# Creatio vs Dynamics 365 Sales Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Creatio excels in user experience, with a significantly higher satisfaction rating. Users appreciate its **user-friendly interface** and adaptability, noting that it meets specific requirements without the need for complex workarounds.
- **According to verified reviews** , Dynamics 365 Sales is praised for its **robust customization options** and effective lead tracking capabilities. Users highlight its ability to enhance sales performance and ensure no opportunities are missed, although some mention challenges with configuration.
- **Users say** that Creatio&#39;s implementation process is agile and flexible, making it easier for teams to adapt the platform to their needs. This contrasts with Dynamics 365 Sales, where some users have reported a more complex setup experience.
- **Reviewers mention** that the quality of support for Creatio is notably high, with many users expressing satisfaction with the responsive team. In comparison, while Dynamics 365 Sales offers solid support, it does not reach the same level of user approval.
- **G2 reviewers highlight** that Dynamics 365 Sales is particularly effective for mid-market businesses, providing a strong environment for tracking leads. However, Creatio&#39;s appeal to small businesses is evident, as users find it more accessible and cost-effective, starting at just $25 per month.
- **According to recent user feedback** , both platforms have their strengths, but Creatio stands out for its **adaptability** in marketing and campaign management, allowing users to implement specific requirements seamlessly, while Dynamics 365 Sales is recognized for its **fast chat features** and lead management efficiency.



| | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Star Rating** | 4.6 out of 5 | 3.8 out of 5 | 
| **Total Reviews** | 313 | 1,618 | 
| **Largest Market Segment** | Small-Business (43.7% of reviews) | Mid-Market (39.4% of reviews) | 
| **Entry Level Price** | Starting at $40.00 1 user Per Month | $210/month per user | 

---
## Top Pros & Cons

### Creatio

Pros:
- Ease of Use (32 reviews)
- Efficiency (21 reviews)

Cons:
- Learning Curve (10 reviews)
- Missing Features (10 reviews)

### Dynamics 365 Sales

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

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

---
## Ratings Comparison
| Rating | Creatio | Dynamics 365 Sales | 
|---|---|---|
  | **Meets Requirements** | 9.1 (224 reviews) | 8.1 (1291 reviews) | 
  | **Ease of Use** | 9.1 (251 reviews) | 7.4 (1297 reviews) | 
  | **Ease of Setup** | 8.4 (152 reviews) | 7.2 (417 reviews) | 
  | **Ease of Admin** | 8.6 (120 reviews) | 7.6 (385 reviews) | 
  | **Quality of Support** | 9.1 (222 reviews) | 7.5 (1132 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.2 (119 reviews) | 7.8 (380 reviews) | 
  | **Product Direction (% positive)** | 9.2 (209 reviews) | 6.3 (1268 reviews) | 

---
## Pricing

### Creatio

#### Entry-Level Pricing

Plan: Growth

Price: Starting at $40.00 1 user Per Month

Description: Provide automation to SMB clients 

Key Features:
- No-code user interface designer
- Customization via scripts
- Unlimited number of records

[Browse all 3 editions](https://www.g2.com/products/creatio/pricing)

#### Free Trial

No

### 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 |
|---|---|---|
| **Creatio** | 8.8/10 | 187 |
| **Dynamics 365 Sales** | 7.9/10 | 1201 |

#### Sales Force Automation

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Contact &amp; Account Management** | 9.0 (152 reviews) ✓ Verified | 8.1 (965 reviews) ✓ Verified | 
| **Partner Relationship Mgmt. (PRM)** | 9.0 (91 reviews) | 7.9 (679 reviews) ✓ Verified | 
| **Opportunity &amp; Pipeline Mgmt.** | 8.9 (144 reviews) ✓ Verified | 7.9 (905 reviews) ✓ Verified | 
| **Task / Activity Management** | 8.8 (148 reviews) ✓ Verified | 7.8 (971 reviews) ✓ Verified | 
| **Territory &amp; Quota Management** | 8.7 (117 reviews) ✓ Verified | 7.6 (736 reviews) ✓ Verified | 
| **Desktop Integration** | 8.7 (132 reviews) ✓ Verified | 7.9 (869 reviews) ✓ Verified | 
| **Product &amp; Price List Management** | 8.6 (129 reviews) ✓ Verified | 7.6 (730 reviews) ✓ Verified | 
| **Quote &amp; Order Management** | 8.8 (125 reviews) ✓ Verified | 7.8 (721 reviews) ✓ Verified | 
| **Customer Contract Management** | 8.9 (121 reviews) ✓ Verified | 8.0 (768 reviews) ✓ Verified | 

#### Marketing Automation

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Email Marketing** | 8.8 (132 reviews) ✓ Verified | 7.6 (754 reviews) ✓ Verified | 
| **Campaign Management** | 8.9 (123 reviews) ✓ Verified | 7.5 (732 reviews) ✓ Verified | 
| **Lead Management** | 9.1 (141 reviews) ✓ Verified | 7.8 (822 reviews) ✓ Verified | 
| **Marketing ROI Analytics** | 8.9 (109 reviews) ✓ Verified | 7.6 (642 reviews) ✓ Verified | 

#### Customer Support

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Case Management** | 9.1 (122 reviews) ✓ Verified | 8.0 (708 reviews) ✓ Verified | 
| **Customer Support Portal** | 8.8 (113 reviews) ✓ Verified | 7.8 (672 reviews) ✓ Verified | 
| **Knowledge Base** | 8.9 (128 reviews) ✓ Verified | 7.9 (694 reviews) ✓ Verified | 
| **Call Center Features** | 8.8 (110 reviews) ✓ Verified | 7.7 (603 reviews) ✓ Verified | 
| **Support Analytics** | 9.1 (115 reviews) ✓ Verified | 7.9 (630 reviews) ✓ Verified | 

#### Reporting &amp; Analytics

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Reporting** | 8.8 (147 reviews) ✓ Verified | 7.9 (896 reviews) ✓ Verified | 
| **Dashboards** | 9.0 (155 reviews) ✓ Verified | 7.9 (946 reviews) ✓ Verified | 
| **Forecasting** | 8.7 (120 reviews) ✓ Verified | 7.7 (783 reviews) ✓ Verified | 

#### Mobile &amp; Social

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Social Collaboration Features** | 8.6 (115 reviews) ✓ Verified | 7.5 (556 reviews) ✓ Verified | 
| **Social Network Integration** | 8.5 (110 reviews) ✓ Verified | 7.6 (550 reviews) ✓ Verified | 
| **Mobile User Support** | 8.5 (122 reviews) ✓ Verified | 7.4 (620 reviews) ✓ Verified | 

#### Platform

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Customization** | 8.8 (96 reviews) ✓ Verified | 8.1 (293 reviews) ✓ Verified | 
| **Workflow Capability** | 9.0 (97 reviews) ✓ Verified | 8.1 (308 reviews) ✓ Verified | 
| **User, Role, and Access Management** | 8.8 (97 reviews) ✓ Verified | 8.2 (302 reviews) ✓ Verified | 
| **Internationalization** | 8.7 (70 reviews) | 7.9 (227 reviews) ✓ Verified | 
| **Sandbox / Test Environments** | 8.9 (79 reviews) ✓ Verified | 7.9 (249 reviews) ✓ Verified | 
| **Document &amp; Content Mgmt.** | 8.7 (82 reviews) ✓ Verified | 7.8 (276 reviews) ✓ Verified | 
| **Performance and Reliability** | 8.8 (91 reviews) ✓ Verified | 7.7 (292 reviews) ✓ Verified | 
| **Output Document Generation** | 8.6 (76 reviews) ✓ Verified | 7.8 (254 reviews) ✓ Verified | 

#### Integration

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Data Import &amp; Export Tools** | 8.8 (98 reviews) ✓ Verified | 7.9 (297 reviews) ✓ Verified | 
| **Integration APIs** | 8.7 (81 reviews) ✓ Verified | 7.8 (234 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | 8.5 (75 reviews) | 7.6 (239 reviews) ✓ Verified | 

#### Generative AI

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **AI Text Generation** | 9.0 (28 reviews) | 8.1 (18 reviews) | 

#### Agentic AI - CRM

| Feature | Creatio | 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) | 

### Help Desk

| Product | Score | Reviews |
|---|---|---|
| **Creatio** | 8.8/10 | 6 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Ticket and Case Management

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Ticket creation user experience** | Not enough data | Not enough data | 
| **Ticket response user experience** | Not enough data | Not enough data | 
| **Workflow** | Not enough data | Not enough data | 
| **Response Automation** | Not enough data | Not enough data | 
| **SLA Management** | Not enough data | Not enough data | 
| **Attachments/Screencasts** | Not enough data | Not enough data | 
| **Ticket Collaboration** | Not enough data | Not enough data | 
| **Customer and Contacts Database** | Not enough data | Not enough data | 

#### Generative AI

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

#### Agentic AI - Help Desk

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

#### Communication Channels

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Customer Portal** | Not enough data | Not enough data | 
| **Email to Case** | Not enough data | Not enough data | 
| **Chat/Live Support** | 9.3 (5 reviews) | Not enough data | 
| **Social Integration** | Not enough data | Not enough data | 
| **Voice** | 8.3 (5 reviews) | Not enough data | 

#### Platform

| Feature | Creatio | 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 | 
| **Integration** | Not enough data | Not enough data | 
| **Reporting** | Not enough data | Not enough data | 
| **Dashboards** | 8.3 (5 reviews) | Not enough data | 

### Lead Generation

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

#### Lead Generation

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Lead Builder** | Not enough data | Not enough data | 
| **CRM Integration** | Not enough data | Not enough data | 
| **Marketing Automation Integration** | Not enough data | Not enough data | 
| **Social Media Integration** | Not enough data | Not enough data | 
| **Data Import &amp; Export Tools** | Not enough data | Not enough data | 

### Retail Distributed Order Management Systems

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

#### Administration

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Dashboards** | Not enough data | Not enough data | 
| **Reports &amp; Analytics** | Not enough data | Not enough data | 

#### Inventory Control

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Inventory Management** | Not enough data | Not enough data | 
| **Inventory Sourcing** | Not enough data | Not enough data | 

#### Omni-Channel

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Customer Service** | Not enough data | Not enough data | 
| **Order Fulfillment** | Not enough data | Not enough data | 
| **Order Management** | Not enough data | Not enough data | 
| **Integrations** | Not enough data | Not enough data | 

### Workflow Management

| Product | Score | Reviews |
|---|---|---|
| **Creatio** | 9.0/10 | 25 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Setup

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Activities** | 9.2 (22 reviews) | Not enough data | 
| **Flows** | 8.9 (22 reviews) | Not enough data | 
| **Dependencies** | 8.9 (19 reviews) | Not enough data | 
| **Notifications** | 9.1 (24 reviews) | Not enough data | 

#### Management

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Updates** | 8.9 (19 reviews) | Not enough data | 
| **Audit Trail** | 8.9 (18 reviews) | Not enough data | 
| **Integration** | 8.8 (20 reviews) | Not enough data | 

#### Generative AI

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **AI Text Generation** | 9.0 (10 reviews) | Not enough data | 

#### Agentic AI - Workflow Management

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

### Contact Center

| Product | Score | Reviews |
|---|---|---|
| **Creatio** | 8.5/10 | 30 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Channels

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Voice** | 8.8 (17 reviews) ✓ Verified | Not enough data | 
| **Social** | 8.1 (17 reviews) ✓ Verified | Not enough data | 
| **Web Chat** | 8.2 (16 reviews) | Not enough data | 
| **Mobile SMS** | 8.3 (17 reviews) | Not enough data | 
| **Email** | 8.8 (19 reviews) | Not enough data | 

#### Generative AI

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **AI Text-to-Speech** | 9.3 (5 reviews) | Not enough data | 

#### Functions

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Session Routing** | 8.5 (19 reviews) | Not enough data | 
| **Session Queuing** | 8.6 (18 reviews) | Not enough data | 
| **Concurrent Calling** | 8.9 (19 reviews) ✓ Verified | Not enough data | 
| **Speech Analytics** | 8.5 (14 reviews) | Not enough data | 
| **Auto Dialer** | 7.9 (15 reviews) | Not enough data | 
| **IVR** | 8.4 (16 reviews) | Not enough data | 
| **Inbound Screen Pop** | 8.1 (16 reviews) ✓ Verified | Not enough data | 
| **Persistent Data** | 8.5 (17 reviews) ✓ Verified | Not enough data | 

#### Agentic AI - Contact Center

| Feature | Creatio | 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 | 
| **Proactive Assistance** | Not enough data | Not enough data | 

#### Administrative

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Session Summary Notes** | 8.3 (19 reviews) ✓ Verified | Not enough data | 
| **Administrator Access** | 9.3 (22 reviews) ✓ Verified | Not enough data | 
| **Reporting &amp; Dashboards** | 9.0 (23 reviews) ✓ Verified | Not enough data | 
| **Session Recording** | 7.7 (15 reviews) | Not enough data | 
| **Agent Scheduling and Assignment** | 9.2 (18 reviews) | Not enough data | 

### Digital Process Automation (DPA)

| Product | Score | Reviews |
|---|---|---|
| **Creatio** | 9.0/10 | 15 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Digital Workflows

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Logic and Conditions** | 9.0 (10 reviews) | Not enough data | 
| **No-Code Or Low-Code** | 9.5 (13 reviews) | Not enough data | 
| **Document Management** | 9.1 (13 reviews) | Not enough data | 

#### Forms

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Data Mapping** | 9.2 (12 reviews) | Not enough data | 
| **Templates** | 9.2 (12 reviews) | Not enough data | 
| **Mobile-Friendly Forms** | 8.5 (12 reviews) | Not enough data | 

#### Automation

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Workflow Automation** | 9.4 (13 reviews) | Not enough data | 
| **Workflow Mapping** | 9.4 (12 reviews) | Not enough data | 
| **Real-Time Updates** | 8.8 (11 reviews) | Not enough data | 
| **Robotic Process Automation** | 8.2 (11 reviews) | Not enough data | 

#### Agentic AI - Digital Process Automation (DPA)

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

### AI Agents For Business Operations

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

#### Responses

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Personalization** | Not enough data | Not enough data | 
| **Route To Human** | Not enough data | Not enough data | 
| **Natural Language Understanding (NLU)** | Not enough data | Not enough data | 

#### Automation - AI Agents

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Sales Follow-Up** | Not enough data | Not enough data | 
| **Customer Interaction Automation** | Not enough data | Not enough data | 
| **Lead Generation** | Not enough data | Not enough data | 
| **Document Processing** | Not enough data | Not enough data | 
| **Feedback Collection** | Not enough data | Not enough data | 

#### Platform

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Conversation Editor** | Not enough data | Not enough data | 
| **Integration** | Not enough data | Not enough data | 
| **Human-In-The-Loop** | Not enough data | Not enough data | 

#### Autonomy -  AI Agents

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Independent Decision Making** | Not enough data | Not enough data | 
| **Adaptive Responses** | Not enough data | Not enough data | 
| **Task Execution** | Not enough data | Not enough data | 
| **Problem Solving** | Not enough data | Not enough data | 

#### Generative AI

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

### Lead Capture

| Product | Score | Reviews |
|---|---|---|
| **Creatio** | 8.7/10 | 11 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Lead Monitoring

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Features** | 9.2 (8 reviews) | Not enough data | 
| **Performance** | 9.3 (10 reviews) | Not enough data | 
| **Identification** | 8.8 (7 reviews) | Not enough data | 

#### Agentic AI - Lead Capture

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

#### Data Capture

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Mobile** | 8.3 (8 reviews) | Not enough data | 
| **Websites** | 8.8 (8 reviews) | Not enough data | 
| **Social Media** | 7.9 (7 reviews) | Not enough data | 
| **Data** | 8.6 (7 reviews) | Not enough data | 

#### Analytics

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Export/Import** | 8.7 (9 reviews) | Not enough data | 
| **Reporting** | 8.8 (10 reviews) | Not enough data | 

#### Customization

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Forms** | 8.5 (8 reviews) | Not enough data | 
| **Personalization** | 8.6 (7 reviews) | Not enough data | 
| **Templates** | 9.0 (7 reviews) | Not enough data | 
| **Integration** | 9.0 (8 reviews) | Not enough data | 

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

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

#### Revenue Sourcing and Forecasting

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Revenue History** | Not enough data | Not enough data | 
| **Pipeline Management** | Not enough data | Not enough data | 
| **Dashboard Analytics** | Not enough data | Not enough data | 
| **Multi-Device Data Visualization** | Not enough data | Not enough data | 
| **Data Segmentation** | Not enough data | Not enough data | 
| **Predictive Forecasting** | Not enough data | Not enough data | 
| **Revenue Operations Cadence** | Not enough data | Not enough data | 

#### CRM Data Enrichment

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Calendar Sync** | Not enough data | Not enough data | 
| **Email Activity Capture** | Not enough data | Not enough data | 
| **Conversation Intelligence** | Not enough data | Not enough data | 
| **Marketing Leads** | Not enough data | Not enough data | 
| **Contact Capture** | Not enough data | Not enough data | 

#### Account Management

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Nonengaged Accounts** | Not enough data | Not enough data | 
| **Account optimization** | Not enough data | Not enough data | 
| **Historical Patterns** | Not enough data | Not enough data | 
| **Rep Performance** | Not enough data | Not enough data | 
| **Account Engagement** | Not enough data | Not enough data | 
| **Historical Win/Loss Patterns** | Not enough data | Not enough data | 

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

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

### Retail Analytics

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

#### Data Management

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Consolidation
** | Not enough data | Not enough data | 
| **Data types
** | Not enough data | Not enough data | 
| **Correction** | Not enough data | Not enough data | 
| **Cleansing** | Not enough data | Not enough data | 
| **Validation
** | Not enough data | Not enough data | 

#### Analytics

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **KPIs** | Not enough data | Not enough data | 
| **Forecasting** | Not enough data | Not enough data | 
| **Reports and Dashboards** | Not enough data | Not enough data | 
| **Predictive analytics** | Not enough data | Not enough data | 

#### Mobile

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Mobile dashboard** | Not enough data | Not enough data | 
| **Mobile application** | Not enough data | Not enough data | 

#### Platform Additional Functionality

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Cloud** | Not enough data | Not enough data | 
| **On-Premise** | Not enough data | Not enough data | 

#### Integration 

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Marketplace** | Not enough data | Not enough data | 
| **Retail POS** | Not enough data | Not enough data | 
| **Other software** | Not enough data | Not enough data | 

#### Generative AI

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 

#### Agentic AI - Retail Analytics

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

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **Creatio** | 8.8/10 | 29 |
| **Dynamics 365 Sales** | 8.5/10 | 22 |

#### Agentic AI - Sales Analytics

| Feature | Creatio | 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 | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Data Sourcing** | 8.9 (23 reviews) | 8.7 (21 reviews) | 
| **Exporting &amp; Sharing Data** | 8.9 (24 reviews) | 8.5 (21 reviews) | 
| **Multi-Device Data Visualization** | 8.5 (20 reviews) | 8.4 (20 reviews) | 
| **Interactive Dashboards** | 8.6 (25 reviews) | 8.1 (21 reviews) | 
| **Data Segmentation** | 9.0 (21 reviews) | 8.7 (20 reviews) | 

#### Predictive Analytics

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Lead Scoring** | 9.2 (22 reviews) | 8.7 (20 reviews) | 
| **Opportunity Scoring** | 8.8 (23 reviews) | 8.6 (19 reviews) | 
| **Risk Analysis** | 8.4 (20 reviews) | 8.3 (19 reviews) | 
| **Live Forecasting** | 8.8 (23 reviews) | 8.3 (19 reviews) | 

#### Sales Management

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Live Pipeline Management** | 8.7 (26 reviews) | 8.8 (20 reviews) | 
| **Sales Gamification** | 8.5 (21 reviews) | 8.7 (19 reviews) | 
| **Account-Based Analytics** | 9.2 (24 reviews) | 8.5 (20 reviews) | 
| **Activity Tracking** | 8.6 (27 reviews) | 8.7 (20 reviews) | 

### Sales Coaching

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

#### Agentic AI - Sales Coaching

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

### No-Code Development Platforms

| Product | Score | Reviews |
|---|---|---|
| **Creatio** | 9.2/10 | 32 |
| **Dynamics 365 Sales** | N/A | N/A |

#### User Interface Design

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **WYSIWYG Editor** | 9.5 (22 reviews) | Not enough data | 
| **Customized Branding** | 9.0 (23 reviews) | Not enough data | 
| **App Templates** | 9.0 (24 reviews) | Not enough data | 
| **Workflow Management** | 9.5 (30 reviews) | Not enough data | 

#### Data Control

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Data Migration** | 9.0 (25 reviews) | Not enough data | 
| **Data Synchronization** | 9.0 (25 reviews) | Not enough data | 
| **Data Security** | 9.4 (25 reviews) | Not enough data | 

#### Publishing

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Application Deployment** | 9.3 (25 reviews) | Not enough data | 
| **Platform Compatibility** | 9.2 (23 reviews) | Not enough data | 
| **Lifecycle Management** | 9.3 (23 reviews) | Not enough data | 

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

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **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 | 

### AI Customer Support Agents

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

#### Customer Query Resolution - AI Customer Support Agents

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Automated Ticket Resolution** | Not enough data | Not enough data | 
| **Contextual Response Generation** | Not enough data | Not enough data | 
| **Sentiment Analysis** | Not enough data | Not enough data | 
| **Knowledge Base Utilization** | Not enough data | Not enough data | 
| **Multilingual Support** | Not enough data | Not enough data | 

#### Customer Interaction Automation - AI Customer Support Agents

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Proactive Customer Outreach** | Not enough data | Not enough data | 
| **Feedback Collection** | Not enough data | Not enough data | 
| **Escalation Handling** | Not enough data | Not enough data | 
| **Workflow Optimization** | Not enough data | Not enough data | 

#### Automation

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Customer Interaction Automation** | Not enough data | Not enough data | 
| **Feedback Collection** | Not enough data | Not enough data | 
| **Document Processing** | Not enough data | Not enough data | 

#### Autonomy

| Feature | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Independent Decision Making** | Not enough data | Not enough data | 
| **Adaptive Responses** | Not enough data | Not enough data | 
| **Task Execution** | Not enough data | Not enough data | 
| **Problem Solving** | Not enough data | Not enough data | 

### AI Agents

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

#### Agentic AI - AI Agents

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

---
## Categories
**Shared Categories (2):** [Sales Analytics Software](https://www.g2.com/categories/sales-analytics), [CRM Software](https://www.g2.com/categories/crm)

**Unique to Creatio (11):** [Retail Analytics Software](https://www.g2.com/categories/retail-analytics), [AI Agents For Business Operations](https://www.g2.com/categories/ai-agents-for-business-operations), [Workflow Management Software](https://www.g2.com/categories/workflow-management), [Digital Process Automation (DPA) Software](https://www.g2.com/categories/digital-process-automation-dpa), [Retail Distributed Order Management Systems](https://www.g2.com/categories/retail-distributed-order-management-systems), [No-Code Development Platforms](https://www.g2.com/categories/no-code-development-platforms), [Lead Capture Software](https://www.g2.com/categories/lead-capture), [Help Desk Software](https://www.g2.com/categories/help-desk), [Contact Center Software](https://www.g2.com/categories/contact-center), [AI Customer Support Agents Software](https://www.g2.com/categories/ai-customer-support-agents), [Revenue Operations &amp; Intelligence (RO&amp;I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i)

**Unique to Dynamics 365 Sales (1):** [Sales Coaching Software](https://www.g2.com/categories/sales-coaching)


---
## Reviewer Demographics

### By Company Size

| Segment | Creatio | Dynamics 365 Sales | 
|---|---|---|
| **Small-Business** | 43.7% | 31.0% | 
| **Mid-Market** | 41.4% | 39.4% | 
| **Enterprise** | 14.9% | 29.6% | 

### By Industry

#### Creatio

- **Information Technology and Services:** 18.2%
- **Computer Software:** 10.8%
- **Financial Services:** 5.9%
- **Banking:** 4.8%
- **Pharmaceuticals:** 2.6%
- **Telecommunications:** 2.6%
- **Marketing and Advertising:** 2.2%
- **Human Resources:** 2.2%
- **Hospitality:** 2.2%
- **Education Management:** 2.2%
- **Other:** 46.1%

#### 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 Creatio

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25784 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13797 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2927 reviews)
- [Kissflow](https://www.g2.com/products/kissflow/reviews) — 4.3/5 stars (591 reviews)
- [Nintex](https://www.g2.com/products/nintex-nintex/reviews) — 4.3/5 stars (1322 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3044 reviews)
- [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) — 4.2/5 stars (941 reviews)
- [Coevera](https://www.g2.com/products/coevera/reviews) — 4.6/5 stars (477 reviews)
- [Workbooks](https://www.g2.com/products/workbooks/reviews) — 4.2/5 stars (573 reviews)
- [ProcessMaker](https://www.g2.com/products/processmaker/reviews) — 4.3/5 stars (305 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 (25784 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14683 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13797 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3044 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2927 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 (1232 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 (998 reviews)
- [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (951 reviews)

---
## Top Discussions

### Creatio

- Title: [what makes bpm&#39;online better than other CRM systems](https://www.g2.com/discussions/3466-what-makes-bpm-online-better-than-other-crm-systems) — 2 comments, 1 upvote
  > **Top comment:** "Have to disagree with this one....salesforce EE isn&#39;t cheap but it works and works and works. "
- Title: [What is Creatio used for?](https://www.g2.com/discussions/what-is-creatio-used-for) — 1 comment *(includes official response)*
  > **Top comment:** "Creatio is used to automate business processes and manage customer relationships using AI-powered CRM and no-code tools. The platform helps organizations..."

### 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 &quot;System customizer&quot; and/or &quot;System Administrator&quot; role, If you do you can Click on the &quot;Form Editor&quot; 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&#39;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 &gt; Sales &gt; Sales Process to set stages like &quot;Lead,&quot;..."
- 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/creatio-vs-dynamics-365-sales)

