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
Comparison scorecard
Criterion-by-criterion results for Dynamics 365 and Insightly. Numeric bars appear only when both products have approved scores.
- Insightly
Ease of use
How quickly teams become productive.
Insightly leads on ease of use (5/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Dynamics 3655/10Insightly7/10 - Dynamics 365
Pipeline management
Deal stages, visibility, and pipeline hygiene.
Dynamics 365 leads on pipeline management (8/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Dynamics 3658/10Insightly7/10 - Dynamics 365
Sales automation
Automations that reduce repetitive sales work.
Dynamics 365 leads on sales automation (8/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Dynamics 3658/10Insightly7/10 - Dynamics 365
Email capabilities
Native email workflows and tracking.
Dynamics 365 leads on email capabilities (8/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Dynamics 3658/10Insightly6/10 - Dynamics 365
Reporting
Reporting and forecasting quality.
Dynamics 365 leads on reporting (8/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Dynamics 3658/10Insightly6/10 - Dynamics 365
Customization
Fields, workflows, and configurability.
Dynamics 365 leads on customization (9/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Dynamics 3659/10Insightly7/10 - Dynamics 365
Integrations
Important third-party integrations.
Dynamics 365 leads on integrations (9/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Dynamics 3659/10Insightly7/10 - Insightly
Administration
Admin overhead and ongoing maintenance.
Insightly leads on administration (4/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Dynamics 365WeakerInsightlyStronger - Dynamics 365
Scalability
Fit as team size and complexity grow.
Dynamics 365 leads on scalability (9/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Dynamics 3659/10Insightly7/10 - Depends
Value for money
Capability relative to total cost of ownership.
Dynamics 365 researched starting price $65/user/mo vs Insightly $29/user/mo. Better value depends on which features you need on that plan.
Dynamics 3655/10Insightly8/10
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