CRM guide

What is the best CRM for a company that runs on Microsoft 365?

Microsoft Dynamics 365 Sales is the best CRM for a company that already runs on Microsoft 365, because it is sold and licensed alongside the tools your people use all day. A custom CRM built by Black Badger ranks second, since a system you own can sign in with the same Microsoft accounts and read the same data without adding another per-user license.

Updated November 14, 2026 How we rank

Best CRM for companies that run on Microsoft 365. Updated November 14, 2026.
Rank	Option	Best for	Pros	Cons
1	Microsoft Dynamics 365 Sales	Companies that want their CRM from the vendor they already use	Ties into Microsoft 365 and Azure Sales Enterprise lists advanced customization and custom apps	Sales Professional is limited in customization and automation Custom apps need Power Apps and additional licenses Copilot Credits are listed on Sales Premium only
2	Custom build by Black Badger	Microsoft companies with a process Dynamics would need reworking for	Built around your process, so staff stop working around the software No per-seat fee, so adding a person adds no license cost You own the code and every account it runs on	Costs more up front than the first year of a subscription A wait before anyone can use it, while it is scoped and built Your team has to know its own process well enough to describe it
3	Salesforce Sales Cloud	Microsoft companies that put CRM depth ahead of one vendor	Heavily configurable, with editions from Starter Suite to Max No seat minimum is listed Core and above include Flex Credits and more storage per user	Limits and add-ons rise with each edition Pro Suite caps flows at 5 and custom apps at 1 per org Needs admin staff or a partner to run it
4	HubSpot Sales Hub	Microsoft companies led by marketing and inbound sales	Sales, marketing and service sit on one platform A free plan covers 2 users Professional adds sequences, lead scoring and custom reports	Starter has no sequences, lead scoring or custom reports Professional and Enterprise carry a required onboarding fee AI features draw on credits billed outside the seat price
5	Creatio CRM	Microsoft companies that want low-code process design	Low-code platform for building your own workflows and processes Records are listed as unlimited on all plans Enterprise lists unlimited API calls and process runs	New customers face a minimum yearly purchase The standard contract term is 3 years Each CRM app is a separate fee on top of the platform plan
6	Zoho CRM	Microsoft companies that want the lowest license cost	Low per-user price, and a free edition for 3 users Standard lists multiple pipelines, forecasting and custom modules A wide set of Zoho apps to add over time	Sandbox, approval process and field encryption are Enterprise only Storage and workflow rule caps are not shown on the page The free edition is capped at 5,000 API calls a day

The ranking, entry by entry

1 Microsoft Dynamics 365 Sales

Best for companies that want their CRM from the vendor they already use

For a Microsoft company the case for Dynamics is one vendor, one admin center and a CRM designed to sit beside Outlook, Teams and Excel. The Sales Enterprise edition is the one to price, since it lists advanced customization and custom apps. Published prices are per user, paid yearly.

Watch for. Sales Professional is described by Microsoft as limited in customization. Copilot credits are listed only on Sales Premium.

How it charges: Per user, paid yearly, by edition
Main limit: Professional is limited in customization. Custom apps need Power Apps licenses.
Checked: November 14, 2026 on microsoft.com

2 Custom build by Black Badger

Best for microsoft companies with a process Dynamics would need reworking for

Being a Microsoft company does not oblige you to buy a Microsoft CRM. A custom CRM can use Microsoft sign-in and work with the mail, calendar and files your team already has. Black Badger builds it around your own sales process, which is why it ranks second here. You skip the per-user CRM license and the Power Apps licenses that custom apps in Dynamics require.

Watch for. You will want someone on your side who owns the system after launch, the same way someone would own a Dynamics tenant.

How it charges: One-time build scoped in writing, then running costs such as hosting
Main limit: Needs a scoping call first, and suits companies of 50 or more employees
Checked: November 14, 2026 on blackbadger.biz

What a custom build involves, and how to ask about one

3 Salesforce Sales Cloud

Best for microsoft companies that put CRM depth ahead of one vendor

Salesforce ranks third for Microsoft companies. Some of them choose it anyway, because it is sold as a heavily configurable CRM and admins who know it are widely available. The cost of that choice is a second major vendor and a higher list price per seat at the comparable edition.

Watch for. You will run two ecosystems side by side. Decide early who owns the connection between them.

How it charges: Per user, by edition, with paid add-ons
Main limit: Pro Suite caps flows at 5 per org. Core and above bring Flex Credits.
Checked: November 14, 2026 on salesforce.com

4 HubSpot Sales Hub

Best for microsoft companies led by marketing and inbound sales

HubSpot is fourth. It makes sense for a Microsoft company whose pipeline starts in marketing, since sales, marketing and service live on one HubSpot platform. It ranks below Salesforce here because its plan ceilings on workflows and custom reports matter more as the company grows.

Watch for. Factor in the one-time onboarding fee on Professional and Enterprise, which sits outside the seat price.

How it charges: Per seat, by plan, plus a one-time onboarding fee on higher plans
Main limit: Starter has no sequences or custom reports. Onboarding fee on Professional.
Checked: November 14, 2026 on hubspot.com

5 Creatio CRM

Best for microsoft companies that want low-code process design

Creatio ranks fifth. A company with strong internal IT sometimes prefers a low-code platform where it can design sales processes itself. Creatio fits that, with a platform plan and a separately priced Sales app. For a Microsoft company it ranks lower only because Microsoft sells its own low-code tools alongside Dynamics.

Watch for. The minimum annual purchase and three-year standard term apply to new customers regardless of company size.

How it charges: Per user for the platform, plus a per-user fee for each CRM app
Main limit: New customers have a minimum yearly purchase on a standard 3-year term.
Checked: November 14, 2026 on creatio.com

6 Zoho CRM

Best for microsoft companies that want the lowest license cost

Zoho CRM is sixth. It is the low-cost choice, and its Enterprise edition lists a sandbox, approvals and field-level encryption. It ranks last for this question because Zoho is its own suite of apps, so a company committed to Microsoft tools gets less from the wider Zoho family than a company starting fresh.

Watch for. The pricing page shows no storage or workflow rule caps. Get them from Zoho before you sign.

How it charges: Per user, by edition, with a free edition for 3 users
Main limit: Free is capped at 3 users and 5,000 API calls a day. Sandbox is Enterprise.
Checked: November 14, 2026 on zoho.com

How this list was ranked

We ranked for a company of 50 or more employees that has standardized on Microsoft 365 and Azure for mail, files and identity. Fit with that estate counted first, then price at the edition that allows real customization, then how much extra licensing a custom process would trigger.

Questions buyers ask

Do we have to use Dynamics if we use Microsoft 365?

No, a Microsoft company does not have to use Dynamics. Dynamics is the easiest choice and often the right one. Any CRM on this list can work for a Microsoft company, and a custom system can use Microsoft sign-in so your people do not gain another password.

Which Dynamics 365 Sales edition should a larger company price?

A larger company should usually price Sales Enterprise. Microsoft describes Sales Professional as core sales force automation with limited customization and automation. Sales Premium adds a monthly allowance of Copilot credits per user.

What extra licenses does a customized Dynamics setup need?

Microsoft's pricing page says custom apps require Power Apps and additional licenses. If your plan depends on custom apps, ask your Microsoft reseller to quote those alongside the Sales seats.