Zoho CRM vs. Microsoft Dynamics 365: Which is Better?

| August 17, 2018, By Bob Ritter.

Zoho CRM vs Microsoft Dynamics

Undoubtedly, Microsoft Dynamics 365 has a significant share of the CRM marketplace. But a comparison to Zoho CRM and other integrated Zoho applications suggests you may be able to get better value.

Microsoft Dynamics 365 empowers businesses with insights to personalize customer relationships, predict their customers’ needs, and increase sales dramatically.  The same can be said about Zoho. And what Zoho adds is greater “ease of use” and a rich selection of integrated applications which addresses the need of businesses that MS Dynamic lacks, without a long contract period, all at a significantly lower cost.

FEATURES – Both platforms are feature rich, but Zoho includes in-depth functionality that makes it distinct.

Categories

Microsoft Dynamics 365

Zoho CRM

Sales Automation The Sales Force Automation allows you to sell smarter, foster relationships, boost productivity, increase revenue, accelerate sales performance and helps you innovate with modern & adaptable platform. The Zoho CRM saves your sales team’s time by automatically completing routine tasks, so they can focus on closing more deals faster. It uses workflows, macros and assignment rules.
Artificial Intelligence The power of Artificial Intelligence will accelerate your business growth. It will make the most of your data, will help you get immediate, actionable insights and will also let you gain a competitive advantage. The Artificial Intelligence speeds up your sales cycle through lead and deal predictions, anomalies, intelligent automation, email statement, best time to contact and data enrichment.
Customization The Microsoft Dynamic 365 lets you customize the entity forms, visualizations and dashboards, sitemaps, entity views. It also lets you customize commands and the ribbon. Zoho CRM works the way you do. You can customize views, filters, and fields, decide how much data you want to see at any given time, and in the language you prefer.
Performance and Analytics With the charts, visualizations, dashboards, and goal management, Microsoft Dynamics’ Report Wizard tools help you to track and analyze your data. With Zoho CRM’s reports, analytics, and forecasts, you can keep track of the performance of every sales activity, and break up your desired goals into achievable targets.
Security Role-based security in Dynamics 365 is a set of predefined security roles. Field-level security restricts access to specific high business impact fields. Zoho CRM meets the security requisites through roles, profiles and teams, data security and business hours.

 

Zoho CRM goes above and beyond Dynamics with features for team collaboration, process management, pipeline management, multichannel communication, developer capabilities and more.


Features bottom line: Get More Features with Zoho.

 

PRICING COMPARISON – Knowing the exact price of CRM software is a cumbersome price. The overall cost includes the software license, subscription fees, software training cost, customization cost, required hardware, and the cost of maintenance & support. Together all these costs give you an overview of the system’s “total cost of ownership.”

The Zoho CRM software is free for up to 3 users. The STANDARD price starts from $12 per user/month billed annually or $15 for monthly basis. The PROFESSIONAL price starts from $20 per user/month billed annually or $25 for monthly basis. The ENTERPRISE price starts from $35 per user/month billed annually or $40 for monthly basis.

The Microsoft Dynamics 365 offers 4 paid editions. The Customer Engagement plan costs you around $115 Per user/month, the Unified Operations Plan starts from $190 per user/month, Dynamics 365 Plan starts from $210 per user/month and Applications and offers package ranges from $40 to $170 per user/month.


Pricing bottom line: Get More for Less with Zoho.

 

MOBILE FRIENDLY – The users can access Dynamics 365 data from mobile devices in different ways. You can install and use the apps for Windows, iOS, and Android mobile devices. Users can access the Dynamics 365 Web application with the most recent versions of Internet Explorer, Microsoft Edge, Firefox, Chrome and Safari.

The mobile edition of Zoho CRM allows you to access and work with your online Zoho CRM data from your mobile devices. The Zoho CRM native app is available for the iPhone, iPad and Android phones. Additionally, you will be able to use the web app in other mobile devices.

EASE OF SET UP – There’s a specific setup page in Zoho CRM that lets you configure all settings required to get your CRM up and running quickly. Be it personalization, automation or third party integrations, you can initiate all the functions from the setup screen of Zoho CRM.

There’s a specific Dynamics_365_deploy_and_admin.zip file that contains the Microsoft Dynamics 365 Implementation Guide for online and on-premises. One has to carefully read and implement the instructions to successfully set up the Microsoft Dynamics 365.

INTEGRATIONS AVAILABLE – The integrations available for Microsoft Dynamics 365 include Sharepoint, Outlook, Exchange, Yammer, One Note, Power BI, Office 365, Dynamics AX/GP/NAV, ESB Integration and more.

The integrations available for Zoho CRM include Zoho Mobile Edition/Email/ Projects/Apps, Google Apps, Gmail, Microsoft Outlook, QuickBooks, Zopim, MailChimp, Twitter, ExactTarget, HelpOnClick, CloudWork and so on.

CUSTOMER SUPPORT – When it’s time to find answers to your Microsoft Dynamics 365 questions, there are a variety of self-support and assisted support options available such as ticket escalation and phone support.

Zoho CRM provides a number of customer support & services such as phone support, training, ticket escalation, eBooks, webinars, seminars and more.

Which software is better – Zoho CRM or Microsoft Dynamics

The question should not be “Which software is better?” Both applications offer an impeccable range of features along with the ability to build the custom unique solutions with integrations. But we have to give the best value to Zoho!

Conclusion – All the business owners looking for a user-friendly, but affordable CRM solution that can be customized and has the room to scale, then Zoho is the better CRM for your business. For proper implementation of Zoho software, speak to the Zoho experts at First Direct Corp.

Bob Ritter

President

(845) 221-3800