# Dynamics 365 Sales vs Sage CRM Comparison

---
## Frequently Asked Questions

### What is the difference between Microsoft Dynamics 365 Sales vs Sage CRM?

Microsoft Dynamics 365 Sales stands out for its deep Microsoft ecosystem integration and advanced automation, while Sage CRM is recognized for its flexibility and strong accounting integration.

| [Microsoft Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) | [Sage CRM](https://www.g2.com/products/sage-crm/reviews) |
| --- | --- |
| 3.8/5 (1,623 reviews) | 3.8/5 (147 reviews) |
| Mid-Market | Mid-Market |
| 7.2 | 7.1 |
| 7.5 | 7.2 |
| Integration with Microsoft 365 and automation | Flexibility and accounting integration |



### How do the pricing models of Microsoft Dynamics 365 Sales and Sage CRM compare?

Microsoft Dynamics 365 Sales and Sage CRM are rated at parity for value, with both products scoring closely on price satisfaction.

- **Microsoft Dynamics 365 Sales:** In recent reviews, several reviewers mention that the platform's pricing can be high, especially when adding advanced features, but they appreciate the value from deep integration and automation.
- **Sage CRM:** Reviewers describe Sage CRM as affordable and a good value for small and mid-sized businesses, with particular praise for its cost-effectiveness when integrated with Sage accounting products.



### What are the best alternatives to Microsoft Dynamics 365 Sales and Sage CRM?

The top three alternatives to Microsoft Dynamics 365 Sales and Sage CRM are Agentforce Sales, ActiveCampaign, and HubSpot Sales Hub.

| Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength |
| --- | --- | --- | --- | --- |
| [Microsoft Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) | 3.8/5 (1,623 reviews) | Mid-Market | Pricing can be high for advanced features | Integration with Microsoft 365 and automation |
| [Sage CRM](https://www.g2.com/products/sage-crm/reviews) | 3.8/5 (147 reviews) | Mid-Market | Affordable for small and mid-sized businesses | Flexibility and accounting integration |
| [Agentforce Sales](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | 4.4/5 (25,875 reviews) | Mid-Market | — | Comprehensive CRM capabilities |
| [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) | 4.4/5 (14,780 reviews) | Small-Business | — | Marketing automation and email campaigns |
| [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5 (13,909 reviews) | Small-Business | — | Ease of use and sales pipeline management |



### Which CRM features should I prioritize when comparing Microsoft Dynamics 365 Sales and Sage CRM?

Buyers should prioritize integration capabilities, customization, automation, reporting, and ease of use when comparing Microsoft Dynamics 365 Sales and Sage CRM.

- **Integration:** Microsoft Dynamics 365 Sales: 11 all-time mentions for integrations; Sage CRM: 3 all-time mentions for integration issues.
- **Customization:** Microsoft Dynamics 365 Sales: 9 all-time mentions for customization; Sage CRM: 5 all-time mentions for limited customization.
- **Automation:** Microsoft Dynamics 365 Sales: 8 all-time mentions for automation; Sage CRM: Reviewers highlight automation for repetitive tasks.
- **Reporting:** Microsoft Dynamics 365 Sales: 7 all-time mentions for feature richness; Sage CRM: 2 all-time mentions for reporting.
- **Ease of Use:** Both products score 7.5 on Ease of Use, with Microsoft Dynamics 365 Sales having 21 all-time mentions and Sage CRM 7 all-time mentions for ease of use.



### What are the pros and cons of Microsoft Dynamics 365 Sales vs Sage CRM?

Microsoft Dynamics 365 Sales is strongest in Microsoft ecosystem integration and automation, while Sage CRM excels in flexibility and accounting integration.

- **Microsoft Dynamics 365 Sales strengths:** Integration with Microsoft 365 (11 all-time mentions for integrations), automation (8 all-time mentions), lead management (11 all-time mentions), and customization (9 all-time mentions).
- **Microsoft Dynamics 365 Sales trade-offs:** Learning curve (13 all-time mentions), complexity (8 all-time mentions), and higher cost sentiment in recent reviews.
- **Sage CRM strengths:** Flexibility and customization capability (3 all-time mentions for easy customization), strong accounting integration, and ease of use (7 all-time mentions).
- **Sage CRM trade-offs:** Limited customization (5 all-time mentions), integration issues (3 all-time mentions), and an outdated interface noted in recent reviews.



### Is Microsoft Dynamics 365 Sales or Sage CRM better for small businesses?

Sage CRM is the better fit for small businesses, with reviewers highlighting its affordability and ease of use for small and mid-sized organizations.

- **Microsoft Dynamics 365 Sales:** Largest segment is Mid-Market; reviewers note the platform is robust but can be complex and costly for smaller organizations.
- **Sage CRM:** Largest segment is Mid-Market; reviewers consistently describe Sage CRM as affordable, easy to use, and well-suited for small businesses.



### Which CRM platform has better integrations?

Microsoft Dynamics 365 Sales is favored for integrations, especially within the Microsoft ecosystem.

- **Microsoft Dynamics 365 Sales:** Reviewers cite integrations with Microsoft Teams (3 all-time mentions) and Microsoft Power BI, with 11 all-time mentions for integrations overall.
- **Sage CRM:** Reviewers mention integration with Procore and Sage accounting products, but also note 3 all-time mentions for integration issues.



### How do Microsoft Dynamics 365 Sales and Sage CRM compare on customer support?

Microsoft Dynamics 365 Sales and Sage CRM are rated at near-parity for Quality of Support, with scores of 7.5 and 7.2 respectively.

- **Microsoft Dynamics 365 Sales:** Reviewers frequently mention responsive support and helpful onboarding, though some note that advanced customization may require external assistance.
- **Sage CRM:** Reviewers describe support as generally good, with some citing slow response times or variability depending on location and client size.



### Which is easier to implement, Microsoft Dynamics 365 Sales or Sage CRM?

Microsoft Dynamics 365 Sales and Sage CRM score within a tenth of a point on Ease of Setup, with scores of 7.2 and 7.1 respectively, indicating near-parity.

- **Microsoft Dynamics 365 Sales:** Reviewers describe the setup as straightforward for standard use but note that advanced customization and integration can increase complexity and require technical expertise.
- **Sage CRM:** Reviewers highlight easy initial setup for basic use, but mention that deeper customization and workflow configuration can be complex and may require IT support or consultants.



### Which product has better Customization?

Microsoft Dynamics 365 Sales is stronger for customization, with more reviewer-cited strengths and fewer limitations than Sage CRM.

- **Microsoft Dynamics 365 Sales:** 9 all-time mentions for customization, 8 for easy customization, and reviewers highlight advanced customization options and flexibility.
- **Sage CRM:** 3 all-time mentions for easy customization, but 5 all-time mentions for limited customization and reviewers note that deeper customization often requires technical support.



| | Dynamics 365 Sales | Sage CRM | 
|---|---|---|
| **Star Rating** | 3.8 out of 5 | 3.8 out of 5 | 
| **Total Reviews** | 1,624 | 147 | 

---
## Top Pros & Cons

### Dynamics 365 Sales

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

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

### Sage CRM

Pros:
- Ease of Use (7 reviews)
- Easy Access (4 reviews)

Cons:
- Limited Customization (4 reviews)
- Expertise Required (3 reviews)

---
## Ratings Comparison
| Rating | Dynamics 365 Sales | Sage CRM | 
|---|---|---|
  | **Meets Requirements** | 8.1 (1295 reviews) | 7.7 (109 reviews) | 
  | **Ease of Use** | 7.5 (1301 reviews) | 7.5 (110 reviews) | 
  | **Ease of Setup** | 7.2 (421 reviews) | 7.1 (56 reviews) | 
  | **Ease of Admin** | 7.6 (386 reviews) | 7.1 (43 reviews) | 
  | **Quality of Support** | 7.5 (1136 reviews) | 7.2 (97 reviews) | 
  | **Has the product been a good partner in doing business?** | 7.8 (381 reviews) | 6.8 (38 reviews) | 
  | **Product Direction (% positive)** | 6.3 (1269 reviews) | 6.1 (104 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

### Sage CRM

#### Entry-Level Pricing

Plan: Sage CRM On-Premise

Price: Contact Vendor for Pricing


[Browse all 2 editions](https://www.g2.com/products/sage-crm/pricing)

#### Free Trial

No

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | 7.9/10 | 1205 |
| **Sage CRM** | 7.5/10 | 109 |

#### Sales Force Automation

| Feature | Dynamics 365 Sales | Sage CRM | 
|---|---|---|
| **Contact & Account Management** | 8.1 (967 reviews) ✓ Verified | 7.8 (79 reviews) ✓ Verified | 
| **Partner Relationship Mgmt. (PRM)** | 7.9 (679 reviews) ✓ Verified | Feature Not Available | 
| **Opportunity & Pipeline Mgmt.** | 7.9 (909 reviews) ✓ Verified | 7.6 (70 reviews) ✓ Verified | 
| **Task / Activity Management** | 7.8 (973 reviews) ✓ Verified | 7.9 (75 reviews) ✓ Verified | 
| **Territory & Quota Management** | 7.6 (736 reviews) ✓ Verified | 7.1 (56 reviews) ✓ Verified | 
| **Desktop Integration** | 7.9 (871 reviews) ✓ Verified | 7.1 (64 reviews) ✓ Verified | 
| **Product & Price List Management** | 7.6 (730 reviews) ✓ Verified | 7.4 (62 reviews) ✓ Verified | 
| **Quote & Order Management** | 7.8 (723 reviews) ✓ Verified | 7.4 (66 reviews) ✓ Verified | 
| **Customer Contract Management** | 8.0 (768 reviews) ✓ Verified | 7.5 (65 reviews) ✓ Verified | 
| **Contract/License Management** | Not enough data | Not enough data | 

#### Marketing Automation

| Feature | Dynamics 365 Sales | Sage CRM | 
|---|---|---|
| **Email Marketing** | 7.6 (754 reviews) ✓ Verified | 7.2 (54 reviews) ✓ Verified | 
| **Campaign Management** | 7.5 (732 reviews) ✓ Verified | 7.5 (53 reviews) ✓ Verified | 
| **Lead Management** | 7.9 (824 reviews) ✓ Verified | 7.3 (62 reviews) ✓ Verified | 
| **Marketing ROI Analytics** | 7.6 (642 reviews) ✓ Verified | 7.3 (54 reviews) ✓ Verified | 
| **Email Management** | Not enough data | Not enough data | 
| **File Management** | Not enough data | Not enough data | 
| **Deal Management** | Not enough data | Not enough data | 

#### Customer Support

| Feature | Dynamics 365 Sales | Sage CRM | 
|---|---|---|
| **Case Management** | 8.0 (708 reviews) ✓ Verified | 7.4 (60 reviews) ✓ Verified | 
| **Customer Support Portal** | 7.8 (672 reviews) ✓ Verified | 7.5 (56 reviews) ✓ Verified | 
| **Knowledge Base** | 7.9 (694 reviews) ✓ Verified | 7.5 (62 reviews) ✓ Verified | 
| **Call Center Features** | 7.7 (603 reviews) ✓ Verified | 7.4 (53 reviews) ✓ Verified | 
| **Support Analytics** | 7.9 (630 reviews) ✓ Verified | 7.1 (56 reviews) ✓ Verified | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Opportunity Management** | Not enough data | Not enough data | 
| **Sales Pipeline Management** | Not enough data | Not enough data | 
| **Reporting/Analytics** | Not enough data | Not enough data | 
| **Calendar Management** | Not enough data | Not enough data | 
| **Pipeline Management** | Not enough data | Not enough data | 
| **Content Management** | Not enough data | Not enough data | 
| **Communication Management** | Not enough data | Not enough data | 
| **Visual Analytics** | Not enough data | Not enough data | 
| **Template Management** | Not enough data | Not enough data | 
| **Predictive Analytics** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **Channel Management** | Not enough data | Not enough data | 
| **Commission Management** | Not enough data | Not enough data | 
| **Field Sales Management** | Not enough data | Not enough data | 

#### Reporting & Analytics

| Feature | Dynamics 365 Sales | Sage CRM | 
|---|---|---|
| **Reporting** | 7.9 (897 reviews) ✓ Verified | 7.7 (76 reviews) ✓ Verified | 
| **Dashboards** | 7.9 (946 reviews) ✓ Verified | 7.9 (67 reviews) ✓ Verified | 
| **Forecasting** | 7.7 (784 reviews) ✓ Verified | 7.0 (62 reviews) ✓ Verified | 

#### Mobile & Social

| Feature | Dynamics 365 Sales | Sage CRM | 
|---|---|---|
| **Social Collaboration Features** | 7.5 (556 reviews) ✓ Verified | Feature Not Available | 
| **Social Network Integration** | 7.6 (550 reviews) ✓ Verified | Feature Not Available | 
| **Mobile User Support** | 7.4 (621 reviews) ✓ Verified | 6.5 (50 reviews) ✓ Verified | 
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **Social Media Integration** | Not enough data | Not enough data | 
| **Customer Support** | Not enough data | Not enough data | 
| **Multi-Channel Social Integration** | Not enough data | Not enough data | 

#### Platform

| Feature | Dynamics 365 Sales | Sage CRM | 
|---|---|---|
| **Customization** | 8.1 (294 reviews) ✓ Verified | 7.4 (38 reviews) ✓ Verified | 
| **Workflow Capability** | 8.1 (310 reviews) ✓ Verified | 7.2 (42 reviews) ✓ Verified | 
| **User, Role, and Access Management** | 8.2 (303 reviews) ✓ Verified | 7.9 (39 reviews) ✓ Verified | 
| **Internationalization** | 7.9 (228 reviews) ✓ Verified | 7.7 (32 reviews) ✓ Verified | 
| **Sandbox / Test Environments** | 7.9 (250 reviews) ✓ Verified | 8.0 (27 reviews) | 
| **Document & Content Mgmt.** | 7.9 (278 reviews) ✓ Verified | 7.1 (38 reviews) ✓ Verified | 
| **Performance and Reliability** | 7.7 (293 reviews) ✓ Verified | 7.3 (38 reviews) ✓ Verified | 
| **Output Document Generation** | 7.8 (255 reviews) ✓ Verified | 7.4 (39 reviews) ✓ Verified | 
| **Mobile Access** | Not enough data | Not enough data | 
| **Lead Generation** | Not enough data | Not enough data | 

#### Integration

| Feature | Dynamics 365 Sales | Sage CRM | 
|---|---|---|
| **Data Import & Export Tools** | 7.9 (298 reviews) ✓ Verified | 7.6 (41 reviews) ✓ Verified | 
| **Integration APIs** | 7.8 (235 reviews) ✓ Verified | 7.6 (34 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | 7.6 (240 reviews) ✓ Verified | 7.3 (33 reviews) ✓ Verified | 
| **Third-Party Integration** | Not enough data | Not enough data | 
| **Internal Chat Integration** | Not enough data | Not enough data | 
| **Collaboration Tools** | Not enough data | Not enough data | 
| **Prospecting Tools** | Not enough data | Not enough data | 
| **Real-Time Data** | Not enough data | Not enough data | 

#### Generative AI

| Feature | Dynamics 365 Sales | Sage CRM | 
|---|---|---|
| **AI Text Generation** | 7.9 (18 reviews) | 8.1 (15 reviews) | 
| **Generative AI** | Not enough data | Not enough data | 
| **Proposal Generation** | Not enough data | Not enough data | 

#### Agentic AI - CRM

| Feature | Dynamics 365 Sales | Sage CRM | 
|---|---|---|
| **Autonomous Task Execution** | 8.3 (5 reviews) | 7.7 (5 reviews) | 
| **Multi-step Planning** | 7.7 (5 reviews) | Not enough data | 
| **Cross-system Integration** | 8.3 (9 reviews) | 7.8 (6 reviews) | 
| **Adaptive Learning** | 9.0 (5 reviews) | Not enough data | 
| **Natural Language Interaction** | 8.3 (5 reviews) | Not enough data | 
| **Proactive Assistance** | 9.0 (5 reviews) | Not enough data | 
| **Decision Making** | 9.0 (5 reviews) | 8.7 (5 reviews) | 
| **Calendar/Reminder System** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Dynamics 365 Sales | Sage CRM | 
|---|---|---|
| **Search/Filter** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **Lead Capture** | Not enough data | Not enough data | 
| **Batch Processing** | Not enough data | Not enough data | 
| **Email Tracking** | Not enough data | Not enough data | 
| **Tagging** | Not enough data | Not enough data | 
| **Pipeline Reports** | Not enough data | Not enough data | 
| **Drag & Drop** | Not enough data | Not enough data | 
| **Segmentation** | Not enough data | Not enough data | 
| **Customizable Fields** | Not enough data | Not enough data | 
| **Role-Based Permissions** | Not enough data | Not enough data | 
| **Interaction Tracking** | Not enough data | Not enough data | 
| **CRM** | Not enough data | Not enough data | 
| **Document Storage** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Contact Database** | Not enough data | Not enough data | 
| **Referral Tracking** | Not enough data | Not enough data | 
| **Quotes/Estimates** | Not enough data | Not enough data | 
| **Multi-Channel Communication** | Not enough data | Not enough data | 
| **Lead Qualification** | Not enough data | Not enough data | 
| **Marketing Automation** | Not enough data | Not enough data | 
| **Email Templates** | Not enough data | Not enough data | 
| **Sales Reports** | Not enough data | Not enough data | 
| **Customer Journey Mapping** | Not enough data | Not enough data | 
| **Reminders** | Not enough data | Not enough data | 
| **Lead Scoring** | Not enough data | Not enough data | 
| **Data Security** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **Calendar Sync** | Not enough data | Not enough data | 
| **For Startups** | Not enough data | Not enough data | 
| **Performance Metrics** | Not enough data | Not enough data | 
| **Sales Trend Analysis** | Not enough data | Not enough data | 
| **For iPad Devices** | Not enough data | Not enough data | 
| **Customizable Templates** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **For Mac Devices** | Not enough data | Not enough data | 
| **Landing Pages/Web Forms** | Not enough data | Not enough data | 
| **Lead Nurturing** | Not enough data | Not enough data | 
| **Gamification** | Not enough data | Not enough data | 
| **Prioritization** | Not enough data | Not enough data | 
| **Web-based Deployment** | Not enough data | Not enough data | 
| **Softphone** | Not enough data | Not enough data | 
| **Single Sign On** | Not enough data | Not enough data | 
| **Customer Database** | Not enough data | Not enough data | 
| **Event Triggered Actions** | Not enough data | Not enough data | 
| **Mobile App** | Not enough data | Not enough data | 
| **Email Sequences** | Not enough data | Not enough data | 
| **Customer Segmentation** | Not enough data | Not enough data | 
| **Lead Assignment** | Not enough data | Not enough data | 
| **For Small Businesses** | Not enough data | Not enough data | 
| **Live Chat** | Not enough data | Not enough data | 
| **Business Card/Badge Scanning** | Not enough data | Not enough data | 
| **Data Visualization** | Not enough data | Not enough data | 
| **Customer Social Profiles** | Not enough data | Not enough data | 
| **Social Promotion** | Not enough data | Not enough data | 
| **Monitoring** | Not enough data | Not enough data | 
| **Engagement Tracking** | Not enough data | Not enough data | 
| **Social Media Monitoring** | Not enough data | Not enough data | 
| **Customer Engagement** | Not enough data | Not enough data | 
| **Sentiment Analysis** | Not enough data | Not enough data | 
| **Brand Tracking** | Not enough data | Not enough data | 
| **Audience Targeting** | Not enough data | Not enough data | 
| **Workflow Automation** | Not enough data | Not enough data | 

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | 8.6/10 | 23 |
| **Sage CRM** | N/A | N/A |

#### Agentic AI - Sales Analytics

| Feature | Dynamics 365 Sales | Sage 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 | 
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **CRM Integration** | Not enough data | Not enough data | 

#### Data Sourcing

| Feature | Dynamics 365 Sales | Sage CRM | 
|---|---|---|
| **Data Sourcing** | 8.7 (22 reviews) | Not enough data | 
| **Exporting & Sharing Data** | 8.4 (22 reviews) | Not enough data | 
| **Multi-Device Data Visualization** | 8.3 (21 reviews) | Not enough data | 
| **Interactive Dashboards** | 8.2 (22 reviews) | Not enough data | 
| **Data Segmentation** | 8.7 (21 reviews) | Not enough data | 

#### Predictive Analytics

| Feature | Dynamics 365 Sales | Sage CRM | 
|---|---|---|
| **Lead Scoring** | 8.7 (21 reviews) | Not enough data | 
| **Opportunity Scoring** | 8.7 (20 reviews) | Not enough data | 
| **Risk Analysis** | 8.4 (20 reviews) | Not enough data | 
| **Live Forecasting** | 8.4 (20 reviews) | Not enough data | 
| **Budgeting/Forecasting** | Not enough data | Not enough data | 
| **Correlation Analysis** | Not enough data | Not enough data | 
| **Competitive Analysis** | Not enough data | Not enough data | 
| **Sales Trend Analysis** | Not enough data | Not enough data | 
| **Statistical Analysis** | Not enough data | Not enough data | 

#### Sales Management

| Feature | Dynamics 365 Sales | Sage CRM | 
|---|---|---|
| **Live Pipeline Management** | 8.8 (21 reviews) | Not enough data | 
| **Sales Gamification** | 8.8 (20 reviews) | Not enough data | 
| **Account-Based Analytics** | 8.4 (21 reviews) | Not enough data | 
| **Activity Tracking** | 8.7 (21 reviews) | Not enough data | 
| **Predictive Analytics** | Not enough data | Not enough data | 
| **Visual Analytics** | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | 
| **Contact Management** | Not enough data | Not enough data | 
| **Lead Management** | Not enough data | Not enough data | 
| **Opportunity Management** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Dynamics 365 Sales | Sage CRM | 
|---|---|---|
| **Dynamic Modeling** | Not enough data | Not enough data | 
| **Lead Qualification** | Not enough data | Not enough data | 
| **Lead Capture** | Not enough data | Not enough data | 
| **Real-Time Reporting** | Not enough data | Not enough data | 
| **Contact Database** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **Role-Based Permissions** | Not enough data | Not enough data | 
| **Collaboration Tools** | Not enough data | Not enough data | 
| **Dashboard Creation** | Not enough data | Not enough data | 
| **Modeling & Simulation** | Not enough data | Not enough data | 
| **Exception Reporting** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Sales Reports** | Not enough data | Not enough data | 
| **Performance Metrics** | Not enough data | Not enough data | 
| **"What If" Scenarios** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Graphical Data Presentation** | Not enough data | Not enough data | 
| **Drag & Drop** | Not enough data | Not enough data | 
| **Access Controls/Permissions** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Business Process Control** | Not enough data | Not enough data | 
| **Multi-Currency** | Not enough data | Not enough data | 
| **Pipeline Reports** | Not enough data | Not enough data | 

### Sales Coaching

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

#### Agentic AI - Sales Coaching

| Feature | Dynamics 365 Sales | Sage 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 | 
| **AI/Machine Learning** | Not enough data | Not enough data | 
| **Third-Party Integrations** | Not enough data | Not enough data | 

#### Training

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

#### Additional Functionality

| Feature | Dynamics 365 Sales | Sage CRM | 
|---|---|---|
| **Performance Metrics** | Not enough data | Not enough data | 
| **Feedback Management** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **Mobile Access** | Not enough data | Not enough data | 
| **Collaboration Tools** | Not enough data | Not enough data | 
| **Gamification** | Not enough data | Not enough data | 
| **Automatic Transcription** | Not enough data | Not enough data | 
| **Call Recording** | Not enough data | Not enough data | 
| **Sales Reports** | Not enough data | Not enough data | 
| **Real-Time Analytics** | Not enough data | Not enough data | 
| **Commenting/Notes** | Not enough data | Not enough data | 
| **Built-in Course Authoring** | Not enough data | Not enough data | 
| **Learning Paths/Tracks** | Not enough data | Not enough data | 
| **Assessment Management** | Not enough data | Not enough data | 
| **Video Conferencing** | Not enough data | Not enough data | 
| **Conversation Intelligence** | Not enough data | Not enough data | 
| **Call Monitoring** | Not enough data | Not enough data | 
| **Goal Setting/Tracking** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Learning Management** | Not enough data | Not enough data | 
| **Content Management** | Not enough data | Not enough data | 
| **Training Management** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **Content Library** | Not enough data | Not enough data | 
| **Recommendations** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **Call Tracking** | Not enough data | Not enough data | 
| **Performance Management** | Not enough data | Not enough data | 
| **Onboarding** | Not enough data | Not enough data | 
| **Search/Filter** | Not enough data | Not enough data | 

---
## 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)



---
## Reviewer Demographics

### By Company Size

| Segment | Dynamics 365 Sales | Sage CRM | 
|---|---|---|
| **Small-Business** | 31.1% | 42.1% | 
| **Mid-Market** | 39.5% | 46.8% | 
| **Enterprise** | 29.5% | 11.1% | 

### By Industry

#### Dynamics 365 Sales

- **Information Technology and Services:** 12.7%
- **Computer Software:** 8.3%
- **Marketing and Advertising:** 3.9%
- **Retail:** 3.9%
- **Financial Services:** 3.9%
- **Accounting:** 2.8%
- **Non-Profit Organization Management:** 2.3%
- **Education Management:** 2.3%
- **Real Estate:** 2.3%
- **Insurance:** 2.3%
- **Other:** 55.3%

#### Sage CRM

- **Information Technology and Services:** 12.7%
- **Computer Software:** 11.9%
- **Accounting:** 4.0%
- **Telecommunications:** 3.2%
- **Logistics and Supply Chain:** 3.2%
- **Automotive:** 3.2%
- **Retail:** 3.2%
- **Marketing and Advertising:** 3.2%
- **Financial Services:** 3.2%
- **Management Consulting:** 2.4%
- **Other:** 50.0%

---
## 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 (27564 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14802 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (14347 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (5048 reviews)
- [Outreach](https://www.g2.com/products/outreach/reviews) — 4.3/5 stars (3652 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2951 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1455 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1236 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1158 reviews)
- [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) — 4.2/5 stars (1003 reviews)

### Alternatives to Sage CRM

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (27564 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (14347 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (5048 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2951 reviews)
- [Nimble CRM](https://www.g2.com/products/nimble/reviews) — 4.5/5 stars (1114 reviews)
- [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) — 4.2/5 stars (1003 reviews)
- [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (953 reviews)
- [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) — 4.2/5 stars (946 reviews)
- [Sugar Sell](https://www.g2.com/products/sugar-sell/reviews) — 3.8/5 stars (776 reviews)
- [Maximizer](https://www.g2.com/products/maximizer/reviews) — 4.0/5 stars (672 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."

### Sage CRM

- Title: [Do you plan on creating a better user guide than what is currently out there?](https://www.g2.com/discussions/do-you-plan-on-creating-a-better-user-guide-than-what-is-currently-out-there) — 1 comment, 1 upvote
  > **Top comment:** "Hi Dennis
A good question. My answer here would be to contact a SAGE CRM consultant to do some training for you, either as a webex or onsite. This is always..."

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