Compare Dynamics 365 Sales and Planhat 
Featured Products
At a Glance
Market Segments
Mid-Market (39.3% of reviews)
Mid-Market (61.1% of reviews)
Entry-Level Pricing
$210/month per user
Custom
Dynamics 365 Sales
Star Rating
(1,611)3.8 out of 5
Market Segments
Mid-Market (39.3% of reviews)
Pros & Cons
Entry-Level Pricing
$210/month per user
Browse all 3 pricing plansPlanhat
Star Rating
(887)4.5 out of 5
Market Segments
Mid-Market (61.1% of reviews)
Pros & Cons
Entry-Level Pricing
Custom
Learn more about PlanhatSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Dynamics 365 Sales excels in its customization options, allowing users to tailor the platform to their specific needs. Users appreciate the robust environment, which enhances their sense of security and helps them track leads effectively, addressing previous issues with follow-ups.
- Users say that Planhat stands out for its intuitive interface and customizable dashboards, making it easy to manage accounts and visualize customer health. Reviewers highlight the platform's ability to centralize customer data, providing quick insights into renewal risks and necessary actions.
- According to verified reviews, Dynamics 365 Sales has a higher overall satisfaction score, indicating that users find it more effective for enhancing sales performance. Many users note its efficiency in tracking leads and ensuring no opportunities are missed, thanks to its automation features.
- Reviewers mention that Planhat offers exceptional customer support, with users praising the responsiveness and helpfulness of their support team. This level of service contributes to a positive user experience, especially for those navigating the platform's features.
- G2 reviewers highlight that while Dynamics 365 Sales has a strong presence in the mid-market segment, it faces challenges in user experience compared to Planhat, particularly in areas like ease of use and setup. Users have noted that Planhat's onboarding process is more straightforward, making it easier for new users to get started.
- Users report that both platforms have their strengths, but Planhat's focus on customer health tracking and risk visualization gives it an edge for account management. Reviewers appreciate the clean dashboards and clear signals that help them stay proactive in managing customer relationships.
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.
Planhat
From Start-up to Enterprise
Custom
Planhat is priced to fit your company size. You can view details here: https://www.planhat.com/pricing/
Free Trial
Dynamics 365 Sales
No trial information availablePlanhat
No trial information availableRatings
Meets Requirements
8.1
1,285
8.6
736
Ease of Use
7.4
1,291
8.3
744
Ease of Setup
7.2
411
7.5
501
Ease of Admin
7.6
383
8.2
446
Quality of Support
7.5
1,126
9.2
715
Has the product been a good partner in doing business?
7.8
378
9.3
442
Product Direction (% positive)
6.3
1,266
9.2
686
Features by Category
Sales Force Automation
8.1
964
|
Verified
8.4
28
7.9
679
|
Verified
7.5
25
7.9
903
|
Verified
7.4
24
7.8
970
|
Verified
8.2
28
7.6
735
|
Verified
6.7
24
7.9
866
|
Verified
8.6
25
7.6
729
|
Verified
7.0
23
7.8
719
|
Verified
6.2
24
8.0
768
|
Verified
6.5
25
Marketing Automation
7.6
754
|
Verified
7.3
27
7.5
732
|
Verified
6.7
26
7.8
820
|
Verified
5.9
25
7.6
642
|
Verified
5.3
25
Customer Support
8.0
708
|
Verified
7.2
27
7.8
672
|
Verified
7.0
28
7.9
694
|
Verified
7.4
28
7.7
603
|
Verified
5.8
24
7.9
630
|
Verified
6.3
24
Reporting & Analytics
7.9
896
|
Verified
7.6
29
7.9
945
|
Verified
7.4
29
7.7
783
|
Verified
7.0
26
Mobile & Social
7.5
556
|
Verified
6.2
24
7.6
550
|
Verified
5.6
23
7.4
620
|
Verified
5.0
23
Platform
8.1
293
|
Verified
8.7
52
8.1
307
|
Verified
8.2
51
8.2
301
|
Verified
8.6
51
7.9
227
|
Verified
7.4
48
7.9
249
|
Verified
5.6
44
7.8
275
|
Verified
6.7
46
7.7
291
|
Verified
8.2
49
7.8
254
|
Verified
7.1
46
Integration
7.9
297
|
Verified
7.7
40
7.8
232
|
Verified
7.8
40
7.6
238
|
Verified
7.4
38
Generative AI
8.1
18
7.0
18
Agentic AI - CRM
8.0
5
6.1
17
6.7
5
6.4
17
7.4
7
6.5
17
9.0
5
5.9
17
8.3
5
6.5
16
8.7
5
6.1
16
8.3
5
6.0
16
Customer Information
Not enough data
8.6
556
|
Verified
Not enough data
8.8
549
|
Verified
Not enough data
8.8
560
|
Verified
Not enough data
8.2
545
|
Verified
Not enough data
8.5
513
|
Verified
Not enough data
8.0
489
|
Verified
Not enough data
7.2
420
|
Verified
Predictions
Not enough data
7.9
494
|
Verified
Not enough data
7.4
431
|
Verified
Not enough data
8.3
493
|
Verified
Not enough data
6.6
348
|
Verified
Platform
Not enough data
8.3
545
|
Verified
Not enough data
8.1
517
|
Verified
Not enough data
8.2
489
|
Verified
Not enough data
8.5
496
|
Verified
Not enough data
8.2
521
|
Verified
Not enough data
8.6
518
|
Verified
Not enough data
8.8
508
|
Verified
Not enough data
8.9
475
|
Verified
Not enough data
8.5
518
|
Verified
Not enough data
8.8
521
|
Verified
Generative AI
Not enough data
6.1
170
Not enough data
6.2
173
Agentic AI - Customer Success
Not enough data
6.3
98
Not enough data
6.7
98
Not enough data
6.8
101
Not enough data
6.5
97
Not enough data
6.2
98
Billing and Payments
Not enough data
7.9
80
Not enough data
7.6
68
Not enough data
7.5
74
Revenue Recognition
Not enough data
8.2
97
Not enough data
7.0
69
Not enough data
7.5
74
Revenue Optimization
Not enough data
8.1
103
Not enough data
7.4
78
Not enough data
8.2
106
Not enough data
7.8
92
Product Analytics
Not enough data
8.6
81
Not enough data
8.2
81
Not enough data
8.9
77
Not enough data
7.7
66
Not enough data
8.4
79
Not enough data
8.3
67
Not enough data
8.3
75
Not enough data
8.5
81
Agentic AI - Product Analytics
Not enough data
6.5
19
Not enough data
7.0
18
Not enough data
6.2
17
Not enough data
6.6
18
Behavioral Analytics - Product 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
Platform Infrastructure - Product Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
AI driven optimization - Product 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
Data Sourcing
Not enough data
8.2
181
Not enough data
8.4
175
Not enough data
6.4
139
Not enough data
7.3
141
Intelligence
Not enough data
6.3
121
Not enough data
6.5
129
Not enough data
6.5
124
Sales Team
Not enough data
7.7
89
Not enough data
7.3
88
Not enough data
8.0
108
Intelligence
Not enough data
7.6
99
Not enough data
7.4
89
Not enough data
7.2
86
Mapping
Not enough data
6.9
84
Not enough data
8.2
99
Agentic AI - Customer Revenue Optimization
Not enough data
7.0
28
Not enough data
7.3
28
Not enough data
7.0
28
Not enough data
7.3
28
Not enough data
6.7
27
Not enough data
7.2
29
Platform Basics
Not enough data
8.0
166
Not enough data
7.9
151
Not enough data
8.2
146
Not enough data
7.7
132
Not enough data
7.8
137
Agentic AI - Customer Journey Mapping
Not enough data
6.4
36
Content
Not enough data
7.2
122
Not enough data
6.8
102
Not enough data
5.7
97
Not enough data
6.2
93
Not enough data
7.1
108
Collaboration
Not enough data
6.5
103
Not enough data
6.3
100
Not enough data
8.0
124
Not enough data
8.0
139
Not enough data
7.3
104
Not enough data
4.7
85
Onboarding Setup
Not enough data
8.6
252
Not enough data
8.1
256
Not enough data
8.6
258
Project Tracking
Not enough data
8.2
235
Not enough data
7.7
201
Not enough data
8.0
211
Not enough data
8.4
254
Not enough data
7.9
208
Customer Engagement
Not enough data
7.8
229
Not enough data
8.0
224
Not enough data
7.4
213
Not enough data
8.3
229
Not enough data
8.1
233
Customization - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality - AI Agent Builders
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 and Analytics - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration - AI Agent Builders
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 - 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
Functionality
Not enough data
7.6
54
Not enough data
7.4
50
Not enough data
7.5
46
Not enough data
7.2
49
Not enough data
7.2
54
Management
Not enough data
8.1
61
Not enough data
8.3
61
Not enough data
7.2
48
Not enough data
8.2
63
Not enough data
8.1
49
Generative AI
Not enough data
6.4
31
Not enough data
6.6
31
Categories
Categories
Shared Categories
Dynamics 365 Sales and Planhat are categorized as CRM
Unique Categories
Dynamics 365 Sales is categorized as Sales Analytics and Sales Coaching
Reviews
Reviewers' Company Size
Dynamics 365 Sales
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Planhat
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
4.0%
Marketing and Advertising
4.0%
Financial Services
3.8%
Other
67.3%
Computer Software
37.7%
Information Technology and Services
18.3%
Marketing and Advertising
7.9%
Education Management
2.5%
E-Learning
2.2%
Other
31.3%
Discussions
What is Microsoft Dynamics CRM competitive advantage?
3 Comments
HC
Microsoft Dynamics CRM can help differentiate your business from competitors who’ve implemented but not “adopted” other products. Dynamics CRM functionality...Read more
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
How long did it take to implement?
2 Comments
PB
6 weeks or so, but most of my time was spent organising our data rather than customising PH itself so it depends on what sort of state your data is in.Read more
What's the best way to manage crossell opportunities on planhat?
1 Comment
Official Response from Planhat
Hi Pedro,
Thanks for your question!
There are several ways to manage cross-sale opportunities in Planhat. Firstly, intelligent triggers and alerts can...Read more
How can I, launch two simultaneos NPScampaings
1 Comment
Official Response from Planhat
Hi Matheus, your CSM will be in touch shortly and help you to set it up :)
Read more
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