# Dynamics 365 Sales vs Zoho CRM Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Zoho CRM excels in user experience, with a clean and intuitive interface that makes navigation easy. Users appreciate how it integrates seamlessly with various outreach applications, resulting in fast loading times even with large datasets.
- **Users say** that Dynamics 365 Sales offers strong integration with other Microsoft products like Office, Teams, and Outlook, which enhances productivity. Reviewers highlight the ease of accessing information and the benefits of AI-driven insights that help sales teams build better customer relationships.
- **According to verified reviews** , Zoho CRM stands out for its transparent pricing model, which users find refreshing. The initial setup is reported to be straightforward, making it a practical choice for small businesses looking for a cost-effective CRM solution.
- **Reviewers mention** that while Dynamics 365 Sales has robust features, some users face challenges with configuration to match their specific workflows. However, they appreciate the predictive analytics and automation capabilities that help streamline their sales processes.
- **G2 reviewers highlight** that Zoho CRM's automation features significantly enhance efficiency, allowing users to manage leads, follow-ups, and pipeline activities in one organized platform. This saves time and simplifies the sales process for many users.
- **Users report** that Dynamics 365 Sales, despite its higher entry-level price, is valued for its comprehensive capabilities, particularly in larger mid-market segments. Reviewers note that it provides a good balance of features for those already invested in the Microsoft ecosystem.



| | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Star Rating** | 3.8 out of 5 | 4.1 out of 5 | 
| **Total Reviews** | 1,619 | 2,931 | 
| **Largest Market Segment** | Mid-Market (39.4% of reviews) | Small-Business (61.6% of reviews) | 
| **Entry Level Price** | $210/month per user | Free | 

---
## Top Pros & Cons

### Dynamics 365 Sales

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

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

### Zoho CRM

Pros:
- Ease of Use (271 reviews)
- Features (172 reviews)

Cons:
- Learning Curve (112 reviews)
- Limited Features (71 reviews)

---
## Ratings Comparison
| Rating | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
  | **Meets Requirements** | 8.1 (1292 reviews) | 8.4 (2486 reviews) | 
  | **Ease of Use** | 7.4 (1298 reviews) | 8.3 (2506 reviews) | 
  | **Ease of Setup** | 7.2 (418 reviews) | 8.0 (1276 reviews) | 
  | **Ease of Admin** | 7.6 (385 reviews) | 8.0 (1022 reviews) | 
  | **Quality of Support** | 7.5 (1133 reviews) | 7.6 (2278 reviews) | 
  | **Has the product been a good partner in doing business?** | 7.8 (380 reviews) | 8.0 (997 reviews) | 
  | **Product Direction (% positive)** | 6.3 (1267 reviews) | 8.0 (2413 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

### Zoho CRM

#### Entry-Level Pricing

Plan: Free Edition

Price: Free

Description: With three free users and essentials like leads, documents and mobile apps, it’s a perfect fit
for your home business.

Key Features:
- Leads, Contacts, Accounts
- Tasks, Events, Call log, and Notes
- Opportunities

[Browse all 5 editions](https://www.g2.com/products/zoho-crm/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | 7.8/10 | 1202 |
| **Zoho CRM** | 8.1/10 | 1972 |

#### Sales Force Automation

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Contact & Account Management** | 8.1 (965 reviews) ✓ Verified | 8.5 (1662 reviews) ✓ Verified | 
| **Partner Relationship Mgmt. (PRM)** | 7.9 (678 reviews) ✓ Verified | 8.3 (876 reviews) ✓ Verified | 
| **Opportunity & Pipeline Mgmt.** | 7.9 (906 reviews) ✓ Verified | 8.2 (1575 reviews) ✓ Verified | 
| **Task / Activity Management** | 7.8 (972 reviews) ✓ Verified | 8.2 (1637 reviews) ✓ Verified | 
| **Territory & Quota Management** | 7.6 (735 reviews) ✓ Verified | 7.8 (1185 reviews) ✓ Verified | 
| **Desktop Integration** | 7.9 (870 reviews) ✓ Verified | 8.4 (671 reviews) ✓ Verified | 
| **Product & Price List Management** | 7.6 (729 reviews) ✓ Verified | 7.9 (1216 reviews) ✓ Verified | 
| **Quote & Order Management** | 7.8 (721 reviews) ✓ Verified | 8.0 (1208 reviews) ✓ Verified | 
| **Customer Contract Management** | 8.0 (767 reviews) ✓ Verified | 8.2 (1322 reviews) ✓ Verified | 

#### Marketing Automation

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Email Marketing** | 7.6 (753 reviews) ✓ Verified | 8.1 (1348 reviews) ✓ Verified | 
| **Campaign Management** | 7.5 (731 reviews) ✓ Verified | 7.9 (1304 reviews) ✓ Verified | 
| **Lead Management** | 7.9 (821 reviews) ✓ Verified | 8.4 (1546 reviews) ✓ Verified | 
| **Marketing ROI Analytics** | 7.6 (641 reviews) ✓ Verified | 7.9 (1128 reviews) ✓ Verified | 

#### Customer Support

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Case Management** | 8.0 (707 reviews) ✓ Verified | 8.0 (1202 reviews) ✓ Verified | 
| **Customer Support Portal** | 7.8 (671 reviews) ✓ Verified | 7.9 (1204 reviews) ✓ Verified | 
| **Knowledge Base** | 7.9 (693 reviews) ✓ Verified | 7.9 (1236 reviews) ✓ Verified | 
| **Call Center Features** | 7.7 (602 reviews) ✓ Verified | 7.8 (1068 reviews) ✓ Verified | 
| **Support Analytics** | 7.9 (629 reviews) ✓ Verified | 8.0 (1112 reviews) ✓ Verified | 

#### Reporting & Analytics

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Reporting** | 7.9 (896 reviews) ✓ Verified | 8.2 (1514 reviews) ✓ Verified | 
| **Dashboards** | 7.9 (945 reviews) ✓ Verified | 8.2 (1565 reviews) ✓ Verified | 
| **Forecasting** | 7.7 (783 reviews) ✓ Verified | 8.1 (1054 reviews) ✓ Verified | 

#### Mobile & Social

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Social Collaboration Features** | 7.5 (555 reviews) ✓ Verified | 8.1 (1082 reviews) ✓ Verified | 
| **Social Network Integration** | 7.6 (549 reviews) ✓ Verified | 8.0 (1091 reviews) ✓ Verified | 
| **Mobile User Support** | 7.4 (619 reviews) ✓ Verified | 8.0 (1201 reviews) ✓ Verified | 

#### Platform

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Customization** | 8.1 (293 reviews) ✓ Verified | 8.1 (872 reviews) ✓ Verified | 
| **Workflow Capability** | 8.1 (309 reviews) ✓ Verified | 8.2 (842 reviews) ✓ Verified | 
| **User, Role, and Access Management** | 8.2 (302 reviews) ✓ Verified | 8.4 (859 reviews) ✓ Verified | 
| **Internationalization** | 7.9 (227 reviews) ✓ Verified | 8.1 (649 reviews) ✓ Verified | 
| **Sandbox / Test Environments** | 7.9 (249 reviews) ✓ Verified | 7.8 (548 reviews) ✓ Verified | 
| **Document & Content Mgmt.** | 7.8 (277 reviews) ✓ Verified | 8.1 (719 reviews) ✓ Verified | 
| **Performance and Reliability** | 7.7 (292 reviews) ✓ Verified | 8.4 (854 reviews) ✓ Verified | 
| **Output Document Generation** | 7.8 (254 reviews) ✓ Verified | 8.1 (662 reviews) ✓ Verified | 

#### Integration

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Data Import & Export Tools** | 7.9 (297 reviews) ✓ Verified | 8.3 (651 reviews) ✓ Verified | 
| **Integration APIs** | 7.8 (234 reviews) ✓ Verified | 8.1 (645 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | 7.6 (239 reviews) ✓ Verified | 8.0 (605 reviews) ✓ Verified | 

#### Generative AI

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **AI Text Generation** | 7.9 (17 reviews) | 8.2 (180 reviews) | 

#### Agentic AI - CRM

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 8.0 (67 reviews) | 
| **Multi-step Planning** | Not enough data | 8.3 (65 reviews) | 
| **Cross-system Integration** | 8.1 (8 reviews) | 8.1 (69 reviews) | 
| **Adaptive Learning** | Not enough data | 8.1 (67 reviews) | 
| **Natural Language Interaction** | Not enough data | 8.3 (66 reviews) | 
| **Proactive Assistance** | Not enough data | 8.3 (66 reviews) | 
| **Decision Making** | Not enough data | 8.3 (66 reviews) | 

### CPQ

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | N/A | N/A |
| **Zoho CRM** | 7.7/10 | 121 |

#### Configuration - cpq

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Product Catalog** | Not enough data | Feature Not Available | 
| **Guided Selling** | Not enough data | Feature Not Available | 
| **Configuration Rules** | Not enough data | 8.3 (59 reviews) | 
| **Price Configuration** | Not enough data | 8.3 (55 reviews) | 
| **Visual Configuration** | Not enough data | 8.4 (60 reviews) | 

#### Pricing

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Pricing Flexibility** | Not enough data | 8.1 (62 reviews) | 
| **Discounting** | Not enough data | 7.5 (57 reviews) | 
| **Commerical Rules** | Not enough data | 8.1 (56 reviews) | 
| **Terms and Conditions** | Not enough data | 8.4 (58 reviews) | 
| **Approval Workflow** | Not enough data | 8.6 (58 reviews) | 
| **Renewals** | Not enough data | 8.5 (56 reviews) | 

#### Quoting

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Grouping** | Not enough data | 8.4 (58 reviews) | 
| **Version Control** | Not enough data | 8.4 (52 reviews) | 
| **Quote Document Generation** | Not enough data | 8.4 (53 reviews) | 
| **Ordering** | Not enough data | 8.4 (55 reviews) | 
| **Contracts** | Not enough data | 8.6 (52 reviews) | 

#### Admin

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Configuration Ease of Admin** | Not enough data | 8.2 (89 reviews) | 
| **Pricing Administration** | Not enough data | 7.7 (83 reviews) | 
| **Workflow Management** | Not enough data | 8.3 (86 reviews) | 
| **Document Management** | Not enough data | 8.3 (83 reviews) | 

#### Channels

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Mobile User Support** | Not enough data | 8.1 (57 reviews) | 
| **Channel Partner Support** | Not enough data | 7.7 (52 reviews) | 
| **eCommerce** | Not enough data | 8.0 (49 reviews) | 

#### Platform

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **CRM Integration** | Not enough data | 8.4 (89 reviews) | 
| **Integration API** | Not enough data | 8.2 (85 reviews) | 
| **Internationalization** | Not enough data | 8.0 (77 reviews) | 
| **Scalability** | Not enough data | 8.5 (88 reviews) | 
| **Reporting and Dashboards** | Not enough data | 8.4 (90 reviews) | 
| **ERP Integration** | Not enough data | 8.6 (20 reviews) | 

#### Generative AI - cpq

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Dynamic Quoting** | Not enough data | 7.4 (15 reviews) | 
| **Dynamic Pricing** | Not enough data | 7.5 (16 reviews) | 
| **Personalized Sale Recommendations** | Not enough data | 7.7 (16 reviews) | 

### Sales Gamification

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | N/A | N/A |
| **Zoho CRM** | 8.7/10 | 75 |

#### Competition

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Competition Templates** | Not enough data | 8.7 (58 reviews) ✓ Verified | 
| **Custom Competitions** | Not enough data | 8.7 (57 reviews) ✓ Verified | 
| **Team Competitions** | Not enough data | 8.7 (57 reviews) ✓ Verified | 
| **Simultaneous Competitions** | Not enough data | 8.5 (53 reviews) ✓ Verified | 
| **Competition Adjustments** | Not enough data | 8.5 (55 reviews) ✓ Verified | 
| **Awards and Incentives** | Not enough data | 7.9 (18 reviews) | 

#### Agentic AI - Sales Gamification

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 

#### Integrations

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **CRM Integration** | Not enough data | 8.9 (61 reviews) ✓ Verified | 
| **Social Collaboration Integration** | Not enough data | 8.8 (59 reviews) | 
| **TV Streaming** | Not enough data | 8.7 (45 reviews) | 

#### Platform

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Reporting** | Not enough data | 8.8 (65 reviews) ✓ Verified | 
| **User, Role, and Access Management** | Not enough data | 8.9 (64 reviews) ✓ Verified | 
| **Enterprise Scalability** | Not enough data | 8.8 (58 reviews) ✓ Verified | 
| **Data Import & Export Tools** | Not enough data | 8.8 (63 reviews) ✓ Verified | 
| **Performance and Reliability** | Not enough data | 8.8 (63 reviews) ✓ Verified | 

#### Employee Features

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **User Profiles** | Not enough data | 8.9 (66 reviews) ✓ Verified | 
| **Notifications** | Not enough data | 8.8 (68 reviews) ✓ Verified | 
| **Mobile** | Not enough data | 8.8 (68 reviews) ✓ Verified | 

### Lead Generation

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

#### Lead Generation

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Lead Builder** | Not enough data | Not enough data | 
| **CRM Integration** | Not enough data | Not enough data | 
| **Marketing Automation Integration** | Not enough data | Not enough data | 
| **Social Media Integration** | Not enough data | Not enough data | 
| **Data Import & Export Tools** | Not enough data | Not enough data | 

### AI Sales Assistant

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | N/A | N/A |
| **Zoho CRM** | 8.5/10 | 80 |

#### Lead Facilitation

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Customer-facing Chatbot** | Not enough data | 8.4 (72 reviews) | 
| **Lead Qualification** | Not enough data | 8.8 (73 reviews) | 
| **Lead Follow-up** | Not enough data | 8.8 (73 reviews) | 
| **Meeting Scheduling ** | Not enough data | 8.8 (73 reviews) | 

#### Organization

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Opportunity and Pipeline Management ** | Not enough data | 8.6 (74 reviews) | 
| **Data Entry** | Not enough data | 8.4 (73 reviews) | 
| **Integrations / APIs** | Not enough data | 8.6 (73 reviews) | 

#### Performance Analysis

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Coaching ** | Not enough data | Feature Not Available | 
| **Peformance Tracking** | Not enough data | 8.6 (75 reviews) | 

#### Sales Analysis

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **ROI Forecasting ** | Not enough data | 8.4 (69 reviews) | 
| **Sales Forecasting ** | Not enough data | 8.4 (73 reviews) | 

#### Generative AI

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | 8.3 (27 reviews) | 
| **AI Text Summarization** | Not enough data | 8.1 (27 reviews) | 

#### Agentic AI - AI Sales Assistant

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **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 |
| **Zoho CRM** | 8.2/10 | 170 |

#### Integrated Workflows

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Task Management** | Not enough data | 8.7 (160 reviews) | 
| **Email Tracking/Automation** | Not enough data | 8.8 (156 reviews) | 
| **Calls and Voice** | Not enough data | 8.3 (145 reviews) | 
| **Other Outreach Options ** | Not enough data | 8.2 (141 reviews) | 
| **CRM Integration** | Not enough data | 8.9 (154 reviews) | 
| **Calendar** | Not enough data | 8.8 (152 reviews) | 
| **Shared Records** | Not enough data | 8.5 (147 reviews) | 

#### Repeatability and Reportability

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Content Management** | Not enough data | 8.4 (144 reviews) | 
| **Workflow Management** | Not enough data | 8.6 (149 reviews) | 
| **Workflow Performance** | Not enough data | 8.6 (142 reviews) | 
| **Sales Coaching and Insights** | Not enough data | 8.2 (138 reviews) | 
| **Gamification** | Not enough data | 7.9 (120 reviews) | 

#### AI and Automation

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Lead Prioritization** | Not enough data | 8.3 (146 reviews) | 
| **Lead Scoring** | Not enough data | 8.5 (145 reviews) | 
| **Best Time of Day Scheduling** | Not enough data | 8.3 (139 reviews) | 
| **Buyer Intelligence** | Not enough data | 8.1 (133 reviews) | 
| **Machine Learning** | Not enough data | 7.8 (125 reviews) | 

#### Generative AI

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | 7.5 (69 reviews) | 

#### Agentic AI - Sales Engagement

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.9 (28 reviews) | 
| **Multi-step Planning** | Not enough data | 7.8 (26 reviews) | 
| **Cross-system Integration** | Not enough data | 8.0 (27 reviews) | 
| **Adaptive Learning** | Not enough data | 7.9 (26 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.7 (27 reviews) | 
| **Proactive Assistance** | Not enough data | 8.0 (27 reviews) | 
| **Decision Making** | Not enough data | 8.1 (26 reviews) | 

### Quote-to-Cash

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | N/A | N/A |
| **Zoho CRM** | 8.4/10 | 56 |

#### Customer Requirements

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Quoting** | Not enough data | 8.5 (51 reviews) | 
| **Configuration** | Not enough data | 8.5 (50 reviews) | 
| **Pricing** | Not enough data | 8.5 (52 reviews) | 

#### Contracts

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Creation** | Not enough data | 8.5 (50 reviews) | 
| **Negotiation** | Not enough data | 8.2 (47 reviews) | 
| **Execution** | Not enough data | 8.4 (50 reviews) | 

#### Revenue

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Invoicing** | Not enough data | 8.5 (52 reviews) | 
| **Matching** | Not enough data | 8.5 (50 reviews) | 
| **Recognition** | Not enough data | 8.4 (47 reviews) | 

### Customer Journey Mapping

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | N/A | N/A |
| **Zoho CRM** | 8.4/10 | 106 |

#### Platform Basics

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Templates** | Not enough data | 8.4 (98 reviews) | 
| **Exporting** | Not enough data | 8.6 (93 reviews) | 
| **Multi-user Access and Collaboration** | Not enough data | 8.6 (97 reviews) | 
| **Multiple Personas** | Not enough data | 8.4 (89 reviews) | 
| **Data Analytics ** | Not enough data | 8.8 (57 reviews) | 

#### Agentic AI - Customer Journey Mapping

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.2 (13 reviews) | 

### Client Portal

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | N/A | N/A |
| **Zoho CRM** | 8.7/10 | 89 |

#### Content

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Document Collaboration** | Not enough data | 8.9 (79 reviews) | 
| **Versioning** | Not enough data | 8.6 (76 reviews) | 
| **E-Signature** | Not enough data | 8.5 (76 reviews) | 
| **File Request** | Not enough data | 8.7 (77 reviews) | 
| **Feedback** | Not enough data | 8.6 (74 reviews) | 

#### Collaboration

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Billing and Invoicing** | Not enough data | 8.8 (76 reviews) | 
| **Instant Messaging** | Not enough data | 8.5 (78 reviews) | 
| **Project Management** | Not enough data | 9.0 (80 reviews) | 
| **Analytics** | Not enough data | 9.0 (83 reviews) | 
| **Time Tracking** | Not enough data | 8.7 (78 reviews) | 
| **Mobile Application** | Not enough data | 8.7 (75 reviews) | 

### Lead Capture

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | N/A | N/A |
| **Zoho CRM** | 8.5/10 | 44 |

#### Lead Monitoring

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Features** | Not enough data | 9.0 (42 reviews) | 
| **Performance** | Not enough data | 8.9 (42 reviews) | 
| **Identification** | Not enough data | 8.7 (42 reviews) | 

#### Agentic AI - Lead Capture

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Cross-system Integration** | Not enough data | 7.2 (27 reviews) | 
| **Proactive Assistance** | Not enough data | 7.2 (27 reviews) | 

#### Data Capture

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Mobile** | Not enough data | 8.3 (42 reviews) | 
| **Websites** | Not enough data | 8.5 (42 reviews) | 
| **Social Media** | Not enough data | 8.1 (42 reviews) | 
| **Data** | Not enough data | 8.3 (42 reviews) | 

#### Analytics

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Export/Import** | Not enough data | 9.1 (42 reviews) | 
| **Reporting** | Not enough data | 8.8 (42 reviews) | 

#### Customization

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Forms** | Not enough data | 8.7 (41 reviews) | 
| **Personalization** | Not enough data | 8.6 (41 reviews) | 
| **Templates** | Not enough data | 8.7 (42 reviews) | 
| **Integration** | Not enough data | 8.7 (42 reviews) | 

### Lead Scoring

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | N/A | N/A |
| **Zoho CRM** | 7.9/10 | 23 |

#### Agentic AI - Lead Scoring

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 6.4 (12 reviews) | 
| **Cross-system Integration** | Not enough data | 6.7 (13 reviews) | 
| **Adaptive Learning** | Not enough data | 6.7 (12 reviews) | 
| **Decision Making** | Not enough data | 6.8 (12 reviews) | 

#### Attribution

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Lead Opportunity** | Not enough data | 8.5 (21 reviews) | 
| **Lead Assignment** | Not enough data | 8.6 (22 reviews) | 
| **Pipeline Acceleration** | Not enough data | 8.0 (21 reviews) | 

#### Discovery

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Lead Management** | Not enough data | 8.6 (22 reviews) | 
| **Scoring/Ranking** | Not enough data | 8.3 (21 reviews) | 
| **Lead Context** | Not enough data | 8.3 (22 reviews) | 

#### Management

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Conversion Viability** | Not enough data | 8.4 (22 reviews) | 
| **Workflow** | Not enough data | 8.4 (22 reviews) | 

#### Platform

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Data Synchronization** | Not enough data | 8.4 (22 reviews) | 
| **Analysis** | Not enough data | 8.3 (21 reviews) | 

### Sales Performance Management

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | N/A | N/A |
| **Zoho CRM** | 8.3/10 | 198 |

#### Agentic AI - Sales Performance Management

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.9 (21 reviews) | 
| **Natural Language Interaction** | Not enough data | 8.1 (20 reviews) | 
| **Proactive Assistance** | Not enough data | 7.9 (21 reviews) | 

#### Incentives

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Badges** | Not enough data | 8.2 (153 reviews) ✓ Verified | 
| **Triggers** | Not enough data | 8.4 (160 reviews) ✓ Verified | 
| **Commission Calculator** | Not enough data | 8.0 (152 reviews) ✓ Verified | 
| **Leaderboards** | Not enough data | 8.4 (161 reviews) ✓ Verified | 

#### Personalization

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Profiles** | Not enough data | 8.5 (177 reviews) ✓ Verified | 
| **Custom Reports** | Not enough data | 8.6 (178 reviews) ✓ Verified | 
| **Dashboards** | Not enough data | 8.6 (184 reviews) ✓ Verified | 
| **Goal Setting** | Not enough data | 8.4 (171 reviews) ✓ Verified | 

#### Administrative

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Integration** | Not enough data | 8.5 (169 reviews) ✓ Verified | 
| **Employee Structure** | Not enough data | 8.5 (173 reviews) ✓ Verified | 
| **Behavior Monitoring** | Not enough data | 8.4 (161 reviews) | 

### Email Tracking

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | N/A | N/A |
| **Zoho CRM** | 8.0/10 | 161 |

#### Agentic AI - Email Tracking

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.7 (30 reviews) | 
| **Multi-step Planning** | Not enough data | 7.5 (29 reviews) | 
| **Cross-system Integration** | Not enough data | 7.6 (30 reviews) | 
| **Adaptive Learning** | Not enough data | 7.0 (29 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.0 (30 reviews) | 
| **Proactive Assistance** | Not enough data | 7.4 (30 reviews) | 
| **Decision Making** | Not enough data | 7.6 (29 reviews) | 

#### Analytics

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Open Rates** | Not enough data | 8.3 (138 reviews) | 
| **Link Activity** | Not enough data | 8.3 (143 reviews) | 
| **Attachment Activity** | Not enough data | 8.4 (144 reviews) | 

#### Customizations

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Email Platform Integration** | Not enough data | 8.7 (148 reviews) | 
| **Email Scheduling** | Not enough data | 8.8 (145 reviews) | 
| **Notifications** | Not enough data | 8.7 (146 reviews) | 
| **Email Categorization** | Not enough data | 8.7 (142 reviews) | 
| **Templates** | Not enough data | 8.6 (147 reviews) | 

#### Generative AI

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | 7.6 (59 reviews) | 

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | 8.5/10 | 22 |
| **Zoho CRM** | 8.1/10 | 173 |

#### Agentic AI - Sales Analytics

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.5 (31 reviews) | 
| **Cross-system Integration** | Not enough data | 7.5 (31 reviews) | 
| **Adaptive Learning** | Not enough data | 7.2 (30 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.3 (30 reviews) | 
| **Proactive Assistance** | Not enough data | 7.4 (31 reviews) | 

#### Data Sourcing

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Data Sourcing** | 8.7 (21 reviews) | 8.3 (145 reviews) | 
| **Exporting & Sharing Data** | 8.5 (21 reviews) | 8.4 (149 reviews) | 
| **Multi-Device Data Visualization** | 8.4 (20 reviews) | 8.3 (142 reviews) | 
| **Interactive Dashboards** | 8.1 (21 reviews) | 8.6 (156 reviews) | 
| **Data Segmentation** | 8.7 (20 reviews) | 8.5 (147 reviews) | 

#### Predictive Analytics

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Lead Scoring** | 8.7 (20 reviews) | 8.5 (147 reviews) | 
| **Opportunity Scoring** | 8.6 (19 reviews) | 8.3 (139 reviews) | 
| **Risk Analysis** | 8.3 (19 reviews) | 8.1 (124 reviews) | 
| **Live Forecasting** | 8.3 (19 reviews) | 8.2 (130 reviews) | 

#### Sales Management

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Live Pipeline Management** | 8.8 (20 reviews) | 8.5 (154 reviews) | 
| **Sales Gamification** | 8.7 (19 reviews) | 8.3 (131 reviews) | 
| **Account-Based Analytics** | 8.5 (20 reviews) | 8.5 (145 reviews) | 
| **Activity Tracking** | 8.7 (20 reviews) | 8.8 (152 reviews) | 

### Sales Coaching

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

#### Agentic AI - Sales Coaching

| Feature | Dynamics 365 Sales | Zoho 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 | 

#### Training

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

### Sales Enablement

| Product | Score | Reviews |
|---|---|---|
| **Dynamics 365 Sales** | N/A | N/A |
| **Zoho CRM** | 7.8/10 | 12 |

#### Agentic AI - Sales Enablement

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 6.1 (6 reviews) | 
| **Natural Language Interaction** | Not enough data | 6.1 (6 reviews) | 
| **Proactive Assistance** | Not enough data | 6.1 (6 reviews) | 

#### Content Management

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Content Import** | Not enough data | 8.2 (10 reviews) | 
| **Content Creation** | Not enough data | 8.0 (10 reviews) | 
| **Templates** | Not enough data | 8.0 (10 reviews) | 
| **Advanced Search** | Not enough data | 8.8 (10 reviews) | 
| **Content Storage** | Not enough data | 8.2 (10 reviews) | 

#### Analytics

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Reporting** | Not enough data | 9.0 (10 reviews) | 
| **Alerts** | Not enough data | 8.3 (10 reviews) | 
| **Account-Based Engagement** | Not enough data | 8.3 (10 reviews) | 
| **Content Utilization** | Not enough data | 8.3 (10 reviews) | 

#### Learning Management - Sales Enablement

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Sales Training ** | Not enough data | Not enough data | 
| **Sales Coaching** | Not enough data | Not enough data | 
| **Sales Onboarding** | Not enough data | Not enough data | 

#### Revenue Enablement - Sales Enablement

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Cross-Functional Alignment** | Not enough data | Not enough data | 
| **AI and Automation** | Not enough data | Not enough data | 
| **End-to-End Customer Journey Insights** | Not enough data | Not enough data | 

### Insurance CRM

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

#### Relationship Management - Insurance CRM

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Renewal Management** | Not enough data | Not enough data | 
| **Client Communication Tools** | Not enough data | Not enough data | 
| **Lead Tracking** | Not enough data | Not enough data | 
| **Contact Management** | Not enough data | Not enough data | 
| **Winbacks** | Not enough data | Not enough data | 
| **Communication History** | Not enough data | Not enough data | 
| **Activity Management** | Not enough data | Not enough data | 
| **Reputation Management** | Not enough data | Not enough data | 

#### Follow up Automation - Insurance CRM

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Automated Follow-Ups** | Not enough data | Not enough data | 
| **Marketing Campaigns** | Not enough data | Not enough data | 

#### Document Management - Insurance CRM

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Documentation handling** | Not enough data | Not enough data | 

#### Integrations & Reports - Insurance CRM

| Feature | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Integrations** | Not enough data | Not enough data | 
| **Reporting & Analytics** | Not enough data | Not enough data | 

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

**Unique to Dynamics 365 Sales (1):** [Sales Coaching Software](https://www.g2.com/categories/sales-coaching)

**Unique to Zoho CRM (13):** [Client Portal Software](https://www.g2.com/categories/client-portal), [Customer Journey Mapping Tools](https://www.g2.com/categories/customer-journey-mapping), [Quote-to-Cash Software](https://www.g2.com/categories/quote-to-cash), [Sales Engagement Software](https://www.g2.com/categories/sales-engagement), [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant), [Email Tracking Software](https://www.g2.com/categories/email-tracking), [Sales Gamification Software](https://www.g2.com/categories/sales-gamification), [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management), [CPQ Software](https://www.g2.com/categories/cpq), [Lead Capture Software](https://www.g2.com/categories/lead-capture), [Lead Scoring Software](https://www.g2.com/categories/lead-scoring), [Sales Enablement Software](https://www.g2.com/categories/sales-enablement), [Insurance CRM Software](https://www.g2.com/categories/insurance-crm)


---
## Reviewer Demographics

### By Company Size

| Segment | Dynamics 365 Sales | Zoho CRM | 
|---|---|---|
| **Small-Business** | 31.1% | 61.6% | 
| **Mid-Market** | 39.4% | 32.4% | 
| **Enterprise** | 29.5% | 6.0% | 

### 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:** 55.3%

#### Zoho CRM

- **Information Technology and Services:** 16.0%
- **Computer Software:** 9.9%
- **Marketing and Advertising:** 8.9%
- **Financial Services:** 3.5%
- **Real Estate:** 3.5%
- **Education Management:** 3.0%
- **Retail:** 2.1%
- **Internet:** 2.1%
- **Accounting:** 2.0%
- **Management Consulting:** 1.9%
- **Other:** 47.0%

---
## 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 (25830 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14703 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13847 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3072 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1434 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1234 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 (1000 reviews)
- [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (952 reviews)
- [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) — 4.2/5 stars (944 reviews)

### Alternatives to Zoho CRM

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25830 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13847 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1234 reviews)
- [Apollo.io](https://www.g2.com/products/apollo-io/reviews) — 4.7/5 stars (9671 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1434 reviews)
- [Coevera](https://www.g2.com/products/coevera/reviews) — 4.6/5 stars (479 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14703 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3072 reviews)
- [Close](https://www.g2.com/products/close/reviews) — 4.7/5 stars (2045 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1156 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."

### Zoho CRM

- Title: [What have you found better than ZOHO](https://www.g2.com/discussions/what-have-you-found-better-than-zoho) — 5 comments, 1 upvote
  > **Top comment:** "Zoho One, with over 45 business applications,  all centrally managed and synchronized, is the leader in breadth of application and breadth of security versus..."
- Title: [Is Zoho CRM really free?](https://www.g2.com/discussions/is-zoho-crm-really-free) — 4 comments, 5 upvotes
  > **Top comment:** "It free in trail after that you have to pay "
- Title: [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/zoho-crm-what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platf) — 3 comments, 1 upvote
  > **Top comment:** "Zoho CRM has some great strengths when it comes to managing customer relationships. First, it's highly customizable, so you can easily tweak the platform to..."
- Title: [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platforms) — 3 comments
  > **Top comment:** "1. Affordable 
2. Flexible and great customisation 
3. Good user friendly interface "
- Title: [can we create segmentation in this](https://www.g2.com/discussions/can-we-create-segmentation-in-this) — 3 comments, 1 upvote *(includes official response)*
  > **Top comment:** "Yes Lavanya,

Zoho CRM supports segmentation. Segment your prospects/customers into buckets based on a pre-defined criteria, to identify cross-sell/up-sell..."

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