# Dynamics 365 Sales vs Scratchpad Comparison

| | Dynamics 365 Sales | Scratchpad | 
|---|---|---|
| **Star Rating** | 3.8 out of 5 | 4.8 out of 5 | 
| **Total Reviews** | 1,618 | 1,493 | 
| **Largest Market Segment** | Mid-Market (39.4% of reviews) | Mid-Market (57.6% of reviews) | 
| **Entry Level Price** | $210/month per user | $0.00 Per Month | 

---
## Top Pros & Cons

### Dynamics 365 Sales

Pros:
- Ease of Use (21 reviews)
- Integrations (11 reviews)

Cons:
- Learning Curve (13 reviews)
- Complexity (8 reviews)

### Scratchpad

Pros:
- Ease of Use (16 reviews)
- Helpful (12 reviews)

Cons:
- Expensive (3 reviews)
- Complexity (2 reviews)

---
## Ratings Comparison
| Rating | Dynamics 365 Sales | Scratchpad | 
|---|---|---|
  | **Meets Requirements** | 8.1 (1291 reviews) | 9.2 (975 reviews) | 
  | **Ease of Use** | 7.4 (1297 reviews) | 9.6 (986 reviews) | 
  | **Ease of Setup** | 7.2 (417 reviews) | 9.4 (114 reviews) | 
  | **Ease of Admin** | 7.6 (385 reviews) | 9.0 (76 reviews) | 
  | **Quality of Support** | 7.5 (1132 reviews) | 9.7 (896 reviews) | 
  | **Has the product been a good partner in doing business?** | 7.8 (380 reviews) | 9.6 (76 reviews) | 
  | **Product Direction (% positive)** | 6.3 (1268 reviews) | 9.3 (822 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

### Scratchpad

#### Entry-Level Pricing

Plan: Free

Price: $0.00 Per Month

Key Features:
- Prompt builder
- Prompt manager
- 3 AI sales sheets

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

#### Free Trial

Yes

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | 7.9/10 | 1201 |
| **Scratchpad** | N/A | N/A |

#### Sales Force Automation

| Feature | Dynamics 365 Sales | Scratchpad | 
|---|---|---|
| **Contact & Account Management** | 8.1 (965 reviews) ✓ Verified | Not enough data | 
| **Partner Relationship Mgmt. (PRM)** | 7.9 (679 reviews) ✓ Verified | Not enough data | 
| **Opportunity & Pipeline Mgmt.** | 7.9 (905 reviews) ✓ Verified | Not enough data | 
| **Task / Activity Management** | 7.8 (971 reviews) ✓ Verified | Not enough data | 
| **Territory & Quota Management** | 7.6 (736 reviews) ✓ Verified | Not enough data | 
| **Desktop Integration** | 7.9 (869 reviews) ✓ Verified | Not enough data | 
| **Product & Price List Management** | 7.6 (730 reviews) ✓ Verified | Not enough data | 
| **Quote & Order Management** | 7.8 (721 reviews) ✓ Verified | Not enough data | 
| **Customer Contract Management** | 8.0 (768 reviews) ✓ Verified | Not enough data | 

#### Marketing Automation

| Feature | Dynamics 365 Sales | Scratchpad | 
|---|---|---|
| **Email Marketing** | 7.6 (754 reviews) ✓ Verified | Not enough data | 
| **Campaign Management** | 7.5 (732 reviews) ✓ Verified | Not enough data | 
| **Lead Management** | 7.8 (822 reviews) ✓ Verified | Not enough data | 
| **Marketing ROI Analytics** | 7.6 (642 reviews) ✓ Verified | Not enough data | 

#### Customer Support

| Feature | Dynamics 365 Sales | Scratchpad | 
|---|---|---|
| **Case Management** | 8.0 (708 reviews) ✓ Verified | Not enough data | 
| **Customer Support Portal** | 7.8 (672 reviews) ✓ Verified | Not enough data | 
| **Knowledge Base** | 7.9 (694 reviews) ✓ Verified | Not enough data | 
| **Call Center Features** | 7.7 (603 reviews) ✓ Verified | Not enough data | 
| **Support Analytics** | 7.9 (630 reviews) ✓ Verified | Not enough data | 

#### Reporting & Analytics

| Feature | Dynamics 365 Sales | Scratchpad | 
|---|---|---|
| **Reporting** | 7.9 (896 reviews) ✓ Verified | Not enough data | 
| **Dashboards** | 7.9 (946 reviews) ✓ Verified | Not enough data | 
| **Forecasting** | 7.7 (783 reviews) ✓ Verified | Not enough data | 

#### Mobile & Social

| Feature | Dynamics 365 Sales | Scratchpad | 
|---|---|---|
| **Social Collaboration Features** | 7.5 (556 reviews) ✓ Verified | Not enough data | 
| **Social Network Integration** | 7.6 (550 reviews) ✓ Verified | Not enough data | 
| **Mobile User Support** | 7.4 (620 reviews) ✓ Verified | Not enough data | 

#### Platform

| Feature | Dynamics 365 Sales | Scratchpad | 
|---|---|---|
| **Customization** | 8.1 (293 reviews) ✓ Verified | Not enough data | 
| **Workflow Capability** | 8.1 (308 reviews) ✓ Verified | Not enough data | 
| **User, Role, and Access Management** | 8.2 (302 reviews) ✓ Verified | Not enough data | 
| **Internationalization** | 7.9 (227 reviews) ✓ Verified | Not enough data | 
| **Sandbox / Test Environments** | 7.9 (249 reviews) ✓ Verified | Not enough data | 
| **Document & Content Mgmt.** | 7.8 (276 reviews) ✓ Verified | Not enough data | 
| **Performance and Reliability** | 7.7 (292 reviews) ✓ Verified | Not enough data | 
| **Output Document Generation** | 7.8 (254 reviews) ✓ Verified | Not enough data | 

#### Integration

| Feature | Dynamics 365 Sales | Scratchpad | 
|---|---|---|
| **Data Import & Export Tools** | 7.9 (297 reviews) ✓ Verified | Not enough data | 
| **Integration APIs** | 7.8 (234 reviews) ✓ Verified | Not enough data | 
| **Breadth of Partner Applications** | 7.6 (239 reviews) ✓ Verified | Not enough data | 

#### Generative AI

| Feature | Dynamics 365 Sales | Scratchpad | 
|---|---|---|
| **AI Text Generation** | 8.1 (18 reviews) | Not enough data | 

#### Agentic AI - CRM

| Feature | Dynamics 365 Sales | Scratchpad | 
|---|---|---|
| **Autonomous Task Execution** | 8.0 (5 reviews) | Not enough data | 
| **Multi-step Planning** | 6.7 (5 reviews) | Not enough data | 
| **Cross-system Integration** | 7.7 (8 reviews) | Not enough data | 
| **Adaptive Learning** | 9.0 (5 reviews) | Not enough data | 
| **Natural Language Interaction** | 8.3 (5 reviews) | Not enough data | 
| **Proactive Assistance** | 8.7 (5 reviews) | Not enough data | 
| **Decision Making** | 8.3 (5 reviews) | Not enough data | 

### AI Sales Assistant

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | N/A | N/A |
| **Scratchpad** | 8.4/10 | 190 |

#### Lead Facilitation

| Feature | Dynamics 365 Sales | Scratchpad | 
|---|---|---|
| **Customer-facing Chatbot** | Not enough data | 7.7 (53 reviews) | 
| **Lead Qualification** | Not enough data | 8.8 (61 reviews) | 
| **Lead Follow-up** | Not enough data | 8.8 (72 reviews) | 
| **Meeting Scheduling ** | Not enough data | 8.3 (61 reviews) | 

#### Organization

| Feature | Dynamics 365 Sales | Scratchpad | 
|---|---|---|
| **Opportunity and Pipeline Management ** | Not enough data | 9.6 (168 reviews) | 
| **Data Entry** | Not enough data | 9.7 (162 reviews) | 
| **Integrations / APIs** | Not enough data | 9.1 (124 reviews) | 

#### Performance Analysis

| Feature | Dynamics 365 Sales | Scratchpad | 
|---|---|---|
| **Coaching ** | Not enough data | 8.3 (68 reviews) | 
| **Peformance Tracking** | Not enough data | 8.6 (81 reviews) | 

#### Sales Analysis

| Feature | Dynamics 365 Sales | Scratchpad | 
|---|---|---|
| **ROI Forecasting ** | Not enough data | 8.6 (75 reviews) | 
| **Sales Forecasting ** | Not enough data | 9.5 (111 reviews) | 

#### Generative AI

| Feature | Dynamics 365 Sales | Scratchpad | 
|---|---|---|
| **AI Text Generation** | Not enough data | 6.6 (17 reviews) | 
| **AI Text Summarization** | Not enough data | 6.2 (17 reviews) | 

#### Agentic AI - AI Sales Assistant

| Feature | Dynamics 365 Sales | Scratchpad | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **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 | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Sales Engagement

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | N/A | N/A |
| **Scratchpad** | 7.1/10 | 206 |

#### Integrated Workflows

| Feature | Dynamics 365 Sales | Scratchpad | 
|---|---|---|
| **Task Management** | Not enough data | 8.9 (182 reviews) | 
| **Email Tracking/Automation** | Not enough data | 6.4 (116 reviews) | 
| **Calls and Voice** | Not enough data | 5.0 (100 reviews) | 
| **Other Outreach Options ** | Not enough data | 6.4 (85 reviews) | 
| **CRM Integration** | Not enough data | 9.5 (195 reviews) | 
| **Calendar** | Not enough data | 7.6 (130 reviews) | 
| **Shared Records** | Not enough data | 8.6 (148 reviews) | 

#### Repeatability and Reportability

| Feature | Dynamics 365 Sales | Scratchpad | 
|---|---|---|
| **Content Management** | Not enough data | 7.9 (143 reviews) | 
| **Workflow Management** | Not enough data | 9.0 (171 reviews) | 
| **Workflow Performance** | Not enough data | 8.8 (155 reviews) | 
| **Sales Coaching and Insights** | Not enough data | 7.2 (118 reviews) | 
| **Gamification** | Not enough data | 5.6 (96 reviews) | 

#### AI and Automation

| Feature | Dynamics 365 Sales | Scratchpad | 
|---|---|---|
| **Lead Prioritization** | Not enough data | 7.8 (129 reviews) | 
| **Lead Scoring** | Not enough data | 7.0 (110 reviews) | 
| **Best Time of Day Scheduling** | Not enough data | 6.1 (95 reviews) | 
| **Buyer Intelligence** | Not enough data | 5.5 (94 reviews) | 
| **Machine Learning** | Not enough data | 5.5 (95 reviews) | 

#### Generative AI

| Feature | Dynamics 365 Sales | Scratchpad | 
|---|---|---|
| **AI Text Generation** | Not enough data | 5.4 (74 reviews) | 

#### Agentic AI - Sales Engagement

| Feature | Dynamics 365 Sales | Scratchpad | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **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 | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Conversation Intelligence

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | N/A | N/A |
| **Scratchpad** | 4.3/10 | 6 |

#### Call Analytics

| Feature | Dynamics 365 Sales | Scratchpad | 
|---|---|---|
| **Call Recording** | Not enough data | 4.3 (5 reviews) | 
| **Machine Learning** | Not enough data | 4.7 (6 reviews) | 
| **Call Analysis** | Not enough data | 3.3 (6 reviews) | 
| **Lead Qualification** | Not enough data | 3.9 (6 reviews) | 

#### Artificial Intelligence - Conversation Intelligence

| Feature | Dynamics 365 Sales | Scratchpad | 
|---|---|---|
| **Customer Scoring** | Not enough data | 3.3 (6 reviews) | 
| **Speech-to-Text** | Not enough data | 6.0 (5 reviews) | 
| **Sentiment Analysis** | Not enough data | Not enough data | 

#### Generative AI

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

#### Agentic AI - Conversation Intelligence

| Feature | Dynamics 365 Sales | Scratchpad | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **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 | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Sales Performance Management

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | N/A | N/A |
| **Scratchpad** | 8.2/10 | 432 |

#### Agentic AI - Sales Performance Management

| Feature | Dynamics 365 Sales | Scratchpad | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

#### Incentives

| Feature | Dynamics 365 Sales | Scratchpad | 
|---|---|---|
| **Badges** | Not enough data | Feature Not Available | 
| **Triggers** | Not enough data | 7.3 (148 reviews) | 
| **Commission Calculator** | Not enough data | Feature Not Available | 
| **Leaderboards** | Not enough data | 7.0 (131 reviews) | 

#### Personalization

| Feature | Dynamics 365 Sales | Scratchpad | 
|---|---|---|
| **Profiles** | Not enough data | Feature Not Available | 
| **Custom Reports** | Not enough data | 8.9 (262 reviews) | 
| **Dashboards** | Not enough data | 9.1 (264 reviews) | 
| **Goal Setting** | Not enough data | 8.0 (167 reviews) | 

#### Administrative

| Feature | Dynamics 365 Sales | Scratchpad | 
|---|---|---|
| **Integration** | Not enough data | 9.4 (282 reviews) | 
| **Employee Structure** | Not enough data | 8.2 (149 reviews) | 
| **Behavior Monitoring** | Not enough data | 7.9 (145 reviews) | 

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | 8.5/10 | 22 |
| **Scratchpad** | 8.3/10 | 48 |

#### Agentic AI - Sales Analytics

| Feature | Dynamics 365 Sales | Scratchpad | 
|---|---|---|
| **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 | Scratchpad | 
|---|---|---|
| **Data Sourcing** | 8.7 (21 reviews) | 8.3 (42 reviews) | 
| **Exporting & Sharing Data** | 8.5 (21 reviews) | 8.0 (42 reviews) | 
| **Multi-Device Data Visualization** | 8.4 (20 reviews) | 7.4 (38 reviews) | 
| **Interactive Dashboards** | 8.1 (21 reviews) | 9.1 (46 reviews) | 
| **Data Segmentation** | 8.7 (20 reviews) | 9.2 (40 reviews) | 

#### Predictive Analytics

| Feature | Dynamics 365 Sales | Scratchpad | 
|---|---|---|
| **Lead Scoring** | 8.7 (20 reviews) | 7.1 (39 reviews) | 
| **Opportunity Scoring** | 8.6 (19 reviews) | 8.5 (39 reviews) | 
| **Risk Analysis** | 8.3 (19 reviews) | 8.1 (38 reviews) | 
| **Live Forecasting** | 8.3 (19 reviews) | 8.6 (43 reviews) | 

#### Sales Management

| Feature | Dynamics 365 Sales | Scratchpad | 
|---|---|---|
| **Live Pipeline Management** | 8.8 (20 reviews) | 9.3 (46 reviews) | 
| **Sales Gamification** | 8.7 (19 reviews) | 7.1 (40 reviews) | 
| **Account-Based Analytics** | 8.5 (20 reviews) | 8.4 (41 reviews) | 
| **Activity Tracking** | 8.7 (20 reviews) | 8.6 (43 reviews) | 

### Sales Coaching

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | 8.6/10 | 6 |
| **Scratchpad** | 8.0/10 | 7 |

#### Agentic AI - Sales Coaching

| Feature | Dynamics 365 Sales | Scratchpad | 
|---|---|---|
| **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 | Scratchpad | 
|---|---|---|
| **Knowledge Base** | 8.9 (6 reviews) | 9.2 (6 reviews) | 
| **Coaching Materials** | 8.6 (6 reviews) | 7.9 (7 reviews) | 
| **Playbook Creation** | 7.5 (6 reviews) | 8.1 (6 reviews) | 
| **Video Record** | 8.6 (6 reviews) | Not enough data | 

#### Feedback

| Feature | Dynamics 365 Sales | Scratchpad | 
|---|---|---|
| **Review** | 8.9 (6 reviews) | 8.3 (5 reviews) | 
| **Scorecard** | 8.9 (6 reviews) | 6.3 (5 reviews) | 
| **Coaching Card** | 8.6 (6 reviews) | 8.3 (5 reviews) | 
| **Leaderboard** | 9.2 (6 reviews) | 6.0 (5 reviews) | 
| **Real-Time Updates** | 8.6 (6 reviews) | 10.0 (7 reviews) | 
| **Notifications** | 8.6 (6 reviews) | 8.3 (5 reviews) | 
| **Competition** | 8.6 (6 reviews) | 7.5 (6 reviews) | 

#### Generative AI

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

### Productivity Bots

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | N/A | N/A |
| **Scratchpad** | N/A | N/A |

#### Agentic AI - Productivity Bots

| Feature | Dynamics 365 Sales | Scratchpad | 
|---|---|---|
| **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 | 
| **Decision Making** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (2):** [Sales Analytics Software](https://www.g2.com/categories/sales-analytics), [Sales Coaching Software](https://www.g2.com/categories/sales-coaching)

**Unique to Dynamics 365 Sales (1):** [CRM Software](https://www.g2.com/categories/crm)

**Unique to Scratchpad (5):** [Sales Engagement Software](https://www.g2.com/categories/sales-engagement), [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant), [Productivity Bots Software](https://www.g2.com/categories/productivity-bots), [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management), [Conversation Intelligence Software](https://www.g2.com/categories/conversation-intelligence)


---
## Reviewer Demographics

### By Company Size

| Segment | Dynamics 365 Sales | Scratchpad | 
|---|---|---|
| **Small-Business** | 31.0% | 21.5% | 
| **Mid-Market** | 39.4% | 57.6% | 
| **Enterprise** | 29.6% | 21.0% | 

### 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%

#### Scratchpad

- **Computer Software:** 45.5%
- **Information Technology and Services:** 19.0%
- **Financial Services:** 4.2%
- **Marketing and Advertising:** 3.1%
- **Telecommunications:** 2.3%
- **Internet:** 2.2%
- **Computer & Network Security:** 1.9%
- **Human Resources:** 1.4%
- **Accounting:** 1.2%
- **Construction:** 1.2%
- **Other:** 17.9%

---
## 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 (25779 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14682 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13790 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3038 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2926 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1426 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1231 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1156 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 (950 reviews)

### Alternatives to Scratchpad

- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13790 reviews)
- [Clari](https://www.g2.com/products/clari/reviews) — 4.6/5 stars (5601 reviews)
- [Weflow](https://www.g2.com/products/weflow/reviews) — 4.7/5 stars (104 reviews)
- [Gong](https://www.g2.com/products/gong/reviews) — 4.7/5 stars (6625 reviews)
- [Outreach](https://www.g2.com/products/outreach/reviews) — 4.3/5 stars (3568 reviews)
- [Backstory](https://www.g2.com/products/people-ai-backstory/reviews) — 4.5/5 stars (630 reviews)
- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25779 reviews)
- [Aviso](https://www.g2.com/products/aviso/reviews) — 4.4/5 stars (968 reviews)
- [Salesloft](https://www.g2.com/products/salesloft/reviews) — 4.5/5 stars (4287 reviews)
- [Apollo.io](https://www.g2.com/products/apollo-io/reviews) — 4.7/5 stars (9646 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."

### Scratchpad

- Title: [What's a scratchpad?](https://www.g2.com/discussions/what-s-a-scratchpad) — 8 comments
  > **Top comment:** "A sales pipeline management tool. "
- Title: [How do you get Scratchpad on Google Chrome?](https://www.g2.com/discussions/how-do-you-get-scratchpad-on-google-chrome) — 3 comments
  > **Top comment:** "Go to the Chrome Web Store: 
https://chrome.google.com/webstore/detail/scratchpad/amfkipihkmaplngfikedhgfmjndaboep?hl=en

Click install.

Recommend:..."
- Title: [What does Scratchpad do?](https://www.g2.com/discussions/what-does-scratchpad-do) — 2 comments
  > **Top comment:** "Scratchpad makes salesforce tolerable. If you are in sales or sales management you need to get it and use it. Take your updates from many clicks and..."
- Title: [Can I share my scratch pad with the other users in org](https://www.g2.com/discussions/can-i-share-my-scratch-pad-with-the-other-users-in-org) — 2 comments, 1 upvote
  > **Top comment:** "Absolutely! There is an invite button on the bottom lefthand corner. "
- Title: [How can I connect Scratchpad into other services (Slack, Confluence, Jira, Zendesk, etc), easily.](https://www.g2.com/discussions/how-can-i-connect-scratchpad-into-other-services-slack-confluence-jira-zendesk-etc-easily) — 1 comment, 1 upvote
  > **Top comment:** "Great question Craig! We designed Scratchpad to make Salesforce your primary source of truth, rather than just an aspirational statement. This means that all..."

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