Compare Dynamics 365 Customer Insights and Planhat 
Featured Products
At a Glance
Market Segments
Mid-Market (75.0% of reviews)
Mid-Market (61.1% of reviews)
Entry-Level Pricing
No pricing available
Custom
Dynamics 365 Customer Insights
Star Rating
(19)4.0 out of 5
Market Segments
Mid-Market (75.0% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about Dynamics 365 Customer InsightsPlanhat
Star Rating
(887)4.5 out of 5
Market Segments
Mid-Market (61.1% of reviews)
Pros & Cons
Entry-Level Pricing
Custom
Learn more about PlanhatSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Planhat excels in user experience, highlighting its clean and intuitive interface that simplifies tracking customer health and managing accounts. Users appreciate the customizable dashboards that provide quick insights into renewal risks.
- Users say that Dynamics 365 Customer Insights is a reliable choice for larger organizations, with its ability to integrate multiple systems and create a comprehensive customer 360 view. This feature is particularly beneficial for businesses looking to collate structured and unstructured data.
- According to verified reviews, Planhat stands out for its exceptional support, with users praising the assistance they received from team members like Sabrina and Harrison. This level of support contributes to a more positive overall experience compared to Dynamics 365 Customer Insights.
- Reviewers mention that while Planhat has a higher ease of use rating, Dynamics 365 Customer Insights is noted for its user-friendly nature, especially for those already familiar with Microsoft products. However, some users feel that Planhat's interface is more straightforward for day-to-day tasks.
- G2 reviewers highlight that Planhat's recent updates have significantly improved its functionality, making it a more dynamic tool for managing customer relationships. In contrast, Dynamics 365 Customer Insights, while robust, has fewer recent reviews, indicating less user engagement and feedback.
- Users report that Planhat's overall satisfaction metrics are notably higher, reflecting a strong alignment with user needs and expectations. This is contrasted by Dynamics 365 Customer Insights, which, despite its strengths, has a lower satisfaction score and fewer reviews, suggesting potential areas for improvement.
Pricing
Entry-Level Pricing
Dynamics 365 Customer Insights
No pricing availablePlanhat
From Start-up to Enterprise
Custom
Planhat is priced to fit your company size. You can view details here: https://www.planhat.com/pricing/
Free Trial
Dynamics 365 Customer Insights
Free Trial is available
Planhat
No trial information availableRatings
Meets Requirements
8.2
11
8.6
736
Ease of Use
7.2
10
8.3
744
Ease of Setup
Not enough data
7.5
501
Ease of Admin
Not enough data
8.2
446
Quality of Support
8.1
8
9.2
715
Has the product been a good partner in doing business?
Not enough data
9.3
442
Product Direction (% positive)
6.8
11
9.2
686
Features by Category
Sales Force Automation
Not enough data
8.4
28
Not enough data
7.5
25
Not enough data
7.4
24
Not enough data
8.2
28
Not enough data
6.7
24
Not enough data
8.6
25
Not enough data
7.0
23
Not enough data
6.2
24
Not enough data
6.5
25
Marketing Automation
Not enough data
7.3
27
Not enough data
6.7
26
Not enough data
5.9
25
Not enough data
5.3
25
Customer Support
Not enough data
7.2
27
Not enough data
7.0
28
Not enough data
7.4
28
Not enough data
5.8
24
Not enough data
6.3
24
Reporting & Analytics
Not enough data
7.6
29
Not enough data
7.4
29
Not enough data
7.0
26
Mobile & Social
Not enough data
6.2
24
Not enough data
5.6
23
Not enough data
5.0
23
Platform
Not enough data
8.7
52
Not enough data
8.2
51
Not enough data
8.6
51
Not enough data
7.4
48
Not enough data
5.6
44
Not enough data
6.7
46
Not enough data
8.2
49
Not enough data
7.1
46
Integration
Not enough data
7.7
40
Not enough data
7.8
40
Not enough data
7.4
38
Generative AI
Not enough data
7.0
18
Agentic AI - CRM
Not enough data
6.1
17
Not enough data
6.4
17
Not enough data
6.5
17
Not enough data
5.9
17
Not enough data
6.5
16
Not enough data
6.1
16
Not enough data
6.0
16
Customer Information
Not enough data
8.6
556
|
Verified
Not enough data
8.8
549
|
Verified
Not enough data
8.8
560
|
Verified
Not enough data
8.2
545
|
Verified
Not enough data
8.5
513
|
Verified
Not enough data
8.0
489
|
Verified
Not enough data
7.2
420
|
Verified
Predictions
Not enough data
7.9
494
|
Verified
Not enough data
7.4
431
|
Verified
Not enough data
8.3
493
|
Verified
Not enough data
6.6
348
|
Verified
Platform
Not enough data
8.3
545
|
Verified
Not enough data
8.1
517
|
Verified
Not enough data
8.2
489
|
Verified
Not enough data
8.5
496
|
Verified
Not enough data
8.2
521
|
Verified
Not enough data
8.6
518
|
Verified
Not enough data
8.8
508
|
Verified
Not enough data
8.9
475
|
Verified
Not enough data
8.5
518
|
Verified
Not enough data
8.8
521
|
Verified
Generative AI
Not enough data
6.1
170
Not enough data
6.2
173
Agentic AI - Customer Success
Not enough data
6.3
98
Not enough data
6.7
98
Not enough data
6.8
101
Not enough data
6.5
97
Not enough data
6.2
98
Billing and Payments
Not enough data
7.9
80
Not enough data
7.6
68
Not enough data
7.5
74
Revenue Recognition
Not enough data
8.2
97
Not enough data
7.0
69
Not enough data
7.5
74
Revenue Optimization
Not enough data
8.1
103
Not enough data
7.4
78
Not enough data
8.2
106
Not enough data
7.8
92
Product Analytics
Not enough data
8.6
81
Not enough data
8.2
81
Not enough data
8.9
77
Not enough data
7.7
66
Not enough data
8.4
79
Not enough data
8.3
67
Not enough data
8.3
75
Not enough data
8.5
81
Agentic AI - Product Analytics
Not enough data
6.5
19
Not enough data
7.0
18
Not enough data
6.2
17
Not enough data
6.6
18
Behavioral Analytics - Product Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Infrastructure - Product Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
AI driven optimization - Product Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data Sourcing
Not enough data
8.2
181
Not enough data
8.4
175
Feature Not Available
6.4
139
Feature Not Available
7.3
141
Intelligence
Not enough data
6.3
121
Not enough data
6.5
129
Not enough data
6.5
124
Sales Team
Not enough data
7.7
89
Not enough data
7.3
88
Not enough data
8.0
108
Intelligence
Not enough data
7.6
99
Not enough data
7.4
89
Not enough data
7.2
86
Mapping
Not enough data
6.9
84
Not enough data
8.2
99
Agentic AI - Customer Revenue Optimization
Not enough data
7.0
28
Not enough data
7.3
28
Not enough data
7.0
28
Not enough data
7.3
28
Not enough data
6.7
27
Not enough data
7.2
29
Platform Basics
Not enough data
8.0
166
Not enough data
7.9
151
Not enough data
8.2
146
Not enough data
7.7
132
Not enough data
7.8
137
Agentic AI - Customer Journey Mapping
Not enough data
6.4
36
Content
Not enough data
7.2
122
Not enough data
6.8
102
Not enough data
5.7
97
Not enough data
6.2
93
Not enough data
7.1
108
Collaboration
Not enough data
6.5
103
Not enough data
6.3
100
Not enough data
8.0
124
Not enough data
8.0
139
Not enough data
7.3
104
Not enough data
4.7
85
Onboarding Setup
Not enough data
8.6
252
Not enough data
8.1
256
Not enough data
8.6
258
Project Tracking
Not enough data
8.2
235
Not enough data
7.7
201
Not enough data
8.0
211
Not enough data
8.4
254
Not enough data
7.9
208
Customer Engagement
Not enough data
7.8
229
Not enough data
8.0
224
Not enough data
7.4
213
Not enough data
8.3
229
Not enough data
8.1
233
Customization - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data and Analytics - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality
Not enough data
7.6
54
Not enough data
7.4
50
Not enough data
7.5
46
Not enough data
7.2
49
Not enough data
7.2
54
Management
Not enough data
8.1
61
Not enough data
8.3
61
Not enough data
7.2
48
Not enough data
8.2
63
Not enough data
8.1
49
Generative AI
Not enough data
6.4
31
Not enough data
6.6
31
Categories
Categories
Shared Categories
Dynamics 365 Customer Insights and Planhat are categorized as Customer Data Platform (CDP)
Unique Categories
Dynamics 365 Customer Insights has no unique categories
Planhat is categorized as Client Portal, Customer Journey Mapping, Customer Revenue Optimization, Product Analytics, Subscription Revenue Management, Customer Success, CRM, Data Quality, AI Agent Builders, and Client Onboarding
Reviews
Reviewers' Company Size
Dynamics 365 Customer Insights
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Planhat
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Accounting
12.5%
Staffing and Recruiting
6.3%
Sports
6.3%
Retail
6.3%
Management Consulting
6.3%
Other
62.5%
Computer Software
37.7%
Information Technology and Services
18.3%
Marketing and Advertising
7.9%
Education Management
2.5%
E-Learning
2.2%
Other
31.3%
Alternatives
Discussions
Dynamics 365 Customer Insights has no discussions with answers
How long did it take to implement?
2 Comments
PB
6 weeks or so, but most of my time was spent organising our data rather than customising PH itself so it depends on what sort of state your data is in.Read more
What's the best way to manage crossell opportunities on planhat?
1 Comment
Official Response from Planhat
Hi Pedro,
Thanks for your question!
There are several ways to manage cross-sale opportunities in Planhat. Firstly, intelligent triggers and alerts can...Read more
How can I, launch two simultaneos NPScampaings
1 Comment
Official Response from Planhat
Hi Matheus, your CSM will be in touch shortly and help you to set it up :)
Read more
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