<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener'>Customer Verified: Read more.</a>
Top Rated
192 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener'>Customer Verified: Read more.</a>
Top Rated
768 Ratings

ChurnZero

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener'>Customer Verified: Read more.</a>
Top Rated
192 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.3 out of 100

Microsoft Dynamics 365

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener'>Customer Verified: Read more.</a>
Top Rated
768 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 7.7 out of 100

Feature Set Ratings

  • ChurnZero ranks higher in 1 feature set: Security

Security

9.1

ChurnZero

91%
8.6

Microsoft Dynamics 365

86%
ChurnZero ranks higher in 1/2 features

Role-based user permissions

9.1
91%
127 Ratings
8.4
84%
59 Ratings

Single sign-on capability

N/A
0 Ratings
8.8
88%
58 Ratings

Platform & Infrastructure

8.8

ChurnZero

88%

Microsoft Dynamics 365

Feature Set Not Supported
N/A
ChurnZero ranks higher in 2/2 features

API

8.8
88%
110 Ratings
N/A
0 Ratings

Integration with Salesforce.com

8.7
87%
113 Ratings
N/A
0 Ratings

Customer Data Extraction / Integration

7.4

ChurnZero

74%

Microsoft Dynamics 365

Feature Set Not Supported
N/A
ChurnZero ranks higher in 2/2 features

Product usage

7.9
79%
146 Ratings
N/A
0 Ratings

Help desk / support tickets

6.9
69%
116 Ratings
N/A
0 Ratings

Customer Success Management

8.2

ChurnZero

82%

Microsoft Dynamics 365

Feature Set Not Supported
N/A
ChurnZero ranks higher in 7/7 features

NPS surveys

8.3
83%
130 Ratings
N/A
0 Ratings

Sponsor tracking

7.0
70%
50 Ratings
N/A
0 Ratings

Customer profiles

8.3
83%
142 Ratings
N/A
0 Ratings

Automated workflow

8.4
84%
146 Ratings
N/A
0 Ratings

Internal collaboration

8.0
80%
120 Ratings
N/A
0 Ratings

Customer health scoring

8.3
83%
149 Ratings
N/A
0 Ratings

Customer segmentation

8.8
88%
145 Ratings
N/A
0 Ratings

CSM Reporting & Analytics

7.9

ChurnZero

79%

Microsoft Dynamics 365

Feature Set Not Supported
N/A
ChurnZero ranks higher in 4/4 features

Customer health trends

7.9
79%
143 Ratings
N/A
0 Ratings

Engagement analytics

8.3
83%
141 Ratings
N/A
0 Ratings

Revenue forecasting

7.7
77%
19 Ratings
N/A
0 Ratings

Dashboards

7.7
77%
147 Ratings
N/A
0 Ratings

Sales Force Automation

ChurnZero

Feature Set Not Supported
N/A
8.6

Microsoft Dynamics 365

86%
Microsoft Dynamics 365 ranks higher in 9/9 features

Customer data management / contact management

N/A
0 Ratings
8.2
82%
70 Ratings

Workflow management

N/A
0 Ratings
8.0
80%
69 Ratings

Territory management

N/A
0 Ratings
8.3
83%
53 Ratings

Opportunity management

N/A
0 Ratings
9.0
90%
65 Ratings

Integration with email client (e.g., Outlook or Gmail)

N/A
0 Ratings
9.5
95%
68 Ratings

Contract management

N/A
0 Ratings
8.5
85%
54 Ratings

Quote & order management

N/A
0 Ratings
9.0
90%
50 Ratings

Interaction tracking

N/A
0 Ratings
8.7
87%
62 Ratings

Channel / partner relationship management

N/A
0 Ratings
8.5
85%
53 Ratings

Customer Service & Support

ChurnZero

Feature Set Not Supported
N/A
7.8

Microsoft Dynamics 365

78%
Microsoft Dynamics 365 ranks higher in 3/3 features

Case management

N/A
0 Ratings
7.8
78%
53 Ratings

Call center management

N/A
0 Ratings
8.1
81%
46 Ratings

Help desk management

N/A
0 Ratings
7.4
74%
51 Ratings

Marketing Automation

ChurnZero

Feature Set Not Supported
N/A
8.3

Microsoft Dynamics 365

83%
Microsoft Dynamics 365 ranks higher in 2/2 features

Lead management

N/A
0 Ratings
8.9
89%
63 Ratings

Email marketing

N/A
0 Ratings
7.7
77%
64 Ratings

CRM Project Management

ChurnZero

Feature Set Not Supported
N/A
8.4

Microsoft Dynamics 365

84%
Microsoft Dynamics 365 ranks higher in 3/3 features

Task management

N/A
0 Ratings
8.5
85%
61 Ratings

Billing and invoicing management

N/A
0 Ratings
8.5
85%
45 Ratings

Reporting

N/A
0 Ratings
8.3
83%
55 Ratings

CRM Reporting & Analytics

ChurnZero

Feature Set Not Supported
N/A
8.6

Microsoft Dynamics 365

86%
Microsoft Dynamics 365 ranks higher in 3/3 features

Forecasting

N/A
0 Ratings
8.9
89%
57 Ratings

Pipeline visualization

N/A
0 Ratings
8.2
82%
63 Ratings

Customizable reports

N/A
0 Ratings
8.8
88%
65 Ratings

Customization

ChurnZero

Feature Set Not Supported
N/A
8.1

Microsoft Dynamics 365

81%
Microsoft Dynamics 365 ranks higher in 4/4 features

Custom fields

N/A
0 Ratings
8.4
84%
68 Ratings

Custom objects

N/A
0 Ratings
8.1
81%
63 Ratings

Scripting environment

N/A
0 Ratings
8.0
80%
50 Ratings

API for custom integration

N/A
0 Ratings
8.0
80%
54 Ratings

Social CRM

ChurnZero

Feature Set Not Supported
N/A
8.3

Microsoft Dynamics 365

83%
Microsoft Dynamics 365 ranks higher in 2/2 features

Social data

N/A
0 Ratings
8.3
83%
38 Ratings

Social engagement

N/A
0 Ratings
8.2
82%
39 Ratings

Integrations with 3rd-party Software

ChurnZero

Feature Set Not Supported
N/A
8.5

Microsoft Dynamics 365

85%
Microsoft Dynamics 365 ranks higher in 2/2 features

Marketing automation

N/A
0 Ratings
8.6
86%
58 Ratings

Compensation management

N/A
0 Ratings
8.4
84%
31 Ratings

Platform

ChurnZero

Feature Set Not Supported
N/A
8.2

Microsoft Dynamics 365

82%
Microsoft Dynamics 365 ranks higher in 1/1 features

Mobile access

N/A
0 Ratings
8.2
82%
50 Ratings

Attribute Ratings

  • ChurnZero is rated higher in 2 areas: Likelihood to Recommend, Likelihood to Renew
  • Microsoft Dynamics 365 is rated higher in 4 areas: Usability, Support Rating, Online Training, Implementation Rating

Likelihood to Recommend

8.5

ChurnZero

85%
153 Ratings
8.0

Microsoft Dynamics 365

80%
91 Ratings

Likelihood to Renew

9.1

ChurnZero

91%
2 Ratings
7.9

Microsoft Dynamics 365

79%
19 Ratings

Usability

8.0

ChurnZero

80%
66 Ratings
8.1

Microsoft Dynamics 365

81%
21 Ratings

Availability

9.1

ChurnZero

91%
1 Rating

Microsoft Dynamics 365

N/A
0 Ratings

Performance

6.4

ChurnZero

64%
1 Rating

Microsoft Dynamics 365

N/A
0 Ratings

Support Rating

8.0

ChurnZero

80%
67 Ratings
8.2

Microsoft Dynamics 365

82%
15 Ratings

In-Person Training

6.4

ChurnZero

64%
1 Rating

Microsoft Dynamics 365

N/A
0 Ratings

Online Training

7.3

ChurnZero

73%
2 Ratings
7.5

Microsoft Dynamics 365

75%
2 Ratings

Implementation Rating

6.4

ChurnZero

64%
1 Rating
9.5

Microsoft Dynamics 365

95%
8 Ratings

Contract Terms and Pricing Model

ChurnZero

N/A
0 Ratings
5.7

Microsoft Dynamics 365

57%
4 Ratings

Product Scalability

9.1

ChurnZero

91%
1 Rating

Microsoft Dynamics 365

N/A
0 Ratings

Professional Services

ChurnZero

N/A
0 Ratings
7.5

Microsoft Dynamics 365

75%
2 Ratings

Likelihood to Recommend

ChurnZero

This is a truly impressive platform and tool for any business. Sure, it requires some effort and time to set up. However, ChurnZero has a team of dedicated and knowledgeable associates that will help you every step of the way. You really need to treat them like an extension of your own team, but the effort to get everything set up and functional is well worth it. Highly recommended.
Joseph Clark | TrustRadius Reviewer

Microsoft Dynamics 365

We work in a Cloud environment with Azure where using Microsoft Dynamics 365 as a CRM and ERP application helps us to a great extent. We mostly deal with data projects at the moment and combining/Integrating Microsoft Dynamics 365 with other Microsoft applications is easier that helps us to meet the project objective and our goal.
Anonymous | TrustRadius Reviewer

Pros

ChurnZero

  • Onboarding Experience - I'm paired with my CSM and a Technical Solutions Engineer right from the start. We meet constantly and they help drive adoption for both myself as well as my CSM team.
  • UI/UX - The user experience for the CSM is very straightforward and user-friendly. Having an easy-to-use platform means it's easier for me as the ops manager to drive the adoption of new campaigns within ChurnZero for my team.
  • Segments - The bedrock of ChurnZero. The building of segments and their use within the platform makes targeting reports, plays, journeys, alerts, dashboards, you name it - so incredibly easy to do. It's also something our CSMs can be empowered to build themselves in private views, allowing me to no longer be a blocker on asks from my team.
Will Patterson | TrustRadius Reviewer

Microsoft Dynamics 365

  • Some useful out-of-the-box features, like mass uploads of Leads from trade shows or when qualifying a Lead, CRM automatically creates the Opportunity, Contact, and Account for you, etc.
  • Really powerful customizations through the user interface to improve user experience. Things like Business Rules, for example, if Field A = 1, then Field B = 2 and Field C = 2, if Field A = 2, then Field B and Field C don't apply, so automatically hide them.
  • Or other functionality that improves user experience, like Business Process Flows. These walk users step by step through our business process, helping them know when certain actions should take place, and at what point other data is now required. We've used this extensively with our Lead to Opportunity to Quote to Order process, helping users understand the business process each step of the way.
  • Customizations built on top of the platform now called model-driven PowerApps. You can have connections to "typical" data, like Accounts, Contacts, or Opportunities, for example, but then connect that data to custom entities, records that only apply to your specific business. This is all done through the user interface and allows you to customize and automate specific line-of-business applications for your specific needs.
  • Behind the scenes, D365 CE is built on SQL. So the data conforms to industry standards and makes it much easier to interact with. Your developers and IT team will thank you.
Anonymous | TrustRadius Reviewer

Cons

ChurnZero

  • We have only come across very minor things that haven't been possible. For the most part, 99% of what we want to do is possible. The things we haven't been able to do have to do with sorting dashboard reports and seeing % of ChurnScores on a pie chart. Neither of which are deal-breakers but would be definitely nice to have. I have been in the SaaS industry for over 15 years on the sales/account management/customer success side. I went into this expecting to be disappointed during implementation on something that wouldn't be possible and I have been very pleasantly surprised to not have that experience.
Alaina Loori | TrustRadius Reviewer

Microsoft Dynamics 365

  • Microsoft Dynamics 365 storage & license cost can prohibit some large deployments or even cost-sensitive small projects from using the platform (although I'm certain most deployments would realize a positive ROI if implemented correctly with process automation).
  • The cost and licensing document for Dynamics 365 is 61 pages and will take a rocket scientist to understand it. It's better to just have your Microsoft help estimate the cost if they are willing to help you that.
  • The documentation on how to first fully understand the Out of the Box default solution and settings is lacking or even non-existing. This has the potential to derail Dynamic 365 launches and implementations from the gitgo. Want to use an out of the box entity?.. well it's probably related to 5 other entities that require configuration and full understanding of it to successful implement. And you ask where is the laymen guide or instructions?... User groups and forums. In Summary, Microsoft can up its game in deployment training and supporting documentation.
  • Microsoft needs to incentivize more external platforms to build app connectors for easy integration, such as ZenDesk, Slack, Tableau, etc. Even the current connector apps such as Salesforce, MailChimp, Docusign are useless or don't work at all.
  • Several limitations inhibit successful Dynamics 365 deployments such as: limited number of Rollup field calculations (summarizing fields on child/related records), limited number rows that can exported to Excel via advanced find, Dynamics 365 files, log and database storage size limit is extremely small and will always require purchasing additional storage (for Online deployments).
  • New user buy-in or acceptance or system platform changes can be difficult if a solid change management plan isn't enacted.
  • Don't expect much help from Microsoft on implementation or solutions unless it's a technical flaw with the platform. Microsoft relies on their MVP partner network to consult for implementations at a hefty cost. Hiring a knowledgeable and savvy Dynamics 365 System Administrator can reduce the need for consultant support; of course, this is dependant upon many many variables.
Justin Pink | TrustRadius Reviewer

Pricing Details

ChurnZero

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Starting Price

Microsoft Dynamics 365

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Starting Price

$44 per month

Likelihood to Renew

ChurnZero

ChurnZero 9.1
Based on 2 answers
It's a great software and tool specialized in helping the company know its customers and prevent them from leaving. It also helps data analysis and automation.
Samuel Hewstone | TrustRadius Reviewer

Microsoft Dynamics 365

Microsoft Dynamics 365 7.9
Based on 19 answers
CRM has allowed us to keep all of our data in one place that is easy for all users within the company to view. I came into the company after they had been using CRM for about 4 years. They have all said that since we have used this it has helped us control work processes better, it has allowed us to be able to track things so much better, and has been something that has helped unite many processes that used to be all over the place.We are currently using CRM 4.0 and are planning on upgrading in the next 18 months to the 2011 version. Support for 4.0 is almost all but dried up. Understandably so. Some of the customization we have done, and a plugins we use, are now contained within the 2011 version so we are looking forward to that upgrade.We use an email marketing company as well, and they primarily support the 2011 version, but their product connects and is integrated within CRM. This is a great benefit as well so that all of our marketing information can be contained in one location.
Chris Jensen | TrustRadius Reviewer

Usability

ChurnZero

ChurnZero 8.0
Based on 66 answers
This is the area I'd say ChurnZero could improve on. I have a lot of minor issues with things like the email editor, finding the correct merge fields, or custom fields to select and use. It never causes significant problems, but still, improvements would be welcomed.
Ryan DeAngelo | TrustRadius Reviewer

Microsoft Dynamics 365

Microsoft Dynamics 365 8.1
Based on 21 answers
My review can help others to choose the correct CRM like Microsoft Dynamics 365 CRM. I see lots of great things in Microsoft Dynamics 365 that make your business easy and smooth also MS allows users to customize the software according to their needs. So Thought I should share my experience with others.
Mohd Nazish | TrustRadius Reviewer

Reliability and Availability

ChurnZero

ChurnZero 9.1
Based on 1 answer
Quick response by the CZ team.
Beatriz de Rosa Soares | TrustRadius Reviewer

Microsoft Dynamics 365

No score
No answers yet
No answers on this topic

Support Rating

ChurnZero

ChurnZero 8.0
Based on 67 answers
The customer support is very responsive whenever you need help with something within the platform. I've never had a bad experience over my tenure at my current employer. They usually reply within 1 hour or less via email correspondence. Please keep up the good work with the customer support team, and we know it's not an easy one.
Zlatan Divjakinja | TrustRadius Reviewer

Microsoft Dynamics 365

Microsoft Dynamics 365 8.2
Based on 15 answers
Our partner, Ledgeview Partners has been FANTASTIC to work with. They are always timely in their response and have taken time to understand our business and our specific needs. We've made a lot of advanced customizations and they have been a great help in making those updates.
Todd Jankowski | TrustRadius Reviewer

Online Training

ChurnZero

ChurnZero 7.3
Based on 2 answers
The training and onboarding have been very helpful. Since I was not a part of the team when ChurnZero was implemented, it was important to get brought up to speed as quickly as possible and our CSM has been incredibly receptive in that regard.
Ben Butler | TrustRadius Reviewer

Microsoft Dynamics 365

Microsoft Dynamics 365 7.5
Based on 2 answers
No answer on this topic is available.

Implementation Rating

ChurnZero

ChurnZero 6.4
Based on 1 answer
Sometimes, it can be hard to implement other systems to CZ.
Beatriz de Rosa Soares | TrustRadius Reviewer

Microsoft Dynamics 365

Microsoft Dynamics 365 9.5
Based on 8 answers
We used a data warehouse to house our data, and our IT team and implementation vendor worked diligently ahead of time to construct idea implementation plans. Out of millions of records- we had less than a dozen errors, which is remarkable. My major insight is simply having a group of completely devoted individuals working towards your goal who fully understand the desired outcome. Focused resources for implementation season are critical to success.
Sara Tsoodle | TrustRadius Reviewer

Alternatives Considered

ChurnZero

Much more robust with plays, segmentation, and in-app messaging capabilities. Also, better sales experience. Churn Zero took the time to learn our business and that made our implementation more customized for us. There were also integrations to other systems that we use that other solution didn't have. Overall, ChurnZero felt like the most complete solution for end-to-end customer experience and success management.
Mike Holihan | TrustRadius Reviewer

Microsoft Dynamics 365

Microsoft Dynamics was part of a system overhaul for a local school, and we looked at many products. If we had used it for a company with low turnover, then it might have been more feasible. They needed something a new person could learn quickly, someone who might also be learning marketing terms at the same time - especially if there is nobody to train the individual now expected to know the system. Similar issues occurred with all of these programs (we called it being too big for their britches), and one of the bigger things we liked was that it is more compatible with MS Office products in both technical and visual appeal. If you have a steady employees who use a CRM consistently, low turnover, and those who are very familiar with Office products, Dynamics would be the smartest option for you. Unfortunately, this was just not true for the school environment
Patrick Stephens | TrustRadius Reviewer

Contract Terms and Pricing Model

ChurnZero

No score
No answers yet
No answers on this topic

Microsoft Dynamics 365

Microsoft Dynamics 365 5.7
Based on 4 answers
On our purchase, I'd been interrogated about our usage. Our needs are met by Microsoft Dynamics 365, which is simple to use. With so much data and information available, we must ensure that it is presented correctly to managers. Due to a lack of use, we don't have to spend as much money on Salesforce.
Mst Rahima Khatun | TrustRadius Reviewer

Scalability

ChurnZero

ChurnZero 9.1
Based on 1 answer
Easy to escalate.
Beatriz de Rosa Soares | TrustRadius Reviewer

Microsoft Dynamics 365

No score
No answers yet
No answers on this topic

Professional Services

ChurnZero

No score
No answers yet
No answers on this topic

Microsoft Dynamics 365

Microsoft Dynamics 365 7.5
Based on 2 answers
My company's preferred program right now is Microsoft Dynamics 365. We use it to keep track of customers and important sales metrics in a streamlined manner. Anyone familiar with CRMs will find the tool extremely useful. Considering that we have a good turnover, this product will be used for its basic segments. As a result, there are few chances of error with Microsoft dynamics because it is so easy to use. Many options for recording data on these leads are available. It meets our needs and pays off.
Mst Rahima Khatun | TrustRadius Reviewer

Return on Investment

ChurnZero

  • ChurnZero has helped me save numerous customer accounts from churning. It also helps me understand how to re-engage distant customers. It's been crucial for managing accounts in onboarding or purchasing new products.
  • I do think my company is missing aspects of onboarding journey data regarding the types of journeys that take longer or having fields that would relate to why users are struggling to adopt the software and that would be helpful for the types of customers that I work with on a daily basis.
  • I really appreciate how ChurnZero alerts me of what journeys are falling behind, stuck, etc. It really does help to know if I've missed updating a task or if I need to reconnect with a user I haven't touched base with in awhile. This saves my company from losing customers and preventing customers from failing their journeys.
Chauntee Clark | TrustRadius Reviewer

Microsoft Dynamics 365

  • For those without a centralized, all in one solution for major HR, Finance and other departments, Microsoft Dynamics 365 has vastly improved employee time utilization and profit.
  • Migrating clients from on-premise to the cloud has reaped benefits including better security, no unscheduled downtime and frequent updates to functionality.
  • Those transferring from cheaper solutions have lost money in the aim to be better integrated with other Microsoft products and AI they don't really utilize.
Alexander Cooper | TrustRadius Reviewer

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