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Head-to-head · Banking CRM Software

Zoho BFSI CRM vs Microsoft Dynamics 365 for Financial Services

  • Updated Sep 2026
  • Both researched from official sources
  • 5 checks side by side
Higher score Zoho BFSI CRM #3 in Banking CRM Software 7.7/10 Pricing on request ✓ 4 of 5 features Contact Zoho
Microsoft Dynamics 365 for Financial Services #7 in Banking CRM Software 6.9/10 From $65/user/mo (annual) ✓ 1 of 5 features Visit site

Zoho BFSI CRM leads on 3 checks, Microsoft Dynamics 365 for Financial Services on 0, and 2 are even. Who comes out ahead on the 5 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreZoho BFSI CRM · 7.7/10
  • Most featuresZoho BFSI CRM · 4 of 5

Zoho BFSI CRM scores higher on our rubric for banking crm software: 7.7 against 6.9 out of 10; our editors rank them #3 and #7.

Zoho BFSI CRM offers customer onboarding; Microsoft Dynamics 365 for Financial Services doesn't publish it. Zoho BFSI CRM offers portfolio views; Microsoft Dynamics 365 for Financial Services doesn't publish it. Zoho BFSI CRM offers regulatory workflows; Microsoft Dynamics 365 for Financial Services doesn't publish it.

Zoho BFSI CRM is the better fit for mid-market and enterprise financial institutions. Microsoft Dynamics 365 for Financial Services is the better fit for banks already invested in Microsoft 365.

  • Zoho BFSI CRM fits best

    Mid-market and enterprise financial institutions

  • Microsoft Dynamics 365 for Financial Services fits best

    Banks already invested in Microsoft 365

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

Side by side

Feature Zoho BFSI CRM 7.7/10 Visit ↗ Microsoft Dynamics 365 for Financial Services 6.9/10 Visit ↗
At a glance
Editor score 7.7 6.9
Ranking #3 in Banking CRM Software #7 in Banking CRM Software
Best for Mid-market and enterprise financial institutions Banks already invested in Microsoft 365
Pricing model Paid Paid
Starting price Not published $65/user/mo
Free plan Not published —
Free trial — —
Support Email Live chat, Phone
Integrations 5 integrations 3 integrations
Built for Mid-market, Enterprise Small business, Mid-market, Enterprise
Features Zoho BFSI CRM 4/5 · Microsoft Dynamics 365 for Financial Services 1/5
RM workspace Not published Not published
Customer onboarding ✓ (best) Not published
Portfolio views ✓ (best) Not published
Regulatory workflows ✓ (best) Not published
Service case management ✓ ✓
Specs
Deployment Not published Not published
Our review
Pros
  • Supports customer onboarding and KYC verification workflows
  • Combines customer and financial information in a unified view
  • Includes portfolio alerts, regulatory reports, and audit trails
  • Financial-services customer tracking across journeys and channels
  • Microsoft 365, Power BI and Teams integrations
  • AI, reporting, mobile apps and case-management capabilities
Cons
  • BFSI solutions are described as early access
  • Some listed capabilities may not be part of Zoho BFSI CRM
  • Requires contacting Zoho's BFSI team to evaluate
  • No free plan is offered
  • Sales plans are priced per user with annual billing
  • Banking capabilities span Dynamics apps rather than one dedicated SKU
Our verdict

Zoho BFSI CRM is part of Zoho’s financial-services offering for banks, NBFCs, insurers, and other financial institutions. Its focus is managing customer relationships and financial journeys, with workflows for onboarding and KYC, customer…

Read the review →

Microsoft Dynamics 365 for Financial Services provides customer relationship capabilities for financial-services organizations. It helps teams track customers across journeys and channels while combining sales force automation, lead,…

Read the review →
  1. Zoho BFSI CRMBanking CRM Software 7.7Pricing on request
  2. Microsoft Dynamics 365 for Financial ServicesBanking CRM Software 6.9From $65/user/mo (annual)

Strengths and trade-offs

  • Zoho BFSI CRM — where it wins

    • Supports customer onboarding and KYC verification workflows
    • Combines customer and financial information in a unified view
    • Includes portfolio alerts, regulatory reports, and audit trails

    Where it doesn't

    • BFSI solutions are described as early access
    • Some listed capabilities may not be part of Zoho BFSI CRM
    • Requires contacting Zoho's BFSI team to evaluate

  • Microsoft Dynamics 365 for Financial Services — where it wins

    • Financial-services customer tracking across journeys and channels
    • Microsoft 365, Power BI and Teams integrations
    • AI, reporting, mobile apps and case-management capabilities

    Where it doesn't

    • No free plan is offered
    • Sales plans are priced per user with annual billing
    • Banking capabilities span Dynamics apps rather than one dedicated SKU
  • Zoho BFSI CRM7.7/10 · Pricing on request

    A configurable financial-services CRM with onboarding, portfolio, and regulatory workflows.

    Contact ZohoFull verdict →
  • Microsoft Dynamics 365 for Financial Services6.9/10 · From $65/user/mo (annual)

    A Microsoft-centered banking CRM with financial-services features and tiered Dynamics sales plans.

    Visit siteFull verdict →

More comparisons

All banking CRM software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026

Last updated · How we research and update