# Workbooks vs Dynamics 365 - 2026 Comparison - Software Advice > Workbooks vs Dynamics 365 - See how these products stack up against each other with real user reviews, product feature comparisons and screenshots. Find out which one is best for your organization. Source: https://www.softwareadvice.com/compare/4391-workbooks-crm/vs/106335-Dynamics-365 --- [Home](https://www.softwareadvice.com/) / [Distribution CRM Software](https://www.softwareadvice.com/category/3846-distribution-crm/) / Workbooks vs Dynamics 365 Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Updated June 10, 2026 # Workbooks vs. Dynamics 365: 2026 Comparison Skip hours of research. Get your top 5 matches from an expert in 15 minutes, 100% free. Free Expert Guidance Real Human Advice 1M + Businesses Helped Updated June 10, 2026 # Workbooks vs. Dynamics 365: 2026 Comparison Skip hours of research. Get your top 5 matches from an expert in 15 minutes, 100% free. Free Expert Guidance Real Human Advice 1M + Businesses Helped Product comparison Compare up to 3 products side-by-side + Add product [](https://www.softwareadvice.com/crm/workbooks-crm-profile/) [Workbooks](https://www.softwareadvice.com/crm/workbooks-crm-profile/) 4.3 [(112)](https://www.softwareadvice.com/crm/workbooks-crm-profile/reviews/) Starting Price $45.00per month Free trial Free version Pros: Not enough reviews Cons: Not enough reviews Who uses Workbooks Based on 112 reviews - Popular among: Small businesses - Most common industries: IT & Software Development (18%), Professional Services (15%) and Supply Chain (5%) - Top use cases: CRM (5%), Online CRM (3%) and Marketing (3%) 75% of users recommend this product [](https://www.softwareadvice.com/product/106335-Dynamics-365/) [Dynamics 365](https://www.softwareadvice.com/product/106335-Dynamics-365/) 4.4 [(5825)](https://www.softwareadvice.com/product/106335-Dynamics-365/reviews/) Starting Price $50.00per month Free trial Free version Pros: - Integration with Microsoft Suite - Customer relationship management Cons: - High cost - Steep learning curve Who uses Dynamics 365 Based on 5825 reviews - Popular among: Small businesses - Most common industries: IT & Software Development (19%), Professional Services (8%) and Retail, Consumer Goods & Services (8%) - Top use cases: CRM (10%), Business Management (10%) and Dashboard (5%) 68% of users recommend this product [](https://www.softwareadvice.com/crm/workbooks-crm-profile/) Workbooks 4.3 [(112)](https://www.softwareadvice.com/crm/workbooks-crm-profile/reviews/) [](https://www.softwareadvice.com/product/106335-Dynamics-365/) Dynamics 365 4.4 [(5825)](https://www.softwareadvice.com/product/106335-Dynamics-365/reviews/) + Add product Add product ## User satisfaction * * * 4.3 Based on 112 reviews Ease of use 4.1 Value for money 4.1 Customer support 4.3 Functionality 4.2 4.4 Based on 5,825 reviews Ease of use 4.1 Value for money 4.1 Customer support 4.2 Functionality 4.3 ## User interface * * * ## Key features Features selected based on 5,937 reviews from Distribution CRM * * * Calendar Management 5.0 Email Management 4.0 Reporting/Analytics 4.0 Sales Pipeline Management 4.3 Task Management N/A Workflow Management N/A Calendar Management 4.5 Email Management 4.5 Reporting/Analytics 4.4 Sales Pipeline Management 4.4 Task Management 4.5 Workflow Management 4.4 ### Wondering if these products fit your needs? Skip the manual research. Talk to a real advisor like Lexi to get a 100% free, personalized shortlist in 15 minutes. LexiAdvisor for 8 years ### Wondering if these products fit your needs? Skip the manual research. Talk to a real advisor like Lexi to get a 100% free, personalized shortlist in 15 minutes. LexiAdvisor for 8 years ## Integrations * * * [ BoxNot enough reviews ](https://www.softwareadvice.com/cms/box-profile/)[ ZapierNot enough reviews ](https://www.softwareadvice.com/cloud-management/zapier-profile/)[ Sage 50 AccountingNot enough reviews ](https://www.softwareadvice.com/accounting/sage-50cloud-profile/) [ Microsoft ExcelIntegration rated 4.7 from 58 reviews ](https://www.softwareadvice.com/productivity/microsoft-excel-profile/)[ airSlate SignNowNot enough reviews ](https://www.softwareadvice.com/electronic-signature/signnow-profile/)[ LinkedIn for BusinessNot enough reviews ](https://www.softwareadvice.com/crm/linkedin-for-business-profile/) ## Reviews * * * FS Frankie S.Head if Process ImprovementEnvironmental Services, 51-200 employees "During the project it was at times difficult to get the right level of skill and experience to support but we are on the whole happy with the outputs the upgrades have provided." Sep 19, 2025 DG Deni G.Head of MembershipNon-Profit Organization Management, 51-200 employees "Sometime records are slow to update/save." Sep 25, 2025 VR Verified ReviewerSales SpecialistComputer Software, 51-200 employees "I primarily use the Sales module, and it does a great job of helping me track accounts, opportunities, and sales qualified leads (SQLs) in an organized way." May 23, 2026 KA khyan a.ManagerRetail, 1001-5000 employees "There’s also a bit of friction in day-to-day use - too many clicks in certain workflows, and if the system isn’t well maintained, pipeline hygiene can slip pretty quickly." Apr 13, 2026 ## Customer support * * * Email/Help Desk FAQs/Forum Knowledge Base Phone Support 24/7 Chat Email/Help Desk FAQs/Forum Knowledge Base Phone Support 24/7 Chat ## Training options * * * In Person Live Online Webinars Documentation Videos In Person Live Online Webinars Documentation Videos ## Popular Comparisons * * * [Salesforce Sales Cloud vs Workbooks](https://www.softwareadvice.com/compare/2764-Salesforce/vs/4391-workbooks-crm/)[HubSpot CRM vs Workbooks](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/4391-workbooks-crm/)[NetSuite vs Dynamics 365](https://www.softwareadvice.com/compare/25483-netsuite-financials-accounting-software/vs/106335-Dynamics-365/)[QuickBooks Online vs Dynamics 365](https://www.softwareadvice.com/compare/106335-Dynamics-365/vs/393202-QuickBooks-Online/)