Is your organization truly leveraging technology to drive meaningful change, or are you simply managing a disconnected set of tools that inhibits real growth?
True operational excellence requires more than just a place to store data; it demands a partnership between your people and a unified platform. We must ask ourselves: Are we empowering our teams with a solution designed for the future, or are we settling for the legacy of the past?
For years, Salesforce has been the “default” name people think of when they hear “CRM.” But in 2025, many US mid-market organizations are stepping back and asking a tougher question: Is Salesforce still the best fit for us… or is there a smarter, more integrated option?
More and more, that answer is Dynamics 365.
US companies in the 100–2,000 employee range are under pressure to modernize, cut costs, and get real-time visibility across sales, finance, operations, and service. That’s exactly where Dynamics 365 is winning.
Let’s break down the key reasons.
1. Tighter Integration With Microsoft 365 and Teams
Most US mid-market companies already live inside Microsoft:
- Outlook for email
- Teams for collaboration and internal calls
- Excel, Word, PowerPoint for day-to-day work
- SharePoint/OneDrive for documents
- Azure AD / Entra ID for identity
With Dynamics 365, these systems feel like one environment.
- Sales reps can work directly from Outlook, tracking emails, meetings, and contacts into Dynamics 365 with a few clicks.
- Teams users can see customer records, deal status, and support cases within Teams chats and channels.
- Files stored in SharePoint are automatically linked to accounts, opportunities, and projects inside Dynamics 365.
For a mid-market IT team, this integration means:
- Fewer systems to manage.
- Easier security and compliance.
- Faster adoption because the tools feel familiar.
Salesforce can integrate with Microsoft 365 too, but it’s not native. It often relies on connectors, plugins, and additional configuration, which means more cost and more things that can break.
2. Total Cost of Ownership (TCO) Is Easier to Control
Licensing fatigue is very real in the US mid-market.
Companies are paying separately for:
- Microsoft 365
- An external CRM (Salesforce)
- Separate tools for field service, project management, finance, etc.
By consolidating onto Dynamics 365, many mid-market businesses are:
- Reducing overlapping licenses
- Cutting integration and middleware costs
- Spending less on custom glue code between systems
The Dynamics 365 licensing model allows organizations to mix and match apps (Sales, Customer Service, Business Central, Finance, Supply Chain, Field Service, Marketing, etc.) under the same umbrella, often with “attach” licenses at a lower incremental cost compared to adding full Salesforce clouds.
Over a 3–5 year period, this can turn into significant savings, especially when you include:
- Fewer external integrations
- Lower maintenance overhead
- A smaller tech stack to secure and govern
3. Native ERP + CRM in One Platform
This is a big one.
Salesforce is a CRM platform first. While it has add-ons and integrations for ERP, those typically involve third-party solutions.
On the other hand, Dynamics 365 is designed as a full business platform, both a CRM and ERP:
- Dynamics 365 Sales and Customer Service for customer-facing teams
- Business Central or Finance & Supply Chain for finance, inventory, and operations
- Field Service for service teams in the field
- Project Operations for project-based businesses.
For mid-market companies in the US—manufacturers, distributors, professional services, healthcare, financial services, field-service businesses—having CRM and ERP on one platform is a huge advantage:
- Single source of truth for customers, products, invoices, orders, and service
- Real-time reporting across the entire value chain
- Less reconciliation between systems
That’s one of the main reasons CFOs and COOs are increasingly backing Dynamics 365 when the CRM vs. Salesforce debate comes up.
4. Built-In AI With Copilot Across the Stack
2025 is the year AI stopped being a “nice to have” and became “mandatory.”
Microsoft’s AI strategy is deeply embedded into Dynamics 365 via Copilot:
- AI-assisted email and proposal drafting for sales teams
- Intelligent case summaries and knowledge suggestions for support teams
- Predictive forecasting and pipeline insights
- AI-driven recommendations in finance and supply chain modules
Because Dynamics 365 sits on top of the broader Microsoft cloud, companies can also:
- Use Power BI for analytics and dashboards
- Leverage Power Automate for workflow automation
- Build custom low-code apps with Power Apps, all using the same Dataverse backend
Salesforce’s Einstein AI is powerful, but for a mid-market business already committed to Microsoft 365, the seamless experience of Copilot inside Dynamics 365 plus Outlook, Teams, and Office apps is more compelling and usually simpler to roll out.
5. Data Residency, Security, and Compliance Aligned With US Needs
US mid-market companies are increasingly concerned with:
- Data privacy
- SOC, HIPAA, PCI, and industry-specific standards
- Identity and access management
With Dynamics 365, all of this ties directly into the existing Microsoft security stack:
- Entra ID (Azure AD) for identity and SSO
- Microsoft Defender and Purview for security, DLP, and compliance
- Role-based security across CRM and ERP data
For IT and InfoSec teams, staying within one ecosystem (Microsoft) simplifies audits, monitoring, and governance. Instead of stitching Salesforce security policies into a separate Microsoft environment, Dynamics 365 rides on top of the same foundation the company already uses.
6. Familiar User Experience and Faster Adoption
Adoption is where a lot of CRM projects fail.
Because Dynamics 365 shares the look and feel of modern Microsoft apps, users typically ramp up faster:
- Ribbon and layout patterns similar to other Microsoft tools
- Tight integration with Outlook and Teams, where users already spend their day
- Less context switching between windows and systems
For mid-market organizations without giant change-management budgets, this matters. The faster the sales and service teams adopt the system, the quicker the ROI.
7. Flexibility for Growing Mid-Market Businesses
Mid-market companies change quickly. They acquire businesses, expand into new states, launch new product lines, and shift business models faster than large enterprises.
Dynamics 365 supports that evolution with:
- Modularity—Start with Sales and Business Central; add Field Service, Marketing, or Finance later
- Low-code customizations with Power Apps, instead of heavy custom code
- A broad partner ecosystem in the US specializing in vertical solutions (manufacturing, distribution, healthcare, financial services, etc.)
Salesforce is also highly customizable, but mid-market companies often find that Dynamics 365 lets them evolve without building everything from scratch or relying heavily on high-cost development.
8. Executive-Level View: Why CIOs and CFOs Choose Dynamics 365
When CIOs and CFOs in US mid-market organizations evaluate platforms in 2025, they’re often thinking about:
- Consolidation of vendors
- Long-term cost predictability
- Integration with their core productivity tools
- Data ownership and AI strategy
On those points, Dynamics 365 fits naturally into a Microsoft-first environment:
- One main cloud partner instead of juggling two big platforms
- Unified AI, security, identity, and data governance story
- Clear roadmap around Microsoft’s investments in Copilot and business applications
That’s why even companies that started with Salesforce years ago are increasingly running serious “re-platform” evaluations and many of them are landing on Dynamics 365.
Partnering for Meaningful Change
If you are ready to move from a disconnected set of tools to a unified platform that actually drives growth, the technology is ready. The only remaining question is: Who will you trust to guide you on that journey?
At congruentX, we believe that implementing technology is easy, but driving adoption and meaningful change is where the real work happens. We go beyond just moving your data to aligning your people, processes, and technology to build a partnership that lasts.
Here is why forward-thinking mid-market companies choose congruentX as their partner for the Salesforce to Dynamics 365 switch:
- We Focus on Outcomes, Not Hours: We deliver results. Unlike traditional firms that bill for time, we focus on your business outcomes. Our Salesforce Switch methodology is designed to minimize disruption and maximize ROI, ensuring you aren’t just “live,” but thriving.
- Speed to Value: We know you can’t afford a year-long science project. With our approach, we help you Get CRM Right in 30 Days, delivering tangible value and momentum quickly so your team sees the benefit immediately.
- AI-Fueled Revenue: We don’t just set up a CRM; we build a revenue engine. By leveraging the Microsoft Cloud and Copilot, we help you transition from reactive data entry to AI-powered growth, giving your team the insights they need to close more deals.
- Partnership Over Transactions: We are more than a vendor you call when something breaks. We embed ourselves in your success, offering an unwavering commitment to helping you navigate the complexities of digital transformation. We are in the boat with you.
Ready to Empower Your Team?
Don’t let the legacy of the past hold your business back. Let’s build a future where your technology works for you, not the other way around.
Contact us today to start the conversation about your Salesforce Switch.
See the Future in Action
Want to learn more about how we are helping companies drive operational excellence with AI and Dynamics 365? Sign up for our upcoming webinars or view our past events here.
Frequently Asked Questions (FAQ)
1. Is Dynamics 365 really cheaper than Salesforce for mid-market companies?
Not always on a per-license basis, but often on total cost of ownership. When you factor in existing Microsoft 365 investment, reduced integrations, “attach” licenses, and the ability to consolidate ERP + CRM + collaboration into one platform, many US mid-market companies see a lower 3–5-year TCO with Dynamics 365.
2. We already use Microsoft 365. Does that give us an advantage with Dynamics 365?
Yes. If you’re already using Outlook, Teams, and SharePoint, Dynamics 365 plugs directly into that environment. Your users can work from tools they already know, and IT can manage identity, security, and compliance through a single Microsoft stack.
But simply having the stack isn’t enough. You need to leverage it to drive meaningful change. We invite you to step beyond the basics and see exactly how deep integration translates to bottom-line growth.
Sign up for our AI-Fueled Copilot Envisioning Lab to discover how we can help you maximize your existing Microsoft investment and accelerate your ROI.
3. Can Dynamics 365 handle both CRM and ERP needs for a growing mid-market business?
Absolutely. That’s one of its biggest strengths. With CRM apps (Sales, Customer Service, Marketing, Field Service) and ERP apps (Business Central, Finance, Supply Chain, Project Operations), Dynamics 365 is designed as an end-to-end business platform, not just a standalone CRM
4. How does AI in Dynamics 365 compare to Salesforce Einstein?
Both are strong AI offerings, but Dynamics 365 benefits from Microsoft’s broader Copilot ecosystem. That means AI is embedded across not only business apps but also Outlook, Teams, Excel, Word, and Power BI. For mid-market companies standardized on Microsoft, this creates a more unified AI experience.
5. Is Dynamics 365 suitable for specific industries like manufacturing, distribution, or services?
Yes. Dynamics 365 includes industry-focused capabilities and can be extended with vertical solutions from Microsoft partners in the US. Manufacturing, distribution, field service, professional services, financial services, and healthcare are common mid-market use cases.
6. What’s the migration path from Salesforce to Dynamics 365?
A typical migration involves:
- Assessing current Salesforce objects, customizations, and integrations
- Mapping them to Dynamics 365 entities and processes
- Migrating data using tools like Data Export, Dataflows, or ETL platforms
- Rebuilding or redesigning key workflows in Power Automate
- Phased user rollout with training and support
Many US partners specialize in Salesforce-to-Dynamics 365 migrations and can reduce risk and downtime. Through our proven Salesforce Switch methodology, we have created a streamlined path for this migration. We are so confident in our process that we offer a guaranteed migration in 90 days or less, moving you from Salesforce to Dynamics 365 without a disruptive, large-scale IT project.
This is a core part of our partnership philosophy: delivering meaningful change on a timeline that accelerates your success. To learn more about this guaranteed approach, contact us.
The post Why US Mid-Market Companies Prefer Dynamics 365 Over Salesforce in 2025 appeared first on CRM Software Blog | Dynamics 365.
