# Dynamics 365 Sales vs Insightly CRM Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Dynamics 365 Sales excels in its integration with the Microsoft ecosystem, providing a robust toolkit that allows users to manage leads from multiple sources effectively. Users appreciate the ability to create opportunities and track their progress, which enhances their sales strategy.
- **Users say** that Insightly CRM stands out for its user-friendly interface, making it easy to navigate and manage customer details. Reviewers highlight features like bulk editing and reporting, which significantly streamline their workflow and save time when updating records.
- **According to verified reviews** , Dynamics 365 Sales has a higher overall G2 Score, indicating greater user satisfaction. However, some users mention challenges with setup and configuration, suggesting that the onboarding process could be more intuitive for new users.
- **Reviewers mention** that Insightly CRM's focus on small businesses is reflected in its pricing model, which is significantly lower than Dynamics 365 Sales. This affordability makes it an attractive option for startups and smaller teams looking for effective CRM solutions without a hefty investment.
- **G2 reviewers highlight** that while Dynamics 365 Sales offers powerful analytics and forecasting capabilities, some users find the complexity of these features overwhelming. In contrast, Insightly CRM provides straightforward project monitoring tools that help users keep track of tasks and client follow-ups with ease.
- **Users report** that both platforms have solid support features, but Insightly CRM receives slightly higher marks for its quality of support. Reviewers appreciate the responsive customer service and helpful resources available, which enhance their overall experience with the software.



| | Dynamics 365 Sales | Insightly CRM | 
|---|---|---|
| **Star Rating** | 3.8 out of 5 | 4.2 out of 5 | 
| **Total Reviews** | 1,620 | 944 | 
| **Largest Market Segment** | Mid-Market (39.5% of reviews) | Small-Business (73.2% of reviews) | 
| **Entry Level Price** | $210/month per user | $29/ user, per month (billed annually) | 

---
## Top Pros & Cons

### Dynamics 365 Sales

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

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

### Insightly CRM

Pros:
- Ease of Use (20 reviews)
- Easy Customization (8 reviews)

Cons:
- Learning Curve (7 reviews)
- Limited Customization (7 reviews)

---
## Ratings Comparison
| Rating | Dynamics 365 Sales | Insightly CRM | 
|---|---|---|
  | **Meets Requirements** | 8.1 (1293 reviews) | 8.3 (802 reviews) | 
  | **Ease of Use** | 7.4 (1299 reviews) | 8.4 (807 reviews) | 
  | **Ease of Setup** | 7.2 (419 reviews) | 8.3 (363 reviews) | 
  | **Ease of Admin** | 7.6 (385 reviews) | 8.5 (337 reviews) | 
  | **Quality of Support** | 7.5 (1134 reviews) | 8.0 (686 reviews) | 
  | **Has the product been a good partner in doing business?** | 7.8 (380 reviews) | 8.5 (321 reviews) | 
  | **Product Direction (% positive)** | 6.3 (1268 reviews) | 8.0 (775 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

### Insightly CRM

#### Entry-Level Pricing

Plan: Plus

Price: $29 / user, per month (billed annually)


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

#### Free Trial

Yes

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | 7.8/10 | 1203 |
| **Insightly CRM** | 7.8/10 | 735 |

#### Sales Force Automation

| Feature | Dynamics 365 Sales | Insightly CRM | 
|---|---|---|
| **Contact & Account Management** | 8.1 (965 reviews) ✓ Verified | 8.5 (630 reviews) ✓ Verified | 
| **Partner Relationship Mgmt. (PRM)** | 7.9 (678 reviews) ✓ Verified | Feature Not Available | 
| **Opportunity & Pipeline Mgmt.** | 7.9 (907 reviews) ✓ Verified | 8.3 (600 reviews) ✓ Verified | 
| **Task / Activity Management** | 7.8 (972 reviews) ✓ Verified | 8.1 (629 reviews) ✓ Verified | 
| **Territory & Quota Management** | 7.6 (735 reviews) ✓ Verified | 7.5 (350 reviews) ✓ Verified | 
| **Desktop Integration** | 7.9 (870 reviews) ✓ Verified | 8.0 (453 reviews) ✓ Verified | 
| **Product & Price List Management** | 7.6 (729 reviews) ✓ Verified | 7.5 (339 reviews) ✓ Verified | 
| **Quote & Order Management** | 7.8 (721 reviews) ✓ Verified | 7.6 (349 reviews) ✓ Verified | 
| **Customer Contract Management** | 8.0 (767 reviews) ✓ Verified | 8.0 (424 reviews) ✓ Verified | 

#### Marketing Automation

| Feature | Dynamics 365 Sales | Insightly CRM | 
|---|---|---|
| **Email Marketing** | 7.6 (753 reviews) ✓ Verified | 7.6 (407 reviews) ✓ Verified | 
| **Campaign Management** | 7.5 (731 reviews) ✓ Verified | Feature Not Available | 
| **Lead Management** | 7.9 (822 reviews) ✓ Verified | 8.1 (524 reviews) ✓ Verified | 
| **Marketing ROI Analytics** | 7.6 (641 reviews) ✓ Verified | 7.5 (339 reviews) ✓ Verified | 

#### Customer Support

| Feature | Dynamics 365 Sales | Insightly CRM | 
|---|---|---|
| **Case Management** | 8.0 (707 reviews) ✓ Verified | 7.8 (394 reviews) | 
| **Customer Support Portal** | 7.8 (671 reviews) ✓ Verified | 7.8 (400 reviews) | 
| **Knowledge Base** | 7.9 (693 reviews) ✓ Verified | 7.9 (460 reviews) | 
| **Call Center Features** | 7.7 (602 reviews) ✓ Verified | 7.6 (325 reviews) ✓ Verified | 
| **Support Analytics** | 7.9 (629 reviews) ✓ Verified | 7.8 (361 reviews) | 

#### Reporting & Analytics

| Feature | Dynamics 365 Sales | Insightly CRM | 
|---|---|---|
| **Reporting** | 7.9 (896 reviews) ✓ Verified | 7.9 (532 reviews) ✓ Verified | 
| **Dashboards** | 7.9 (945 reviews) ✓ Verified | 7.9 (555 reviews) ✓ Verified | 
| **Forecasting** | 7.7 (783 reviews) ✓ Verified | 7.6 (387 reviews) ✓ Verified | 

#### Mobile & Social

| Feature | Dynamics 365 Sales | Insightly CRM | 
|---|---|---|
| **Social Collaboration Features** | 7.5 (555 reviews) ✓ Verified | 7.8 (356 reviews) ✓ Verified | 
| **Social Network Integration** | 7.6 (549 reviews) ✓ Verified | 7.7 (352 reviews) ✓ Verified | 
| **Mobile User Support** | 7.4 (620 reviews) ✓ Verified | 7.8 (417 reviews) ✓ Verified | 

#### Platform

| Feature | Dynamics 365 Sales | Insightly CRM | 
|---|---|---|
| **Customization** | 8.1 (293 reviews) ✓ Verified | 7.9 (317 reviews) ✓ Verified | 
| **Workflow Capability** | 8.1 (309 reviews) ✓ Verified | 8.1 (311 reviews) ✓ Verified | 
| **User, Role, and Access Management** | 8.2 (302 reviews) ✓ Verified | 8.4 (322 reviews) ✓ Verified | 
| **Internationalization** | 7.9 (227 reviews) ✓ Verified | 8.0 (215 reviews) ✓ Verified | 
| **Sandbox / Test Environments** | 7.9 (249 reviews) ✓ Verified | 7.2 (87 reviews) | 
| **Document & Content Mgmt.** | 7.8 (277 reviews) ✓ Verified | 7.6 (252 reviews) ✓ Verified | 
| **Performance and Reliability** | 7.7 (292 reviews) ✓ Verified | 8.3 (320 reviews) ✓ Verified | 
| **Output Document Generation** | 7.8 (254 reviews) ✓ Verified | 7.6 (214 reviews) ✓ Verified | 

#### Integration

| Feature | Dynamics 365 Sales | Insightly CRM | 
|---|---|---|
| **Data Import & Export Tools** | 7.9 (297 reviews) ✓ Verified | 8.0 (288 reviews) ✓ Verified | 
| **Integration APIs** | 7.8 (234 reviews) ✓ Verified | 7.6 (237 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | 7.6 (239 reviews) ✓ Verified | 7.3 (223 reviews) ✓ Verified | 

#### Generative AI

| Feature | Dynamics 365 Sales | Insightly CRM | 
|---|---|---|
| **AI Text Generation** | 7.9 (17 reviews) | 6.9 (27 reviews) | 

#### Agentic AI - CRM

| Feature | Dynamics 365 Sales | Insightly CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.6 (7 reviews) | 
| **Multi-step Planning** | Not enough data | 8.3 (7 reviews) | 
| **Cross-system Integration** | 8.1 (8 reviews) | 8.1 (8 reviews) | 
| **Adaptive Learning** | Not enough data | 8.3 (8 reviews) | 
| **Natural Language Interaction** | Not enough data | 8.1 (7 reviews) | 
| **Proactive Assistance** | Not enough data | 7.4 (7 reviews) | 
| **Decision Making** | Not enough data | 7.6 (7 reviews) | 

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | 8.5/10 | 22 |
| **Insightly CRM** | 8.3/10 | 47 |

#### Agentic AI - Sales Analytics

| Feature | Dynamics 365 Sales | Insightly 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 | 

#### Data Sourcing

| Feature | Dynamics 365 Sales | Insightly CRM | 
|---|---|---|
| **Data Sourcing** | 8.7 (21 reviews) | 8.2 (35 reviews) | 
| **Exporting & Sharing Data** | 8.5 (21 reviews) | 8.6 (43 reviews) | 
| **Multi-Device Data Visualization** | 8.4 (20 reviews) | 8.3 (35 reviews) | 
| **Interactive Dashboards** | 8.1 (21 reviews) | 8.7 (41 reviews) | 
| **Data Segmentation** | 8.7 (20 reviews) | 8.0 (36 reviews) | 

#### Predictive Analytics

| Feature | Dynamics 365 Sales | Insightly CRM | 
|---|---|---|
| **Lead Scoring** | 8.7 (20 reviews) | 7.9 (37 reviews) | 
| **Opportunity Scoring** | 8.6 (19 reviews) | 7.9 (38 reviews) | 
| **Risk Analysis** | 8.3 (19 reviews) | 7.8 (33 reviews) | 
| **Live Forecasting** | 8.3 (19 reviews) | 7.8 (35 reviews) | 

#### Sales Management

| Feature | Dynamics 365 Sales | Insightly CRM | 
|---|---|---|
| **Live Pipeline Management** | 8.8 (20 reviews) | 8.5 (37 reviews) | 
| **Sales Gamification** | 8.7 (19 reviews) | 8.1 (30 reviews) | 
| **Account-Based Analytics** | 8.5 (20 reviews) | 8.7 (32 reviews) | 
| **Activity Tracking** | 8.7 (20 reviews) | 8.8 (39 reviews) | 

### Sales Coaching

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

#### Agentic AI - Sales Coaching

| Feature | Dynamics 365 Sales | Insightly 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 | 

#### Training

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

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

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



---
## Reviewer Demographics

### By Company Size

| Segment | Dynamics 365 Sales | Insightly CRM | 
|---|---|---|
| **Small-Business** | 31.1% | 73.2% | 
| **Mid-Market** | 39.5% | 20.2% | 
| **Enterprise** | 29.5% | 6.6% | 

### By Industry

#### Dynamics 365 Sales

- **Information Technology and Services:** 12.7%
- **Computer Software:** 8.3%
- **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%

#### Insightly CRM

- **Marketing and Advertising:** 10.0%
- **Information Technology and Services:** 6.2%
- **Construction:** 4.8%
- **Computer Software:** 4.0%
- **Financial Services:** 3.9%
- **Real Estate:** 3.5%
- **Management Consulting:** 3.2%
- **Non-Profit Organization Management:** 2.7%
- **Accounting:** 2.5%
- **Education Management:** 2.5%
- **Other:** 56.8%

---
## 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 (25838 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14702 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13850 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3076 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2933 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1433 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1234 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 (1000 reviews)
- [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (952 reviews)

### Alternatives to Insightly CRM

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25838 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13850 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3076 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2933 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1433 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1234 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1157 reviews)
- [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (952 reviews)
- [Workbooks](https://www.g2.com/products/workbooks/reviews) — 4.3/5 stars (574 reviews)
- [Coevera](https://www.g2.com/products/coevera/reviews) — 4.6/5 stars (480 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."

### Insightly CRM

- Title: [What is Insightly CRM used for?](https://www.g2.com/discussions/insightly-crm-what-is-insightly-crm-used-for) — 2 comments
  > **Top comment:** "The management and optimization of customer and prospective client interactions is achieved through the use of Insightly CRM (Customer Relationship..."
- Title: [What is the best of linking email to insightly?](https://www.g2.com/discussions/15124-what-is-the-best-of-linking-email-to-insightly) — 2 comments, 1 upvote
  > **Top comment:** "We connect our exchange account but gmail work too - pretty simple. Alternative is to bcc Insightly on outgoing mail and capture them that way. "
- Title: [What sales anayltics options come with the platform?](https://www.g2.com/discussions/what-sales-anayltics-options-come-with-the-platform) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Insightly offers customizable dashboards and reports that help your team quickly visualize performance and make data-driven decisions. You can find on-demand..."
- Title: [Does Insightly have any email or marketing automation features?](https://www.g2.com/discussions/does-insightly-have-any-email-or-marketing-automation-features) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hello! Yes--Insightly's CRM lets you send sales emails back and forth with your leads. You'll also see a record of those synced conversations in the CRM in..."
- Title: [Do I need custom code for Insightly's integrations?](https://www.g2.com/discussions/do-i-need-custom-code-for-insightly-s-integrations) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hey! Custom code knowledge is not required. Insightly offers AppConnect, a low-code, no-code integration automation tool to streamline the process. There are..."

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