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Head-to-head · Insurance Financial Management

Sage Planning vs Microsoft Dynamics 365 Sales

  • Updated Sep 2026
  • Both researched from official sources
  • 1 check side by side
Higher score Sage Planning #4 in Insurance Financial Management 7.1/10 Pricing on request ✓ 0 of 3 features Visit Sage
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

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

Our verdict

  • Highest scoreSage Planning · 7.1/10

Sage Planning scores higher on our rubric for insurance financial management: 7.1 against 6.6 out of 10; our editors rank them #4 and #8.

Sage Planning is the better fit for finance teams planning across entities or currencies. Microsoft Dynamics 365 Sales is the better fit for insurers using Dynamics for sales forecasting.

  • Sage Planning fits best

    Finance teams planning across entities or currencies

  • 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 Sage Planning 7.1/10 Visit ↗ Microsoft Dynamics 365 Sales 6.6/10 Visit ↗
At a glance
Editor score 7.1 6.6
Ranking #4 in Insurance Financial Management #8 in Insurance Financial Management
Best for Finance teams planning across entities or currencies 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 Email, Phone, Community, Docs Tickets, Community, Docs
Integrations 350+ integrations 10 integrations
Built for Small business, Mid-market, Enterprise Mid-market, Enterprise
Features Sage Planning 0/3 · Microsoft Dynamics 365 Sales 0/3
Insurance accounting Not published Not published
Financial consolidation Not published 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
  • Supports rolling forecasts, driver-based models, and what-if scenarios
  • Includes multi-currency planning and reporting
  • Synchronizes ERP data and dimensions, with 350 integrations listed
  • 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 customized and requires contacting Sage
  • Sold separately from Sage Intacct Business User licenses, with separate user licensing
  • Insurance accounting and insurance-specific workflows are not established
  • 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

Sage Planning is a cloud-based financial planning and budgeting product for finance teams in small businesses, mid-market organizations, and enterprises. It brings budgeting, forecasting, rolling forecasts, driver-based modeling, and…

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. Sage PlanningInsurance Financial Management 7.1Pricing on request
  2. Microsoft Dynamics 365 SalesInsurance Financial Management 6.6From $65/user/mo (annual) · 30-day trial

Strengths and trade-offs

  • Sage Planning — where it wins

    • Supports rolling forecasts, driver-based models, and what-if scenarios
    • Includes multi-currency planning and reporting
    • Synchronizes ERP data and dimensions, with 350 integrations listed

    Where it doesn't

    • Pricing is customized and requires contacting Sage
    • Sold separately from Sage Intacct Business User licenses, with separate user licensing
    • Insurance accounting and insurance-specific workflows are not established

  • 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
  • Sage Planning7.1/10 · Pricing on request

    A cloud planning tool for finance teams that need budgets, rolling forecasts, and ERP synchronization.

    Visit SageFull 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