Microsoft Dynamics 365 Sales vs Planhat (2026): which should you pick?
As of Nov 13, 2026, Microsoft Dynamics 365 Sales grades higher than Planhat: 2.2 against 1.6 out of 4.0.
Checked Oct 5, 2026 and Nov 13, 2026 · graded Oct 10, 2026 and Nov 13, 2026 by ToolGPA
Microsoft Dynamics 365 Sales grades higher on the free plan, features and platforms. Planhat grades higher on value for money. They get the same grade on ease of use.
Price, platforms and features side by side. The table says where each price was read and when.
Microsoft Dynamics 365 Sales
Microsoft's sales CRM with Copilot and prebuilt sales agents
Which one is for you
Pick Microsoft Dynamics 365 Sales if
- Fits if your company is standardized on Microsoft 365, Outlook and Teams
- Works for companies that need to bend the CRM to their own process with Power Platform, from Enterprise at $105
Look elsewhere if
- Pricey if you're a small team, at $65 a user paid yearly for the plan without Copilot
- Skip it if you want to pay month by month, as every listed price is paid yearly
- Not for you if you don't run on Microsoft, because nearly every listed integration is Microsoft's own
- Watch out: agents run on Copilot Credits, with 1,000 a user a month on Premium and extra ones billed through Azure
- Pricey if you want LinkedIn Sales Navigator bundled, as Relationship Sales has a 10-seat minimum and no public price
Pick Planhat if
- Fits if you sell to other businesses and want sales and renewals in one system
- Works for account teams that manage customers over years, not one-off deals
Look elsewhere if
- Not for you if you want a price before talking to sales, as none is published
- Skip it if you have no budget for add-ons, because AI, advanced service, email marketing and portals cost extra
- Not for you if you are a very small team or sell to consumers, as it is built for account-based B2B
- Watch out: onboarding, technical deployment and AI deployment are separate paid services
How we grade them
| 2.2GPAMicrosoft Dynamics 365 SalesFair | 1.6GPAPlanhatWeak | |
|---|---|---|
| Value for money | DSales Professional is $65 a user a month, paid yearly, which is exactly where the dearest tenth of CRMs here begins, against a middle of $24. And that plan has limited customising and no Copilot: the AI starts on Enterprise at $105, and Premium is $150. | CNo price is published. Every plan and add-on on the pricing page is an enquiry, so there's nothing to compare against the $29 middle for CRM. |
| Free plan and trial | CNo free plan at all. You get a 30-day trial, which is longer than most CRMs give, and our listing can't say whether it asks for a card. Either way you're choosing a yearly commitment at the end of it. | FNo free plan and no trial on the pages we read. A demo request is the way in. |
| Features | BSales force automation, forecasting, dashboards, Copilot that drafts emails and sums up deals, prebuilt agents that qualify leads, and custom apps through Power Platform. It covers the job, but Copilot, custom apps and conversation intelligence all skip the Professional plan you start on. | CPipeline, forecasting, email sequences, customer portals and an AI agent. The listing names gaps: the upgraded AI platform, advanced service, email marketing and advanced portals are paid add-ons. |
| Ease of use | C4.3 from about 850 App Store ratings, below our bar for a B. Being tied to Outlook and Teams helps if that's where your team already works, but Power Platform and Copilot Credits are their own learning job. | CNo store rating on record. Onboarding, technical and AI deployment are sold as separate services, which says it takes setup. |
| Platforms and integrations | BWeb, iPhone and Android, with the phone app included on every plan and no desktop app. It plugs into Microsoft 365, Outlook, Teams, Excel, Power Platform and LinkedIn Sales Navigator. Notice that list is nearly all Microsoft, mind. | CWeb only, with Slack and Claude listed. No apps or desktop version. |
| Best for | sales teams that live in Outlook and Teams | B2B teams running sales and customer success together |
The GPA is the average of the five grades: an A is 4 points, an F is none. The full reasons are on each tool's page: Microsoft Dynamics 365 Sales and Planhat. How we grade
Where they differ
At a glance
| Microsoft Dynamics 365 Sales | Planhat | |
|---|---|---|
| Pricing | Free trial | Paid |
| Starts at | $65 per user / month, paid yearly | Not published |
| Free plan | None | None |
| Free trial | 30-day free trial | None listed |
| Web | ||
| iOS | ||
| Android | ||
| Made by | Microsoft | Planhat Inc. |
| Price read from | microsoft.com | Not confirmed |
| Checked | Oct 5, 2026 | Nov 13, 2026 |
Worth knowing
Microsoft Dynamics 365 Sales
- There is no free plan, and the listed prices are per user per month, paid yearly.
- Sales Professional has limited customization and no custom apps, Copilot capabilities or conversation intelligence.
- Agents run on Copilot Credits: Premium includes 1,000 per user a month, and extra credits are pay-as-you-go or prepaid through Azure.
- Microsoft Relationship Sales, which bundles LinkedIn Sales Navigator, has a 10-seat minimum and no public price.
Planhat
- No prices are published: every plan and add-on on the pricing page is an enquiry.
- Several capabilities are paid add-ons: upgraded AI platform, advanced service, email marketing and advanced portals.
- Onboarding, technical deployment and AI deployment are sold as separate services.
- It is built for account-based B2B work rather than very small teams or consumer sales.
Key features
Microsoft Dynamics 365 Sales
- Sales force automation
- Every plan includes core sales force automation with reporting and dashboards. Sales Enterprise adds advanced sales force automation and custom apps.
- Copilot in Sales, Outlook and Teams
- Copilot answers natural-language questions about the pipeline, drafts emails and writes opportunity and meeting summaries. It is included from Sales Enterprise, not Professional.
- Sales agents
- Prebuilt agents qualify leads, research opportunities and analyze deals, and custom agents can be built in Copilot Studio. Agents consume Copilot Credits.
- Forecasting and team insights
- Forecasts and charts predict revenue and track performance against goals, and managers can query Copilot for metrics such as conversion and win rates.
- Customization with Power Platform
- Fields, dashboards and views can be configured to match a sales methodology, and Power Platform is used to build custom sales apps and automate business processes.
- Mobile app
- The Dynamics 365 Sales mobile app for iOS and Android is included with every plan and handles tasks such as meeting prep and call logging.
Planhat
- Pipeline and forecasting
- The CRM page lists pipeline management, lead routing, lead scoring, deal rooms, funnel analytics and forecasting.
- Email sequencing
- Email sequences and email analytics are listed for sales and account management teams.
- Pi, the customer agent
- Planhat's AI agent works across sales, success, renewals and professional services using your connected customer data.
- Auto-enriched records
- Records are filled in with firmographic, intent and product-usage data to cut manual entry, according to the vendor.
- Automations and playbooks
- Templated and advanced automations, task management and custom pages are in the plan comparison.
- Customer portals
- An Advanced Portals add-on provides a shared space for collaboration with prospects and customers.
Plans
Microsoft Dynamics 365 Sales
Dynamics 365 Sales Professional$65
per user / month, paid yearly
Core sales force automation, Microsoft 365 interoperation, reporting and dashboards, with limited customization and automation.
Dynamics 365 Sales Enterprise Edition$105
per user / month, paid yearly
Adds advanced sales force automation, custom apps, Copilot capabilities and included capacity for conversation intelligence.
Dynamics 365 Sales Premium$150
per user / month, paid yearly
Everything in Enterprise plus Sales Insights, AI-recommended actions, data enrichment and 1,000 Copilot Credits per user a month.
Microsoft Relationship SalesCustom
Dynamics 365 Sales Enterprise plus LinkedIn Sales Navigator. Pricing is on request and requires a 10-seat minimum.
Planhat
Pricing could not be confirmed. See planhat.com.
Ways to pay less
Microsoft Dynamics 365 Sales
- Nonprofit
$23.80 per user / month for nonprofits
Microsoft's nonprofit page lists Dynamics 365 Sales Enterprise at a discounted price of $23.80 per user a month for eligible nonprofits.
Planhat
No public discounts listed.
Common questions
Which is cheaper, Microsoft Dynamics 365 Sales or Planhat?
As of Nov 13, 2026, Microsoft Dynamics 365 Sales starts at $65 per user / month, paid yearly, and Planhat has no price we could confirm.
Which has a free plan, Microsoft Dynamics 365 Sales or Planhat?
As of Nov 13, 2026, neither Microsoft Dynamics 365 Sales nor Planhat has a free plan. Microsoft Dynamics 365 Sales has a free trial.
Which platforms do Microsoft Dynamics 365 Sales and Planhat run on?
As of Nov 13, 2026, only Microsoft Dynamics 365 Sales lists iOS and Android apps. Both list a web app. A platform missing from a listing is one its maker's pages did not mention.
More comparisons
How this page was made
- The verdict at the top follows a fixed rule. When both tools are in the same category and either is in our top three for it, the verdict follows that ranking: the higher-placed tool is our pick. The top three weigh who each tool suits as well as its grades, so a pick can go against the GPA. Otherwise the page does not pick one and says which grades higher: the higher GPA first; on a tie, the one with a free plan, then the one that starts cheaper in dollars a month, counted the same way for both; if they are still level, what the choice depends on.
- The grades are our own, from each tool’s review or report card. The GPA is their average.
- Prices, plans and platforms come from each tool’s listing. The table above says where each price was read and when.
- The differences and the answers to the questions are worked out from those listings.