Dynamics 365 vs Proton.ai: which CRM should you choose in 2026?

Dynamics 365 Sales is Microsoft's CRM, from $65; Proton.ai is an ERP-driven platform for distributors, priced by quote. Quotes, orders, AI and cost compared.

Published 6 October 2026. Prices and features from each vendor's own pages.

The short answer

Dynamics 365Paid from $65/seat

Choose it if your company runs on Microsoft, with Outlook and Teams.

Proton.aiPaid from By quote

Choose it if you're a distributor on an ERP such as SAP or NetSuite, and want it to drive the CRM.

PromptLabPaid from $11.99/seat

Choose it if you sell products, and deals run on quotes, price lists, samples and orders.

Our pick for product teams

Dynamics 365 Sales and Proton.ai both carry quotes and sales orders, but they come from different worlds. Dynamics 365 is Microsoft's family of business apps, ERP included, and Sales is its CRM, working inside Outlook and Teams. Proton.ai is an AI platform for distributors that plugs into the ERP and tells reps who to call and what to sell.

Below, the two are compared on price, ERP and setup, quotes and orders, AI, and messaging. Every figure comes from the vendors' own pricing and product pages; Dynamics 365 prices are per user a month, billed annually.

Dynamics 365 vs Proton.ai at a glance

With PromptLab in the third column, so you can see where it fits.

Dynamics 365 vs Proton.ai, with PromptLab: prices and features
Checked on 30 September 2026	Dynamics 365	Proton.ai	PromptLab
Pricing
Paid plans, a month	$65 – $150per seat	Custom pricing	$11.99 – $99per seat
Number of plans	3	1	3
Free trial
Billing	Billed annually	Priced by quote after a demo	Billed monthly
Import from CSV and Excel
Sales management
Deal pipelines
Quotes
Sales orders
Sample tracking
Price lists
Meetings and calls
Meeting recording and transcripts	From$105/month
AI meeting summaries	From$105/month
AI follow-up email drafts	From$105/month
Meeting scheduler and call dialer	From$105/month		From$23.99/month
AI and automation
CRM fields filled in from calls	From$150/month
Connect Claude or ChatGPT (MCP)	From$150/month
Workflow automation
API and webhooks			From$23.99/month
Conversations
Gmail and Outlook email sync
WhatsApp conversations	Add-on
Telegram conversations
Save LinkedIn profiles	Add-on
Privacy and security
Single sign-on (SSO)			From$99/month

Pricing: $65 to $150 against a quote

Dynamics 365 Sales publishes three plans: Professional at $65, Enterprise at $105 and Premium at $150 a user, with a free trial. Proton.ai doesn't publish prices: it quotes after a demo, and has no free trial.

Neither entry point tells the whole story. On Dynamics 365 Sales, quotes and price lists come with the $65 plan, but meeting recording and the other AI tools need a higher one. Proton.ai's pricing and packaging come from its team once you've talked through your ERP, catalogue and setup.

Two routes to the ERP

Dynamics 365 Sales is the natural CRM for a Microsoft company, and wins especially where the company already runs a Dynamics ERP. Proton.ai plugs into systems from SAP and NetSuite to AS/400 green screens, across catalogues as large as 500,000 SKUs.

Dynamics 365 Sales gives an admin a lot to decide, from environments and security roles to licences and Copilot credits, and many companies bring in a Microsoft partner. Proton.ai starts with a demo, where its team talks through your ERP and catalogue.

Quotes, orders and price lists

Both have quotes and sales orders built in: Dynamics 365 Sales from its $65 plan, Proton.ai fed by the ERP. Dynamics 365 Sales adds price lists, which Proton.ai doesn't have.

Neither tracks samples, so a distributor sending trial batches keeps that record somewhere else on both.

AI, calls and MCP

Proton.ai drafts follow-up emails and fills CRM fields from calls, and its assistant, Pronto, helps reps prepare and log notes by voice. It doesn't record calls, summarise meetings or offer MCP.

Dynamics 365 Sales has all of that, higher up. Recording, summaries, follow-up drafts and the dialer start on Enterprise at $105, and CRM autofill and MCP on Premium at $150. Its MCP server also needs Copilot Studio admin rights and Copilot credits.

We make PromptLab, so here is why product teams pick it over both.

Why PromptLab is the better choice for teams that sell products

PromptLab is a CRM for B2B teams that sell products. On their entry plans, neither Dynamics 365 nor Proton.ai includes sample tracking, meeting recording, AI meeting summaries, Claude and ChatGPT over MCP, WhatsApp and Telegram. PromptLab has all of them on every plan, from $11.99 a user a month.

Set up by your team in a day
PromptLab is self-serve. Start the 14-day trial, import accounts and contacts from a spreadsheet, and quotes, price lists and meeting recording are ready the same day.
Dynamics 365 vs PromptLab, in full
Prepared before the meeting, recorded during it
PromptLab writes a brief before each meeting, then records and transcribes it in over 100 languages. Afterwards you get the summary, a follow-up email draft and CRM fields filled in from the call.
Proton.ai vs PromptLab, in full
Claude and ChatGPT on every plan
On every plan, we connect Claude or ChatGPT over MCP with your own login. It looks up and updates accounts, deals and tasks with exactly the access you have.
Dynamics 365 vs PromptLab, in full

Try PromptLab free14-day free trial on Basic and Professional.

Which should you choose?

Choose Dynamics 365 if…

Your company runs on Microsoft, with Outlook and Teams.
You want price lists as well as quotes and sales orders, at a published price from $65.
You want a free trial and single sign-on.

Choose Proton.ai if…

You're a distributor on an ERP such as SAP or NetSuite, and want it to drive the CRM.
You want follow-up drafts and CRM autofill without moving up a plan.
Reps need prompts on who is due to reorder.

Choose PromptLab if…

You sell products, and deals run on quotes, price lists, samples and orders.
You want every meeting recorded, summarised and written into the CRM on every plan.
Buyers answer on WhatsApp or Telegram as well as email.

Frequently asked questions

Is Dynamics 365 cheaper than Proton.ai?

It can't be checked. Dynamics 365 Sales runs from $65 to $150 a user a month, billed annually, while Proton.ai doesn't publish prices and quotes after a demo.

Do Dynamics 365 and Proton.ai have sales orders?

Yes, both, along with quotes. Dynamics 365 Sales also has price lists, and Proton.ai doesn't.

Does Proton.ai have a free trial?

No. You book a demo first. Dynamics 365 Sales offers a free trial.

Does Proton.ai connect to Claude or ChatGPT?

No, it has no MCP server. Dynamics 365 Sales has one from its $150 plan, though it needs Copilot Studio admin rights and Copilot credits.

Is there an alternative to Dynamics 365 and Proton.ai for teams that sell products?

PromptLab. It is a CRM for B2B teams that sell products, with quotes, price lists, sales orders and sample tracking, recorded and summarised meetings, and email, WhatsApp and Telegram in one inbox, on every plan from $11.99 a user a month with a 14-day free trial.