AFFINITY VS Microsoft dynamics

Is Affinity or Microsoft Dynamics 365 right for your team?

Affinity CRM is a Microsoft Dynamics alternative that delivers relationship insights, deal management, and fully automated data entry.
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Choosing a CRM for relationship-driven teams

Microsoft Dynamics is a big brand customer relationship management (CRM) platform, providing intelligent business applications to many leading companies across the globe. Sales and marketing, service, finance, and supply chain teams use Dynamics to track and close deals, reduce costs, and improve service.

A new type of intelligent CRM has emerged, however, that better meets the needs of teams looking for less transactional, more relationship-driven dealmaking solutions. Relationship intelligence CRMs support improved relationship building, allowing users to track, manage, and expand their networks—so firms can manage deal flow easier and close quality deals faster. Instead of a sales-based focus, as Dynamics and other traditional CRMs provide, relationship intelligence CRMs like Affinity focus on relationship building, efficient sourcing, and collaboration in complex deal management scenarios.

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Relationship intelligence

Automated data capture

Data enrichment options

Affinity vs. Microsoft Dynamics 365

Single source of truth for your data

Relationship intelligence

Automated data capture and enrichment

Track all of your deal and relationship data in one place

Use a single platform to keep track of every detail about your connections, relationship strength, ongoing activities, and deals.

Dealmaking with richer insights

Combine proprietary CRM datasets and external data partners to enrich your records with data that is directly relevant to making faster, more educated dealmaking decisions.

Gain new insights into your network with relationship intelligence

Confidently find warm introduction paths and increase the outreach of your engagement efforts with insights into your firm’s entire network of connections, and engagement history to help find, manage, and close more deals faster.

Capture your deal and relationship data automatically

Ensure the data that you need is captured. 

Score your relationships

Assess relationship scores based on real time interactions to find new warm introductions to the highest quality deals across your firm’s shared network.

Retain your team’s contact history

Surface every interaction your team has had—dating back to the start of their inboxes—so you have a more complete picture of historical relationship context.

Tie your tech stack to your CRM

Customize your software experience by integrating your most-used tools with your CRM platform.

Organize and manage your records

Track your team’s most valuable connections in a centralized CRM.

Automate contact and company creation

Create contact and company profiles directly from inbox and calendar data.

Decrease time to value

Deploy your entire CRM platform rapidly–sometimes in as little as 72 hours.

Onboard quickly

Focus on driving opportunities, not learning or teaching others to use a complex system.

Customize your CRM experience

Easily make changes to your user experience to customize your deal management workflows without needing external support.

Frequently Asked Questions

What makes Affinity the best alternative to Microsoft Dynamics for dealmakers?
Why do capital markets professionals depend on Affinity for relationship intelligence and automation?
How much does Affinity cost?
How do I choose the right CRM for my team?

Why our customers love Affinity

"We use Affinity to stay on the same page, hold each other accountable. It’s been a game changer for collaboration. "
Jocelyn Goldfein
Managing Director, Zetta Venture Partners
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"A product that has truly changed the way I work and made me so much more efficient across the team! Amazing and recommend to all! "
Harry Stebbings
Founder, Stride.VC
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"Affinity has helped us centralize our CRM efforts in the most automated way. By organizing our pipeline, community, to-do’s, and distributing our Alliances to portfolio companies. "
Michael Tam
Partner, Craft Ventures
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Affinity has changed the way we, the Value Creation team, work with our portfolio companies. The fact that it offers automated capabilities for viewing relationships with executives both inside and outside my organization has been a game-changer. Also, the platform is easy to navigate and personalize, plus my CSM is available within 24 hours if I ever have a question or problem.
Dorin Baniel
VP Value Creation, Glilot Capital Partners
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We tried three market-leading CRMs but were never completely happy, and then we found Affinity. It’s genius — intuitive, flexible, super smart. What an effective CRM should be.
Dan Bowyer
Partner & Co-Founder, SuperSeed
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"Affinity has completely changed the way we do business, we are now far more organized and streamlined. Grouping advisors and target businesses using various filters and automatic logging of contact details, emails and meetings have saved us so much time in an administrative sense. If we ever have a query, Affinity is quick to respond."
Shannon Potts
Marketing and ESG Manager, Pemba Capital Partners
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"As a Venture Capital fund of fund and secondaries investor, Affinity has helped our team manage our network as both a GP and LP. In conjunction with our other investor reporting and portfolio management tools, we are able to more efficiently provide client service and stay in touch with our venture network. "
Christopher Johnson
Investment Principal, Knightsbridge Advisers LLC
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"Affinity keeps us organized! It is perfectly tailored to what we need. Cataloging all of our emails and grouping them by an organization made it much easier to track contacts and report on how we’re managing deal flow. "
Adam Struck
Founder and Managing Partner, Struck Capital
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"Look, you do not know what it takes to integrate Salesforce, don’t go there! Your entire team is incredible; our entire team loves Affinity and is so happy. "
Susan Su
Head of Portfolio, Sound Ventures
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"Affinity takes all the best parts of RelateIQ and significantly improves on them. For us, it’s the perfect blend of great product design, feature-richness, and workflow integration. Highly recommend it for people who have to manage many relations and pipelines. "
Ben Blumenrose
Co-Director, Designer Fund
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I built one of the first CRMs — Dynodex — in 1989, I feel like I’ve been waiting for a decent replacement for 30 years, now I’ve found it in Affinity. It automates many of the rote tasks and “digital fork-lifting” of legacy CRMs
Brian Smiga
Partner, Alpha Venture Partners
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"Let’s be honest: no one wants to use Salesforce reporting. Affinity isn’t just better—for most teams, it’ll make the difference between managing your pipeline to success, versus not tracking it at all. "
Kevin Zhang
Partner, Bain Capital Ventures
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"We’re really impressed by the speed that the Affinity team operates and the availability of the team. "
Christian Meermann
Founding Partner, Cherry Ventures
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"Managing your relationships is everything in commercial real estate. Affinity allows us to manage more clients and all our data in one place. That will lead to more top-line for our business. '
Michael Sanberg
Leasing and Sales, Touchstone
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"With Affinity, we can easily revisit firms at appropriate times and know what the next steps should be. I’m very excited to see where the product goes."
Henry Jefferies
Associate, Dawn Capital
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"Affinity is a very useful, tailor-made product for such a Venture Capital fund like us. The biggest advantage is having all of our data and communication in one place. We talk to thousands of startups and hundreds of VCs, and Affinity lets us keep track of those relationships over time. "
Marcin Zabielski
Partner, Market One Capital
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"I’ll check my Alliances weekly to see which new ones I can form. As we scale, Affinity’s Alliance will be instrumental to our growth. "
Paul Ipavec
Business Development Lead, Anduin
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"Within weeks of moving to Affinity, we were able to easily discover and manage the thousands of entrepreneur and venture community relationships already latent within our team. What’s more, the Affinity Alliances professional network has helped us quickly build new and valuable connections. "
Eric Emmons
Managing Director, MassMutual Ventures
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"Having all the documents and information in one place without having to clamp around on different systems is really valuable. Affinity is a massive time saver and enables us to be super-efficient."
Sam Endacott
Investor, firstminute capital
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"The integration of email and calendar data streamlines our workflow and saves us a ton of time every day. "
Carlo Egle
Investment Manager, Redalpine Venture Partners
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"As an early stage investor, my constant focus is finding new ways to turn my connections into my portfolio’s next hundred opportunities."
Mar Hershenson
Managing Partner, Pear VC
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"Affinity has become a daily tool that is ingrained in our workflow. I get a richness of data that didn’t exist before. It enables us to be able to move fast in the same direction without stepping over each other. "
Burke Davis
Partner, Sorenson Capital
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"With Affinity, my team and I can track and nurture all of our firm’s most important relationships. In an industry like real estate, Affinity gives us a competitive advantage. "
Roy Hirshland
Vice Chairman, T3 Advisors
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