

Sage CRM and Microsoft Dynamics CRM both compete in the CRM solutions category. Microsoft Dynamics CRM appears to have the upper hand due to its superior integration and ease of use.
Features: Sage CRM includes comprehensive staff communication tracking, customizable workflows, and robust case management. It integrates well with Microsoft Office 365 and offers stable finance capabilities. Microsoft Dynamics CRM features strong applicability, ease of configuration, and robust sales process tools, along with broad integration capabilities within the Microsoft suite.
Room for Improvement: Sage CRM could improve in areas such as email and social media integration for lead generation, a dynamic dashboard, and enhancements in UI and analytics. Microsoft Dynamics CRM may benefit from improved analytics performance, mobile functionality, and a more intuitive interface. Additional suggestions include better dashboard features, enhanced AI capabilities, and smoother integration with third-party systems.
Ease of Deployment and Customer Service: Sage CRM and Microsoft Dynamics CRM both offer cloud and on-premises deployment options, with Dynamics leaning more towards public cloud solutions. Sage provides satisfactory customer support and a substantial knowledge base, while Microsoft Dynamics is noted for fast response times and robust support that handles complex technical issues.
Pricing and ROI: Sage CRM is moderately priced with annual licensing rates manageable for larger enterprises, showing positive ROI outcomes. Microsoft Dynamics CRM is more expensive, especially for small to mid-sized businesses, but offers extensive functionality and integration, making the cost justifiable for larger enterprises, despite its complex pricing and licensing.
I recommend that those considering Microsoft Dynamics CRM conduct an ROI exercise to determine scalability and complex business needs because it is indeed a fantastic tool, especially if Microsoft can provide a better commercial model, which can significantly impact cost-effectiveness.
I would rate customer support as ten out of ten.
When we create a technical ticket for Microsoft, mostly the ETA is two to three days, but we mostly get responded to in 24 hours.
While the support operates within their standard SLA, it can be difficult to speak directly with someone over the phone.
Microsoft Dynamics CRM is highly scalable, rated at ten, even fifteen out of ten.
I would give it a ten out of ten for scalability.
Microsoft Dynamics CRM is scalable; it's easy to scale, but when customizations become extensive, maintainability can become challenging.
I would rate it ten out of ten.
There have been instances where issues with Microsoft Azure have affected Dynamics due to the infrastructure layer.
In the last two or three years, I have not seen anything or heard of that occurring with someone else anywhere in our organization.
More use-case-oriented material should be provided to help users and implementers learn how to do more, faster.
Microsoft Dynamics CRM needs improvement in simplifying the setup and configuration process, which can be relatively complex when we want all features to work properly.
Microsoft Dynamics CRM doesn't provide solutions that allow you to transform easily if you have a heterogeneous mix of technologies or if your contact center is on analog and you try to digitize it.
When we compare it to SAP or something like that, Microsoft Dynamics CRM is a very affordable solution.
The pricing of Microsoft Dynamics CRM can be complex due to Microsoft's complicated licensing model.
Microsoft Dynamics CRM costs about $110 to $115 per user per month, following a recent price increase.
The backend storage integrates seamlessly with OneDrive, and the solution offers robust security features, including Azure integration, two-factor authentication (2FA), and comprehensive audit trails.
The CRM is very fast, which is the most important aspect, and it's very handy.
The most valuable feature of Microsoft Dynamics CRM is its integration with Outlook and other Microsoft products like Microsoft 365, which includes emails, Teams, and SharePoint.
| Product | Mindshare (%) |
|---|---|
| Microsoft Dynamics CRM | 2.7% |
| Sage CRM | 0.7% |
| Other | 96.6% |

| Company Size | Count |
|---|---|
| Small Business | 43 |
| Midsize Enterprise | 22 |
| Large Enterprise | 21 |
| Company Size | Count |
|---|---|
| Small Business | 3 |
| Midsize Enterprise | 3 |
| Large Enterprise | 2 |
Microsoft Dynamics CRM integrates with Microsoft tools, offering ease of use and customization. Its interface and reporting features streamline sales and customer engagement, effectively managing leads and interactions.
Microsoft Dynamics CRM allows for seamless integration with Office 365 and Power Automate, providing scalability and security, and mobile access. It supports data handling and business process automation, optimizing workflows for diverse needs. Users note improvements needed in user-friendliness, mobile integration, and cost-effectiveness for small businesses. While managing sales and opportunity effectively, some find the interface complex and integrations with other systems, including ERP, needing enhancement. Performance may be slow and require heavy customization, with demands for better integration documentation, more detailed profiles, enhanced AI capabilities, and faster support.
What are the essential features of Microsoft Dynamics CRM?Organizations in industries such as finance, retail, and manufacturing leverage Microsoft Dynamics CRM for analytics, marketing, and customer engagement. It's integrated into data management and team collaboration efforts, with some using custom integration for HR, IT ticketing systems, and project management. Limitations are found in UI customization and analytics capabilities in specific industries.
Sage CRM offers efficient tracking for communication and billing, integrating seamlessly with Microsoft Office 365. Its customizable workflows and robust features for inventory control, accounting, and finance make it a reliable choice for businesses seeking a user-friendly interface and stable performance.
Sage CRM serves businesses by managing customer relationships and facilitating user-supplier networking, supporting account management, inventories, purchase orders, invoicing, and case tracking. It integrates with systems like Sage 300 ERP, managing entire transaction processes from quoting to invoicing. Businesses benefit from stable quoting features, scalability, and reliable technical support, although improvements are needed in integration with email, social media, and user interface modifications. Enhancements should also address dynamic reporting, analytics, and transaction monitoring speed.
What are the key features of Sage CRM?Sage CRM is implemented in industries for effective networking between users and suppliers, managing relationships, and supporting diverse functions like timesheets, opportunities, and data analytics. Its customization allows integration with platforms such as Sage 300 ERP to facilitate transaction recording and finance management.
We monitor all CRM reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. We validate each review for authenticity via cross-reference with LinkedIn, and personal follow-up with the reviewer when necessary.