Adobe Workfront, acquired by Adobe in late 2020, is a web-based project-management tool. It is designed for both IT and marketing teams, but can be implemented for any kind of project. Workfront offers all the features standard to project management platforms, as well as resource allocation, automation, and agile workflow.
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Microsoft Dynamics 365
Score 8.0 out of 10
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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.
Adobe Workfront offers a more organized UI with more personalization options. The approval and proofing flows are more convenient for us as we produce much of our creative work using other Adobe products. Overall, Workfront offers a clean and streamlined user experience that …
Workfront enables us to manage all our projects effectively while providing a comprehensive overview of team resources. The Resource Planner helps the team identify their capacity to determine whether they are over- or under-allocated. This information is crucial for project planning and ensuring team members do not experience burnout.
Provides our company access to manage and customize the folds tailored to our needs. We needed to have certain paragraphs on certain paperwork per customer. MD 365 has those options to customize where needed and remove when not. The system is easy to navigate, and training can be done in a matter of days, even without prior knowledge of the system or similar systems.
Best to use for AP - like in our organization, there are plenty of AP bills, so with Dynamics, we can quickly enter the same into the Excel utility, which means CSV-based upload, and then we can easily upload the same to the software. It's a time saver.
Best for Bank reconciliation - MS Dynamics makes Bank reconciliation easy. Banks can easily sync with software and easily get reconciled.
Generating invoices to customers and directly sending them to their inbox is easy with this software.
Small learning curve, obviously. You won't figure this out in a day, a week, or even a month. But given time, you can learn to be an expert. Or you can always get a consultant or hire in somebody. But learning the tool isn't out of the questions by any means.
Licensing can be confusing at times and isn't cheap, but it is cheaper than Salesforce. Plus no additional fees for data calls to better integrate your D365 CE data with other systems.
The Classic user interface left a bit to be desired, but now with the much-improved Unified Interface, the web client and the mobile client look the same, much more modern, and have more flexibility and power behind them for customizers as well.
All that I've said already is why. I suppose the clearest way to say it is that at this point? I cannot imagine running the 300+ active projects in eMarketing without AtTask; it simply wouldn't be possible and even more; I wouldn't imagine why we'd try to find an alternative tool when we have one meeting our needs.
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.
Workfront is overly complex, but it is functional as a tool to keep track of projects. It is a shame that sometimes it takes a lot of clicks to find anything. Workfront is slowly modernizing its interface but at the same time, hides certain information away thus making the experience feels worse.
The usability is easily adopted for users familiar with other Microsoft products. Dynamics 365 has several interfaces that cross over browsers and tablets. These multiple interfaces will be phased out and updated to a single unified interface eventually to provide the same usability across all devices. The backend configurations is slowly improving with the introduction of PowerApps compared to pre-D365 Online versions
Maintenance is required, but usually after work hours, Some days the proofing tool function is not operational, but this is a new function of the tool that WF is working out. the kinks on. Chrome is the best browser to use the system in and we find Firefox and Explorer lose some view functionality - Gantt Chart, Resource Grid
Workfront's performance has been very good. Everything always feels very fast and snappy in my experience. We have integrated it with custom scripts to create folder structure for media managing our projects. It works very well.
I know that this particular company has it's own Adobe Workfront employee that builds out things they need from the software, and meets with them regularly to troubleshoot. I'm not part of this process, but it's refreshing to see Adobe provide this level of customer service to people, and they're expedient.
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.
The training is very easy to use and you can simply choose the topics included in the course(s) that are most important to your training needs. After each training course, you are tested on what you have learned. If you need a refresher course, they provide Course Catalogs as well as instructor-led courses & workshops.
Most people learn as you go, a lot of this stuff requires trial and error throughout so my suggestion is to provide as much information in the upfront and keep it as simple as possible. You can add other tools and features as you go but everyone should have the basics down so no bad habits can start to develop. Be persistent with everyone, and don't be afraid to correct and talk through steps again so everyone is on the same page
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.
It's been a while since I've used another time and resource management platform, but I would say that Adobe Workfront takes the cake. Its newly refreshed user interface is simple to navigate, whereas other platforms can be quite confusing when "drilling down" on a project. Also, Adobe Workfront has features that I have not seen in other platforms, including collaboration capabilities and the ability to upload a document as proof so it can be reviewed for grammar, consistency, formatting, etc., before being presented or sent to a client.
Microsoft Dynamics was part of a system overhaul for a local school, and we looked at many products. If we had used it for a company with low turnover, then it might have been more feasible. They needed something a new person could learn quickly, someone who might also be learning marketing terms at the same time - especially if there is nobody to train the individual now expected to know the system. Similar issues occurred with all of these programs (we called it being too big for their britches), and one of the bigger things we liked was that it is more compatible with MS Office products in both technical and visual appeal. If you have a steady employees who use a CRM consistently, low turnover, and those who are very familiar with Office products, Dynamics would be the smartest option for you. Unfortunately, this was just not true for the school environment
As I stated earlier, I didn't have to pay for Workfront myself- I'm a user under a large organization. I know it's not cheap to implement, I don't know how the price scales for a small-business, but I do like the product enough that I'm going to look into it in the future for my own company.
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.
We have been using Workfront for about 3 years. During this time they continue to be a very stable project management system. Workfront's overall scalability is able to handle increased loads of work. When using Workfront for a project management tool for the web team, we store documents, images & video's without any issues. They work with their customer's to provide the best project management system in the market today! I highly recommend Workfront for all project management needs. Workfront strives to deliver unique technology solutions to growing companies!
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.
For those without a centralized, all in one solution for major HR, Finance and other departments, Microsoft Dynamics 365 has vastly improved employee time utilization and profit.
Migrating clients from on-premise to the cloud has reaped benefits including better security, no unscheduled downtime and frequent updates to functionality.
Those transferring from cheaper solutions have lost money in the aim to be better integrated with other Microsoft products and AI they don't really utilize.
