Method CRM vs Microsoft Dynamics 365 Sales: CRM Platform Comparison
Compare Method CRM and Microsoft Dynamics 365 Sales side by side. See pricing, features, and integrations to choose the right CRM platform for your needs.
Method CRM is the better choice for QuickBooks or Xero users who want an affordable, customizable CRM starting at $35/mo, while Microsoft Dynamics 365 Sales fits teams already in the Microsoft 365 ecosystem who need sales force automation, Copilot AI, and LinkedIn Sales Navigator integration starting at $65/mo.
Key takeaways
- Method CRM's entry plan, CRM Quick Start, costs $35/mo, while Microsoft Dynamics 365 Sales Professional costs $65/mo.
- Method CRM's highest listed tier, CRM Enterprise, costs $97/mo, while Dynamics 365 Sales Premium costs $150/mo and includes 1,000 Copilot Credits per user per month.
- Method CRM integrates with QuickBooks Online, QuickBooks Desktop, QuickBooks Enterprise, Xero, Gmail, Google Calendar, Outlook, and Zapier.
- Microsoft Dynamics 365 Sales integrates with Microsoft 365, Outlook, Microsoft Teams, LinkedIn Sales Navigator, Microsoft Copilot Studio, and Azure.
- Microsoft Relationship Sales, which pairs Dynamics 365 Sales with LinkedIn Sales Navigator, requires a 10-seat minimum and is available only by contacting sales.
Reviewed and updated September 4, 2026
Method CRM vs Microsoft Dynamics 365 Sales: CRM Platform Comparison
Finding the right CRM platform can directly impact your revenue pipeline. Method CRM 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, Method CRM lists customer management with a 360-degree customer view and customer portals, 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.
Method CRM offers a lower entry point at $35/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
Method CRM is Method CRM is a customizable CRM for QuickBooks and Xero users that syncs customer, estimate, invoice and payment data with the accounting system. It adds lead management, customer portals, email campaigns, workflow automation and job management for growing businesses.
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
CRM Quick Start
Dynamics 365 Sales Professional
Method CRM Pricing (as of September 2026)
| Plan | Price |
|---|---|
| CRM Quick Start | $35/mo |
| CRM Pro | $59/mo |
| CRM Enterprise | $97/mo |
| CRM Multi-entity | Contact Sales |
Source: Method CRM 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
Method CRM is more affordable at the entry level ($35/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.
Features Breakdown
- Customer management with a 360-degree customer view
- Customer portals
- Email campaigns
- Lead management with web-to-lead forms
- Estimates and proposals with online approvals
- Invoicing and online payments
- and 4 more listed below
- Sales force automation
- Microsoft 365 interoperation
- Reporting and dashboards
- Customization and automation
- Conversation intelligence
- Sales engagement
- and 2 more listed below
Method CRM Key Features
- Customer management with a 360-degree customer view
- Customer portals
- Email campaigns
- Lead management with web-to-lead forms
- Estimates and proposals with online approvals
- Invoicing and online payments
- Workflow automation
- Job and work order management
- Time tracking, scheduling and dispatching
- Mobile app
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 Method CRM
- Customer management with a 360-degree customer view
- Customer portals
- Email campaigns
- Lead management with web-to-lead forms
- Estimates and proposals with online approvals
- Invoicing and online payments
- Workflow automation
- Job and work order management
- Time tracking, scheduling and dispatching
- Mobile app
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
Method CRM Integrations
Method CRM connects with: QuickBooks Online, QuickBooks Desktop, QuickBooks Enterprise, Xero, Gmail, Google Calendar, Outlook, Zapier.
Microsoft Dynamics 365 Sales Integrations
Microsoft Dynamics 365 Sales connects with: Microsoft 365, Outlook, Microsoft Teams, LinkedIn Sales Navigator, Microsoft Copilot Studio, Azure.
Shared Integrations
Both tools integrate with: Outlook.
Integrations listed only by Method CRM: QuickBooks Online, QuickBooks Desktop, QuickBooks Enterprise, Xero, Gmail, Google Calendar, Zapier.
Integrations listed only by Microsoft Dynamics 365 Sales: Microsoft 365, Microsoft Teams, LinkedIn Sales Navigator, Microsoft Copilot Studio, Azure.
Use Case Recommendations
Best Fit for Method CRM
- Budget-conscious teams looking for an affordable CRM platform
- Teams that need a wide feature set (10 capabilities listed)
- Organizations with complex tech stacks needing broad integration support (8 integrations)
- Enterprise buyers who prefer custom pricing and dedicated support
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 | Method CRM | Microsoft Dynamics 365 Sales |
|---|---|---|
| Starting Price | $35/mo | $65/mo |
| Top Tier Price | Contact Sales | Contact Sales |
| Total Features Listed | 10 | 8 |
| Integrations | 8 | 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
Method CRM and Microsoft Dynamics 365 Sales both serve the customer relationship management and sales pipeline tracking market. Method CRM offers a more accessible entry point at $35/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 Method CRM and Microsoft Dynamics 365 Sales for current information.
Frequently asked questions.
Frequently asked questions- Which is cheaper, Method CRM or Microsoft Dynamics 365 Sales?
- Method CRM is cheaper at the entry level, starting at $35/mo for its CRM Quick Start plan, compared to $65/mo for Microsoft Dynamics 365 Sales Professional. This price gap matters most for teams with tight budgets or those just starting with CRM and sales pipeline tracking.
- Does Method CRM integrate with QuickBooks?
- Yes, Method CRM connects with QuickBooks Online, QuickBooks Desktop, and QuickBooks Enterprise, along with Xero, Gmail, Google Calendar, Outlook, and Zapier. It is built specifically as a customizable CRM for QuickBooks and Xero users, syncing customer, estimate, invoice, and payment data with the accounting system.
- What makes Microsoft Dynamics 365 Sales different from Method CRM?
- Microsoft Dynamics 365 Sales is Microsoft's sales force automation product, covering pipeline, reporting, and dashboards with contextual insights and Copilot AI, and it interoperates with Microsoft 365. Method CRM instead centers on customer management, customer portals, and workflow automation tied to QuickBooks and Xero accounting data.
- Does Microsoft Dynamics 365 Sales work with LinkedIn Sales Navigator?
- Yes, Microsoft Dynamics 365 Sales pairs with LinkedIn Sales Navigator through the Microsoft Relationship Sales offer. That offer is priced by contacting sales and requires a 10-seat minimum.
- What features are unique to each platform?
- Method CRM lists features not found on Microsoft's list, including customer portals, email campaigns, lead management with web-to-lead forms, estimates with online approvals, invoicing, job and work order management, and time tracking. Microsoft Dynamics 365 Sales lists features unique to it, including conversation intelligence, sales engagement, Copilot capabilities, and access to Sales Qualification, Opportunity, Research, and Close agents.
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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