# Compare Dynamics 365 vs Zoho Books 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Zoho Books and Dynamics 365 based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/157279-163115/Dynamics-365-vs-Zoho-Books

---

# Zoho Books vs Dynamics 365 Features and Cost Comparison

Last updated July 10th, 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:

Zoho BooksDynamics 3652/4 selected

[Zoho Books](https://www.capterra.com/p/163115/Zoho-Books/)[4.4 (674)](https://www.capterra.com/p/163115/Zoho-Books/reviews/)

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.4 (5,834)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

[## Zoho Books](https://www.capterra.com/p/163115/Zoho-Books/)[4.4 (674)](https://www.capterra.com/p/163115/Zoho-Books/reviews/)

Starting Price

$20.00/month

Value-for-Money

4.4

Functionality

4.3

Ease of Use

4.4

Customer Service

4.2

Reviews Sentiment

Based on [674 reviews](#user-reviews)

Positive

602

Neutral

45

Negative

27

[## Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.4 (5,834)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

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 [5,834 reviews](#user-reviews)

Positive

5,147

Neutral

551

Negative

136

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## Summary

* * *

Key features rated by users

Features selected based on 15,533 reviews from billing and invoicing software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

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. Best for Methodology

72%Fit

Missing features

Feature ratings

Invoice Creation

4.7

Invoice Processing

4.6

Payment Processing

4.5

Credit Card Processing

NA

Quotes/Estimates

4.7

\--%Fit

Missing features

Feature ratings

Invoice Creation

4.5

Invoice Processing

4.3

Payment Processing

NA

Credit Card Processing

NA

Quotes/Estimates

NA

User satisfaction

User satisfaction

4.4

User reviews[674](https://www.capterra.com/p/163115/Zoho-Books/reviews/)

Ease of use

4.4

Functionality

4.3

Value for money

4.4

Customer support

4.2

User satisfaction

4.4

User reviews[5,834](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

Ease of use

4.1

Functionality

4.3

Value for money

4.1

Customer support

4.2

Price starts from

Price starts from

$20Other, Per Month

-   Free version
-   Free trial

Price starts from

$50Per User, Per Month

-   Free version
-   Free trial

Best for

Best for

Zoho Books caters to businesses of all sizes across multiple industries, such as legal, real estate, retail, wholesale, education, maritime, financial services, healthcare, manufacturing and more.

Best for

Dynamics 365 is a software that acommodates households, individuals, and enterprises of all sizes.

## User reviews

Pros & cons

NHH

Nguyen H. H.

Deputy Service Manager

> "The bank feed connection has saved us hours a month working on reconciling transactions."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___7163564)

NHH

Nguyen H. H.

Deputy Service Manager

> "Certain operations such as importing bulk data are a bit cumbersome."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___7163564)

VR

Verified Reviewer

Growth Head - Sales

> "It’s also one of the most widely used products out there and has really played a big role in transforming how businesses manage..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___7122967)

LT

Luke T.

Director and Tutor

> "Another small problem is that it doesn't import your bank transactions until the day after the transaction has taken place,..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6829781)

BB

Ben B.

CEO

> "Free plan for businesses under $50K in revenue is good and we use it with Zoho Expense and it works seamlessly."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6734256)

DS

David S.

Customer Service Representative

> "The mobile app isn’t as functional as the desktop version, and while the reporting options are good, they could be better..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6692753)

VR

Verified Reviewer

Gen Secretary

> "Havent experienced any bug, there was one concern which was fixed immediately. and i'd recommend it for both small business as..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___7058032)

GK

Girish K.

Owber

> "No desire to even show how a feature works."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#SoftwareAdvice___7076078)

BB

Ben B.

CEO

> "Favorite feature: automated invoicing and payment tracking."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6734256)

GK

Girish K.

Owber

> "Zoho support has no solution for this."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#SoftwareAdvice___7076078)

Alfredo J.

Consultant

> "I was able to easily migrate after a bad experience with quickbooks and from there been able to slightly customize it for my..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6501659)

SG

Sally G.

Customer Service Auditor

> "Some features don't work if you are not in the US."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6861693)

VR

Verified Reviewer

Gen Secretary

> "Data management is so good, i am uploading all the invoices too in the application."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___7058032)

DR

Darren R.

Director

> "The only one annoyance is the search from some screens you need to know the exact customer name or item name to search. Where as..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___5072227)

ME

Mohamed E.

manager

> "The best thing that has happened to me is the ease with which I can now complete all accounting activities with Zoho Books."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6423440)

AV

Alisodai V.

Proprietor

> "They were unable to give any solution for my problem even after 7 months time."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___7020672)

VR

Verified Reviewer

COO

> "I love the waste option of opportunities to adapt things like templates to automate as much as possible and safe time."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6648480)

HD

Haythum D.

IT Engineer

> "in Zoho Books can't customize more advanced financial reportsZoho Books is more costly compared to other accounting software..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4946352)

ME

Mohamed E.

manager

> "One of the easiest interfaces for creating estimates and invoices is Zoho Books."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6423440)

ME

Mohamed E.

manager

> "Data migration is quite difficult for businesses with a lot of data."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6423440)

ME

Mohamed E.

manager

> "The main benefit is that it offers a range of plans at reasonable prices to accommodate diverse business needs."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6423440)

MG

Michael G.

President

> "does not integrate easily with Microsoft Office suite"

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6559335)

NL

Nzai L.

project officer sanitation and hygiene

> "i like the ability of the software to manage clients online through clients patrol and making recuring invoices payments , its..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4962668)

DS

DAMON S.

Director

> "Uncleared notifications on the app that I just can’t seem to clear"

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6466142)

Raj Shekhar S.

Cofounder

> "Their has been no product failures or issues, and new features are regularly rolled out too."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___7066801)

PB

Phillip B.

President

> "For example, if you accidently add a wrong item you will have to cancel it out on the books with another entry."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6178338)

DS

David S.

Customer Service Representative

> "It also offers great GST compliance features which are a big advantage for my business."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6692753)

MA

Monica A.

program manager

> "the application is very hard to master mostly on how to handle recurring payments within your organization"

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4983997)

DR

Darren R.

Director

> "We love Zoho ability to access from anywhere and allows a business owner to monitor things even when they are not on site."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___5072227)

AM

Alicia M.

Accountant

> "For example, in the UK a sales balance of -£100 means that the customer owes £100 pounds and has to pay."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6028821)

Alfredo J.

Consultant

> "I enjoy how it integrates with their expense tracker and with PayPal."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6501659)

SK

Stephen K.

insurance manager

> "it limits vendors list and once reached you have to pay additional amount first and its very difficult to learn basically how to..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4655805)

BB

Ben B.

CEO

> "Mobile app is a plus, gives real-time access to financials."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6734256)

SY

Surjesh Y.

Software Engineer

> "Some users might discover that the software is not as customised as they would want. Although it has a variety of functions,..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4628961)

Juan B.

CEO

> "I am able to set up recurring billing for my clients, which has saved me a lot of time and helped me maintain a steady stream of..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4903814)

SD

Sharif D.

Inventory analyst

> "the software is expensive in case you are purchasing it once"

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4980610)

VR

Verified Reviewer

COO

> "Zoho Books combines quoting, invoicing in a very efficient way."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6648480)

HN

Hilda N.

Youth research advisor

> "The application is mostly very slow when updating it and in the process you may lose your data and in the due course costimg you..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4707361)

AT

Amy T.

CFO

> "Customization for our specific business was a huge game changer, as we didn't need to get outside help involved to make simple..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4982810)

IL

Immaculate L.

Finance Director

> "The bank connection doesn't always work nicely, sometimes it delay to update and end up sending incorrect statements to customers."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4604401)

JK

Jeethendra K.

Founder & CEO

> "The ease of using the zoho books across all the device since the data is stored in server rather than tally in which the data is..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#GetApp___5019964)

Jared L.

Business Development

> "No need to wait for another person to send an invoice and possibly lose the customer to dead time from 'Yes' to the ability to pay"

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___3859870)

CS

Connor S.

Brokerage Operations Associate

> "The invoices module in Zoho Books and very well laid out and easy to use for people who are new to these kinds of platforms."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6537888)

WO

William O.

Manager

> "So I am just going to find something else can consider all the work I have done in my account as a loss...."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#SoftwareAdvice___5078207)

SG

Sally G.

Customer Service Auditor

> "The interface is clean and clear."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6861693)

MS

Melissa S.

CSR

> "Gets very expensive to activate advanced features"

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6002964)

LL

Lydia L.

Blow Mold Operator

> "It uses automations which allows us to eliminate the manual entry work and reduce the dependency on the repetitive tasks."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6006953)

Kirti V.

developer

> "However, some users have reported issues with customer support and limited customization options."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4631918)

JW

Joel W.

Program Manager

> "I like the way the software allows us to reconcile various transaction hence eliminating errors in reporting."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6167413)

Shyamal P.

Founder

> "They forced us to buy 12 months subscription saying migration won't be done unless we pay2."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4611027)

WT

Winnie T.

Manager

> "I've been able to manage the accountabilities while at my home by using this software to manage the accountabilities and project..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___5012216)

JV

James V.

Assistant Management Accountant

> "Team collaboration related features of Zoho Books are not quite sufficient for our requirements."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4070417)

VR

Verified Reviewer

Growth Head - Sales

> "Customer service is also very prompt and helpful team."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___7122967)

Becky F.

Software Developer

> "This is the trickiest part because I can't really think of anything I dislike; however, I do have some comment on the quality of..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4669391)

WT

Winnie T.

Manager

> "I use it for project planning and accounting While sitting in my dining room therefore it eased work for me"

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___5012216)

VR

Verified Reviewer

Software developer

> "Limited customer support users can only access support via email or live chat,- limited user permissions"

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4640276)

VV

Vikas V.

Software Consultant

> "Reports are a great way to break things down for more clarifity."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6685125)

Kirti V.

developer

> "Zoho Books offers limited support options, which may be frustrating for users who require immediate assistance."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4631918)

KI

Kalume I.

Senior IT technician

> "The software integrates with Zoho invoice which makes work of creating invoice easy and massive. "

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___5003016)

VR

Verified Reviewer

Land Surveyor

> "There are also expenses that I incur on my own as an employee of the company that need to be assigned to me alone still using my..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#GetApp___3433842)

Juan B.

CEO

> "I was able to easily and quickly track my income and expenses and generate financial reports in seconds."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4903814)

DP

Darshan P.

Administrator

> "It has more user restrictions and payroll service is not available."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4775876)

AT

Amy T.

CFO

> "It is great for companies with project management, from estimate to sales order to purchase orders and Invoicing."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4982810)

BH

Ben H.

Manager

> "Very little hand holding or clues for the average business user that doesn't have an accounting degree."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4622616)

BB

Ben B.

CEO

> "Cloud-based with a solid mobile app so good for being on the go."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6734256)

SV

Shanmugam V.

Article Trainee

> "The data migration from our old software to Zoho was a bit difficult."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4601740)

VK

Vinit K.

Backend developer

> "The ability of Zoho Books to handle accounting chores like billing, expenditure tracking, and bank reconciliations is one of its..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4623050)

FF

Frank F.

President

> "When there is an update with the a financial institution Zoho Books takes forever to make that update causing issues with keeping..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___3503773)

GK

Gatuko K.

Accounting Manager

> "It handles accounts payable and comes with lots of data security features"

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6174493)

TM

Theresa M.

CEO

> "They forgot to tell you to click on Settings first, and THEN select Preferences."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4793501)

Dedre M.

Owner

> "Due to the fact that you can manager all financially transactions within your dashboard, including invoicing and billing, makes..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4808090)

BC

Briana C.

Accounts Payable Manager

> "Now that things are web-based when the wi-fi goes out I can't use the software."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4344049)

HN

Hilda N.

Youth research advisor

> "With Zoho book I have been able to manage customers and suppliers interaction using client protal and by sitting up payments..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4707361)

Shyamal P.

Founder

> "This migration tool fails for unknown reasosns."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4611027)

SA

Sayed A.

Project Engineer

> "It has automation capabilities, such as automatic bank feeds and recurring invoices, have been praised for saving time and..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4741271)

MK

Milena K.

Bookkeeper

> "Limitation of the functions and the customer service wasn't as expected."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4789839)

TA

Tarek A.

Customer Service Specialist

> "I get tasks related to real-time management, such as interval billing and invoicing, so ZohoBooks' features are practical for..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4602422)

Andre V.

Director

> "They do not fix old issues unless they are critical to the functioning of the software."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___3718664)

Kirti V.

developer

> "Zoho Books automates many time-consuming tasks, such as invoicing, payment reminders, and expense tracking, saving you time and..."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4631918)

KF

Kadeem F.

IT Consultant

> "Invoice customisation is really lacking."

[See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4780181)

[View Reviews](https://www.capterra.com/p/163115/Zoho-Books/reviews/)

Manish C.

Microsoft Admin

> "It offers strong customization, centralized administration, and scalable cloud capabilities, which make managing users, workflows, and data efficient."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7140945)

VR

Verified Reviewer

Analyst

> "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..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7092667)

LB

Lucas B.

IT Service Desk Analyst

> "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..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7108165)

Zakaria G.

AQA

> "The interface can feel slow and overly complex at times, and advanced customization often requires significant setup and technical knowledge"

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7151833)

LB

Lucas B.

IT Service Desk Analyst

> "One of the things I liked most about Dynamics 365 is how seamlessly it brings different business functions together—sales, service, finance, operations, and marketing all live in one..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7108165)

MG

Matt G.

Director

> "The system is very cumbersome, users have a hard time self-servicing and need a lot of hand-holding for simple entry and analysis."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7130967)

RS

Radha S.

Legal Assistant

> "The tight integration with tools like Outlook, Teams, Excel, and Power BI made collaboration and data management more seamless, and the ability to customize workflows, dashboards, and..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7131752)

VR

Verified Reviewer

Analyst

> "The search function, in particular, doesn’t always work as expected, making it frustrating when you’re trying to quickly find contacts or information."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7092667)

Blake A.

IT Technician

> "The integration with our existing Microsoft 365 environment is the biggest plus. Since we're already deep in that ecosystem, having Dynamics 365 pull data from tools our team already..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7177745)

Blake A.

IT Technician

> "This is not a platform you just hand to staff and expect them to figure out, the learning curve is significant and it often feels like you need a dedicated person just to manage and..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7177745)

VR

Verified Reviewer

Analyst

> "The campaign management features are very effective, especially for marketing events where it’s simple to track who subscribed, who attended, and understand the overall turnaround,..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7092667)

VR

Verified Reviewer

CEO

> "Sometimes it becomes slow and there are random bugs with invoicing and bank sync."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7150930)

CT

Cameron T.

IT Service Desk Analyst

> "Dynamic's 365 is a very good customer relationship management tool that allows our business to be productive and organised, by allowing us to maintain essential contact with customers..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7102024)

AV

Arne V.

Controller

> "Often times there is another add-on, that it is easy to forget about needing configuration, because the native solution does not support certain function."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7169974)

LB

Lucas B.

IT Service Desk Analyst

> "The platform also feels incredibly adaptable; whether you’re automating workflows, customizing dashboards, or integrating with other Microsoft apps, it gives you the flexibility to..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7108165)

JP

Jonathan P.

Digital Content Specialist

> "Navigating through the user interface and through different modules is bit challenging and the learning phase is kind of steep."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7164224)

Blake A.

IT Technician

> "For tracking donor relationships and managing contacts across our retail locations it's capable enough, and the reporting dashboards give leadership a decent view of operational..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7177745)

Breanna G.

Onboarding Coordinator

> "It can be sometimes having a lot of bugs and we have a tech guy full time dedicated to looking after it."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7174050)

VR

Verified Reviewer

Sales Specialist

> "I’ve been using the Microsoft Sales module for the past year, and it has helped streamline sales processes, improve account management, and provide better visibility into customer and..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7155474)

MG

Matt G.

Director

> "Functionality and many of the issues still exist, which makes it difficult to use and navigate."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7130967)

RS

Radha S.

Legal Assistant

> "I also appreciated its flexibility—being able to customize workflows, dashboards, and reporting allowed it to adapt well to different business needs."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7131752)

MG

Matt G.

Director

> "I find Dynamics licenses and cost of maintenance are still very expense for the value provided."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7130967)

KA

Khyan A.

Manager

> "From an SDR point of view, the biggest strength is the depth across pipeline and campaign management. Once it’s properly set up, you’ve got clear visibility across the full sales pipe..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7129564)

JS

Jack S.

Finance Director

> "It can feel heavy for teams that only need basic functionality."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7078372)

SS

Sarita S.

Lead software engineer

> "It provides a solid set of tools for managing customer relationships, sales activities, and business processes in one place."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7168307)

KA

Khyan A.

Manager

> "From a value perspective, it can feel expensive if you’re not fully utilising the features."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7129564)

LB

Lucas B.

IT Service Desk Analyst

> "That unified approach means data flows naturally between teams, giving everyone a clearer picture of customers and processes without jumping between disconnected tools."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7108165)

MS

Martina S.

VP

> "It often feels like a system built for administrators rather than everyday users."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7151264)

RS

Radha S.

Legal Assistant

> "The seamless connection with Outlook, Teams, Excel, and SharePoint made it easy to manage data, communicate, and collaborate without constantly switching between systems."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7131752)

BL

Byron L.

Software Developer

> "The Fixed Asset Module is weird, it appears to be something that was developed back in the ages."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7168689)

EW

Emma W.

Assistant Manager

> "The platform includes built-in analytics, AI-driven insights, predictive features (e.g., lead scoring, demand forecasting), and workflow/automation via the Power Platform."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7044966)

EI

Eva I.

business process analyst

> "High customizability regrettably also means that design, development, implementation and testing take a huge amount of time."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6510120)

JP

Jonathan P.

Digital Content Specialist

> "The automation reduces a lot of manual work which I find really helpful and I can smoothly integrate it with the other tools which I use which enhance my work."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7164224)

MJ

Monica J.

Financial Analyst

> "The application freezes many time. if you want to reverse entry you have to duplicate to zero out the entry"

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6417452)

VR

Verified Reviewer

Full Stack Developer

> "A great ERP to manage all the invoice related operations and data for large scale entities such as dental clinics."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7179819)

Breanna G.

Onboarding Coordinator

> "Training new staff on it is difficult."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7174050)

KA

Khyan A.

Manager

> "Campaign tracking is solid as well, especially when it’s tied properly into reporting, so you can actually see what’s generating pipeline rather than guessing."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7129564)

Junaid E.

National IT Manager

> "performance can sometimes lags if not optimized correctly."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7007687)

Eric N.

CRM Consultant

> "Cheap CRM that is handy and integrates with the full suite of microsoft solutions which makes it pretty solid for small start-ups."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7109275)

JK

Josie K.

Realtor

> "Had some security glitches and I was not able to easily retrieve my lost password and get into my account"

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6512807)

MB

Matt B.

Senior Software Engineer at JEOL USA

> "The tool is pretty complete and when you use it, you can tell it was designed for businesses that want to better organise how they work after using Salesforce Sales Cloud."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7178410)

FARES H.

Accoutant

> "some features are hard to tinker with and It needs some customization for our need and sometime it gives us errors"

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6446830)

KA

Khyan A.

Manager

> "Early on, it can feel a bit clunky and heavy, especially coming from simpler tools. But once it’s configured properly and the team is aligned on how to use it, it becomes a very capable..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7129564)

ZB

Zakaria B.

Sales rep

> "The interface can be unintuitive at times, requiring extra effort to navigate and customize."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6608807)

AS

Ajay S.

Recruitment Manager

> "What I like most about Dynamics 365 is its seamless integration with other Microsoft products, powerful customization options, and ability to scale and adapt to a variety of business..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6509656)

EI

Eva I.

business process analyst

> "Additionally, bugs are frequent, and seem to appear and disappear in sync with Microsoft updates."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6510120)

EM

Ezekiel M.

Systems Engineer

> "The ability to access and manage customer relationships, financials, and operations and human resources all within a single system greatly streamlined workflows and improved efficiency."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6380953)

CD

Christian D.

Manager

> "Our experience has been mixed, mostly due to poor implementation partners. While I believe in the power of the software and its capabilities, it does not seem like it is an..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6797528)

SK

Shamsher K.

Vertical Head

> "Dynamics 365 has many outstanding features such as managing the entire sales cycle, from prospecting to closing deals, offering tools to provide excellent service and improve customer..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6537206)

AB

Andrew B.

Used Parts Assistant Manager

> "Cost: For smaller businesses, the pricing may seem a bit high, especially when considering the full range of modules."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6492641)

MW

Mateja W.

Consultant

> "The seamless compatibility of Dynamics 365 with other Microsoft products, including Power BI, Azure, and Office 365 has benefits for real-time business information flow among different..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6709934)

MG

Matt G.

Director

> "I also find the reporting is atrocious."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7130967)

KM

Karl M.

CISO

> "The best part of MS Dynamics was its native integration with many other MS products such as DB Warehouse, Copilot, Azure products, etc."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6660356)

DF

Denika F.

Customer service

> "The synching sometimes was off and made it different to find my saved stuff."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6589770)

DR

David R.

Innovation director

> "What I liked most about Dynamics 365 is its seamless integration with other Microsoft tools, especially Office 365 and Azure, which makes data sharing and automation across departments..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6557060)

PG

Phani G.

accounts manager

> "not user friendly every time-account name sort inputs to be precisely given and cannot be accessed at single place"

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6458223)

VR

Verified Reviewer

Owner

> "Comprehensive CRM/ERP integration, powerful analytics, seamless Microsoft ecosystem connectivity, and customizable workflows boost efficiency."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6822383)

TY

Teresa Y.

Project Manager

> "Dynamics 365 is not a choice I would start with as they are outdated compared to other modern ERP softwares."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6572195)

RR

Rachid R.

business development manager

> "It seamlessly connects with other Microsoft products like Office 365, Azure, and Power BI, which makes it a powerful tool for enhancing productivity and collaboration."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6592898)

VR

Verified Reviewer

designer

> "Solution costs can be somewhat steep, especially for small organizations."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6499667)

SS

Sophie S.

Operations Manager

> "Great CRM, especially for larger or more complicated businesses, with the capacity to create highly complex custom workflows and data storage and analytics."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6533988)

SA

Steven A.

Multimedia Specialist

> "For a Real Estate business framework, I found that Agents had a steep learning curve and Dynamics365 did need a couple of meetings and troubleshooting to get agents used to using the..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___4970518)

IS

Intiaj S.

Owner

> "What I liked most about Dynamics 365 is its seamless integration with other Microsoft products, robust customization options, and powerful analytics tools, which together enhance..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6375800)

JrmC

Jérôme C.

Data analyst

> "The solution is light and not customizable enough"

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6573499)

MT

Mary T.

President

> "What I like most about Dynamics 365 is its seamless integration of ERP and CRM features, allowing for better coordination across business processes."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6620212)

MW

Mateja W.

Consultant

> "This application does not become easy to use immediately after it is installed, and can be somewhat difficult to learn for those using it."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6709934)

SS

Sergio S.

Ports Operations Manager

> "Dynamics 365 enables the efficient processing and management of often highly customized B2B procurement processes."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6855752)

KC

Kajo C.

Ecom Exec

> "The learning curve is steep, especially if you aren't used to MS way of doing things."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6463828)

Sebastian P.

Chief Marketing and Customer Experience

> "Dynamics 365 has many outstanding features such as managing the entire sales cycle, from prospecting to closing deals, offering tools to provide excellent service and improve customer..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6511818)

MM

Musa M.

Software Developer

> "Additionally, the initial implementation and ongoing maintenance of Dynamics 365 can be expensive, especially for small and medium-sized enterprises with limited budgets."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6333176)

AS

Ajay S.

Recruitment Manager

> "My overall experience with Dynamics 365 has been positive due to its robust integration with Microsoft tools, flexibility in customization, and powerful automation capabilities, though..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6509656)

JP

Jose P.

Senior Editos

> "There appears to be a disruption in the connection to our primary database, leading to inaccuracies in the data that have not been updated."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6050695)

Hicham M.

Freelance Character Designer

> "Powerful and feature rich tool, especially with the fact that it integrates plenty of tools withing it that are pretty useful for team collaboration when needed."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6870765)

VR

Verified Reviewer

Principal

> "Understanding all the finer points of this software is tough—it gets difficult soon after you start using it."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6406125)

AV

Alexandra V.

People Business Partner

> "There are great training resources available for new hires that are learning the system, and the cost has been worth the success of the software."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7125381)

VR

Verified Reviewer

Health care administrator

> "Implementation could be complex without proper training and learning."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6418952)

VR

Verified Reviewer

Analyst

> "It streamlines processes, saves time, and helps everyone stay organised without feeling overly complicated."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7092667)

SE

Santiago E.

Coordinador de bodega

> "I consider the cost of one professional license is a bit expensive"

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6444023)

KA

Khyan A.

Manager

> "From an SDR lens, the biggest win is visibility and structure in the sales pipeline."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7129564)

KA

Kalli A.

Instructor

> "Could be a little time consuming first couple of times you use."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6827742)

[View Reviews](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

## User interface

4.39 (674)

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)

4.37 (5,834)

## 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

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

Accounting Integration

207

Important

Activity Dashboard

150

Important

AI Copilot

120

Important

Zoho Books

Top features

24/50

-   Accounting Integration
-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Automated Receipt Matching
-   Backup and Recovery
-   Billing Portal
-   Bulk Send
-   Client Management
-   Compliance Management
-   Contact Database
-   Contingency Billing
-   Credit Card Processing
-   Credit Note
-   Customizable Branding
-   Customizable Invoices
-   Customizable Reports
-   Customizable Templates
-   Document Management
-   Dunning Management
-   Duplicate Detection
-   Dynamic Pricing
-   Email Management
-   Event Logs
-   File Encryption
-   File Sharing
-   Financial Management
-   Fraud Detection
-   Generative AI
-   Hourly Billing
-   Invoice Creation
-   Invoice History
-   Invoice Processing
-   Master Data Management
-   Mobile Payments
-   Multi-Currency
-   Multi-Language
-   Online Invoicing
-   Payment Processing
-   Project Billing
-   Projections
-   Purchase Order Management
-   Purchasing & Receiving
-   Quotes/Estimates
-   Real-Time Data
-   Real-Time Reporting
-   Recurring/Subscription Billing
-   Reminders
-   Reporting & Statistics

[See all features](https://www.capterra.com/p/163115/Zoho-Books/#features)

Dynamics 365

17/50

-   Accounting Integration
-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Automated Receipt Matching
-   Backup and Recovery
-   Billing Portal
-   Bulk Send
-   Client Management
-   Compliance Management
-   Contact Database
-   Contingency Billing
-   Credit Card Processing
-   Credit Note
-   Customizable Branding
-   Customizable Invoices
-   Customizable Reports
-   Customizable Templates
-   Document Management
-   Dunning Management
-   Duplicate Detection
-   Dynamic Pricing
-   Email Management
-   Event Logs
-   File Encryption
-   File Sharing
-   Financial Management
-   Fraud Detection
-   Generative AI
-   Hourly Billing
-   Invoice Creation
-   Invoice History
-   Invoice Processing
-   Master Data Management
-   Mobile Payments
-   Multi-Currency
-   Multi-Language
-   Online Invoicing
-   Payment Processing
-   Project Billing
-   Projections
-   Purchase Order Management
-   Purchasing & Receiving
-   Quotes/Estimates
-   Real-Time Data
-   Real-Time Reporting
-   Recurring/Subscription Billing
-   Reminders
-   Reporting & Statistics

[See all features](https://www.capterra.com/p/157279/Dynamics-365/#features)

### Recognition

Zoho Books is recognized as a top-rated tool in 3 Capterra Shortlist reports

Dynamics 365 is recognized as a top-rated tool in 5 Capterra Shortlist reports

### Deployment & support

Zoho Books

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Dynamics 365

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Zoho Books

-   By Zoho
-   Located in United States
-   Founded in 1996

Dynamics 365

-   By Microsoft
-   Located in United States
-   Founded in 1975

## Popular Comparisons

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[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,834)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

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4.3

Features

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4.1

Ease of Use

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[Zoho Books](https://www.capterra.com/p/163115/Zoho-Books/)[4.39 (674)](https://www.capterra.com/p/163115/Zoho-Books/reviews/)

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4.3

Features

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4.4

Ease of Use

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[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,834)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

vs

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Features

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4.1

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4.3

Features

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4.4

Ease of Use

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[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,834)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

vs

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4.3

Features

4.2

4.1

Ease of Use

4.0

[View full comparison](https://www.capterra.com/compare/135618-157279/Odoo-vs-Dynamics-365)

[Zoho Books](https://www.capterra.com/p/163115/Zoho-Books/)[4.39 (674)](https://www.capterra.com/p/163115/Zoho-Books/reviews/)

vs

[Xero](https://www.capterra.com/p/120109/Xero/)[4.40 (3,307)](https://www.capterra.com/p/120109/Xero/reviews/)

$20/month

Price

$25/month

4.3

Features

4.3

4.4

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/120109-163115/Xero-vs-Zoho-Books)

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,834)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

vs

[Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (738)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/)

$50/month

Price

$7/year

4.3

Features

4.5

4.1

Ease of Use

4.8

[View full comparison](https://www.capterra.com/compare/157279-204998/Dynamics-365-vs-Bigin-by-Zoho-CRM)

[Zoho Books](https://www.capterra.com/p/163115/Zoho-Books/)[4.39 (674)](https://www.capterra.com/p/163115/Zoho-Books/reviews/)

vs

[NetSuite](https://www.capterra.com/p/135757/NetSuite/)[4.23 (2,052)](https://www.capterra.com/p/135757/NetSuite/reviews/)

$20/month

Price

Contact vendor for pricing

4.3

Features

4.2

4.4

Ease of Use

4.0

[View full comparison](https://www.capterra.com/compare/135757-163115/NetSuite-vs-Zoho-Books)

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,834)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

vs

[NetSuite](https://www.capterra.com/p/135757/NetSuite/)[4.23 (2,052)](https://www.capterra.com/p/135757/NetSuite/reviews/)

$50/month

Price

Contact vendor for pricing

4.3

Features

4.2

4.1

Ease of Use

4.0

[View full comparison](https://www.capterra.com/compare/135757-157279/NetSuite-vs-Dynamics-365)