Insightly vs Microsoft Dynamics 365 Sales: CRM Platform Comparison
Compare Insightly and Microsoft Dynamics 365 Sales side by side. See pricing, features, and integrations to choose the right CRM platform for your needs.
Compare Insightly and Microsoft Dynamics 365 Sales side by side. See pricing, features, and integrations to choose the right CRM platform for your needs.
Reviewed and updated September 2, 2026
Insightly vs Microsoft Dynamics 365 Sales: CRM Platform Comparison
Finding the right CRM platform can directly impact your revenue pipeline. Insightly and Microsoft Dynamics 365 Sales both aim to solve the same core problem (organizing contacts, tracking deals, and forecasting revenue), yet they approach it differently. Let's break down the specifics.
The Quick Answer
By each vendor's own wording, Insightly lists lead and contact management and lead assignment and routing, while Microsoft Dynamics 365 Sales lists sales force automation and microsoft 365 interoperation. A capability both offer can appear under different names, so read both feature lists below.
Insightly offers a lower entry point at $29/mo compared to Microsoft Dynamics 365 Sales at $65/mo.
If your priority is organizing contacts, tracking deals, and forecasting revenue, both tools target it. The right choice depends on your budget, team size, and the specific capabilities you need most.
Understanding the Core Difference
Insightly is Insightly is a CRM for fast-growing companies that tracks all pipeline data in one place, auto-scores leads and sends follow-ups. It is sold alongside Insightly marketing automation, support and ticketing, and the AppConnect workflow builder.
Microsoft Dynamics 365 Sales is Dynamics 365 Sales is Microsoft's sales force automation product, covering pipeline, reporting and dashboards with contextual insights and Copilot AI. It interoperates with Microsoft 365 and pairs with LinkedIn Sales Navigator through the Microsoft Relationship Sales offer.
The two platforms take different approaches to solving the same core challenge.
Pricing Comparison
Plus
Dynamics 365 Sales Professional
Insightly Pricing (as of September 2026)
| Plan | Price |
|---|---|
| Plus | $29/mo |
| Professional | $49/mo |
| Enterprise | $99/mo |
Source: Insightly Pricing
Microsoft Dynamics 365 Sales Pricing (as of September 2026)
| Plan | Price | Contacts |
|---|---|---|
| Dynamics 365 Sales Professional | $65/mo | - |
| Dynamics 365 Sales Enterprise Edition | $105/mo | - |
| Dynamics 365 Sales Premium | $150/mo | 1,000 Copilot Credits per user/month |
| Microsoft Relationship Sales | Contact Sales | Requires a 10-seat minimum |
Source: Microsoft Dynamics 365 Sales Pricing
Pricing Analysis
Insightly is more affordable at the entry level ($29/mo vs $65/mo). For teams with tight budgets or those just getting started with customer relationship management and sales pipeline tracking, this price difference matters.
Microsoft Dynamics 365 Sales offers 4 pricing tiers compared to Insightly's 3, giving you more granularity as you scale.
Features Breakdown
- Lead and contact management
- Lead assignment and routing
- Opportunity management
- Customizable sales processes
- Workflow automation
- Project management
- and 2 more listed below
- Sales force automation
- Microsoft 365 interoperation
- Reporting and dashboards
- Customization and automation
- Conversation intelligence
- Sales engagement
- and 2 more listed below
Insightly Key Features
- Lead and contact management
- Lead assignment and routing
- Opportunity management
- Customizable sales processes
- Workflow automation
- Project management
- Advanced reports and pre-built business dashboards
- AI Copilot
Microsoft Dynamics 365 Sales Key Features
- Sales force automation
- Microsoft 365 interoperation
- Reporting and dashboards
- Customization and automation
- Conversation intelligence
- Sales engagement
- Copilot capabilities in Dynamics 365 Sales
- Access to Sales Qualification, Opportunity, Research and Close agents
The two lists below are a diff of each vendor's own feature list by exact wording, so a capability both tools offer can appear on either side under a different name.
Listed only by Insightly
- Lead and contact management
- Lead assignment and routing
- Opportunity management
- Customizable sales processes
- Workflow automation
- Project management
- Advanced reports and pre-built business dashboards
- AI Copilot
Listed only by Microsoft Dynamics 365 Sales
- Sales force automation
- Microsoft 365 interoperation
- Reporting and dashboards
- Customization and automation
- Conversation intelligence
- Sales engagement
- Copilot capabilities in Dynamics 365 Sales
- Access to Sales Qualification, Opportunity, Research and Close agents
Integration Ecosystem
Insightly Integrations
Insightly connects with: Slack, Gmail, QuickBooks Online, Xero, Shopify, Jira, Asana, Calendly, DocuSign, ZoomInfo.
Microsoft Dynamics 365 Sales Integrations
Microsoft Dynamics 365 Sales connects with: Microsoft 365, Outlook, Microsoft Teams, LinkedIn Sales Navigator, Microsoft Copilot Studio, Azure.
Integrations listed only by Insightly: Slack, Gmail, QuickBooks Online, Xero, Shopify, Jira, Asana, Calendly, DocuSign, ZoomInfo.
Integrations listed only by Microsoft Dynamics 365 Sales: Microsoft 365, Outlook, Microsoft Teams, LinkedIn Sales Navigator, Microsoft Copilot Studio, Azure.
Use Case Recommendations
Best Fit for Insightly
- Budget-conscious teams looking for an affordable CRM platform
- Organizations with complex tech stacks needing broad integration support (10 integrations)
- Sales teams tracking deals from first touch to close
- Managers who need pipeline visibility and forecasting
Best Fit for Microsoft Dynamics 365 Sales
- Enterprise buyers who prefer custom pricing and dedicated support
- Sales teams tracking deals from first touch to close
- Managers who need pipeline visibility and forecasting
- Growing teams that need scalable contact management
Feature Comparison Summary
| Feature | Insightly | Microsoft Dynamics 365 Sales |
|---|---|---|
| Starting Price | $29/mo | $65/mo |
| Top Tier Price | $99/mo | Contact Sales |
| Total Features Listed | 8 | 8 |
| Integrations | 10 | 6 |
Getting Started Checklist
- Define your customer relationship management and sales pipeline tracking requirements and monthly budget
- Estimate your expected contacts and deals to find the right tier
- List the integrations your team currently relies on
- Sign up for free trials or demos of both platforms
- Run a small test with each tool before making a commitment
- Evaluate the onboarding experience and support quality
Final Thoughts
Insightly and Microsoft Dynamics 365 Sales both serve the customer relationship management and sales pipeline tracking market. Insightly offers a more accessible entry point at $29/mo, while Microsoft Dynamics 365 Sales starts at $65/mo. Your decision should weigh pricing against the specific features that matter most for your workflow.
Start with a trial of each to see which platform fits your team's daily process. The best tool is the one your team actually uses consistently.
Pricing and features verified as of September 2026. Visit Insightly and Microsoft Dynamics 365 Sales for current information.
About the author.
Tim Carden is CMO / CTO at RevenueFlow, which builds and operates outbound revenue engines for B2B companies. Studied at McGill University.
Tim Carden · CMO / CTO
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