Dynamics 365 vs PromptLab
Dynamics 365It's the natural CRM for a Microsoft company: quotes, price lists and orders are built in from Professional at $65, and it works inside Outlook and Teams. The catch is the climb: meeting recording starts on Enterprise at $105, CRM autofill and MCP on Premium at $150, and there's no sample tracking.
Quotes, price lists and sales orders come with us too, and we work alongside Outlook and Teams. The difference is who sets it up and what it costs: your sales team, in a day, with meeting recording and CRM autofill from $11.99 a user.
A summary of every meeting, with next steps
When the call ends, the summary and next actions are already written, with owners and due dates.
- No: AI meeting summaries: from $105/month
- Yes: An AI summary of every meeting
LinkedIn conversations in your CRM
LinkedIn messages sit in the Inbox next to email, on the right contact, and profiles save in one click.
- No: LinkedIn capture: an add-on
- Yes: LinkedIn messages and profiles in the CRM
Samples tracked from request to result
Every sample sits on a board from Requested to Delivered, linked to the account and the deal.
- No: No sample tracking
- Yes: Samples tracked on the deal
Price and features at a glance
Skip the configuration project. We're ready when you sign up: quotes, price lists and sales orders, plus meeting recording, CRM autofill and Claude or ChatGPT access, on every plan from $11.99.
Dynamics 365 prices (billed annually) and features checked on 30 September 2026 at Sales pricing, Conversation intelligence FAQ, Sales MCP server. Ours are billed monthly; Enterprise is $79 a month billed yearly. See our pricing page.
Set up by your team in a day
Dynamics 365 Sales gives an admin a lot to decide: environments, security roles, apps, licences and Copilot credits. Many companies bring in a Microsoft partner to set it up.
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.
Claude and ChatGPT on every plan
Its Sales MCP server starts on Premium at $150 a user, and needs Copilot Studio admin rights and Copilot credits. Microsoft's docs also say Claude Desktop isn't supported at this time.
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.
Calls that fill in the CRM, from $11.99
Its conversation intelligence starts on Enterprise at $105 a user, and AI that fills CRM fields needs Premium at $150. On Professional, reps write up their own calls.
Every PromptLab plan records your Zoom, Meet and Teams meetings, writes the summary and drafts the follow-up email. It also fills in the deal and contact fields from what was said.
From $11.99 a user, not $65
At $65 to $150 a user a month, billed annually, each step up in Dynamics 365 Sales unlocks more of its AI. WhatsApp and LinkedIn tools are add-ons on top.
Three published plans: Basic at $11.99, Professional at $23.99 and Enterprise at $99 a user, billed monthly. Recording, summaries, quotes and the WhatsApp and Telegram Inbox all come with Basic.
How to switch from Dynamics 365
Four steps to move your team and your data over.
1. Export views to Excel
In Dynamics 365 Sales, open the Active Accounts, Contacts or Opportunities view and select Export to Excel on the command bar. Do the same for quotes and orders.
2. Import into PromptLab
Click Import on our Accounts, Contacts or Deals list and upload the Excel file, or pick it from Google Drive.
3. Map the columns
Match each Dynamics column to the matching field and run the import. Quotes, sales orders, tasks and notes come in the same way.
4. Ask for migration support
Enterprise includes data migration support and a dedicated account manager for a larger move. Reps can keep working in Outlook and Teams throughout.
How do we stack up against other CRMs?
The other CRMs sales teams weigh us against, one side-by-side page each.
Enterprise suiteHubSpotGet quotes and meeting recording without buying another hub.Read the comparison
Enterprise suiteSalesforceQuotes and meeting recording on day one, without a platform build.Read the comparison
AI-native CRMAttioQuotes and price lists ready-made, not a data model to design.Read the comparison
Sales CRMmonday CRMA CRM built around deals, not boards you have to set up.Read the comparison
All-in-one marketingGoHighLevelSamples, price lists and meeting notes for a product sale, not a marketing agency.Read the comparison
Sales CRMZoho CRMQuotes, samples and meeting recording in one app, not a suite.Read the comparison
Sales CRMCloseQuotes, samples and AI follow-up drafts from the first plan.Read the comparison
Sales CRMCopperSell from Gmail or Outlook, with quotes and orders built in.Read the comparison
Sales CRMPipedriveFollow each deal from the first sample to the sales order.Read the comparison
Distribution AIProton.aiSee the price and start a trial today, no demo call first.Read the comparison
AI-native CRMBreakcoldAn AI CRM that also handles quotes, samples and orders.Read the comparison- ?Any CRMComparing another CRM?Tell us what you use today and we’ll walk you through the differences on a short call.Book a demo
Works with the tools you already use
Email, calendar, meetings, chat and AI assistants, connected in a few clicks.
Gmail
Outlook
Google Meet
Zoom
Microsoft Teams
Slack
Salesforce
HubSpot
WhatsApp
Telegram
Claude
ChatGPT
Frequently asked questions
Is Dynamics 365 a CRM?
Yes. It's Microsoft's family of business apps, ERP included, and Sales is its CRM. Sales runs from $65 to $150 a user a month, billed annually.
Which is better, Dynamics 365 or PromptLab?
It wins for a company standardised on Microsoft, especially one on a Dynamics ERP with IT staff to configure it. We're the pick for a sales team that wants to run its own CRM, and we win on setup time and price.
Is PromptLab cheaper than Dynamics 365?
Yes. We run from $11.99 to $99 a user a month; its Sales app runs from $65 to $150, billed annually. Meeting recording alone needs its Enterprise edition at $105, and we include it on Basic.
Can I move my data over?
Yes. Export accounts, contacts, opportunities, quotes and orders from your Dynamics views with Export to Excel. Then click Import on our Accounts, Contacts or Deals list and map the columns. Enterprise adds data migration support.
Who is PromptLab best for?
Manufacturers and distributors whose sales team wants a CRM it can set up itself. If your ERP isn't Dynamics, or you'd rather skip a Microsoft project, we have quotes, samples and meetings running this week.