# Microsoft Dynamics 365 Sales vs Teamwork CRM

**Leader by Vioscale score:** Teamwork CRM

| Attribute | Microsoft Dynamics 365 Sales | Teamwork CRM |
|---|---|---|
| **Vioscale score** | 40.5 (9% (low)) | 86.7 (73% (medium)) |
| content.faq | `[{"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}]` | `[{"answer":"Teamwork CRM is an AI-powered Professional Services Automation platform that enables teams to manage client projects, allocate resources, and track profitability. It combines project management tools with resource planning to support service-oriented businesses in delivering client work.","source":"https://www.teamwork.com/crm","question":"What is Teamwork CRM?","confidence":0.95},{"answer":"The platform is built for professional services teams and agencies managing client-facing projects. It offers plans tailored to both small teams seeking improved project tracking and growing teams that need workflow automation and capacity planning capabilities.","source":"https://www.teamwork.com/crm","question":"Who should use Teamwork CRM?","confidence":0.95},{"answer":"Teamwork CRM uses a subscription model with per-user monthly pricing billed annually, available in GBP. It supports both monthly and annual billing periods, with multiple plan tiers to fit different team sizes and complexity needs.","source":"https://www.teamwork.com/crm","question":"What is the cost structure?","confidence":0.95},{"answer":"Yes, Teamwork CRM provides a free tier for ongoing use and a 30-day free trial, allowing prospective users to test the platform before purchasing.","source":"https://www.teamwork.com/crm","question":"Can I try Teamwork CRM free before committing?","confidence":1},{"answer":"The platform supports over 150 integrations, including HubSpot, QuickBooks, Claude, and ChatGPT. It also offers API access for developers to build custom integrations with other business tools.","source":"https://www.teamwork.com/crm","question":"Which systems can integrate with Teamwork CRM?","confidence":0.95},{"answer":"Teamwork CRM is a web-based application accessed through browsers and does not include a dedicated mobile app. Mobile users can access the platform through responsive web design, though native mobile functionality is not available.","source":"https://www.teamwork.com/crm","question":"Does Teamwork CRM include a mobile app?","confidence":1},{"answer":"The Basics plan is designed for small teams needing core project management, time tracking, and project templates. The Accelerate plan for growing teams adds smart work request forms, workflow automation up to 20,000 workflows, and team capacity planning features.","source":"https://www.teamwork.com/crm","question":"How do the pricing plans differ?","confidence":0.9},{"answer":"Teamwork CRM is SOC 2 compliant and offers data hosting in both US and EU regions. The platform meets established security standards for managing sensitive business and client information.","source":"https://www.teamwork.com/crm","question":"Is Teamwork CRM secure and compliant?","confidence":1}]` |
| deployment.options | `{"cloud":true}` | `{"cloud":true}` |
| description.long | 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. | A professional services automation solution for managing client projects, team resources, and financial performance in a unified workspace. It combines project tracking, time logging, budget management, and AI-assisted features with reporting to help services firms optimize profitability and team utilization. |
| features.capabilities | `{"contact_management":true,"pipeline_management":true,"workflow_automation":true,"reporting_dashboards":true}` | `{"api_access":true,"mobile_app":true,"forecasting":true,"lead_scoring":false,"custom_fields":true,"email_integration":true,"contact_management":true,"pipeline_management":true,"workflow_automation":true,"marketing_automation":false,"reporting_dashboards":true}` |
| integrations.count | 1 | 150 |
| integrations.list | `[{"name":"Power Platform"}]` | `[{"name":"Claude"},{"name":"ChatGPT"},{"name":"HubSpot"},{"name":"QuickBooks"},{"name":"Salesforce"},{"name":"Netsuite"},{"name":"Xero"},{"name":"Dropbox"},{"name":"Zoom"},{"name":"Teams"},{"name":"BI tools"},{"name":"Chat tools"}]` |
| market.availability | `{"primaryMarkets":[],"availabilityScope":"global","availableCountries":["US","CA"],"notAvailableCountries":[]}` | `{"hqCountry":"IE","primaryMarkets":["US","EU"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` |
| platform.support | `{"web":true}` | `{"web":true,"android":true}` |
| pricing | - | `{"type":"subscription","plans":[{"free":true,"name":"Free","summary":"Free forever. Up to 5 projects and 5 users.","features":["Task, list, board & Gantt table views","Time logging","Organize by client","Chat tool integration","Role-based permissions","Two-factor authentication"],"components":[{"kind":"fixed","amount":0,"period":"month","currency":"USD"}],"description":"For small teams starting to bring more structure to their work","contactSales":false,"includedLimits":{"users":"5","projects":"5","automations":"100"}},{"free":false,"name":"Basics","summary":"$9.99/user/mo billed annually. 14-day free trial.","features":["Gantt, table, list & board views","Unlimited project templates","Time tracking & reporting","AI integrations (Claude, ChatGPT)","AI project wizard","Personal assistant 'Scout'","Project assistant 'Flo'"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":9.99,"period":"month","currency":"USD"}],"description":"For small teams needing to deliver projects and track time reliably","contactSales":false},{"free":false,"name":"Accelerate","summary":"$24.99/user/mo billed annually. 14-day free trial.","features":["Everything in Basics plus:","Smart form routing","20,000 automations","Capacity planning & visibility","Time budgets & retainers","Client invoice generation","HubSpot & QuickBooks integration","AI operations & chat assistant","Resource planning assistant 'Remi'"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":24.99,"period":"month","currency":"USD"}],"description":"For growing teams needing to automate work and manage capacity","contactSales":false,"includedLimits":{"automations":"20000"}},{"free":false,"name":"Optimize","summary":"Custom pricing per user/month. Book a demo.","features":["Everything in Accelerate plus:","Quote generation","100,000 automations","CRM pipeline conversion to projects","Tentative work planning","Resource scheduling by role/skill","Multi-currency budgets","Revenue & profitability dashboards","Salesforce & Netsuite integration","AI profitability forecasting","Financial assistant 'Kash'","Custom AI teammates"],"commitment":"annual","description":"For services businesses managing resources, budgets and profitability","contactSales":true,"includedLimits":{"automations":"100000"}},{"free":false,"name":"Enterprise","summary":"Custom pricing. Contact sales.","features":["Everything in Optimize plus:","Advanced security controls","Single sign-on","Dedicated success manager","Priority support","Expert implementation support"],"commitment":"annual","description":"For complex services businesses needing advanced security and controls","contactSales":true}],"addOns":[{"name":"Onboarding Services"},{"name":"Teamwork Connect"},{"name":"Premium Support"},{"name":"Desk"},{"name":"SSO"}],"summary":"From $9.99/user/mo (billed annually). Free tier with up to 5 users. 14-day free trial on paid plans.","currency":"USD","freeTier":true,"sourceUrl":"https://www.teamwork.com/pricing/","retrievedAt":"2026-08-14T11:09:07.265Z","freeTrialDays":14,"startingPrice":{"amount":9.99,"period":"month","currency":"USD"},"billingPeriods":["month","year"]}` |
| pricing.free_tier | - | yes |
| pricing.model | commercial | freemium |
| pricing.price_level | - | low |
| pricing.transparent | - | yes |
| reliability.sla_pct | - | 99.9 |
| reliability.status_page | - | yes |
| security.disclosure_policy | yes | yes |
| security.gdpr | yes | yes |
| security.iso27001 | - | yes |
| security.soc2 | - | yes |

## Capabilities (CRM Software)

| Capability | Microsoft Dynamics 365 Sales | Teamwork CRM |
|---|:--:|:--:|
| **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 2026-09-01T17:22:16.044Z. "-" = undocumented, not absent.*