Insightly vs Microsoft Dynamics 365
Which one do AI engines recommend, and how do they differ on price, fit and features?
The short answer
Microsoft Dynamics 365 is the stronger AI pick in CRM: it has a visibility score of 30.7 versus 1.1 for Insightly, and ranks ahead in 100% of the answers that name both.
Choose Insightly if…
- AI answers describe it more positively (43% vs 29% positive)
- You need SOC 2 Type II or GDPR or CCPA or HIPAA coverage
- Excellent for project-based services and analytics
- Powerful pipeline management with a lighter implementation footprint
Choose Microsoft Dynamics 365 if…
- You want the brand AI engines rank higher (30.7 vs 1.1)
- You need ISO 27001 or ISO 27017 or ISO 27018 or ISO 27701 or ISO 9001 or SOC 1 or SOC 2 or SOC 3 coverage
- You prefer a larger, established vendor (5,000+ employees)
- Deep integration with the Microsoft ecosystem
AI visibility side by side
Latest weekly run · Nov 3
| Metric | Insightly | Microsoft Dynamics 365 |
|---|---|---|
| Visibility score | 1.1% | 30.7% |
| Change vs last week | down−0.9% | up+10.7% |
| Rank in CRM | #31 | #5 |
| Share of voice | 0.7% | 7.5% |
| Mentions this run | 3 | 35 |
| Positive in AI answers | 43% | 29% |
The stronger value in each row is marked with a ✓.
Visibility score trend
Weekly runs over the last 60 days
Insightly −0.8999999999999999pp · Microsoft Dynamics 365 +10.7pp over 1 weekly runs.
Engine by engine
Microsoft Dynamics 365 leads on 3 of 3 engines
Head to head in AI answers
1 engine answers name both brands
| Prompt | Engine | Insightly | Microsoft Dynamics 365 |
|---|---|---|---|
| Alternatives to the most popular CRM | Perplexity | #9 | #4 |
Features, pricing & fit
| Dimension | Insightly | Microsoft Dynamics 365 |
|---|---|---|
| Pricing model | Per seat | — |
| Entry price | $29 per seat / mo | — |
| Free plan | No · 14-day trial | — |
| Deployment | Cloud | — |
| Integrations | 2000+ | — |
| Compliance | SOC 2 Type II, GDPR, CCPA, HIPAA | ISO 27001, ISO 27017, ISO 27018, ISO 27701, ISO 9001, SOC 1, SOC 2, SOC 3 |
| Support | — | Technical support, Community, Documentation, Partner network |
| Founded | 2009 | — |
| Headquarters | San Francisco, California, United States | Redmond, Washington, USA |
| Employees | 51–200 | 5,000+ |
| Funding | Series C · $38M raised | — |
| Best for | Mid-market and fast-growing companies wanting an affordable, customizable CRM with marketing and service modules | Organizations already using Microsoft 365 that want CRM and ERP apps in one suite. |
Plans side by side
Insightly
Microsoft Dynamics 365
Pricing not available.
Pros and cons
Themes from the AI answers that mention each brand
Insightly
- Excellent for project-based services and analytics
- Powerful pipeline management with a lighter implementation footprint
- Free plan with CRM and basic project management
- Best for combined sales and project delivery
Microsoft Dynamics 365
- Deep integration with the Microsoft ecosystem
- Enterprise-scale CRM and ERP suite
- Copilot AI integration for structured sales workflows
- Strong analytical dimensions functionality in Business Central
Data collected ·ChatGPT, Perplexity, Google AI Mode·coverage 98.8%·next run
Cite as: SlateIndex, “Insightly vs Microsoft Dynamics 365”, https://slateindex.ai/compare/insightly-vs-microsoft-dynamics-365, data of Nov 3, 2026. Licence: CC BY 4.0.