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Compare Dynamics 365 Sales and Workbooks 
Featured Products
At a Glance
Market Segments
Mid-Market (39.2% of reviews)
Small-Business (60.3% of reviews)
Entry-Level Pricing
$210/month per user
Free
Dynamics 365 Sales
Star Rating
(1,607)3.8 out of 5
Market Segments
Mid-Market (39.2% of reviews)
Pros & Cons
Entry-Level Pricing
$210/month per user
Browse all 3 pricing plansWorkbooks
Star Rating
(570)4.2 out of 5
Market Segments
Small-Business (60.3% of reviews)
Pros & Cons
Entry-Level Pricing
Free
Free Trial is available
Browse all 4 pricing plansDynamics 365 Sales vs Workbooks
When assessing the two solutions, reviewers found Workbooks easier to use, set up, and administer. Reviewers also preferred doing business with Workbooks overall.
- Reviewers felt that Workbooks meets the needs of their business better than Dynamics 365 Sales.
- When comparing quality of ongoing product support, reviewers felt that Workbooks is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Workbooks over Dynamics 365 Sales.
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.
Free Trial
Dynamics 365 Sales
No trial information availableWorkbooks
Free Trial is available
Ratings
Meets Requirements
8.1
1,282
8.4
467
Ease of Use
7.4
1,288
8.4
471
Ease of Setup
7.2
408
7.9
227
Ease of Admin
7.6
383
8.1
234
Quality of Support
7.5
1,123
8.6
431
Has the product been a good partner in doing business?
7.8
378
8.7
221
Product Direction (% positive)
6.3
1,263
8.7
460
Features by Category
Sales Force Automation
8.1
963
|
Verified
8.5
345
|
Verified
7.9
678
|
Verified
8.0
208
7.9
902
|
Verified
8.2
318
|
Verified
7.8
969
|
Verified
8.2
346
|
Verified
7.6
734
|
Verified
7.9
220
|
Verified
7.9
865
|
Verified
8.1
283
|
Verified
7.6
729
|
Verified
7.9
253
|
Verified
7.8
718
|
Verified
8.1
249
|
Verified
8.0
768
|
Verified
8.1
256
|
Verified
Marketing Automation
7.6
754
|
Verified
7.9
269
|
Verified
7.5
732
|
Verified
7.8
290
|
Verified
7.8
819
|
Verified
8.0
310
|
Verified
7.6
642
|
Verified
8.0
216
|
Verified
Customer Support
8.0
708
|
Verified
8.4
277
|
Verified
7.8
672
|
Verified
8.1
246
|
Verified
7.9
694
|
Verified
8.2
266
|
Verified
7.7
603
|
Verified
8.1
202
|
Verified
7.9
630
|
Verified
8.2
208
|
Verified
Reporting & Analytics
7.9
895
|
Verified
8.2
343
|
Verified
7.9
944
|
Verified
8.1
343
|
Verified
7.7
783
|
Verified
8.0
254
|
Verified
Mobile & Social
7.5
556
|
Verified
7.8
169
|
Verified
7.6
550
|
Verified
7.7
165
|
Verified
7.4
620
|
Verified
7.5
208
|
Verified
Platform
8.1
292
|
Verified
8.4
187
|
Verified
8.1
307
|
Verified
8.2
155
|
Verified
8.2
300
|
Verified
8.5
185
|
Verified
7.9
227
|
Verified
8.0
108
|
Verified
7.9
249
|
Verified
8.3
109
|
Verified
7.8
275
|
Verified
7.8
130
|
Verified
7.7
290
|
Verified
8.5
188
|
Verified
7.8
254
|
Verified
8.2
145
|
Verified
Integration
7.9
297
|
Verified
8.3
184
|
Verified
7.8
232
|
Verified
8.2
138
|
Verified
7.6
238
|
Verified
7.7
114
Generative AI
8.1
18
6.9
17
Agentic AI - CRM
8.0
5
Not enough data
6.7
5
Not enough data
7.4
7
Not enough data
9.0
5
Not enough data
8.3
5
Not enough data
8.7
5
Not enough data
8.3
5
Not enough data
Lead Generation
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
Computing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Experimental Design
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - A/B Testing
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 - Lead Scoring
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Attribution
Not enough data
7.5
12
Not enough data
8.2
13
Not enough data
7.6
11
Discovery
Not enough data
8.1
13
Not enough data
7.4
12
Not enough data
7.5
12
Management
Not enough data
7.9
11
Not enough data
7.1
11
Platform
Not enough data
7.3
14
Not enough data
7.5
14
Agentic AI - Sales Performance Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Incentives
Not enough data
6.7
9
Not enough data
6.7
8
Not enough data
6.3
9
Not enough data
6.8
11
Personalization
Not enough data
7.3
10
Not enough data
8.6
12
Not enough data
8.3
13
Not enough data
6.9
9
Administrative
Not enough data
8.0
11
Not enough data
7.6
11
Not enough data
7.5
10
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
8.1
12
8.5
21
8.8
14
8.4
20
7.9
12
8.1
21
8.3
15
8.7
20
8.4
16
Predictive Analytics
8.7
20
8.5
14
8.6
19
8.7
13
8.3
19
7.8
12
8.3
19
8.1
15
Sales Management
8.8
20
8.7
15
8.7
19
7.9
12
8.5
20
8.5
13
8.7
20
8.8
15
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
Categories
Categories
Shared Categories
Dynamics 365 Sales and Workbooks are categorized as CRM and Sales Analytics
Reviews
Reviewers' Company Size
Dynamics 365 Sales
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Workbooks
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
67.2%
Information Technology and Services
8.2%
Computer Software
7.6%
Marketing and Advertising
6.1%
Accounting
6.1%
Retail
4.9%
Other
67.2%
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