Dynamics 365 vs Insightly
Compare Dynamics 365 and Insightly on features, pricing, and buyer fit using the same researched criteria.
Dynamics 365
Microsoft Dynamics 365 Sales CRM for pipeline management, forecasting, and Microsoft 365 / Copilot workflows.
Best for
- • Best fit for mid-market/enterprise teams already standardized on Microsoft 365, Teams, Outlook, and Power Platform
- • Strong when Microsoft ecosystem leverage and IT support are present
- • Agentic CRM that helps teams close deals faster using insights, sales automation, and collaboration tools.
Starting from $65.00/user/mo
No free plan
VS
Our verdict
There is no universal winner between Dynamics 365 and Insightly. Choose based on pipeline depth, automation, email and calling, reporting, and pricing trade-offs.
Dynamics 365 is better for
- ✓ Pipeline management
- ✓ Sales automation
- ✓ Email capabilities
- ✓ Reporting
Insightly is better for
- ✓ Ease of use
- ✓ Administration
Choose Dynamics 365 if: Best fit for mid-market/enterprise teams already standardized on Microsoft 365, Teams, Outlook, and Power Platform
Choose Insightly if: Insightly fits many small-business CRM evaluations
Insightly
CRM plus project management for service-oriented SMBs, with automation and AI on higher plans.
Best for
- • Insightly fits many small-business CRM evaluations
- • Insightly is evaluated here as a CRM/sales tool
- • Insightly combines CRM and project management for service-oriented SMB teams.
Starting from $29.00/user/mo
No free plan
Dynamics 365 vs Insightly at a glance
Criterion-level leaders from verified research.
Scorecard preview
Criterion leaders based on verified research — open the Scorecard tab for evidence detail.
- Ease of useInsightly
Dynamics 365
Insightly
- Pipeline managementDynamics 365
Dynamics 365
Insightly
- Sales automationDynamics 365
Dynamics 365
Insightly
- Email capabilitiesDynamics 365
Dynamics 365
Insightly
- ReportingDynamics 365
Dynamics 365
Insightly
Which CRM is better for you?
Quick picks based on fit — not a universal ranking.
- → Dynamics 365
Best for pipeline management
Dynamics 365 leads on pipeline management (8/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
- → Dynamics 365
Best for sales automation
Dynamics 365 leads on sales automation (8/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
- → Dynamics 365
Best for email capabilities
Dynamics 365 leads on email capabilities (8/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
- → Insightly
Best for ease of use
Insightly leads on ease of use (5/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
- → Insightly
Best for administration
Insightly leads on administration (4/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
The biggest differences
Where the products diverge most clearly on verified criteria.
Pipeline management
Dynamics 365 winsDynamics 365
Dynamics 365 leads on pipeline management (8/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Insightly
Trails Dynamics 365 on this criterion
Email capabilities
Dynamics 365 winsDynamics 365
Dynamics 365 leads on email capabilities (8/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Insightly
Trails Dynamics 365 on this criterion
Sales automation
Dynamics 365 winsDynamics 365
Dynamics 365 leads on sales automation (8/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Insightly
Trails Dynamics 365 on this criterion
Reporting
Dynamics 365 winsDynamics 365
Dynamics 365 leads on reporting (8/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Insightly
Trails Dynamics 365 on this criterion
Value for money
DependsDynamics 365
Dynamics 365 researched starting price $65/user/mo vs Insightly $29/user/mo. Better value depends on which features you need on that plan.
Insightly
Dynamics 365 researched starting price $65/user/mo vs Insightly $29/user/mo. Better value depends on which features you need on that plan.
Which should you choose?
Choose Dynamics 365 if
- Best fit for mid-market/enterprise teams already standardized on Microsoft 365, Teams, Outlook, and Power Platform
- Strong when Microsoft ecosystem leverage and IT support are present
- Agentic CRM that helps teams close deals faster using insights, sales automation, and collaboration tools.
Choose Insightly if
- Insightly fits many small-business CRM evaluations
- Insightly is evaluated here as a CRM/sales tool
- Insightly combines CRM and project management for service-oriented SMB teams.
Related comparisons
Alternatives to consider
Salesforce
Enterprise CRM platform for sales, service, marketing, and customer data across large and mid-market teams.
HubSpot
CRM platform with free core CRM plus Sales, Marketing, Service, and Content Hubs for growing teams.
Pipedrive
Pipeline-first sales CRM for visual deal management, activity-based selling, and growing sales teams.
Keap
How we compare
A short look at the comparison process. Full methodology
1
Collect
Collect official product information, pricing, and product evidence.
2
Normalize
Map evidence to the same category evaluation criteria for both products.
3
Compare
Evaluate both products against identical criteria — ties and depends are allowed.
4
Explain
Show why each product wins, loses, or ties, with evidence behind the outcome.
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- Independent criterion outcomes
- No invented scores or prices
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