DealCloud vs Microsoft Dynamics 365 Sales: Complete Comparison (2026)
An in-depth comparison of DealCloud and Microsoft Dynamics 365 Sales to help you choose the right tool for your business.
Last updated: November 2026
DealCloud
6.2/10
Intapp DealCloud is a deal and relationship management CRM built for private capital, investment banking, legal, accounting and consulting firms.
Microsoft Dynamics 365 Sales
6.8/10
Microsoft's sales CRM for managing leads, accounts and opportunities, with Microsoft 365 integration and Copilot AI agents in its higher tiers.
Feature-by-Feature Comparison
| Feature | | |
|---|---|---|
| Scores | ||
| Overall Rating | 6.2/10 | 6.8/10 |
| Analytics | 7/10 | 8/10 |
| Cost | 2/10 | 3/10 |
| Customization | 8/10 | 9/10 |
| Ease of Use | 5/10 | 4/10 |
| Integration | 7/10 | 9/10 |
| Scalability | 8/10 | 9/10 |
| Security | 8/10 | 8/10 |
| Support | 7/10 | 6/10 |
| Pricing | ||
| Free plan | No | No |
| Cheapest paid plan | Contact for pricing | $65/user/mo Sales Professional |
| Estimated cost for 10 users | Contact for pricing | $650/mo Sales Professional |
| Features | ||
| Collaboration | Not listed | |
| Lead Management | ||
| Integrations | ||
| Sales Automation | ||
| Opportunity Management | ||
| Contact Management | ||
| Reporting & Analytics | ||
DealCloud vs Microsoft Dynamics 365 Sales cost by team size
| Team size | DealCloud | Microsoft Dynamics 365 Sales |
|---|---|---|
| 1 user | Contact for pricing | $65/moSales Professional |
| 5 users | Contact for pricing | $325/moSales Professional |
| 10 users | Contact for pricing | $650/moSales Professional |
| 25 users | Contact for pricing | $1,625/moSales Professional |
| 50 users | Contact for pricing | $3,250/moSales Professional |
The plan that fits each team size, billed monthly, before add-ons and usage charges. Each cost opens that tool's pricing calculator for the team size.
Which One Should You Choose?
Why choose DealCloud
- Higher Ease of Use score (5/10 vs 4/10)
- Higher Support score (7/10 vs 6/10)
Why choose Microsoft Dynamics 365 Sales
- Higher Integration score (9/10 vs 7/10)
- Higher Analytics score (8/10 vs 7/10)
- Better fit for sales teams (8/10 vs 4/10)
- Better fit for startups (3/10 vs 1/10)
Pros & Cons
DealCloud
Pros
- Industry-specific data models for private capital, investment banking and legal work, so firms do not have to adapt a generic sales CRM
- Captures emails and meetings from Outlook automatically, which reduces manual logging
- Data enrichment from Intapp Data plus PitchBook, Preqin and FactSet feeds
- Compliance controls such as role-based permissions, audit trails and multi-region Azure hosting
- G2 reviewers say it is easier to administer than Affinity
Cons
- No public pricing, and reviewers describe it as expensive
- Setup and onboarding take substantial effort, according to G2 reviewers
- Some users find manual data entry for deals and contacts tedious and the interface not user friendly
- A December 2025 G2 review reports integration hurdles and an account manager who was not replaced
Microsoft Dynamics 365 Sales
Pros
- Works natively with Microsoft 365 and the Dynamics 365 and Power Platform stack, which suits firms that already run on Microsoft.
- Deep customization and automation, which reviewers often name as a key strength.
- Copilot features and prebuilt AI agents are included from the Enterprise tier, and Premium bundles 1,000 Copilot Credits per user each month.
- Flexible licensing, including attach licenses for existing Dynamics 365 users and device licenses for shared machines.
Cons
- Steep learning curve, the most common complaint in G2 reviews (3.8/5 average from about 1,600 reviews).
- Setup and customization are complex for non-technical users and usually need an admin or partner.
- Advanced features and AI capacity cost extra, and Premium more than doubles the per-user price of Professional.
- The Professional tier has limited customization, which pushes many buyers to the $105 Enterprise tier.
Not sold on either?
Frequently Asked Questions
Microsoft Dynamics 365 Sales scores higher on our AI Software criteria: 6.8/10 against 6.2/10 for DealCloud. The largest gap is in Integration: 7/10 for DealCloud and 9/10 for Microsoft Dynamics 365 Sales.
No, neither DealCloud nor Microsoft Dynamics 365 Sales lists a free plan.
Microsoft Dynamics 365 Sales is the better fit for sales teams: we rate it 8/10 for them, against 4/10 for DealCloud.
