# Insightly vs Dynamics 365: Features and Cost Comparison 2026 | Capterra > Insightly vs Dynamics 365: Which crm tool is right for you? Dive into our detailed comparison of their features, costs, and user experience to make your decision. Source: https://www.capterra.com/compare/130671-157279/Insightly-vs-Dynamics-365 --- # Insightly vs Dynamics 365 Features and Cost Comparison Last updated March 15th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: InsightlyDynamics 3652/4 selected [Insightly](https://www.capterra.com/p/130671/Insightly/)[4.0 (654)](https://www.capterra.com/p/130671/Insightly/reviews/) [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.4 (5819)](https://www.capterra.com/p/157279/Dynamics-365/reviews/) [## Insightly](https://www.capterra.com/p/130671/Insightly/)[4.0 (654)](https://www.capterra.com/p/130671/Insightly/reviews/) [## Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.4 (5819)](https://www.capterra.com/p/157279/Dynamics-365/reviews/) Starting Price $29.00/month Starting Price $29.00/month Value-for-Money 4 Functionality 3.9 Ease of Use 4 Customer Service 3.8 Starting Price $50.00/month Starting Price $50.00/month Value-for-Money 4.1 Functionality 4.3 Ease of Use 4.1 Customer Service 4.2 Reviews Sentiment Based on [654 reviews](https://www.capterra.com/p/130671/Insightly/reviews/) Positive 518 Neutral 86 Negative 50 Positive 518 Neutral 86 Negative 50 Reviews Sentiment Based on [5,819 reviews](https://www.capterra.com/p/157279/Dynamics-365/reviews/) Positive 5,135 Neutral 549 Negative 135 Positive 5,135 Neutral 549 Negative 135 Best for (according to reviews) - **Business size**: Small businesses account for 425 reviews, representing 64% of feedback, demonstrating broad uptake among this segment. - **Industry**: Marketing and advertising, management consulting, and computer software together contribute 24% of reviews, indicating diverse industry adoption. - **Use cases**: CRM (60%), task management (35%), and account management (32%) are the primary use cases, reflecting a focus on customer and workflow management. Best for (according to reviews) - **Business size**: Small businesses account for 47% of reviews (2,750), suggesting strong market traction in this segment compared to enterprise (16%) and midsize (14%) organizations. - **Industry**: Computer software, IT services, and education management together represent 23% of reviews, indicating adoption across technology and educational sectors. - **Use cases**: CRM (34%), business management (33%), and dashboard (17%) functions are frequently cited, highlighting its role in customer and operational management. ## Not a match? Find software alternatives tailored to your priorities. 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Reviewers highlight its value for startups and small businesses due to its accessible pricing tiers and free version, while noting its useful integrations with Gmail and Mailchimp for communication and marketing. However, they mention some limitations in integration options, email management, and occasional glitches, making it more suitable for those seeking basic yet customizable CRM functionality. Dynamics 365 Dynamics 365 reviewers consider it ideal for organizations needing comprehensive CRM and business management, citing its robust integration with Microsoft tools like Outlook, Excel, and SharePoint, and its advanced analytics, automation, and security features. Users value its ability to streamline complex sales, lead, and contact management processes across departments, though they mention a steeper learning curve and higher costs. They find it particularly beneficial for businesses that require extensive customization, collaboration, and scalability within a unified Microsoft ecosystem. ## Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Features comparison When looking at crm tools like Insightly and Dynamics 365, price is just one factor to consider. Understanding their features and differences can help determine which one best suits your needs, maximizing efficiency while avoiding unnecessary costs. Here's how they compare in key areas that matter most. \[[1](#source-item-1)\] Key features rated by users Features selected based on 44,336 reviews from CRM users. about the Fit Score methodology. Fit Score methodology To calculate the Fit Score, our proprietary methodology factors in the following: - The importance level for each feature. By default, this is determined by user reviews. They can rate a feature Critical, High, Low, or Not Used. - Feedback from real users on how the product performs for each key feature, derived from verified user reviews and ratings. Please note: - To calculate the Fit Score, the number of reviews for those features and the actual rating carry the same weight. You might see that, in some cases, even though the ratings are the same, we still determine a winner because it had more reviews. - If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Insightly 78%Fit Feature ratings Contact Database 4.3 Contact Management 4.4 Lead Management 4.2 Sales Pipeline Management 4.1 Dynamics 365 82%Fit High performer Feature ratings Contact Database 4.5 Contact Management 4.4 Lead Management 4.4 Sales Pipeline Management 4.4 Contact Database 4.3 (80) 4.5 (368) Insightly users appreciate the ease of managing and organizing large numbers of contacts, saying that features like custom fields, tags, and linking records to multiple projects are helpful. They find it user-friendly and effective for keeping client information centralized and updated. However, some users mention the need for better search functionalities. Dynamics 365 reviewers value its centralized repository for contact information, robust customization options, and seamless integration with Microsoft tools. They highlight its advanced data analysis capabilities and security features. In general, users find Insightly user-friendly and efficient for basic contact management, while they value Dynamics 365 for its comprehensive and secure contact database management. Contact Management 4.4 (82) 4.4 (603) Insightly users find the contact management feature user-friendly and effective for organizing and updating contact information. They appreciate the ability to categorize contacts using tags and the ease of linking contacts to various projects. However, some users report occasional lag and difficulties with multiple edits. Dynamics 365 reviewers value its seamless integration with Microsoft tools, advanced analytics, and task automation. They highlight its ability to track customer interactions and preferences, facilitating personalized communication and improving customer relationships. Overall, users find Insightly easy to use for basic contact management, while they value Dynamics 365 for its advanced features and integration capabilities. Lead Management 4.2 (88) 4.4 (401) Insightly users appreciate the lead management feature for tracking sales stages and setting reminders for follow-up tasks. They find it useful for managing potential customers, though some mention it feels basic and glitchy at times. Dynamics 365 reviewers highlight its efficient lead tracking, nurturing, and conversion capabilities. They value its automation, advanced lead scoring, and integration with other Microsoft applications. Users mention that it helps streamline lead generation and improve sales productivity. In summary, users find Insightly useful for basic lead tracking, while they value Dynamics 365 for its comprehensive and automated lead management features. Sales Pipeline Management 4.1 (82) 4.4 (408) Insightly users appreciate the customizable sales pipeline feature for tracking project progress and converting opportunities into projects. They find it helpful for visualizing sales stages, though some mention it feels basic and glitchy. Dynamics 365 reviewers value its ability to optimize sales processes with visibility into opportunities, forecasting accuracy, and automated workflows. They highlight its integration with other modules and the visual representation of the sales pipeline. Overall, users find Insightly helpful for basic sales pipeline tracking, while they value Dynamics 365 for its comprehensive and integrated sales pipeline management capabilities. ## Pricing comparison ### Starting prices Insightly $29.00 Per User (Per Month) Free Trial Free Version [View pricing plans](https://www.capterra.com/p/130671/Insightly/pricing/) Dynamics 365 $50.00 Per User (Per Month) Free Trial Free Version [View pricing plans](https://www.capterra.com/p/157279/Dynamics-365/pricing/) ### Value-for-money analysis 4.0 (654) 4.1 (5819) A comparison of how reviewers evaluate the value for money provided by both Insightly and Dynamics 365 indicates that Insightly reviewers find it offers a good range of features at various pricing levels, including a free version, while Dynamics 365 reviewers appreciate its comprehensive suite of business applications and cloud-based solutions. Reviewers find that Insightly offers good value for money, especially for startups and small businesses. They appreciate the free version, which includes many essential CRM features, and the tiered pricing that allows businesses to scale as they grow. However, some users feel that the cost of premium plans and additional features can be high, and they mention occasional issues with the pricing structure and customer support. As for Dynamics 365, reviewers appreciate its extensive range of integrated applications for various business functions, which they say can lead to improved efficiency and cost savings. They value the cloud-based nature of the software, which eliminates the need for expensive hardware. However, some users note that the software can be expensive, particularly for small businesses, and mention the complexity of the licensing structure and customization costs as potential drawbacks. ## Integrations Popular Integrations Compare available integrations between Insightly and Dynamics 365. ### Microsoft Power BI Insightly Dynamics 365 ### Campaign Monitor by Marigold Insightly Dynamics 365 ### Microsoft 365 Insightly Dynamics 365 ### Microsoft Outlook Insightly Dynamics 365 ### PandaDoc Insightly Dynamics 365 ### Docusign Insightly Dynamics 365 ### 123FormBuilder Insightly Dynamics 365 ### Microsoft Excel Insightly Dynamics 365 Total Integrations 118 Gmail Reviewers mention that Insightly integrates seamlessly with Gmail, allowing users to log emails, manage contacts, and synchronize data, which they say enhances communication and workflow efficiency. Mailchimp Users report that Insightly integrates with Mailchimp for email marketing, noting that it facilitates sending email blasts and automating mail campaigns, which they indicate improves customer engagement. Insightly Integrations (118) - [123FormBuilder](https://www.capterra.com/p/122770/123ContactForm/) - [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/) - [ActiveDEMAND](https://www.capterra.com/p/142305/ActiveDEMAND/) - [Acuity Scheduling](https://www.capterra.com/p/191978/Acuity-Scheduling/) - [Aircall](https://www.capterra.com/p/184709/Aircall/) - [AnyMeeting](https://www.capterra.com/p/118310/AnyMeeting/) - [Asana](https://www.capterra.com/p/184581/Asana-PM/) - [Benchmark Email](https://www.capterra.com/p/71152/Benchmark-Email/) - [Bidsketch](https://www.capterra.com/p/127734/Bidsketch/) - [BookingSync](https://www.capterra.com/p/114051/BookingSync/) - [Box](https://www.capterra.com/p/148766/Box/) - [Brevo](https://www.capterra.com/p/132996/brevo/) - [CallRail](https://www.capterra.com/p/141829/CallRail/) - [Campaign Monitor by Marigold](https://www.capterra.com/p/76928/Campaign-Monitor/) - [Chargebee](https://www.capterra.com/p/131433/Chargebee/) - [Clio](https://www.capterra.com/p/105428/Clio/) - [ConnectWise PSA](https://www.capterra.com/p/107931/ConnectWise-Manage/) - [Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/) - [Contactually](https://www.capterra.com/p/158259/Contactually/) - [Cyclr](https://www.capterra.com/p/158623/Cyclr/) - [Dasheroo](https://www.capterra.com/p/139939/Dasheroo/) - [Direct Mail](https://www.capterra.com/p/128355/Direct-Mail/) - [DirectIQ Email Marketing](https://www.capterra.com/p/135395/DirectIQ/) - [Docusign](https://www.capterra.com/p/121506/Docusign/) - [Dotdigital](https://www.capterra.com/p/151213/dotmailer/) - [dotloop](https://www.capterra.com/p/136372/dotloop/) - [Drip](https://www.capterra.com/p/164933/Drip/) - [Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/) - [Emma by Marigold](https://www.capterra.com/p/75428/Emma/) - [Everhour](https://www.capterra.com/p/133409/Everhour/) - [Evernote Teams](https://www.capterra.com/p/154969/Evernote-Business/) - [EZ Texting](https://www.capterra.com/p/145848/Ez-Texting/) - [Formstack Forms](https://www.capterra.com/p/118892/Formstack/) - [FreeAgent](https://www.capterra.com/p/122008/FreeAgent/) - [FreshBooks](https://www.capterra.com/p/142390/FreshBooks/) - [Front](https://www.capterra.com/p/132901/Front/) - [FullContact](https://www.capterra.com/p/161228/FullContact-Data-Solutions/) - [GetResponse](https://www.capterra.com/p/153948/GetResponse/) - [Gmail](https://www.capterra.com/p/202338/Gmail/) - [Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/) - [Google Contacts](https://www.capterra.com/p/203196/Google-Contacts/) - [Google Drive](https://www.capterra.com/p/161425/Drive/) - [Google Forms](https://www.capterra.com/p/176571/Google-Forms/) - [Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/) - [Gravity Forms](https://www.capterra.com/p/206381/Gravity-Forms/) - [Groove](https://www.capterra.com/p/143005/Groove/) - [Help Scout](https://www.capterra.com/p/136909/Help-Scout/) - [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) - [Hubstaff](https://www.capterra.com/p/132376/Hubstaff/) - [Ignition](https://www.capterra.com/p/140861/Practice-Ignition/) - [Intercom](https://www.capterra.com/p/134347/Intercom/) - [Jotform](https://www.capterra.com/p/158456/JotForm-4-0/) - [Kanban Tool](https://www.capterra.com/p/132750/Kanban-Tool/) - [Kantata](https://www.capterra.com/p/110832/kantata/) - [Keap](https://www.capterra.com/p/76390/Infusionsoft/) - [Kixie PowerCall](https://www.capterra.com/p/135636/Kixie-PowerCall/) - [Kustomer](https://www.capterra.com/p/158128/Kustomer/) - [Lead Liaison](https://www.capterra.com/p/124417/Lead-Liaison/) - [Mad Mimi](https://www.capterra.com/p/140718/Mad-Mimi/) - [Mailchimp](https://www.capterra.com/p/110228/MailChimp/) - [MailerLite](https://www.capterra.com/p/136603/MailerLite/) - [MailUp](https://www.capterra.com/p/127970/MailUp/) - [Marketo Engage](https://www.capterra.com/p/75130/Marketo-Lead-Management/) - [Membrain](https://www.capterra.com/p/143859/Membrain/) - [Meta for Business](https://www.capterra.com/p/213257/Facebook/) - [Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/) - [Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) - [Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/) - [Mojo Helpdesk](https://www.capterra.com/p/128650/Mojo-Helpdesk/) - [Myphoner](https://www.capterra.com/p/225488/Myphoner/) - [noCRM](https://www.capterra.com/p/132752/You-Don-t-Need-a-CRM/) - [OmniFocus](https://www.capterra.com/p/177722/OmniFocus/) - [OnceHub](https://www.capterra.com/p/122968/ScheduleOnce/) - [OneDrive](https://www.capterra.com/p/161304/OneDrive/) - [Operations Hub](https://www.capterra.com/p/226298/PieSync/) - [Outreach](https://www.capterra.com/p/159318/Outreach/) - [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) - [PersistIQ](https://www.capterra.com/p/143625/PersistIQ/) - [Podio](https://www.capterra.com/p/128631/Podio/) - [Portfolio Manager](https://www.capterra.com/p/82678/LiquidPlanner/) - [Process Street](https://www.capterra.com/p/135004/Process-Street/) - [Proposable](https://www.capterra.com/p/122529/Proposable/) - [Proposify](https://www.capterra.com/p/133332/Proposify/) - [Pure Chat](https://www.capterra.com/p/141708/Pure-Chat/) - [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) - [Quotient](https://www.capterra.com/p/131897/Quotient/) - [Recurly](https://www.capterra.com/p/122700/Recurly-Subscription-Billing/) - [Reply](https://www.capterra.com/p/143629/Reply/) - [Robly](https://www.capterra.com/p/149327/Robly/) - [Salesforce Marketing Cloud Account Engagement](https://www.capterra.com/p/134593/Pardot/) - [SendGrid](https://www.capterra.com/p/204113/SendGrid/) - [ServiceM8](https://www.capterra.com/p/110711/ServiceM8/) - [Setmore](https://www.capterra.com/p/122035/SetMore/) - [Shopify](https://www.capterra.com/p/83891/Shopify/) - [Slack](https://www.capterra.com/p/135003/Slack/) - [Slemma](https://www.capterra.com/p/153269/Slemma/) - [Stripe](https://www.capterra.com/p/123889/Stripe/) - [SugarCRM](https://www.capterra.com/p/231638/SugarCRM/) - [SupportBee](https://www.capterra.com/p/132028/SupportBee/) - [Teamwork Desk](https://www.capterra.com/p/143754/Teamwork-Desk/) - [Teamwork.com](https://www.capterra.com/p/120390/Teamwork-Projects/) - [TimeCamp](https://www.capterra.com/p/129847/TimeCamp/) - [Todoist](https://www.capterra.com/p/149339/Todoist-for-Business/) - [Toky](https://www.capterra.com/p/156115/Toky/) - [Toodledo](https://www.capterra.com/p/180631/Toodledo/) - [Trello](https://www.capterra.com/p/211559/Trello/) - [Typeform](https://www.capterra.com/p/137289/Typeform/) - [Wave](https://www.capterra.com/p/178021/Wave-Apps/) - [Wishpond](https://www.capterra.com/p/145745/Wishpond/) - [Wufoo](https://www.capterra.com/p/224990/Wufoo/) - [Xero](https://www.capterra.com/p/120109/Xero/) - [YouCanBook.me](https://www.capterra.com/p/163194/YouCanBookMe/) - [Zapier](https://www.capterra.com/p/130182/Zapier/) - [Zendesk Sell](https://www.capterra.com/p/199865/Zendesk-Sell/) - [Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/) - [Zoho Books](https://www.capterra.com/p/163115/Zoho-Books/) - [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) - [Zoho Invoice](https://www.capterra.com/p/163114/Zoho-Invoice/) Total Integrations 24 Microsoft Outlook Reviewers mention that Dynamics 365 integrates seamlessly with Outlook, which they note helps manage emails, calendars, and contacts efficiently, enhancing communication and lead tracking. Microsoft Excel Users report that Dynamics 365 integrates well with Excel, citing that it facilitates data import/export, report generation, and detailed data analysis, making it essential for business operations. Microsoft SharePoint Reviewers state that Dynamics 365 integrates smoothly with SharePoint, which they say enables efficient document management, secure storage, and collaboration, enhancing overall business workflow. Dynamics 365 Integrations (24) - [ADP Workforce Now](https://www.capterra.com/p/155895/WorkforceNow/) - [airSlate SignNow](https://www.capterra.com/p/154418/SignNow/) - [Ameyo](https://www.capterra.com/p/85852/Ameyo/) - [AskNicely](https://www.capterra.com/p/141434/AskNicely-for-NPS/) - [Campaign Monitor by Marigold](https://www.capterra.com/p/76928/Campaign-Monitor/) - [Docusign](https://www.capterra.com/p/121506/Docusign/) - [Five9](https://www.capterra.com/p/132405/Five9/) - [Gainsight CS](https://www.capterra.com/p/148980/Gainsight/) - [InsideView](https://www.capterra.com/p/178108/Apex/) - [Lattice Engines](https://www.capterra.com/p/167480/Predictive-Insights-Platform/) - [LinkedIn for Business](https://www.capterra.com/p/213505/LinkedIn-for-Business/) - [Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/) - [Microsoft Azure](https://www.capterra.com/p/16365/Azure/) - [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) - [Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) - [Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/) - [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/) - [Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/) - [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) - [PROS Smart CPQ](https://www.capterra.com/p/79260/PROS-Smart-CPQ/) - [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) - [Sana Commerce](https://www.capterra.com/p/139645/Sana-Commerce/) - [SOFT4Spaces](https://www.capterra.com/p/169422/SOFT4-RealEstate/) - [Tacton CPQ](https://www.capterra.com/p/58632/Tacton-Configurator/) For each product, we show you the most common integrations according to our user reviews and analyze themes in what reviewers say to highlight what you need to know. ## How does the user experience compare on Insightly vs Dynamics 365? ### Overall rating 4.0 (654) 4.4 (5819) ### User interface Insightly Dynamics 365 ### Customer service and support Insightly Email/Help Desk FAQs/Forum Knowledge Base Phone Support 24/7 (Live rep) Chat Dynamics 365 Email/Help Desk FAQs/Forum Knowledge Base Phone Support 24/7 (Live rep) Chat ## What users say about the pros and cons of Insightly vs Dynamics 365 Both Insightly and Dynamics 365 have been reviewed by verified reviewers on Capterra. See what real users say about their experiences with Insightly and Dynamics 365 to help you pick the tool that best fits your needs. Users appreciate Insightly for its CRM usage, noting its customization options and the ability to follow the entire customer lifecycle. They find it highly customizable and value its workflow management tools for automating key processes and increasing efficiency. At the same time, Dynamics 365 users highlight its seamless integration with other Microsoft products, comprehensive CRM management, and robust task management capabilities, which they say enhance productivity and collaboration across departments. When it comes to cons, Insightly users mention limitations in integration capabilities, email management, and pricing. Meanwhile, Dynamics 365 users point out its high pricing, complex user interface, and steep learning curve. \[[2](#source-item-2)\] Pros Insightly John M Founder and Financial AdvisorFinancial Services, 2 - 10 employeesUsed the software for: 1-2 years. “Setting up routine tasks and activity reminders was also straightforward, which made it easier to stay organized and maintain consistent, timely engagement with clients.“ December 16, 2025 WA Wilcox A Managing SolicitorLegal Services, 51 - 200 employeesUsed the software for: 6-12 months. “We can build functionalities that suites us without spending thousands of dollars with developers,Data can also be connected within Insightly,such as connecting contacts and organizations to request and project records.“ September 20, 2024 Dynamics 365 Manish C Microsoft AdminAccounting, 201 - 500 employeesUsed the software for: 6-12 months. “It offers strong customization, centralized administration, and scalable cloud capabilities, which make managing users, workflows, and data efficient.“ April 29, 2026 LB Lucas B IT Service Desk AnalystFinancial Services, 501 - 1,000 employeesUsed the software for: 6-12 months. “My overall experience with Dynamics 365 has been strong because it brings so many moving parts of a business into one connected platform, making it easier to see the full picture and act on it. Once you get past the initial learning curve, the system feels powerful and flexible—automation, reporting, and integrations all work together to streamline daily operations.“ March 6, 2026 Cons Insightly John M Founder and Financial AdvisorFinancial Services, 2 - 10 employeesUsed the software for: 1-2 years. “The integrations with other applications wasn't as strong as I was looking for at the time.“ December 16, 2025 JK Jamie K Head of GrowthComputer Software, 11 - 50 employeesUsed the software for: 6-12 months. “Insightly was being used for various marketing and sales data processing and activation tasks when I joined, and the account was a real mess because there was little control over who could edit which fields.“ May 6, 2024 Dynamics 365 Vaibhav C AnalystFinancial Services, 51 - 200 employeesUsed the software for: More than 2 years. “Another limitation is the lack of functionality to clearly distinguish between a quick “hi/hello” phone call and a more meaningful business conversation - both tend to be logged in the same way, which can be misleading when reviewing client engagement.“ February 9, 2026 MG Matt G DirectorInsurance, 201 - 500 employeesUsed the software for: 6-12 months. “The system is very cumbersome, users have a hard time self-servicing and need a lot of hand-holding for simple entry and analysis.“ April 14, 2026 * * * Sources 1. Our research team identified features from vendor websites based on their analysis of what users find valuable or expect from crm software. This list is not exhaustive. For additional features, refer to the vendor’s website. 2. Review excerpts are passages extracted from longer reviews written by verified reviewers. We obtain these excerpts by applying an algorithm that considers factors including, but not limited to, length, topic coverage, and thematic relevance. Excerpts are evaluated for positive or negative sentiment and receive a sentiment score. They represent user opinion and do not represent the views of, nor constitute, an endorsement by Capterra or its affiliates. Excerpts are not edited for clarity or grammar. * * * Need Help Deciding Between Insightly and Dynamics 365? Talk to a Capterra advisor for free and get results within 15 minutes. 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