What users are saying about
37 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener'>Customer Verified: Read more.</a>
Top Rated
753 Ratings
37 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.7 out of 100

Microsoft Dynamics 365

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener'>Customer Verified: Read more.</a>
Top Rated
753 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 7.7 out of 100

Feature Set Ratings

    Sales Force Automation

    Accelo

    Feature Set Not Supported
    N/A
    8.5

    Microsoft Dynamics 365

    85%
    Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) ranks higher in 9/9 features

    Customer data management / contact management

    N/A
    0 Ratings
    8.1
    81%
    69 Ratings

    Workflow management

    N/A
    0 Ratings
    7.8
    78%
    67 Ratings

    Territory management

    N/A
    0 Ratings
    8.2
    82%
    51 Ratings

    Opportunity management

    N/A
    0 Ratings
    8.9
    89%
    63 Ratings

    Integration with email client (e.g., Outlook or Gmail)

    N/A
    0 Ratings
    9.3
    93%
    66 Ratings

    Contract management

    N/A
    0 Ratings
    8.2
    82%
    52 Ratings

    Quote & order management

    N/A
    0 Ratings
    8.8
    88%
    48 Ratings

    Interaction tracking

    N/A
    0 Ratings
    8.6
    86%
    61 Ratings

    Channel / partner relationship management

    N/A
    0 Ratings
    8.4
    84%
    51 Ratings

    Customer Service & Support

    Accelo

    Feature Set Not Supported
    N/A
    7.7

    Microsoft Dynamics 365

    77%
    Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) ranks higher in 3/3 features

    Case management

    N/A
    0 Ratings
    7.7
    77%
    51 Ratings

    Call center management

    N/A
    0 Ratings
    8.2
    82%
    45 Ratings

    Help desk management

    N/A
    0 Ratings
    7.3
    73%
    50 Ratings

    Marketing Automation

    Accelo

    Feature Set Not Supported
    N/A
    8.0

    Microsoft Dynamics 365

    80%
    Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) ranks higher in 2/2 features

    Lead management

    N/A
    0 Ratings
    8.7
    87%
    61 Ratings

    Email marketing

    N/A
    0 Ratings
    7.2
    72%
    62 Ratings

    CRM Project Management

    Accelo

    Feature Set Not Supported
    N/A
    8.3

    Microsoft Dynamics 365

    83%
    Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) ranks higher in 3/3 features

    Task management

    N/A
    0 Ratings
    8.4
    84%
    59 Ratings

    Billing and invoicing management

    N/A
    0 Ratings
    8.3
    83%
    44 Ratings

    Reporting

    N/A
    0 Ratings
    8.1
    81%
    53 Ratings

    CRM Reporting & Analytics

    Accelo

    Feature Set Not Supported
    N/A
    8.4

    Microsoft Dynamics 365

    84%
    Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) ranks higher in 3/3 features

    Forecasting

    N/A
    0 Ratings
    8.9
    89%
    55 Ratings

    Pipeline visualization

    N/A
    0 Ratings
    7.9
    79%
    61 Ratings

    Customizable reports

    N/A
    0 Ratings
    8.6
    86%
    64 Ratings

    Customization

    Accelo

    Feature Set Not Supported
    N/A
    7.9

    Microsoft Dynamics 365

    79%
    Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) ranks higher in 4/4 features

    Custom fields

    N/A
    0 Ratings
    8.2
    82%
    66 Ratings

    Custom objects

    N/A
    0 Ratings
    8.0
    80%
    62 Ratings

    Scripting environment

    N/A
    0 Ratings
    7.6
    76%
    48 Ratings

    API for custom integration

    N/A
    0 Ratings
    7.6
    76%
    52 Ratings

    Security

    Accelo

    Feature Set Not Supported
    N/A
    8.3

    Microsoft Dynamics 365

    83%
    Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) ranks higher in 2/2 features

    Single sign-on capability

    N/A
    0 Ratings
    8.5
    85%
    56 Ratings

    Role-based user permissions

    N/A
    0 Ratings
    8.1
    81%
    57 Ratings

    Social CRM

    Accelo

    Feature Set Not Supported
    N/A
    7.9

    Microsoft Dynamics 365

    79%
    Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) ranks higher in 2/2 features

    Social data

    N/A
    0 Ratings
    8.0
    80%
    36 Ratings

    Social engagement

    N/A
    0 Ratings
    7.9
    79%
    37 Ratings

    Integrations with 3rd-party Software

    Accelo

    Feature Set Not Supported
    N/A
    8.2

    Microsoft Dynamics 365

    82%
    Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) ranks higher in 2/2 features

    Marketing automation

    N/A
    0 Ratings
    8.4
    84%
    56 Ratings

    Compensation management

    N/A
    0 Ratings
    8.0
    80%
    29 Ratings

    Platform

    Accelo

    Feature Set Not Supported
    N/A
    8.0

    Microsoft Dynamics 365

    80%
    Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) ranks higher in 1/1 features

    Mobile access

    N/A
    0 Ratings
    8.0
    80%
    48 Ratings

    Attribute Ratings

    • Accelo is rated higher in 2 areas: Likelihood to Recommend, Likelihood to Renew
    • Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) is rated higher in 2 areas: Usability, Support Rating

    Likelihood to Recommend

    8.8

    Accelo

    88%
    8 Ratings
    7.8

    Microsoft Dynamics 365

    78%
    89 Ratings

    Likelihood to Renew

    9.0

    Accelo

    90%
    1 Rating
    7.9

    Microsoft Dynamics 365

    79%
    19 Ratings

    Usability

    7.0

    Accelo

    70%
    1 Rating
    7.8

    Microsoft Dynamics 365

    78%
    19 Ratings

    Performance

    10.0

    Accelo

    100%
    2 Ratings

    Microsoft Dynamics 365

    N/A
    0 Ratings

    Support Rating

    7.5

    Accelo

    75%
    5 Ratings
    8.1

    Microsoft Dynamics 365

    81%
    13 Ratings

    Online Training

    Accelo

    N/A
    0 Ratings
    7.5

    Microsoft Dynamics 365

    75%
    2 Ratings

    Implementation Rating

    Accelo

    N/A
    0 Ratings
    9.5

    Microsoft Dynamics 365

    95%
    8 Ratings

    Contract Terms and Pricing Model

    Accelo

    N/A
    0 Ratings
    5.7

    Microsoft Dynamics 365

    57%
    4 Ratings

    Professional Services

    Accelo

    N/A
    0 Ratings
    7.5

    Microsoft Dynamics 365

    75%
    2 Ratings

    Likelihood to Recommend

    Accelo

    Accelo is a system that can do it all. It's extremely sophisticated. Depending on the sophistication of your organization, or specifically the abilities of the people you put in charge of the implementation, it can almost be too sophisticated. It all just depends on your situation. The more you use it, the more data you give it, the more you'll be able to see and do. It's incredibly powerful. But it's definitely not a tool that would be appropriate for smaller boutique type organizations that have only basic needs.
    Charles Fashana, MBA | TrustRadius Reviewer

    Microsoft Dynamics 365

    All told, if it hadn't been for the fact that we were testing it with both employees who knew CRM lingo and those who were new, we wouldn't have found such an issue. The program itself can be very useful for people who already manage CRMs, who know how to use them, who know how to run and manage employees on them, namely because of the "one-stop-shop" concept in data visibility. When it came down to it though, if you have high-turnover, then this product will devolve into only being used for it's base components. Down the middle, we found that the people who'd been in marketing for 4-5 years fell into the product easily because of the way it was written. Everyone before that, with novice experience, thought it was written like a textbook for a graduate class - little to no leeway if you don't happen to know one specific term
    Patrick Stephens | TrustRadius Reviewer

    Pros

    Accelo

    • Timing Client Work: You are able to better manage your time on your clients.
    • Housing Client Info in one Area: You can view all you need for any given client in one area.
    Anonymous | TrustRadius Reviewer

    Microsoft Dynamics 365

    • Some useful out-of-the-box features, like mass uploads of Leads from trade shows or when qualifying a Lead, CRM automatically creates the Opportunity, Contact, and Account for you, etc.
    • Really powerful customizations through the user interface to improve user experience. Things like Business Rules, for example, if Field A = 1, then Field B = 2 and Field C = 2, if Field A = 2, then Field B and Field C don't apply, so automatically hide them.
    • Or other functionality that improves user experience, like Business Process Flows. These walk users step by step through our business process, helping them know when certain actions should take place, and at what point other data is now required. We've used this extensively with our Lead to Opportunity to Quote to Order process, helping users understand the business process each step of the way.
    • Customizations built on top of the platform now called model-driven PowerApps. You can have connections to "typical" data, like Accounts, Contacts, or Opportunities, for example, but then connect that data to custom entities, records that only apply to your specific business. This is all done through the user interface and allows you to customize and automate specific line-of-business applications for your specific needs.
    • Behind the scenes, D365 CE is built on SQL. So the data conforms to industry standards and makes it much easier to interact with. Your developers and IT team will thank you.
    Anonymous | TrustRadius Reviewer

    Cons

    Accelo

    • Accelo is excellent on the adaptation to its deep functionalities.
    • Managing multiple project is very challenging.
    • Not easy to collect multiple reports across platforms.
    Johnson Martins | TrustRadius Reviewer

    Microsoft Dynamics 365

    • Microsoft Dynamics 365 storage & license cost can prohibit some large deployments or even cost-sensitive small projects from using the platform (although I'm certain most deployments would realize a positive ROI if implemented correctly with process automation).
    • The cost and licensing document for Dynamics 365 is 61 pages and will take a rocket scientist to understand it. It's better to just have your Microsoft help estimate the cost if they are willing to help you that.
    • The documentation on how to first fully understand the Out of the Box default solution and settings is lacking or even non-existing. This has the potential to derail Dynamic 365 launches and implementations from the gitgo. Want to use an out of the box entity?.. well it's probably related to 5 other entities that require configuration and full understanding of it to successful implement. And you ask where is the laymen guide or instructions?... User groups and forums. In Summary, Microsoft can up its game in deployment training and supporting documentation.
    • Microsoft needs to incentivize more external platforms to build app connectors for easy integration, such as ZenDesk, Slack, Tableau, etc. Even the current connector apps such as Salesforce, MailChimp, Docusign are useless or don't work at all.
    • Several limitations inhibit successful Dynamics 365 deployments such as: limited number of Rollup field calculations (summarizing fields on child/related records), limited number rows that can exported to Excel via advanced find, Dynamics 365 files, log and database storage size limit is extremely small and will always require purchasing additional storage (for Online deployments).
    • New user buy-in or acceptance or system platform changes can be difficult if a solid change management plan isn't enacted.
    • Don't expect much help from Microsoft on implementation or solutions unless it's a technical flaw with the platform. Microsoft relies on their MVP partner network to consult for implementations at a hefty cost. Hiring a knowledgeable and savvy Dynamics 365 System Administrator can reduce the need for consultant support; of course, this is dependant upon many many variables.
    Justin Pink | TrustRadius Reviewer

    Pricing Details

    Accelo

    General

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

    Starting Price

    $39 per user

    Accelo Editions & Modules

    Edition
    Projects (Per Month on Annual Contract)$391
    Sales (Per Month on Annual Contract)$391
    Retainers (Per Month on Annual Contract)$391
    Service (Per Month on Annual Contract)$391
    ServOps (Per Month on Annual Contract)$791
    1. per user
    Additional Pricing Details
    ServOps is the all-in-one solution which includes Projects, Retainers, Sales and Service together.

    Microsoft Dynamics 365

    General

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

    Starting Price

    $44 per month

    Microsoft Dynamics 365 Editions & Modules

    Additional Pricing Details

    Likelihood to Renew

    Accelo

    Accelo 9.0
    Based on 1 answer
    Looking forward to seeing more refinement of features provided and upcoming features promised :)
    Brendon O'Sullivan | TrustRadius Reviewer

    Microsoft Dynamics 365

    Microsoft Dynamics 365 7.9
    Based on 19 answers
    CRM has allowed us to keep all of our data in one place that is easy for all users within the company to view. I came into the company after they had been using CRM for about 4 years. They have all said that since we have used this it has helped us control work processes better, it has allowed us to be able to track things so much better, and has been something that has helped unite many processes that used to be all over the place.We are currently using CRM 4.0 and are planning on upgrading in the next 18 months to the 2011 version. Support for 4.0 is almost all but dried up. Understandably so. Some of the customization we have done, and a plugins we use, are now contained within the 2011 version so we are looking forward to that upgrade.We use an email marketing company as well, and they primarily support the 2011 version, but their product connects and is integrated within CRM. This is a great benefit as well so that all of our marketing information can be contained in one location.
    Chris Jensen | TrustRadius Reviewer

    Usability

    Accelo

    Accelo 7.0
    Based on 1 answer
    No answer on this topic is available.

    Microsoft Dynamics 365

    Microsoft Dynamics 365 7.8
    Based on 19 answers
    My review can help others to choose the correct CRM like Microsoft Dynamics 365 CRM. I see lots of great things in Microsoft Dynamics 365 that make your business easy and smooth also MS allows users to customize the software according to their needs. So Thought I should share my experience with others.
    Mohd Nazish | TrustRadius Reviewer

    Support Rating

    Accelo

    Accelo 7.5
    Based on 5 answers
    From the beginning the Accelo team has been very invested in ensuring our success and overall happiness with the platform. The initial implementation specialists and trainers did a fairly good job of learning our company and needs, and tried to tailor the trainings accordingly. However, once we made the formal switch to the platform, meaning we no longer were using our legacy systems, we found that we had a lot of questions....and a lot of ideas and recommendations. The support team is extremely responsive and seemingly happy to receive our continual feedback. And if we encounter an issue that seems to be a system issue, they work diligently to fix it (we've actually had an engineer join a call with us to learn of the issue - and subsequently fix it)
    Charles Fashana, MBA | TrustRadius Reviewer

    Microsoft Dynamics 365

    Microsoft Dynamics 365 8.1
    Based on 13 answers
    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 | TrustRadius Reviewer

    Implementation Rating

    Accelo

    No score
    No answers yet
    No answers on this topic

    Microsoft Dynamics 365

    Microsoft Dynamics 365 9.5
    Based on 8 answers
    We used a data warehouse to house our data, and our IT team and implementation vendor worked diligently ahead of time to construct idea implementation plans. Out of millions of records- we had less than a dozen errors, which is remarkable. My major insight is simply having a group of completely devoted individuals working towards your goal who fully understand the desired outcome. Focused resources for implementation season are critical to success.
    Sara Tsoodle | TrustRadius Reviewer

    Alternatives Considered

    Accelo

    Accelo doesn't really exceed any competitors in any one area of their product, but in 2015 when we made the move this was the best option that included all the tools we wanted. However, user adoption was low in some areas due to the UI, so we scaled back Accelo and added other tools.
    Ryan Freeman | TrustRadius Reviewer

    Microsoft Dynamics 365

    Salesforce has more desirable functions than Microsoft Dynamics 365, at a competitive price. Its user interface is far more superior, it has more customization, easier customization, and out of the box it is more pleasing to the eye and to the end user. If the client doesn't have a deep-rooted connection with Microsoft I wouldn't leap to Dynamics 365.
    Alexander Cooper | TrustRadius Reviewer

    Contract Terms and Pricing Model

    Accelo

    No score
    No answers yet
    No answers on this topic

    Microsoft Dynamics 365

    Microsoft Dynamics 365 5.7
    Based on 4 answers
    On our purchase, I'd been interrogated about our usage. Our needs are met by Microsoft Dynamics 365, which is simple to use. With so much data and information available, we must ensure that it is presented correctly to managers. Due to a lack of use, we don't have to spend as much money on Salesforce.
    Mst Rahima Khatun | TrustRadius Reviewer

    Professional Services

    Accelo

    No score
    No answers yet
    No answers on this topic

    Microsoft Dynamics 365

    Microsoft Dynamics 365 7.5
    Based on 2 answers
    My company's preferred program right now is Microsoft Dynamics 365. We use it to keep track of customers and important sales metrics in a streamlined manner. Anyone familiar with CRMs will find the tool extremely useful. Considering that we have a good turnover, this product will be used for its basic segments. As a result, there are few chances of error with Microsoft dynamics because it is so easy to use. Many options for recording data on these leads are available. It meets our needs and pays off.
    Mst Rahima Khatun | TrustRadius Reviewer

    Return on Investment

    Accelo

    • It substantially reduced the number of systems we use to run our business.
    • It reduced the need to train our staff on a variety of platforms.
    • It gave us the ability to have a client-facing portal that directly integrates with our backend systems.
    Chris Osterhout | TrustRadius Reviewer

    Microsoft Dynamics 365

    • It is hard to say, the reason why we are using Microsoft Dynamics CRM is because it is provided to us for free.
    • It could be worthwhile to investigate whether an alternative CRM (even though paid) can be used to boost the ROI
    Anonymous | TrustRadius Reviewer

    Screenshots

    Microsoft Dynamics 365

    Add comparison