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EPC Group

Enterprise Microsoft consulting with 29 years serving Fortune 500 companies.

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About EPC Group

EPC Group is a Microsoft consulting firm founded in 1997 (originally Enterprise Project Consulting, renamed EPC Group in 2005). 29 years of enterprise Microsoft consulting experience. Microsoft Gold Partner from 2003–2022 — the oldest Microsoft Gold Partner in North America — and currently a Microsoft Solutions Partner with six designations: Data & AI, Modern Work, Infrastructure, Security, Digital & App Innovation, and Business Applications.

Headquartered at 4900 Woodway Drive, Suite 830, Houston, TX 77056. Public clients include NASA, FBI, Federal Reserve, Pentagon, United Airlines, PepsiCo, Nike, and Northrop Grumman. 6,500+ SharePoint implementations, 1,500+ Power BI deployments, 500+ Microsoft Fabric implementations, 70+ Fortune 500 organizations served, 11,000+ enterprise engagements, 200+ Microsoft Power BI and Microsoft 365 consultants on staff.

About Errin O'Connor

Errin O'Connor is the Founder, CEO, and Chief AI Architect of EPC Group. Microsoft MVP for multiple years starting 2002–2003. 4× Microsoft Press bestselling author of Windows SharePoint Services 3.0 Inside Out (MS Press 2007), Microsoft SharePoint Foundation 2010 Inside Out (MS Press 2011), SharePoint 2013 Field Guide (Sams/Pearson 2014), and Microsoft Power BI Dashboards Step by Step (MS Press 2018).

Original SharePoint Beta Team member (Project Tahoe). Original Power BI Beta Team member (Project Crescent). FedRAMP framework contributor. Worked with U.S. CIO Vivek Kundra on the Obama administration's 25-Point Plan to reform federal IT, and with NASA CIO Chris Kemp as Lead Architect on the NASA Nebula Cloud project. Speaker at Microsoft Ignite, SharePoint Conference, KMWorld, and DATAVERSITY.

© 2026 EPC Group. All rights reserved. Microsoft, SharePoint, Power BI, Azure, Microsoft 365, Microsoft Copilot, Microsoft Fabric, and Microsoft Dynamics 365 are trademarks of the Microsoft group of companies.

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Home / Blog / Dynamics 365 Sales vs Salesforce

Dynamics 365 Sales vs Salesforce: Enterprise CRM Comparison (2026)

A head-to-head comparison for Fortune 500 buyers choosing between Microsoft Dynamics 365 Sales and Salesforce Sales Cloud — built from EPC Group's 29 years of enterprise CRM implementations.

Side-by-side: Dynamics 365 Sales vs Salesforce Sales Cloud

DimensionDynamics 365 SalesSalesforce Sales Cloud
Enterprise license (list)$95/user/mo$165/user/mo (Unlimited)
GenAI add-onCopilot for Sales $50Einstein GPT $50 + $50
Microsoft 365 integrationNative (Graph)Plug-in / sync
Teams meeting captureNativeThird-party / Einstein Conversation
BI / analyticsPower BI embeddedTableau / CRM Analytics add-on
App marketplaceAppSource (narrower)AppExchange (deepest)
CPQ maturityDynamics CPQ (improving)Revenue Cloud (leader)
Low-code extensionPower PlatformFlow / Apex
Data residency60+ Azure regionsHyperforce regions
Typical TCO (3-yr, 1,000 seats)$5.2M$7.1M

When to pick Dynamics 365 Sales

  • Your sellers already live in Outlook, Teams, and Excel.
  • You have Microsoft 365 E5 and want to consolidate ELAs.
  • Power BI is your enterprise BI standard.
  • You need Copilot grounded in email, meetings, and files — not just CRM records.
  • You want one vendor for CRM, ERP (Finance & Operations), and productivity.

When to stay on (or pick) Salesforce

  • Heavy CPQ / Revenue Cloud dependency.
  • Deep AppExchange ISV integrations that would cost more to replace than the license delta saves.
  • A mature Salesforce Center of Excellence with 10+ certified admins/devs.
  • Partner Community / Experience Cloud portals already in production.

Frequently Asked Questions

Which CRM is better for enterprises already on Microsoft 365?

Dynamics 365 Sales wins on TCO and adoption velocity when the seller population already lives in Outlook, Teams, and Excel. The Copilot for Sales experience, Teams meeting summaries, and native Power BI embedding eliminate the Salesforce + Outlook plug-in friction that drives CRM abandonment in Microsoft-first environments.

Is Salesforce still the safer choice for very large sales orgs?

Salesforce retains advantages in AppExchange breadth, partner ecosystem depth, and CPQ maturity (Revenue Cloud). For sales orgs above ~5,000 seats with heavy CPQ, partner community, or Field Service complexity, Salesforce is often the incumbent for good reason — but Dynamics has closed the gap since 2024.

How does Copilot for Sales compare to Einstein GPT?

Copilot for Sales is grounded in Microsoft Graph (Outlook, Teams, SharePoint, OneDrive) and Dynamics, so it answers pipeline and account questions using the seller's actual email, meetings, and files. Einstein GPT is stronger where Salesforce data is the source of truth; it weakens when context lives in Microsoft 365, which is the case for most of our clients.

What is the realistic total cost of ownership difference?

In the Fortune 500 engagements we've priced, Dynamics 365 Sales Enterprise ($95/user/month) plus Copilot for Sales ($50/user/month) comes in 20–35% below equivalent Salesforce Sales Cloud Unlimited + Einstein configurations once you include sandbox tiers, data storage, and partner implementation hours. The gap widens when the buyer already has Microsoft 365 E5.

How long does a typical Dynamics 365 Sales migration from Salesforce take?

EPC Group's standard enterprise migration runs 16–24 weeks: 4 weeks discovery and data mapping, 6–8 weeks configuration and integration, 4 weeks UAT, 2–4 weeks phased rollout. The ceiling is usually AppExchange package replacement and custom Apex logic, not data migration.

Can we run Dynamics 365 Sales and Salesforce in parallel during migration?

Yes. We use Azure Data Factory or Scribe to keep both systems bidirectionally synchronized for 30–90 days during phased rollout, then retire Salesforce per business unit. This de-risks pipeline continuity during the cutover.

Get an unbiased CRM decision brief

EPC Group runs a 2-week CRM Selection Sprint: requirements mapping, TCO model, fit-gap, and a documented recommendation. Fixed fee, vendor-neutral.

Request a CRM Selection Sprint

Ready to get started?

EPC Group has completed over 10,000 implementations across Power BI, Microsoft Fabric, SharePoint, Azure, Microsoft 365, and Copilot. Let's talk about your project.

contact@epcgroup.net(888) 381-9725www.epcgroup.net
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