Microsoft Dynamics vs. Capsule CRM

Businesses all over the world rely on CRM software products like Microsoft Dynamics 365 and Capsule CRM to build and strengthen relationships with their customers. In this article, we’ll compare the features of MS Dynamics and Capsule CRM side-by-side to help you see the potential benefits both of these CRM solutions can bring to your business.

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Microsoft Dynamics vs. Capsule CRM: an overview

MS Dynamics is a trusted CRM software solution that caters to companies of all sizes. Aside from being a top-rated CRM software, MS Dynamics also offers many enterprise resource planning (ERP) features.

Having the capabilities of two different software products, MS Dynamics can be used beyond customer relationship management. This software can be used for other business departments such as human resources and supply chain management. Pricing for MS Dynamics varies depending on the plan and number of users.

Capsule CRM is a CRM software built to meet the needs of small business and freelancers. This software can help small-scale businesses develop strong customer relationships. Capsule CRM comes in different plans. The more expensive the plan is, the more capabilities and upgrades are added to the CRM.

Comparison of features

MS Dynamics and Capsule CRM have many similar features to support customer relationship management. These features include contact management, reporting capability, and mobile access.

Read also: 4 Sales Gamification Ideas to Improve Performance

Contact management

The contact management feature of MS Dynamics lets companies store and organize important information about their customers and contacts. This includes basic information like a person’s contact info and organization, but it also includes purchase activity, preferred products and services, communication history, and more.

Capsule CRM also has a contact management feature that lets companies organize contacts, create lists, and sort these contacts into categories. Aside from basic contact information, essential details like the social media accounts of contacts can be added through this feature. This way, users get a closer look at their contacts’ preferences.

Reporting

MS Dynamics comes with Report Wizard to help users create meaningful reports easily. Users can modify the layout and format for reports and choose if they want to use charts, tables, or both in the data visualization. With the help of Report Wizard, no coding is necessary to create standard reports. However, users with programming skills can build more complex reports by coding. You can also create customized reports from scratch.

You can also create no-code sales reports in Capsule CRM and easily share them with colleagues. Apart from creating sales reports, activity reports of other team members may be built to monitor user performance. Users can forecast sales in the coming days by using the information gathered from Capsule CRM reports.

Mobile accessibility

MS Dynamics offers the Dynamics 365 mobile application to grant users access to the CRM even when they’re not in the office. You can access the Dynamics 365 mobile app both online and offline, giving users the opportunity to work without an internet connection. Once users regain access to the internet, the app syncs to save your data. The Dynamics 365 mobile app is available for both Android and iOS.

Capsule CRM also offers a mobile app. Besides the ability to access the CRM on the go, the mobile app also lets users make calls and send messages or emails. You can also trace the current location of a contact from the Capsule app. Offline access also comes standard with the Capsule app, so you can create and assign tasks and check them off your to-do list even if you don’t have internet access.

Integrations

MS Dynamics integrates with various Microsoft applications and tools for email services, office tools, and business intelligence. It can also integrate with other third party applications for communications, event management, remote access, social media management, and contact chat. Integrations for MS Dynamics include:

• Outlook
• Sharepoint
• Office 365
• Exchange
• Yammer
• One Note
• Power BI
• Skype
• Nimble
• Hootsuite
• Eventbrite
• BeyondTrust

For Capsule CRM, integrations include applications and tools for productivity, business intelligence, contact management, email services, e-signature, website creation, scheduling, team communication, and event management. These integrations include:

• G Suite,
• Google Data Studio
• Google Contacts
• MailChimp
• Zendesk
• Microsoft Flow
• QuickBooks Online
• Signable
• WordPress
• HubSpot
• Acuity Scheduling
• Trello
• Slack
• Asana

Which CRM is a better fit for your business?

Both Dynamics and Capsule CRM offer invaluable features to help you build customer relationships, but that doesn’t make them a one-size-fits-all.

Microsoft Dynamics is made to handle the CRM needs of large enterprises. You can still use it if you’re a smaller operation, but you may not need all the advanced features it offers. On the other hand, Capsule CRM is preferred by small to medium sized businesses because it is simple and easy to navigate.This CRM also has scalable and affordable pricing options that can definitely help small, start-up businesses. 

If you need more help choosing a CRM software for your business, use our Product Selection Tool to get a free shortlist of CRM software recommendations in just five minutes.