 

#### Agentic AI - Revenue Operations & Intelligence (RO&I)

| Feature | Altify | Dynamics 365 Sales | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Salesforce AppExchange Apps

| Product | Score | Reviews |
|---|---|---|
| **Altify** | N/A | N/A |
| **Dynamics 365 Sales** | N/A | N/A |

#### Agentic AI - Salesforce AppExchange Apps

| Feature | Altify | Dynamics 365 Sales | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **Altify** | 7.3/10 | 13 |
| **Dynamics 365 Sales** | 8.5/10 | 22 |

#### Agentic AI - Sales Analytics

| Feature | Altify | Dynamics 365 Sales | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

#### Data Sourcing

| Feature | Altify | Dynamics 365 Sales | 
|---|---|---|
| **Data Sourcing** | 6.7 (13 reviews) | 8.7 (21 reviews) | 
| **Exporting & Sharing Data** | Not enough data | 8.5 (21 reviews) | 
| **Multi-Device Data Visualization** | Not enough data | 8.4 (20 reviews) | 
| **Interactive Dashboards** | 6.7 (13 reviews) | 8.1 (21 reviews) | 
| **Data Segmentation** | 6.8 (13 reviews) | 8.7 (20 reviews) | 

#### Predictive Analytics

| Feature | Altify | Dynamics 365 Sales | 
|---|---|---|
| **Lead Scoring** | Not enough data | 8.7 (20 reviews) | 
| **Opportunity Scoring** | 8.2 (13 reviews) | 8.6 (19 reviews) | 
| **Risk Analysis** | 7.2 (13 reviews) | 8.3 (19 reviews) | 
| **Live Forecasting** | Not enough data | 8.3 (19 reviews) | 

#### Sales Management

| Feature | Altify | Dynamics 365 Sales | 
|---|---|---|
| **Live Pipeline Management** | 7.3 (13 reviews) | 8.8 (20 reviews) | 
| **Sales Gamification** | Feature Not Available | 8.7 (19 reviews) | 
| **Account-Based Analytics** | 7.2 (13 reviews) | 8.5 (20 reviews) | 
| **Activity Tracking** | 8.2 (13 reviews) | 8.7 (20 reviews) | 

### Sales Coaching

| Product | Score | Reviews |
|---|---|---|
| **Altify** | N/A | N/A |
| **Dynamics 365 Sales** | 8.6/10 | 6 |

#### Agentic AI - Sales Coaching

| Feature | Altify | Dynamics 365 Sales | 
|---|---|---|
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

#### Training

| Feature | Altify | Dynamics 365 Sales | 
|---|---|---|
| **Knowledge Base** | Not enough data | 8.9 (6 reviews) | 
| **Coaching Materials** | Not enough data | 8.6 (6 reviews) | 
| **Playbook Creation** | Not enough data | 7.5 (6 reviews) | 
| **Video Record** | Not enough data | 8.6 (6 reviews) | 

#### Feedback

| Feature | Altify | Dynamics 365 Sales | 
|---|---|---|
| **Review** | Not enough data | 8.9 (6 reviews) | 
| **Scorecard** | Not enough data | 8.9 (6 reviews) | 
| **Coaching Card** | Not enough data | 8.6 (6 reviews) | 
| **Leaderboard** | Not enough data | 9.2 (6 reviews) | 
| **Real-Time Updates** | Not enough data | 8.6 (6 reviews) | 
| **Notifications** | Not enough data | 8.6 (6 reviews) | 
| **Competition** | Not enough data | 8.6 (6 reviews) | 

#### Generative AI

| Feature | Altify | Dynamics 365 Sales | 
|---|---|---|
| **AI Text Summarization** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (1):** [Sales Analytics Software](https://www.g2.com/categories/sales-analytics)

**Unique to Altify (3):** [Revenue Operations & Intelligence (RO&I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i), [Customer Revenue Optimization (CRO) Software](https://www.g2.com/categories/customer-revenue-optimization), [Salesforce AppExchange Apps](https://www.g2.com/categories/salesforce-appexchange-apps)

**Unique to Dynamics 365 Sales (2):** [CRM Software](https://www.g2.com/categories/crm), [Sales Coaching Software](https://www.g2.com/categories/sales-coaching)


---
## Reviewer Demographics

### By Company Size

| Segment | Altify | Dynamics 365 Sales | 
|---|---|---|
| **Small-Business** | 14.1% | 31.1% | 
| **Mid-Market** | 31.0% | 39.4% | 
| **Enterprise** | 54.9% | 29.5% | 

### By Industry

#### Altify

- **Information Technology and Services:** 29.2%
- **Computer Software:** 16.7%
- **Telecommunications:** 11.1%
- **Computer & Network Security:** 4.2%
- **Financial Services:** 4.2%
- **Consulting:** 2.8%
- **Automotive:** 2.8%
- **Internet:** 2.8%
- **Information Services:** 2.8%
- **Health, Wellness and Fitness:** 2.8%
- **Other:** 20.8%

#### Dynamics 365 Sales

- **Information Technology and Services:** 12.6%
- **Computer Software:** 8.3%
- **Retail:** 3.9%
- **Marketing and Advertising:** 3.9%
- **Financial Services:** 3.9%
- **Accounting:** 2.8%
- **Education Management:** 2.3%
- **Non-Profit Organization Management:** 2.3%
- **Insurance:** 2.3%
- **Real Estate:** 2.3%
- **Other:** 55.3%

---
## Alternatives

### Alternatives to Altify

- [Revegy](https://www.g2.com/products/revegy/reviews) — 4.3/5 stars (40 reviews)
- [Backstory](https://www.g2.com/products/people-ai-backstory/reviews) — 4.5/5 stars (630 reviews)
- [Membrain](https://www.g2.com/products/membrain/reviews) — 4.6/5 stars (224 reviews)
- [DemandFarm](https://www.g2.com/products/demandfarm/reviews) — 4.4/5 stars (45 reviews)
- [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) — 4.5/5 stars (1738 reviews)
- [Outreach](https://www.g2.com/products/outreach/reviews) — 4.3/5 stars (3571 reviews)
- [Salesloft](https://www.g2.com/products/salesloft/reviews) — 4.5/5 stars (4287 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13841 reviews)
- [Clari](https://www.g2.com/products/clari/reviews) — 4.6/5 stars (5605 reviews)
- [Bigtincan Engagement](https://www.g2.com/products/bigtincan-engagement/reviews) — 4.1/5 stars (592 reviews)

### Alternatives to Dynamics 365 Sales

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25824 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14700 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13841 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3065 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2931 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1433 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1234 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1156 reviews)
- [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) — 4.2/5 stars (999 reviews)
- [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (952 reviews)

---
## Top Discussions

### Altify

- Title: [What CRM systems do you work with?](https://www.g2.com/discussions/what-crm-systems-do-you-work-with) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Altify is built natively on the Salesforce platform only."
- Title: [What is a CRO Strategy?](https://www.g2.com/discussions/what-is-a-cro-strategy) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "A successful CRO strategy centers around value-focused discussions and behavior where customers see real value. We call this "putting the customer at the..."
- Title: [What is Customer Revenue Optimization?](https://www.g2.com/discussions/what-is-customer-revenue-optimization) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Customer Revenue Optimization (CRO) is the combination of Strategy, Methodology, and Technology enabling the entire Revenue Team to deliver exceptional value..."

### Dynamics 365 Sales

- Title: [how can i creat a new feild for the contact?](https://www.g2.com/discussions/how-can-i-creat-a-new-feild-for-the-contact) — 3 comments, 1 upvote
  > **Top comment:** "you must have the "System customizer" and/or "System Administrator" role, If you do you can Click on the "Form Editor" when you have a contact open, you will..."
- Title: [What is Microsoft Dynamics CRM competitive advantage?](https://www.g2.com/discussions/what-is-microsoft-dynamics-crm-competitive-advantage) — 3 comments, 1 upvote
  > **Top comment:** "Dynamics CRM has the advantage of being a part of Microsoft. Some see that as a pro, others a con. Nonetheless, it is a full featured CRM just like several..."
- Title: [I'm new to Dynamics 365 Sales and struggling to set up and customize the sales pipeline. Can someone guide me through this process?](https://www.g2.com/discussions/i-m-new-to-dynamics-365-sales-and-struggling-to-set-up-and-customize-the-sales-pipeline-can-someone-guide-me-through-this-process) — 2 comments
  > **Top comment:** "To set up and customize your sales pipeline in Dynamics 365 Sales:

Define Sales Stages: Go to Settings > Sales > Sales Process to set stages like "Lead,"..."
- Title: [What is Dynamics 365 Sales used for?](https://www.g2.com/discussions/what-is-dynamics-365-sales-used-for) — 1 comment
  > **Top comment:** " Lead management: Capturing and nurturing leads, assigning them to sales representatives, and tracking their progress through the sales funnel.
 ..."
- Title: [What Dynamics 365 application can be used for point of sales?](https://www.g2.com/discussions/what-dynamics-365-application-can-be-used-for-point-of-sales) — 1 comment
  > **Top comment:** "1. In-store and Online Sales.
2.Inventory Management.
3.Customer Engagement.
4.Omnichannel Capabilities.
5.Payment Processing.
6.Reporting and Analytics."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/altify-vs-dynamics-365-sales)