Microsoft Dynamics 365 Sales vs Workbooks (2026): which should you pick?
As of Nov 12, 2026, Microsoft Dynamics 365 Sales and Workbooks share a 2.2 GPA, neither has a free plan, and Workbooks starts cheaper, at $47 a month for each person against $65 a month for each person.
Checked Oct 5, 2026 and Nov 12, 2026 · graded Oct 10, 2026 and Nov 12, 2026 by ToolGPA
Microsoft Dynamics 365 Sales grades higher on the free plan. Workbooks grades higher on value for money. They get the same grade on features, ease of use and platforms.
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
Workbooks
UK-built CRM covering sales, marketing, service and order processing
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 Workbooks if
- Fits if you want CRM, orders and invoices in one system
- Makes sense if you want the vendor to run the implementation
Look elsewhere if
- Tight if you want to commit lightly, as the minimum term is 12 months
- Pricey if you add options: audit trail is $9.50 and Outlook sync $11 per user a month
- Watch out: implementation packages are separate, such as SelfStart at $3,600
- Skip it if you want phone support outside weekday office hours
How we grade them
| 2.2GPAMicrosoft Dynamics 365 SalesFair | 2.2GPAWorkbooksFair | |
|---|---|---|
| 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. | C$47 a user a month for CRM Edition on a licence of at least 12 months. Orders and invoices need Business at $97. |
| 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. | DA free trial is offered, but the pricing page doesn't give its length or say whether a card is needed. |
| 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. | BPipeline, quotations, orders, invoices, marketing automation, ticketing and forecasting. Nothing in the listing is missing. |
| 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. Implementation is a separate paid service. |
| 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. | BWeb, with Microsoft Office 365 and Outlook, and links to accounting and ERP software on Business. |
| Best for | sales teams that live in Outlook and Teams | CRM, orders and invoicing in one system |
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 Workbooks. How we grade
Price against what you get
Microsoft Dynamics 365 Sales starts at $65 a month for each person and scores 2.7 out of 4 on features, ease of use and platforms. Workbooks starts at $47 a month for each person and scores 2.7.
They score the same, and Workbooks starts $18 a month lower. Of the other CRM tools on the chart, 8 score higher than Microsoft Dynamics 365 Sales for less, and 7 score higher than Workbooks for less.
Features, ease of use and platforms, averaged
What paid plans start at, a month (each step along is roughly double) →
- The best score at each price
- Has a free plan
- No free plan
Where they differ
- Microsoft Dynamics 365 Sales also covers AI agents.
- Workbooks also covers marketing automation and invoicing.
At a glance
| Microsoft Dynamics 365 Sales | Workbooks | |
|---|---|---|
| Pricing | Free trial | Free trial |
| Starts at | $65 per user / month, paid yearly | $47 per user / month |
| Free plan | None | None |
| Free trial | 30-day free trial | A free trial is offered; its length is not stated on the pricing page |
| Web | ||
| iOS | ||
| Android | ||
| Made by | Microsoft | Workbooks Online Inc |
| Price read from | microsoft.com | workbooks.com |
| Checked | Oct 5, 2026 | Nov 12, 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.
Workbooks
- Minimum subscription is 12 months, with 2, 3, 5 and 7-year terms also sold.
- Add-ons are priced per user per month, for example audit trail $9.50 and Outlook sync $11.
- Implementation is separate: the calculator lists SelfStart at $3,600 and JumpStart for Sales at $6,300.
- Support is by phone or email on weekdays 9am to 5:30pm, and 100GB of storage is included.
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.
Workbooks
- Pipeline and quotations
- The CRM edition manages opportunities and the pipeline and creates quotations, with a 360-degree view of each customer.
- Orders, invoices and contracts
- The Business edition adds sales order processing, invoices and credit notes, and integration with accounting and ERP software.
- Marketing automation
- The vendor lists automated campaigns and customer journeys as a product area alongside the CRM.
- Ticketing and case management
- Customer service teams can track support cases and tickets inside the CRM edition.
- Reports, dashboards and forecasting
- Dashboards and analytics, plus sales forecasting to monitor and plan against targets.
- Paid options
- Audit trail, custom records, multi-currency documents, advanced security, mapping, Outlook sync, project management and events are add-ons.
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.
Workbooks
CRM Edition$47
per user / month, from; annual license
Pipeline, quotations, ticketing and case management, and Office 365 integration. Options are extra.
Business Edition$97
per user / month, from; annual license
Adds orders, invoices, credit notes and links to accounting and ERP software.
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.
Workbooks
No public discounts listed.
Common questions
Which is cheaper, Microsoft Dynamics 365 Sales or Workbooks?
As of Nov 12, 2026, Workbooks is cheaper to start with: $47 a month for each person, against $65 a month for each person for Microsoft Dynamics 365 Sales. Microsoft Dynamics 365 Sales starts at $65 per user / month, paid yearly, and Workbooks starts at $47 per user / month.
Which has a free plan, Microsoft Dynamics 365 Sales or Workbooks?
As of Nov 12, 2026, neither Microsoft Dynamics 365 Sales nor Workbooks has a free plan. Both have a free trial.
Which platforms do Microsoft Dynamics 365 Sales and Workbooks run on?
As of Nov 12, 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.