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Top Rated
754 Ratings
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Top Rated
643 Ratings

Microsoft Dynamics 365

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Top Rated
754 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

SharpSpring from Constant Contact

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Top Rated
643 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 7.9 out of 100

Feature Set Ratings

    Sales Force Automation

    8.6

    Microsoft Dynamics 365

    86%

    SharpSpring from Constant Contact

    Feature Set Not Supported
    N/A
    Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) ranks higher in 9/9 features

    Customer data management / contact management

    8.2
    82%
    70 Ratings
    N/A
    0 Ratings

    Workflow management

    8.0
    80%
    68 Ratings
    N/A
    0 Ratings

    Territory management

    8.3
    83%
    52 Ratings
    N/A
    0 Ratings

    Opportunity management

    9.0
    90%
    64 Ratings
    N/A
    0 Ratings

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

    9.4
    94%
    67 Ratings
    N/A
    0 Ratings

    Contract management

    8.4
    84%
    53 Ratings
    N/A
    0 Ratings

    Quote & order management

    8.9
    89%
    49 Ratings
    N/A
    0 Ratings

    Interaction tracking

    8.6
    86%
    61 Ratings
    N/A
    0 Ratings

    Channel / partner relationship management

    8.6
    86%
    52 Ratings
    N/A
    0 Ratings

    Customer Service & Support

    7.8

    Microsoft Dynamics 365

    78%

    SharpSpring from Constant Contact

    Feature Set Not Supported
    N/A
    Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) ranks higher in 3/3 features

    Case management

    7.9
    79%
    52 Ratings
    N/A
    0 Ratings

    Call center management

    8.2
    82%
    45 Ratings
    N/A
    0 Ratings

    Help desk management

    7.3
    73%
    50 Ratings
    N/A
    0 Ratings

    Marketing Automation

    8.2

    Microsoft Dynamics 365

    82%

    SharpSpring from Constant Contact

    Feature Set Not Supported
    N/A
    Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) ranks higher in 2/2 features

    Lead management

    8.9
    89%
    62 Ratings
    N/A
    0 Ratings

    Email marketing

    7.5
    75%
    63 Ratings
    N/A
    0 Ratings

    CRM Project Management

    8.4

    Microsoft Dynamics 365

    84%

    SharpSpring from Constant Contact

    Feature Set Not Supported
    N/A
    Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) ranks higher in 3/3 features

    Task management

    8.4
    84%
    60 Ratings
    N/A
    0 Ratings

    Billing and invoicing management

    8.5
    85%
    45 Ratings
    N/A
    0 Ratings

    Reporting

    8.3
    83%
    54 Ratings
    N/A
    0 Ratings

    CRM Reporting & Analytics

    8.6

    Microsoft Dynamics 365

    86%

    SharpSpring from Constant Contact

    Feature Set Not Supported
    N/A
    Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) ranks higher in 3/3 features

    Forecasting

    9.0
    90%
    56 Ratings
    N/A
    0 Ratings

    Pipeline visualization

    8.1
    81%
    62 Ratings
    N/A
    0 Ratings

    Customizable reports

    8.8
    88%
    65 Ratings
    N/A
    0 Ratings

    Customization

    8.0

    Microsoft Dynamics 365

    80%

    SharpSpring from Constant Contact

    Feature Set Not Supported
    N/A
    Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) ranks higher in 4/4 features

    Custom fields

    8.3
    83%
    67 Ratings
    N/A
    0 Ratings

    Custom objects

    8.0
    80%
    62 Ratings
    N/A
    0 Ratings

    Scripting environment

    7.9
    79%
    49 Ratings
    N/A
    0 Ratings

    API for custom integration

    7.9
    79%
    53 Ratings
    N/A
    0 Ratings

    Security

    8.5

    Microsoft Dynamics 365

    85%

    SharpSpring from Constant Contact

    Feature Set Not Supported
    N/A
    Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) ranks higher in 2/2 features

    Single sign-on capability

    8.7
    87%
    57 Ratings
    N/A
    0 Ratings

    Role-based user permissions

    8.3
    83%
    58 Ratings
    N/A
    0 Ratings

    Social CRM

    8.2

    Microsoft Dynamics 365

    82%

    SharpSpring from Constant Contact

    Feature Set Not Supported
    N/A
    Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) ranks higher in 2/2 features

    Social data

    8.2
    82%
    37 Ratings
    N/A
    0 Ratings

    Social engagement

    8.1
    81%
    38 Ratings
    N/A
    0 Ratings

    Integrations with 3rd-party Software

    8.4

    Microsoft Dynamics 365

    84%

    SharpSpring from Constant Contact

    Feature Set Not Supported
    N/A
    Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) ranks higher in 2/2 features

    Marketing automation

    8.5
    85%
    57 Ratings
    N/A
    0 Ratings

    Compensation management

    8.3
    83%
    30 Ratings
    N/A
    0 Ratings

    Platform

    8.2

    Microsoft Dynamics 365

    82%

    SharpSpring from Constant Contact

    Feature Set Not Supported
    N/A
    Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) ranks higher in 1/1 features

    Mobile access

    8.2
    82%
    49 Ratings
    N/A
    0 Ratings

    Email & Online Marketing

    Microsoft Dynamics 365

    Feature Set Not Supported
    N/A
    7.4

    SharpSpring from Constant Contact

    74%
    SharpSpring from Constant Contact ranks higher in 9/9 features

    WYSIWYG email editor

    N/A
    0 Ratings
    7.4
    74%
    459 Ratings

    Dynamic content

    N/A
    0 Ratings
    7.4
    74%
    443 Ratings

    Ability to test dynamic content

    N/A
    0 Ratings
    7.1
    71%
    424 Ratings

    Landing pages

    N/A
    0 Ratings
    6.4
    64%
    430 Ratings

    A/B testing

    N/A
    0 Ratings
    8.0
    80%
    385 Ratings

    Mobile optimization

    N/A
    0 Ratings
    4.1
    41%
    416 Ratings

    Email deliverability reporting

    N/A
    0 Ratings
    8.5
    85%
    805 Ratings

    List management

    N/A
    0 Ratings
    8.9
    89%
    489 Ratings

    Triggered drip sequences

    N/A
    0 Ratings
    9.0
    90%
    464 Ratings

    Lead Management

    Microsoft Dynamics 365

    Feature Set Not Supported
    N/A
    8.8

    SharpSpring from Constant Contact

    88%
    SharpSpring from Constant Contact ranks higher in 4/4 features

    Lead nurturing

    N/A
    0 Ratings
    9.2
    92%
    474 Ratings

    Lead scoring and grading

    N/A
    0 Ratings
    8.3
    83%
    481 Ratings

    Data quality management

    N/A
    0 Ratings
    8.7
    87%
    457 Ratings

    Automated sales alerts and tasks

    N/A
    0 Ratings
    8.9
    89%
    453 Ratings

    Campaign Management

    Microsoft Dynamics 365

    Feature Set Not Supported
    N/A
    8.5

    SharpSpring from Constant Contact

    85%
    SharpSpring from Constant Contact ranks higher in 2/2 features

    Calendaring

    N/A
    0 Ratings
    8.4
    84%
    329 Ratings

    Event/webinar marketing

    N/A
    0 Ratings
    8.6
    86%
    313 Ratings

    Social Media Marketing

    Microsoft Dynamics 365

    Feature Set Not Supported
    N/A
    6.8

    SharpSpring from Constant Contact

    68%
    SharpSpring from Constant Contact ranks higher in 2/2 features

    Social sharing and campaigns

    N/A
    0 Ratings
    6.6
    66%
    307 Ratings

    Social profile integration

    N/A
    0 Ratings
    6.9
    69%
    353 Ratings

    Reporting & Analytics

    Microsoft Dynamics 365

    Feature Set Not Supported
    N/A
    8.3

    SharpSpring from Constant Contact

    83%
    SharpSpring from Constant Contact ranks higher in 3/3 features

    Dashboards

    N/A
    0 Ratings
    8.0
    80%
    476 Ratings

    Standard reports

    N/A
    0 Ratings
    8.7
    87%
    477 Ratings

    Custom reports

    N/A
    0 Ratings
    8.2
    82%
    438 Ratings

    Platform & Infrastructure

    Microsoft Dynamics 365

    Feature Set Not Supported
    N/A
    8.1

    SharpSpring from Constant Contact

    81%
    SharpSpring from Constant Contact ranks higher in 6/6 features

    API

    N/A
    0 Ratings
    8.2
    82%
    357 Ratings

    Role-based workflow & approvals

    N/A
    0 Ratings
    8.4
    84%
    394 Ratings

    Customizability

    N/A
    0 Ratings
    8.0
    80%
    432 Ratings

    Integration with Salesforce.com

    N/A
    0 Ratings
    8.0
    80%
    213 Ratings

    Integration with Microsoft Dynamics CRM

    N/A
    0 Ratings
    8.1
    81%
    97 Ratings

    Integration with SugarCRM

    N/A
    0 Ratings
    7.8
    78%
    90 Ratings

    Attribute Ratings

    • Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) is rated higher in 3 areas: Likelihood to Renew, Online Training, Implementation Rating
    • SharpSpring from Constant Contact is rated higher in 3 areas: Likelihood to Recommend, Usability, Support Rating

    Likelihood to Recommend

    7.9

    Microsoft Dynamics 365

    79%
    90 Ratings
    8.9

    SharpSpring from Constant Contact

    89%
    513 Ratings

    Likelihood to Renew

    7.9

    Microsoft Dynamics 365

    79%
    19 Ratings
    7.5

    SharpSpring from Constant Contact

    75%
    31 Ratings

    Usability

    8.0

    Microsoft Dynamics 365

    80%
    20 Ratings
    8.1

    SharpSpring from Constant Contact

    81%
    69 Ratings

    Availability

    Microsoft Dynamics 365

    N/A
    0 Ratings
    6.9

    SharpSpring from Constant Contact

    69%
    3 Ratings

    Performance

    Microsoft Dynamics 365

    N/A
    0 Ratings
    4.3

    SharpSpring from Constant Contact

    43%
    3 Ratings

    Support Rating

    8.3

    Microsoft Dynamics 365

    83%
    14 Ratings
    8.7

    SharpSpring from Constant Contact

    87%
    79 Ratings

    Online Training

    7.5

    Microsoft Dynamics 365

    75%
    2 Ratings
    4.5

    SharpSpring from Constant Contact

    45%
    2 Ratings

    Implementation Rating

    9.5

    Microsoft Dynamics 365

    95%
    8 Ratings
    8.3

    SharpSpring from Constant Contact

    83%
    14 Ratings

    Contract Terms and Pricing Model

    5.7

    Microsoft Dynamics 365

    57%
    4 Ratings

    SharpSpring from Constant Contact

    N/A
    0 Ratings

    Product Scalability

    Microsoft Dynamics 365

    N/A
    0 Ratings
    3.1

    SharpSpring from Constant Contact

    31%
    2 Ratings

    Professional Services

    7.5

    Microsoft Dynamics 365

    75%
    2 Ratings

    SharpSpring from Constant Contact

    N/A
    0 Ratings

    Likelihood to Recommend

    Microsoft Dynamics 365

    All told, if it hadn't been for the fact that we were testing it with both employees who knew CRM lingo and those who were new, we wouldn't have found such an issue. The program itself can be very useful for people who already manage CRMs, who know how to use them, who know how to run and manage employees on them, namely because of the "one-stop-shop" concept in data visibility. When it came down to it though, if you have high-turnover, then this product will devolve into only being used for it's base components. Down the middle, we found that the people who'd been in marketing for 4-5 years fell into the product easily because of the way it was written. Everyone before that, with novice experience, thought it was written like a textbook for a graduate class - little to no leeway if you don't happen to know one specific term
    Patrick Stephens | TrustRadius Reviewer

    SharpSpring from Constant Contact

    Very well suited for large corporate and any firms looking to utilize tracking and email marketing to the maximum. It is good at nurturing leads and converting them. I would say since SharpSpring is a little bit pricey that I would not recommend it for tiny firms that are in FMCG sectors and that barely utilize email, never mind email marketing.
    Jurgen Teichert | TrustRadius Reviewer

    Pros

    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

    SharpSpring from Constant Contact

    • Marketing Automation - simple to use and effective.
    • Sales Pipeline - very customizable for any industry.
    • Customer Support - their team is very responsive and knowledgeable.
    • Email Marketing - Easy to use but powerful segmentation and dynamic content capabilities.
    • Dynamic Form Creation - simple to use and very powerful.
    Tim Hemingway | TrustRadius Reviewer

    Cons

    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

    SharpSpring from Constant Contact

    • The landing page builder is a bit hard to use. Doesn’t have much flexibility.
    • Sometimes confusing between types of workflows to use. Opportunity versus visual.
    • If you imported contacts that weren’t formatted correctly. It is hard to delete a bull amount. Need to type DELETE for each one manually. No bull options to make changes.
    Kaila Troia | TrustRadius Reviewer

    Pricing Details

    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

    Microsoft Dynamics 365 Editions & Modules

    Additional Pricing Details

    SharpSpring from Constant Contact

    General

    Free Trial
    Yes
    Free/Freemium Version
    Premium Consulting/Integration Services
    Yes
    Entry-level set up fee?
    Required

    Starting Price

    $399 per month

    SharpSpring from Constant Contact Editions & Modules

    Edition
    1,000 Contacts$3991
    2,500 Contacts$4991
    5,000 Contacts$6991
    10,000 Contacts$8991
    20,000 Contacts$1,2991
    1. per month
    Additional Pricing Details

    Likelihood to Renew

    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

    SharpSpring from Constant Contact

    SharpSpring from Constant Contact 7.5
    Based on 31 answers
    We have been very impressed with all aspects of this software and the potential for it to radically change how we operate is huge! Support has been exceptional and we have discovered many extra uses for the software than originally thought. Not only will it give us benefits for our company's growth, but for our client's growth as well.
    David Fox | TrustRadius Reviewer

    Usability

    Microsoft Dynamics 365

    Microsoft Dynamics 365 8.0
    Based on 20 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

    SharpSpring from Constant Contact

    SharpSpring from Constant Contact 8.1
    Based on 69 answers
    This rating is coming from an administrative perspective. With so many features, workflows, dashboards, and more, there is certainly a lot going on, and even the most savvy software user can get a little overwhelmed when trying to decide how to best implement and utilize the platform to its full potential. That being said, the SharpSpring platform is well-implemented and well-organized, with most solutions being fairly intuitive, once you have a grasp of the software. It is fairly easy to learn, but difficult to master. Just like any powerful platform, however, the complexity is worth it, and once you are comfortable navigating and problem solving within SharpSpring, it becomes a great marketing and sales tool which can do virtually anything you need it to.
    Christine Mullins | TrustRadius Reviewer

    Support Rating

    Microsoft Dynamics 365

    Microsoft Dynamics 365 8.3
    Based on 14 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

    SharpSpring from Constant Contact

    SharpSpring from Constant Contact 8.7
    Based on 79 answers
    The support is great which really helps overcome challenges if you become stuck and the training videos are great too. Same-day replies are great and I even got some help with some CSS code on the chat. Not many organizations would do this or even respond.
    Darren Winter, MA | TrustRadius Reviewer

    Implementation Rating

    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

    SharpSpring from Constant Contact

    SharpSpring from Constant Contact 8.3
    Based on 14 answers
    Overall I would say to be patient and bring everyone who will be touching the platform to the onboarding sessions. The Virtual Classroom lets you onboard as quickly or slowly as you want. Sales, marketing, design, account management, get 'em all in on it. For the most part, they will be happy to use this platform. I recommend getting as many people as possible to see the SharpSpring demo.
    Matthew Maginley | TrustRadius Reviewer

    Alternatives Considered

    Microsoft Dynamics 365

    Salesforce has more desirable functions than Microsoft Dynamics 365, at a competitive price. Its user interface is far more superior, it has more customization, easier customization, and out of the box it is more pleasing to the eye and to the end user. If the client doesn't have a deep-rooted connection with Microsoft I wouldn't leap to Dynamics 365.
    Alexander Cooper | TrustRadius Reviewer

    SharpSpring from Constant Contact

    We use different CRMs for different clients, mostly due to budget and other requirements. SharpSpring from Constant Contact is in the middle, price-wise, but is slightly more user-friendly than ActiveCampaign when it comes to certain things, such as drip campaigns and workflows. Though the price can be prohibitive to some clients, it is extremely robust. I definitely prefer the list-building, the ability to send smart emails and the WYSIWYG editor.
    Kèlene Poyurs | TrustRadius Reviewer

    Contract Terms and Pricing Model

    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

    SharpSpring from Constant Contact

    No score
    No answers yet
    No answers on this topic

    Professional Services

    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

    SharpSpring from Constant Contact

    No score
    No answers yet
    No answers on this topic

    Return on Investment

    Microsoft Dynamics 365

    • It is hard to say, the reason why we are using Microsoft Dynamics CRM is because it is provided to us for free.
    • It could be worthwhile to investigate whether an alternative CRM (even though paid) can be used to boost the ROI
    Anonymous | TrustRadius Reviewer

    SharpSpring from Constant Contact

    • It's had a positive impact on ROI in that it's provided management with visibility into forecasting, making the budgeting process clearer.
    • When new representatives join the company it's easy to get [them] up and running in SharpSpring, minimizing time spent on training.
    • SharpSpring helps our team of reps clearly see the current list of opportunities, and create tasks to make sure we don't miss any follow-ups
    Jason Carlage | TrustRadius Reviewer

    Screenshots

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