ADAPTcrm vs. Microsoft Dynamics 365

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
ADAPTcrm
Score 7.3 out of 10
N/A
ADAPTcrm is an integrated customer relationship management (CRM) designed specifically for mid-sized manufacturers and distributors.N/A
Microsoft Dynamics 365
Score 7.8 out of 10
N/A
Microsoft Dynamics 365 is a CRM providing sales, marketing, and service functionality. It is offered as SaaS and on-premise. Dynamics 365 is part of the larger Dynamics suite of business intelligence and ERP products.
$44
per month
Pricing
ADAPTcrmMicrosoft Dynamics 365
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
ADAPTcrmMicrosoft Dynamics 365
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Features
ADAPTcrmMicrosoft Dynamics 365
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
ADAPTcrm
9.0
3 Ratings
16% above category average
Microsoft Dynamics 365
7.9
69 Ratings
3% above category average
Customer data management / contact management8.73 Ratings8.868 Ratings
Workflow management9.73 Ratings7.266 Ratings
Territory management8.73 Ratings8.150 Ratings
Opportunity management8.73 Ratings8.362 Ratings
Integration with email client (e.g., Outlook or Gmail)9.03 Ratings7.565 Ratings
Contract management9.03 Ratings8.351 Ratings
Quote & order management9.73 Ratings8.347 Ratings
Interaction tracking8.43 Ratings7.159 Ratings
Channel / partner relationship management9.03 Ratings7.450 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
ADAPTcrm
9.2
3 Ratings
20% above category average
Microsoft Dynamics 365
7.0
54 Ratings
7% below category average
Case management9.73 Ratings7.950 Ratings
Call center management9.03 Ratings8.044 Ratings
Help desk management9.03 Ratings4.948 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
ADAPTcrm
8.9
3 Ratings
16% above category average
Microsoft Dynamics 365
7.7
66 Ratings
2% above category average
Lead management9.03 Ratings8.360 Ratings
Email marketing8.73 Ratings7.261 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
ADAPTcrm
9.1
3 Ratings
18% above category average
Microsoft Dynamics 365
7.7
63 Ratings
2% above category average
Task management9.73 Ratings7.358 Ratings
Billing and invoicing management8.73 Ratings7.443 Ratings
Reporting9.03 Ratings8.352 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
ADAPTcrm
9.1
3 Ratings
18% above category average
Microsoft Dynamics 365
8.8
64 Ratings
15% above category average
Forecasting9.03 Ratings9.154 Ratings
Pipeline visualization8.73 Ratings9.160 Ratings
Customizable reports9.73 Ratings8.363 Ratings
Customization
Comparison of Customization features of Product A and Product B
ADAPTcrm
8.7
3 Ratings
14% above category average
Microsoft Dynamics 365
7.8
66 Ratings
3% above category average
Custom fields8.73 Ratings8.265 Ratings
Custom objects8.43 Ratings8.060 Ratings
Scripting environment8.73 Ratings8.247 Ratings
API for custom integration9.02 Ratings6.651 Ratings
Security
Comparison of Security features of Product A and Product B
ADAPTcrm
9.1
3 Ratings
9% above category average
Microsoft Dynamics 365
7.8
61 Ratings
7% below category average
Single sign-on capability9.03 Ratings8.355 Ratings
Role-based user permissions9.23 Ratings7.456 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
ADAPTcrm
8.7
3 Ratings
18% above category average
Microsoft Dynamics 365
7.8
36 Ratings
7% above category average
Social data9.03 Ratings8.335 Ratings
Social engagement8.43 Ratings7.436 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
ADAPTcrm
8.9
3 Ratings
22% above category average
Microsoft Dynamics 365
7.4
55 Ratings
3% above category average
Marketing automation9.03 Ratings7.455 Ratings
Compensation management8.72 Ratings7.428 Ratings
Platform
Comparison of Platform features of Product A and Product B
ADAPTcrm
8.7
2 Ratings
15% above category average
Microsoft Dynamics 365
8.3
47 Ratings
10% above category average
Mobile access8.72 Ratings8.347 Ratings
Best Alternatives
ADAPTcrmMicrosoft Dynamics 365
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.2 out of 10
Creatio
Creatio
Score 9.2 out of 10
Enterprises
Creatio
Creatio
Score 9.2 out of 10
Creatio
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Score 9.2 out of 10
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User Ratings
ADAPTcrmMicrosoft Dynamics 365
Likelihood to Recommend
9.0
(3 ratings)
7.8
(88 ratings)
Likelihood to Renew
-
(0 ratings)
8.0
(20 ratings)
Usability
9.0
(2 ratings)
8.0
(18 ratings)
Support Rating
9.0
(2 ratings)
7.9
(11 ratings)
Online Training
-
(0 ratings)
7.5
(2 ratings)
Implementation Rating
-
(0 ratings)
9.2
(4 ratings)
Contract Terms and Pricing Model
-
(0 ratings)
3.9
(3 ratings)
Professional Services
-
(0 ratings)
9.0
(1 ratings)
User Testimonials
ADAPTcrmMicrosoft Dynamics 365
Likelihood to Recommend
ADAPT Software Applications, Inc.
We have been using Adapt for almost a year or more and it is the best CRM solution and has helped us in saving our time and also in finding various contacts from our LinkedIn connections. It enabled us to grow our network by connecting us to the market for our products. when it comes to its price its subscription rate is quite high and it gets buggy sometimes.
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Microsoft
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
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Pros
ADAPT Software Applications, Inc.
  • It provides a nice, single package of multiple features as in all in one solution business program. It can be used to help run many operations in an organization.
  • ADAPTcrm provides a fairly robust interface that can be individually tailored to each user, making it a bit more personable.
  • The program can be linked into other systems like Outlook which can alleviate the need for manual entry of contacts.
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Microsoft
  • 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.
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Cons
ADAPT Software Applications, Inc.
  • Sometimes in the middle of work, it logs us out and it needs to be fixed as it is annoying.
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Microsoft
  • 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.
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Likelihood to Renew
ADAPT Software Applications, Inc.
No answers on this topic
Microsoft
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.
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Usability
ADAPT Software Applications, Inc.
Adapt CRM is the perfect tool for everyone looking for the solution to manage customer relations. It has proved itself as a time saver and we can focus on other parts of our organization too without any compromise on our customer relations. It has many features for customization. Additionally, its customer service is so good and helpful and unlike other software of this kind, we have found it quite user-friendly.
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Microsoft
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.
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Support Rating
ADAPT Software Applications, Inc.
CRM solutions are always meant to strengthen client relationships and ADAPTcrm has helped us in achieving one of our business objectives of strengthening our bond with our clients.
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Microsoft
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.
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Implementation Rating
ADAPT Software Applications, Inc.
No answers on this topic
Microsoft
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.
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Alternatives Considered
ADAPT Software Applications, Inc.
ADAPTcrm is a bit different than other programs with similar feature sets. It offers a more well-rounded set of features that can be beneficial for an organization looking for an in all-in-one solution without much customization. On the other hand, if customization or changes are needed, the costs can be increased greatly with the need for developers or support from the company. Some CRM solutions may require a great deal of programming which ADAPTcrm does not necessarily need, potentially saving a great deal of time in implementation.
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Microsoft
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.
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Contract Terms and Pricing Model
ADAPT Software Applications, Inc.
No answers on this topic
Microsoft
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.
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Professional Services
ADAPT Software Applications, Inc.
No answers on this topic
Microsoft
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.
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Return on Investment
ADAPT Software Applications, Inc.
  • It has resulted in growth of our company.
  • It has enabled to make more connections in market.
  • It has proved as a time saver for us.
  • Its cost has a major negative impact on us.
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Microsoft
  • 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
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