What users are saying about
15 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener noreferrer'>Customer Verified: Read more.</a>
492 Ratings
15 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 6 out of 101

Microsoft Dynamics 365

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener noreferrer'>Customer Verified: Read more.</a>
492 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 7.4 out of 101

Likelihood to Recommend

24SevenOffice

I would say if you have a staff that's already experienced in the 24SevenOffice program that would be best. People who are brand new to it will have too much time ramping up and training. Also, you'd better have a rock-solid network infrastructure if you want success with this program. A business with less tech-savvy workers just wouldn't work.
Clinton Verley profile photo

Microsoft Dynamics 365

It worked great for documenting client-facing requests in our large client base. Some of the workflows between implementation and billing have improved efficiencies and allowed us to avoid missed revenue. That said, there are also a lot of options and functions that are not applicable, and it would be great to be able to hide/remove things that aren't needed to avoid clutter and inefficiencies.
Haley Lay profile photo

Feature Rating Comparison

Payroll Management

24SevenOffice
7.2
Microsoft Dynamics 365
Pay calculation
24SevenOffice
7.0
Microsoft Dynamics 365
Benefit plan administration
24SevenOffice
7.5
Microsoft Dynamics 365
Direct deposit files
24SevenOffice
5.5
Microsoft Dynamics 365
Salary revision and increment management
24SevenOffice
8.5
Microsoft Dynamics 365
Reimbursement management
24SevenOffice
7.5
Microsoft Dynamics 365

Customization

24SevenOffice
8.0
Microsoft Dynamics 365
8.0
API for custom integration
24SevenOffice
9.0
Microsoft Dynamics 365
8.0
Plug-ins
24SevenOffice
7.0
Microsoft Dynamics 365
Custom fields
24SevenOffice
Microsoft Dynamics 365
8.3
Custom objects
24SevenOffice
Microsoft Dynamics 365
8.4
Scripting environment
24SevenOffice
Microsoft Dynamics 365
7.4

Security

24SevenOffice
7.2
Microsoft Dynamics 365
8.7
Single sign-on capability
24SevenOffice
7.0
Microsoft Dynamics 365
8.6
Role-based user permissions
24SevenOffice
7.5
Microsoft Dynamics 365
8.8

Reporting & Analytics

24SevenOffice
7.2
Microsoft Dynamics 365
Dashboards
24SevenOffice
7.0
Microsoft Dynamics 365
Standard reports
24SevenOffice
8.0
Microsoft Dynamics 365
Custom reports
24SevenOffice
6.5
Microsoft Dynamics 365

General Ledger and Configurable Accounting

24SevenOffice
6.5
Microsoft Dynamics 365
Accounts payable
24SevenOffice
6.0
Microsoft Dynamics 365
Accounts receivable
24SevenOffice
6.5
Microsoft Dynamics 365
Global Financial Support
24SevenOffice
7.5
Microsoft Dynamics 365
Primary and Secondary Ledgers
24SevenOffice
7.0
Microsoft Dynamics 365
Intercompany Accounting
24SevenOffice
6.0
Microsoft Dynamics 365
Localizations
24SevenOffice
7.5
Microsoft Dynamics 365
Journals and Reconciliations
24SevenOffice
6.0
Microsoft Dynamics 365
Enterprise Accounting
24SevenOffice
5.5
Microsoft Dynamics 365
Configurable Accounting
24SevenOffice
7.5
Microsoft Dynamics 365
Centralized Rules Framework
24SevenOffice
6.0
Microsoft Dynamics 365
Standardized Processes
24SevenOffice
6.0
Microsoft Dynamics 365

Inventory Management

24SevenOffice
7.1
Microsoft Dynamics 365
Inventory tracking
24SevenOffice
8.0
Microsoft Dynamics 365
Automatic reordering
24SevenOffice
7.0
Microsoft Dynamics 365
Location management
24SevenOffice
7.0
Microsoft Dynamics 365
Manufacturing module
24SevenOffice
6.5
Microsoft Dynamics 365

Order Management

24SevenOffice
7.8
Microsoft Dynamics 365
Pricing
24SevenOffice
8.0
Microsoft Dynamics 365
Order entry
24SevenOffice
9.0
Microsoft Dynamics 365
Credit card processing
24SevenOffice
7.0
Microsoft Dynamics 365
Cost of goods sold
24SevenOffice
8.5
Microsoft Dynamics 365
Order Orchestration
24SevenOffice
7.5
Microsoft Dynamics 365
End-to-end order visibility
24SevenOffice
7.5
Microsoft Dynamics 365
Order exception Resolution
24SevenOffice
7.0
Microsoft Dynamics 365

Subledger and Financial Process

24SevenOffice
7.4
Microsoft Dynamics 365
Automated Invoice Processing
24SevenOffice
8.0
Microsoft Dynamics 365
Shared Services Payments
24SevenOffice
7.0
Microsoft Dynamics 365
Billings Management
24SevenOffice
6.0
Microsoft Dynamics 365
Customer Receipt Applications
24SevenOffice
8.0
Microsoft Dynamics 365
Customer Collections
24SevenOffice
8.0
Microsoft Dynamics 365
Revenue Recognition
24SevenOffice
8.0
Microsoft Dynamics 365
Cash Management
24SevenOffice
9.0
Microsoft Dynamics 365
Asset Management
24SevenOffice
6.5
Microsoft Dynamics 365
Travel & Expense Management
24SevenOffice
8.0
Microsoft Dynamics 365
Budgetary Control & Encumbrance Accounting
24SevenOffice
6.0
Microsoft Dynamics 365
Period Close
24SevenOffice
7.0
Microsoft Dynamics 365
Transactions Tax
24SevenOffice
8.0
Microsoft Dynamics 365
Subledger Reconciliations
24SevenOffice
6.5
Microsoft Dynamics 365
3rd Party Accounting Systems
24SevenOffice
7.5
Microsoft Dynamics 365

Project Financial Management

24SevenOffice
7.3
Microsoft Dynamics 365
Budgeting and Forecasting
24SevenOffice
8.5
Microsoft Dynamics 365
Project Costing
24SevenOffice
7.0
Microsoft Dynamics 365
Cost Capture
24SevenOffice
8.5
Microsoft Dynamics 365
Capital Project Management
24SevenOffice
6.5
Microsoft Dynamics 365
Customer Invoicing
24SevenOffice
6.5
Microsoft Dynamics 365
Customer Contract Compliance
24SevenOffice
8.5
Microsoft Dynamics 365
Project Revenue Recognition
24SevenOffice
8.0
Microsoft Dynamics 365
Project Financial Performance Analysis
24SevenOffice
8.0
Microsoft Dynamics 365
Project Financials Dashboard
24SevenOffice
6.0
Microsoft Dynamics 365
Real-time Financial Reporting
24SevenOffice
7.0
Microsoft Dynamics 365
Embedded Business Intelligence
24SevenOffice
6.0
Microsoft Dynamics 365
Project Planning Collaboration
24SevenOffice
7.5
Microsoft Dynamics 365

Project Execution Management

24SevenOffice
7.4
Microsoft Dynamics 365
Project Planning and Scheduling
24SevenOffice
8.0
Microsoft Dynamics 365
Project Manager Dashboard
24SevenOffice
7.5
Microsoft Dynamics 365
Resource Manager Dashboard
24SevenOffice
8.0
Microsoft Dynamics 365
Task Insight for Project Managers
24SevenOffice
7.5
Microsoft Dynamics 365
Project Manager Mobile Functionality
24SevenOffice
6.0
Microsoft Dynamics 365
Team Member Task Collaboration
24SevenOffice
7.0
Microsoft Dynamics 365
Team Member Mobile Functionality
24SevenOffice
5.5
Microsoft Dynamics 365
Project Candidate Search
24SevenOffice
7.0
Microsoft Dynamics 365
Project Candidate Comparison and Analysis
24SevenOffice
6.5
Microsoft Dynamics 365
Defineable Resource Pools
24SevenOffice
9.0
Microsoft Dynamics 365
Defineable Resource Pools
24SevenOffice
7.0
Microsoft Dynamics 365
Talent Profiles
24SevenOffice
7.0
Microsoft Dynamics 365
Real-Time Project Reporting
24SevenOffice
8.5
Microsoft Dynamics 365
Absence Management
24SevenOffice
8.0
Microsoft Dynamics 365
Product Lifecycle Management
24SevenOffice
8.0
Microsoft Dynamics 365

Grants Management

24SevenOffice
7.4
Microsoft Dynamics 365
Award Lifecycle Management
24SevenOffice
8.0
Microsoft Dynamics 365
Spending Control
24SevenOffice
6.5
Microsoft Dynamics 365
Indirect Cost Management
24SevenOffice
7.5
Microsoft Dynamics 365
Billing
24SevenOffice
7.5
Microsoft Dynamics 365

Procurement

24SevenOffice
6.8
Microsoft Dynamics 365
Sourcing Team Collaboration
24SevenOffice
8.0
Microsoft Dynamics 365
Sourcing Analysis
24SevenOffice
7.0
Microsoft Dynamics 365
Bids Analyzed and Compared
24SevenOffice
7.0
Microsoft Dynamics 365
Catalog Shopping E-Commerce for Employees
24SevenOffice
6.5
Microsoft Dynamics 365
Contract Authoring
24SevenOffice
7.5
Microsoft Dynamics 365
Contract Compliance Management
24SevenOffice
6.5
Microsoft Dynamics 365
Contract History
24SevenOffice
5.5
Microsoft Dynamics 365
Contract Renewal Automation
24SevenOffice
7.5
Microsoft Dynamics 365
Contract Repository
24SevenOffice
6.5
Microsoft Dynamics 365
Contract Standardization and Enforcement
24SevenOffice
6.0
Microsoft Dynamics 365
Electronic Signatures
24SevenOffice
7.0
Microsoft Dynamics 365
Invoice Automated Matching
24SevenOffice
8.5
Microsoft Dynamics 365
Purchasing Risk and Compliance Management
24SevenOffice
7.5
Microsoft Dynamics 365
Requisitions-to-Purchase Orders Integrated
24SevenOffice
6.0
Microsoft Dynamics 365
Spend Compliance Management
24SevenOffice
6.5
Microsoft Dynamics 365
Supplier Assessment
24SevenOffice
7.5
Microsoft Dynamics 365
Supplier Communication and Collaboration
24SevenOffice
7.5
Microsoft Dynamics 365
Supplier Management
24SevenOffice
5.5
Microsoft Dynamics 365
Supplier Portal
24SevenOffice
6.0
Microsoft Dynamics 365

Risk Management

24SevenOffice
6.9
Microsoft Dynamics 365
Risk Repository
24SevenOffice
7.0
Microsoft Dynamics 365
Control Management
24SevenOffice
8.0
Microsoft Dynamics 365
Control Mapping
24SevenOffice
5.5
Microsoft Dynamics 365
Control Efficiency Assessments
24SevenOffice
7.0
Microsoft Dynamics 365
Automated Control Assessments
24SevenOffice
7.5
Microsoft Dynamics 365
Assessment Capture
24SevenOffice
6.5
Microsoft Dynamics 365
Issue Detection
24SevenOffice
7.0
Microsoft Dynamics 365
Automatic Notification
24SevenOffice
8.0
Microsoft Dynamics 365
Remediation and Certification
24SevenOffice
5.5
Microsoft Dynamics 365

Logistics

24SevenOffice
7.0
Microsoft Dynamics 365
Transportation Planning and Optimization
24SevenOffice
7.5
Microsoft Dynamics 365
Transportation Sourcing Management
24SevenOffice
5.5
Microsoft Dynamics 365
Transportation Process Integration
24SevenOffice
7.0
Microsoft Dynamics 365
Transportation Execution Management
24SevenOffice
7.0
Microsoft Dynamics 365
Freight Payment Automation
24SevenOffice
8.5
Microsoft Dynamics 365
Trade Management
24SevenOffice
6.0
Microsoft Dynamics 365
Trade Regulatory Compliance Management
24SevenOffice
8.0
Microsoft Dynamics 365
Customs Entry Management
24SevenOffice
6.0
Microsoft Dynamics 365
Customs Document Management
24SevenOffice
7.5
Microsoft Dynamics 365
Customs Document Collaboration
24SevenOffice
8.0
Microsoft Dynamics 365
Fulfillment Management
24SevenOffice
6.0
Microsoft Dynamics 365
Inventory Visibility
24SevenOffice
9.0
Microsoft Dynamics 365
Warehouse Workforce Management
24SevenOffice
5.0
Microsoft Dynamics 365

Manufacturing

24SevenOffice
6.7
Microsoft Dynamics 365
Production Process Design
24SevenOffice
8.5
Microsoft Dynamics 365
Supply Chain Business Flows
24SevenOffice
7.0
Microsoft Dynamics 365
Production Management
24SevenOffice
8.0
Microsoft Dynamics 365
Contracted Manufacturing Management
24SevenOffice
5.5
Microsoft Dynamics 365
Configuration Management
24SevenOffice
6.5
Microsoft Dynamics 365
Work Definition
24SevenOffice
5.5
Microsoft Dynamics 365
Work Execution
24SevenOffice
7.5
Microsoft Dynamics 365
Advanced Fulfillment
24SevenOffice
6.5
Microsoft Dynamics 365
Manufacturing Costs
24SevenOffice
5.5
Microsoft Dynamics 365

Supply Chain

24SevenOffice
7.9
Microsoft Dynamics 365
Forecasting
24SevenOffice
8.0
Microsoft Dynamics 365
Inventory Planning
24SevenOffice
9.0
Microsoft Dynamics 365
Multi-tier Supply Chain Planning
24SevenOffice
6.5
Microsoft Dynamics 365
Performance Monitoring
24SevenOffice
8.0
Microsoft Dynamics 365

Product Lifecycle Management

24SevenOffice
7.4
Microsoft Dynamics 365
Ideation Management
24SevenOffice
8.0
Microsoft Dynamics 365
Requirements Management
24SevenOffice
6.0
Microsoft Dynamics 365
Proposal Management
24SevenOffice
5.0
Microsoft Dynamics 365
Innovation Portfolio Management
24SevenOffice
7.0
Microsoft Dynamics 365
Product Master Data Management
24SevenOffice
8.5
Microsoft Dynamics 365
Vendor Portal
24SevenOffice
8.0
Microsoft Dynamics 365
Project Portfolio Management
24SevenOffice
9.5
Microsoft Dynamics 365

Sales Force Automation

24SevenOffice
Microsoft Dynamics 365
8.3
Customer data management / contact management
24SevenOffice
Microsoft Dynamics 365
8.5
Workflow management
24SevenOffice
Microsoft Dynamics 365
8.2
Territory management
24SevenOffice
Microsoft Dynamics 365
8.2
Opportunity management
24SevenOffice
Microsoft Dynamics 365
8.6
Integration with email client (e.g., Outlook or Gmail)
24SevenOffice
Microsoft Dynamics 365
8.6
Contract management
24SevenOffice
Microsoft Dynamics 365
7.9
Quote & order management
24SevenOffice
Microsoft Dynamics 365
7.7
Interaction tracking
24SevenOffice
Microsoft Dynamics 365
8.3
Channel / partner relationship management
24SevenOffice
Microsoft Dynamics 365
8.3

Customer Service & Support

24SevenOffice
Microsoft Dynamics 365
8.3
Case management
24SevenOffice
Microsoft Dynamics 365
8.8
Call center management
24SevenOffice
Microsoft Dynamics 365
7.9
Help desk management
24SevenOffice
Microsoft Dynamics 365
8.3

Marketing Automation

24SevenOffice
Microsoft Dynamics 365
7.8
Lead management
24SevenOffice
Microsoft Dynamics 365
7.9
Email marketing
24SevenOffice
Microsoft Dynamics 365
7.7

CRM Project Management

24SevenOffice
Microsoft Dynamics 365
7.6
Task management
24SevenOffice
Microsoft Dynamics 365
7.7
Billing and invoicing management
24SevenOffice
Microsoft Dynamics 365
7.7
Reporting
24SevenOffice
Microsoft Dynamics 365
7.3

CRM Reporting & Analytics

24SevenOffice
Microsoft Dynamics 365
7.6
Forecasting
24SevenOffice
Microsoft Dynamics 365
6.8
Pipeline visualization
24SevenOffice
Microsoft Dynamics 365
8.4
Customizable reports
24SevenOffice
Microsoft Dynamics 365
7.6

Social CRM

24SevenOffice
Microsoft Dynamics 365
7.9
Social data
24SevenOffice
Microsoft Dynamics 365
7.9
Social engagement
24SevenOffice
Microsoft Dynamics 365
8.0

Integrations with 3rd-party Software

24SevenOffice
Microsoft Dynamics 365
7.7
Marketing automation
24SevenOffice
Microsoft Dynamics 365
8.0
Compensation management
24SevenOffice
Microsoft Dynamics 365
7.4

Platform

24SevenOffice
Microsoft Dynamics 365
7.7
Mobile access
24SevenOffice
Microsoft Dynamics 365
7.7

Pros

24SevenOffice

  • 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.
Clinton Verley profile photo

Microsoft Dynamics 365

  • 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.
No photo available

Cons

24SevenOffice

  • 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.
Clinton Verley profile photo

Microsoft Dynamics 365

  • 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.
Christina Bayley profile photo

Likelihood to Renew

24SevenOffice

No score
No answers yet
No answers on this topic

Microsoft Dynamics 365

Microsoft Dynamics 365 7.9
Based on 19 answers
CRM systems are critical to our business, and the amount of time and effort devoted to implementing a new product is the main reason that I think we will stay with Microsoft Dynamics CRM. We are happy with many aspects of the product as-is, and hopeful that continued updates/versions will provide any additional features/functionality that we have on our wish list.
Debbie Bovee profile photo

Usability

24SevenOffice

No score
No answers yet
No answers on this topic

Microsoft Dynamics 365

Microsoft Dynamics 365 9.5
Based on 7 answers
Almost perfect - looking forward to seeing D365 in action in the coming months
Rich Mephan profile photo

Support

24SevenOffice

No score
No answers yet
No answers on this topic

Microsoft Dynamics 365

Microsoft Dynamics 365 10.0
Based on 1 answer
Our partner, Ledgeview Partners has been FANTASTIC to work with. They are always timely in their response and have taken time to understand our business and our specific needs. We've made a lot of advanced customizations and they have been a great help in making those updates.
Todd Jankowski profile photo

Implementation

24SevenOffice

No score
No answers yet
No answers on this topic

Microsoft Dynamics 365

Microsoft Dynamics 365 9.2
Based on 4 answers
Highly recommended for any Sales Team that has 10 or more persons
Chris Farias profile photo

Alternatives Considered

24SevenOffice

We selected 24SevenOffice because the vendor made a lot of promises and demos related to network uptime and features. None of this ended up being exactly correct in real life. I have never used any other PM software so I can't really speak to how it compares in a lot of those ways.
Clinton Verley profile photo

Microsoft Dynamics 365

I previously have used several systems that together did what Microsoft Dynamics does alone. At a previous company I used an applicant tracking system, HR management system, and we had digital files for each employee. At my current position, all these capabilities are available in one place, which is the most effective use of my time.
Madelin Jaen profile photo

Return on Investment

24SevenOffice

  • 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.
Clinton Verley profile photo

Microsoft Dynamics 365

  • 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.
Madelin Jaen profile photo

Pricing Details

24SevenOffice

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

Microsoft Dynamics 365

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Add comparison