Capterra Logo
Helping businesses choose better software since 1999

Dynamics 365 vs SAM: Which is a better fit?

Updated on December 3rd, 2024
Capterra offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Summary
Key features rated by users
Features selected based on 14,264 reviews from CRM users.
% Fit
High performer
Feature ratings
Contact Management
4.4
Sales Pipeline Management
4.4
Lead Management
4.4
Activity Dashboard
4.4
Third-Party Integrations
4.1
% Fit
Not enough reviews
Feature ratings
Contact Management
--
Sales Pipeline Management
--
Lead Management
--
Activity Dashboard
--
Third-Party Integrations
--
User satisfaction
4.4
User reviews5,769
Ease of use
4.1
Functionality
4.3
Value for money
4.1
Customer support
4.2
4.9
User reviews10
Ease of use
4.8
Functionality
4.7
Value for money
4.9
Customer support
4.9
Price starts from
--
Not provided by vendor
Free version
Free trial
Monthly subscription
Free version
Free trial
Best for

Dynamics 365's plans can accommodate for households, individuals, or even enterprises.

SAM is used by companies in the real estate, financial services, manufacturing, travel and tourism arenas, and designed for marketing segments such as B2B, channel marketers, agencies, and nonprofits.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
video-ff60a7d0-8421-4c70-7073-08db7e7d2253
Adoba Y
Product
4.0

Adoba: Hi everyone, my name is Adoba. I lead technical and product at Alphora, a team of roughly seven to nine. I rate Dynamics at a four out of five. So we use Dynamics most for sales and our marketing. The sales Microsoft relationship, sales is a big part of what we do. We also use the service part, which is the customer service. The marketing part of Microsoft Dynamics help us keep in touch with our customers and our sales reps with the product. So being in the Microsoft ecosystem is one of the best things with Dynamics. You have access to the entire product line that just works seamlessly together. Like I said, we do sales, CRM, marketing. All of those things are the individual products that we considered, but Microsoft was able to bring them together. The product for our sales, which we use the most, has really grown. The features that they've added has just been tremendous, and that's the best part about Microsoft Dynamics for us. I think there's always an issue with seat based billing, which is what we have with Dynamics today. I think that's just the biggest issue, and sometimes I think being part of the ecosystem of having access to Microsoft Dynamics to their products is an advantage but sometimes it can also be a disadvantage because, for us, we had everything siloed before in different other products but when we decided to use Dynamics we had to bring sales together into one product, bring marketing together into one product, bring our [inaudible 00:01:22] together into one product. That's sort of a disadvantage. I'm not sure how well these three things are able to work outside of each other if they're not connected under the same system so it was a huge consideration for us and I think for anyone who is wanting to use Dynamics.

How Capterra sources reviews
View all video reviews
No video reviews yet
User interface
157279 video thumbnail}
1 Video
163389 video thumbnail}
1 Video
157279
3 screenshots
163389
5 screenshots
Do these products fit your needs?

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

Logo Img
--%
Logo Img
--%
Activity Dashboard
207
Important
Alerts/Notifications
388
Important

Dynamics 365

Top Features
24/37
  • Alerts/Notifications
  • API
  • Customer Journey Mapping
  • Customizable Fields
  • Customizable Reports
  • Data Security
  • Drag & Drop
  • Lead Scoring
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Segmentation
  • Territory Management
  • Activity Dashboard
  • Calendar Management
  • Campaign Management
  • Contact Management
  • Data Import/Export
  • Document Storage
  • Email Management
  • Email Marketing
  • Email Templates
  • Forecasting
  • Interaction Tracking
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Mobile Access
  • Multi-Channel Communication
  • Reporting/Analytics
  • Sales Pipeline Management
  • Sales Reports
  • Task Management
  • Third-Party Integrations
  • Workflow Management
See All features
Hide CRM Software Features -

SAM

9/37
Show CRM Software Features +
Dynamics 365
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • 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
SAM
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • 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
  • By Microsoft
  • Located in United States
  • Founded in 1975
SAM
  • By SAM AI
  • Located in United States
  • Founded in 2016
Need a Little Help?

Talk with a software expert for free. Get a list of software that’s great for you in less than 15 minutes.

Recommendations

Products similar to those you're currently comparing: