Microsoft Dynamics CRM vs Zoho CRM comparison

Microsoft and Zoho are both solutions in the CRM category. Microsoft is ranked #2 with an average rating of 8.0, while Zoho is ranked #5 with an average rating of 8.2. Microsoft holds a 12.7% mindshare in CRM, compared to Zoho’s 3.2% mindshare. Additionally, 92% of Microsoft users are willing to recommend the solution, compared to 88% of Zoho users who would recommend it.

Microsoft Dynamics CRM

Read 76 Microsoft Dynamics CRM reviews

4,161 Views
4,026 Comparison Views

92% willing to recommend

Zoho CRM

Read 51 Zoho CRM reviews

2,905 Views
1,245 Comparison Views

88% willing to recommend

Microsoft Dynamics CRM

Zoho CRM

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Executive SummaryUpdated on Jan 12, 2025

Zoho CRM and Microsoft Dynamics CRM are leading competitors in the CRM software category. Based on features, room for improvement, deployment, customer service, and pricing, Microsoft Dynamics CRM has an advantage in comprehensive integration and security features, while Zoho CRM offers better affordability and ease of use.

Features: Zoho CRM includes diverse customization, seamless Google Apps integration, and efficient lead management. It is recognized for its API accessibility and scalable features. Microsoft Dynamics CRM excels with comprehensive integration within the Microsoft ecosystem, offering flexible configurations and security features. It supports versatile business processes and integrates well with third-party tools.

Room for Improvement: Zoho CRM could enhance social media integrations, email campaigning, and streamline its mobile application. Microsoft Dynamics CRM users seek better integration documentation, simplified customization tools, and improved usability for non-technical users.

Ease of Deployment and Customer Service: Zoho CRM largely uses public cloud deployment, which provides flexibility but has noted support delays. Microsoft's deployment options include public, private clouds, and on-premises, offering diverse business needs yet with inconsistent customer support.

Pricing and ROI: Zoho CRM is seen as affordable with tiered pricing, offering significant ROI through enhanced productivity and automation. Microsoft Dynamics CRM, while comprehensive, is expensive, but delivers substantial ROI driven by its integrated suite and efficiency gains in customer management processes.

To learn more, read our detailed Microsoft Dynamics CRM vs. Zoho CRM Report (Updated: January 2025).

Buyer's Guide

Microsoft Dynamics CRM vs. Zoho CRM

January 2025

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Review summaries and opinions

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:

Categories and Ranking

Microsoft Dynamics CRM

Ranking in CRM

2nd

Ranking in Sales Force Automation

2nd

Average Rating

7.8

Reviews Sentiment

7.0

Number of Reviews

Ranking in other categories

CRM Customer Engagement Centers (1st), Local Government CRM (1st), Marketing Management (2nd)

Zoho CRM

Ranking in CRM

5th

Ranking in Sales Force Automation

3rd

Average Rating

8.0

Reviews Sentiment

7.1

Number of Reviews

Ranking in other categories

Opportunity Management (3rd)

Mindshare comparison

As of January 2025, in the CRM category, the mindshare of Microsoft Dynamics CRM is 12.7%, down from 14.4% compared to the previous year. The mindshare of Zoho CRM is 3.2%, down from 5.1% compared to the previous year. It is calculated based on PeerSpot user engagement data.

CRM

Featured Reviews

Arun Srivastav

CEO at Planfirma Technologies Private Limited

Easy to use and integrates well with emails, WhatsApp, and SMS gateways

The most valuable feature of Microsoft Dynamics CRM is the campaign feature. The solution's campaign feature allows you to collate a group of customers and the frequency of email notifications sent to them. You can put an advertising budget for a series of customers, whereby high net-worth individuals will be marketed for high-end products. Low-end customers will be in a different campaign. So, we run campaigns on different sectors of customers. One of the solution's good features is integration because it directly integrates with Microsoft tools. Microsoft Office 365 and Microsoft Teams are built into it. The solution gives a varied network of text and email gateways, which are already integrated and come with the package.

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AmerKhan

Senior Director - Head of Solution Engineering at Osol tech (Private) Limited

Diverse integrations assist in seamlessly aligning marketing efforts with sales tracking

Zoho CRM is flexible due to its integrations, like with Zoho Campaign, helping integrate marketing efforts with CRM processes. It offers a no-cost entry with the ability for three users to use it at no charge, which is beneficial for startups to explore the platform without financial strain. This enables me to start using the platform, handle opportunities, and get a feel before committing financially.

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Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:

Pros

"The control that we have of a process and the ability to have everything recorded from the beginning to the end of the process have been the most valuable features."

"The initial setup is pretty straightforward."

"The most useful feature that this solution provides is the ability to make dashboards for the business easily as our company is managed using KPIs and metrics."

"Working with all Microsoft products from one platform is very useful."

"The most valuable features are the integration capabilities with other third-party software. It has an easy user interface and in terms of security, it has permission-based access for different users."

"For me, the most helpful functionalities in Microsoft Dynamics CRM are customer engagement, contact management, opportunity management, and order management. The service management features, including ticket management and handling complaints from the call center, are also very useful. One of the key benefits is the faster time to market, as it allows for quicker product delivery and better customer management. The tool also improves customer interaction through the service center, leading to better adherence to KPIs."

"Integration with other Microsoft tools is a good feature of Microsoft Dynamics CRM."

"The solution is scalable."

More Microsoft Dynamics CRM pros

"Zoho CRM is flexible due to its integrations, like with Zoho Campaign, helping integrate marketing efforts with CRM processes."

"The most valuable features are the lead, opportunity and task management as well as dashboard creation, reporting, contact management and campaigns."

"It also provides robust reporting capabilities to analyze and report on these key aspects of customer relationship management."

"Zoho CRM has been a really good product. From a basic CRM perspective, we use it to maintain the details of our company's customers."

"I am impressed with the product's information on customers."

"There are many features that capture customer data."

"Zoho CRM handles the entire customer relationship management, from lead generation to workflows, reports, and lead qualification."

"CRM software that's simple to use, with good technical support, scalability, and stability."

More Zoho CRM pros

Cons

"My company's biggest challenge with Microsoft Dynamics CRM is wanting to market solely to leads without having to create a contact and link the contact to the lead. From a marketing standpoint, there's room for improvement in the lead process of Microsoft Dynamics CRM."

"This CRM system needs to be more configurable. Its performance still needs improvement, because its screens hang while querying data. It's also not highly scalable, so scalability also needs improvement."

"Microsoft Dynamics CRM needs to improve its integrations."

"Sometimes Microsoft's support can be difficult to contact, and it can take a while to get a response to a ticket."

"Microsoft Dynamics CRM would be far superior if it had an analytical dashboard and AI-based systems."

"Microsoft Dynamics CRM could improve by being more user-friendly."

"I would suggest enhancements in customization and better integration for testing codes to improve the functionality of Dynamics CRM."

"There is room for improvement in handling nonlinear sales processes and complex quoting."

More Microsoft Dynamics CRM cons

"The chatbot feature is not very intelligent and lacks AI capabilities."

"There should be easy access to feature recommendations in the solution"

"The support is not quite good."

"Some of our clients could not develop their requirements using the product."

"The solution's feature for forecast has limitations."

"There are at least two big pieces. One is just the ability to reorganize the data and clean it up to eliminate duplicates and things like that. It is very manual at the moment. It only gives us certain fields that we can check on. Because of our particular database, it creates a problem. We deal with hospitals, and there are 50 hospitals. It is tough to figure out which one is which. Is it this one or the other one? So, trying to clean things up is very difficult. I'd like to have more ability to share data fields. The data is structured into different buckets, and I frequently have to create the same field in two different buckets. It would be nice if I could just do a view-only field in another bucket. In my contact bucket, I would like to be able to have just a view-only of the account information so that I don't need to enter it again, which is what I have to do currently."

"The reporting for developers should be improved."

"I would like to see more integrations and customization options in the next release."

More Zoho CRM cons

Pricing and Cost Advice

"Licensing fees are paid on a monthly basis."

"The price of the solution is good but could be cheaper."

"The cost depends on a number of factors, so whoever is implementing it will need to take that into consideration before it is done."

"Microsoft often encourages customers to commit to multi-year enterprise-level agreements, such as three or five-year deals with a minimum commitment of, for example, $200,000 dollars. However, in order to acquire more customers, I believe Microsoft should offer this same rate for one-year commitments for customers who want to experience it."

"I give the price of the solution an eight out of ten."

"Microsoft Dynamics CRM is very affordable if you use the yearly subscription."

"The cost could be cheaper. I would rate them 3 out of 5."

"Microsoft Dynamics CRM is an expensive solution."

More Microsoft Dynamics CRM pricing and cost advice

"The tool started out quite cheap. It's had some changes with small and medium business subscriptions, but it's still worth the price. I'd say it's priced a bit below the medium range."

"Its price is lower than the other software."

"The solution has standard pricing plans."

"There is an annual license."

"The price of Zoho CRM is already competitive, but we would always like to have a better discount. Most of the features are included in the price but if we want the extra features then we have to purchase them."

"Zoho CRM has a subscription-based license, which is not too expensive."

"Zoho CRM is an expensive tool."

"It is around $1000 a month."

More Zoho CRM pricing and cost advice

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Top Industries

By visitors reading reviews

Computer Software Company

13%

Financial Services Firm

11%

Government

10%

Manufacturing Company

Educational Organization

83%

Computer Software Company

Financial Services Firm

Government

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

Questions from the Community

What do you like most about Microsoft Dynamics CRM?

The most valuable features of Microsoft Dynamics CRM are all the filters and possible reports.

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What needs improvement with Microsoft Dynamics CRM?

During a period of time, restoring data and maintaining it could be better in Microsoft Dynamics CRM.

See all answers

What is your primary use case for Microsoft Dynamics CRM?

I use Microsoft Dynamics CRM because of its flexible design.

See all answers

What do you like most about Zoho CRM?

Zoho CRM integrates easily with customer service workflows.

See all answers

What is your experience regarding pricing and costs for Zoho CRM?

Currently, I am using Zoho CRM at no charge, sticking with the free tier. I have not had to pay for licenses or setup costs.

See all answers

What needs improvement with Zoho CRM?

Zoho CRM could benefit from predictive analysis based on historical trends to forecast future performance over the next two to three years, particularly from a sales pipeline perspective. This feat...

See all answers

Comparisons

SAP CRM vs Microsoft Dynamics CRM

Compared 22% of the time

Salesforce Sales Cloud vs Microsoft Dynamics CRM

Compared 19% of the time

ServiceNow vs Microsoft Dynamics CRM

Compared 18% of the time

Siebel CRM vs Microsoft Dynamics CRM

Compared 12% of the time

Oracle CX Sales vs Microsoft Dynamics CRM

Compared 4% of the time

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SAP CRM vs Zoho CRM

Compared 47% of the time

monday.com vs Zoho CRM

Compared 12% of the time

Bitrix24 vs Zoho CRM

Compared 10% of the time

Odoo vs Zoho CRM

Compared 7% of the time

Siebel CRM vs Zoho CRM

Compared 4% of the time

More Zoho CRM Competitors

Product Reports

Buyer's Guide

Microsoft Dynamics CRM

December 2024

Download Microsoft Dynamics CRM product report

Buyer's Guide

Zoho CRM

December 2024

Download Zoho CRM product report

Also Known As

Dynamics CRM, MS Dynamics CRM

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Microsoft

Zoho

Overview

Microsoft Dynamics CRM is a comprehensive customer relationship management solution that helps businesses streamline their sales, marketing, and customer service processes. With its user-friendly interface and powerful features, it enables organizations to effectively manage their customer interactions and drive business growth.

One of the key features of Microsoft Dynamics CRM is its sales automation capabilities. It allows sales teams to track leads, manage opportunities, and close deals more efficiently. The solution provides a centralized platform for managing customer information, enabling sales representatives to access real-time data and make informed decisions. It also offers tools for forecasting, pipeline management, and sales analytics, helping businesses optimize their sales processes and drive revenue growth.

In addition to sales automation, Microsoft Dynamics CRM offers robust marketing automation features. It enables marketers to create and execute targeted marketing campaigns, track campaign performance, and generate actionable insights. The solution provides tools for lead management, email marketing, social media integration, and customer segmentation, allowing businesses to engage with their customers effectively and drive marketing ROI.

Furthermore, Microsoft Dynamics CRM helps organizations deliver exceptional customer service. It provides a unified view of customer interactions, enabling customer service representatives to deliver personalized and timely support. The solution offers case management, a knowledge base, and self-service portal capabilities, empowering customers to find answers to their queries and resolve issues on their own. It also provides tools for service analytics and reporting, helping businesses identify areas for improvement and enhance customer satisfaction.

Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management.

Sample Customers

Metro Bank, Nissan, Pandora, Delta, Haynes International, City of London, Trek and many more market leaders.

JetHub, Anderson Sales Advantage, ActionCoach, Milagro Advisory Group, TECO Pneumatic, Proteomics Consult

Buyer's Guide

Microsoft Dynamics CRM vs. Zoho CRM

January 2025

Free Report: Microsoft Dynamics CRM vs. Zoho CRM

Find out what your peers are saying about Microsoft Dynamics CRM vs. Zoho CRM and other solutions. Updated: January 2025.

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