# Dynamics 365 Sales vs Efficy CRM Comparison

---
## Frequently Asked Questions

### What is the difference between Microsoft Dynamics 365 Sales vs Efficy CRM?

Efficy CRM stands out for higher reviewer satisfaction across all key dimensions compared to Microsoft Dynamics 365 Sales.

| [Microsoft Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) | [Efficy CRM](https://www.g2.com/products/efficy-crm/reviews) |
| --- | --- |
| 3.8/5 (1,623 reviews) | 4.5/5 (102 reviews) |
| Mid-Market | Mid-Market |
| 7.2 | 8.7 |
| 7.5 | 8.9 |
| Integration with Microsoft ecosystem | Ease of use and customization |



### How do the pricing models of Microsoft Dynamics 365 Sales and Efficy CRM compare?

Efficy CRM is rated as the stronger value by reviewers, with a higher satisfaction score on price and cost-related dimensions.

- **Microsoft Dynamics 365 Sales:** Reviewers note that the platform can be expensive, especially when adding advanced features, and mention licensing complexity as a trade-off.
- **Efficy CRM:** Many reviewers highlight fair pricing and value, though some mention it can be expensive for small businesses, but overall satisfaction with cost is higher than with Microsoft Dynamics 365 Sales.



### What are the best alternatives to Microsoft Dynamics 365 Sales and Efficy CRM?

The top three alternatives to Microsoft Dynamics 365 Sales and Efficy CRM are Agentforce Sales, ActiveCampaign, and HubSpot Sales Hub.

| Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength |
| --- | --- | --- | --- | --- |
| [Microsoft Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) | 3.8/5 (1,623 reviews) | Mid-Market | Reviewers cite licensing complexity and higher cost for advanced features | Integration with Microsoft ecosystem |
| [Efficy CRM](https://www.g2.com/products/efficy-crm/reviews) | 4.5/5 (102 reviews) | Mid-Market | Generally seen as fair value, though some mention higher cost for small businesses | Ease of use and customization |
| [Agentforce Sales](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | 4.4/5 (25,876 reviews) | Mid-Market | — | Comprehensive feature set and scalability |
| [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) | 4.4/5 (14,780 reviews) | Small-Business | — | Automation and marketing integration |
| [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5 (13,910 reviews) | Small-Business | — | User-friendly interface and ease of adoption |



### Which CRM features should I prioritize when comparing Microsoft Dynamics 365 Sales and Efficy CRM?

Buyers should prioritize Ease of Use, Customization, Integration Capabilities, Quality of Support, and Pricing Satisfaction when comparing Microsoft Dynamics 365 Sales and Efficy CRM.

- **Ease of Use:** Microsoft Dynamics 365 Sales scores 7.5; Efficy CRM scores 8.8.
- **Customization:** Microsoft Dynamics 365 Sales has 9 all-time mentions; Efficy CRM has 11 all-time mentions for easy customization.
- **Integration Capabilities:** Microsoft Dynamics 365 Sales has 11 all-time mentions; Efficy CRM reviewers note integration but with fewer third-party options.
- **Quality of Support:** Microsoft Dynamics 365 Sales scores 7.5; Efficy CRM scores 8.9.
- **Pricing Satisfaction:** Efficy CRM is rated higher for value, with more positive recent sentiment on cost.



### What are the pros and cons of Microsoft Dynamics 365 Sales vs Efficy CRM?

Efficy CRM’s headline strength is ease of use and customization, while Microsoft Dynamics 365 Sales is strongest for integration with the Microsoft ecosystem.

- **Microsoft Dynamics 365 Sales strengths:** Integration with Microsoft 365 and Teams (11 all-time mentions), automation (8), lead management (11), and customizable dashboards (9).
- **Microsoft Dynamics 365 Sales trade-offs:** Learning curve (13), complexity (8), not intuitive (7), and higher cost for advanced features (6).
- **Efficy CRM strengths:** Ease of use (23), easy customization (11), customer support (10), and feature richness (9).
- **Efficy CRM trade-offs:** Learning curve (10), higher cost for small businesses (9), occasional bugs (7), and requests for more integrations and UI improvements (6).



### Is Microsoft Dynamics 365 Sales or Efficy CRM better for small businesses?

Efficy CRM is the better fit for small businesses, with stronger reviewer sentiment and suitability for smaller organizations.

- **Microsoft Dynamics 365 Sales:** Largest segment is Mid-Market; reviewers note complexity and higher cost as barriers for small businesses.
- **Efficy CRM:** Largest segment is Mid-Market; reviewers consistently highlight ease of use, quick setup, and suitability for small businesses, though some mention cost as a consideration.



### Which CRM platform has better integrations?

Microsoft Dynamics 365 Sales is favored for integrations, especially within the Microsoft ecosystem.

- **Microsoft Dynamics 365 Sales:** Integrates with Microsoft Teams (3 all-time mentions), Microsoft Power BI (1 all-time mention), and Outlook, with 11 all-time mentions for integrations overall.
- **Efficy CRM:** Reviewers mention integration with Google and Microsoft, but note fewer third-party integrations compared to other market players.



### How do Microsoft Dynamics 365 Sales and Efficy CRM compare on customer support?

Efficy CRM outperforms Microsoft Dynamics 365 Sales on Quality of Support by a material margin, with scores of 8.9 vs 7.5.

- **Microsoft Dynamics 365 Sales:** Reviewers describe support as generally helpful but note variability and slower response times in some cases.
- **Efficy CRM:** Reviewers consistently praise prompt, helpful, and effective customer support, with 10 all-time mentions for customer support and frequent references to timely resolutions.



### Which is easier to implement, Microsoft Dynamics 365 Sales or Efficy CRM?

Efficy CRM is easier to implement, with a significantly higher Ease of Setup score (8.7 vs 7.2 for Microsoft Dynamics 365 Sales).

- **Microsoft Dynamics 365 Sales:** Reviewers frequently mention a steep learning curve, complex setup, and the need for technical expertise or external consultants for advanced customizations.
- **Efficy CRM:** Reviewers highlight quick and straightforward implementation, easy onboarding, and user-friendly setup, with many citing rapid deployment and minimal technical barriers.



### Which product has better Customization?

Efficy CRM is rated higher for Customization, with more positive reviewer sentiment and higher all-time mention counts.

- **Microsoft Dynamics 365 Sales:** Customization is cited in 9 all-time mentions, with reviewers noting powerful options but also complexity and the need for technical skills.
- **Efficy CRM:** Customization is cited in 11 all-time mentions, with reviewers praising easy customization, flexibility, and adaptability to business needs.



| | Dynamics 365 Sales | Efficy CRM | 
|---|---|---|
| **Star Rating** | 3.8 out of 5 | 4.5 out of 5 | 
| **Total Reviews** | 1,623 | 87 | 
| **Largest Market Segment** | Mid-Market (39.5% of reviews) | Small-Business (45.3% of reviews) | 
| **Entry Level Price** | $210/month per user | Starting at €49.00 1 User Per Month | 

---
## Top Pros & Cons

### Dynamics 365 Sales

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

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

### Efficy CRM

Pros:
- Ease of Use (21 reviews)
- Easy Customization (11 reviews)

Cons:
- Learning Curve (10 reviews)
- Expensive (9 reviews)

---
## Ratings Comparison
| Rating | Dynamics 365 Sales | Efficy CRM | 
|---|---|---|
  | **Meets Requirements** | 8.1 (1295 reviews) | 8.9 (79 reviews) | 
  | **Ease of Use** | 7.5 (1301 reviews) | 8.8 (79 reviews) | 
  | **Ease of Setup** | 7.2 (421 reviews) | 8.7 (33 reviews) | 
  | **Ease of Admin** | 7.6 (386 reviews) | 9.2 (32 reviews) | 
  | **Quality of Support** | 7.5 (1136 reviews) | 8.9 (76 reviews) | 
  | **Has the product been a good partner in doing business?** | 7.8 (381 reviews) | 9.3 (32 reviews) | 
  | **Product Direction (% positive)** | 6.3 (1269 reviews) | 9.2 (76 reviews) | 

---
## Pricing

### 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

### Efficy CRM

#### Entry-Level Pricing

Plan: SMB

Price: Starting at €49.00 1 User Per Month

Description: Are you looking for a highly configurable and easy-to-implement CRM software to have a single customer repository and benefit from operational features focused on sales, service and marketing?

Includes all the features of the Starter plan and more:

Key Features:
- From 5 users
- Full management of sales opportunities 
- Tasks management

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

#### Free Trial

No

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | 7.9/10 | 1205 |
| **Efficy CRM** | 8.7/10 | 67 |

#### Sales Force Automation

| Feature | Dynamics 365 Sales | Efficy CRM | 
|---|---|---|
| **Contact & Account Management** | 8.1 (967 reviews) ✓ Verified | 8.8 (61 reviews) ✓ Verified | 
| **Partner Relationship Mgmt. (PRM)** | 7.9 (679 reviews) ✓ Verified | 8.7 (57 reviews) | 
| **Opportunity & Pipeline Mgmt.** | 7.9 (909 reviews) ✓ Verified | 8.8 (60 reviews) ✓ Verified | 
| **Task / Activity Management** | 7.8 (973 reviews) ✓ Verified | 8.6 (60 reviews) ✓ Verified | 
| **Territory & Quota Management** | 7.6 (736 reviews) ✓ Verified | 8.4 (55 reviews) ✓ Verified | 
| **Desktop Integration** | 7.9 (871 reviews) ✓ Verified | 8.8 (59 reviews) ✓ Verified | 
| **Product & Price List Management** | 7.6 (730 reviews) ✓ Verified | 8.4 (53 reviews) ✓ Verified | 
| **Quote & Order Management** | 7.8 (723 reviews) ✓ Verified | 8.9 (54 reviews) ✓ Verified | 
| **Customer Contract Management** | 8.0 (768 reviews) ✓ Verified | 8.8 (55 reviews) ✓ Verified | 
| **Contract/License Management** | Not enough data | Not enough data | 

#### Marketing Automation

| Feature | Dynamics 365 Sales | Efficy CRM | 
|---|---|---|
| **Email Marketing** | 7.6 (754 reviews) ✓ Verified | 8.7 (56 reviews) ✓ Verified | 
| **Campaign Management** | 7.5 (732 reviews) ✓ Verified | 8.8 (56 reviews) ✓ Verified | 
| **Lead Management** | 7.9 (824 reviews) ✓ Verified | 9.0 (55 reviews) ✓ Verified | 
| **Marketing ROI Analytics** | 7.6 (642 reviews) ✓ Verified | 8.6 (53 reviews) ✓ Verified | 
| **Email Management** | Not enough data | Not enough data | 
| **File Management** | Not enough data | Not enough data | 
| **Deal Management** | Not enough data | Not enough data | 

#### Customer Support

| Feature | Dynamics 365 Sales | Efficy CRM | 
|---|---|---|
| **Case Management** | 8.0 (708 reviews) ✓ Verified | 8.8 (56 reviews) ✓ Verified | 
| **Customer Support Portal** | 7.8 (672 reviews) ✓ Verified | 8.6 (56 reviews) ✓ Verified | 
| **Knowledge Base** | 7.9 (694 reviews) ✓ Verified | 8.7 (57 reviews) | 
| **Call Center Features** | 7.7 (603 reviews) ✓ Verified | 8.5 (54 reviews) | 
| **Support Analytics** | 7.9 (630 reviews) ✓ Verified | 8.5 (54 reviews) ✓ Verified | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Opportunity Management** | Not enough data | Not enough data | 
| **Sales Pipeline Management** | Not enough data | Not enough data | 
| **Reporting/Analytics** | Not enough data | Not enough data | 
| **Calendar Management** | Not enough data | Not enough data | 
| **Pipeline Management** | Not enough data | Not enough data | 
| **Content Management** | Not enough data | Not enough data | 
| **Communication Management** | Not enough data | Not enough data | 
| **Visual Analytics** | Not enough data | Not enough data | 
| **Template Management** | Not enough data | Not enough data | 
| **Predictive Analytics** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **Channel Management** | Not enough data | Not enough data | 
| **Commission Management** | Not enough data | Not enough data | 
| **Field Sales Management** | Not enough data | Not enough data | 

#### Reporting & Analytics

| Feature | Dynamics 365 Sales | Efficy CRM | 
|---|---|---|
| **Reporting** | 7.9 (897 reviews) ✓ Verified | 8.8 (57 reviews) ✓ Verified | 
| **Dashboards** | 7.9 (946 reviews) ✓ Verified | 8.6 (55 reviews) ✓ Verified | 
| **Forecasting** | 7.7 (784 reviews) ✓ Verified | 8.5 (51 reviews) ✓ Verified | 

#### Mobile & Social

| Feature | Dynamics 365 Sales | Efficy CRM | 
|---|---|---|
| **Social Collaboration Features** | 7.5 (556 reviews) ✓ Verified | 8.5 (49 reviews) | 
| **Social Network Integration** | 7.6 (550 reviews) ✓ Verified | 8.6 (50 reviews) | 
| **Mobile User Support** | 7.4 (621 reviews) ✓ Verified | 8.5 (57 reviews) ✓ Verified | 
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **Social Media Integration** | Not enough data | Not enough data | 
| **Customer Support** | Not enough data | Not enough data | 
| **Multi-Channel Social Integration** | Not enough data | Not enough data | 

#### Platform

| Feature | Dynamics 365 Sales | Efficy CRM | 
|---|---|---|
| **Customization** | 8.1 (294 reviews) ✓ Verified | 8.8 (42 reviews) ✓ Verified | 
| **Workflow Capability** | 8.1 (310 reviews) ✓ Verified | 8.9 (42 reviews) ✓ Verified | 
| **User, Role, and Access Management** | 8.2 (303 reviews) ✓ Verified | 8.9 (44 reviews) ✓ Verified | 
| **Internationalization** | 7.9 (228 reviews) ✓ Verified | 8.8 (39 reviews) ✓ Verified | 
| **Sandbox / Test Environments** | 7.9 (250 reviews) ✓ Verified | 8.6 (41 reviews) ✓ Verified | 
| **Document & Content Mgmt.** | 7.9 (278 reviews) ✓ Verified | 9.0 (40 reviews) ✓ Verified | 
| **Performance and Reliability** | 7.7 (293 reviews) ✓ Verified | 9.0 (43 reviews) ✓ Verified | 
| **Output Document Generation** | 7.8 (255 reviews) ✓ Verified | 8.8 (42 reviews) ✓ Verified | 
| **Mobile Access** | Not enough data | Not enough data | 
| **Lead Generation** | Not enough data | Not enough data | 

#### Integration

| Feature | Dynamics 365 Sales | Efficy CRM | 
|---|---|---|
| **Data Import & Export Tools** | 7.9 (298 reviews) ✓ Verified | 8.8 (44 reviews) ✓ Verified | 
| **Integration APIs** | 7.8 (235 reviews) ✓ Verified | 8.6 (43 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | 7.6 (240 reviews) ✓ Verified | 8.3 (39 reviews) ✓ Verified | 
| **Third-Party Integration** | Not enough data | Not enough data | 
| **Internal Chat Integration** | Not enough data | Not enough data | 
| **Collaboration Tools** | Not enough data | Not enough data | 
| **Prospecting Tools** | Not enough data | Not enough data | 
| **Real-Time Data** | Not enough data | Not enough data | 

#### Generative AI

| Feature | Dynamics 365 Sales | Efficy CRM | 
|---|---|---|
| **AI Text Generation** | 7.9 (18 reviews) | 8.8 (35 reviews) | 
| **Generative AI** | Not enough data | Not enough data | 
| **Proposal Generation** | Not enough data | Not enough data | 

#### Agentic AI - CRM

| Feature | Dynamics 365 Sales | Efficy CRM | 
|---|---|---|
| **Autonomous Task Execution** | 8.3 (5 reviews) | Not enough data | 
| **Multi-step Planning** | 7.7 (5 reviews) | Not enough data | 
| **Cross-system Integration** | 8.3 (9 reviews) | Not enough data | 
| **Adaptive Learning** | 9.0 (5 reviews) | Not enough data | 
| **Natural Language Interaction** | 8.3 (5 reviews) | Not enough data | 
| **Proactive Assistance** | 9.0 (5 reviews) | Not enough data | 
| **Decision Making** | 9.0 (5 reviews) | Not enough data | 
| **Calendar/Reminder System** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Dynamics 365 Sales | Efficy CRM | 
|---|---|---|
| **Search/Filter** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **Lead Capture** | Not enough data | Not enough data | 
| **Batch Processing** | Not enough data | Not enough data | 
| **Email Tracking** | Not enough data | Not enough data | 
| **Tagging** | Not enough data | Not enough data | 
| **Pipeline Reports** | Not enough data | Not enough data | 
| **Drag & Drop** | Not enough data | Not enough data | 
| **Segmentation** | Not enough data | Not enough data | 
| **Customizable Fields** | Not enough data | Not enough data | 
| **Role-Based Permissions** | Not enough data | Not enough data | 
| **Interaction Tracking** | Not enough data | Not enough data | 
| **CRM** | Not enough data | Not enough data | 
| **Document Storage** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Contact Database** | Not enough data | Not enough data | 
| **Referral Tracking** | Not enough data | Not enough data | 
| **Quotes/Estimates** | Not enough data | Not enough data | 
| **Multi-Channel Communication** | Not enough data | Not enough data | 
| **Lead Qualification** | Not enough data | Not enough data | 
| **Marketing Automation** | Not enough data | Not enough data | 
| **Email Templates** | Not enough data | Not enough data | 
| **Sales Reports** | Not enough data | Not enough data | 
| **Customer Journey Mapping** | Not enough data | Not enough data | 
| **Reminders** | Not enough data | Not enough data | 
| **Lead Scoring** | Not enough data | Not enough data | 
| **Data Security** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **Calendar Sync** | Not enough data | Not enough data | 
| **For Startups** | Not enough data | Not enough data | 
| **Performance Metrics** | Not enough data | Not enough data | 
| **Sales Trend Analysis** | Not enough data | Not enough data | 
| **For iPad Devices** | Not enough data | Not enough data | 
| **Customizable Templates** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **For Mac Devices** | Not enough data | Not enough data | 
| **Landing Pages/Web Forms** | Not enough data | Not enough data | 
| **Lead Nurturing** | Not enough data | Not enough data | 
| **Gamification** | Not enough data | Not enough data | 
| **Prioritization** | Not enough data | Not enough data | 
| **Web-based Deployment** | Not enough data | Not enough data | 
| **Softphone** | Not enough data | Not enough data | 
| **Single Sign On** | Not enough data | Not enough data | 
| **Customer Database** | Not enough data | Not enough data | 
| **Event Triggered Actions** | Not enough data | Not enough data | 
| **Mobile App** | Not enough data | Not enough data | 
| **Email Sequences** | Not enough data | Not enough data | 
| **Customer Segmentation** | Not enough data | Not enough data | 
| **Lead Assignment** | Not enough data | Not enough data | 
| **For Small Businesses** | Not enough data | Not enough data | 
| **Live Chat** | Not enough data | Not enough data | 
| **Business Card/Badge Scanning** | Not enough data | Not enough data | 
| **Data Visualization** | Not enough data | Not enough data | 
| **Customer Social Profiles** | Not enough data | Not enough data | 
| **Social Promotion** | Not enough data | Not enough data | 
| **Monitoring** | Not enough data | Not enough data | 
| **Engagement Tracking** | Not enough data | Not enough data | 
| **Social Media Monitoring** | Not enough data | Not enough data | 
| **Customer Engagement** | Not enough data | Not enough data | 
| **Sentiment Analysis** | Not enough data | Not enough data | 
| **Brand Tracking** | Not enough data | Not enough data | 
| **Audience Targeting** | Not enough data | Not enough data | 
| **Workflow Automation** | Not enough data | Not enough data | 

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | 8.6/10 | 23 |
| **Efficy CRM** | N/A | N/A |

#### Agentic AI - Sales Analytics

| Feature | Dynamics 365 Sales | Efficy CRM | 
|---|---|---|
| **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 | 
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **CRM Integration** | Not enough data | Not enough data | 

#### Data Sourcing

| Feature | Dynamics 365 Sales | Efficy CRM | 
|---|---|---|
| **Data Sourcing** | 8.7 (22 reviews) | Not enough data | 
| **Exporting & Sharing Data** | 8.4 (22 reviews) | Not enough data | 
| **Multi-Device Data Visualization** | 8.3 (21 reviews) | Not enough data | 
| **Interactive Dashboards** | 8.2 (22 reviews) | Not enough data | 
| **Data Segmentation** | 8.7 (21 reviews) | Not enough data | 

#### Predictive Analytics

| Feature | Dynamics 365 Sales | Efficy CRM | 
|---|---|---|
| **Lead Scoring** | 8.7 (21 reviews) | Not enough data | 
| **Opportunity Scoring** | 8.7 (20 reviews) | Not enough data | 
| **Risk Analysis** | 8.4 (20 reviews) | Not enough data | 
| **Live Forecasting** | 8.4 (20 reviews) | Not enough data | 
| **Budgeting/Forecasting** | Not enough data | Not enough data | 
| **Correlation Analysis** | Not enough data | Not enough data | 
| **Competitive Analysis** | Not enough data | Not enough data | 
| **Sales Trend Analysis** | Not enough data | Not enough data | 
| **Statistical Analysis** | Not enough data | Not enough data | 

#### Sales Management

| Feature | Dynamics 365 Sales | Efficy CRM | 
|---|---|---|
| **Live Pipeline Management** | 8.8 (21 reviews) | Not enough data | 
| **Sales Gamification** | 8.8 (20 reviews) | Not enough data | 
| **Account-Based Analytics** | 8.4 (21 reviews) | Not enough data | 
| **Activity Tracking** | 8.7 (21 reviews) | Not enough data | 
| **Predictive Analytics** | Not enough data | Not enough data | 
| **Visual Analytics** | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | 
| **Contact Management** | Not enough data | Not enough data | 
| **Lead Management** | Not enough data | Not enough data | 
| **Opportunity Management** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Dynamics 365 Sales | Efficy CRM | 
|---|---|---|
| **Dynamic Modeling** | Not enough data | Not enough data | 
| **Lead Qualification** | Not enough data | Not enough data | 
| **Lead Capture** | Not enough data | Not enough data | 
| **Real-Time Reporting** | Not enough data | Not enough data | 
| **Contact Database** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **Role-Based Permissions** | Not enough data | Not enough data | 
| **Collaboration Tools** | Not enough data | Not enough data | 
| **Dashboard Creation** | Not enough data | Not enough data | 
| **Modeling & Simulation** | Not enough data | Not enough data | 
| **Exception Reporting** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Sales Reports** | Not enough data | Not enough data | 
| **Performance Metrics** | Not enough data | Not enough data | 
| **"What If" Scenarios** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Graphical Data Presentation** | Not enough data | Not enough data | 
| **Drag & Drop** | Not enough data | Not enough data | 
| **Access Controls/Permissions** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Business Process Control** | Not enough data | Not enough data | 
| **Multi-Currency** | Not enough data | Not enough data | 
| **Pipeline Reports** | Not enough data | Not enough data | 

### Sales Coaching

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

#### Agentic AI - Sales Coaching

| Feature | Dynamics 365 Sales | Efficy CRM | 
|---|---|---|
| **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 | 
| **AI/Machine Learning** | Not enough data | Not enough data | 
| **Third-Party Integrations** | Not enough data | Not enough data | 

#### Training

| Feature | Dynamics 365 Sales | Efficy CRM | 
|---|---|---|
| **Knowledge Base** | 8.9 (6 reviews) | Not enough data | 
| **Coaching Materials** | 8.6 (6 reviews) | Not enough data | 
| **Playbook Creation** | 7.5 (6 reviews) | Not enough data | 
| **Video Record** | 8.6 (6 reviews) | Not enough data | 

#### Feedback

| Feature | Dynamics 365 Sales | Efficy CRM | 
|---|---|---|
| **Review** | 8.9 (6 reviews) | Not enough data | 
| **Scorecard** | 8.9 (6 reviews) | Not enough data | 
| **Coaching Card** | 8.6 (6 reviews) | Not enough data | 
| **Leaderboard** | 9.2 (6 reviews) | Not enough data | 
| **Real-Time Updates** | 8.6 (6 reviews) | Not enough data | 
| **Notifications** | 8.6 (6 reviews) | Not enough data | 
| **Competition** | 8.6 (6 reviews) | Not enough data | 

#### Generative AI

| Feature | Dynamics 365 Sales | Efficy CRM | 
|---|---|---|
| **AI Text Summarization** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Dynamics 365 Sales | Efficy CRM | 
|---|---|---|
| **Performance Metrics** | Not enough data | Not enough data | 
| **Feedback Management** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **Mobile Access** | Not enough data | Not enough data | 
| **Collaboration Tools** | Not enough data | Not enough data | 
| **Gamification** | Not enough data | Not enough data | 
| **Automatic Transcription** | Not enough data | Not enough data | 
| **Call Recording** | Not enough data | Not enough data | 
| **Sales Reports** | Not enough data | Not enough data | 
| **Real-Time Analytics** | Not enough data | Not enough data | 
| **Commenting/Notes** | Not enough data | Not enough data | 
| **Built-in Course Authoring** | Not enough data | Not enough data | 
| **Learning Paths/Tracks** | Not enough data | Not enough data | 
| **Assessment Management** | Not enough data | Not enough data | 
| **Video Conferencing** | Not enough data | Not enough data | 
| **Conversation Intelligence** | Not enough data | Not enough data | 
| **Call Monitoring** | Not enough data | Not enough data | 
| **Goal Setting/Tracking** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Learning Management** | Not enough data | Not enough data | 
| **Content Management** | Not enough data | Not enough data | 
| **Training Management** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **Content Library** | Not enough data | Not enough data | 
| **Recommendations** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **Call Tracking** | Not enough data | Not enough data | 
| **Performance Management** | Not enough data | Not enough data | 
| **Onboarding** | Not enough data | Not enough data | 
| **Search/Filter** | Not enough data | Not enough data | 

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

**Unique to Dynamics 365 Sales (2):** [Sales Analytics Software](https://www.g2.com/categories/sales-analytics), [Sales Coaching Software](https://www.g2.com/categories/sales-coaching)



---
## Reviewer Demographics

### By Company Size

| Segment | Dynamics 365 Sales | Efficy CRM | 
|---|---|---|
| **Small-Business** | 31.1% | 45.3% | 
| **Mid-Market** | 39.5% | 44.2% | 
| **Enterprise** | 29.4% | 10.5% | 

### By Industry

#### Dynamics 365 Sales

- **Information Technology and Services:** 12.7%
- **Computer Software:** 8.3%
- **Marketing and Advertising:** 3.9%
- **Retail:** 3.9%
- **Financial Services:** 3.9%
- **Accounting:** 2.8%
- **Non-Profit Organization Management:** 2.3%
- **Education Management:** 2.3%
- **Real Estate:** 2.3%
- **Insurance:** 2.3%
- **Other:** 55.3%

#### Efficy CRM

- **Information Technology and Services:** 16.3%
- **Accounting:** 9.3%
- **Marketing and Advertising:** 7.0%
- **Computer Software:** 4.7%
- **Construction:** 4.7%
- **Consulting:** 3.5%
- **Chemicals:** 3.5%
- **Information Services:** 3.5%
- **Oil & Energy:** 3.5%
- **Business Supplies and Equipment:** 2.3%
- **Other:** 41.9%

---
## Alternatives

### 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 (27520 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14797 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (14286 reviews)
- [Outreach](https://www.g2.com/products/outreach/reviews) — 4.3/5 stars (3600 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3743 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2950 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1456 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1236 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1158 reviews)
- [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) — 4.2/5 stars (999 reviews)

### Alternatives to Efficy CRM

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (27520 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (14286 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2950 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3743 reviews)
- [Sugar Sell](https://www.g2.com/products/sugar-sell/reviews) — 3.8/5 stars (776 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1236 reviews)
- [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) — 4.2/5 stars (999 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14797 reviews)
- [Brevo Marketing Platform](https://www.g2.com/products/brevo-marketing-platform/reviews) — 4.5/5 stars (2703 reviews)
- [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) — 4.3/5 stars (415 reviews)

---
## Top Discussions

### 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."

### Efficy CRM

No discussions available for this product.

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/dynamics-365-sales-vs-efficy-crm)