# Capsule CRM vs Dynamics 365 Sales Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Capsule CRM excels in **ease of use** , with many users highlighting its intuitive interface and straightforward setup process. One user mentioned that the initial setup was "very easy and very logical," allowing them to get started quickly without a steep learning curve.
- **Users say** that Dynamics 365 Sales offers strong integration capabilities, particularly with other Microsoft products like Office, Teams, and Outlook. This seamless connectivity helps users maintain a smooth workflow, as noted by a reviewer who appreciated the "quick access to information" and the ability to keep everything connected.
- **Reviewers mention** that Capsule CRM is particularly well-suited for small businesses, with a focus on flexibility and customization. Users appreciate how easy it is to modify the setup to fit their specific needs, making it a great choice for those who require a tailored CRM experience.
- **According to verified reviews** , Dynamics 365 Sales has a robust feature set that includes AI-driven insights and predictive analytics, which help sales teams build stronger customer relationships. Users have praised these capabilities for enabling faster deal closures, showcasing the product's strength in advanced sales functionalities.
- **G2 reviewers highlight** that Capsule CRM's customer support is highly rated, with many users noting the quality of assistance they receive. This is contrasted with Dynamics 365 Sales, where some users have expressed a desire for improved support, indicating that there may be room for enhancement in this area.
- **Users report** that while Dynamics 365 Sales is powerful, it comes with a higher price point, which may be a barrier for smaller businesses. In contrast, Capsule CRM offers a free entry-level option, making it an attractive choice for budget-conscious users looking for effective CRM solutions.



| | Capsule CRM | Dynamics 365 Sales | 
|---|---|---|
| **Star Rating** | 4.7 out of 5 | 3.8 out of 5 | 
| **Total Reviews** | 492 | 1,619 | 
| **Largest Market Segment** | Small-Business (93.1% of reviews) | Mid-Market (39.4% of reviews) | 
| **Entry Level Price** | $0.00 2 Users Per Month | $210/month per user | 

---
## Top Pros & Cons

### Capsule CRM

Pros:
- Ease of Use (72 reviews)
- Customer Support (38 reviews)

Cons:
- Missing Features (14 reviews)
- Limited Customization (11 reviews)

### Dynamics 365 Sales

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

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

---
## Ratings Comparison
| Rating | Capsule CRM | Dynamics 365 Sales | 
|---|---|---|
  | **Meets Requirements** | 9.0 (409 reviews) | 8.1 (1291 reviews) | 
  | **Ease of Use** | 9.4 (433 reviews) | 7.4 (1297 reviews) | 
  | **Ease of Setup** | 9.3 (315 reviews) | 7.2 (417 reviews) | 
  | **Ease of Admin** | 9.4 (180 reviews) | 7.6 (385 reviews) | 
  | **Quality of Support** | 9.4 (359 reviews) | 7.5 (1132 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.5 (174 reviews) | 7.8 (380 reviews) | 
  | **Product Direction (% positive)** | 9.3 (405 reviews) | 6.3 (1268 reviews) | 

---
## Pricing

### Capsule CRM

#### Entry-Level Pricing

Plan: Free

Price: $0.00 2 Users Per Month

Description: Our free CRM to help you get started with basic features for up to 2 users.

Key Features:
- 250 Contacts
- 25 Custom Fields
- 10 AI Content Assists

[Browse all 5 editions](https://www.g2.com/products/capsule-crm/pricing)

#### 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 |
|---|---|---|
| **Capsule CRM** | 8.0/10 | 389 |
| **Dynamics 365 Sales** | 7.9/10 | 1201 |

#### Sales Force Automation

| Feature | Capsule CRM | Dynamics 365 Sales | 
|---|---|---|
| **Contact & Account Management** | 9.1 (346 reviews) ✓ Verified | 8.1 (965 reviews) ✓ Verified | 
| **Partner Relationship Mgmt. (PRM)** | Feature Not Available | 7.9 (679 reviews) ✓ Verified | 
| **Opportunity & Pipeline Mgmt.** | 8.9 (339 reviews) ✓ Verified | 7.9 (905 reviews) ✓ Verified | 
| **Task / Activity Management** | 9.1 (351 reviews) ✓ Verified | 7.8 (971 reviews) ✓ Verified | 
| **Territory & Quota Management** | 7.4 (269 reviews) | 7.6 (736 reviews) ✓ Verified | 
| **Desktop Integration** | 8.4 (305 reviews) ✓ Verified | 7.9 (869 reviews) ✓ Verified | 
| **Product & Price List Management** | 7.4 (267 reviews) | 7.6 (730 reviews) ✓ Verified | 
| **Quote & Order Management** | 7.4 (261 reviews) | 7.8 (721 reviews) ✓ Verified | 
| **Customer Contract Management** | 8.2 (291 reviews) ✓ Verified | 8.0 (768 reviews) ✓ Verified | 

#### Marketing Automation

| Feature | Capsule CRM | Dynamics 365 Sales | 
|---|---|---|
| **Email Marketing** | 7.8 (287 reviews) | 7.6 (754 reviews) ✓ Verified | 
| **Campaign Management** | Feature Not Available | 7.5 (732 reviews) ✓ Verified | 
| **Lead Management** | 8.8 (312 reviews) ✓ Verified | 7.8 (822 reviews) ✓ Verified | 
| **Marketing ROI Analytics** | Feature Not Available | 7.6 (642 reviews) ✓ Verified | 

#### Customer Support

| Feature | Capsule CRM | Dynamics 365 Sales | 
|---|---|---|
| **Case Management** | 8.6 (299 reviews) ✓ Verified | 8.0 (708 reviews) ✓ Verified | 
| **Customer Support Portal** | 8.3 (282 reviews) | 7.8 (672 reviews) ✓ Verified | 
| **Knowledge Base** | 8.4 (286 reviews) | 7.9 (694 reviews) ✓ Verified | 
| **Call Center Features** | 7.4 (257 reviews) | 7.7 (603 reviews) ✓ Verified | 
| **Support Analytics** | 7.9 (254 reviews) | 7.9 (630 reviews) ✓ Verified | 

#### Reporting & Analytics

| Feature | Capsule CRM | Dynamics 365 Sales | 
|---|---|---|
| **Reporting** | 8.0 (296 reviews) ✓ Verified | 7.9 (896 reviews) ✓ Verified | 
| **Dashboards** | 8.6 (303 reviews) ✓ Verified | 7.9 (946 reviews) ✓ Verified | 
| **Forecasting** | 7.9 (273 reviews) ✓ Verified | 7.7 (783 reviews) ✓ Verified | 

#### Mobile & Social

| Feature | Capsule CRM | Dynamics 365 Sales | 
|---|---|---|
| **Social Collaboration Features** | 7.4 (256 reviews) ✓ Verified | 7.5 (556 reviews) ✓ Verified | 
| **Social Network Integration** | Feature Not Available | 7.6 (550 reviews) ✓ Verified | 
| **Mobile User Support** | 8.3 (270 reviews) ✓ Verified | 7.4 (620 reviews) ✓ Verified | 

#### Platform

| Feature | Capsule CRM | Dynamics 365 Sales | 
|---|---|---|
| **Customization** | 8.3 (286 reviews) ✓ Verified | 8.1 (293 reviews) ✓ Verified | 
| **Workflow Capability** | 8.4 (280 reviews) ✓ Verified | 8.1 (308 reviews) ✓ Verified | 
| **User, Role, and Access Management** | 8.6 (281 reviews) ✓ Verified | 8.2 (302 reviews) ✓ Verified | 
| **Internationalization** | 7.5 (243 reviews) ✓ Verified | 7.9 (227 reviews) ✓ Verified | 
| **Sandbox / Test Environments** | 6.7 (228 reviews) ✓ Verified | 7.9 (249 reviews) ✓ Verified | 
| **Document & Content Mgmt.** | 7.5 (255 reviews) ✓ Verified | 7.8 (276 reviews) ✓ Verified | 
| **Performance and Reliability** | 9.4 (284 reviews) ✓ Verified | 7.7 (292 reviews) ✓ Verified | 
| **Output Document Generation** | 7.4 (246 reviews) | 7.8 (254 reviews) ✓ Verified | 

#### Integration

| Feature | Capsule CRM | Dynamics 365 Sales | 
|---|---|---|
| **Data Import & Export Tools** | 8.2 (267 reviews) ✓ Verified | 7.9 (297 reviews) ✓ Verified | 
| **Integration APIs** | 7.8 (258 reviews) ✓ Verified | 7.8 (234 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | 7.6 (241 reviews) ✓ Verified | 7.6 (239 reviews) ✓ Verified | 

#### Generative AI

| Feature | Capsule CRM | Dynamics 365 Sales | 
|---|---|---|
| **AI Text Generation** | 6.8 (221 reviews) | 8.1 (18 reviews) | 

#### Agentic AI - CRM

| Feature | Capsule CRM | Dynamics 365 Sales | 
|---|---|---|
| **Autonomous Task Execution** | 7.2 (24 reviews) | 8.0 (5 reviews) | 
| **Multi-step Planning** | 8.3 (19 reviews) | 6.7 (5 reviews) | 
| **Cross-system Integration** | 7.8 (20 reviews) | 7.7 (8 reviews) | 
| **Adaptive Learning** | 7.9 (20 reviews) | 9.0 (5 reviews) | 
| **Natural Language Interaction** | 7.3 (20 reviews) | 8.3 (5 reviews) | 
| **Proactive Assistance** | 8.0 (20 reviews) | 8.7 (5 reviews) | 
| **Decision Making** | 7.6 (20 reviews) | 8.3 (5 reviews) | 

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **Capsule CRM** | N/A | N/A |
| **Dynamics 365 Sales** | 8.5/10 | 22 |

#### Agentic AI - Sales Analytics

| Feature | Capsule CRM | 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 | Capsule CRM | Dynamics 365 Sales | 
|---|---|---|
| **Data Sourcing** | Not enough data | 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** | Not enough data | 8.1 (21 reviews) | 
| **Data Segmentation** | Not enough data | 8.7 (20 reviews) | 

#### Predictive Analytics

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

#### Sales Management

| Feature | Capsule CRM | Dynamics 365 Sales | 
|---|---|---|
| **Live Pipeline Management** | Not enough data | 8.8 (20 reviews) | 
| **Sales Gamification** | Not enough data | 8.7 (19 reviews) | 
| **Account-Based Analytics** | Not enough data | 8.5 (20 reviews) | 
| **Activity Tracking** | Not enough data | 8.7 (20 reviews) | 

### Sales Coaching

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

#### Agentic AI - Sales Coaching

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

---
## Categories
**Shared Categories (1):** [CRM Software](https://www.g2.com/categories/crm)

**Unique to Capsule CRM (1):** [Construction CRM Software](https://www.g2.com/categories/construction-crm)

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


---
## Reviewer Demographics

### By Company Size

| Segment | Capsule CRM | Dynamics 365 Sales | 
|---|---|---|
| **Small-Business** | 93.1% | 31.0% | 
| **Mid-Market** | 6.5% | 39.4% | 
| **Enterprise** | 0.4% | 29.6% | 

### By Industry

#### Capsule CRM

- **Consulting:** 9.3%
- **Information Technology and Services:** 8.1%
- **Marketing and Advertising:** 8.1%
- **Computer Software:** 5.1%
- **Financial Services:** 5.1%
- **Professional Training & Coaching:** 3.4%
- **Manufacturing:** 2.3%
- **Construction:** 2.1%
- **Education Management:** 2.1%
- **Events Services:** 2.1%
- **Other:** 52.3%

#### Dynamics 365 Sales

- **Information Technology and Services:** 12.6%
- **Computer Software:** 8.4%
- **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:** 55.2%

---
## Alternatives

### Alternatives to Capsule CRM

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25803 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13814 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3053 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2930 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1430 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1157 reviews)
- [Nimble CRM](https://www.g2.com/products/nimble/reviews) — 4.5/5 stars (1115 reviews)
- [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) — 4.2/5 stars (942 reviews)
- [Agile CRM](https://www.g2.com/products/agile-crm/reviews) — 4.0/5 stars (365 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1233 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 (25803 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14695 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13814 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3053 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2930 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1430 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1233 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1157 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

### Capsule CRM

- Title: [What is Capsule CRM used for?](https://www.g2.com/discussions/what-is-capsule-crm-used-for) — 1 comment *(includes official response)*
  > **Top comment:** "Capsule  is used for managing and optimizing customer relationships. It serves as a powerful tool for salespeople, marketers, and business owners to..."
- Title: [What are the top 5 CRM systems?](https://www.g2.com/discussions/capsule-crm-what-are-the-top-5-crm-systems) — 1 comment *(includes official response)*
  > **Top comment:** "Choosing the right CRM for your business is crucial as there is no one-size-fits-all solution. Each of the CRM systems mentioned comes with its own strengths..."
- Title: [What is CRM database software?](https://www.g2.com/discussions/what-is-crm-database-software) — 1 comment *(includes official response)*
  > **Top comment:** "CRM (Customer Relationship Management) database software is a specialized application or system that is designed to store and manage customer-related data..."
- Title: [What is a case in Capsule CRM?](https://www.g2.com/discussions/what-is-a-case-in-capsule-crm) — 1 comment *(includes official response)*
  > **Top comment:** "In Capsule, a "case" has been renamed to a "project." A project in Capsule refers to a structured and organized way to manage and track specific work or..."
- Title: [What are the features of CRM software?](https://www.g2.com/discussions/capsule-crm-what-are-the-features-of-crm-software) — 1 comment *(includes official response)*
  > **Top comment:** "CRM (Customer Relationship Management) software comes with a wide range of features designed to help businesses manage and optimize their customer..."

### 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/capsule-crm-vs-dynamics-365-sales)