Workbooks CRM vs Microsoft Dynamics 365

Workbooks CRM

Strengths

• +Comprehensive feature set covering CRM, quotes, sales orders, supplier management and invoicing
• +Enterprise-grade capabilities at a lower total cost of ownership than Salesforce or Microsoft Dynamics
• +Responsive and knowledgeable customer support with fast turnaround times
• +Highly customizable with tailored fields, record types and workflow automation
• +Granular reporting and dashboarding for marketing-to-sales pipelines and operational KPIs

Limitations

• −Steep learning curve for advanced configuration and administration
• −Cluttered, multi-window interface that feels dated and cumbersome
• −Performance slowdowns with large datasets or heavy pipelines

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

Workbooks CRM

• Free Trial £0 / $0 per user / month (30 days)No credit card required · No download required
• CRM Standard Edition £32 / $47 per user / month (billed annually)Core contact, sales, marketing, and customer service management
• CRM Pro Edition £48 / $66 per user / month (billed annually)All CRM Standard features · Bundled core extensions: Audit Trail, Multi-Currency, Advanced Security, Multi-Company, Custom Records
• Business Standard Edition £67 / $97 per user / month (billed annually)CRM features plus order processing, invoicing, credit notes, and supplier purchase orders
• Business Pro Edition £82 / $116 per user / month (billed annually)All Business Standard features · Bundled core extensions

Prices are for 1, 2, or 3-year terms. Optional add-ons and modules available at additional cost.

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.

Workbooks CRM

Sales Management & Automation

Pipeline management, Lead matching and allocation rules, Opportunity tracking, Sales forecasting

Marketing Management & Automation

Campaign management, Audience segmentation and mailing lists, Mailshots, Web Insights visitor tracking

Customer Service & Support

Case management and ticketing, Customer service portal, Email-to-Case via IMAP, Task tracking

Commercial Operations & Finance

Sales order processing, Sales contract management, Customer invoicing and credit notes, Supplier purchase orders

Project & Event Management

Resource planning, Project budget and revenue tracking, Time management, Event planning and attendee tracking

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