Microsoft Dynamics 365 Sales vs Workato
CRM integration head-to-head for ERP teams: evidenced capabilities, published pricing, and which ERPs each actually integrates with.
| Starting price | From $65/user/mo (published) | Usage-based, priced in packs of recipes |
| Deployment | Cloud | Cloud |
| Company size | Mid-market, Enterprise | Mid-market, Enterprise |
| Stated ERP integrations | Microsoft Dynamics 365, SAP, NetSuite | NetSuite, SAP, Workday, Microsoft Dynamics 365 |
| Vendor | Microsoft | Workato |
Our take
Where Microsoft Dynamics 365 Sales leads
- Stronger evidenced coverage on 21 of the 31 capabilities where they differ (led by account and contact management and lead capture and management).
- Published pricing where the alternative quotes.
Where Workato leads
- Stronger evidenced coverage on 10 of the 31 capabilities where they differ (led by api creation and gateway management and sso and role-based access controls).
- Stated Workday integration the alternative doesn't list.
Where they differ
The 31 capabilities (of 51 in the CRM integration taxonomy) where the evidence separates them, biggest gaps first. “Not evidenced” means our research found no public documentation of this capability — the vendor may still offer it. Confirm on a demo.
| Capability | ||
|---|---|---|
| Account and contact managementCore CRM Records & Pipeline | Core strength | Not evidenced |
| Lead capture and managementCore CRM Records & Pipeline | Core strength | Not evidenced |
| Deal and opportunity trackingCore CRM Records & Pipeline | Core strength | Not evidenced |
| Quote generation / CPQSales Process & Automation | Core strength Quote, order, and invoice entities native | Not evidenced |
| Goal and quota trackingForecasting & Reporting | Core strength Goal and quota management | Not evidenced |
| Predictive lead and opportunity scoringAI & Predictive Intelligence | Core strength Predictive lead and opportunity scoring | Not evidenced |
| Generative AI draftingAI & Predictive Intelligence | Core strength Copilot email drafting and reply suggestions | Not evidenced |
| Conversation intelligenceAI & Predictive Intelligence | Core strength Conversation intelligence from calls | Not evidenced |
| Email integration and trackingSales Engagement & Communication | Core strength Outlook email and calendar sync | Not evidenced |
| API creation and gateway managementIntegration Platform & Data Operations | Not evidenced | Core strength API endpoint creation, gateway and policies |
| SSO and role-based access controlsPlatform & Extensibility | Not evidenced | Core strength Role-based access control |
| Visual pipeline managementCore CRM Records & Pipeline | Supported Business process flows guide pipeline stages | Not evidenced |
| Custom objects and fieldsCore CRM Records & Pipeline | Supported Custom tables and business rules | Not evidenced |
| Approval processesSales Process & Automation | Not evidenced | Supported Human-in-the-loop approvals |
| Guided selling / playbooksSales Process & Automation | Supported Business process flows and sales accelerator work lists | Not evidenced |
| Custom dashboards and reportsForecasting & Reporting | Supported Power BI embedded analytics | Not evidenced |
| Pipeline inspection and deal health analyticsForecasting & Reporting | Supported Relationship analytics and health scores | Not evidenced |
| Next-best-action recommendationsAI & Predictive Intelligence | Supported Sales accelerator work lists | Not evidenced |
| Meeting schedulingSales Engagement & Communication | Supported Teams meeting integration | Not evidenced |
| High-volume batch processingIntegration Platform & Data Operations | Not evidenced | Supported Multi-step orchestration |
| On-premise / hybrid connectivityIntegration Platform & Data Operations | Not evidenced | Supported On-prem agent connectivity |
| Sandbox / test environmentsPlatform & Extensibility | Not evidenced | Supported Environments and lifecycle management |
| Workflow and process automationSales Process & Automation | Supported Power Automate workflows | Core strength Visual recipe builder with conditional logic |
| Lead scoring and routingSales Process & Automation | Partial Predictive lead scoring; explicit routing rules not evidenced | Not evidenced |
| Sequences and cadencesSales Engagement & Communication | Partial Sales accelerator sequencing; less dedicated than standalone engagement tools | Not evidenced |
| Quote e-signatureSales Engagement & Communication | Partial Quote entity native; e-signature typically via partner add-on | Not evidenced |
| Inventory and product/item syncCRM-to-ERP Data Synchronization | Supported Product catalog and price lists shared via Dataverse | Core strength Inventory and product sync |
| Field mapping and data transformationCRM-to-ERP Data Synchronization | Supported Customizable table and column mappings for dual-write | Core strength Recipe-based data mapping |
| Visual integration/flow builderIntegration Platform & Data Operations | Supported Power Automate | Core strength Visual recipe builder |
| Master data managementIntegration Platform & Data Operations | Partial Shared Dataverse data model acts as a common customer/product master | Not evidenced |
| Open REST APIPlatform & Extensibility | Core strength Dataverse REST API | Supported Universal HTTP and SDK connectors |
Both grade identically on the other 20 capabilities — see each product's full profile: Microsoft Dynamics 365 Sales, Workato.
Microsoft Dynamics 365 Sales vs Workato — FAQs
Is Microsoft Dynamics 365 Sales or Workato better for ERP integration?
Both state integrations with Microsoft Dynamics 365, SAP, NetSuite. Workato additionally lists Workday. Always verify the connector against your ERP version with a reference customer.
Which is cheaper, Microsoft Dynamics 365 Sales or Workato?
Microsoft Dynamics 365 Sales publishes a starting rate ($65/user/mo); Workato prices by quote, so a like-for-like number requires asking both.
Get pricing for both
Tell us your ERP, seat count and must-haves and we'll come back with an independent view of what Microsoft Dynamics 365 Sales and Workato should each cost you — and whether a third option belongs on your shortlist.