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Microsoft Dynamics 365 vs. Salesforce: CRM Integration Comparison

Microsoft Dynamics 365 vs. Salesforce: CRM Integration Comparison

CRM integrations help users solve problems, expand system functionality and streamline processes. Microsoft Dynamics 365 vs. Salesforce - each provides competitive integration options for businesses. Which CRM is right for your organization? To answer that question, let's review the types of integrations each platform supports.

Microsoft Dynamics 365

Dynamics 365 is designed to seamlessly integrate with all Microsoft tools, such as Teams, Office 365, SharePoint, and Outlook, just to name a few. Microsoft's AppSource, an online store containing thousands of installable applications that work with the CRM's common data model, make it possible for integrating with third-party apps.

There are out-of-the-box data management tools Microsoft offers, such as downloadable templates and data import wizards, where users can import almost any record type into the CRM from various systems. Comma-separated value (.csv), compressed (.zip), Excel (.xml), or text files are acceptable file types for importing.

In addition to out-of-the-box capabilities, Microsoft seamlessly integrates other reporting tools and social media platforms. Power BI is Microsoft's primary business intelligence tool used for data visualization and business analytics, which allows users to create stunning dashboards, reports, and share insights. Moreover, the Microsoft Teams for Dynamics 365 integration provides an all-in-one solution for team collaboration across multiple records and documents.

Dynamics 365 owns a lot of the app connections and tools it supports. If your company is already working with a dedicated Microsoft infrastructure, the user experience across each solution is bound to be better with Microsoft Dynamics 365 compared to another CRM or ERP solution.

Salesforce

Salesforce relies heavily on its app store, knowns as AppExchange, to support a wide-range of business functions that either come at an additional cost or aren't offered out-of-the-box. For that reason, there are significantly more options on Salesforce's AppExchange than Microsoft's AppSource.

Data Import Wizard is a native tool designed for importing and migrating up to 50,000 records into the Salesforce CRM at a time. But, only .csv file types are accepted and the tool does not support importing Cases and Opportunities, which can be a deal breaker. It also does not support bulk delete or update operations on records. Although there are other tools Salesforce offers to remedy this, their costs per user are steep.

To compete with Power BI, Salesforce offers Einstein Analytics Cloud, which is an AI-powered platform. Einstein Analytics Cloud is wildly more expensive than Power BI, but the tool can be quite powerful for discovering insights, visualizing data, and forecasting outcomes. And Salesforce's alternative to Microsoft Teams is Slack. Slack's integration with Salesforce allows users to communicate easily across private and public groups, and search and share CRM records within the app. However, document collaboration is not available at this time.

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 Services, Backup and Disaster Recovery, Cloud Based Computing, Email Security Implementation and Training, Unified Communication Solutions, and Cybersecurity Risk Assessment.