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Email Activity in Salesforce vs. Dynamics 365

Email Activity in Salesforce vs. Dynamics 365

Microsoft Dynamics 365 Sales Enterprise and Salesforce both offer so much value, that choosing the best CRM for your business can be complex. There are tradeoffs to both products, and finding the one that best matches your business requirements is key to having overall satisfaction with your choice.

Salesforce Email Setup and Ease of Use

Supporting sales efforts is a core feature both Salesforce and Microsoft Dynamics 365 share, but each has a different focus. Salesforce’s claim to fame is that it is easy to get up and running, and configuration without the need of a developer. First, a configuration profile is created. After that, setting up your email to sync takes a few seconds- username and password. Shortly after, emails sync to CRM and your sales team can focus their efforts in one consolidated area.

Email Activity Leveraging

Identifying meaningful metrics on sales targets before developing a formal segmentation plan is like being an archaeologist. Keeping track of how many days since a lead or contact has been figuratively 'touched' on a dashboard highlight leads who should be prioritized by an aggressive sales team.

The streaming Gmail capability of Salesforce is practical for setup, but not so forgiving for metric capturing. For a motivated sales team, it can be hard to nail down a Salesperson to only sending emails through the CRM. Example of this would be a sales person emailing directly from their Gmail inbox. Those email engagements are streamed into Salesforce when it syncs. This stream of emails syncing would bypass any workflow used to update 'last emailed' date. Trying to capture the date of your last ‘touch’ on a lead, you will find it will not be completely accurate, and will cause your sales team to lose confidence in an last-activity aging dashboard.

Microsoft Dynamics exchange

Microsoft can be a bit more daunting to set up email integration, and the Exchange settings to support the user integration can require a little more know how. It possible to create aging metrics on 'last touches', because all tracked email content data is pulled into Dataverse as an email message record. In contrast, Salesforce's streaming email data is 'living' outside of the CRM database. Supporting a high-velocity sales team to engage frequently with prospects is invaluable for measuring time expense, identifying trends and moving a deal to the finish line.

To learn more about other Salesforce and Dynamics Comparisons, check out these articles:

Dynamics 365 vs. Salesforce Feature Comparison: Connections

Dynamics 365 vs. Salesforce Feature Comparison: Advanced Search

Reach out to Beringer today!

We love to implement Microsoft Dynamics 365 solutions here at Beringer. We’ve been working with Microsoft Dynamics since its inception, and we’re always finding innovative ways to implement the latest tools and help automate business processes.

Beringer Technology Group, a leading Microsoft Gold Certified Partner specializing in Microsoft Dynamics 365 and CRM for Distribution also provides expert Managed IT ServicesBackup and Disaster RecoveryCloud Based Computing, Email Security Implementation and TrainingUnified Communication Solutions, and Cybersecurity Risk Assessment.



Rob is the CTO of Beringer Technology Group, and focuses his efforts on software development, cloud engineering, team mentoring and strategic technical direction. Rob has worked with Beringer since 2005, and has influenced every department from Development, Security, Implementation, Support and Sales. Rob graduated with his MBA from Rowan University in 2012, earned his Bachelors of Computer Science in 1997, and is current with several Microsoft technical certifications. Rob is very active, and loves to mountain bike, weight train, cook and hike with his dog pack.