Comparing Microsoft Dynamics CRM 2011 vs. Salesforce

Many people want to know how the two systems compare – Microsoft Dynamics CRM 2011 vs. Salesforce.

In this post, I will perform some basic tasks in both systems, and provide screenshots, to help you decide for yourself which out of the two, from the UI perspective, you like better.

  1. Logging On
  2. Viewing Dashboard
  3. Modifying Dashboard
  4. Viewing Account List
  5. Creating New View
  6. Searching for Account
  7. Creating New Account
  8. Viewing Existing Account
  9. Viewing Account-related Records
  10. Adding File Attachments
  11. Enabling Account Change History
  12. Browsing Available 3rd Party Add-ons
  13. Modifying Form using Form Editor
  14. Browsing Account Field List
  15. Creating New Field

1) Logging On

CRM - Login

SF - Login

2) Viewing Dashboard

CRM - Dashboard 1

CRM - Dashboard 2

SF - Dashboard 1

SF - Dashboard 2

3) Modifying Dashboard

CRM - Modifying Dashboard CRM - Modifying Dashboard 2

SF - Modifying Dashboard

4) Viewing Account List

CRM - Account List 1

SF - Account List 1

SF - Account List 2

5) Creating New View

CRM - Create New View

SF - Create New View

6) Searching for Account

CRM - Account Search (Global) 1

CRM - Find Records by Criteria 2 

SF - Account Search (Global) 1

SF - Account Search Result (Global) 1

SF - Find Records by Criteria

SF - Find Records by Criteria 2

7) Creating New Account

CRM - New Account

SF - New Account

8) Viewing Existing Account

CRM - Account View

SF - Account View

SF - Account View Social

SF - Account View Map

9) Viewing Account-related Records

CRM - Account View 2 (related records)

SF - Account View 2

10) Adding File Attachments

CRM - Attach File

SF - Attach File

11) Enabling Account Change History

CRM - Change Tracking

SF - Change Tracking

12) Browsing Available 3rd Party Add-ons

CRM - 3rd Party Apps (Marketplace)

SF - 3rd Party Apps (appexchange)

13) Modifying Form using Form Editor

CRM - Form Editor (Related Lists)

CRM - Form Editor

SF - Form Editor

SF - Form Editor (Related Lists)

14) Browsing Account Field List

CRM - Account Fields

SF - Account Fields

15) Creating New Field

CRM - Create New Field

SF - Create New Field

SF - Create New Field Formula

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3 thoughts on “Comparing Microsoft Dynamics CRM 2011 vs. Salesforce

  1. Nice idea. Would have been better executed by someone who knows the Microsoft product better, though. Leaving the Get Started pane on while taking screen shots of the app is not representative of the UI. Also, the new “Flow” forms are not completely baked yet and using the standard/”Classic” form would, again, have been more representative.

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