Holded vs Microsoft Dynamics 365

Holded

Strengths

• +Intuitive and quick to learn for invoicing, expenses and basic accounting
• +All-in-one platform combining invoicing, accounting, banking, inventory, CRM, projects and HR
• +Time-saving automation for recurring invoices, payment reminders and billing
• +Strong fit for SMEs and freelancers, especially in Spain
• +Modern, user-friendly interface for everyday workflows

Limitations

• −Support can be slow or difficult to reach, with mixed experiences reported
• −Pricing and plan limits (e.g., invoices, users, features) may become costly as needs grow
• −Limited flexibility for advanced workflows, report customization and exports

Microsoft Dynamics 365

Strengths

• +Seamless integration with Microsoft ecosystem
• +Strong AI and analytics capabilities
• +Highly customizable with low-code tools
• +Scalable for large enterprises

Limitations

• −High cost for full suite deployment
• −Complex setup and configuration
• −Steep learning curve for admins
• −Limited flexibility for non-Microsoft integrations

Holded

• Plus €15 per monthInvoicing and documents · Banking and cash flow · First 3 months at 50% off
• Basic €29 per monthAll Plus features · CRM and sales funnel · Project profitability tracking
• Standard €59 per monthAll Basic features · Inventory management · Advanced accounting
• Advanced €99 per monthAll Standard features · HR and payroll · Multi-user access
• Premium €199 per monthAll Advanced features · POS system · Priority support

Prices exclude VAT. First 3 months at 50% off. 14-day free trial, no credit card required.

Microsoft Dynamics 365

• Dynamics 365 Sales Professional $65 per user/monthFull sales force automation · Built-in intelligence · Billed annually
• Dynamics 365 Customer Service Professional $50 per user/monthOmnichannel customer service · Self-service portals · Billed annually
• Dynamics 365 Finance $180 per user/monthFinancial management · Global compliance · Billed annually
• Dynamics 365 Supply Chain Management $200 per user/monthEnd-to-end supply chain visibility · AI-driven demand forecasting · Billed annually

Pricing varies by module and region; enterprise plans may require custom quotes.

Holded

Invoicing and documents

Sales and purchase invoices, simplified invoices, pro forma invoices and quotes, Custom numbering and fields, 50+ document templates, Payment methods

Accounting and taxes

Accounting entries, Reconciliation suggestions, Automatic completion of VAT forms 303, 369, 390, 347, 349, Automatic completion of IRPF forms 111, 115, 123, 130, 180, 190

Banking and cash flow

Automatic bank synchronization, Connections to 300+ banks, Cash flow tracking, Reconciliation rules

CRM and sales

Sales funnel, Contact management, Deal tracking

Projects, inventory and HR

Project profitability tracking, Purchase orders, Product price rates, lot or serial-number details, Payroll recording (individual or bulk import)

Microsoft Dynamics 365

Customer Engagement

Omnichannel customer service, AI-driven sales insights, Marketing automation, Case and knowledge management

Finance and Operations

Financial management and accounting, Supply chain management, Project management, Inventory and warehouse management

Business Intelligence

Power BI integration, Custom dashboards and reports, Predictive analytics, Real-time data visualization

Integration and Extensibility

Pre-built connectors for Microsoft 365, RESTful APIs for custom integrations, Azure Logic Apps support, Low-code/no-code customization