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Webinar: Microsoft Dynamics 365 Vs. Salesforce CRM – Choose wisely between the two Leading Platforms

Modern CRM platforms offer much more than sales, service, and marketing. Learn how to choose and build upon your ecosystem wisely in a rapidly changing market.

If you seek industry-leading customer relationship management, but need help making a choice between the two top platforms and ecosystems on the market, this webinar provides insight on both the core functionality available in Microsoft Dynamics 365 CE and Salesforce CRM, and capabilities of their broader ecosystem including Artificial Intelligence, automation, and low-code technology. The goal is to help you make the right decision for your organization, now and in the future.

Today’s Customer Relationship Management platforms go beyond traditional sales, service, and marketing features. Forward thinking organizations are choosing their platform or expanding their usage of current platforms based on the next generation features available and the overall ecosystem. If you are looking to benefit from critical Artificial Intelligence, analytics, automation, integration, and other capabilities essential to your business strategy, this webinar will dig deep into the pros and cons of each company’s unique approach. In addition, new methodologies for low-code development, drag and drop process and application creation, and improved integration with third party platforms are now important considerations in how you will customize, extend, and maintain your systems. This combination of factors makes it more important than ever to understand the total offering.


Microsoft Dynamics 365 Vs. Salesforce CRM – Choose wisely between the two Leading

Korcomptenz presented a webinar titled “Microsoft Dynamics 365 vs Salesforce CRM: Choose wisely between the two leading platforms” The webinar was conducted on March 31, 2021 and the main agenda included:

  • What makes a “modern” CRM modern
  • Understand the core capabilities of Salesforce and Microsoft
  • Overall pros and cons
  • Price points and cost of ownership
  • Explore the next generation offerings available in the Salesforce and Microsoft ecosystems
  • Salesforce Einstein versus Microsoft AI-builder
  • Salesforce and Microsoft approaches to automation and chatbots
  • Analytics capabilities in both platforms
  • Low code technologies in both platforms

We introduced both Microsoft Dynamics 365 and Salesforce CRM and showed how:

  • Modern CRM technologies include an entire ecosystem that supports valuable new AI, automation, and low code tools.

  • Microsoft and Salesforce are both leaders in the market, providing a wide range of core functionality across sales, service, and marketing.

  • Microsoft and Salesforce both have a sharp strategic focus on helping you acquire new customers, increasing retention, and generating important insight for your business.
  • Microsoft and Salesforce, however, take different approaches to next-generation Artificial Intelligence, automation, and low code capabilities.

To know more and follow the webinar in detail, watch the video above. Here is the Webinar SlideShare for you:

Key Questions that were answered

Q1. What are the top automation opportunities in the Salesforce and Microsoft?

Each organization’s sales process is unique. Generally, there are two trends in automation. First, is the ability to ingest orders or opportunities online through email or e-commerce platforms. This is where Power Automate or Einstein Automate comes in. They can monitor your order inbox or even sales representative box, and load information directly in CRM to start the sales order process. Within the CRM other processes can be automated. For example, if a customer is coming up for renewal they system can automatically generate contracts a month prior to renewal date. If you use DocuSign or Adobe Sign, the entire contract process can be automated.

Q2. How long does it take to deploy your implement Salesforce or Microsoft Dynamics?

It all depends on the features you are using, whether it’s just sales, or sales and service, or all three core modules. Out of the box feature can generally be implemented in four weeks. However, depending on the needs of the customer and complexity of environment, a project can run for several months, or if there are complex integrations and customizations, or a lot of users and divisions, over a year.

Q3. What factors should an organization consider when they decide on an analytics platform?

First you should consider where the data you want to report on lives, or at least the large portion of it. Einstein analytics is a great tool if the information you want to report on is mostly present in Salesforce. If the data is primarily located in ERP software or accounting software, however, it can be quite expensive to move all that data to Salesforce. In that case, we would likely recommend Microsoft Azure Synapse and Power BI.

Q4. Is there any difference in cost in deploying Salesforce or Microsoft Dynamics?

Both Salesforce and Microsoft offer difference licensing models, Salesforce is generally a little more expensive. The implementation costs are comparable depending on the complexity.

Q5. How hard or easy is to move from one platform to another?

There is no easy migrate button. Everything on one platform needs to be configured in the other platform. There are tools which migrates the data and mapping the data between the platforms, but ultimately migration requires a separate project similar to a fresh installation.