Microsoft Dynamics 365 Sales vs Zoho CRM

Microsoft Dynamics 365 Sales

• Organizations standardized on Microsoft 365, Outlook and Teams
• Sales teams that want Copilot and AI agents inside the CRM
• Companies that need to tailor the CRM with Power Platform

Zoho CRM

• Small teams that want a free CRM for up to 3 users
• Businesses that want detailed customization and process automation
• Companies already using other Zoho apps

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.

Zoho CRM

• The Free edition is limited to 3 users, 5,000 records and 5 workflow automations.
• Monthly billing costs more: Standard is $20 instead of $14 per user, and Professional $35 instead of $23.
• CPQ and inventory management start at Professional; territory management, custom functions and customer portals need Enterprise.
• Prices exclude local taxes, and the CRM Plus and Zoho One bundles are priced separately from Zoho CRM.

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.

Zoho CRM

Lead, contact and deal management

Leads, accounts, contacts and deals are tracked through the sales cycle. Paid editions add multiple pipelines and sales forecasting, and Enterprise adds territory management.

Workflow and process automation

Workflow and assignment rules handle routine updates, cadences run sequences of follow-ups, and Blueprint holds a team to a structured sales process.

Zia AI

Zia gives predictions and recommendations, rewrites emails and flags anomalies. The pricing page lists AI agents from Standard and an AI sales assistant from Enterprise.

Analytics and forecasting

Reports, dashboards and forecasts track sales performance, with anomaly detection on top. The Free edition is limited to standard reports.

Canvas and customization

Layouts and fields can be customized, and Canvas redesigns record pages without code. Enterprise adds custom functions, wizards and customer portals.

Mobile apps with offline mode

iPhone, iPad and Android apps can add, edit and delete records offline and sync when back online. They also include a business card scanner.

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.

Zoho CRM

• Free$0

  Up to 3 users and 5,000 records, with lead, contact and deal management, standard reports and the mobile apps.

• Standard$14

  per user / month, billed annually ($20 billed monthly)

  Workflows and assignment rules, cadences, reports and dashboards, sales forecasting, AI agents and self-service kiosks.

• Professional$23

  per user / month, billed annually ($35 billed monthly)

  Adds CPQ, email intelligence, process automation, widgets, inventory management and Google Ads integration.

• Enterprise$40

  per user / month, billed annually ($50 billed monthly)

  Adds the AI sales assistant, journey orchestration, territory management, custom functions, wizards and customer portals.

• Ultimate$52

  per user / month, billed annually ($65 billed monthly)

  Higher feature limits, custom AI and ML models, data preparation, and consulting and migration assistance.

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.

Zoho CRM

• Annual discount

  Save up to 34% with yearly billing

  Zoho's pricing page says yearly plans save up to 34%. Standard is $14 per user a month billed annually versus $20 monthly, and Professional is $23 versus $35.