# Dynamics 365 Customer Insights vs Totango Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Totango excels in user-friendliness, with many users appreciating its intuitive dashboards that simplify tracking customer health and engagement. One user highlighted how easy it is to manage renewals and customer success activities without juggling multiple tools.
- **Users say** that Dynamics 365 Customer Insights is a reliable choice for larger organizations, with its ability to integrate multiple systems and provide comprehensive business insights. Reviewers noted that it enables the creation of a customer 360 view, which is essential for understanding customer interactions.
- **According to verified reviews** , Totango's seamless integration with Salesforce is a standout feature, allowing updates made in Salesforce to automatically reflect in Totango. This convenience is a significant advantage for teams that rely heavily on Salesforce for their operations.
- **Reviewers mention** that while Dynamics 365 Customer Insights is user-friendly, it may not be as straightforward for smaller teams or those new to Microsoft products. Some users expressed that the complete setup can be overwhelming without prior experience with Microsoft’s ecosystem.
- **G2 reviewers highlight** that Totango's overall satisfaction ratings are notably higher, reflecting a strong user base that appreciates its focus on customer success. Users frequently commend its ability to provide clear visibility into accounts and tasks, making customer management simpler.
- **Users report** that while both products serve the mid-market well, Totango has a broader range of positive feedback regarding its ease of use and support quality. Reviewers have praised Totango for its responsive support team, which enhances the overall user experience.



| | Dynamics 365 Customer Insights | Totango | 
|---|---|---|
| **Star Rating** | 4.0 out of 5 | 4.3 out of 5 | 
| **Total Reviews** | 19 | 1,150 | 
| **Largest Market Segment** | Mid-Market (75.0% of reviews) | Mid-Market (57.0% of reviews) | 
| **Entry Level Price** | No pricing available | Contact Us Per Year | 

---
## Top Pros & Cons

### Dynamics 365 Customer Insights

**Not enough data**

### Totango

Pros:
- Ease of Use (202 reviews)
- Customer Support (98 reviews)

Cons:
- Learning Curve (83 reviews)
- Integration Issues (65 reviews)

---
## Ratings Comparison
| Rating | Dynamics 365 Customer Insights | Totango | 
|---|---|---|
  | **Meets Requirements** | 8.2 (11 reviews) | 8.3 (970 reviews) | 
  | **Ease of Use** | 7.2 (10 reviews) | 8.2 (984 reviews) | 
  | **Ease of Setup** | Not enough data | 7.4 (494 reviews) | 
  | **Ease of Admin** | Not enough data | 7.8 (362 reviews) | 
  | **Quality of Support** | 8.1 (8 reviews) | 8.4 (816 reviews) | 
  | **Has the product been a good partner in doing business?** | Not enough data | 8.6 (361 reviews) | 
  | **Product Direction (% positive)** | 6.8 (11 reviews) | 8.7 (946 reviews) | 

---
## Pricing

### Dynamics 365 Customer Insights

#### Entry-Level Pricing

No pricing available

#### Free Trial

Yes

### Totango

#### Entry-Level Pricing

Plan: Enterprise

Price: Contact Us Per Year

Description: Efficiently scale customer success with solutions backed by enterprise-grade privacy, security, and customization.

Key Features:
-  10 users (Practitioner seats)
- 2,000 customer accounts
-  5 teams

[Browse all 2 editions](https://www.g2.com/products/totango/pricing)

#### Free Trial

No

---
## Features Comparison By Category

### Customer Success

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Customer Insights** | N/A | N/A |
| **Totango** | 7.9/10 | 822 |

#### Customer Information

| Feature | Dynamics 365 Customer Insights | Totango | 
|---|---|---|
| **Customer Health Scores** | Not enough data | 8.2 (775 reviews) ✓ Verified | 
| **Customer Monitoring** | Not enough data | 8.4 (753 reviews) ✓ Verified | 
| **Customer Profiles** | Not enough data | 8.4 (748 reviews) ✓ Verified | 
| **Playbooks** | Not enough data | 7.7 (639 reviews) ✓ Verified | 
| **Customer Segments** | Not enough data | 8.5 (759 reviews) ✓ Verified | 
| **Product Engagement** | Not enough data | 8.0 (697 reviews) ✓ Verified | 
| **Surveys** | Not enough data | 7.3 (569 reviews) ✓ Verified | 

#### Predictions

| Feature | Dynamics 365 Customer Insights | Totango | 
|---|---|---|
| **Churn Risk** | Not enough data | 7.8 (667 reviews) ✓ Verified | 
| **Upsell Opportunities** | Not enough data | 7.1 (634 reviews) ✓ Verified | 
| **Custom Triggers** | Not enough data | 7.9 (674 reviews) ✓ Verified | 
| **Machine Learning** | Not enough data | 6.6 (495 reviews) ✓ Verified | 

#### Platform

| Feature | Dynamics 365 Customer Insights | Totango | 
|---|---|---|
| **Reporting & Dashboards** | Not enough data | 8.0 (756 reviews) ✓ Verified | 
| **API & Integrations** | Not enough data | 7.7 (692 reviews) ✓ Verified | 
| **Data Import & Export Tools** | Not enough data | 7.9 (690 reviews) ✓ Verified | 
| **Workflow Capability** | Not enough data | 8.0 (701 reviews) ✓ Verified | 
| **Notifications** | Not enough data | 7.9 (726 reviews) ✓ Verified | 
| **Customization** | Not enough data | 7.9 (717 reviews) ✓ Verified | 
| **Scalability** | Not enough data | 8.3 (710 reviews) ✓ Verified | 
| **Data Security** | Not enough data | 8.5 (632 reviews) ✓ Verified | 
| **Performance & Reliability** | Not enough data | 8.2 (742 reviews) ✓ Verified | 
| **User, Role, and Access Management** | Not enough data | 8.3 (710 reviews) ✓ Verified | 

#### Generative AI

| Feature | Dynamics 365 Customer Insights | Totango | 
|---|---|---|
| **AI Text Generation** | Not enough data | Feature Not Available | 
| **AI Text Summarization** | Not enough data | Feature Not Available | 

#### Agentic AI - Customer Success

| Feature | Dynamics 365 Customer Insights | Totango | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.5 (53 reviews) | 
| **Multi-step Planning** | Not enough data | 7.8 (52 reviews) | 
| **Cross-system Integration** | Not enough data | 8.0 (51 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.7 (51 reviews) | 
| **Proactive Assistance** | Not enough data | 7.6 (52 reviews) | 

### Digital Adoption Platform

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Customer Insights** | N/A | N/A |
| **Totango** | 6.8/10 | 63 |

#### User Analysis

| Feature | Dynamics 365 Customer Insights | Totango | 
|---|---|---|
| **Survey Implementation** | Not enough data | 7.1 (50 reviews) | 
| **Data Analysis** | Not enough data | 7.0 (55 reviews) | 

#### User Support

| Feature | Dynamics 365 Customer Insights | Totango | 
|---|---|---|
| **User Segmentation** | Not enough data | 7.9 (55 reviews) | 
| **Multi-Language Support** | Not enough data | 6.9 (39 reviews) | 
| **Behavior-responsive Messaging** | Not enough data | Feature Not Available | 

#### Walkthrough Type

| Feature | Dynamics 365 Customer Insights | Totango | 
|---|---|---|
| **Audio-visual Walkthroughs** | Not enough data | Feature Not Available | 
| **Text Bubble Walkthroughs** | Not enough data | 6.6 (41 reviews) | 

#### Platform Basics - Digital Adoption Platform

| Feature | Dynamics 365 Customer Insights | Totango | 
|---|---|---|
| **Integration** | Not enough data | 7.1 (7 reviews) | 
| **Communications** | Not enough data | 6.4 (7 reviews) | 

#### Analytics - Digital Adoption Platform

| Feature | Dynamics 365 Customer Insights | Totango | 
|---|---|---|
| **Analytics** | Not enough data | 6.2 (7 reviews) | 

#### Functions - Digital Adoption Platform

| Feature | Dynamics 365 Customer Insights | Totango | 
|---|---|---|
| **Customer self-service** | Not enough data | 7.1 (7 reviews) | 
| **In-app guidance** | Not enough data | 5.8 (8 reviews) | 

#### Agentic AI - Digital Adoption Platform

| Feature | Dynamics 365 Customer Insights | Totango | 
|---|---|---|
| **Adaptive Learning** | Not enough data | Not enough data | 

### Customer Data Platform (CDP)

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Customer Insights** | N/A | N/A |
| **Totango** | 7.6/10 | 224 |

#### Data Sourcing

| Feature | Dynamics 365 Customer Insights | Totango | 
|---|---|---|
| **Data Enrichment** | Not enough data | 8.1 (178 reviews) ✓ Verified | 
| **Expandability** | Not enough data | 8.1 (178 reviews) ✓ Verified | 
| **Content Marketing** | Feature Not Available | 7.1 (110 reviews) | 
| **Multiple Devices** | Feature Not Available | 7.6 (113 reviews) | 

#### Intelligence

| Feature | Dynamics 365 Customer Insights | Totango | 
|---|---|---|
| **Marketing Metrics** | Not enough data | Feature Not Available | 
| **Predictive Modeling** | Not enough data | 7.2 (157 reviews) ✓ Verified | 
| **Recommendation Engine** | Not enough data | Feature Not Available | 

### Customer Revenue Optimization

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Customer Insights** | N/A | N/A |
| **Totango** | 7.7/10 | 92 |

#### Sales Team

| Feature | Dynamics 365 Customer Insights | Totango | 
|---|---|---|
| **Flexible Sales Process** | Not enough data | 7.4 (68 reviews) | 
| **Training Mode** | Not enough data | Feature Not Available | 
| **Playbooks** | Not enough data | 7.6 (74 reviews) | 

#### Intelligence

| Feature | Dynamics 365 Customer Insights | Totango | 
|---|---|---|
| **Opportunity Identification** | Not enough data | 7.3 (72 reviews) | 
| **Zero-touch Renewals** | Not enough data | 6.8 (66 reviews) | 
| **Smart Content** | Not enough data | 6.8 (62 reviews) | 

#### Mapping

| Feature | Dynamics 365 Customer Insights | Totango | 
|---|---|---|
| **Multiple Org Charts** | Not enough data | Feature Not Available | 
| **Stakeholder Roles** | Not enough data | Feature Not Available | 

#### Agentic AI - Customer Revenue Optimization

| Feature | Dynamics 365 Customer Insights | Totango | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 8.6 (7 reviews) | 
| **Cross-system Integration** | Not enough data | 8.6 (7 reviews) | 
| **Adaptive Learning** | Not enough data | 8.1 (7 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.9 (7 reviews) | 
| **Proactive Assistance** | Not enough data | 8.3 (7 reviews) | 
| **Decision Making** | Not enough data | 7.9 (8 reviews) | 

### Customer Journey Mapping

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Customer Insights** | N/A | N/A |
| **Totango** | 7.7/10 | 192 |

#### Platform Basics

| Feature | Dynamics 365 Customer Insights | Totango | 
|---|---|---|
| **Templates** | Not enough data | 8.0 (143 reviews) | 
| **Exporting** | Not enough data | 7.7 (146 reviews) | 
| **Multi-user Access and Collaboration** | Not enough data | 8.2 (139 reviews) | 
| **Multiple Personas** | Not enough data | Feature Not Available | 
| **Data Analytics ** | Not enough data | 7.6 (132 reviews) | 

#### Agentic AI - Customer Journey Mapping

| Feature | Dynamics 365 Customer Insights | Totango | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.1 (18 reviews) | 

### Customer Journey Analytics

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Customer Insights** | N/A | N/A |
| **Totango** | 8.1/10 | 270 |

#### Platform Basics

| Feature | Dynamics 365 Customer Insights | Totango | 
|---|---|---|
| **Dynamic Segmentation** | Not enough data | 8.4 (228 reviews) ✓ Verified | 
| **Journey Optimization** | Not enough data | 8.2 (227 reviews) ✓ Verified | 

#### Platform Data

| Feature | Dynamics 365 Customer Insights | Totango | 
|---|---|---|
| **Journey Reporting** | Not enough data | 8.0 (221 reviews) ✓ Verified | 
| **Trends Reporting** | Not enough data | 7.9 (222 reviews) ✓ Verified | 
| **Dashboards** | Not enough data | 8.3 (242 reviews) ✓ Verified | 
| **Advanced Data Filtering** | Not enough data | 8.2 (227 reviews) ✓ Verified | 

#### Platform Additional Functionality

| Feature | Dynamics 365 Customer Insights | Totango | 
|---|---|---|
| **Journey Mapping** | Not enough data | 8.2 (219 reviews) ✓ Verified | 
| **Integrations** | Not enough data | 7.9 (227 reviews) ✓ Verified | 
| **Automated Alerts** | Not enough data | 8.1 (199 reviews) | 

#### Agentic AI - Customer Journey Analytics

| Feature | Dynamics 365 Customer Insights | Totango | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.3 (15 reviews) | 
| **Cross-system Integration** | Not enough data | 8.4 (15 reviews) | 
| **Adaptive Learning** | Not enough data | 8.0 (15 reviews) | 
| **Proactive Assistance** | Not enough data | 7.8 (15 reviews) | 

### Experience Management

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Customer Insights** | N/A | N/A |
| **Totango** | 7.8/10 | 126 |

#### Analytics

| Feature | Dynamics 365 Customer Insights | Totango | 
|---|---|---|
| **Net Promoter Score (NPS)** | Not enough data | 8.1 (101 reviews) | 
| **Customer Satisfaction (CSAT) Score** | Not enough data | 8.2 (95 reviews) | 
| **Customer Effort Score (CES)** | Not enough data | Feature Not Available | 
| **Gamification** | Not enough data | Feature Not Available | 

#### Customization

| Feature | Dynamics 365 Customer Insights | Totango | 
|---|---|---|
| **Stakeholder Management** | Not enough data | 8.0 (90 reviews) | 
| **Multilanguage Support** | Not enough data | Feature Not Available | 
| **Multiple Branding Support** | Not enough data | 7.6 (76 reviews) | 
| **Vertical-specific Solutions** | Not enough data | Feature Not Available | 

#### Generative AI

| Feature | Dynamics 365 Customer Insights | Totango | 
|---|---|---|
| **AI Text Generation** | Not enough data | 6.4 (51 reviews) | 
| **AI Text Summarization** | Not enough data | 6.4 (52 reviews) | 

#### Agentic AI - Experience Management

| Feature | Dynamics 365 Customer Insights | Totango | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 8.1 (8 reviews) | 
| **Cross-system Integration** | Not enough data | 8.5 (8 reviews) | 
| **Natural Language Interaction** | Not enough data | 8.5 (8 reviews) | 
| **Proactive Assistance** | Not enough data | 8.5 (8 reviews) | 

### Client Onboarding

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Customer Insights** | N/A | N/A |
| **Totango** | 8.1/10 | 243 |

#### Onboarding Setup

| Feature | Dynamics 365 Customer Insights | Totango | 
|---|---|---|
| **Workflows** | Not enough data | 8.2 (221 reviews) | 
| **Templates** | Not enough data | 7.9 (212 reviews) | 
| **Checklists** | Not enough data | 8.0 (202 reviews) | 

#### Project Tracking

| Feature | Dynamics 365 Customer Insights | Totango | 
|---|---|---|
| **Monitoring** | Not enough data | 8.2 (199 reviews) | 
| **Resources** | Not enough data | Feature Not Available | 
| **Content** | Not enough data | 8.0 (195 reviews) | 
| **Tasks** | Not enough data | 8.4 (212 reviews) | 
| **Optimization** | Not enough data | 8.0 (193 reviews) | 

#### Customer Engagement

| Feature | Dynamics 365 Customer Insights | Totango | 
|---|---|---|
| **Portal** | Not enough data | 7.9 (188 reviews) | 
| **Engagement** | Not enough data | 8.0 (204 reviews) | 
| **Branding** | Not enough data | 7.7 (199 reviews) | 
| **Visibility** | Not enough data | 8.3 (198 reviews) | 
| **Collaboration** | Not enough data | Feature Not Available | 

### SAP Store

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Customer Insights** | N/A | N/A |
| **Totango** | N/A | N/A |

#### Agentic AI - SAP Store

| Feature | Dynamics 365 Customer Insights | Totango | 
|---|---|---|
| **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 (1):** [Customer Data Platforms (CDP)](https://www.g2.com/categories/customer-data-platform-cdp)


**Unique to Totango (8):** [Client Onboarding Software](https://www.g2.com/categories/client-onboarding), [Customer Revenue Optimization (CRO) Software](https://www.g2.com/categories/customer-revenue-optimization), [Customer Success Software](https://www.g2.com/categories/customer-success), [Experience Management Software](https://www.g2.com/categories/experience-management), [Customer Journey Mapping Tools](https://www.g2.com/categories/customer-journey-mapping), [Digital Adoption Platforms](https://www.g2.com/categories/digital-adoption-platform), [Customer Journey Analytics Software](https://www.g2.com/categories/customer-journey-analytics), [SAP Store Software](https://www.g2.com/categories/sap-store)


---
## Reviewer Demographics

### By Company Size

| Segment | Dynamics 365 Customer Insights | Totango | 
|---|---|---|
| **Small-Business** | 25.0% | 22.3% | 
| **Mid-Market** | 75.0% | 57.0% | 
| **Enterprise** | 0% | 20.7% | 

### By Industry

#### Dynamics 365 Customer Insights

- **Accounting:** 12.5%
- **Staffing and Recruiting:** 6.3%
- **Sports:** 6.3%
- **Retail:** 6.3%
- **Management Consulting:** 6.3%
- **Legal Services:** 6.3%
- **Internet:** 6.3%
- **Health, Wellness and Fitness:** 6.3%
- **Education Management:** 6.3%
- **Consumer Electronics:** 6.3%
- **Other:** 31.3%

#### Totango

- **Computer Software:** 36.2%
- **Information Technology and Services:** 19.0%
- **Telecommunications:** 4.3%
- **Internet:** 3.4%
- **Marketing and Advertising:** 3.4%
- **Computer & Network Security:** 3.1%
- **Financial Services:** 2.6%
- **Hospital & Health Care:** 1.6%
- **Education Management:** 1.5%
- **E-Learning:** 1.5%
- **Other:** 23.5%

---
## Alternatives

### Alternatives to Dynamics 365 Customer Insights

- [Twilio Segment](https://www.g2.com/products/twilio-segment/reviews) — 4.5/5 stars (565 reviews)
- [Salesforce Data 360 (formerly Data Cloud)](https://www.g2.com/products/salesforce-data-360-formerly-data-cloud/reviews) — 4.3/5 stars (250 reviews)
- [Tealium Customer Data Hub](https://www.g2.com/products/tealium-customer-data-hub/reviews) — 4.3/5 stars (474 reviews)
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- [Dotdigital](https://www.g2.com/products/dotdigital/reviews) — 4.4/5 stars (1202 reviews)
- [Treasure Data Customer Data Platform](https://www.g2.com/products/treasure-data-customer-data-platform/reviews) — 4.5/5 stars (164 reviews)
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- [Klaviyo](https://www.g2.com/products/klaviyo/reviews) — 4.6/5 stars (1351 reviews)
- [Planhat](https://www.g2.com/products/planhat/reviews) — 4.5/5 stars (926 reviews)

### Alternatives to Totango

- [Custify](https://www.g2.com/products/custify/reviews) — 4.7/5 stars (500 reviews)
- [ChurnZero](https://www.g2.com/products/churnzero/reviews) — 4.7/5 stars (1587 reviews)
- [Planhat](https://www.g2.com/products/planhat/reviews) — 4.5/5 stars (926 reviews)
- [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) — 4.5/5 stars (1710 reviews)
- [Vitally](https://www.g2.com/products/vitally/reviews) — 4.5/5 stars (696 reviews)
- [ClientSuccess](https://www.g2.com/products/clientsuccess/reviews) — 4.4/5 stars (423 reviews)
- [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) — 4.4/5 stars (2914 reviews)
- [Twilio Segment](https://www.g2.com/products/twilio-segment/reviews) — 4.5/5 stars (565 reviews)
- [Pendo](https://www.g2.com/products/pendo-io-pendo/reviews) — 4.4/5 stars (1779 reviews)
- [Insider One](https://www.g2.com/products/insider-one/reviews) — 4.8/5 stars (1357 reviews)

---
## Top Discussions

### Dynamics 365 Customer Insights

No discussions available for this product.

### Totango

- Title: [What would be the best way to load the pages faster?](https://www.g2.com/discussions/51442-what-would-be-the-best-way-to-load-the-pages-faster) — 2 comments
  > **Top comment:** "Only way I've seen is to restrict your filters on notifications (the first page for me at least)"
- Title: [What are best practices for CSM assignment process - both dynamic and static?](https://www.g2.com/discussions/16231-what-are-best-practices-for-csm-assignment-process-both-dynamic-and-static) — 2 comments, 1 upvote
  > **Top comment:** "Hi Tony, can we please move the conversation to forum.totango.com - we don't really track this discussion board that frequently"
- Title: [1. Embed a PDF fillable form? 2. Prepopulated email response be hyperlink to an automated email](https://www.g2.com/discussions/1-embed-a-pdf-fillable-form-2-prepopulated-email-response-be-hyperlink-to-an-automated-email) — 1 comment, 1 upvote
  > **Top comment:** "Julio, thank you for your questions and  patience. 
Totango support forms, however not in a PDF format. As for triggering responses, we can absolutely..."
- Title: [I would like for Totango to be able to send desktop notifications.](https://www.g2.com/discussions/totango-i-would-like-for-totango-to-be-able-to-send-desktop-notifications) — 1 comment, 1 upvote
  > **Top comment:** "Hi Jon,

That definitely a great idea. The best way to ask for new features is to submit them here. Our product team listens very carefully and many of the..."
- Title: [I would like for Totango to be able to send desktop notifications.](https://www.g2.com/discussions/i-would-like-for-totango-to-be-able-to-send-desktop-notifications) — 1 comment
  > **Top comment:** "Hi Jon, 

The best way to ask for new features is to submit them here. Our product team listens very carefully and many of the features are coming directly..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/dynamics-365-customer-insights-vs-totango)