Microsoft Dynamics 365 vs. Tableau Desktop

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Microsoft Dynamics 365
Score 7.8 out of 10
N/A
Microsoft Dynamics 365 is a CRM providing sales, marketing, and service functionality. It is offered as SaaS and on-premise. Dynamics 365 is part of the larger Dynamics suite of business intelligence and ERP products.
$44
per month
Tableau Desktop
Score 8.2 out of 10
N/A
Tableau Desktop is a data visualization product from Tableau. It connects to a variety of data sources for combining disparate data sources without coding. It provides tools for discovering patterns and insights, data calculations, forecasts, and statistical summaries and visual storytelling.
$70
per month
Pricing
Microsoft Dynamics 365Tableau Desktop
Editions & Modules
No answers on this topic
Tableau Creator
$70.00
Per User / Per Month
Offerings
Pricing Offerings
Microsoft Dynamics 365Tableau Desktop
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsAll pricing plans are billed annually.
More Pricing Information
Community Pulse
Microsoft Dynamics 365Tableau Desktop
Considered Both Products
Microsoft Dynamics 365
Chose Microsoft Dynamics 365
Out of all the software and CRMs evaluated, Microsoft Dynamics 365 was the best suited for the company and team's needs.
Chose Microsoft Dynamics 365
Our business switched from a year long Salesforce deployment to Microsoft Dynamics 365 Online in order to bring the program/project's data and database management in-house, eliminating the need for a Salesforce implementation consultant and resulting in significant cost …
Tableau Desktop
Chose Tableau Desktop
I've worked with Tableau and Power BI and would say that Power BI has come a long way in the past 2 years and is an equal matchup. Power BI pulls ahead with its integration with Office 365 and MS Power Apps.
Top Pros
Top Cons
Features
Microsoft Dynamics 365Tableau Desktop
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Microsoft Dynamics 365
7.9
69 Ratings
3% above category average
Tableau Desktop
-
Ratings
Customer data management / contact management8.768 Ratings00 Ratings
Workflow management7.266 Ratings00 Ratings
Territory management8.250 Ratings00 Ratings
Opportunity management8.362 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)7.665 Ratings00 Ratings
Contract management8.451 Ratings00 Ratings
Quote & order management8.347 Ratings00 Ratings
Interaction tracking7.259 Ratings00 Ratings
Channel / partner relationship management7.650 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Microsoft Dynamics 365
6.9
54 Ratings
8% below category average
Tableau Desktop
-
Ratings
Case management7.850 Ratings00 Ratings
Call center management8.144 Ratings00 Ratings
Help desk management4.948 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Microsoft Dynamics 365
7.8
66 Ratings
3% above category average
Tableau Desktop
-
Ratings
Lead management8.460 Ratings00 Ratings
Email marketing7.261 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Microsoft Dynamics 365
7.8
63 Ratings
3% above category average
Tableau Desktop
-
Ratings
Task management7.458 Ratings00 Ratings
Billing and invoicing management7.643 Ratings00 Ratings
Reporting8.452 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Microsoft Dynamics 365
8.9
64 Ratings
16% above category average
Tableau Desktop
-
Ratings
Forecasting9.154 Ratings00 Ratings
Pipeline visualization9.160 Ratings00 Ratings
Customizable reports8.463 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Microsoft Dynamics 365
7.8
66 Ratings
3% above category average
Tableau Desktop
-
Ratings
Custom fields8.365 Ratings00 Ratings
Custom objects7.960 Ratings00 Ratings
Scripting environment8.347 Ratings00 Ratings
API for custom integration6.851 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Microsoft Dynamics 365
7.9
61 Ratings
5% below category average
Tableau Desktop
-
Ratings
Single sign-on capability8.355 Ratings00 Ratings
Role-based user permissions7.556 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Microsoft Dynamics 365
8.0
36 Ratings
10% above category average
Tableau Desktop
-
Ratings
Social data8.335 Ratings00 Ratings
Social engagement7.636 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Microsoft Dynamics 365
7.6
55 Ratings
6% above category average
Tableau Desktop
-
Ratings
Marketing automation7.655 Ratings00 Ratings
Compensation management7.628 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Microsoft Dynamics 365
8.4
47 Ratings
11% above category average
Tableau Desktop
-
Ratings
Mobile access8.447 Ratings00 Ratings
BI Standard Reporting
Comparison of BI Standard Reporting features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Tableau Desktop
8.5
166 Ratings
4% above category average
Pixel Perfect reports00 Ratings8.3138 Ratings
Customizable dashboards00 Ratings9.0165 Ratings
Report Formatting Templates00 Ratings8.3144 Ratings
Ad-hoc Reporting
Comparison of Ad-hoc Reporting features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Tableau Desktop
8.9
163 Ratings
9% above category average
Drill-down analysis00 Ratings9.2158 Ratings
Formatting capabilities00 Ratings8.9161 Ratings
Integration with R or other statistical packages00 Ratings8.3121 Ratings
Report sharing and collaboration00 Ratings9.3156 Ratings
Report Output and Scheduling
Comparison of Report Output and Scheduling features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Tableau Desktop
8.8
157 Ratings
5% above category average
Publish to Web00 Ratings9.2148 Ratings
Publish to PDF00 Ratings8.4148 Ratings
Report Versioning00 Ratings8.6115 Ratings
Report Delivery Scheduling00 Ratings9.1122 Ratings
Delivery to Remote Servers00 Ratings8.572 Ratings
Data Discovery and Visualization
Comparison of Data Discovery and Visualization features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Tableau Desktop
8.6
155 Ratings
6% above category average
Pre-built visualization formats (heatmaps, scatter plots etc.)00 Ratings8.9153 Ratings
Location Analytics / Geographic Visualization00 Ratings8.8148 Ratings
Predictive Analytics00 Ratings8.7125 Ratings
Pattern Recognition and Data Mining00 Ratings8.02 Ratings
Access Control and Security
Comparison of Access Control and Security features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Tableau Desktop
8.7
141 Ratings
1% above category average
Multi-User Support (named login)00 Ratings8.8138 Ratings
Role-Based Security Model00 Ratings8.4118 Ratings
Multiple Access Permission Levels (Create, Read, Delete)00 Ratings8.7128 Ratings
Report-Level Access Control00 Ratings9.02 Ratings
Single Sign-On (SSO)00 Ratings8.976 Ratings
Mobile Capabilities
Comparison of Mobile Capabilities features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Tableau Desktop
8.4
134 Ratings
5% above category average
Responsive Design for Web Access00 Ratings8.6123 Ratings
Mobile Application00 Ratings8.396 Ratings
Dashboard / Report / Visualization Interactivity on Mobile00 Ratings8.7116 Ratings
Application Program Interfaces (APIs) / Embedding
Comparison of Application Program Interfaces (APIs) / Embedding features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Tableau Desktop
8.6
63 Ratings
8% above category average
REST API00 Ratings8.555 Ratings
Javascript API00 Ratings8.350 Ratings
iFrames00 Ratings8.848 Ratings
Java API00 Ratings8.745 Ratings
Themeable User Interface (UI)00 Ratings8.452 Ratings
Customizable Platform (Open Source)00 Ratings8.845 Ratings
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Microsoft Dynamics 365Tableau Desktop
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Score 9.8 out of 10
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Score 8.9 out of 10
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Score 9.1 out of 10
Reveal
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Score 9.9 out of 10
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Score 9.1 out of 10
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Score 9.7 out of 10
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User Ratings
Microsoft Dynamics 365Tableau Desktop
Likelihood to Recommend
7.8
(88 ratings)
8.8
(193 ratings)
Likelihood to Renew
8.0
(20 ratings)
8.9
(39 ratings)
Usability
8.0
(18 ratings)
8.6
(63 ratings)
Availability
-
(0 ratings)
8.0
(10 ratings)
Performance
-
(0 ratings)
6.1
(9 ratings)
Support Rating
7.9
(11 ratings)
6.9
(56 ratings)
In-Person Training
-
(0 ratings)
9.4
(4 ratings)
Online Training
7.5
(2 ratings)
8.0
(4 ratings)
Implementation Rating
9.2
(4 ratings)
8.0
(34 ratings)
Configurability
-
(0 ratings)
8.1
(2 ratings)
Contract Terms and Pricing Model
3.9
(3 ratings)
-
(0 ratings)
Ease of integration
-
(0 ratings)
10.0
(1 ratings)
Product Scalability
-
(0 ratings)
7.0
(3 ratings)
Professional Services
9.0
(1 ratings)
-
(0 ratings)
Vendor post-sale
-
(0 ratings)
10.0
(1 ratings)
Vendor pre-sale
-
(0 ratings)
10.0
(1 ratings)
User Testimonials
Microsoft Dynamics 365Tableau Desktop
Likelihood to Recommend
Microsoft
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
Read full review
Tableau
Tableau Desktop is one the finest tool available in the market with such a wide range of capabilities in its suite that makes it easy to generate insights. Further, if optimally designed, then its reports are fairly simple to understand, yet capable enough to make changes at the required levels. One can create a variety of visualizations as required by the business or the clients. The data pipelines in the backend are very robust. The tableau desktop also provides options to develop the reports in developer mode, which is one of the finest features to embed and execute even the most complex possible logic. It's easier to operate, simple to navigate, and fluent to understand by the users.
Read full review
Pros
Microsoft
  • 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.
Read full review
Tableau
  • An excellent tool for data visualization, it presents information in an appealing visual format—an exceptional platform for storing and analyzing data in any size organization.
  • Through interactive parameters, it enables real-time interaction with the user and is easy to learn and get support from the community.
Read full review
Cons
Microsoft
  • 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.
Read full review
Tableau
  • Formatting the data to work correctly in graphical presentations can be time consuming
  • Daily data extracts can run slowly depending on how much data is required and the source of the data
  • The desktop version is required for advanced functionality, editing on [the] Tableau server allows only limited features
Read full review
Likelihood to Renew
Microsoft
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.
Read full review
Tableau
Our use of Tableau Desktop is still fairly low, and will continue over time. The only real concern is around cost of the licenses, and I have mentioned this to Tableau and fully expect the development of more sensible models for our industry. This will remove any impediment to expansion of our use.
Read full review
Usability
Microsoft
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.
Read full review
Tableau
Tableau Desktop has proven to be a lifesaver in many situations. Once we've completed the initial setup, it's simple to use. It has all of the features we need to quickly and efficiently synthesize our data. Tableau Desktop has advanced capabilities to improve our company's data structure and enable self-service for our employees.
Read full review
Reliability and Availability
Microsoft
No answers on this topic
Tableau
When used as a stand-alone tool, Tableau Desktop has unlimited uptime, which is always nice. When used in conjunction with Tableau Server, this tool has as much uptime as your server admins are willing to give it. All in all, I've never had an issue with Tableau's availability.
Read full review
Performance
Microsoft
No answers on this topic
Tableau
Tableau Desktop's performance is solid. You can really dig into a large dataset in the form of a spreadsheet, and it exhibits similarly good performance when accessing a moderately sized Oracle database. I noticed that with Tableau Desktop 9.3, the performance using a spreadsheet started to slow around 75K rows by about 60 columns. This was easily remedied by creating an extract and pushing it to Tableau Server, where performance went to lightning fast
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Support Rating
Microsoft
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.
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Tableau
I have never really used support much, to be honest. I think the support is not as user-friendly to search and use it. I did have an encounter with them once and it required a bit of going back and forth for licensing before reaching a resolution. They did solve my issue though
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In-Person Training
Microsoft
No answers on this topic
Tableau
It is admittedly hard to train a group of people with disparate levels of ability coming in, but the software is so easy to use that this is not a huge problem; anyone who can follow simple instructions can catch up pretty quickly.
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Online Training
Microsoft
No answers on this topic
Tableau
The training for new users are quite good because it covers topic wise training and the best part was that it also had video tutorials which are very helpful
Read full review
Implementation Rating
Microsoft
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.
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Tableau
Again, training is the key and the company provides a lot of example videos that will help users discover use cases that will greatly assist their creation of original visualizations. As with any new software tool, productivity will decline for a period. In the case of Tableau, the decline period is short and the later gains are well worth it.
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Alternatives Considered
Microsoft
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.
Read full review
Tableau
If we do not have legacy tools which have already been set up, I would switch the visualization method to open source software via PyCharm, Atom, and Visual Studio IDE. These IDEs cannot directly help you to visualize the data but you can use many python packages to do so through these IDEs.
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Contract Terms and Pricing Model
Microsoft
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.
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Tableau
No answers on this topic
Scalability
Microsoft
No answers on this topic
Tableau
Tableau Desktop's scaleability is really limited to the scale of your back-end data systems. If you want to pull down an extract and work quickly in-memory, in my application it scaled to a few tens of millions of rows using the in-memory engine. But it's really only limited by your back-end data store if you have or are willing to invest in an optimized SQL store or purpose-built query engine like Veritca or Netezza or something similar.
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Professional Services
Microsoft
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.
Read full review
Tableau
No answers on this topic
Return on Investment
Microsoft
  • 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
Read full review
Tableau
  • Tableau was acquired years ago, and has provided good value with the content created.
  • Ongoing maintenance costs for the platform, both to maintain desktop and server licensing has made the continuing value questionable when compared to other offerings in the marketplace.
  • Users have largely been satisfied with the content, but not with the overall performance. This is due to a combination of factors including the performance of the Tableau engines as well as development deficiencies.
Read full review
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