Microsoft Dynamics 365 Sales ★ 4.2/5 
Insightly ★ 4.1/5 Microsoft Dynamics 365 Sales vs Insightly: Which CRM is right for you?
A 2026 head-to-head on pricing, features, and which team each is built for.
The short answer
Microsoft Dynamics 365 Sales is enterprise crm built for enterprises standardized on Microsoft 365, Teams, and Azure, starting from ~$65/user/mo. Insightly is crm with project management for sMBs that deliver projects or services after closing a deal, starting from ~$29/user/mo. Choose Microsoft Dynamics 365 Sales for enterprise crm needs; choose Insightly if crm with project management is a better match for your team.
Microsoft Dynamics 365 Sales vs Insightly: at a glance
| Detail | Microsoft Dynamics 365 Sales | Insightly |
|---|---|---|
| Category | Enterprise CRM | CRM with project management |
| Starting price | from ~$65/user/mo | from ~$29/user/mo |
| Free plan | No | No |
| Best for | Enterprises standardized on Microsoft 365, Teams, and Azure. | SMBs that deliver projects or services after closing a deal. |
| Our rating | ★ 4.2 / 5 | ★ 4.1 / 5 |
| Standout feature | Native integration across the Microsoft 365 and Power Platform stack. | Converting won opportunities into connected delivery projects. |
| Founded | 2016 | 2009 |
| Headquarters | Redmond, USA | San Francisco, USA |
Prices are indicative 2026 list prices; always confirm with the vendor directly.
What is Microsoft Dynamics 365 Sales?
Dynamics 365 Sales is Microsoft’s enterprise CRM. It manages the full sales cycle with deep ties to Outlook, Teams, Excel, and Power Platform, and uses Copilot AI for summaries and guidance across the Microsoft ecosystem.
Best for: Enterprises standardized on Microsoft 365, Teams, and Azure.
What is Insightly?
Insightly combines contact, organization, opportunity, pipeline, project, and workflow management. Separate marketing and service products plus the AppConnect integration platform extend it across the customer lifecycle.
Best for: SMBs that deliver projects or services after closing a deal.
Key features compared
| Microsoft Dynamics 365 Sales | Insightly |
|---|---|
| Deep Outlook, Teams, and Excel integration | Pipeline and opportunity management |
| Power Platform automation and custom apps | Relationship linking |
| Copilot AI across the sales workflow | Project delivery |
| Advanced analytics and forecasting | AppConnect integrations |
| Enterprise-grade security and compliance | — |
Pros and cons: Microsoft Dynamics 365 Sales
| Pros | Cons |
|---|---|
| ✔ Unmatched fit for Microsoft-centric enterprises | ✘ Complex to implement and administer |
| ✔ Powerful customization via Power Platform | ✘ Costs rise with add-ons and Power Platform |
| ✔ Strong analytics and AI with Copilot | ✘ Heavier than small teams need |
Pros and cons: Insightly
| Pros | Cons |
|---|---|
| ✔ Sales-to-project continuity | ✘ Best features require higher tiers |
| ✔ Flexible relationship records | ✘ Reporting takes setup |
| ✔ Useful integration tooling | ✘ Smaller ecosystem than leaders |
Which should you choose?
Choose Microsoft Dynamics 365 Sales if you are enterprises standardized on Microsoft 365, Teams, and Azure.
Choose Insightly if you are sMBs that deliver projects or services after closing a deal.
Frequently asked questions
What is the difference between Microsoft Dynamics 365 Sales and Insightly?
Microsoft Dynamics 365 Sales is enterprise crm best for enterprises standardized on Microsoft 365, Teams, and Azure. Its standout is native integration across the Microsoft 365 and Power Platform stack.. Insightly is crm with project management best for sMBs that deliver projects or services after closing a deal. Its standout is converting won opportunities into connected delivery projects..
Is Microsoft Dynamics 365 Sales better than Insightly?
Neither is universally better — it depends on your use case. Microsoft Dynamics 365 Sales is the stronger choice for enterprises standardized on Microsoft 365, Teams, and Azure. Insightly is a better fit for sMBs that deliver projects or services after closing a deal.
Which is cheaper, Microsoft Dynamics 365 Sales or Insightly?
Microsoft Dynamics 365 Sales starts from ~$65/user/mo. Insightly starts from ~$29/user/mo.
Does Microsoft Dynamics 365 Sales or Insightly have a free plan?
Microsoft Dynamics 365 Sales does not offer a permanent free plan. Insightly does not offer a permanent free plan.