# ConnectWise PSA vs Dynamics 365 Sales Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Dynamics 365 Sales excels in its integration with the Microsoft ecosystem, providing a "great toolkit" that includes various predefined applications, making it a strong choice for businesses already using Microsoft products.
- **Users say** that ConnectWise PSA stands out for its comprehensive ticketing system, which integrates seamlessly with major vendors. Reviewers appreciate the extensive customization and automation options, allowing them to tailor boards, tickets, and projects to their specific needs.
- **According to verified reviews** , Dynamics 365 Sales is praised for its ability to manage leads from multiple sources effectively. Users highlight the tool's capability to create opportunities and track the likelihood of closing deals, which enhances their sales processes.
- **Reviewers mention** that ConnectWise PSA offers a straightforward implementation process, with many users finding it easy to assign staff to tickets. This simplicity in setup is a significant advantage for teams looking to streamline their service desk operations.
- **G2 reviewers indicate** that both products provide solid support, with Dynamics 365 Sales receiving positive feedback for its overall partnership in business operations, while ConnectWise PSA is noted for its responsive customer support when issues arise.
- **Users highlight** that while both platforms have similar ease of use ratings, Dynamics 365 Sales has a slight edge in setup ease, which can be crucial for teams looking to get up and running quickly without extensive training.



| | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Star Rating** | 4.0 out of 5 | 3.8 out of 5 | 
| **Total Reviews** | 582 | 1,620 | 
| **Largest Market Segment** | Small-Business (66.1% of reviews) | Mid-Market (39.4% of reviews) | 
| **Entry Level Price** | No pricing available | $210/month per user | 

---
## Top Pros & Cons

### ConnectWise PSA

Pros:
- Ease of Use (36 reviews)
- Integration (21 reviews)

Cons:
- Learning Curve (24 reviews)
- Poor Customer Support (16 reviews)

### Dynamics 365 Sales

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

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

---
## Ratings Comparison
| Rating | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
  | **Meets Requirements** | 8.4 (489 reviews) | 8.1 (1293 reviews) | 
  | **Ease of Use** | 7.4 (497 reviews) | 7.4 (1299 reviews) | 
  | **Ease of Setup** | 6.6 (268 reviews) | 7.2 (419 reviews) | 
  | **Ease of Admin** | 7.4 (247 reviews) | 7.6 (385 reviews) | 
  | **Quality of Support** | 7.5 (456 reviews) | 7.5 (1134 reviews) | 
  | **Has the product been a good partner in doing business?** | 7.7 (243 reviews) | 7.8 (380 reviews) | 
  | **Product Direction (% positive)** | 7.2 (480 reviews) | 6.3 (1268 reviews) | 

---
## Pricing

### ConnectWise PSA

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### 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 |
|---|---|---|
| **ConnectWise PSA** | 7.3/10 | 169 |
| **Dynamics 365 Sales** | 7.9/10 | 1203 |

#### Sales Force Automation

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Contact & Account Management** | 8.5 (137 reviews) ✓ Verified | 8.1 (966 reviews) ✓ Verified | 
| **Partner Relationship Mgmt. (PRM)** | 7.9 (95 reviews) ✓ Verified | 7.9 (679 reviews) ✓ Verified | 
| **Opportunity & Pipeline Mgmt.** | 7.8 (125 reviews) ✓ Verified | 7.9 (907 reviews) ✓ Verified | 
| **Task / Activity Management** | 8.3 (139 reviews) ✓ Verified | 7.8 (973 reviews) ✓ Verified | 
| **Territory & Quota Management** | 7.6 (101 reviews) ✓ Verified | 7.6 (736 reviews) ✓ Verified | 
| **Desktop Integration** | 8.3 (128 reviews) | 7.9 (871 reviews) ✓ Verified | 
| **Product & Price List Management** | 8.0 (114 reviews) ✓ Verified | 7.6 (730 reviews) ✓ Verified | 
| **Quote & Order Management** | 8.1 (114 reviews) ✓ Verified | 7.8 (722 reviews) ✓ Verified | 
| **Customer Contract Management** | 8.4 (124 reviews) ✓ Verified | 8.0 (768 reviews) ✓ Verified | 

#### Marketing Automation

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Email Marketing** | 7.3 (85 reviews) ✓ Verified | 7.6 (754 reviews) ✓ Verified | 
| **Campaign Management** | 7.2 (88 reviews) ✓ Verified | 7.5 (732 reviews) ✓ Verified | 
| **Lead Management** | 7.4 (94 reviews) ✓ Verified | 7.8 (822 reviews) ✓ Verified | 
| **Marketing ROI Analytics** | 7.4 (76 reviews) ✓ Verified | 7.6 (642 reviews) ✓ Verified | 

#### Customer Support

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Case Management** | 8.4 (127 reviews) | 8.0 (708 reviews) ✓ Verified | 
| **Customer Support Portal** | 7.6 (125 reviews) ✓ Verified | 7.8 (672 reviews) ✓ Verified | 
| **Knowledge Base** | 7.7 (119 reviews) | 7.9 (694 reviews) ✓ Verified | 
| **Call Center Features** | 7.5 (82 reviews) | 7.7 (603 reviews) ✓ Verified | 
| **Support Analytics** | 7.9 (108 reviews) | 7.9 (630 reviews) ✓ Verified | 

#### Reporting & Analytics

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Reporting** | 7.5 (139 reviews) ✓ Verified | 7.9 (897 reviews) ✓ Verified | 
| **Dashboards** | 7.3 (137 reviews) ✓ Verified | 7.9 (946 reviews) ✓ Verified | 
| **Forecasting** | 7.5 (112 reviews) | 7.7 (784 reviews) ✓ Verified | 

#### Mobile & Social

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Social Collaboration Features** | Feature Not Available | 7.5 (556 reviews) ✓ Verified | 
| **Social Network Integration** | Feature Not Available | 7.6 (550 reviews) ✓ Verified | 
| **Mobile User Support** | 6.8 (95 reviews) ✓ Verified | 7.4 (620 reviews) ✓ Verified | 

#### Platform

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Customization** | 7.4 (81 reviews) | 8.1 (293 reviews) ✓ Verified | 
| **Workflow Capability** | 7.9 (86 reviews) | 8.1 (309 reviews) ✓ Verified | 
| **User, Role, and Access Management** | 8.2 (86 reviews) | 8.2 (302 reviews) ✓ Verified | 
| **Internationalization** | 7.6 (53 reviews) | 7.9 (227 reviews) ✓ Verified | 
| **Sandbox / Test Environments** | 7.3 (57 reviews) | 7.9 (249 reviews) ✓ Verified | 
| **Document & Content Mgmt.** | 7.0 (74 reviews) | 7.8 (277 reviews) ✓ Verified | 
| **Performance and Reliability** | 8.0 (83 reviews) | 7.7 (292 reviews) ✓ Verified | 
| **Output Document Generation** | 7.3 (77 reviews) | 7.8 (254 reviews) ✓ Verified | 

#### Integration

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Data Import & Export Tools** | 7.7 (79 reviews) | 7.9 (297 reviews) ✓ Verified | 
| **Integration APIs** | 8.0 (78 reviews) | 7.8 (234 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | 8.5 (75 reviews) | 7.6 (239 reviews) ✓ Verified | 

#### Generative AI

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

#### Agentic AI - CRM

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Autonomous Task Execution** | 6.1 (6 reviews) | 8.0 (5 reviews) | 
| **Multi-step Planning** | 5.3 (6 reviews) | 6.7 (5 reviews) | 
| **Cross-system Integration** | 6.1 (6 reviews) | 8.0 (9 reviews) | 
| **Adaptive Learning** | 5.3 (6 reviews) | 9.0 (5 reviews) | 
| **Natural Language Interaction** | 5.8 (6 reviews) | 8.3 (5 reviews) | 
| **Proactive Assistance** | 5.3 (6 reviews) | 8.7 (5 reviews) | 
| **Decision Making** | 6.4 (6 reviews) | 8.3 (5 reviews) | 

### Marketing Automation

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

#### Email Marketing

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Building and Personalizing Emails** | Not enough data | Not enough data | 
| **Sending Outbound Emails** | Not enough data | Not enough data | 
| **Manage Email Deliverability** | Not enough data | Not enough data | 
| **Automated Email Responses** | Not enough data | Not enough data | 

#### Online Marketing

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Landing Pages and Forms** | Not enough data | Not enough data | 
| **Dynamic Content** | Not enough data | Not enough data | 
| **A/B Testing** | Not enough data | Not enough data | 
| **Mobile Optimized** | Not enough data | Not enough data | 
| **Search Tracking and Optimization** | Not enough data | Not enough data | 

#### Lead Management

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Marketing Lead Database** | Not enough data | Not enough data | 
| **Data Quality Management** | Not enough data | Not enough data | 
| **Segmentation** | Not enough data | Not enough data | 
| **Lead Scoring and Grading** | Not enough data | Not enough data | 
| **Lead Nurturing** | Not enough data | Not enough data | 
| **Online Behavior Tracking** | Not enough data | Not enough data | 
| **Automated Alerts and Tasks** | Not enough data | Not enough data | 
| **CRM Lead Integration** | Not enough data | Not enough data | 

#### Campaign Management

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Program Management** | Not enough data | Not enough data | 
| **Event / Webinar Marketing** | Not enough data | Not enough data | 
| **Calendaring** | Not enough data | Not enough data | 
| **Budgeting** | Not enough data | Not enough data | 

#### Social

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Social Listening** | Not enough data | Not enough data | 
| **Social Sharing** | Not enough data | Not enough data | 
| **Social Campaigns** | Not enough data | Not enough data | 
| **Social Media Engagement** | Not enough data | Not enough data | 
| **Social Media Advertising** | Not enough data | Not enough data | 

#### Reporting & Analytics

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Basic Reporting** | Not enough data | Not enough data | 
| **Web Analytics** | Not enough data | Not enough data | 
| **ROI Analytics** | Not enough data | Not enough data | 
| **Revenue Analytics** | Not enough data | Not enough data | 
| **SEO / Keyword Analytics** | Not enough data | Not enough data | 

#### Platform

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Customization ** | Not enough data | Not enough data | 
| **Workflow Capability** | Not enough data | Not enough data | 
| **User, Role, and Access Management** | Not enough data | Not enough data | 
| **Internationalization** | Not enough data | Not enough data | 
| **Sandbox / Test Environments** | Not enough data | Not enough data | 
| **Performance and Reliability** | Not enough data | Not enough data | 
| **Output Document Generation** | Not enough data | Not enough data | 

#### Agentic AI - Marketing Automation

| Feature | ConnectWise PSA | 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 | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

#### Integration

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Data Import & Export Tools** | Not enough data | Not enough data | 
| **Integration APIs** | Not enough data | Not enough data | 
| **Breadth of Partner Applications** | Not enough data | Not enough data | 

### Business Intelligence

| Product | Score | Reviews |
|---|---|---|
| **ConnectWise PSA** | 9.5/10 | 9 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Reports

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Reports Interface** | 9.2 (8 reviews) | Not enough data | 
| **Steps to Answer** | 9.5 (7 reviews) | Not enough data | 
| **Graphs and Charts** | 9.6 (8 reviews) | Not enough data | 
| **Score Cards** | 9.6 (8 reviews) | Not enough data | 
| **Dashboards** | 9.8 (9 reviews) | Not enough data | 

#### Self Service 

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Calculated Fields** | Not enough data | Not enough data | 
| **Data Column Filtering** | Not enough data | Not enough data | 
| **Data Discovery** | Not enough data | Not enough data | 
| **Search** | Not enough data | Not enough data | 
| **Collaboration / Workflow** | Not enough data | Not enough data | 
| **Automodeling** | Not enough data | Not enough data | 

#### Advanced Analytics

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Predictive Analytics** | Not enough data | Not enough data | 
| **Data Visualization** | Not enough data | Not enough data | 
| **Big Data Services** | Not enough data | Not enough data | 

#### Building Reports

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Data Transformation** | Not enough data | Not enough data | 
| **Data Modeling** | Not enough data | Not enough data | 
| **WYSIWYG Report Design** | Not enough data | Not enough data | 
| **Integration APIs** | Not enough data | Not enough data | 

#### Platform

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Mobile User Support** | Not enough data | Not enough data | 
| **Customization ** | Not enough data | Not enough data | 
| **User, Role, and Access Management** | Not enough data | Not enough data | 
| **Internationalization** | Not enough data | Not enough data | 
| **Sandbox / Test Environments** | Not enough data | Not enough data | 
| **Performance and Reliability** | Not enough data | Not enough data | 
| **Breadth of Partner Applications** | Not enough data | Not enough data | 

### Data Visualization

| Product | Score | Reviews |
|---|---|---|
| **ConnectWise PSA** | 9.5/10 | 9 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Reports

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Reports Interface** | 9.2 (8 reviews) | Not enough data | 
| **Steps to Answer** | 9.5 (7 reviews) | Not enough data | 
| **Graphs and Charts** | 9.6 (8 reviews) | Not enough data | 
| **Score Cards** | 9.6 (8 reviews) | Not enough data | 
| **Dashboards** | 9.8 (9 reviews) | Not enough data | 

#### Reports

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Reports Interface** | Not enough data | Not enough data | 
| **Share Reports** | Not enough data | Not enough data | 
| **Steps to Answer** | Not enough data | Not enough data | 

#### Generative AI

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 
| **AI Text Summarization** | Not enough data | Not enough data | 

#### Visualization

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Graphs and Charts** | Not enough data | Not enough data | 
| **Score Cards** | Not enough data | Not enough data | 
| **Dashboards** | Not enough data | Not enough data | 
| **Formats** | Not enough data | Not enough data | 

#### Data Updates

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Historical Snapshots** | Not enough data | Not enough data | 
| **Real-Time Updating** | Not enough data | Not enough data | 

#### Collaboration

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Sharing** | Not enough data | Not enough data | 
| **Co-Editing** | Not enough data | Not enough data | 
| **Devices** | Not enough data | Not enough data | 

#### Data Updates

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Historical Snapshots** | Not enough data | Not enough data | 
| **Real-Time Updating** | Not enough data | Not enough data | 
| **Email Reports** | Not enough data | Not enough data | 

### Help Desk

| Product | Score | Reviews |
|---|---|---|
| **ConnectWise PSA** | 7.3/10 | 264 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Ticket and Case Management

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Ticket creation user experience** | 8.6 (235 reviews) | Not enough data | 
| **Ticket response user experience** | 8.3 (231 reviews) | Not enough data | 
| **Workflow** | 8.3 (228 reviews) | Not enough data | 
| **Response Automation** | 8.4 (215 reviews) | Not enough data | 
| **SLA Management** | 8.1 (201 reviews) | Not enough data | 
| **Attachments/Screencasts** | 7.7 (217 reviews) | Not enough data | 
| **Ticket Collaboration** | 8.3 (225 reviews) | Not enough data | 
| **Customer and Contacts Database** | 8.4 (167 reviews) | Not enough data | 

#### Generative AI

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **AI Text Generation** | 6.3 (9 reviews) | Not enough data | 
| **AI Text Summarization** | 6.1 (9 reviews) | Not enough data | 

#### Agentic AI - Help Desk

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Autonomous Task Execution** | 4.4 (6 reviews) | Not enough data | 
| **Natural Language Interaction** | 4.4 (6 reviews) | Not enough data | 
| **Proactive Assistance** | 4.7 (6 reviews) | Not enough data | 

#### Communication Channels

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Customer Portal** | 7.6 (178 reviews) | Not enough data | 
| **Email to Case** | 8.5 (212 reviews) | Not enough data | 
| **Chat/Live Support** | 7.7 (137 reviews) | Not enough data | 
| **Social Integration** | 7.1 (109 reviews) | Not enough data | 
| **Voice** | 7.5 (77 reviews) | Not enough data | 

#### Platform

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Mobile User Support** | 6.5 (86 reviews) | Not enough data | 
| **Customization ** | 7.7 (96 reviews) | Not enough data | 
| **User, Role, and Access Management** | 8.4 (105 reviews) | Not enough data | 
| **Integration** | 7.8 (94 reviews) | Not enough data | 
| **Reporting** | 7.5 (195 reviews) | Not enough data | 
| **Dashboards** | 7.5 (203 reviews) | Not enough data | 

### Professional Services Automation

| Product | Score | Reviews |
|---|---|---|
| **ConnectWise PSA** | 6.4/10 | 53 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Customer Management

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Customer Profiles** | 7.3 (48 reviews) | Not enough data | 
| **Sales** | 6.9 (49 reviews) | Not enough data | 
| **Marketing** | 5.7 (44 reviews) | Not enough data | 
| **Client Portal** | 6.7 (51 reviews) | Not enough data | 

#### Project Management

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Project Planning** | 6.6 (49 reviews) | Not enough data | 
| **Project Tracking** | 6.6 (49 reviews) | Not enough data | 
| **Resource Definition** | 6.6 (48 reviews) | Not enough data | 
| **Resource Management** | 7.2 (50 reviews) | Not enough data | 

#### Accounting

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Revenue Recognition** | 6.7 (48 reviews) | Not enough data | 
| **Invoice Management** | 7.4 (50 reviews) | Not enough data | 
| **Payments** | 6.8 (47 reviews) | Not enough data | 
| **Project Accounting** | 6.6 (44 reviews) | Not enough data | 
| **Budget Tracking** | 6.5 (44 reviews) | Not enough data | 

#### Portfolio Management

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Portfolio Definition** | 6.1 (44 reviews) | Not enough data | 
| **Portfolio Performance** | 6.0 (43 reviews) | Not enough data | 
| **Risk** | 6.1 (43 reviews) | Not enough data | 
| **Portfolio Mix** | 6.2 (42 reviews) | Not enough data | 

#### Analytics

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Forecasting** | 6.0 (44 reviews) | Not enough data | 
| **Reporting** | 6.6 (49 reviews) | Not enough data | 
| **KPIs** | 6.1 (47 reviews) | Not enough data | 

#### Administration

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Standard Integrations** | 7.3 (50 reviews) | Not enough data | 
| **Workflow** | 7.5 (51 reviews) | Not enough data | 
| **Access Management** | 7.4 (47 reviews) | Not enough data | 

#### Platform

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **APIs** | 7.0 (45 reviews) | Not enough data | 
| **Internationalization** | 6.2 (42 reviews) | Not enough data | 
| **Performance and Reliability** | 6.9 (48 reviews) | Not enough data | 
| **Mobile** | 5.6 (47 reviews) | Not enough data | 
| **Offline Access** | 4.8 (43 reviews) | Not enough data | 

#### Generative AI

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **AI Text Generation** | 4.2 (28 reviews) | Not enough data | 
| **AI Text Summarization** | 4.3 (28 reviews) | Not enough data | 

#### Artificial Intelligence - Professional Services Automation

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Predictive Forecasting** | Not enough data | Not enough data | 
| **Smart task suggestions** | Not enough data | Not enough data | 
| **Automated workflows** | Not enough data | Not enough data | 

#### Agentic AI - Professional Services Automation

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

### Enterprise Feedback Management

| Product | Score | Reviews |
|---|---|---|
| **ConnectWise PSA** | 9.4/10 | 18 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Generative AI

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 
| **AI Text Summarization** | Not enough data | Not enough data | 

#### Survey Management

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Brand Design Consistency** | 9.4 (17 reviews) | Not enough data | 
| **Survey Deployment** | Not enough data | Not enough data | 
| **Feedback Collection** | 9.7 (17 reviews) | Not enough data | 
| **Device Responsiveness** | 9.6 (15 reviews) | Not enough data | 

#### Process Management

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Feedback Aggregation** | 9.5 (16 reviews) | Not enough data | 
| **Trigger Alerts** | 9.3 (16 reviews) | Not enough data | 
| **Real-Time Analysis** | 9.5 (16 reviews) | Not enough data | 
| **Real-Time Action** | 9.4 (16 reviews) | Not enough data | 

#### System Management

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Security** | 9.0 (13 reviews) | Not enough data | 
| **System Monitoring** | Not enough data | Not enough data | 

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **ConnectWise PSA** | N/A | N/A |
| **Dynamics 365 Sales** | 8.5/10 | 22 |

#### Agentic AI - Sales Analytics

| Feature | ConnectWise PSA | 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 | ConnectWise PSA | 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 | ConnectWise PSA | 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 | ConnectWise PSA | 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 |
|---|---|---|
| **ConnectWise PSA** | N/A | N/A |
| **Dynamics 365 Sales** | 8.6/10 | 6 |

#### Agentic AI - Sales Coaching

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

### Service Desk

| Product | Score | Reviews |
|---|---|---|
| **ConnectWise PSA** | 6.3/10 | 12 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Incident Management

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Automate Ticket Routing** | 7.6 (11 reviews) | Not enough data | 
| **Ticket Prioritization** | 7.3 (11 reviews) | Not enough data | 
| **Ticket Notifications** | 8.5 (11 reviews) | Not enough data | 
| **Knowledge Base** | 7.0 (11 reviews) | Not enough data | 
| **Knowledge Base/Ticket Integration** | 6.4 (12 reviews) | Not enough data | 

#### Reporting

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Dashboards** | 7.3 (11 reviews) | Not enough data | 
| **Time Tracking** | 7.7 (11 reviews) | Not enough data | 
| **Surveys** | 6.5 (11 reviews) | Not enough data | 

#### Access & Usability

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Mobile** | 6.5 (10 reviews) | Not enough data | 
| **Self Service** | 7.8 (9 reviews) | Not enough data | 
| **Active Directory** | 6.7 (9 reviews) | Not enough data | 
| **Multi-Channel Access** | 6.7 (9 reviews) | Not enough data | 

#### Agentic AI - Service Desk

| Feature | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Autonomous Task Execution** | 4.2 (6 reviews) | Not enough data | 
| **Multi-step Planning** | 6.1 (6 reviews) | Not enough data | 
| **Cross-system Integration** | 5.0 (6 reviews) | Not enough data | 
| **Adaptive Learning** | 4.7 (6 reviews) | Not enough data | 
| **Natural Language Interaction** | 4.2 (6 reviews) | Not enough data | 
| **Proactive Assistance** | 4.4 (6 reviews) | Not enough data | 
| **Decision Making** | 4.7 (6 reviews) | Not enough data | 

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

**Unique to ConnectWise PSA (7):** [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation), [Service Desk Software](https://www.g2.com/categories/service-desk), [Help Desk Software](https://www.g2.com/categories/help-desk), [Marketing Automation Software](https://www.g2.com/categories/marketing-automation), [Data Visualization Tools](https://www.g2.com/categories/data-visualization-tools), [Enterprise Feedback Management Software](https://www.g2.com/categories/enterprise-feedback-management), [Other IT Management Software](https://www.g2.com/categories/other-it-management)

**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 | ConnectWise PSA | Dynamics 365 Sales | 
|---|---|---|
| **Small-Business** | 66.1% | 31.1% | 
| **Mid-Market** | 28.1% | 39.4% | 
| **Enterprise** | 5.8% | 29.5% | 

### By Industry

#### ConnectWise PSA

- **Information Technology and Services:** 60.5%
- **Computer & Network Security:** 8.3%
- **Computer Networking:** 5.1%
- **Computer Software:** 4.0%
- **Telecommunications:** 3.2%
- **Marketing and Advertising:** 2.2%
- **Accounting:** 2.0%
- **Consulting:** 1.1%
- **Non-Profit Organization Management:** 0.9%
- **Computer Hardware:** 0.7%
- **Other:** 12.1%

#### 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 ConnectWise PSA

- [Autotask](https://www.g2.com/products/autotask/reviews) — 4.3/5 stars (591 reviews)
- [Accelo](https://www.g2.com/products/accelo/reviews) — 4.4/5 stars (554 reviews)
- [ManageEngine ServiceDesk Plus](https://www.g2.com/products/manageengine-servicedesk-plus/reviews) — 4.2/5 stars (249 reviews)
- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25824 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13841 reviews)
- [Certinia PS Cloud](https://www.g2.com/products/certinia-ps-cloud/reviews) — 4.3/5 stars (673 reviews)
- [ServiceNow IT Service Management](https://www.g2.com/products/servicenow-it-service-management/reviews) — 4.5/5 stars (1869 reviews)
- [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews) — 4.3/5 stars (6948 reviews)
- [Jira Service Management](https://www.g2.com/products/jira-service-management/reviews) — 4.3/5 stars (986 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2931 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

### ConnectWise PSA

- Title: [What is BrightGuage used for?](https://www.g2.com/discussions/what-is-brightguage-used-for) — 1 comment
  > **Top comment:** "to create dashboards, reports, and track goals using data from various applications and services"
- Title: [What applications does this tie to in order to maximimize use of other programs?](https://www.g2.com/discussions/what-applications-does-this-tie-to-in-order-to-maximimize-use-of-other-programs) — 1 comment, 1 upvote
  > **Top comment:** "I am not familiar with the programs you mention, but we somehow integrated with Hubspot for our sales and marketing teams. I was not part of the integration..."

### 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/connectwise-psa-vs-dynamics-365-sales)