Microsoft Dynamics 365 for Financial Services comparisons
Microsoft Dynamics 365 for Financial Services is compared head-to-head with Salesforce Financial Services Cloud, Fiserv Enteract and Zoho BFSI CRM and more: 7 head-to-heads in Banking CRM Software, each with the specs and prices we checked.
Microsoft Dynamics 365 for Financial Services head-to-head
- 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
- Microsoft Dynamics 365 for Financial Services vs Infosys Relationship Manager Workbench
Microsoft Dynamics 365 for Financial Services vs each of them
| # | Tool | Free plan | Paid from | RM workspace | Customer onboarding | Portfolio views | Regulatory workflows | Score |
|---|---|---|---|---|---|---|---|---|
| 7 | Microsoft Dynamics 365 for Financial Services | No | $65/user/mo | — | — | — | — | 6.9 |
| 1 | Salesforce Financial Services Cloud | No | $325/user/mo | — | — | — | — | 9.0 |
| 2 | Fiserv Enteract | No | — | Yes | Yes | — | Yes | 8.2 |
| 3 | Zoho BFSI CRM | — | — | — | Yes | Yes | Yes | 7.7 |
| 4 | FIS Connections CRM | — | — | — | — | — | — | 7.4 |
| 5 | Pega Client Lifecycle Management | — | — | Yes | Yes | — | Yes | 7.1 |
| 6 | CRMLead Pro | Yes | — | Yes | Yes | Yes | Yes | 7.1 |
| 8 | Infosys Relationship Manager Workbench | — | — | Yes | — | — | — | 6.8 |
Compare Microsoft Dynamics 365 for Financial Services with any banking CRM
These are the matchups our editors wrote up. The compare tool pairs Microsoft Dynamics 365 for Financial Services with any other product in Banking CRM Software — and up to four at once — from the same checked specs.
Compare Microsoft Dynamics 365 for Financial Services with any tool side by side →
Every banking CRM software head-to-head →
Our full Microsoft Dynamics 365 for Financial Services verdict, pricing and fact sheet →
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Compared by iTechGuides Editors · Editorial team · Updated Sep 2026
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