Compare Dynamics 365 Sales and Method CRM
At a Glance
Market Segments
Mid-Market (39.4% of reviews)
Small-Business (89.4% of reviews)
Entry-Level Pricing
$210/month per user
Free Trial
Dynamics 365 Sales
Star Rating
(1,618)3.8 out of 5
Market Segments
Mid-Market (39.4% of reviews)
Pros & Cons
Entry-Level Pricing
$210/month per user
Browse all 3 pricing plans
Method CRM
Star Rating
(337)4.4 out of 5
Market Segments
Small-Business (89.4% of reviews)
Pros & Cons
Entry-Level Pricing
Free Trial
Free Trial is available
Browse all 4 pricing plans
Summary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Dynamics 365 Sales excels in its robust environment and customization options, making it a strong choice for businesses looking for a secure and adaptable CRM solution. Users appreciate its ability to enhance sales performance and track leads effectively, addressing previous issues with follow-ups.
- Users say Method CRM stands out for its ease of use and deep customization capabilities, particularly with its drag-and-drop tools. This flexibility allows businesses to tailor workflows and documents, such as invoices and proposals, to fit their branding seamlessly, which has been highlighted as a significant advantage.
- According to verified reviews, Dynamics 365 Sales has a higher overall G2 Score, indicating greater user satisfaction. However, some users have noted challenges with configuration, suggesting that while it offers powerful features, it may require a steeper learning curve for new users.
- Reviewers mention that Method CRM's customer support is highly rated, with users appreciating the responsiveness and effectiveness of the support team. This aspect is crucial for small businesses that may need more hands-on assistance during implementation and daily operations.
- G2 reviewers highlight that Dynamics 365 Sales is particularly effective for mid-market companies, providing features that cater to more complex sales processes. Users have praised its automation capabilities, which help ensure that no opportunities are missed, enhancing overall efficiency.
- Users report that while Method CRM is well-suited for small businesses, it may lack some advanced features found in Dynamics 365 Sales, which could be a consideration for growing companies looking for scalability and more comprehensive tools as they expand.
Pricing
Entry-Level Pricing
Dynamics 365 Sales
Dynamics 365 Plan
$210
/month per user
Get full use of all applications in one comprehensive, cost-efficient option.
Method CRM
Free trial
Free Trial
When you start your free trial, your account will automatically include all of the features in our CRM Pro plan. If you want the CRM Enterprise features, you can also add them for free during your trial. You can also add unlimited users during your free trial.
- Real-time sync with QuickBooks
- Create estimates, sales orders, invoices, and more
- Accept payments through customer portals
Free Trial
Dynamics 365 Sales
No trial information availableMethod CRM
Free Trial is available
Ratings
Meets Requirements
8.1
1,291
8.5
259
Ease of Use
7.4
1,297
8.3
264
Ease of Setup
7.2
417
8.1
159
Ease of Admin
7.6
385
8.3
139
Quality of Support
7.5
1,132
9.0
253
Has the product been a good partner in doing business?
7.8
380
8.9
140
Product Direction (% positive)
6.3
1,268
8.8
243
Features by Category
Signature Process
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - E-Signature
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Security and Scalability
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Sales Force Automation
8.1
965
|
Verified
8.8
192
|
Verified
7.9
679
|
Verified
Feature Not Available
7.9
905
|
Verified
8.4
166
|
Verified
7.8
971
|
Verified
8.4
185
|
Verified
7.6
736
|
Verified
7.5
116
7.9
869
|
Verified
8.3
159
|
Verified
7.6
730
|
Verified
8.2
145
|
Verified
7.8
721
|
Verified
8.5
156
|
Verified
8.0
768
|
Verified
8.3
153
Marketing Automation
7.6
754
|
Verified
7.7
125
|
Verified
7.5
732
|
Verified
7.5
121
7.8
822
|
Verified
8.3
154
|
Verified
7.6
642
|
Verified
Feature Not Available
Customer Support
8.0
708
|
Verified
8.4
148
|
Verified
7.8
672
|
Verified
8.5
156
|
Verified
7.9
694
|
Verified
8.3
161
7.7
603
|
Verified
7.9
128
7.9
630
|
Verified
8.2
132
Reporting & Analytics
7.9
896
|
Verified
8.0
166
|
Verified
7.9
946
|
Verified
8.2
185
|
Verified
7.7
783
|
Verified
7.3
120
Mobile & Social
7.5
556
|
Verified
7.5
99
|
Verified
7.6
550
|
Verified
Feature Not Available
7.4
620
|
Verified
7.9
132
|
Verified
Platform
8.1
293
|
Verified
8.2
136
|
Verified
8.1
308
|
Verified
8.3
128
8.2
302
|
Verified
8.5
140
|
Verified
7.9
227
|
Verified
7.9
88
7.9
249
|
Verified
7.1
91
7.8
276
|
Verified
7.8
102
|
Verified
7.7
292
|
Verified
8.6
135
|
Verified
7.8
254
|
Verified
7.9
112
|
Verified
Integration
7.9
297
|
Verified
8.0
132
|
Verified
7.8
234
|
Verified
7.6
108
|
Verified
7.6
239
|
Verified
7.7
100
|
Verified
Generative AI
8.1
18
6.6
48
Agentic AI - CRM
8.0
5
5.0
6
6.7
5
6.1
6
7.7
8
6.7
7
9.0
5
6.1
6
8.3
5
5.3
6
8.7
5
5.0
6
8.3
5
5.6
6
Invoice Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Invoice Processing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Invoice Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Sales Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data Sourcing
8.7
21
Not enough data
8.5
21
Not enough data
8.4
20
Not enough data
8.1
21
Not enough data
8.7
20
Not enough data
Predictive Analytics
8.7
20
Not enough data
8.6
19
Not enough data
8.3
19
Not enough data
8.3
19
Not enough data
Sales Management
8.8
20
Not enough data
8.7
19
Not enough data
8.5
20
Not enough data
8.7
20
Not enough data
Agentic AI - Sales Coaching
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Training
8.9
6
Not enough data
8.6
6
Not enough data
7.5
6
Not enough data
8.6
6
Not enough data
Feedback
8.9
6
Not enough data
8.9
6
Not enough data
8.6
6
Not enough data
9.2
6
Not enough data
8.6
6
Not enough data
8.6
6
Not enough data
8.6
6
Not enough data
Generative AI
Not enough data
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Categories
Categories
Shared Categories
Dynamics 365 Sales and Method CRM are categorized as CRM
Unique Categories
Dynamics 365 Sales is categorized as Sales Analytics and Sales Coaching
Method CRM is categorized as Invoice Management and E-Signature
Reviews
Reviewers' Company Size
Dynamics 365 Sales
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Method CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Information Technology and Services
12.6%
Computer Software
8.4%
Retail
3.9%
Marketing and Advertising
3.9%
Financial Services
3.9%
Other
67.3%
Construction
15.6%
Wholesale
5.6%
Accounting
4.4%
Consumer Services
4.0%
Automotive
3.7%
Other
66.7%
Alternatives
Discussions
how can i creat a new feild for the contact?
3 Comments
LV
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...Read more
What is Microsoft Dynamics CRM competitive advantage?
3 Comments
BM
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...Read more
I'm new to Dynamics 365 Sales and struggling to set up and customize the sales pipeline. Can someone guide me through this process?
1 Comment
G2
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,"...Read more
We have struggled with Method not working correctly for 4 months and still having issues. Why does it take so long and why dont you value customers?
2 Comments
SM
How is Method not working correctly? Have you reached out to their customer support via chat?Read more
What version of QuickBooks do I need to use Method:CRM?
2 Comments
MM
Method:CRM supports both QuickBooks Desktop and QuickBooks Online.
QuickBooks Online
QuickBooks Online USA, UK, Canada, Australia, India, and Global...Read more
What is Method CRM used for?
1 Comment
Official Response from Method CRM
Method CRM is your all-in-one tool for managing leads, automating sales processes, creating estimates and invoices, collecting payments, and syncing...Read more
