Unified CRM and ERP built on the Microsoft cloud stack
Dynamics 365 is Microsoft's modular CRM and ERP platform: separate apps for Sales, Customer Service, Field Service, Marketing (now Customer Insights – Journeys), Finance, Supply Chain, Commerce and Project Operations, all sharing the Dataverse and Power Platform. We picked it because for any organisation already deep in Microsoft 365, Teams, Azure AD and Power BI, the integration story is impossible to match.
You license the apps you need per user. Data sits in Dataverse, where Power Apps, Power Automate and Copilot Studio extend the platform without code. Sales reps work inside Outlook with embedded Dynamics, Customer Service agents handle cases through omnichannel queues, and Customer Insights stitches a customer 360 view from CRM, ERP and external sources.
Microsoft Copilot is now embedded across apps for email drafting, opportunity summaries, case classification and forecast analysis, with additional capacity available as licensed add-ons.
Dynamics 365 is licensed per app, per user. Indicative annual prices: Sales Professional $65, Sales Enterprise $105, Customer Service Professional $50, Customer Service Enterprise $105, Field Service $105, Customer Insights – Journeys around $1,500/month per tenant base. Subsequent qualifying apps for the same user are heavily discounted. Copilot for Sales is a $50/user/month add-on. The total bill is rarely close to the headline app price; engage a Microsoft partner to model the true cost.
| Tool | Strength | Weakness vs Dynamics 365 |
|---|---|---|
| Dynamics 365 | Native Microsoft 365/Power Platform integration | — |
| Salesforce | Largest CRM ecosystem and AppExchange | Weaker native productivity tie-in, separate ERP |
| Oracle/SAP CX | Deep ERP-native processes | Weaker mid-market UX |
| HubSpot Enterprise | Cleaner UX, faster onboarding | Less depth for complex enterprise sales and ERP |
Buy if you have 100+ employees on Microsoft 365, you are already paying for Power BI and Power Automate, and you want one platform across CRM, ERP and customer service with native Copilot.
Skip if you are a small business under 50 staff or you want a fast self-serve setup. Dynamics is a partner-led implementation, not a weekend signup.
Click through the verified link to start a trial or talk to a partner about the current promotion. We re-check pricing monthly.
Finance teams at holding companies and multinational manufacturers use Dynamics 365 Finance to consolidate results across 20+ legal entities, automate intercompany transactions, and generate statutory reports in local GAAP formats. The platform handles currency translation, elimination entries, and audit trails natively, cutting month-end close cycles from 10 days to 3.
Ops teams running discrete or process manufacturing deploy Dynamics 365 Supply Chain Management to forecast demand, schedule production runs, and track material availability across plants. Real-time inventory and supplier performance metrics reduce stockouts and excess inventory simultaneously.
Service teams managing 100+ technicians use Dynamics 365 Field Service to auto-dispatch jobs based on location, skills, and availability. Mobile app lets technicians access customer history, parts inventory, and warranty terms on-site; completion data syncs back to finance for billing automation.
Quarterly access to product leadership.
Bonus credits redeemable on partner tooling.
We re-verify the offer every quarter so it never goes stale.
Hit the button on this page — opens the partner site in a new tab.
Check your investor or accelerator benefits portal for the Microsoft Dynamics 365 partner code. Y Combinator, Sequoia, and most Tier 1 VCs have codes available.
Renewals stay at the same rate — verified by us, not the vendor.
| Feature | Microsoft Dynamics 365 |
|---|---|
| Free trial | 14 days |
| Cheapest paid plan | $0/mo |
| Annual discount | Up to 25% |
| Refund window | 30 days |
| Setup time | < 1 hour |
| Best for | Founders |
“Powerful platform, steep learning curve, implementation risk”
“LinkedIn Sales Navigator integration is the standout CRM feature”
“Business Central replaced our legacy ERP and Microsoft investment paid off”
Free plan + free trial available
Free plan + free trial available
Verified offer
Free plan available
Verified offer
Verified offer
Free trial available
Verified offer
