# Dynamics 365 Sales vs Maximizer Comparison
---
## AI Generated Summary
- **G2 reviewers report** that both Dynamics 365 Sales and Maximizer offer solid user experiences, but Maximizer edges ahead with a higher star rating. Users appreciate Maximizer's ability to store all client details in one place, making it easier to follow opportunities and record communications effectively.
- **According to verified reviews** , Dynamics 365 Sales is praised for its robust customization options and security features, which help users enhance their sales performance. Reviewers highlight its effectiveness in tracking leads and ensuring no opportunities are missed, showcasing its strength in lead management.
- **Users say** that Maximizer excels in creating a comprehensive narrative about individual clients, allowing for detailed tracking of conversations and decision-making over time. This feature is particularly beneficial for businesses that rely on long-term client relationships, giving it an edge in customer relationship management.
- **Reviewers mention** that Dynamics 365 Sales has a more complex setup process compared to Maximizer, which is noted for its easier implementation. Users have found Dynamics 365's onboarding to be less intuitive, while Maximizer's straightforward setup allows for quicker adoption in small business environments.
- **G2 reviewers highlight** that while both products provide good support, Maximizer stands out with a higher quality of support score. Users appreciate the responsiveness and helpfulness of Maximizer's support team, which can be crucial for businesses needing timely assistance.
- **According to recent user feedback** , Dynamics 365 Sales offers advanced features like AI text generation and adaptive learning, which are beneficial for larger organizations looking to leverage technology for sales efficiency. However, users in smaller businesses may find Maximizer's simpler interface and lower price point more aligned with their needs.



| | Dynamics 365 Sales | Maximizer | 
|---|---|---|
| **Star Rating** | 3.8 out of 5 | 4.0 out of 5 | 
| **Total Reviews** | 1,618 | 673 | 
| **Largest Market Segment** | Mid-Market (39.4% of reviews) | Small-Business (74.8% of reviews) | 
| **Entry Level Price** | $210/month per user | $90.00 3 User Per Year | 

---
## Top Pros & Cons

### Dynamics 365 Sales

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

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

### Maximizer

Pros:
- Ease of Use (40 reviews)
- Task Management (36 reviews)

Cons:
- Learning Curve (23 reviews)
- Integration Issues (19 reviews)

---
## Ratings Comparison
| Rating | Dynamics 365 Sales | Maximizer | 
|---|---|---|
  | **Meets Requirements** | 8.1 (1291 reviews) | 8.3 (582 reviews) | 
  | **Ease of Use** | 7.4 (1297 reviews) | 8.0 (588 reviews) | 
  | **Ease of Setup** | 7.2 (417 reviews) | 7.8 (327 reviews) | 
  | **Ease of Admin** | 7.6 (385 reviews) | 7.9 (195 reviews) | 
  | **Quality of Support** | 7.5 (1132 reviews) | 8.2 (560 reviews) | 
  | **Has the product been a good partner in doing business?** | 7.8 (380 reviews) | 8.1 (193 reviews) | 
  | **Product Direction (% positive)** | 6.3 (1268 reviews) | 7.8 (580 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

### Maximizer

#### Entry-Level Pricing

Plan: Core

Price: $90.00 3 User Per Year

Description: Organizations that need deeper customization, marketing tools, and pipeline monitoring to close more deals.

Key Features:
- Advanced Contact Management
- Lead & Opportunity Handling
- Task Management

[Browse all 4 editions](https://www.g2.com/products/maximizer/pricing)

#### Free Trial

No

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | 7.9/10 | 1201 |
| **Maximizer** | 6.9/10 | 501 |

#### Sales Force Automation

| Feature | Dynamics 365 Sales | Maximizer | 
|---|---|---|
| **Contact & Account Management** | 8.1 (965 reviews) ✓ Verified | 8.3 (425 reviews) ✓ Verified | 
| **Partner Relationship Mgmt. (PRM)** | 7.9 (679 reviews) ✓ Verified | 6.9 (219 reviews) | 
| **Opportunity & Pipeline Mgmt.** | 7.9 (905 reviews) ✓ Verified | 7.4 (324 reviews) ✓ Verified | 
| **Task / Activity Management** | 7.8 (971 reviews) ✓ Verified | 7.9 (400 reviews) ✓ Verified | 
| **Territory & Quota Management** | 7.6 (736 reviews) ✓ Verified | 6.4 (213 reviews) ✓ Verified | 
| **Desktop Integration** | 7.9 (869 reviews) ✓ Verified | 7.7 (356 reviews) ✓ Verified | 
| **Product & Price List Management** | 7.6 (730 reviews) ✓ Verified | Feature Not Available | 
| **Quote & Order Management** | 7.8 (721 reviews) ✓ Verified | Feature Not Available | 
| **Customer Contract Management** | 8.0 (768 reviews) ✓ Verified | 7.5 (275 reviews) | 

#### Marketing Automation

| Feature | Dynamics 365 Sales | Maximizer | 
|---|---|---|
| **Email Marketing** | 7.6 (754 reviews) ✓ Verified | 6.9 (289 reviews) | 
| **Campaign Management** | 7.5 (732 reviews) ✓ Verified | 6.7 (241 reviews) | 
| **Lead Management** | 7.8 (822 reviews) ✓ Verified | 7.2 (269 reviews) | 
| **Marketing ROI Analytics** | 7.6 (642 reviews) ✓ Verified | 6.3 (188 reviews) | 

#### Customer Support

| Feature | Dynamics 365 Sales | Maximizer | 
|---|---|---|
| **Case Management** | 8.0 (708 reviews) ✓ Verified | 7.5 (262 reviews) | 
| **Customer Support Portal** | 7.8 (672 reviews) ✓ Verified | Feature Not Available | 
| **Knowledge Base** | 7.9 (694 reviews) ✓ Verified | 7.2 (274 reviews) | 
| **Call Center Features** | 7.7 (603 reviews) ✓ Verified | Feature Not Available | 
| **Support Analytics** | 7.9 (630 reviews) ✓ Verified | 7.2 (219 reviews) | 

#### Reporting & Analytics

| Feature | Dynamics 365 Sales | Maximizer | 
|---|---|---|
| **Reporting** | 7.9 (896 reviews) ✓ Verified | 7.2 (310 reviews) ✓ Verified | 
| **Dashboards** | 7.9 (946 reviews) ✓ Verified | 7.6 (311 reviews) ✓ Verified | 
| **Forecasting** | 7.7 (783 reviews) ✓ Verified | 6.7 (208 reviews) ✓ Verified | 

#### Mobile & Social

| Feature | Dynamics 365 Sales | Maximizer | 
|---|---|---|
| **Social Collaboration Features** | 7.5 (556 reviews) ✓ Verified | 6.2 (110 reviews) | 
| **Social Network Integration** | 7.6 (550 reviews) ✓ Verified | 5.6 (106 reviews) | 
| **Mobile User Support** | 7.4 (620 reviews) ✓ Verified | 6.6 (265 reviews) ✓ Verified | 

#### Platform

| Feature | Dynamics 365 Sales | Maximizer | 
|---|---|---|
| **Customization** | 8.1 (293 reviews) ✓ Verified | 8.0 (242 reviews) ✓ Verified | 
| **Workflow Capability** | 8.1 (308 reviews) ✓ Verified | 7.6 (230 reviews) | 
| **User, Role, and Access Management** | 8.2 (302 reviews) ✓ Verified | 8.1 (237 reviews) ✓ Verified | 
| **Internationalization** | 7.9 (227 reviews) ✓ Verified | 6.9 (158 reviews) | 
| **Sandbox / Test Environments** | 7.9 (249 reviews) ✓ Verified | 6.7 (137 reviews) | 
| **Document & Content Mgmt.** | 7.8 (276 reviews) ✓ Verified | 7.6 (198 reviews) | 
| **Performance and Reliability** | 7.7 (292 reviews) ✓ Verified | 8.0 (226 reviews) ✓ Verified | 
| **Output Document Generation** | 7.8 (254 reviews) ✓ Verified | 6.9 (129 reviews) | 

#### Integration

| Feature | Dynamics 365 Sales | Maximizer | 
|---|---|---|
| **Data Import & Export Tools** | 7.9 (297 reviews) ✓ Verified | 7.4 (220 reviews) ✓ Verified | 
| **Integration APIs** | 7.8 (234 reviews) ✓ Verified | 6.5 (158 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | 7.6 (239 reviews) ✓ Verified | 6.6 (150 reviews) ✓ Verified | 

#### Generative AI

| Feature | Dynamics 365 Sales | Maximizer | 
|---|---|---|
| **AI Text Generation** | 8.1 (18 reviews) | 5.6 (93 reviews) | 

#### Agentic AI - CRM

| Feature | Dynamics 365 Sales | Maximizer | 
|---|---|---|
| **Autonomous Task Execution** | 8.0 (5 reviews) | 5.6 (13 reviews) | 
| **Multi-step Planning** | 6.7 (5 reviews) | 5.9 (13 reviews) | 
| **Cross-system Integration** | 7.7 (8 reviews) | 5.7 (14 reviews) | 
| **Adaptive Learning** | 9.0 (5 reviews) | 6.2 (13 reviews) | 
| **Natural Language Interaction** | 8.3 (5 reviews) | 5.8 (12 reviews) | 
| **Proactive Assistance** | 8.7 (5 reviews) | 6.0 (13 reviews) | 
| **Decision Making** | 8.3 (5 reviews) | 6.3 (14 reviews) | 

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | 8.5/10 | 22 |
| **Maximizer** | N/A | N/A |

#### Agentic AI - Sales Analytics

| Feature | Dynamics 365 Sales | Maximizer | 
|---|---|---|
| **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 | Maximizer | 
|---|---|---|
| **Data Sourcing** | 8.7 (21 reviews) | Not enough data | 
| **Exporting & Sharing Data** | 8.5 (21 reviews) | Not enough data | 
| **Multi-Device Data Visualization** | 8.4 (20 reviews) | Not enough data | 
| **Interactive Dashboards** | 8.1 (21 reviews) | Not enough data | 
| **Data Segmentation** | 8.7 (20 reviews) | Not enough data | 

#### Predictive Analytics

| Feature | Dynamics 365 Sales | Maximizer | 
|---|---|---|
| **Lead Scoring** | 8.7 (20 reviews) | Not enough data | 
| **Opportunity Scoring** | 8.6 (19 reviews) | Not enough data | 
| **Risk Analysis** | 8.3 (19 reviews) | Not enough data | 
| **Live Forecasting** | 8.3 (19 reviews) | Not enough data | 

#### Sales Management

| Feature | Dynamics 365 Sales | Maximizer | 
|---|---|---|
| **Live Pipeline Management** | 8.8 (20 reviews) | Not enough data | 
| **Sales Gamification** | 8.7 (19 reviews) | Not enough data | 
| **Account-Based Analytics** | 8.5 (20 reviews) | Not enough data | 
| **Activity Tracking** | 8.7 (20 reviews) | Not enough data | 

### Sales Coaching

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

#### Agentic AI - Sales Coaching

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

### Financial Services CRM

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | N/A | N/A |
| **Maximizer** | 6.2/10 | 72 |

#### Content

| Feature | Dynamics 365 Sales | Maximizer | 
|---|---|---|
| **Automation** | Not enough data | 6.0 (67 reviews) | 

#### Platform Additional Functionality

| Feature | Dynamics 365 Sales | Maximizer | 
|---|---|---|
| **Pre-Built Connectors** | Not enough data | Feature Not Available | 
| **Dashboard** | Not enough data | 7.2 (68 reviews) | 
| **Cloud** | Not enough data | 6.7 (68 reviews) | 
| **Mobility** | Not enough data | 6.5 (67 reviews) | 
| **Messaging** | Not enough data | 5.5 (68 reviews) | 

#### Platform Reporting and Analytics

| Feature | Dynamics 365 Sales | Maximizer | 
|---|---|---|
| **Reporting** | Not enough data | 6.5 (67 reviews) | 
| **Forecasting** | Not enough data | 5.2 (66 reviews) | 

#### Customer Support

| Feature | Dynamics 365 Sales | Maximizer | 
|---|---|---|
| **Case Management** | Not enough data | 6.6 (65 reviews) | 
| **Customer Support Portal** | Not enough data | Feature Not Available | 
| **Knowledge Base** | Not enough data | 6.8 (65 reviews) | 
| **Support Analytics** | Not enough data | 6.4 (65 reviews) | 

#### Marketing Automation

| Feature | Dynamics 365 Sales | Maximizer | 
|---|---|---|
| **Campaign Management** | Not enough data | 6.3 (64 reviews) | 
| **Lead Management** | Not enough data | 6.5 (64 reviews) | 
| **Marketing Analytics** | Not enough data | 5.5 (64 reviews) | 

#### Sales Force Automation

| Feature | Dynamics 365 Sales | Maximizer | 
|---|---|---|
| **Pipeline Management** | Not enough data | 6.3 (64 reviews) | 
| **Task Management** | Not enough data | 7.7 (66 reviews) | 
| **Product and Price List Management** | Not enough data | Feature Not Available | 
| **Quote and Order Management** | Not enough data | 5.5 (64 reviews) | 
| **Contract Management** | Not enough data | 5.8 (62 reviews) | 

#### Agentic AI - Financial Services CRM

| Feature | Dynamics 365 Sales | Maximizer | 
|---|---|---|
| **Decision Making** | Not enough data | 4.7 (6 reviews) | 

---
## 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)

**Unique to Maximizer (1):** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm)


---
## Reviewer Demographics

### By Company Size

| Segment | Dynamics 365 Sales | Maximizer | 
|---|---|---|
| **Small-Business** | 31.0% | 74.8% | 
| **Mid-Market** | 39.4% | 19.0% | 
| **Enterprise** | 29.6% | 6.2% | 

### By Industry

#### 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%

#### Maximizer

- **Financial Services:** 35.6%
- **Investment Management:** 4.1%
- **Insurance:** 3.3%
- **Marketing and Advertising:** 3.0%
- **Information Technology and Services:** 2.8%
- **Construction:** 2.7%
- **Publishing:** 2.4%
- **Real Estate:** 2.2%
- **Computer Software:** 1.6%
- **Transportation/Trucking/Railroad:** 1.6%
- **Other:** 40.7%

---
## 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 (25791 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14690 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13810 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3046 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2928 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1428 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1233 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 (952 reviews)

### Alternatives to Maximizer

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25791 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13810 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3046 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2928 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1428 reviews)
- [Nimble CRM](https://www.g2.com/products/nimble/reviews) — 4.5/5 stars (1115 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 (952 reviews)
- [Sugar Sell](https://www.g2.com/products/sugar-sell/reviews) — 3.8/5 stars (776 reviews)
- [Workbooks](https://www.g2.com/products/workbooks/reviews) — 4.2/5 stars (573 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."

### Maximizer

- Title: [What is Maximizer CRM used for?](https://www.g2.com/discussions/what-is-maximizer-crm-used-for) — 3 comments
  > **Top comment:** "Maximizer CRM is solving several problems related to secure and reliable communication and collaboration for various use cases.
"
- Title: [Do you integrate with any marketing automations platforms like Marketo?](https://www.g2.com/discussions/integrations-with-marketing-automation) — 1 comment, 1 upvote
  > **Top comment:** "Maximizer neglected to future-proof Maximizer CRM Live and their self-hosted CRM by not providing any open keys for self serve integration with powerful..."
- Title: [INTEGRATION](https://www.g2.com/discussions/4388-integration) — 1 comment, 1 upvote
  > **Top comment:** "Maximizer CRM 2017 has integrations for MS Office products (Outlook, Word, Excel) these are included as add-ons with the product. The Web APIs for Maximizer..."
- Title: [INPUT CSV  LEAD FILES](https://www.g2.com/discussions/4387-input-csv-lead-files) — 1 comment, 1 upvote
  > **Top comment:** "Lead sheets in the form of a web inquiry page can be integrated into Maximizer using the 'web to lead' technology provided in the product as standard. It is..."

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