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Head-to-head · Insurance Financial Management

Anaplan vs Microsoft Dynamics 365 Sales

  • Updated Sep 2026
  • Both researched from official sources
  • 2 checks side by side
Higher score Anaplan #7 in Insurance Financial Management 6.8/10 Pricing on request ✓ 1 of 3 features Visit Anaplan
Microsoft Dynamics 365 Sales #8 in Insurance Financial Management 6.6/10 From $65/user/mo (annual) · 30-day trial ✓ 0 of 3 features Visit Microsoft

Anaplan leads on 1 check, Microsoft Dynamics 365 Sales on 0, and 1 is even. Who comes out ahead on the 2 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreAnaplan · 6.8/10
  • Most featuresAnaplan · 1 of 3

Anaplan scores higher on our rubric for insurance financial management: 6.8 against 6.6 out of 10; our editors rank them #7 and #8.

Anaplan offers financial consolidation; Microsoft Dynamics 365 Sales doesn't publish it.

Anaplan is the better fit for large organizations needing connected enterprise planning. Microsoft Dynamics 365 Sales is the better fit for insurers using Dynamics for sales forecasting.

  • Anaplan fits best

    Large organizations needing connected enterprise planning

  • Microsoft Dynamics 365 Sales fits best

    Insurers using Dynamics for sales forecasting

Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. How we rank.

Side by side

Feature Anaplan 6.8/10 Visit ↗ Microsoft Dynamics 365 Sales 6.6/10 Visit ↗
At a glance
Editor score 6.8 6.6
Ranking #7 in Insurance Financial Management #8 in Insurance Financial Management
Best for Large organizations needing connected enterprise planning Insurers using Dynamics for sales forecasting
Pricing model Paid Paid
Starting price Not published $65/user/mo
Free plan Not published —
Free trial — —
Deployment Cloud Cloud, Mobile
Platforms Web Web, iOS, Android
Support Tickets, Community, Docs Tickets, Community, Docs
Integrations 4 integrations 10 integrations
Built for Mid-market, Enterprise Mid-market, Enterprise
Features Anaplan 1/3 · Microsoft Dynamics 365 Sales 0/3
Insurance accounting Not published Not published
Financial consolidation ✓ (best) Not published
Regulatory reporting Not published Not published
Specs
Deployment Not published Not published
Planning tools Not published Not published
Data connectors Not published Not published
Our review
Pros
  • Connects planning across finance, sales, operations, and HR
  • Combines forecasting, scenario modeling, and financial consolidation
  • Offers REST API and integrations including Boomi and Informatica
  • Tracks accounts, contacts, leads, opportunities and visual sales pipelines
  • Offers forecasting, dashboards, predictive scoring and conversation intelligence
  • Connects with Microsoft 365, Exchange, Teams, Power BI and other listed tools
Cons
  • Pricing is handled through contact sales
  • Cloud deployment may not suit organizations seeking another deployment model
  • Its listed capabilities focus on enterprise planning, not insurance-specific accounting
  • It is a sales CRM, not an insurance financial management product
  • Professional starts at $65 per user per month with annual billing
  • Advanced intelligence and AI capabilities are tied to higher-priced editions
Our verdict

Anaplan is a cloud-based scenario planning and analysis platform for organizations coordinating financial and operational plans. Its capabilities cover financial planning and analysis, budgeting, forecasting, workforce and headcount…

Read the review →

Microsoft Dynamics 365 Sales is a cloud CRM for sales organizations, with account and contact management, lead and opportunity tracking, quotes, orders, invoices, campaigns and forecasts. For insurers, its fit is on the sales-operations…

Read the review →
  1. AnaplanInsurance Financial Management 6.8Pricing on request
  2. Microsoft Dynamics 365 SalesInsurance Financial Management 6.6From $65/user/mo (annual) · 30-day trial

Strengths and trade-offs

  • Anaplan — where it wins

    • Connects planning across finance, sales, operations, and HR
    • Combines forecasting, scenario modeling, and financial consolidation
    • Offers REST API and integrations including Boomi and Informatica

    Where it doesn't

    • Pricing is handled through contact sales
    • Cloud deployment may not suit organizations seeking another deployment model
    • Its listed capabilities focus on enterprise planning, not insurance-specific accounting

  • Microsoft Dynamics 365 Sales — where it wins

    • Tracks accounts, contacts, leads, opportunities and visual sales pipelines
    • Offers forecasting, dashboards, predictive scoring and conversation intelligence
    • Connects with Microsoft 365, Exchange, Teams, Power BI and other listed tools

    Where it doesn't

    • It is a sales CRM, not an insurance financial management product
    • Professional starts at $65 per user per month with annual billing
    • Advanced intelligence and AI capabilities are tied to higher-priced editions
  • Anaplan6.8/10 · Pricing on request

    Connected planning, forecasting, and consolidation for organizations coordinating plans across teams.

    Visit AnaplanFull verdict →
  • Microsoft Dynamics 365 Sales6.6/10 · From $65/user/mo (annual) · 30-day trial

    A sales CRM with forecasting and Microsoft integrations, not insurance financial management software.

    Visit MicrosoftFull verdict →

More comparisons

All insurance financial management comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026

Last updated · How we research and update