# Dynamics 365 Sales vs Upsales Sales and Marketing Platform Comparison | | Dynamics 365 Sales | Upsales Sales and Marketing Platform | |---|---|---| | **Star Rating** | 3.8 out of 5 | 4.5 out of 5 | | **Total Reviews** | 1,623 | 181 | | **Largest Market Segment** | Mid-Market (39.5% of reviews) | Small-Business (71.1% of reviews) | | **Entry Level Price** | $210/month per user | Free Trial 30 users (14 days) | --- ## Top Pros & Cons ### Dynamics 365 Sales Pros: - Ease of Use (21 reviews) - Integrations (11 reviews) Cons: - Learning Curve (13 reviews) - Complexity (8 reviews) ### Upsales Sales and Marketing Platform Pros: - Ease of Use (3 reviews) - Lead Management (3 reviews) Cons: - Limited Customization (4 reviews) - Learning Curve (3 reviews) --- ## Ratings Comparison | Rating | Dynamics 365 Sales | Upsales Sales and Marketing Platform | |---|---|---| | **Meets Requirements** | 8.1 (1295 reviews) | 8.5 (128 reviews) | | **Ease of Use** | 7.5 (1301 reviews) | 8.8 (130 reviews) | | **Ease of Setup** | 7.2 (421 reviews) | 8.4 (44 reviews) | | **Ease of Admin** | 7.6 (386 reviews) | 8.6 (40 reviews) | | **Quality of Support** | 7.5 (1136 reviews) | 8.9 (117 reviews) | | **Has the product been a good partner in doing business?** | 7.8 (381 reviews) | 8.5 (39 reviews) | | **Product Direction (% positive)** | 6.3 (1269 reviews) | 8.4 (120 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 ### Upsales Sales and Marketing Platform #### Entry-Level Pricing Plan: Free trial Price: Free Trial 30 users (14 days) Description: No credit card needed Key Features: - Import ERP data to maximise your trial - Access the entire system [Browse all 2 editions](https://www.g2.com/products/upsales-sales-and-marketing-platform/pricing) #### Free Trial Yes --- ## Features Comparison By Category ### CRM | Product | Score | Reviews | |---|---|---| | **Dynamics 365 Sales** | 7.9/10 | 1205 | | **Upsales Sales and Marketing Platform** | 7.7/10 | 105 | #### Sales Force Automation | Feature | Dynamics 365 Sales | Upsales Sales and Marketing Platform | |---|---|---| | **Contact & Account Management** | 8.1 (967 reviews) ✓ Verified | 8.3 (89 reviews) ✓ Verified | | **Partner Relationship Mgmt. (PRM)** | 7.9 (679 reviews) ✓ Verified | 8.1 (58 reviews) | | **Opportunity & Pipeline Mgmt.** | 7.9 (909 reviews) ✓ Verified | 8.4 (86 reviews) ✓ Verified | | **Task / Activity Management** | 7.8 (973 reviews) ✓ Verified | 8.5 (90 reviews) ✓ Verified | | **Territory & Quota Management** | 7.6 (736 reviews) ✓ Verified | 7.8 (63 reviews) ✓ Verified | | **Desktop Integration** | 7.9 (871 reviews) ✓ Verified | 8.2 (65 reviews) ✓ Verified | | **Product & Price List Management** | 7.6 (730 reviews) ✓ Verified | 7.7 (66 reviews) ✓ Verified | | **Quote & Order Management** | 7.8 (723 reviews) ✓ Verified | 7.8 (68 reviews) ✓ Verified | | **Customer Contract Management** | 8.0 (768 reviews) ✓ Verified | 7.8 (65 reviews) | #### Marketing Automation | Feature | Dynamics 365 Sales | Upsales Sales and Marketing Platform | |---|---|---| | **Email Marketing** | 7.6 (754 reviews) ✓ Verified | 7.5 (68 reviews) ✓ Verified | | **Campaign Management** | 7.5 (732 reviews) ✓ Verified | 7.6 (62 reviews) ✓ Verified | | **Lead Management** | 7.9 (824 reviews) ✓ Verified | 8.2 (67 reviews) ✓ Verified | | **Marketing ROI Analytics** | 7.6 (642 reviews) ✓ Verified | 7.6 (45 reviews) ✓ Verified | #### Customer Support | Feature | Dynamics 365 Sales | Upsales Sales and Marketing Platform | |---|---|---| | **Case Management** | 8.0 (708 reviews) ✓ Verified | 7.8 (55 reviews) | | **Customer Support Portal** | 7.8 (672 reviews) ✓ Verified | 7.9 (40 reviews) | | **Knowledge Base** | 7.9 (694 reviews) ✓ Verified | Feature Not Available | | **Call Center Features** | 7.7 (603 reviews) ✓ Verified | 7.4 (52 reviews) | | **Support Analytics** | 7.9 (630 reviews) ✓ Verified | 7.4 (36 reviews) | #### Reporting & Analytics | Feature | Dynamics 365 Sales | Upsales Sales and Marketing Platform | |---|---|---| | **Reporting** | 7.9 (897 reviews) ✓ Verified | 8.1 (70 reviews) ✓ Verified | | **Dashboards** | 7.9 (946 reviews) ✓ Verified | 8.3 (80 reviews) ✓ Verified | | **Forecasting** | 7.7 (784 reviews) ✓ Verified | 7.7 (69 reviews) ✓ Verified | #### Mobile & Social | Feature | Dynamics 365 Sales | Upsales Sales and Marketing Platform | |---|---|---| | **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 | 7.4 (55 reviews) ✓ Verified | #### Platform | Feature | Dynamics 365 Sales | Upsales Sales and Marketing Platform | |---|---|---| | **Customization** | 8.1 (294 reviews) ✓ Verified | 7.2 (35 reviews) ✓ Verified | | **Workflow Capability** | 8.1 (310 reviews) ✓ Verified | 7.7 (36 reviews) ✓ Verified | | **User, Role, and Access Management** | 8.2 (303 reviews) ✓ Verified | 7.7 (36 reviews) ✓ Verified | | **Internationalization** | 7.9 (228 reviews) ✓ Verified | 7.5 (26 reviews) ✓ Verified | | **Sandbox / Test Environments** | 7.9 (250 reviews) ✓ Verified | 7.1 (24 reviews) ✓ Verified | | **Document & Content Mgmt.** | 7.9 (278 reviews) ✓ Verified | 7.2 (29 reviews) | | **Performance and Reliability** | 7.7 (293 reviews) ✓ Verified | 7.9 (37 reviews) ✓ Verified | | **Output Document Generation** | 7.8 (255 reviews) ✓ Verified | 8.1 (26 reviews) ✓ Verified | #### Integration | Feature | Dynamics 365 Sales | Upsales Sales and Marketing Platform | |---|---|---| | **Data Import & Export Tools** | 7.9 (298 reviews) ✓ Verified | 7.4 (38 reviews) ✓ Verified | | **Integration APIs** | 7.8 (235 reviews) ✓ Verified | 7.4 (30 reviews) ✓ Verified | | **Breadth of Partner Applications** | 7.6 (240 reviews) ✓ Verified | 7.4 (30 reviews) ✓ Verified | #### Generative AI | Feature | Dynamics 365 Sales | Upsales Sales and Marketing Platform | |---|---|---| | **AI Text Generation** | 7.9 (18 reviews) | 6.8 (14 reviews) | #### Agentic AI - CRM | Feature | Dynamics 365 Sales | Upsales Sales and Marketing Platform | |---|---|---| | **Autonomous Task Execution** | 8.3 (5 reviews) | Not enough data | | **Multi-step Planning** | 7.7 (5 reviews) | Not enough data | | **Cross-system Integration** | 8.3 (9 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** | 9.0 (5 reviews) | Not enough data | | **Decision Making** | 9.0 (5 reviews) | Not enough data | ### Marketing Automation | Product | Score | Reviews | |---|---|---| | **Dynamics 365 Sales** | N/A | N/A | | **Upsales Sales and Marketing Platform** | 7.8/10 | 50 | #### Email Marketing | Feature | Dynamics 365 Sales | Upsales Sales and Marketing Platform | |---|---|---| | **Building and Personalizing Emails** | Not enough data | 7.2 (29 reviews) ✓ Verified | | **Sending Outbound Emails** | Not enough data | 7.6 (32 reviews) ✓ Verified | | **Manage Email Deliverability** | Not enough data | 7.2 (29 reviews) ✓ Verified | | **Automated Email Responses** | Not enough data | 7.4 (27 reviews) ✓ Verified | #### Online Marketing | Feature | Dynamics 365 Sales | Upsales Sales and Marketing Platform | |---|---|---| | **Landing Pages and Forms** | Not enough data | 8.3 (23 reviews) ✓ Verified | | **Dynamic Content** | Not enough data | 7.9 (15 reviews) ✓ Verified | | **A/B Testing** | Not enough data | Feature Not Available | | **Mobile Optimized** | Not enough data | 7.4 (26 reviews) ✓ Verified | | **Search Tracking and Optimization** | Not enough data | 8.0 (11 reviews) | #### Lead Management | Feature | Dynamics 365 Sales | Upsales Sales and Marketing Platform | |---|---|---| | **Marketing Lead Database** | Not enough data | 8.1 (24 reviews) ✓ Verified | | **Data Quality Management** | Not enough data | 7.3 (20 reviews) ✓ Verified | | **Segmentation** | Not enough data | 8.5 (26 reviews) ✓ Verified | | **Lead Scoring and Grading** | Not enough data | 8.3 (23 reviews) ✓ Verified | | **Lead Nurturing** | Not enough data | 8.6 (22 reviews) ✓ Verified | | **Online Behavior Tracking** | Not enough data | 8.6 (22 reviews) ✓ Verified | | **Automated Alerts and Tasks** | Not enough data | 8.3 (23 reviews) ✓ Verified | | **CRM Lead Integration** | Not enough data | 8.7 (21 reviews) ✓ Verified | #### Campaign Management | Feature | Dynamics 365 Sales | Upsales Sales and Marketing Platform | |---|---|---| | **Program Management** | Not enough data | 6.7 (21 reviews) ✓ Verified | | **Event / Webinar Marketing** | Not enough data | 8.1 (25 reviews) ✓ Verified | | **Calendaring** | Not enough data | Feature Not Available | | **Budgeting** | Not enough data | 7.6 (11 reviews) | #### Social | Feature | Dynamics 365 Sales | Upsales Sales and Marketing Platform | |---|---|---| | **Social Listening** | Not enough data | Feature Not Available | | **Social Sharing** | Not enough data | Feature Not Available | | **Social Campaigns** | Not enough data | Feature Not Available | | **Social Media Engagement** | Not enough data | Feature Not Available | | **Social Media Advertising** | Not enough data | Feature Not Available | #### Reporting & Analytics | Feature | Dynamics 365 Sales | Upsales Sales and Marketing Platform | |---|---|---| | **Basic Reporting** | Not enough data | 8.0 (27 reviews) ✓ Verified | | **Web Analytics** | Not enough data | 7.6 (26 reviews) ✓ Verified | | **ROI Analytics** | Not enough data | 8.0 (19 reviews) ✓ Verified | | **Revenue Analytics** | Not enough data | 8.1 (23 reviews) ✓ Verified | | **SEO / Keyword Analytics** | Not enough data | Feature Not Available | #### Platform | Feature | Dynamics 365 Sales | Upsales Sales and Marketing Platform | |---|---|---| | **Customization ** | Not enough data | 7.0 (17 reviews) ✓ Verified | | **Workflow Capability** | Not enough data | 7.9 (18 reviews) ✓ Verified | | **User, Role, and Access Management** | Not enough data | 8.3 (21 reviews) ✓ Verified | | **Internationalization** | Not enough data | 8.0 (10 reviews) ✓ Verified | | **Sandbox / Test Environments** | Not enough data | 9.0 (8 reviews) ✓ Verified | | **Performance and Reliability** | Not enough data | 8.3 (19 reviews) ✓ Verified | | **Output Document Generation** | Not enough data | 8.3 (12 reviews) ✓ Verified | #### Agentic AI - Marketing Automation | Feature | Dynamics 365 Sales | Upsales Sales and Marketing Platform | |---|---|---| | **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 | | **Proactive Assistance** | Not enough data | Not enough data | | **Decision Making** | Not enough data | Not enough data | #### Integration | Feature | Dynamics 365 Sales | Upsales Sales and Marketing Platform | |---|---|---| | **Data Import & Export Tools** | Not enough data | 7.5 (18 reviews) ✓ Verified | | **Integration APIs** | Not enough data | 7.5 (16 reviews) ✓ Verified | | **Breadth of Partner Applications** | Not enough data | 8.1 (13 reviews) ✓ Verified | ### Sales Analytics | Product | Score | Reviews | |---|---|---| | **Dynamics 365 Sales** | 8.6/10 | 23 | | **Upsales Sales and Marketing Platform** | N/A | N/A | #### Agentic AI - Sales Analytics | Feature | Dynamics 365 Sales | Upsales Sales and Marketing Platform | |---|---|---| | **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 | Upsales Sales and Marketing Platform | |---|---|---| | **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 | Upsales Sales and Marketing Platform | |---|---|---| | **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 | #### Sales Management | Feature | Dynamics 365 Sales | Upsales Sales and Marketing Platform | |---|---|---| | **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 | ### Sales Coaching | Product | Score | Reviews | |---|---|---| | **Dynamics 365 Sales** | 8.6/10 | 6 | | **Upsales Sales and Marketing Platform** | N/A | N/A | #### Agentic AI - Sales Coaching | Feature | Dynamics 365 Sales | Upsales Sales and Marketing Platform | |---|---|---| | **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 | Upsales Sales and Marketing Platform | |---|---|---| | **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 | Upsales Sales and Marketing Platform | |---|---|---| | **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 | Upsales Sales and Marketing Platform | |---|---|---| | **AI Text Summarization** | 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) **Unique to Upsales Sales and Marketing Platform (1):** [Marketing Automation Software](https://www.g2.com/categories/marketing-automation) --- ## Reviewer Demographics ### By Company Size | Segment | Dynamics 365 Sales | Upsales Sales and Marketing Platform | |---|---|---| | **Small-Business** | 31.1% | 71.1% | | **Mid-Market** | 39.5% | 24.3% | | **Enterprise** | 29.4% | 4.6% | ### 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% #### Upsales Sales and Marketing Platform - **Marketing and Advertising:** 13.4% - **Computer Software:** 8.7% - **Accounting:** 7.6% - **Staffing and Recruiting:** 5.2% - **Telecommunications:** 4.7% - **Wholesale:** 4.1% - **Information Technology and Services:** 3.5% - **Media Production:** 3.5% - **Financial Services:** 2.9% - **Construction:** 2.3% - **Other:** 44.2% --- ## 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 (25865 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14777 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13897 reviews) - [Outreach](https://www.g2.com/products/outreach/reviews) — 4.3/5 stars (3574 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3103 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2945 reviews) - [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1443 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 (1157 reviews) - [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) — 4.2/5 stars (1002 reviews) ### Alternatives to Upsales Sales and Marketing Platform - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13897 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25865 reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) — 4.4/5 stars (14895 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3103 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1236 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14777 reviews) - [Agile CRM](https://www.g2.com/products/agile-crm/reviews) — 4.0/5 stars (368 reviews) - [Planhat](https://www.g2.com/products/planhat/reviews) — 4.5/5 stars (954 reviews) - [Sugar Sell](https://www.g2.com/products/sugar-sell/reviews) — 3.8/5 stars (776 reviews) - [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) — 4.9/5 stars (665 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." ### Upsales Sales and Marketing Platform - Title: [What is the best way to use Upsales and with that said regarding the offers and sales reports? Is it essy to create your own offers in the system?](https://www.g2.com/discussions/what-is-the-best-way-to-use-upsales-and-with-that-said-regarding-the-offers-and-sales-reports-is-it-essy-to-create-your-own-offers-in-the-system) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "Upsales is a sales and marketing tool for B2B-businesses. It is easy to use and can be used in the whole sales process, from lead or prospect to customer...." --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/dynamics-365-sales-vs-upsales-sales-and-marketing-platform)