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
Feature comparison
Grouped feature support from verified product research for Dynamics 365 and Insightly.
Core CRM
| Feature | Dynamics 365 | Insightly | Winner |
|---|---|---|---|
| Contact management | Strong | Strong | Tie |
| Lead management | Strong | Strong | Tie |
| Pipeline management | Strong | Strong | Tie |
| Deal management | Strong | Strong | Tie |
Sales engagement
| Feature | Dynamics 365 | Insightly | Winner |
|---|---|---|---|
| Email sync | Strong | Strong | Tie |
| Email tracking | Moderate | Not evidenced | — |
| Workflow automation | Strong | Strong | Tie |
| Sales automation | Moderate | Strong | Insightly |
Reporting
| Feature | Dynamics 365 | Insightly | Winner |
|---|---|---|---|
| Reporting | Strong | Strong | Tie |
| Forecasting | Moderate | Moderate | Tie |
Platform
| Feature | Dynamics 365 | Insightly | Winner |
|---|---|---|---|
| Integrations | Strong | Strong | Tie |
| Custom fields | Strong | Strong | Tie |
| Custom pipelines | Not evidenced | Strong | — |
| Mobile app | Strong | Strong | Tie |
| AI assistance | Moderate | Moderate | Tie |
Additional capabilities
| Feature | Dynamics 365 | Insightly | Winner |
|---|---|---|---|
| Data enrichment | Moderate | Not evidenced | — |
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