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Nutshell is super user-friendly and intuitive

I would highly recommend Nutshell

Easy to use and... wait for it ... 100% buy in!

Nutshell is both simple and powerful

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A comprehensive CRM comparison

Nutshell vs. Microsoft Dynamics 365 Sales

Choosing the right CRM is crucial for your business. Explore why Nutshell is the right CRM over Copper. Nutshell’s standout features include:

  • An affordable pricing model that doesn’t compromise on features
  • Seamless integration with G Suite, Microsoft 365, Zapier, and more, plus built-in solutions to send quotes, identify website visitors, generate leads, and more
  • Multiple views for pipeline management, including a drag-and-drop board and an interactive map
  • Providing free world-class customer support
  • In-app Nutshell Marketing and Engagement suites with email and SMS marketing, web chat, 1:1 SMS messaging, and more
Nutshell vs Microsoft Dynamics 365

What is Microsoft Dynamics 365?

Microsoft Dynamics 365 CRM, also known as Dynamics 365 Sales, is a CRM solution that is part of the nine applications in the Microsoft Dynamics 365 suite, which includes both CRM and ERP software.

Dynamics 365 Sales includes a range of features that help users to manage their sales processes. While feature-rich, some businesses may be overwhelmed by the implementation process and balk at the relatively pricey plans.

What is Nutshell?

Nutshell is an award-winning CRM platform that helps B2B sales, marketing, and customer teams work together to close more deals and retain more customers.

Powerful enough to support any element of your business and simple enough to implement without a paid admin or IT department, Nutshell is favored among businesses from a wide variety of industries and sizes due to its ease of use, flexible set up, and available features.

Furthermore, Nutshell Sales’ features outshine the competitors in terms of both usability and comprehensiveness, according to customer reviews. Plus, we have a full Marketing Suite and Engagement Suite, with some of our marketing and engagement tools included with your Nutshell Sales license.

Here at Nutshell, we’re dedicated to helping businesses grow their revenue and solve the most critical challenge of sales and marketing software: motivating teams to use it. We’re passionate about our customers’ success, and we love finding new ways to take the frustrations out of selling, marketing, and managing.

Nutshell not only seamlessly syncs with all of Microsoft 365 (download our Outlook extension), but we also sync seamlessly with all of Google Workspace (download our Chrome extension).

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Nutshell vs. Microsoft Dynamics 365 comparison

Many users may consider Microsoft a good choice, considering its ubiquity in the personal computer and software space.

But you may be limited in integration options and overwhelmed when it comes to implementation.

Nutshell, on the other hand, offers the same features and more in an intuitive and easy-to-use platform, plus seamless integration with popular software software applications in the Microsoft suite and beyond.

Let’s look at what users say about the pros and cons of Microsoft Dynamics 365 Sales.

Homepage for Microsoft Dynamics 365

MS Dynamics 365 pros

Microsoft Dynamics 365 Sales users report being satisfied with the streamlined and customizable sales pipelines, as well as the smooth integration with other Microsoft applications, such as Outlook and Teams.

That being said, a smaller company may not have the time and resources to invest in training and implementation, so the cost may be wasted.

positive review of Dynamics Sales CRM

MS Dynamics 365 cons

Despite its feature-rich platform, users express frustration at the steep learning curve of the Microsoft Dynamics 365 Sales platform. Other users point out issues with the interface, mentioning that it’s difficult to navigate. Other concerns about this CRM include:

  • Its steep pricing plans may not be accessible to small businesses
  • Integration challenges when trying to connect with 3rd-party software
  • Slow customer support response
negative review for Dynamics 365

Nutshell: A great Microsoft Dynamics 365 alternative

As you review comparisons between Microsoft Dynamics 365 Sales and other CRMs, you’ll see that Nutshell can hold its own against them.

  • Easy to use: Users find Nutshell Sales easy to set up, navigate, and work with, making it accessible to both sales professionals and non-sales individuals.
  • More seamless integrations: Connect Nutshell with your favorite tools like Microsoft, Google, Slack, and QuickBooks to streamline workflows and manage everything in one place.
  • Intuitive automation: Streamline your sales processes with easy-to-use automation tools for email, lead generation, and sales support, freeing up your team to focus on growth and easily measure campaign success.
  • Affordable and transparent pricing: Get exceptional value with straightforward pricing and no hidden fees, making Nutshell a budget-friendly solution for growing businesses.
  • Free white glove data imports: Free onboarding data importing assistance to ensure you and your team get up and running as quickly as possible.
  • Award-winning customer support: Get dedicated assistance whenever you need it with our empathetic, human-based customer support team, available via email and live chat, regardless of your plan size.
Headshots of Nutshell's customer support specialists.

Constructing a Better Nutshell Experience

We listen to and anticipate the needs of our customers to provide a user-friendly and affordable CRM filled with valuable features.

We regularly add new features and update our software to provide superior service, including:

  • App Marketplace to connect your CRM data with the apps you already use
  • Scheduler to simplify meeting planning and appointments
  • Email marketing through our Nutshell Marketing suite to help you strengthen relationships with customers and prospects
  • SMS marketing, available with a Marketing Pro subscription, to engage more effectively with leads and customers
  • Web chat through our Nutshell Engagement suite to let website visitors seamlessly initiate a chat with your team while visiting your website
  • 1:1 SMS when you sign up for Engagement Pro to easily interact with leads and customers via text message
  • Nutshell IQ add-on to automatically track website visitors, generate leads, and find people at the companies you already work with
  • Nutshell Quotes add-on to swiftly deliver professional quotes directly from your CRM
  • And many more

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Easy to Use. Easy to Sell. That’s Nutshell.

“”

Nutshell is the CRM and email marketing tool I have been searching for since 1992.

Evan T Account Executive

Nutshell vs. Microsoft Dynamics 365 Sales, head-to-head

CRM is Nutshell’s flagship feature that is available in our Sales Suite. Our Sales Suite has 5 plan tiers to help you choose the best plan for your budget and required features. Below, we’re comparing our most popular Sales plan (Sales Pro) to Copper’s most comparable plan.

PER USER COST Comparisons based on similarly priced packages (Sales Pro and Dynamics 365 Sales Professional)

CONTACTS, FILE, AND DATA STORAGE Nutshell offers unlimited contact, company records and data storage.

WEB FORMS Design simple web forms that capture customer information and automatically create new contacts and leads.

ONE-CLICK BULK EMAILING

MOBILE BUSINESS CARD SCANNER Nutshell’s business card scanner is lightweight and built into the Nutshell mobile app.

NATIVE iPHONE AND ANDROID APP

REPLY RATE TRACKER AND VIEW COUNTER Easily measure email engagement with Nutshell’s email engagement metric reports.

ADVANCED REPORTS Run losses, forecast, activity, funnel, and custom reports!

SNAPSHOTS Simplify pipeline analysis with snapshot reports.

FREE ONBOARDING DATA ASSISTANCE Nutshell offers white glove data imports for all customers during onboarding, and ongoing data imports are available for Nutshell Business and Nutshell Enterprise customers.

AI EMAIL WRITING ASSISTANT Generate intelligent email content with the AI writing assistant in Email marketing.

Web chat tool Sales Pro customers have access to our Nutshell Engagement Foundation tier features, including unlimited Web chat tool usage, chat thread assignment, chat conversation management, and data collection through forms.

Logo for Dynamics 365 Sales CRM

$65 per user per month

10 GB database storage capacity (ability to purchase extra storage)

No, need to add Dynamics 365 Customer Insights plan

No

No

Yes

No, need to add Dynamics 365 Customer Insights for email marketing functions recordings

Only activity and funnel reports

No

No

No, need to upgrade to Enterprise ($95 per user/month) or purchase the Microsoft Copilot for Sales add-on ($50 per user/month)

No, need to purchase Dynamics 365 Contact Center

Even more power on Sales Business & Sales Enterprise

  • Sales Business: Includes everything in Sales Pro, plus: AI capabilities, higher limits, Audit log, Changelog and more.
  • Sales Enterprise: Includes everything in Sales Business, plus: higher limits, Read-only SQL access, Enterprise SSO and Enterprise directory sync

To compare all of Nutshell’s Sales plans, go to our pricing page and click “compare all plans”.

Learn more about our Microsoft Dynamics 365 Sales alternative

When making CRM comparisons with Copper, Nutshell should be on your radar. That’s because we offer:

  • More platform integrations: While our software does integrate with the Google suite, it also works well with many other platforms, like Microsoft and Slack.
  • Better interface: Start using Nutshell to your benefit immediately with our easy-to-understand interface, onboarding support, and ongoing customer care.
  • Advanced customization: Make Nutshell work for you. Customize marketing plans, create personalized reports, and tailor our software to meet your brand’s unique needs.
  • More features: Simplify your day-to-day by utilizing our fully integrated Marketing and Engagement suites, our Scheduling tool, our Quoting tool, and our Prospecting tool all in the same app.

Start your
14-day free trial today!

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I’ve honestly had more problems than solutions when it comes to using Monday. It was very visually pleasing, but that’s as far as the benefits went.

Kevin K. Media Production

It is extremely frustrating to be left at the mercy of [Monday’s] horrible tech support. If we had to make the decision all over again, we would have passed on Monday back when we initially had the opportunity to sign up.

Administrator Photography Industry

Using Monday really feels the way Mondays feel.

Michelle E. Apparel & Fashion

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