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Microsoft Dynamics 365 Sales vs Zelims

Zelims

5.3#40 in intercompany accounting software
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What both publish

FactMicrosoft Dynamics 365 SalesZelims
AI featuresYesAI can read and classify emailed bills, answer questions with supporting entries, and draft routines, but a person must accept its proposals before they reach the ledger.
AudienceMicrosoft identifies sales leaders and executives, sales representatives and account managers, and sales operations and administrators as audiences for its sales agents.It is aimed at owner-operators with several companies and the bookkeepers and accountants who work in their books.
IntegrationsMicrosoft documentation lists integrations with Microsoft Teams, Exchange Online, SharePoint, and LinkedIn Sales Navigator.The site names QuickBooks and Zoho as examples of systems from which users can bring a closing trial balance.
ProductDynamics 365 Sales is a CRM solution that helps sales teams close deals and improve team productivity.Zelims is double-entry accounting software for people who own more than one company, with separate company books and a consolidated group view.
SecuritySales 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.The trust page says workspace data is isolated with PostgreSQL row-level security and reports 99 row-security policies plus invoker-mode views.

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

Zelims plans

  • Pricing not publishedPriced on request

Pick Microsoft Dynamics 365 Sales if…

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

Pick Zelims if…

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

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