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Deltek WorkBook vs Microsoft Dynamics 365 Sales

What both publish

FactDeltek WorkBookMicrosoft Dynamics 365 Sales
IntegrationsWorkBook connects with accounting platforms and project management systems and offers an API and integrations marketplace.Microsoft documentation lists integrations with Microsoft Teams, Exchange Online, SharePoint, and LinkedIn Sales Navigator.
ProductDeltek WorkBook is a cloud-based agency management platform combining project management, resource planning, and financial management.Dynamics 365 Sales is a CRM solution that helps sales teams close deals and improve team productivity.
SecurityDeltek says its cloud is protected 24x7x365 and that it uses monitoring capabilities and safeguards for continuous data protection.Sales data is stored in Dataverse and, for certain features, Azure resources; Microsoft says the data can be protected with Customer Lockbox and encrypted with customer-managed keys, with conversation intelligence exceptions.

Deltek WorkBook plans

  • Deltek WorkBookPriced on request

Microsoft Dynamics 365 Sales plans

  • Dynamics 365 Human Resources Self Service$4 a month
  • Dynamics 365 Sales free trialPriced on request
  • Dynamics 365 Sales free trial—
  • Dynamics 365 Human Resources$135 a month
  • Microsoft Relationship SalesPriced on request
  • Dynamics 365 Sales Professional$65

Pick Deltek WorkBook if…

WorkBook suits marketing, advertising, and creative agencies of any size that need project, staffing, and financial management together. It also fits teams using web, mobile, or API access.

Pick Microsoft Dynamics 365 Sales if…

You want what its maker publishes above — check its page for the details.

Charts they share