Microsoft Dynamics 365 Sales vs Navatar: Complete Comparison (2026)
An in-depth comparison of Microsoft Dynamics 365 Sales and Navatar to help you choose the right tool for your business.
Last updated: November 2026
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.
Navatar
5.8/10
An AI-powered CRM built on Salesforce for private markets firms such as private equity, investment banks, venture capital, private credit and family offices.
Feature-by-Feature Comparison
| Feature | | N Navatar |
|---|---|---|
| Scores | ||
| Overall Rating | 6.8/10 | 5.8/10 |
| Analytics | 8/10 | 6/10 |
| Cost | 3/10 | 3/10 |
| Customization | 9/10 | 7/10 |
| Ease of Use | 4/10 | 5/10 |
| Integration | 9/10 | 7/10 |
| Scalability | 9/10 | 7/10 |
| Security | 8/10 | 7/10 |
| Support | 6/10 | 6/10 |
| Pricing | ||
| Free plan | No | No |
| Cheapest paid plan | $65/user/mo Sales Professional | Contact for pricing |
| Estimated cost for 10 users | $650/mo Sales Professional | Contact for pricing |
| Features | ||
| Lead Management | Not listed | |
| Integrations | ||
| Sales Automation | ||
| Opportunity Management | ||
| Contact Management | ||
| Reporting & Analytics | ||
| Collaboration | Not listed | |
Microsoft Dynamics 365 Sales vs Navatar cost by team size
| Team size | Microsoft Dynamics 365 Sales | Navatar |
|---|---|---|
| 1 user | $65/moSales Professional | Contact for pricing |
| 5 users | $325/moSales Professional | Contact for pricing |
| 10 users | $650/moSales Professional | Contact for pricing |
| 25 users | $1,625/moSales Professional | Contact for pricing |
| 50 users | $3,250/moSales Professional | Contact for pricing |
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 Microsoft Dynamics 365 Sales
- Higher Analytics score (8/10 vs 6/10)
- Higher Customization score (9/10 vs 7/10)
- Better fit for sales teams (8/10 vs 2/10)
- Better fit for enterprise (9/10 vs 6/10)
NWhy choose Navatar
- Higher Ease of Use score (5/10 vs 4/10)
Pros & Cons
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.
NNavatar
Pros
- Purpose-built editions for many private markets segments, from private equity to placement agents and pensions
- Runs on Salesforce, giving access to AppExchange apps and Salesforce's security and customization
- 2025 AI editions bring CRM workflows into Outlook and Slack for M&A advisors
- Integrates with financial data sources such as PitchBook and Preqin
- Long track record: founded in 2004, with over 400 clients in more than 30 countries according to Wikipedia
Cons
- No public pricing, and Salesforce licenses usually add to the total cost
- Very few public user reviews to validate the vendor's claims
- Narrowly focused on financial services, so it is unsuitable for general sales teams
- Requires alignment with Salesforce administration and governance
Not sold on either?
Frequently Asked Questions
Microsoft Dynamics 365 Sales scores higher on our AI Software criteria: 6.8/10 against 5.8/10 for Navatar. The largest gap is in Analytics: 8/10 for Microsoft Dynamics 365 Sales and 6/10 for Navatar.
No, neither Microsoft Dynamics 365 Sales nor Navatar lists a free plan.
Microsoft Dynamics 365 Sales is the better fit for sales teams: we rate it 8/10 for them, against 2/10 for Navatar.
