24SevenOffice vs Microsoft Dynamics 365

• Invoicing is a strength. The invoices produced are clear, correct and legible.
• We have found some decent time-saving solutions within its project management suite, including an excellent task organizer.
• Installation of the software is a snap due to the cloud solution.

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• CRM allows me to track where in the project delivery process we are with our clients. Using business process flow we can understand what deliverables have been met and which remain. I can review how much time has been spent on projects and how much budget remains to proactively manage projects. Consultants track their status reports to CRM from Outlook so everyone on the team is aware of what is happening on the project.
• Marketing uses CRM to manage our corporate blog. Anyone in the organization can submit a blog idea or write a blog. But an approval process in CRM ensures that all blog posts are branded appropriately and are written to be consistent with corporate and marketing guidelines before being published.
• Managing our opportunities in CRM not only helps the sales team manage their pipeline and sales process but it gives our delivery team a heads up for resource planning. Delivery leadership can review pipeline at any time receives notice when deals are about to close so that they can proactively assess consultant skill sets and begin assigning resources.

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• Unfortunately, usability is a major issue at times. I hear complaints about dropped network traffic, and it's not our infrastructure.
• The interface is confusing. We have to train new employees with a lot of detailed instructions which shouldn't be necessary.
• We have had to pay for any support on the above issues.

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• Marketing Module. The marketing module in CRM is lacking. As-is, it is very difficult to use the marketing entities for regular campaigns as it just lacks the power and functionality that other marketing programs have. There are marketing programs that can be purchased that will either run through the CRM system or that will run outside of the CRM system but can sync data. In my experience, I have worked with both of these scenarios. I work with one CRM organization that uses an installed managed solution for marketing and I work with another CRM organization that syncs with an external marketing program. I prefer the installed managed solution as the program is accessed from within CRM.
• Third Party Managed Solutions. While I listed this as a strength, it is also a weakness. When selecting third party managed solutions, it is important to research and ask questions. With the on-premise version that I use, I control my updates (rollups). When using the online version, updates are automatic. Make sure that the vendor who created the managed solution will keep their solution updates inline with Microsoft's updates. If not, your managed solution could stop working after an update. With some third party managed solutions, updates to the solution are not automatic either.
• Data Import. The data import in MS Dynamics CRM 2011 is much better than the data import from the previous 4.0 version however, it is still not robust enough to handle all scenarios. There is also supposed to be an easy way to export data to Excel, make changes, and then re-import the data with the changes however, you must do this quickly because any change to a record within CRM before the re-import will cause failures. It is also somewhat cumbersome at times when setting up the field mappings during the import. I have found that it is easier to use an external ETL program to import data into CRM. Usually with these programs you can write formulas and create mappings for option sets much easier than you can using the native data import within CRM.
• Mobility. In my opinion, the out-of-the-box mobile capability for the MS Dynamics CRM 2011 version is worthless. Without spending extra money for a third party solution, you are not able to run javascript on forms and the actual mobile form setup is very limited.

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• We were using a fairly similar program from an ROI perspective previously so I can't say it's had a big effect.
• That said the network issues represent lost hours/money.
• The added training is also expensive.

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• I would be unable to be as effective without the capabilities of this system. While it can be slow due to such a large quantity of users and data, it allows me to run the branch effectively.
• I have also had a few complaints from new employees who were struggling to adapt to using the system. It took several weeks for them to feel comfortable navigating the system.

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