Microsoft Dynamics 365 vs. Zoho Analytics

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Microsoft Dynamics 365
Score 8.0 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
Zoho Analytics
Score 8.4 out of 10
Small Businesses (1-50 employees)
Zoho Analytics is a self-service BI and analytics platform that uncovers patterns, spots emerging trends, tracks business metrics, and detects anomalies. Designed for ease of use, it enables business users to create reports and dashboards independently, without relying on IT.
$60
per month 5 users
Pricing
Microsoft Dynamics 365Zoho Analytics
Editions & Modules
No answers on this topic
Standard
$60
per month Starts at 5 Users
Premium
$145
per month Starts at 15 Users
Enterprise
$575
per month Starts at 50 Users
Offerings
Pricing Offerings
Microsoft Dynamics 365Zoho Analytics
Free Trial
YesYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsThere is a 20% discount for all plans if subscribed yearly. Customers can buy add-on rows and users, in addition to the plans listed above.
More Pricing Information
Community Pulse
Microsoft Dynamics 365Zoho Analytics
Considered Both Products
Microsoft Dynamics 365

No answer on this topic

Zoho Analytics
Chose Zoho Analytics
Microsoft Dynamics and Zoho are two very different animals. Zoho's module approach is coupled together loosely while Microsoft Dynamics' modules are natively integrated. In the final analysis, these products may have much different use cases for different types of users. …
Chose Zoho Analytics
Zoho Reports is very simple to setup and use. It is simple to understand the interfaces and how it integrates.
It also offers indepth analysis and its even multi-lingual. not many Reports platforms offer this.
Features
Microsoft Dynamics 365Zoho Analytics
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Microsoft Dynamics 365
7.7
84 Ratings
2% below category average
Zoho Analytics
-
Ratings
Customer data management / contact management7.981 Ratings00 Ratings
Workflow management7.980 Ratings00 Ratings
Territory management7.160 Ratings00 Ratings
Opportunity management7.572 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)8.079 Ratings00 Ratings
Contract management7.961 Ratings00 Ratings
Quote & order management7.458 Ratings00 Ratings
Interaction tracking8.171 Ratings00 Ratings
Channel / partner relationship management7.362 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Microsoft Dynamics 365
8.0
68 Ratings
4% above category average
Zoho Analytics
-
Ratings
Case management7.863 Ratings00 Ratings
Call center management7.850 Ratings00 Ratings
Help desk management8.457 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Microsoft Dynamics 365
7.8
78 Ratings
0% above category average
Zoho Analytics
-
Ratings
Lead management7.672 Ratings00 Ratings
Email marketing8.171 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Microsoft Dynamics 365
8.0
76 Ratings
4% above category average
Zoho Analytics
-
Ratings
Task management8.171 Ratings00 Ratings
Billing and invoicing management8.054 Ratings00 Ratings
Reporting8.065 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Microsoft Dynamics 365
7.6
77 Ratings
1% below category average
Zoho Analytics
-
Ratings
Forecasting7.667 Ratings00 Ratings
Pipeline visualization7.773 Ratings00 Ratings
Customizable reports7.476 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Microsoft Dynamics 365
7.7
80 Ratings
0% above category average
Zoho Analytics
-
Ratings
Custom fields7.678 Ratings00 Ratings
Custom objects7.572 Ratings00 Ratings
Scripting environment7.956 Ratings00 Ratings
API for custom integration7.861 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Microsoft Dynamics 365
8.8
75 Ratings
4% above category average
Zoho Analytics
-
Ratings
Single sign-on capability8.869 Ratings00 Ratings
Role-based user permissions8.770 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Microsoft Dynamics 365
7.7
44 Ratings
3% above category average
Zoho Analytics
-
Ratings
Social data7.843 Ratings00 Ratings
Social engagement7.643 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Microsoft Dynamics 365
7.2
65 Ratings
4% below category average
Zoho Analytics
-
Ratings
Marketing automation7.665 Ratings00 Ratings
Compensation management6.834 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Microsoft Dynamics 365
6.8
56 Ratings
11% below category average
Zoho Analytics
-
Ratings
Mobile access6.856 Ratings00 Ratings
BI Standard Reporting
Comparison of BI Standard Reporting features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Zoho Analytics
8.7
135 Ratings
6% above category average
Pixel Perfect reports00 Ratings8.9106 Ratings
Customizable dashboards00 Ratings8.6135 Ratings
Ad-hoc Reporting
Comparison of Ad-hoc Reporting features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Zoho Analytics
8.2
137 Ratings
2% above category average
Drill-down analysis00 Ratings8.1131 Ratings
Formatting capabilities00 Ratings7.7136 Ratings
Report sharing and collaboration00 Ratings8.7137 Ratings
Report Output and Scheduling
Comparison of Report Output and Scheduling features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Zoho Analytics
8.5
129 Ratings
3% above category average
Publish to Web00 Ratings8.4108 Ratings
Publish to PDF00 Ratings8.6127 Ratings
Report Delivery Scheduling00 Ratings8.5112 Ratings
Data Discovery and Visualization
Comparison of Data Discovery and Visualization features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Zoho Analytics
8.1
84 Ratings
1% above category average
Pre-built visualization formats (heatmaps, scatter plots etc.)00 Ratings8.380 Ratings
Location Analytics / Geographic Visualization00 Ratings8.672 Ratings
Predictive Analytics00 Ratings7.466 Ratings
Access Control and Security
Comparison of Access Control and Security features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Zoho Analytics
8.5
129 Ratings
0% above category average
Multi-User Support (named login)00 Ratings8.7127 Ratings
Role-Based Security Model00 Ratings8.972 Ratings
Multiple Access Permission Levels (Create, Read, Delete)00 Ratings8.6122 Ratings
Report-Level Access Control00 Ratings7.930 Ratings
Single Sign-On (SSO)00 Ratings8.674 Ratings
Mobile Capabilities
Comparison of Mobile Capabilities features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Zoho Analytics
6.8
97 Ratings
13% below category average
Responsive Design for Web Access00 Ratings7.671 Ratings
Mobile Application00 Ratings5.073 Ratings
Dashboard / Report / Visualization Interactivity on Mobile00 Ratings6.486 Ratings
Application Program Interfaces (APIs) / Embedding
Comparison of Application Program Interfaces (APIs) / Embedding features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Zoho Analytics
8.4
65 Ratings
8% above category average
REST API00 Ratings8.161 Ratings
iFrames00 Ratings8.653 Ratings
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User Ratings
Microsoft Dynamics 365Zoho Analytics
Likelihood to Recommend
7.6
(103 ratings)
7.6
(139 ratings)
Likelihood to Renew
8.0
(20 ratings)
8.9
(9 ratings)
Usability
7.5
(33 ratings)
8.0
(83 ratings)
Availability
-
(0 ratings)
9.1
(1 ratings)
Performance
-
(0 ratings)
9.1
(2 ratings)
Support Rating
8.0
(11 ratings)
5.3
(18 ratings)
Online Training
7.5
(2 ratings)
-
(0 ratings)
Implementation Rating
9.2
(4 ratings)
5.5
(3 ratings)
Contract Terms and Pricing Model
3.8
(3 ratings)
-
(0 ratings)
Ease of integration
-
(0 ratings)
7.3
(1 ratings)
Product Scalability
-
(0 ratings)
7.4
(71 ratings)
Professional Services
9.0
(1 ratings)
-
(0 ratings)
Vendor post-sale
-
(0 ratings)
7.3
(1 ratings)
Vendor pre-sale
-
(0 ratings)
8.2
(1 ratings)
User Testimonials
Microsoft Dynamics 365Zoho Analytics
Likelihood to Recommend
Microsoft
Provides our company access to manage and customize the folds tailored to our needs. We needed to have certain paragraphs on certain paperwork per customer. MD 365 has those options to customize where needed and remove when not. The system is easy to navigate, and training can be done in a matter of days, even without prior knowledge of the system or similar systems.
Read full review
Zoho
Zoho Analytics is the best way to consume data created by Zoho products . It's robust and quick build formula libraries and auto generated reports. A data source can be integrated and be ready for consumption within minutes. This gives a well developed baseline for organizing to develop advance analytics. It's mobile dashboards are very intuitive and useful for leaders who are on the move.
Read full review
Pros
Microsoft
  • Best to use for AP - like in our organization, there are plenty of AP bills, so with Dynamics, we can quickly enter the same into the Excel utility, which means CSV-based upload, and then we can easily upload the same to the software. It's a time saver.
  • Best for Bank reconciliation - MS Dynamics makes Bank reconciliation easy. Banks can easily sync with software and easily get reconciled.
  • Generating invoices to customers and directly sending them to their inbox is easy with this software.
Read full review
Zoho
  • Zoho Analytics’ predictive analytics capabilities can help forecast future trends, allowing for proactive planning and risk management.
  • Performance Monitoring: We can track key performance indicators (KPIs) across departments, such as sales, marketing, finance, and HR. This aids in identifying bottlenecks and areas for improvement.
  • Decision making regarding resource allocation.
Read full review
Cons
Microsoft
  • Small learning curve, obviously. You won't figure this out in a day, a week, or even a month. But given time, you can learn to be an expert. Or you can always get a consultant or hire in somebody. But learning the tool isn't out of the questions by any means.
  • Licensing can be confusing at times and isn't cheap, but it is cheaper than Salesforce. Plus no additional fees for data calls to better integrate your D365 CE data with other systems.
  • The Classic user interface left a bit to be desired, but now with the much-improved Unified Interface, the web client and the mobile client look the same, much more modern, and have more flexibility and power behind them for customizers as well.
Read full review
Zoho
  • I'm guessing it's out there somewhere but I really could have used a 'quick start guide' or guided start.
  • Once I figured it out, it makes sense how to make sure the right data is provided in order to make dashboards quite flexible--- but without examples, I found it quite a challenge
  • The initial organization of Analytics is NOT intuitive. Once in context, the organizational features make sense, but (at least initially) it would have been most useful if the organization of Analytics reports in Zoho Analytics had saved me a lot of time.
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
Zoho
I'd give this an 11 if I could! As our business moves forward we hope to use Zoho Analytics more then we do now. Creating better reports and dashboards for our management team to evaluate the health of our business and to provide more insightful reports for our customers. The possibilities are endless with this tool
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Usability
Microsoft
The usability is easily adopted for users familiar with other Microsoft products. Dynamics 365 has several interfaces that cross over browsers and tablets. These multiple interfaces will be phased out and updated to a single unified interface eventually to provide the same usability across all devices. The backend configurations is slowly improving with the introduction of PowerApps compared to pre-D365 Online versions
Read full review
Zoho
For an end user, Zoho Analytics is pretty easy to use and very easy to access the dashboard. Linking data from multiple sources is very convenient. Multiple people can work on preparing and publishing the dashboards simultaneously, which helps delegate tasks.
Read full review
Reliability and Availability
Microsoft
No answers on this topic
Zoho
ZOHO is a very reliable company/product. We never had any issues with downtime or inaccessibility to our data. Any type of maintenance that they had to perform was clearly communicated and never an issue. We use a lot of external hooks and we've never had any issues with getting ZOHO to communicate with any of those hooks.
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Performance
Microsoft
No answers on this topic
Zoho
ZOHO has obviously invested a lot of time effort and money in to creating a reliable infrastructure with high availability. We've never had any issues with performance and all of our data crunching small to large has always been well within reason. We have come to appreciate the performance of ZOHO and will continue to use it for all of our data needs.
Read full review
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.
Read full review
Zoho
The support team is honestly not that great. At times, it seems as if members of our own team know more about the product than the support team. They must not have a lot of training or the turnaround is quick
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.
Read full review
Zoho
If your external data sources are previously organized and correlated (e.g.: in your datawarehouse or database) your implementation will be easier. Of cource some not previously predicted correlation would be necessary to be done during the implementation, but if your organization let it to be all done into Zoho Analytics, it will take more time from your team.
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Alternatives Considered
Microsoft
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
Read full review
Zoho
Zoho Analytics has the best UI and user friendly to create reports and dashboard along with features like Zia Assistance that guide in creating reports and dashboard and also help in the forecasting of the data based on the past records.
Read full review
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.
Read full review
Zoho
No answers on this topic
Scalability
Microsoft
No answers on this topic
Zoho
As far as I know, Zoho Analytics has been able to fulfill every need we've had for it. Our reports have gotten better and more detailed with pretty much every new issue of our magazine. It just keeps getting better, and we keep feeding it more data to digest and present to us.
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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
Zoho
No answers on this topic
Return on Investment
Microsoft
  • 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.
Read full review
Zoho
  • Analytics has been the foundation of my role. I manage 2000 accounts myself, so I need analytics to help me know whom to serve first.
  • Analytics provides a lot of visualization options that I need to serve my customers.
  • Analytics has excellent options for accountability with our training team to know where each account is in their customer journey.
Read full review
ScreenShots

Zoho Analytics Screenshots

Screenshot of some of the available 500+ native integrations that unify data across a business for a holistic analysisScreenshot of the visual data pipeline builder used to create data flows with data stagesScreenshot of where to turn questions into insights with Ask Zia.Screenshot of an example of the actionable insights, powered by Zia insights's key driver analysis.Screenshot of Get instant, at-a-glance insights with dynamic dashboards.Screenshot of the interface to build and deploy ML models with the no-code AutoML platform