Acumatica 5.0 vs Microsoft Dynamics SL

• Expense reporting: Available both on the desktop and app versions, it has allowed our team members to reduce almost all paper in the expense reporting process, streamline approvals, and reduced time from submission to final payment.
• CRM: Managing customer information in a single place, accessible to all. Connecting customer accounts to opportunities allow us to quickly see the overall value of an account from past, current and future opportunities.
• Financial: Drill downs in reporting allows quick and easy access to address questions on individual transactions affecting financial performance. Drill downs are also protected by permissions and roles to ensure people only have access to information relevant to them.

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• Provides flexibility for complex project based cost accounting
• Strong and flexible allocation processer for cost allocations, markups, and pricing
• A "Flexible Billing" module under the project controller series that allows for multiple billing formats ranging from fixed price schedule of values, T&M or Cost Plus, and scheduled billing.
• Flexible reporting with options using Crystal Reports, SSRS, a Quick Query tool, and ability to tie into MS Office tools such as MS Access and MS Excel
• Tight integration with Financials, but also the ability to integrate with modules such as Sales Order, Inventory, and Field Service
• Customization abilities ranging from a VBA (visual basic for application) foundation to allow customizing existing forms to the ability to use the SDK (Software Development Kit) to build more complex customizations that integrate with Dynamics SL.

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• Email integration: Horribly clunky, requires users to share email password with Acumatica to allow use of outbound emails. Should be using a more secure method like access tokens.
• Expense approval process: Once expense claims are approved, approvers (depending on role) can no longer see the approved/denied claims. Denial of claims requires a manual email/call to submitter instructing them to correct and resubmit the claim.
• CRM: Allow for tracking of cases by the opportunity in addition to business accounts. This would allow for more accurate tracking of issues related to specific opportunities.

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• Incorporate some functionality provided by third party products into the core product.
• Since Dynamics SL has strong multi company capabilities, incorporate functions to secure projects within a company to certain groups.
• Improve the budgeting, forecasting, and change order interfaces so that the tools are more online.
• Improve the forecasting capabilities to include more robust and integrated tie in to the project EAC/ETC (Estimate at Completion/Estimate to Complete) numbers. This would allow project revenue/margin/cash forecasting.
• Expand on the subtask concept
• Improve the interface for multi level rate entry for pricing and cost allocations such that more security can be applied and reduce risk of inadvertent changes.

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• Better communication and collaboration on customer accounts through the CRM.
• Improved month-end close time and more up to date financial information.
• Slow to implement has been frustrating for the team and has been more expensive than anticipated.

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• More time is spent on manipulating reports which can and should be automated.
• Lack of electronic invoicing process and other green technology features creates more cost on printing and storage costs.
• The lack of a user friendly interface requires more training and a bigger learning curve for staff.

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