# Dynamics 365 Sales vs Planhat Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Dynamics 365 Sales excels in its **integration with Microsoft products** , such as Office, Teams, and Outlook. Users appreciate how this seamless connectivity enhances their workflow and allows for quick access to information, making it easier to manage customer relationships effectively.
- **Users say** that Planhat stands out for its **customizability** , allowing businesses to tailor their data structure with extensive custom fields and filters. This flexibility helps align the platform closely with operational needs, which is particularly beneficial for companies with unique requirements.
- **Reviewers mention** that Dynamics 365 Sales has a strong focus on **AI-driven insights** and predictive analytics, which help sales teams close deals faster. This feature is highlighted as a significant advantage for users looking to leverage technology for improved sales performance.
- **According to verified reviews** , Planhat's user interface is praised for its **clarity and ease of use** , making it accessible for both customer success teams and executives. Users find it easy to personalize views and build dashboards, enhancing their ability to track performance metrics.
- **G2 reviewers report** that Dynamics 365 Sales faces challenges in **meeting specific workflow needs** for some users, with configuration issues noted. While it offers robust features, some users feel that it can be less intuitive when adapting to unique business processes.
- **Users say** that Planhat's **customer support** is a significant strength, with many highlighting the positive partnership with their Customer Success Manager. This level of support contributes to a smoother experience, especially during implementation and ongoing usage.



| | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **Star Rating** | 3.8 out of 5 | 4.5 out of 5 | 
| **Total Reviews** | 1,618 | 926 | 
| **Largest Market Segment** | Mid-Market (39.4% of reviews) | Mid-Market (61.0% of reviews) | 
| **Entry Level Price** | $210/month per user | Custom | 

---
## Top Pros & Cons

### Dynamics 365 Sales

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

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

### Planhat

Pros:
- Ease of Use (172 reviews)
- Customer Support (122 reviews)

Cons:
- Learning Curve (92 reviews)
- Complexity (63 reviews)

---
## Ratings Comparison
| Rating | Dynamics 365 Sales | Planhat | 
|---|---|---|
  | **Meets Requirements** | 8.1 (1291 reviews) | 8.6 (755 reviews) | 
  | **Ease of Use** | 7.4 (1297 reviews) | 8.3 (764 reviews) | 
  | **Ease of Setup** | 7.2 (417 reviews) | 7.5 (520 reviews) | 
  | **Ease of Admin** | 7.6 (385 reviews) | 8.2 (463 reviews) | 
  | **Quality of Support** | 7.5 (1132 reviews) | 9.2 (731 reviews) | 
  | **Has the product been a good partner in doing business?** | 7.8 (380 reviews) | 9.3 (460 reviews) | 
  | **Product Direction (% positive)** | 6.3 (1268 reviews) | 9.2 (706 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

### Planhat

#### Entry-Level Pricing

Plan: From Start-up to Enterprise

Price: Custom

Description: Planhat is priced to fit your company size. You can view details here: https://www.planhat.com/pricing/


[Learn more about Planhat](https://www.g2.com/products/planhat/reviews)

#### Free Trial

No

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | 7.9/10 | 1201 |
| **Planhat** | 7.0/10 | 56 |

#### Sales Force Automation

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **Contact & Account Management** | 8.1 (965 reviews) ✓ Verified | 8.4 (29 reviews) | 
| **Partner Relationship Mgmt. (PRM)** | 7.9 (679 reviews) ✓ Verified | 7.5 (25 reviews) | 
| **Opportunity & Pipeline Mgmt.** | 7.9 (905 reviews) ✓ Verified | 7.5 (25 reviews) | 
| **Task / Activity Management** | 7.8 (971 reviews) ✓ Verified | 8.3 (29 reviews) | 
| **Territory & Quota Management** | 7.6 (736 reviews) ✓ Verified | 6.7 (24 reviews) | 
| **Desktop Integration** | 7.9 (869 reviews) ✓ Verified | 8.7 (26 reviews) | 
| **Product & Price List Management** | 7.6 (730 reviews) ✓ Verified | 7.0 (23 reviews) | 
| **Quote & Order Management** | 7.8 (721 reviews) ✓ Verified | 6.2 (24 reviews) | 
| **Customer Contract Management** | 8.0 (768 reviews) ✓ Verified | 6.5 (25 reviews) | 

#### Marketing Automation

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **Email Marketing** | 7.6 (754 reviews) ✓ Verified | 7.4 (28 reviews) | 
| **Campaign Management** | 7.5 (732 reviews) ✓ Verified | 6.9 (27 reviews) | 
| **Lead Management** | 7.8 (822 reviews) ✓ Verified | 5.9 (25 reviews) | 
| **Marketing ROI Analytics** | 7.6 (642 reviews) ✓ Verified | 5.3 (25 reviews) | 

#### Customer Support

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **Case Management** | 8.0 (708 reviews) ✓ Verified | 7.2 (27 reviews) | 
| **Customer Support Portal** | 7.8 (672 reviews) ✓ Verified | 7.0 (28 reviews) | 
| **Knowledge Base** | 7.9 (694 reviews) ✓ Verified | 7.4 (28 reviews) | 
| **Call Center Features** | 7.7 (603 reviews) ✓ Verified | 5.8 (24 reviews) | 
| **Support Analytics** | 7.9 (630 reviews) ✓ Verified | 6.3 (24 reviews) | 

#### Reporting & Analytics

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **Reporting** | 7.9 (896 reviews) ✓ Verified | 7.7 (30 reviews) | 
| **Dashboards** | 7.9 (946 reviews) ✓ Verified | 7.5 (30 reviews) | 
| **Forecasting** | 7.7 (783 reviews) ✓ Verified | 7.0 (26 reviews) | 

#### Mobile & Social

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **Social Collaboration Features** | 7.5 (556 reviews) ✓ Verified | 6.2 (24 reviews) | 
| **Social Network Integration** | 7.6 (550 reviews) ✓ Verified | 5.6 (23 reviews) | 
| **Mobile User Support** | 7.4 (620 reviews) ✓ Verified | 5.0 (23 reviews) | 

#### Platform

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **Customization** | 8.1 (293 reviews) ✓ Verified | 8.7 (51 reviews) | 
| **Workflow Capability** | 8.1 (308 reviews) ✓ Verified | 8.3 (50 reviews) | 
| **User, Role, and Access Management** | 8.2 (302 reviews) ✓ Verified | 8.6 (50 reviews) | 
| **Internationalization** | 7.9 (227 reviews) ✓ Verified | 7.4 (47 reviews) | 
| **Sandbox / Test Environments** | 7.9 (249 reviews) ✓ Verified | 5.6 (44 reviews) | 
| **Document & Content Mgmt.** | 7.8 (276 reviews) ✓ Verified | 6.7 (46 reviews) | 
| **Performance and Reliability** | 7.7 (292 reviews) ✓ Verified | 8.3 (48 reviews) | 
| **Output Document Generation** | 7.8 (254 reviews) ✓ Verified | 7.1 (46 reviews) | 

#### Integration

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **Data Import & Export Tools** | 7.9 (297 reviews) ✓ Verified | 7.7 (40 reviews) | 
| **Integration APIs** | 7.8 (234 reviews) ✓ Verified | 7.8 (40 reviews) | 
| **Breadth of Partner Applications** | 7.6 (239 reviews) ✓ Verified | 7.4 (38 reviews) | 

#### Generative AI

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **AI Text Generation** | 8.1 (18 reviews) | 7.0 (18 reviews) | 

#### Agentic AI - CRM

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | 8.0 (5 reviews) | 6.1 (17 reviews) | 
| **Multi-step Planning** | 6.7 (5 reviews) | 6.4 (17 reviews) | 
| **Cross-system Integration** | 7.7 (8 reviews) | 6.7 (18 reviews) | 
| **Adaptive Learning** | 9.0 (5 reviews) | 5.9 (17 reviews) | 
| **Natural Language Interaction** | 8.3 (5 reviews) | 6.5 (16 reviews) | 
| **Proactive Assistance** | 8.7 (5 reviews) | 6.1 (16 reviews) | 
| **Decision Making** | 8.3 (5 reviews) | 6.0 (16 reviews) | 

### Customer Success

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | N/A | N/A |
| **Planhat** | 7.8/10 | 614 |

#### Customer Information

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **Customer Health Scores** | Not enough data | 8.7 (566 reviews) ✓ Verified | 
| **Customer Monitoring** | Not enough data | 8.8 (552 reviews) ✓ Verified | 
| **Customer Profiles** | Not enough data | 8.8 (569 reviews) ✓ Verified | 
| **Playbooks** | Not enough data | 8.2 (548 reviews) ✓ Verified | 
| **Customer Segments** | Not enough data | 8.5 (515 reviews) ✓ Verified | 
| **Product Engagement** | Not enough data | 8.0 (494 reviews) ✓ Verified | 
| **Surveys** | Not enough data | 7.2 (422 reviews) ✓ Verified | 

#### Predictions

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **Churn Risk** | Not enough data | 7.9 (501 reviews) ✓ Verified | 
| **Upsell Opportunities** | Not enough data | 7.5 (435 reviews) ✓ Verified | 
| **Custom Triggers** | Not enough data | 8.3 (496 reviews) ✓ Verified | 
| **Machine Learning** | Not enough data | 6.7 (350 reviews) ✓ Verified | 

#### Platform

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **Reporting & Dashboards** | Not enough data | 8.3 (556 reviews) ✓ Verified | 
| **API & Integrations** | Not enough data | 8.1 (529 reviews) ✓ Verified | 
| **Data Import & Export Tools** | Not enough data | 8.2 (491 reviews) ✓ Verified | 
| **Workflow Capability** | Not enough data | 8.5 (506 reviews) ✓ Verified | 
| **Notifications** | Not enough data | 8.2 (523 reviews) ✓ Verified | 
| **Customization** | Not enough data | 8.6 (532 reviews) ✓ Verified | 
| **Scalability** | Not enough data | 8.8 (513 reviews) ✓ Verified | 
| **Data Security** | Not enough data | 8.9 (475 reviews) ✓ Verified | 
| **Performance & Reliability** | Not enough data | 8.5 (524 reviews) ✓ Verified | 
| **User, Role, and Access Management** | Not enough data | 8.8 (523 reviews) ✓ Verified | 

#### Generative AI

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **AI Text Generation** | Not enough data | 6.1 (170 reviews) | 
| **AI Text Summarization** | Not enough data | 6.2 (174 reviews) | 

#### Agentic AI - Customer Success

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 6.3 (98 reviews) | 
| **Multi-step Planning** | Not enough data | 6.7 (98 reviews) | 
| **Cross-system Integration** | Not enough data | 6.8 (101 reviews) | 
| **Natural Language Interaction** | Not enough data | 6.5 (97 reviews) | 
| **Proactive Assistance** | Not enough data | 6.2 (99 reviews) | 

### Subscription Revenue Management

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | N/A | N/A |
| **Planhat** | 7.7/10 | 125 |

#### Billing and Payments

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **Payment Terms** | Not enough data | 7.9 (80 reviews) | 
| **Personalized Billing** | Not enough data | 7.6 (68 reviews) | 
| **Custom Pricing** | Not enough data | 7.5 (74 reviews) | 

#### Revenue Recognition

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **Usage Tracking** | Not enough data | 8.2 (97 reviews) | 
| **Deferred Revenue** | Not enough data | 7.0 (69 reviews) | 
| **Revenue Accrual** | Not enough data | 7.5 (74 reviews) | 

#### Revenue Optimization

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **At-Risk Customers** | Not enough data | 8.1 (103 reviews) | 
| **Offer Optimization** | Not enough data | 7.4 (78 reviews) | 
| **Customer Churn** | Not enough data | 8.2 (106 reviews) | 
| **Revenue Forecasting** | Not enough data | 7.8 (92 reviews) | 

### Product Analytics

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | N/A | N/A |
| **Planhat** | 7.8/10 | 88 |

#### Product Analytics

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **Account-Level Analytics** | Not enough data | 8.6 (81 reviews) | 
| **User-Level Analytics** | Not enough data | 8.2 (81 reviews) | 
| **Segmentation** | Not enough data | 8.9 (77 reviews) | 
| **Funnels** | Not enough data | 7.7 (66 reviews) | 
| **Alerts** | Not enough data | 8.4 (79 reviews) | 
| **Multi-Product Analytics** | Not enough data | 8.3 (67 reviews) | 
| **User Scoring** | Not enough data | 8.3 (75 reviews) | 
| **Integrations** | Not enough data | 8.5 (81 reviews) | 

#### Agentic AI - Product Analytics

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 6.5 (19 reviews) | 
| **Cross-system Integration** | Not enough data | 7.0 (18 reviews) | 
| **Adaptive Learning** | Not enough data | 6.2 (17 reviews) | 
| **Proactive Assistance** | Not enough data | 6.6 (18 reviews) | 

#### Behavioral Analytics - Product Analytics

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **Multi-Product Analytics** | Not enough data | Not enough data | 
| **User level Analytics** | Not enough data | Not enough data | 
| **Account level Analytics** | Not enough data | Not enough data | 
| **Segmentation** | Not enough data | Not enough data | 
| **Funnels** | Not enough data | Not enough data | 

#### Platform Infrastructure - Product Analytics

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **Cross System integrations** | Not enough data | Not enough data | 
| **Alerts** | Not enough data | Not enough data | 
| **Integrations** | Not enough data | Not enough data | 

#### AI driven optimization - Product Analytics

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **User scoring** | Not enough data | Not enough data | 
| **Adaptive learning** | Not enough data | Not enough data | 
| **Automated insights** | Not enough data | Not enough data | 
| **Autonomous task execution** | Not enough data | Not enough data | 

### Customer Data Platform (CDP)

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | N/A | N/A |
| **Planhat** | 7.1/10 | 229 |

#### Data Sourcing

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **Data Enrichment** | Not enough data | 8.3 (182 reviews) | 
| **Expandability** | Not enough data | 8.4 (175 reviews) | 
| **Content Marketing** | Not enough data | 6.4 (139 reviews) | 
| **Multiple Devices** | Not enough data | 7.3 (141 reviews) | 

#### Intelligence

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **Marketing Metrics** | Not enough data | 6.3 (121 reviews) | 
| **Predictive Modeling** | Not enough data | 6.5 (129 reviews) | 
| **Recommendation Engine** | Not enough data | 6.5 (124 reviews) | 

### Customer Revenue Optimization

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | N/A | N/A |
| **Planhat** | 7.4/10 | 128 |

#### Sales Team

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **Flexible Sales Process** | Not enough data | 7.7 (89 reviews) | 
| **Training Mode** | Not enough data | 7.3 (88 reviews) | 
| **Playbooks** | Not enough data | 8.0 (108 reviews) | 

#### Intelligence

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **Opportunity Identification** | Not enough data | 7.6 (99 reviews) | 
| **Zero-touch Renewals** | Not enough data | 7.4 (89 reviews) | 
| **Smart Content** | Not enough data | 7.2 (86 reviews) | 

#### Mapping

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **Multiple Org Charts** | Not enough data | 6.9 (84 reviews) | 
| **Stakeholder Roles** | Not enough data | 8.2 (99 reviews) | 

#### Agentic AI - Customer Revenue Optimization

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.0 (28 reviews) | 
| **Cross-system Integration** | Not enough data | 7.3 (28 reviews) | 
| **Adaptive Learning** | Not enough data | 7.0 (28 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.3 (28 reviews) | 
| **Proactive Assistance** | Not enough data | 6.7 (27 reviews) | 
| **Decision Making** | Not enough data | 7.2 (29 reviews) | 

### Customer Journey Mapping

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | N/A | N/A |
| **Planhat** | 7.7/10 | 179 |

#### Platform Basics

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **Templates** | Not enough data | 8.0 (167 reviews) | 
| **Exporting** | Not enough data | 7.9 (152 reviews) | 
| **Multi-user Access and Collaboration** | Not enough data | 8.2 (146 reviews) | 
| **Multiple Personas** | Not enough data | 7.7 (132 reviews) | 
| **Data Analytics ** | Not enough data | 7.8 (137 reviews) | 

#### Agentic AI - Customer Journey Mapping

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 6.4 (36 reviews) | 

### Client Portal

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | N/A | N/A |
| **Planhat** | 6.7/10 | 161 |

#### Content

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **Document Collaboration** | Not enough data | 7.2 (122 reviews) | 
| **Versioning** | Not enough data | 6.8 (102 reviews) | 
| **E-Signature** | Not enough data | 5.7 (97 reviews) | 
| **File Request** | Not enough data | 6.2 (93 reviews) | 
| **Feedback** | Not enough data | 7.1 (108 reviews) | 

#### Collaboration

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **Billing and Invoicing** | Not enough data | 6.5 (103 reviews) | 
| **Instant Messaging** | Not enough data | 6.3 (100 reviews) | 
| **Project Management** | Not enough data | 8.0 (124 reviews) | 
| **Analytics** | Not enough data | 8.0 (139 reviews) | 
| **Time Tracking** | Not enough data | 7.3 (104 reviews) | 
| **Mobile Application** | Not enough data | 4.7 (85 reviews) | 

### Client Onboarding

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | N/A | N/A |
| **Planhat** | 8.1/10 | 289 |

#### Onboarding Setup

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **Workflows** | Not enough data | 8.6 (252 reviews) | 
| **Templates** | Not enough data | 8.1 (256 reviews) | 
| **Checklists** | Not enough data | 8.6 (258 reviews) | 

#### Project Tracking

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **Monitoring** | Not enough data | 8.2 (235 reviews) | 
| **Resources** | Not enough data | 7.7 (201 reviews) | 
| **Content** | Not enough data | 8.0 (211 reviews) | 
| **Tasks** | Not enough data | 8.4 (255 reviews) | 
| **Optimization** | Not enough data | 7.9 (208 reviews) | 

#### Customer Engagement

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **Portal** | Not enough data | 7.7 (229 reviews) | 
| **Engagement** | Not enough data | 8.0 (224 reviews) | 
| **Branding** | Not enough data | 7.4 (213 reviews) | 
| **Visibility** | Not enough data | 8.3 (229 reviews) | 
| **Collaboration** | Not enough data | 8.1 (233 reviews) | 

### Sales Analytics

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

#### Agentic AI - Sales Analytics

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **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 | Planhat | 
|---|---|---|
| **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 | Planhat | 
|---|---|---|
| **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 | Planhat | 
|---|---|---|
| **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 |
| **Planhat** | N/A | N/A |

#### Agentic AI - Sales Coaching

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

### Data Quality

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | N/A | N/A |
| **Planhat** | 7.6/10 | 73 |

#### Functionality

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **Identification** | Not enough data | 7.6 (54 reviews) | 
| **Correction** | Not enough data | 7.4 (50 reviews) | 
| **Normalization** | Not enough data | 7.5 (46 reviews) | 
| **Preventative Cleaning** | Not enough data | 7.2 (49 reviews) | 
| **Data Matching** | Not enough data | 7.2 (54 reviews) | 

#### Management

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **Reporting** | Not enough data | 8.1 (61 reviews) | 
| **Automation** | Not enough data | 8.4 (62 reviews) | 
| **Quality Audits** | Not enough data | 7.2 (48 reviews) | 
| **Dashboard** | Not enough data | 8.2 (64 reviews) | 
| **Governance** | Not enough data | 8.1 (49 reviews) | 

#### Generative AI

| Feature | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **AI Text Generation** | Not enough data | 6.4 (31 reviews) | 
| **AI Text Summarization** | Not enough data | 6.6 (31 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 Planhat (9):** [Client Portal Software](https://www.g2.com/categories/client-portal), [Customer Journey Mapping Tools](https://www.g2.com/categories/customer-journey-mapping), [Customer Revenue Optimization (CRO) Software](https://www.g2.com/categories/customer-revenue-optimization), [Product Analytics Software](https://www.g2.com/categories/product-analytics), [Subscription Revenue Management Software](https://www.g2.com/categories/subscription-revenue-management), [Customer Data Platforms (CDP)](https://www.g2.com/categories/customer-data-platform-cdp), [Customer Success Software](https://www.g2.com/categories/customer-success), [Data Quality Tools](https://www.g2.com/categories/data-quality), [Client Onboarding Software](https://www.g2.com/categories/client-onboarding)


---
## Reviewer Demographics

### By Company Size

| Segment | Dynamics 365 Sales | Planhat | 
|---|---|---|
| **Small-Business** | 31.0% | 32.8% | 
| **Mid-Market** | 39.4% | 61.0% | 
| **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%

#### Planhat

- **Computer Software:** 37.2%
- **Information Technology and Services:** 18.6%
- **Marketing and Advertising:** 8.1%
- **Education Management:** 2.4%
- **E-Learning:** 2.2%
- **Human Resources:** 2.2%
- **Financial Services:** 2.1%
- **Internet:** 2.0%
- **Consumer Services:** 1.8%
- **Computer & Network Security:** 1.7%
- **Other:** 21.7%

---
## 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 (25796 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14691 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13813 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3048 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 (1429 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 (999 reviews)
- [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (952 reviews)

### Alternatives to Planhat

- [Custify](https://www.g2.com/products/custify/reviews) — 4.7/5 stars (500 reviews)
- [Totango](https://www.g2.com/products/totango/reviews) — 4.3/5 stars (1150 reviews)
- [ChurnZero](https://www.g2.com/products/churnzero/reviews) — 4.7/5 stars (1591 reviews)
- [Catalyst](https://www.g2.com/products/totango-catalyst/reviews) — 4.5/5 stars (659 reviews)
- [ClientSuccess](https://www.g2.com/products/clientsuccess/reviews) — 4.4/5 stars (423 reviews)
- [Vitally](https://www.g2.com/products/vitally/reviews) — 4.5/5 stars (696 reviews)
- [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) — 4.5/5 stars (1735 reviews)
- [GUIDEcx](https://www.g2.com/products/guidecx/reviews) — 4.6/5 stars (461 reviews)
- [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) — 4.4/5 stars (2914 reviews)
- [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) — 4.7/5 stars (854 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."

### Planhat

- Title: [How long did it take to implement?](https://www.g2.com/discussions/49802-how-long-did-it-take-to-implement) — 2 comments *(includes official response)*
  > **Top comment:** "Comment deleted by user."
- Title: [It shouldbe good if we can export the changes etc on Playbooks or have a clear idea on NPS score expectations.](https://www.g2.com/discussions/it-shouldbe-good-if-we-can-export-the-changes-etc-on-playbooks-or-have-a-clear-idea-on-nps-score-expectations) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hi Martha,

Thanks for your question!

We'd love to understand a bit deeper what you are trying to solve so please feel free to reach out to your CSM..."
- Title: [How can I, launch two simultaneos NPScampaings](https://www.g2.com/discussions/how-can-i-launch-two-simultaneos-npscampaings) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hi Matheus, your CSM will be in touch shortly and help you to set it up :)

"
- Title: [What's the best way to manage crossell opportunities on planhat?](https://www.g2.com/discussions/40995-what-s-the-best-way-to-manage-crossell-opportunities-on-planhat) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hi Pedro,

Thanks for your question!

There are several ways to manage cross-sale opportunities in Planhat. Firstly, intelligent triggers and alerts can..."

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