Microsoft Dynamics 365 for Financial Services
Microsoft Dynamics 365 for Financial Services: A Microsoft-centered banking CRM with financial-services features and tiered Dynamics sales plans. Ranked #7 of 38 in Banking CRM Software by our editors (6.9/10); pricing: From $65/user/mo (annual); best for banks already invested in Microsoft 365.
At a glance
- Editor score6.9 / 10
- PricingFrom $65/user/mo (annual)
- Best forBanks already invested in Microsoft 365
- Free planNo
- Paid from$65/user/mo
- Facts checked28 Sep 2026
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
Our verdict on Microsoft Dynamics 365 for Financial Services
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, opportunity, account and contact management, reporting, dashboards, embedded intelligence and AI. Web, iOS and Android access supports teams working across offices and mobile contexts. Customer service case management is also available within the broader Dynamics 365 application set. The product fits banks seeking a Microsoft-centered CRM rather than a narrowly standalone banking system.
Pricing is organized around Dynamics 365 Sales plans, all billed annually per user. Sales Professional costs $65 per user per month and includes core sales force automation, Microsoft 365 interoperation, reporting and dashboards. Sales Enterprise Edition costs $105 per user per month and adds contextual insights, AI and advanced customization to sales automation. Sales Premium costs $150 per user per month and adds sales intelligence, agentic insights and automation. Microsoft 365, Power BI and Teams integrations strengthen the fit for organizations already using those services, while chat and phone support provide direct assistance. There is no free plan.
The main buying consideration is scope: financial-services CRM capabilities are delivered through Dynamics 365 applications, while the published sales prices apply to Sales licenses rather than a separately priced banking CRM SKU. That structure can support organizations that need sales automation plus reporting, intelligence and Microsoft ecosystem connectivity, but it may require evaluating additional Dynamics applications for capabilities such as case management. Banks wanting a broad, extensible Microsoft environment should consider it; teams seeking one tightly packaged banking CRM product or a free entry tier should look elsewhere.
Microsoft Dynamics 365 for Financial Services pricing
All 3 Microsoft Dynamics 365 for Financial Services plans and prices →
Microsoft Dynamics 365 for Financial Services fact sheet
| Free plan | No |
|---|---|
| Paid from | $65/user/mo |
| RM workspace | Not verified |
| Customer onboarding | Not verified |
| Portfolio views | Not verified |
| Regulatory workflows | Not verified |
| Service case management | Yes |
| Deployment | Not verified |
| Deployment | Cloud |
| Platforms | Web, iOS, Android |
| Support | Live chat, Phone |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 3 integrations: Microsoft 365, Microsoft Power BI, Microsoft Teams |
| Pricing | From $65/user/mo (annual) (source) |
| Website | microsoft.com |
| Facts checked | 28 Sep 2026 |
Microsoft Dynamics 365 for Financial Services integrations
Microsoft Dynamics 365 for Financial Services lists 3 integrations on its own site.
- Microsoft 365
- Microsoft Power BI
- Microsoft Teams
Alternatives to Microsoft Dynamics 365 for Financial Services
- Salesforce Financial Services CloudEnterprise financial-services CRM with deep workflows, compliance controls, portals, and AI.9.0
- Fiserv EnteractA banking-focused CRM that brings relationship management, onboarding and service workflows together.8.2
- Zoho BFSI CRMA configurable financial-services CRM with onboarding, portfolio, and regulatory workflows.7.7
See all Microsoft Dynamics 365 for Financial Services alternatives →
Microsoft Dynamics 365 for Financial Services vs the competition
- Microsoft Dynamics 365 for Financial Services vs Salesforce Financial Services Cloud
- Microsoft Dynamics 365 for Financial Services vs Fiserv Enteract
- Microsoft Dynamics 365 for Financial Services vs Zoho BFSI CRM
- Microsoft Dynamics 365 for Financial Services vs FIS Connections CRM
- Microsoft Dynamics 365 for Financial Services vs Pega Client Lifecycle Management
- Microsoft Dynamics 365 for Financial Services vs CRMLead Pro
Compare Microsoft Dynamics 365 for Financial Services with any tool side by side →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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