# Assembly vs Dynamics 365 Sales Comparison

| | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Star Rating** | 4.7 out of 5 | 3.8 out of 5 | 
| **Total Reviews** | 309 | 1,618 | 
| **Largest Market Segment** | Small-Business (96.2% of reviews) | Mid-Market (39.4% of reviews) | 
| **Entry Level Price** | $39.00 Per Month | $210/month per user | 

---
## Top Pros & Cons

### Assembly

Pros:
- Ease of Use (152 reviews)
- Easy Setup (82 reviews)

Cons:
- Missing Features (100 reviews)
- Limited Features (69 reviews)

### Dynamics 365 Sales

Pros:
- Ease of Use (21 reviews)
- Integrations (11 reviews)

Cons:
- Learning Curve (13 reviews)
- Complexity (8 reviews)

---
## Ratings Comparison
| Rating | Assembly | Dynamics 365 Sales | 
|---|---|---|
  | **Meets Requirements** | 8.9 (231 reviews) | 8.1 (1291 reviews) | 
  | **Ease of Use** | 9.4 (239 reviews) | 7.4 (1297 reviews) | 
  | **Ease of Setup** | 9.4 (219 reviews) | 7.2 (417 reviews) | 
  | **Ease of Admin** | 9.3 (207 reviews) | 7.6 (385 reviews) | 
  | **Quality of Support** | 9.5 (209 reviews) | 7.5 (1132 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.5 (199 reviews) | 7.8 (380 reviews) | 
  | **Product Direction (% positive)** | 9.7 (221 reviews) | 6.3 (1268 reviews) | 

---
## Pricing

### Assembly

#### Entry-Level Pricing

Plan: Starter

Price: $39.00 Per Month

Description: Best for new businesses

Key Features:
- CRM
- Client portal
- Messaging and team inbox

[Browse all 4 editions](https://www.g2.com/products/assemblysoftware/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

### E-Signature

| Product | Score | Reviews |
|---|---|---|
| **Assembly** | 8.8/10 | 76 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Signature Process

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Document Signing** | 9.2 (64 reviews) | Not enough data | 
| **Reminders and Expirations** | 8.6 (56 reviews) | Not enough data | 
| **Sign-In Process** | 9.5 (61 reviews) | Not enough data | 
| **Mobile Signatures** | 8.9 (57 reviews) | Not enough data | 
| **Signature Workflow** | 8.7 (59 reviews) | Not enough data | 
| **Bulk Digital Signatures ** | Feature Not Available | Not enough data | 
| **Reporting** | 8.2 (55 reviews) | Not enough data | 
| **Signature Document Creation** | 8.8 (56 reviews) | Not enough data | 

#### Agentic AI - E-Signature

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Autonomous Task Execution** | Feature Not Available | Not enough data | 
| **Cross-system Integration** | 7.6 (11 reviews) | Not enough data | 
| **Adaptive Learning** | Feature Not Available | Not enough data | 
| **Natural Language Interaction** | 7.0 (11 reviews) | Not enough data | 
| **Proactive Assistance** | Feature Not Available | Not enough data | 
| **Decision Making** | Feature Not Available | Not enough data | 

#### Security and Scalability

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Regulatory Compliance** | 8.6 (54 reviews) | Not enough data | 
| **Signature History and Audit** | 9.0 (53 reviews) | Not enough data | 
| **Enterprise Scalability** | 8.9 (52 reviews) | Not enough data | 

#### Platform

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Custom Branding** | 9.2 (70 reviews) | Not enough data | 
| **User, Role, and Access Management** | 9.0 (67 reviews) | Not enough data | 
| **Internationalization** | Feature Not Available | Not enough data | 
| **Performance and Reliability** | 9.3 (66 reviews) | Not enough data | 
| **Integration APIs** | 8.5 (65 reviews) | Not enough data | 

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Assembly** | N/A | N/A |
| **Dynamics 365 Sales** | 7.9/10 | 1201 |

#### Sales Force Automation

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Contact & Account Management** | Not enough data | 8.1 (965 reviews) ✓ Verified | 
| **Partner Relationship Mgmt. (PRM)** | Not enough data | 7.9 (679 reviews) ✓ Verified | 
| **Opportunity & Pipeline Mgmt.** | Not enough data | 7.9 (905 reviews) ✓ Verified | 
| **Task / Activity Management** | Not enough data | 7.8 (971 reviews) ✓ Verified | 
| **Territory & Quota Management** | Not enough data | 7.6 (736 reviews) ✓ Verified | 
| **Desktop Integration** | Not enough data | 7.9 (869 reviews) ✓ Verified | 
| **Product & Price List Management** | Not enough data | 7.6 (730 reviews) ✓ Verified | 
| **Quote & Order Management** | Not enough data | 7.8 (721 reviews) ✓ Verified | 
| **Customer Contract Management** | Not enough data | 8.0 (768 reviews) ✓ Verified | 

#### Marketing Automation

| Feature | Assembly | 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 | Assembly | 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 | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Reporting** | Not enough data | 7.9 (896 reviews) ✓ Verified | 
| **Dashboards** | Not enough data | 7.9 (946 reviews) ✓ Verified | 
| **Forecasting** | Not enough data | 7.7 (783 reviews) ✓ Verified | 

#### Mobile & Social

| Feature | Assembly | 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 | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Customization** | Not enough data | 8.1 (293 reviews) ✓ Verified | 
| **Workflow Capability** | Not enough data | 8.1 (308 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 (276 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 | Assembly | 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 | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **AI Text Generation** | Not enough data | 8.1 (18 reviews) | 

#### Agentic AI - CRM

| Feature | Assembly | 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 | 7.7 (8 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) | 

### Cloud Content Collaboration

| Product | Score | Reviews |
|---|---|---|
| **Assembly** | 9.3/10 | 52 |
| **Dynamics 365 Sales** | N/A | N/A |

#### File Management

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Device Syncing** | 9.4 (31 reviews) | Not enough data | 
| **Web Interface** | 9.5 (33 reviews) | Not enough data | 
| **File Type Support** | 9.6 (33 reviews) | Not enough data | 
| **Search** | 9.1 (33 reviews) | Not enough data | 
| **Mobile Apps** | Feature Not Available | Not enough data | 

#### Agentic AI - Cloud Content Collaboration

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 

#### Collaboration

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **File following** | 9.4 (31 reviews) | Not enough data | 
| **File Sharing** | 9.6 (33 reviews) | Not enough data | 
| **Simultaneously Editing** | Feature Not Available | Not enough data | 
| **Change Tracking / Audit Logs** | Feature Not Available | Not enough data | 

#### Administration

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **User and Role Management** | 9.5 (34 reviews) | Not enough data | 
| **Policies and Controls** | 9.2 (31 reviews) | Not enough data | 
| **Device Management** | Feature Not Available | Not enough data | 
| **Storage Limits** | Feature Not Available | Not enough data | 
| **Storage Zones** | Feature Not Available | Not enough data | 
| **Security** | 9.4 (33 reviews) | Not enough data | 

#### Platform

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Performance and Reliability** | 9.1 (41 reviews) | Not enough data | 
| **Reporting and Auditing** | Feature Not Available | Not enough data | 
| **System of Record Integration** | 8.9 (33 reviews) | Not enough data | 
| **APIs** | 8.8 (34 reviews) | Not enough data | 

### Proposal

| Product | Score | Reviews |
|---|---|---|
| **Assembly** | 8.0/10 | 11 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Document Creation

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Customizability: Variables and Fields** | 7.7 (10 reviews) | Not enough data | 
| **Template Creation and Flexibility** | 6.8 (10 reviews) | Not enough data | 
| **Rich Media** | Feature Not Available | Not enough data | 
| **Online Document Creation** | 7.2 (10 reviews) | Not enough data | 
| **PDF Creation** | Feature Not Available | Not enough data | 
| **Custom Branding** | 8.3 (10 reviews) | Not enough data | 

#### Workflow

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Document Builder Interface** | Feature Not Available | Not enough data | 
| **Collaborative Creation** | Feature Not Available | Not enough data | 
| **Assembly and Approval Workflows** | 8.7 (9 reviews) | Not enough data | 

#### Analytics

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Engagement Tracking** | Feature Not Available | Not enough data | 
| **Proposal Effectiveness Reporting** | Feature Not Available | Not enough data | 
| **Reporting and Dashboards** | Feature Not Available | Not enough data | 

#### Administration and Platform

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **User, Role, and Access Management** | 8.6 (11 reviews) | Not enough data | 
| **Alerts and Notifications** | 9.1 (11 reviews) | Not enough data | 
| **CRM Integration** | 8.0 (10 reviews) | Not enough data | 
| **E-Signature Integration** | 8.5 (10 reviews) | Not enough data | 
| **CPQ Integration** | Feature Not Available | Not enough data | 
| **API / Integrations** | 8.8 (8 reviews) | Not enough data | 

#### Generative AI

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **AI Text Generation** | 6.0 (7 reviews) | Not enough data | 

### Contract Management

| Product | Score | Reviews |
|---|---|---|
| **Assembly** | 8.0/10 | 26 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Contract Management Platform Features

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Contract Creation** | 8.3 (26 reviews) | Not enough data | 
| **Contract Templates** | 7.8 (25 reviews) | Not enough data | 
| **Contract Editing** | Feature Not Available | Not enough data | 
| **Contract Attachments** | Feature Not Available | Not enough data | 
| **Contract Collaboration** | 8.2 (24 reviews) | Not enough data | 
| **Approval Process** | 9.0 (23 reviews) | Not enough data | 
| **Notifications & Reminders** | 9.0 (23 reviews) | Not enough data | 
| **Contract Database** | 8.6 (23 reviews) | Not enough data | 
| **Integrations / APIs** | 8.3 (23 reviews) | Not enough data | 
| **Reporting & Dashboards** | 8.3 (23 reviews) | Not enough data | 

#### Generative AI

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **AI Text Generation** | 6.1 (19 reviews) | Not enough data | 
| **AI Text Summarization** | 6.2 (19 reviews) | Not enough data | 

#### Agentic AI - Contract Management

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Autonomous Task Execution** | Feature Not Available | Not enough data | 

### Subscription Billing

| Product | Score | Reviews |
|---|---|---|
| **Assembly** | 8.1/10 | 13 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Billing

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Automation** | 8.8 (13 reviews) | Not enough data | 
| **Consolidation** | Feature Not Available | Not enough data | 
| **Adjustments** | 7.7 (13 reviews) | Not enough data | 
| **Blacklisting** | Feature Not Available | Not enough data | 

#### Dunning

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Collections** | Feature Not Available | Not enough data | 
| **Dispute Management** | Feature Not Available | Not enough data | 
| **Escalation** | Feature Not Available | Not enough data | 

#### Performance

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Packages** | Feature Not Available | Not enough data | 
| **Discounts** | Feature Not Available | Not enough data | 
| **Plan Changes** | Feature Not Available | Not enough data | 

#### Reporting

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Dimensions** | Feature Not Available | Not enough data | 
| **Deferred Revenue** | Feature Not Available | Not enough data | 
| **Revenue Recognition** | Feature Not Available | Not enough data | 

#### Agentic AI - Subscription Billing

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Autonomous Task Execution** | Feature Not Available | Not enough data | 
| **Multi-step Planning** | Feature Not Available | Not enough data | 
| **Cross-system Integration** | 7.7 (5 reviews) | Not enough data | 
| **Adaptive Learning** | Feature Not Available | Not enough data | 

### Workplace Innovation Platforms

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

#### Administration

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Application Deployment** | Not enough data | Not enough data | 
| **Native Deployment** | Not enough data | Not enough data | 
| **Data Security** | Not enough data | Not enough data | 
| **Access Control** | Not enough data | Not enough data | 
| **Scalability** | Not enough data | Not enough data | 
| **Lifecycle Management** | Feature Not Available | Not enough data | 

#### Automation

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Workflow Automation** | Not enough data | Not enough data | 
| **Workflow Mapping** | Feature Not Available | Not enough data | 
| **Real-Time Updates** | Not enough data | Not enough data | 

#### Development

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Application Templates** | Not enough data | Not enough data | 
| **UI Code Extending** | Not enough data | Not enough data | 
| **WYSIWYG Editor** | Feature Not Available | Not enough data | 
| **Collaborative Development** | Not enough data | Not enough data | 

### Customer Communications Management

| Product | Score | Reviews |
|---|---|---|
| **Assembly** | 7.0/10 | 18 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Channels

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Multi-Channel Coverage** | 7.3 (13 reviews) | Not enough data | 
| **Open Listening** | Feature Not Available | Not enough data | 
| **Physical Media** | Feature Not Available | Not enough data | 

#### Design

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Communications Strategy Development** | 8.5 (14 reviews) | Not enough data | 
| **Create Content** | 7.1 (16 reviews) | Not enough data | 
| **Personalization** | 7.6 (16 reviews) | Not enough data | 
| **Inbound Identification** | 7.4 (13 reviews) | Not enough data | 
| **Regulatory Compliance** | 8.5 (13 reviews) | Not enough data | 

#### Generative AI

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **AI Text Generation** | 4.3 (12 reviews) | Not enough data | 
| **AI Text Summarization** | 5.1 (13 reviews) | Not enough data | 

### Payment Processing

| Product | Score | Reviews |
|---|---|---|
| **Assembly** | 9.0/10 | 11 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Payment Processing

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Encryption** | 9.4 (9 reviews) | Not enough data | 
| **Credit Card Processing** | 9.4 (9 reviews) | Not enough data | 
| **Mobile Payments** | 9.3 (9 reviews) | Not enough data | 
| **Digital Wallet Integration** | Feature Not Available | Not enough data | 

#### Administration

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Reporting & Analytics** | 9.5 (10 reviews) | Not enough data | 
| **E-commerce Integration** | 9.5 (10 reviews) | Not enough data | 
| **Processing Fees** | 8.0 (11 reviews) | Not enough data | 
| **POS Integration** | Feature Not Available | Not enough data | 
| **Omnichannel** | 9.1 (9 reviews) | Not enough data | 
| **Levels 1 & 2** | Feature Not Available | Not enough data | 
| **Level 3** | Feature Not Available | Not enough data | 

#### Payment Options

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Multi-Currency** | Feature Not Available | Not enough data | 
| **Online payment portal** | 9.3 (10 reviews) | Not enough data | 

#### Security

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **POS Verification** | Feature Not Available | Not enough data | 

#### Platform

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Accounting integration** | 8.0 (9 reviews) | Not enough data | 
| **E-commerce Integration** | 8.1 (9 reviews) | Not enough data | 

### Client Portal

| Product | Score | Reviews |
|---|---|---|
| **Assembly** | 8.5/10 | 180 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Content

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Document Collaboration** | 8.1 (153 reviews) | Not enough data | 
| **Versioning** | Feature Not Available | Not enough data | 
| **E-Signature** | 8.6 (153 reviews) | Not enough data | 
| **File Request** | 8.9 (150 reviews) | Not enough data | 
| **Feedback** | 8.8 (143 reviews) | Not enough data | 

#### Collaboration

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Billing and Invoicing** | 8.5 (152 reviews) | Not enough data | 
| **Instant Messaging** | 9.1 (156 reviews) | Not enough data | 
| **Project Management** | 8.2 (150 reviews) | Not enough data | 
| **Analytics** | 7.8 (137 reviews) | Not enough data | 
| **Time Tracking** | Feature Not Available | Not enough data | 
| **Mobile Application** | Feature Not Available | Not enough data | 

### Billing

| Product | Score | Reviews |
|---|---|---|
| **Assembly** | 8.6/10 | 65 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Bill Generation

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Templates** | 8.6 (56 reviews) | Not enough data | 
| **Digital Billing** | 9.2 (61 reviews) | Not enough data | 
| **Recurring Billing** | 9.2 (61 reviews) | Not enough data | 

#### Bill Processing

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Consolidation** | Feature Not Available | Not enough data | 
| **Batch Invoicing** | Feature Not Available | Not enough data | 
| **Management** | 8.7 (57 reviews) | Not enough data | 

#### Integration

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Accounting** | 8.3 (52 reviews) | Not enough data | 
| **Payments** | 8.7 (58 reviews) | Not enough data | 
| **ERP** | 7.8 (45 reviews) | Not enough data | 

#### Agentic AI - Billing

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Autonomous Task Execution** | Feature Not Available | Not enough data | 

### Client Onboarding

| Product | Score | Reviews |
|---|---|---|
| **Assembly** | 8.6/10 | 37 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Onboarding Setup

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Workflows** | 9.2 (29 reviews) | Not enough data | 
| **Templates** | 8.5 (26 reviews) | Not enough data | 
| **Checklists** | 7.6 (26 reviews) | Not enough data | 

#### Project Tracking

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Monitoring** | 6.5 (26 reviews) | Not enough data | 
| **Resources** | Feature Not Available | Not enough data | 
| **Content** | 8.6 (27 reviews) | Not enough data | 
| **Tasks** | 8.4 (28 reviews) | Not enough data | 
| **Optimization** | Feature Not Available | Not enough data | 

#### Customer Engagement

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Portal** | 9.6 (35 reviews) | Not enough data | 
| **Engagement** | 9.4 (30 reviews) | Not enough data | 
| **Branding** | 9.2 (28 reviews) | Not enough data | 
| **Visibility** | 9.2 (30 reviews) | Not enough data | 
| **Collaboration** | 7.7 (27 reviews) | Not enough data | 

### Cloud File Storage

| Product | Score | Reviews |
|---|---|---|
| **Assembly** | 8.6/10 | 54 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Functionality

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Storage Scaling** | 8.8 (49 reviews) | Not enough data | 
| **Backup Support** | 8.3 (47 reviews) | Not enough data | 
| **File Security** | 9.1 (51 reviews) | Not enough data | 
| **File Organization** | 8.7 (52 reviews) | Not enough data | 

#### Cloud Support

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Service Support** | 8.9 (48 reviews) | Not enough data | 
| **Cloud Transparency** | Feature Not Available | Not enough data | 
| **Cloud Migration Support** | 8.5 (45 reviews) | Not enough data | 

#### Automation

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Intelligent Data Management** | Feature Not Available | Not enough data | 
| **Workflow Automation** | 8.5 (48 reviews) | Not enough data | 

### Online Form Builder

| Product | Score | Reviews |
|---|---|---|
| **Assembly** | 8.2/10 | 34 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Customization

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Custom Fields** | 8.7 (31 reviews) | Not enough data | 
| **Conditional Logic** | Feature Not Available | Not enough data | 
| **Multi-page Forms** | 7.5 (31 reviews) | Not enough data | 
| **Design** | 7.6 (32 reviews) | Not enough data | 

#### Additional Functionality

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Embedded Forms** | 7.9 (32 reviews) | Not enough data | 
| **Offline Capability** | Feature Not Available | Not enough data | 
| **Notifications** | 9.4 (32 reviews) | Not enough data | 
| **Payments** | 8.3 (30 reviews) | Not enough data | 
| **Mobile Forms** | 8.3 (30 reviews) | Not enough data | 

### Sales Analytics

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

#### Agentic AI - Sales Analytics

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

#### Agentic AI - Sales Coaching

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

### Accounting & Finance

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

#### Agentic AI - Accounting & Finance

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 

### No-Code Development Platforms

| Product | Score | Reviews |
|---|---|---|
| **Assembly** | 9.2/10 | 13 |
| **Dynamics 365 Sales** | N/A | N/A |

#### User Interface Design

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **WYSIWYG Editor** | Feature Not Available | Not enough data | 
| **Customized Branding** | 9.2 (13 reviews) | Not enough data | 
| **App Templates** | 9.1 (11 reviews) | Not enough data | 
| **Workflow Management** | 9.4 (12 reviews) | Not enough data | 

#### Data Control

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Data Migration** | 9.7 (11 reviews) | Not enough data | 
| **Data Synchronization** | 9.2 (11 reviews) | Not enough data | 
| **Data Security** | 8.6 (11 reviews) | Not enough data | 

#### Publishing

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Application Deployment** | Feature Not Available | Not enough data | 
| **Platform Compatibility** | 8.9 (12 reviews) | Not enough data | 
| **Lifecycle Management** | Feature Not Available | Not enough data | 

#### Agentic AI - No-Code Development Platforms

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Adaptive Learning** | Feature Not Available | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Feature Not Available | Not enough data | 

### Website Builder

| Product | Score | Reviews |
|---|---|---|
| **Assembly** | 9.4/10 | 9 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Customizations

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Templates** | Feature Not Available | Not enough data | 
| **Drag and Drop** | Feature Not Available | Not enough data | 
| **HTML Input** | 9.4 (8 reviews) | Not enough data | 
| **Domain Name** | 9.5 (7 reviews) | Not enough data | 

#### Growth

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **SEO** | Feature Not Available | Not enough data | 
| **Site Analytics** | 9.5 (7 reviews) | Not enough data | 
| **Marketing Tools** | Feature Not Available | Not enough data | 
| **E-Commerce** | 9.2 (6 reviews) | Not enough data | 
| **Hosting** | 9.2 (6 reviews) | Not enough data | 

#### Content

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Email Integrations** | 9.5 (7 reviews) | Not enough data | 
| **Content Management** | Feature Not Available | Not enough data | 
| **Permissions** | 9.3 (7 reviews) | Not enough data | 
| **WordPress Tool** | Feature Not Available | Not enough data | 

#### Support

| Feature | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Customer Support** | 9.7 (6 reviews) | Not enough data | 

---
## Categories

**Unique to Assembly (15):** [Client Portal Software](https://www.g2.com/categories/client-portal), [Client Onboarding Software](https://www.g2.com/categories/client-onboarding), [Payment Processing Software](https://www.g2.com/categories/payment-processing), [Customer Communications Management Software](https://www.g2.com/categories/customer-communications-management), [Subscription Billing Software](https://www.g2.com/categories/subscription-billing), [Cloud File Storage Software](https://www.g2.com/categories/cloud-file-storage), [Online Form Builder Software](https://www.g2.com/categories/online-form-builder), [No-Code Development Platforms](https://www.g2.com/categories/no-code-development-platforms), [Website Builder Software](https://www.g2.com/categories/website-builder), [Cloud Content Collaboration Software](https://www.g2.com/categories/cloud-content-collaboration), [E-Signature Software](https://www.g2.com/categories/e-signature), [Billing Software](https://www.g2.com/categories/billing), [Proposal Software](https://www.g2.com/categories/proposal), [Contract Management Software](https://www.g2.com/categories/contract-management), [Workplace Innovation Platforms](https://www.g2.com/categories/workplace-innovation-platforms)

**Unique to Dynamics 365 Sales (3):** [CRM Software](https://www.g2.com/categories/crm), [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 | Assembly | Dynamics 365 Sales | 
|---|---|---|
| **Small-Business** | 96.2% | 31.0% | 
| **Mid-Market** | 3.5% | 39.4% | 
| **Enterprise** | 0.3% | 29.6% | 

### By Industry

#### Assembly

- **Marketing and Advertising:** 24.8%
- **Accounting:** 14.2%
- **Consulting:** 8.5%
- **Financial Services:** 7.4%
- **Information Technology and Services:** 5.0%
- **Design:** 3.2%
- **Computer Software:** 2.5%
- **Legal Services:** 2.1%
- **Management Consulting:** 2.1%
- **Graphic Design:** 1.8%
- **Other:** 28.4%

#### 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 Assembly

- [SuiteDash](https://www.g2.com/products/suitedash/reviews) — 4.8/5 stars (617 reviews)
- [Accelo](https://www.g2.com/products/accelo/reviews) — 4.4/5 stars (554 reviews)
- [Moxo](https://www.g2.com/products/moxo-g2/reviews) — 4.5/5 stars (194 reviews)
- [Softr](https://www.g2.com/products/softr/reviews) — 4.7/5 stars (688 reviews)
- [Google Workspace](https://www.g2.com/products/google-workspace/reviews) — 4.6/5 stars (47896 reviews)
- [HighLevel](https://www.g2.com/products/highlevel/reviews) — 4.6/5 stars (636 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2926 reviews)
- [ClickUp](https://www.g2.com/products/clickup/reviews) — 4.6/5 stars (12318 reviews)
- [ServiceNow App Engine](https://www.g2.com/products/servicenow-app-engine/reviews) — 4.5/5 stars (1051 reviews)
- [Planhat](https://www.g2.com/products/planhat/reviews) — 4.5/5 stars (926 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 (25778 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14682 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13789 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3038 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2926 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1426 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1231 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 (998 reviews)
- [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (950 reviews)

---
## Top Discussions

### Assembly

- Title: [i want a software to save my document files](https://www.g2.com/discussions/42414-i-want-a-software-to-save-my-document-files) — 3 comments, 1 upvote
  > **Top comment:** "Works wonders"
- Title: [while maintaining quality and being the best](https://www.g2.com/discussions/42975-while-maintaining-quality-and-being-the-best) — 1 comment, 1 upvote
  > **Top comment:** "It's great"

### 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/assemblysoftware-vs-dynamics-365-sales)