Microsoft Dynamics 365 CRM vs Salesforce: Which CRM Is Best for SMBs?

Choosing the right CRM is one of the most important decisions for any growing business. Whether you want to increase sales, track leads better, improve customer service, or manage marketing activities — your CRM becomes the center of your business.

Two CRMs that stand out in the market are Microsoft Dynamics 365 CRM and Salesforce. Both are popular, powerful, and trusted worldwide. But the biggest question for small and mid-sized businesses is:

Which CRM is actually better for SMBs — Dynamics 365 CRM or Salesforce?

Both are popular, powerful, and widely used across the world. But the right CRM depends on your business size, budget, and goals. In this blog, we will compare both platforms in simple language so you can clearly understand which CRM fits your business better in 2025.

What is Dynamics 365 CRM?

Microsoft Dynamics 365 CRM is a customer relationship management solution that helps companies manage sales, marketing, customer service, and field operations—all in one place. It is part of the Microsoft ecosystem, so it connects smoothly with Outlook, Teams, Power BI, Excel, SharePoint, and other tools you already use.

Why SMBs like it:

• Easy to use
• Cost-effective
• Works well with Microsoft apps
• Good for fast-growing teams

What is Salesforce?

Salesforce is one of the world’s most well-known CRM platforms. It offers strong sales and marketing capabilities and is known for customization. It runs on a cloud platform and provides many add-ons and integrations.

Why SMBs like it:

• Highly customizable
• Large app marketplace
• Strong brand name

However, Salesforce can quickly become expensive as your team grows or as you need more features.

What Small and Mid-Sized Businesses Need in a CRM?

Before we compare the two, let’s understand what SMBs actually need:

• Affordable pricing
• Easy to use
• Fast implementation
• Good automation tools
• Mobile access
• Strong integration with daily tools
• Support when needed

Now let’s see how both CRM systems perform in these areas.

1. Pricing: Dynamics 365 CRM Is Usually More Affordable

When it comes to pricing, Dynamics 365 CRM is often more budget-friendly for SMBs.

Dynamics 365 CRM

• Offers flexible pricing
• Lower license cost
• You can choose only the modules you need
• No unnecessary overhead

Salesforce

• More expensive compared to Dynamics
• Additional features often cost extra
• Add-ons increase total cost quickly

Results: SMBs looking to reduce software costs usually prefer Dynamics 365 CRM.

2. Integration: Dynamics 365 Wins with Microsoft Ecosystem

One of the biggest advantages of Dynamics 365 CRM is seamless integration with tools businesses already use.

Dynamics 365 integrates perfectly with:

• Outlook
• Excel
• Teams
• SharePoint
• Power BI
• Word and other Microsoft apps

This makes daily work much easier because employees don’t have to switch between multiple systems.

Salesforce also has integrations, but:

• Mostly through third-party apps
• Additional costs may apply
• Setup takes longer

Results: If your business uses Microsoft 365, Dynamics CRM is the natural and easiest choice.

3. Ease of Use: Both are Good, but Dynamics Feels More Familiar

Both CRMs are user-friendly, but Dynamics 365 CRM has an advantage for companies already using Microsoft tools.

Dynamics 365 CRM:

• Has a clean interface
• Feels similar to other Microsoft products
• Faster learning curve

Salesforce:

• Also easy to use
• But feels different from Microsoft tools
• May take extra time for users to adapt

Result: For Microsoft users, Dynamics is easier to learn and use.

4. Customization: Both Are Strong, but Salesforce Is More Complex

Both CRMs allow businesses to customize modules, workflows, dashboards, and automation.

Dynamics 365 CRM

• Customization is simple
• Uses Power Apps for advanced customization
• No heavy coding needed

Salesforce:

• Strong customization tools
• Sometimes requires technical expertise
• May involve more time and higher cost

Result: Dynamics is easier and cheaper to customize for SMBs.

5. Automation & AI: Dynamics Gains Big Advantage with Copilot

Both CRMs support automation, but Dynamics 365 CRM now includes Microsoft Copilot — a strong AI assistant.

With Copilot, Dynamics 365 can:

• Write emails instantly
• Suggest next best actions
• Generate reports
• Create tasks automatically
• Give real-time insights

Salesforce

Einstein AI, but it is usually available in higher plans and can be expensive.

Result: Dynamics 365 gives SMBs more AI features at a lower cost.

6. Customer Support: Dynamics Offers Multiple Support Options

Dynamics 365 CRM Support

• Microsoft support
• Local partners like JRS Dynamics for fast help
• Large community

Salesforce Support

• Good quality support
• But partner support may cost extra

Result: Dynamics CRM provides more accessible and affordable support options.

7. Implementation Speed: Dynamics 365 CRM Is Faster

SMBs want quick deployment so they can start using the CRM without delays.

Dynamics 365 CRM:

Partners like JRS Dynamics can implement CRM in 4–6 weeks, depending on requirements.

Salesforce:

• Implementation time is usually longer
• Customizations add additional time

Result: For fast go-live, Dynamics CRM is better.

Dynamics 365 CRM vs Salesforce – Comparison Table

Which CRM Is Best for SMBs in 2025?

If your business is a small or mid-sized company, here’s the simplest explanation:

Choose Dynamics 365 CRM if you want:

• Lower cost
• Easy use
• Smooth connection with Outlook, Teams, Excel
• Faster setup
• Better value for money
• AI features included

Choose Salesforce if you:

• Need very complex customization
• Have a bigger budget
• Prefer a non-Microsoft ecosystem
• Are already using Salesforce tools

For most Indian SMEs and growing companies, Dynamics 365 CRM offers more benefits at a lower cost.

Why Choose JRS Dynamics as Your CRM Partner?

Selecting the right CRM is important — but choosing the right implementation partner matters even more. JRS Dynamics Info Solutions, a trusted Microsoft Partner, helps SMBs set up Dynamics 365 CRM quickly, smoothly, and with complete support.

What JRS Dynamics Delivers:

• Dynamics 365 CRM implementation in 6–8 weeks
• Custom sales, service, and marketing workflows
• Integration with Business Central, Power BI & Microsoft 365
• User training, documentation & post-go-live support
• CRM dashboards for leads, opportunities, sales pipelines
• Affordable CRM packages designed specifically for SMBs

No matter your industry — manufacturing, trading, distribution, retail, real estate, or services — we ensure your CRM delivers real business results from day one.

Also Read: How to Improve Customer Retention with Microsoft Dynamics 365 CRM

Conclusion: Dynamics 365 CRM vs Salesforce — Final Decision for SMBs

When we compare both platforms side by side, the answer becomes clear. Microsoft Dynamics 365 CRM is the better choice for most small and mid-sized businesses, especially in India and other fast-growing markets. It is more affordable, easier to use, faster to implement, and works smoothly with daily Microsoft tools like Outlook, Excel, and Teams. The addition of Microsoft Copilot also gives SMBs powerful AI capabilities without extra cost.

Salesforce is also a strong CRM, but it fits better for enterprises with bigger budgets and very advanced customization needs.

For SMBs that want a CRM that is smart, simple, and cost-effective — Dynamics 365 CRM is the smarter decision for 2025 and beyond.

Start Your CRM Journey with JRS Dynamics!

If you want a CRM that increases sales, improves customer relationships, and gives your team the confidence to work smarter — Dynamics 365 CRM is the answer.

Contact JRS Dynamics Info Solutions today to get a free consultation, system demo, or pricing plan tailored for your business.

Get in Touch with JRS Dynamics: linktr.ee/jrsdynamics.com