Compare CaptivateIQ and Dynamics 365 Sales 
Featured Products
At a Glance
Market Segments
Mid-Market (68.0% of reviews)
Mid-Market (39.3% of reviews)
Entry-Level Pricing
No pricing available
$210/month per user
CaptivateIQ
Star Rating
(3,467)4.7 out of 5
Market Segments
Mid-Market (68.0% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about CaptivateIQDynamics 365 Sales
Star Rating
(1,611)3.8 out of 5
Market Segments
Mid-Market (39.3% of reviews)
Pros & Cons
Entry-Level Pricing
$210/month per user
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Dynamics 365 Sales excels in integrating AI-driven insights with CRM tools, which helps sales teams enhance customer relationships and close deals more efficiently. Users appreciate its predictive analytics and automation features, making it a strong choice for those already invested in the Microsoft ecosystem.
- Users say that CaptivateIQ stands out for its user-friendly interface, making it easy to navigate and access commission statements. The streamlined home screens provide quick access to core metrics, which users find invaluable for tracking their performance without unnecessary complexity.
- According to verified reviews, Dynamics 365 Sales faces challenges with user satisfaction, particularly in ease of use and setup. Some users have noted that while it offers powerful features, the initial configuration can be cumbersome, which may hinder new users from fully leveraging its capabilities.
- Reviewers mention that CaptivateIQ shines in providing clarity regarding commission details, allowing users to easily understand their earnings and any discrepancies. This transparency is a significant advantage for teams that prioritize clear communication about compensation.
- G2 reviewers highlight that while Dynamics 365 Sales has a solid foundation for sales processes, it sometimes struggles to meet specific workflow needs, leading to configuration challenges. Users have expressed a desire for more intuitive customization options to better align the software with their unique sales strategies.
- Users report that CaptivateIQ's support quality is exceptional, with many praising the responsiveness and helpfulness of the support team. This level of service contributes to a more positive overall experience, especially for users who may encounter issues or have questions during their day-to-day operations.
Pricing
Entry-Level Pricing
CaptivateIQ
No pricing availableDynamics 365 Sales
Dynamics 365 Plan
$210
/month per user
Get full use of all applications in one comprehensive, cost-efficient option.
Free Trial
CaptivateIQ
No trial information availableDynamics 365 Sales
No trial information availableRatings
Meets Requirements
9.5
2,549
8.1
1,285
Ease of Use
9.5
2,577
7.4
1,291
Ease of Setup
8.8
660
7.2
411
Ease of Admin
8.7
246
7.6
383
Quality of Support
9.5
1,870
7.5
1,126
Has the product been a good partner in doing business?
9.4
247
7.8
378
Product Direction (% positive)
9.1
2,361
6.3
1,266
Features by Category
Sales Force Automation
Not enough data
8.1
964
|
Verified
Not enough data
7.9
679
|
Verified
Not enough data
7.9
903
|
Verified
Not enough data
7.8
970
|
Verified
Not enough data
7.6
735
|
Verified
Not enough data
7.9
866
|
Verified
Not enough data
7.6
729
|
Verified
Not enough data
7.8
719
|
Verified
Not enough data
8.0
768
|
Verified
Marketing Automation
Not enough data
7.6
754
|
Verified
Not enough data
7.5
732
|
Verified
Not enough data
7.8
820
|
Verified
Not enough data
7.6
642
|
Verified
Customer Support
Not enough data
8.0
708
|
Verified
Not enough data
7.8
672
|
Verified
Not enough data
7.9
694
|
Verified
Not enough data
7.7
603
|
Verified
Not enough data
7.9
630
|
Verified
Reporting & Analytics
Not enough data
7.9
896
|
Verified
Not enough data
7.9
945
|
Verified
Not enough data
7.7
783
|
Verified
Mobile & Social
Not enough data
7.5
556
|
Verified
Not enough data
7.6
550
|
Verified
Not enough data
7.4
620
|
Verified
Platform
Not enough data
8.1
293
|
Verified
Not enough data
8.1
307
|
Verified
Not enough data
8.2
301
|
Verified
Not enough data
7.9
227
|
Verified
Not enough data
7.9
249
|
Verified
Not enough data
7.8
275
|
Verified
Not enough data
7.7
291
|
Verified
Not enough data
7.8
254
|
Verified
Integration
Not enough data
7.9
297
|
Verified
Not enough data
7.8
232
|
Verified
Not enough data
7.6
238
|
Verified
Generative AI
Not enough data
8.1
18
Agentic AI - CRM
Not enough data
8.0
5
Not enough data
6.7
5
Not enough data
7.4
7
Not enough data
9.0
5
Not enough data
8.3
5
Not enough data
8.7
5
Not enough data
8.3
5
Sales Rep Portal
9.1
1642
Not enough data
8.8
1329
Not enough data
9.4
1894
Not enough data
9.0
1419
Not enough data
8.8
1397
Not enough data
8.4
1186
Not enough data
Management Portal
8.7
1100
Not enough data
8.8
1196
Not enough data
Feature Not Available
Not enough data
8.8
1231
Not enough data
8.9
1304
Not enough data
8.8
988
Not enough data
Feature Not Available
Not enough data
Administration
8.9
1219
Not enough data
8.8
1181
Not enough data
8.8
1178
Not enough data
9.1
1328
Not enough data
8.9
1381
Not enough data
8.6
1137
Not enough data
Platform
8.7
837
Not enough data
8.5
761
Not enough data
8.3
726
Not enough data
8.4
786
Not enough data
8.4
765
Not enough data
8.5
739
Not enough data
9.1
933
Not enough data
Agentic AI - Sales Compensation
7.6
155
Not enough data
Data Availability
8.7
33
Not enough data
9.0
32
Not enough data
8.2
32
Not enough data
8.4
31
Not enough data
Data Accuracy
8.9
31
Not enough data
9.1
29
Not enough data
8.7
29
Not enough data
Agentic AI - Sales Intelligence
8.0
11
Not enough data
8.7
10
Not enough data
8.6
11
Not enough data
8.5
11
Not enough data
8.3
11
Not enough data
8.6
11
Not enough data
Platform
8.7
31
Not enough data
8.9
32
Not enough data
9.0
33
Not enough data
8.9
33
Not enough data
8.3
27
Not enough data
8.9
30
Not enough data
Features
7.7
27
Not enough data
7.7
28
Not enough data
8.0
29
Not enough data
8.0
29
Not enough data
8.1
29
Not enough data
7.6
27
Not enough data
8.1
26
Not enough data
8.5
29
Not enough data
7.7
25
Not enough data
Collaborate
8.3
36
Not enough data
8.0
35
Not enough data
Logistics
8.2
35
Not enough data
8.2
35
Not enough data
8.2
35
Not enough data
Sales Performance Features - Sales Planning
8.3
23
Not enough data
8.0
23
Not enough data
8.0
23
Not enough data
8.0
23
Not enough data
7.9
23
Not enough data
8.0
22
Not enough data
8.1
22
Not enough data
Territory Management - Sales Planning
7.8
22
Not enough data
7.9
22
Not enough data
Quota & Capacity Management - Sales Planning
8.3
22
Not enough data
8.0
22
Not enough data
8.2
22
Not enough data
Agentic AI - Sales Planning
7.9
11
Not enough data
7.6
11
Not enough data
Platform - Compensation Planning
8.8
88
Not enough data
8.5
86
Not enough data
8.8
87
Not enough data
8.8
85
Not enough data
8.9
85
Not enough data
9.0
87
Not enough data
Additional Features - Compensation Planning
8.9
86
Not enough data
8.8
85
Not enough data
8.9
84
Not enough data
Agentic AI - Sales Performance Management
7.0
31
Not enough data
7.0
31
Not enough data
7.0
32
Not enough data
Incentives
Feature Not Available
Not enough data
8.5
268
Not enough data
9.2
381
|
Verified
Not enough data
8.6
240
Not enough data
Personalization
Feature Not Available
Not enough data
8.8
311
|
Verified
Not enough data
9.0
347
|
Verified
Not enough data
8.8
308
|
Verified
Not enough data
Administrative
8.9
305
|
Verified
Not enough data
8.8
296
|
Verified
Not enough data
8.4
173
Not enough data
Agentic AI - Sales Analytics
7.5
34
Not enough data
8.0
34
Not enough data
7.8
34
Not enough data
7.9
35
Not enough data
7.7
35
Not enough data
Data Sourcing
8.5
64
8.7
21
8.6
65
8.5
21
8.4
63
8.4
20
8.4
68
8.1
21
8.4
65
8.7
20
Predictive Analytics
7.9
62
8.7
20
8.0
61
8.6
19
7.8
62
8.3
19
7.7
62
8.3
19
Sales Management
7.9
63
8.8
20
7.9
61
8.7
19
8.2
60
8.5
20
8.2
62
8.7
20
Agentic AI - Sales Coaching
7.1
7
Not enough data
7.4
7
Not enough data
6.9
7
Not enough data
7.4
7
Not enough data
Training
8.3
15
8.9
6
7.9
15
8.6
6
7.4
15
7.5
6
7.0
15
8.6
6
Feedback
7.4
15
8.9
6
7.9
15
8.9
6
7.6
15
8.6
6
8.0
15
9.2
6
8.0
15
8.6
6
7.4
15
8.6
6
7.4
15
8.6
6
Generative AI
7.4
15
Not enough data
Categories
Categories
Shared Categories
CaptivateIQ and Dynamics 365 Sales are categorized as Sales Coaching and Sales Analytics
Unique Categories
CaptivateIQ is categorized as Compensation Planning, Sales Performance Management, Sales Intelligence, Sales Compensation, Sales Planning, and Sales & Ops Planning
Dynamics 365 Sales is categorized as CRM
Reviews
Reviewers' Company Size
CaptivateIQ
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Dynamics 365 Sales
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Computer Software
35.9%
Information Technology and Services
16.5%
Financial Services
8.0%
Marketing and Advertising
4.3%
Computer & Network Security
3.1%
Other
32.2%
Information Technology and Services
12.6%
Computer Software
8.4%
Retail
4.0%
Marketing and Advertising
4.0%
Financial Services
3.8%
Other
67.3%
Alternatives
Discussions
What is the best way to reach customer support?
2 Comments
Official Response from CaptivateIQ
Hi Taimoor,
You can email support@captivateiq.com.Read more
Can you create a mobile phone app for CaptivateIQ?
2 Comments
Official Response from CaptivateIQ
Hi Vinh,
A mobile app is not on our roadmap for this year but you can still access the site on your mobile phone to see your performance dashboard.
Read more
Will there be an app or is there an app for mobile phones?
2 Comments
BZ
Hi Manuel,
We don't have a mobile app yet but you can access the rep dashboard from the mobile website.
Hope that helps. Read more
how can i creat a new feild for the contact?
3 Comments
LV
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...Read more
What is Microsoft Dynamics CRM competitive advantage?
3 Comments
BM
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...Read more
I'm new to Dynamics 365 Sales and struggling to set up and customize the sales pipeline. Can someone guide me through this process?
1 Comment
G2
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,"...Read more
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