Great content delivered right to your mailbox

Thank you! Check your inbox for our monthly recap!

Microsoft is one of the biggest technology companies in the world. It has played a major role in changing the way we live and work by introducing products like Windows, Office, Azure, and more.

Dynamics 365 is their business solutions giant that unifies multiple applications that can help transform your business. They took all separate existing solutions (Dynamics CRM, Dynamics NAV, Dynamics AX, etc.), divided them into different apps, rebranded and merged them under one umbrella.

 

Click here to download our free ebook on Dynamics 365 and get answers to your questions!

 

What was previously known as Dynamics CRM is now divided into two apps: Sales and Customer Service. They can be purchased separately depending on your needs, or in a bundle called ‘Customer Engagement Plan’ which will give you all the functionality that existed in Dynamics CRM.

 

HubSpot

HubSpot is no Microsoft, but that doesn’t have to be a bad thing. While Microsoft is enormous with hundreds of products in the market, HubSpot focuses on the customer relationship. They’ve been here for a while (From 2004), and they provide three software solutions:

  • HubSpot CRM
  • HubSpot Marketing Hub
  • HubSpot Sales Hub

As you may have guessed, they can work together or separately depending on your needs.

 

How do they compare?

 

Dynamics 365

HubSpot

Pricing

Dynamics 365 Customer Engagement Plan

(Includes: Sales, Customer Service, Project Service Automation, Field Service, Microsoft Social Engagement)

Full User: $115 per user/month

Team Member: $8 per user/month

 

Dynamics 365 Sales App

Full User: $95 per user/month

Team Member: $8 per user/month

 

Dynamics 365 Customer Service App
Full User: $95 per user/month

Team Member: $8 per user/month

HubSpot CRM

FREE! (Yes, you read that right)

 

Marketing Hub

  • Free
  • Starter: $50/month
  • Basic: $200/month
  • Professional $800/month
  • Enterprise: $2400/month

 

Sales Hub

  • Free
  • Starter: $50 per user/month
  • Professional: $400 for the first 5 users/month, then $80 for every additional user.

Free Trial

Yes Yes (HubSpot CRM is Free Forever so not really a trial)

Generic Features

  • Customizable Dashboards
  • Shared Views
  • Personal Views
  • Records Relationships
  • Configurable/Customizable
  • Advanced Find
  • Custom Entities
  • Asynchronous Workflows
  • Real-time Workflows
  • Plugins
  • Business Rules
  • Custom Actions
  • JavaScript for Client-Side forms
  • Custom Forms
  • Drag and Drop Interface for fields
  • Mail Merge
  • Excel and Word Templates
  • Excel Export/Import
  • Notes
  • Posts
  • Reports
  • Duplicate Detection Rules
  • Email Templates
  • Security Roles
  • Unlimited users for FREE CRM
  • Customize views
  • Deal and Task Board
  • Drag and Drop Communicator
  • Website Integration
  • Enrichment
  • Social Media
  • Company Database
  • Website Visitors
  • CRM Details
  • Templates, Tracking, and Scheduling
  • User roles
  • Custom fields
  • Email templates
  • ADD-ONS
  • Notifications

 

Marketing Features

  • Customer journey management
  • Marketing Lists
  • LinkedIn Integration
  • Landing pages
  • Email marketing
  • Multi-channel campaign management
  • Event Management
  • Dynamics 365 Portals
  • Customer Insights
  • Lead management
  • Webinars
  • Marketing analysis with Power BI
  • Email marketing
  • Marketing automation
  • Lead management
  • Predictive lead scoring
  • Analytics
  • Website management
  • Calls-to-action
  • Landing page management
  • Social media management
  • Social listening
  • SEO
  • Ad management
  • Goal-based nurturing

Sales Features

  • Customer data management
  • Contact Management
  • Accounts Management
  • Leads and Quotes generation
  • Sales Order Management
  • Invoice Generation
  • Business Process Flows
  • Opportunity and funnel management
  • Partner Relationship Management
  • Task management
  • Sales performance management
  • Contract management
  • Customer service
  • Knowledge base management
  • Reporting and analytics
  • Teams Management
  • Products
  • Price Lists
  • Multiple Currency Support
  • Emails Tracking
  • Contact management
  • Contact and company insights
  • Companies
  • Deals
  • Tasks
  • Email scheduling
  • Email tracking and notifications
  • Documents
  • Calling
  • Meetings
  • Canned snippets
  • Reporting
  • Prospects
  • Live chat
  • Email sequences
  • Phone and email support
  • Teams
  • Multiple deal pipelines
  • Sales automation
  • Predictive lead scoring
  • Products
  • Smart send times
  • Smart notifications

 

Integrations

Dynamics 365 has out of the box integrations with most other Microsoft products like:

  • SharePoint
  • Outlook (for emails)
  • OneNote
  • PowerBI
  • OneDrive
  • Excel
  • Yammer

 

Dynamics 365 also allows for Custom Developed Integrations, these usually require more technical knowledge and largely depend on the requirements needed and systems being integrated.

HubSpot has something called ‘HubSpot Connect’ which serves as a hub (pun intended) for all their integrations. You can find all the existing integrations here.

Hosting

Cloud and on-premise Cloud

Language Support

Arabic, Basque, Bulgarian, Catalan, Chinese Simplified (PRC), Chinese Traditional (Hong Kong SAR), Chinese Traditional (Taiwan), Croatian, Czech, Danish, Dutch, English, Estonian, Finnish, French, Galician, German, Greek, Hebrew, Hindi, Hungarian, Indonesian, Italian, Japanese, Kazakh, Korean, Latvian, Lithuanian, Malay, Norwegian, Polish, Portuguese (Brazil), Portuguese (Portugal), Romanian, Russian, Serbian (Cyrillic), Serbian (Latin), Slovakian, Slovenian, Spanish, Swedish, Thai, Turkish, Ukrainian, Vietnamese English, Brazilian Portuguese, Spanish, German, French and Japanese

 

What are the advantages of each product?

You’ve seen what both companies offer regarding price, features, and functionality. It is fair to say that both products have very intriguing features that can make your business processes much easier and faster.

 

Dynamics 365 advantages:

  • Brand Name: Now this could be unimportant to some, but we cannot neglect that brands work very hard to be recognized. With recognition comes trust and that’s important when choosing a solution that will hold most (if not all) of your company’s data.
  • More features and updates: Microsoft is killing it lately with features. Every update is bringing loads of new features to the table. You can also check for features currently in development here.
  • More Languages Supported
  • Out of the box streamlined sales process: When you purchase Dynamics 365 for Sales or Customer Engagement, you’re not only getting the sales entities and fields (Lead, Opportunity, Contact, Account, etc.), you’re also getting a fully developed sales process that starts from the lead all the way to the invoice:

–          A lead is created (whether manually or generated from an email or another activity)

–          If it Qualifies, it will create a contact, an account, and an opportunity

–          A Quote is added to the opportunity

–          If the client is happy, the opportunity is won which will create the Order containing the items from the quote

–          From that Order, an invoice can be generated.

  • Integration with Microsoft Products: Being a Microsoft product, Dynamics 365 has the edge over the competition with its seamless integration with other products in the same ecosystem. If a company already has Office 365, it is super easy to integrate with Dynamics 365 to get the most out of both products.
  • Built-in tools: Microsoft includes powerful tools like LinkedIn Sales Navigator and Relationship Assistant that can boost relationship building with customers and engage potential buyers with personalized content.
  • Advanced Find and Relevance Search: Dynamics 365 offers many search options allowing you to find any record you want effortlessly. As we all know, when there’s a vast amount of data, a simple criterion could be insufficient to complete the search, which is why Microsoft includes “Advanced Find” which is a tool helping you define complex queries in a user-friendly interface requiring zero technical knowledge.

 

HubSpot advantages:

  • Price: Obviously the biggest advantage and for some people, the only needed bonus. The Free version of HubSpot CRM is limitless! It is a huge plus for user efficiency and could be very attractive especially for small companies, or those that want to try a CRM system for a period longer than a month.
  • User Friendliness: “More is less” is a very popular saying. While HubSpot offers fewer features than Dynamics 365, it still has all the essential CRM functionality in an easy-to-navigate interface.
  • Integrations: Both systems can integrate with practically anything, but HubSpot makes it easier to find already developed integrations to save you the hassle of searching or developing your own.
  • Website Integration: This is a premium feature, so it’s not really available in the FREE version of HubSpot, but it’s still very handy for salespeople. Using website integration, HubSpot can notify you when an old lead visits your website allowing you to “strike while the iron is hot.

 

Want more information on what a partnership with Sherweb looks like? Check out our InfoKit.

 

Conclusion

There is no ultimate winner in this comparison. Each product has its strengths and weaknesses. The real question is not “Which one is better?” It’s rather “What are you looking for?” If you’re looking for a free solution that can help you centralize your data and automate some business processes, HubSpot is a great solution. If you want a business solution software that is well-supported and trusted, and you have plans to extend it later on to include ERP and possibly Document management, Dynamics 365 has you covered.

Start planning what you want and have a great CRM experience!

 

Written by The Sherweb Team Collaborators @ Sherweb