# Copper vs Microsoft Dynamics 365 Sales

**Leader by Vioscale score:** Copper

| Attribute | Copper | Microsoft Dynamics 365 Sales |
|---|---|---|
| **Vioscale score** | 67.4 (53% (medium)) | 47.7 (9% (low)) |
| content.faq | `[{"answer":"Copper is a CRM platform built specifically for service businesses. It helps you centralize customer contacts, manage sales opportunities, track projects, and maintain detailed relationship histories in a single system.","source":"https://www.copper.com","question":"What type of business is Copper designed for?","confidence":0.9},{"answer":"Copper is deeply integrated with Gmail and Google Workspace, letting you manage customer communication and scheduling without leaving your existing tools. It also connects with Google Calendar and LinkedIn for expanded functionality.","source":"https://www.copper.com","question":"How well does Copper integrate with Gmail and Google Workspace?","confidence":0.95},{"answer":"Beyond Google tools, Copper integrates with QuickBooks for accounting, PandaDoc and DocuSign for document workflows, and LinkedIn for professional networking. This covers seven key integrations designed to reduce tool-switching.","source":"https://www.copper.com","question":"What other business tools does Copper connect to?","confidence":0.95},{"answer":"Yes, Copper includes a mobile application so you can access customer records, manage deals, and stay on top of customer relationships from your phone or tablet.","source":"https://www.copper.com","question":"Does Copper have a mobile app?","confidence":0.95},{"answer":"Copper provides contact and company management, sales pipeline management, email integration, marketing and workflow automation, forecasting, reporting dashboards, mobile access, and API connectivity for custom integrations.","source":"https://www.copper.com","question":"What core features does Copper offer?","confidence":0.9},{"answer":"Copper is a cloud-based web application accessible through your browser. There is no software to install or servers to maintain—you simply log in from any device.","source":"https://www.copper.com","question":"How is Copper deployed and accessed?","confidence":0.95},{"answer":"Yes, Copper provides API access that allows you to build custom integrations and automate workflows with applications not covered by its pre-built connectors.","source":"https://www.copper.com","question":"Can I integrate Copper with tools outside the standard integrations?","confidence":0.9},{"answer":"Copper operates on a commercial cloud subscription model. For current pricing details and available plan options, contact Copper directly or visit their website.","source":"https://www.copper.com","question":"What pricing model does Copper use?","confidence":0.75}]` | `[{"answer":"Dynamics 365 Sales is a customer relationship management platform designed for sales teams. It combines traditional CRM capabilities with AI-powered features to help teams improve efficiency through automated lead qualification, deal analysis, and actionable sales insights.","source":"https://dynamics.microsoft.com/en-us/crm/sales/","question":"What is Microsoft Dynamics 365 Sales?","confidence":0.9},{"answer":"This solution is intended for sales teams seeking to improve their efficiency and close more deals. It supports both individual sales activities and broader organizational sales processes.","source":"https://dynamics.microsoft.com/en-us/crm/sales/","question":"Who is Dynamics 365 Sales designed for?","confidence":0.85},{"answer":"The platform provides three core capabilities: pipeline management to track deals through sales stages, lead scoring to identify high-potential prospects, and workflow automation to streamline repetitive sales processes. Together, these features help teams work more efficiently.","source":"https://dynamics.microsoft.com/en-us/crm/sales/","question":"What are the main features of Dynamics 365 Sales?","confidence":0.95},{"answer":"The platform uses AI to automate lead qualification (identifying promising prospects), analyze deals (assessing opportunity value), and generate sales insights (providing data-driven recommendations). This AI assistance reduces manual work and supports better decision-making.","source":"https://dynamics.microsoft.com/en-us/crm/sales/","question":"How does AI assist sales teams in Dynamics 365 Sales?","confidence":0.9},{"answer":"Yes, the platform includes workflow automation to streamline repetitive sales tasks. This frees up sales representatives to focus on relationship-building and closing deals.","source":"https://dynamics.microsoft.com/en-us/crm/sales/","question":"Does Dynamics 365 Sales include workflow automation?","confidence":0.9},{"answer":"Lead scoring is a built-in feature that helps sales teams identify and prioritize prospects most likely to convert. This allows sales representatives to concentrate their efforts on the highest-value opportunities.","source":"https://dynamics.microsoft.com/en-us/crm/sales/","question":"How does lead scoring work in Dynamics 365 Sales?","confidence":0.9},{"answer":"The platform generates AI-powered sales insights to help teams understand deal dynamics and customer patterns. These insights enable sales teams to make informed decisions and adjust their strategy based on real-time data.","source":"https://dynamics.microsoft.com/en-us/crm/sales/","question":"What kind of sales insights does Dynamics 365 Sales provide?","confidence":0.85}]` |
| deployment.options | `{"cloud":true}` | `{"cloud":true}` |
| description.long | A cloud-based CRM designed for service-oriented businesses and teams, offering contact management, sales pipeline tracking, email integration, project management, and automation features. Built to work directly within Gmail, Google Calendar, and other Google Workspace tools to minimize context switching. | A cloud-based CRM solution equipped with AI-driven automation capabilities designed to help sales teams manage customer relationships, streamline sales processes, and improve business outcomes. |
| features.capabilities | `{"api_access":true,"mobile_app":true,"forecasting":true,"lead_scoring":true,"custom_fields":true,"email_integration":true,"contact_management":true,"pipeline_management":true,"workflow_automation":true,"marketing_automation":true,"reporting_dashboards":true}` | `{"contact_management":true,"pipeline_management":true,"workflow_automation":true,"reporting_dashboards":true}` |
| integrations.count | 39 | 1 |
| integrations.list | `[{"name":"Gmail"},{"name":"Google Calendar"},{"name":"Google Contacts"},{"name":"Google Drive"},{"name":"Google Sheets"},{"name":"Looker Studio"},{"name":"LinkedIn"},{"name":"Slack"},{"name":"MailChimp"},{"name":"QuickBooks"},{"name":"DocuSign"},{"name":"PandaDocs"},{"name":"Zoom"},{"name":"JustCall"},{"name":"RingCentral"},{"name":"Zendesk"},{"name":"Zapier"},{"name":"Typeform"},{"name":"Dropbox"},{"name":"Trello"},{"name":"Shopify"},{"name":"Squarespace"},{"name":"Notion"},{"name":"Jira"},{"name":"Chargebee"},{"name":"Gong"},{"name":"CallHippo"},{"name":"Flodesk"},{"name":"Surfe"},{"name":"Respond.io"},{"name":"Dotloop"},{"name":"LendingPad"},{"name":"Contacts+"},{"name":"Quo"},{"name":"VirtualPBX"},{"name":"Outfunnel"},{"name":"ActiveCampaign"},{"name":"Stripe"},{"name":"Twilio"},{"name":"Facebook Messenger"}]` | `[{"name":"Power Platform"}]` |
| market.availability | `{"hqCountry":"US","primaryMarkets":[],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | `{"primaryMarkets":[],"availabilityScope":"global","availableCountries":["US","CA"],"notAvailableCountries":[]}` |
| platform.support | `{"ios":true,"web":true,"android":true}` | `{"web":true}` |
| pricing | `{"type":"subscription","plans":[{"free":false,"name":"Basic","summary":"$29/seat/month monthly, $23/seat/month annual","features":["Task automation","Pipelines","Project Management","Contact enrichment"],"components":[{"kind":"per_unit","unit":"seat","amount":29,"period":"month","currency":"USD"},{"kind":"per_unit","unit":"seat","amount":23,"period":"month","currency":"USD"}],"contactSales":false,"includedLimits":{"contacts":"2,500"}},{"free":false,"name":"Professional","summary":"$69/seat/month monthly, $59/seat/month annual","features":["Workflow automation","Bulk email","Reporting","Integrations","Everything in Basic"],"components":[{"kind":"per_unit","unit":"seat","amount":69,"period":"month","currency":"USD"},{"kind":"per_unit","unit":"seat","amount":59,"period":"month","currency":"USD"}],"contactSales":false,"includedLimits":{"contacts":"15,000"}},{"free":false,"name":"Business","summary":"$134/seat/month monthly, $99/seat/month annual","features":["Email series","Custom reports","Multi-currency","Premium support","Everything in Professional"],"components":[{"kind":"per_unit","unit":"seat","amount":134,"period":"month","currency":"USD"},{"kind":"per_unit","unit":"seat","amount":99,"period":"month","currency":"USD"}],"contactSales":false,"includedLimits":{"contacts":"unlimited"}}],"summary":"From $23–$29 per seat per month. Free 14-day trial, no credit card required.","currency":"USD","freeTier":true,"sourceUrl":"https://www.copper.com/pricing","retrievedAt":"2026-08-14T10:20:30.449Z","freeTrialDays":14,"startingPrice":{"amount":23,"period":"month","currency":"USD"},"billingPeriods":["month","year"]}` | - |
| pricing.free_tier | yes | - |
| pricing.model | freemium | commercial |
| pricing.price_level | mid | - |
| pricing.transparent | yes | - |
| reliability.status_page | yes | - |
| security.disclosure_policy | yes | yes |
| security.gdpr | yes | yes |

## Capabilities (CRM Software)

| Capability | Copper | Microsoft Dynamics 365 Sales |
|---|:--:|:--:|
| **Core** |  |  |
| Contact & account management | ✓ | ✓ |
| Deal / pipeline management | ✓ | ✓ |
| Lead scoring | ✓ | - |
| **Communication** |  |  |
| Email sync & tracking | ✓ | - |
| **Automation** |  |  |
| Marketing automation | ✓ | - |
| Workflow automation | ✓ | ✓ |
| **Insight** |  |  |
| Reporting & dashboards | ✓ | ✓ |
| Sales forecasting | ✓ | - |
| **Access** |  |  |
| Native mobile app | ✓ | - |
| **Extensibility** |  |  |
| Public API | ✓ | - |
| Custom fields & objects | ✓ | - |

*Source: Vioscale. Generated 2026-09-01T17:44:19.300Z. "-" = undocumented, not absent.*