# Compare Dynamics 365 vs Clari Copilot 2026 | Capterra

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

Source: https://www.capterra.com/compare/157279-194117/Dynamics-365-vs-Wingman

---

# Dynamics 365 vs Clari Copilot Features and Cost Comparison

Last updated May 6th, 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:

Dynamics 365Clari Copilot2/4 selected

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

[Clari Copilot](https://www.capterra.com/p/194117/Wingman/)[4.7 (314)](https://www.capterra.com/p/194117/Wingman/reviews/)

[## 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

[## Clari Copilot](https://www.capterra.com/p/194117/Wingman/)[4.7 (314)](https://www.capterra.com/p/194117/Wingman/reviews/)

Starting Price

$1080.00/year

Value-for-Money

4.7

Functionality

4.6

Ease of Use

4.8

Customer Service

4.7

Reviews Sentiment

Based on [314 reviews](#user-reviews)

Positive

307

Neutral

7

Negative

0

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## Send this comparison chart to my inbox

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## Summary

* * *

Features in Sales Tracking Software

Best performer

21 / 43

Only Dynamics 365

-   Calendar Management
-   Commission Management
-   Data Import/Export

17 / 43

Only Clari Copilot

-   Access Controls/Permissions
-   Alerts/Notifications
-   Commenting/Notes

User satisfaction

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

User satisfaction

4.7

User reviews[314](https://www.capterra.com/p/194117/Wingman/reviews/)

Ease of use

4.8

Functionality

4.6

Value for money

4.7

Customer support

4.7

Price starts from

Price starts from

$50Per User, Per Month

-   Free version
-   Free trial

Price starts from

$1080Per User, Per Year

-   Free version
-   Free trial

Best for

Best for

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

Best for

SaaS companies selling to other businesses. Any Business where selling is complex and involves Calling/Demo for closing the deal.

## User reviews

Pros & cons

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/)

VR

Verified Reviewer

BDM

> "Clari is a great tool to provide specific feedback, helps with call summaries back to prospects, and is good for forecasts."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___7137891)

FS

Felipe S.

Global Development Representative

> "Sometimes it doesn't join the meetings and you need to add it manually."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___7048449)

FS

Felipe S.

Global Development Representative

> "Clari does a great job recording calls in different languages and making summaries that you can review later."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___7048449)

RS

Robert S.

Data Product Analyst

> "Transcription will be off once in a while, as expected with most speech-to-audio, I haven't figured out how to feed it..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4018411)

HS

Hemanth S.

Customer Success Manager

> "For me personally, the game tape feature is really valuable, with the game tapes, you can cut long calls into tiny bits and..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4650190)

VK

Valeed K.

Customer Success Strategy & Operations

> "Limited options in native integrations with third-party system tools and services makes it less appealing."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3909039)

HS

Hemanth S.

Customer Success Manager

> "The Sales and Customer Success teams in our Organization use Wingman and since we started using the tool our processes have..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4650190)

DK

Derek K.

Account Executive

> "MS teams integration needs some work..Not sure what side of integration is failing but it's glitchy at times with teams."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4576330)

KW

Keri W.

Enterprise CSM

> "I rely on Wingman primarily for call recordings (to check myself/my memory as well as share training calls etc. with..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4344846)

CK

Clarence K.

Onboarding Manager

> "The AI tends to be a bit buggy and is not able to pick up on speech as well as I had thought"

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4528416)

HS

Hemanth S.

Customer Success Manager

> "The important discussions can be trimmed and game tapes are created, these game tapes can be used for internal sharing, and..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4650190)

TP

Trevor P.

Account Executive

> "Sometimes the recorder can have an error and not join my zoom call."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4421624)

Kemal G.

Senior Business Development Manager

> "It also saves so much time for our admins. When there's a question agent cannot answer, we can simply do that part of the..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3830437)

SJ

Sam J.

AE

> "I don't much like the battle card popping up again and again during the call which is frustrating sometimes."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4708451)

RG

Rob G.

CMO

> "I love the unlimited users feature - makes it easy to share call recordings across the company (then u pay only for..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4097273)

MJ

Mimi J.

Content Strategist

> "I really wish there was a simple sentence that let people know on a call that Wingman is not a person--it's a note-taking..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4595660)

Jei K.

Customer Success Manager

> "Love the desktop extension feature along with the ability to turn on/off recording for calls."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4641474)

HS

Hemanth S.

Customer Success Manager

> "Sometimes, simple words/sentences spoke may not be correctly captured, often there's an inaccuracy.-"

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4650190)

RS

Robert S.

Data Product Analyst

> "Allows for our company to share calls/transcripts seamlessly across teams."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4018411)

SC

Santhosh C.

Customer Success - Implementation

> "I don't have anything to say except for the transcript, often it doesn't pick the right words."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4779616)

CC

Chris C.

Sales Development Manager

> "I highly recommend Wingman for any sales manager, individual quota-carrying contributors, or any member of sales..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4485478)

HS

Hemanth S.

Customer Success Manager

> "The recording takes you to an incorrect speaker."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4650190)

MJ

Mimi J.

Content Strategist

> "For client management, Wingman has helped dramatically with reviving a stalled project or better understanding complex..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4595660)

SM

Sanjay M.

Client Strategy

> "The transcription feature is not the best."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4023401)

NA

Nilesh A.

CTO

> "The ability that it can capture the video along with a call, and a very good transcription, Easy to share the clips with"

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4731093)

EL

Eugene L.

Enterprise Account Executive

> "translations need some improvements, sometimes not accurate."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4299502)

HP

Hannah P.

Customer Lead

> "I love being able to listen back to calls in half the time - it saved me so much time while onboarding at a new company and..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4376583)

AH

Aviv H.

Product Manager

> "As a Product Manager - I can't attend all customer calls."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4322770)

RM

Rutvik M.

CSM

> "It helps me trim the recording, and I can share it with my clients"

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3864801)

VR

Verified Reviewer

Account Executive

> "The coaching and features were lackluster"

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3817629)

Kemal G.

Senior Business Development Manager

> "Saves us so much time for our admins and helps us to evaluate our calls and employees."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3830437)

MS

Maddie S.

BDR

> "When i'm not on a demo, the account executive's queue cards show up on my laptop"

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2975345)

SM

Sanjay M.

Client Strategy

> "Overall this software has been great to my process and allows me to not worry about taking notes live during calls."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4023401)

CL

Christopher L.

SDR

> "Sometimes wingman doesn't catch the full conversation if there are not pauses between what you say and what the other..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3114354)

Tori S.

Senior Customer Success Manager

> "We like being able to take note of coaching opportunities and customer expansion opportunities on each call, observe key..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2987782)

VR

Verified Reviewer

Director of LatAm Growth

> "For right now, Wingman can't transcribe Spanish voice (which is the core of our business)."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3214562)

AS

Avinash S.

SDR

> "Helps us easily analyse any call and group them with varying filters"

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3658248)

HL

Hayan L.

SDR

> "Sometimes the website and the videos are a little slow to lead."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3505449)

DK

Derek K.

Account Executive

> "awesome just the UI/UX could use some work for better intuitive navigation and some different colour contrasting would be..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4576330)

TF

Trevor F.

AE

> "Do not like the set up and process."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4517416)

AP

Adam P.

Account Manager

> "Wingman by \[sensitive content hidden\] is a fantastic sales recorder tool that makes it easy to keep track of my sales..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4687514)

Tevin B.

Retention Manager

> "I don't like that you have to look ahead into your meetings to have the bot not show up."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3537461)

SM

Sanjay M.

Client Strategy

> "Calls are available for viewing minutes after completing which is much faster than other software."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4023401)

Kshitiz N.

Account Director

> "It still has some bits and pieces missing like sometimes it's unable to accurately capture the voice of the speaker and..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2826475)

VR

Verified Reviewer

Business Development Executive

> "I like the ability to go back and review the call transcripts. When crafting the perfect follow-up email to potential..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3169965)

Jamie G.

Business Development Manager

> "The customer support team were slow to respond to queries."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3067630)

Akhilesh S.

Solutions Engineer

> "The fact that I do not need to worry about taking notes, but just keep marking bookmarks within a click for it to be..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3010042)

VR

Verified Reviewer

Account Executive

> "Sometimes the transcripts confuses who is speaking"

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3468991)

PH

Patrick H.

Sr. Customer Success Manager

> "Also appreciate that calls recorded on our previously used software were able to be uploaded."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4648925)

Diane J.

Enterprise Sales

> "The only con that I can see is that the transcription is not always 100% accurate, but I think with different dialects,..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2406437)

PH

Patrick H.

Sr. Customer Success Manager

> "The "Competitor Insights" and "Team Insights" features are particularly helpful."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4648925)

Ryan N.

AE

> "Sometimes the transcript is not always accurate"

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2967997)

DJ

Deborah J.

Account Project Manager

> "Wingman is user-friendly and really helpful when it comes to having access to the recordings with the customers and also..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4091595)

VR

Verified Reviewer

Founder

> "The call transcription is quite poor to be honest"

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3281889)

SL

Sean L.

sean.logan@legal.io

> "Very useful for onboarding new employees, allows them to learn the role from day 1."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4439295)

NB

Nicolas B.

Customer Experience Rep.

> "At the moment, I can't think of any features I'd like to add or take away."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3106780)

RM

Rutvik M.

CSM

> "It is beneficial; it can be used for training, sharing videos, etc."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3864801)

MM

Marcus M.

Senior Account Executive

> "It does seem to have an issue recording meetings that I don't want recorded...even when I cancel it in the pop up."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2603608)

BM

Bradley M.

SDR

> "I like how i can go back and review the calls i have as well as my team."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4668663)

KP

Karstyn P.

Inbound Marketing Development Specialist

> "It can be tough to navigate back and forth."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3273157)

JS

Jeremy S.

Sales Director

> "Video and audio recording has been most beneficial."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4389639)

VR

Verified Reviewer

Inside Sales Representative

> "Some of the words are not represented correctly in the call scripts."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2498873)

OT

Omer T.

BDR

> "I get inside insights and can improve my calls next time"

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4768307)

VR

Verified Reviewer

SDR

> "The translation/ Picking up different accents seems to be a challenge with this tool."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2922715)

MU

Monica U.

Marketing

> "The script allowed me to quickly scan for any keywords without having to listen to the whole video."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3277734)

Gustavo P.

Head of Marketing

> "The transcript feature still needs some improvements."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2751394)

Manuel H.

VP, Community and Partnerships

> "The seamless integration with Zoom makes it a convenient companion that is always there to help record my calls with..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3570730)

AJ

Aditya J.

Customer Success Manager

> "Sometimes the transcript isn't very accurate."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2317928)

[View Reviews](https://www.capterra.com/p/194117/Wingman/reviews/)

## User interface

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

4.37 (5,834)

[Clari Copilot](https://www.capterra.com/p/194117/Wingman/)

4.66 (314)

## 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

Access Controls/Permissions

207

Important

Activity Dashboard

150

Important

Activity/News Feed

120

Important

Dynamics 365

Top features

21/43

-   Access Controls/Permissions
-   Activity Dashboard
-   Activity/News Feed
-   AI Copilot
-   Alerts/Notifications
-   Appointment Scheduling
-   Assignment Management
-   Calendar Management
-   Call Logging
-   Collaboration Tools
-   Commenting/Notes
-   Commission Management
-   Customizable Branding
-   Customizable Reports
-   Data Import/Export
-   Document Management
-   Electronic Signature
-   Email Management
-   Email Templates
-   Event Triggered Actions
-   File Sharing
-   Generative AI
-   Goal Setting/Tracking
-   Interaction Tracking
-   Kanban Board
-   Leaderboards
-   Lead Management
-   Lead Scoring
-   Live Chat
-   Mobile Access
-   Mobile App
-   Product Catalog
-   Prospecting Tools
-   Reminders
-   Reporting/Analytics
-   Revenue Management
-   Sales Pipeline Management
-   Search/Filter
-   Task Management
-   Territory Management
-   Third-Party Integrations
-   Transfers/Routing
-   Workflow Automation

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

Clari Copilot

17/43

-   Access Controls/Permissions
-   Activity Dashboard
-   Activity/News Feed
-   AI Copilot
-   Alerts/Notifications
-   Appointment Scheduling
-   Assignment Management
-   Calendar Management
-   Call Logging
-   Collaboration Tools
-   Commenting/Notes
-   Commission Management
-   Customizable Branding
-   Customizable Reports
-   Data Import/Export
-   Document Management
-   Electronic Signature
-   Email Management
-   Email Templates
-   Event Triggered Actions
-   File Sharing
-   Generative AI
-   Goal Setting/Tracking
-   Interaction Tracking
-   Kanban Board
-   Leaderboards
-   Lead Management
-   Lead Scoring
-   Live Chat
-   Mobile Access
-   Mobile App
-   Product Catalog
-   Prospecting Tools
-   Reminders
-   Reporting/Analytics
-   Revenue Management
-   Sales Pipeline Management
-   Search/Filter
-   Task Management
-   Territory Management
-   Third-Party Integrations
-   Transfers/Routing
-   Workflow Automation

[See all features](https://www.capterra.com/p/194117/Wingman/#features)

### Recognition

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

Clari Copilot is recognized as a top-rated tool in 3 Capterra Shortlist reports

Best Value Call RecordingSoftware (2023) 

Best Value Call RecordingSoftware (2022) 

### Deployment & support

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

Clari Copilot

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

Dynamics 365

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

Clari Copilot

-   By SalesLoft
-   Located in United States
-   Founded in 2011

## Popular Comparisons

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4.1

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[Clari Copilot](https://www.capterra.com/p/194117/Wingman/)[4.66 (314)](https://www.capterra.com/p/194117/Wingman/reviews/)

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$1080/year

Price

$20/month

4.6

Features

4.4

4.8

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/)

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Features

4.3

4.1

Ease of Use

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[Clari Copilot](https://www.capterra.com/p/194117/Wingman/)[4.66 (314)](https://www.capterra.com/p/194117/Wingman/reviews/)

vs

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,982)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

$1080/year

Price

$14/month

4.6

Features

4.3

4.8

Ease of Use

4.2

[View full comparison](https://www.capterra.com/compare/155928-194117/Zoho-CRM-vs-Wingman)

[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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Price

$31.1/month

4.3

Features

4.2

4.1

Ease of Use

4.0

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[Clari Copilot](https://www.capterra.com/p/194117/Wingman/)[4.66 (314)](https://www.capterra.com/p/194117/Wingman/reviews/)

vs

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$1080/year

Price

$250/month

4.6

Features

4.7

4.8

Ease of Use

4.8

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$7/year

4.3

Features

4.5

4.1

Ease of Use

4.8

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$1080/year

Price

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4.6

Features

4.3

4.8

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/)

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$50/month

Price

Contact vendor for pricing

4.3

Features

4.2

4.1

Ease of Use

4.0

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[Clari Copilot](https://www.capterra.com/p/194117/Wingman/)[4.66 (314)](https://www.capterra.com/p/194117/Wingman/reviews/)

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$1080/year

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4.6

Features

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4.8

Ease of Use

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