What users are saying about
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Top Rated
234 Ratings
Top Rated
612 Ratings

Anaplan

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Top Rated
234 Ratings
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Score 8.8 out of 100
Top Rated
612 Ratings
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Score 7.9 out of 100

Likelihood to Recommend

Anaplan

Anaplan is great for collaborative planning and complex business models that require frequent updates and quick feedback. Ease of use, ease of development, deployment & maintenance accelerates business adoptionIt's not a great reporting or analytics tool. Limited model sizes limit the capability to capture large data sets and need for Data Warehouse for plan over plan & historic analysis and reporting
Rama Narravula | 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

Feature Rating Comparison

BI Standard Reporting

Anaplan
7.7
Microsoft Dynamics 365
Customizable dashboards
Anaplan
7.7
Microsoft Dynamics 365

Report Output and Scheduling

Anaplan
8.4
Microsoft Dynamics 365
Publish to PDF
Anaplan
8.8
Microsoft Dynamics 365
Report Versioning
Anaplan
8.5
Microsoft Dynamics 365
Report Delivery Scheduling
Anaplan
7.7
Microsoft Dynamics 365

Access Control and Security

Anaplan
9.1
Microsoft Dynamics 365
Role-Based Security Model
Anaplan
9.1
Microsoft Dynamics 365

Mobile Capabilities

Anaplan
7.3
Microsoft Dynamics 365
Responsive Design for Web Access
Anaplan
8.3
Microsoft Dynamics 365
Dedicated iOS Application
Anaplan
6.7
Microsoft Dynamics 365
Dedicated Android Application
Anaplan
7.3
Microsoft Dynamics 365
Dashboard / Report / Visualization Interactivity on Mobile
Anaplan
6.8
Microsoft Dynamics 365

Budgeting, Planning, and Forecasting

Anaplan
8.7
Microsoft Dynamics 365
Long-term financial planning
Anaplan
8.3
Microsoft Dynamics 365
Financial budgeting
Anaplan
8.9
Microsoft Dynamics 365
Forecasting
Anaplan
8.8
Microsoft Dynamics 365
Scenario modeling
Anaplan
9.0
Microsoft Dynamics 365
Management reporting
Anaplan
8.6
Microsoft Dynamics 365

Consolidation and Close

Anaplan
7.2
Microsoft Dynamics 365
Financial data consolidation
Anaplan
8.4
Microsoft Dynamics 365
Journal entries and reports
Anaplan
7.9
Microsoft Dynamics 365
Multi-currency management
Anaplan
6.2
Microsoft Dynamics 365
Intercompany Eliminations
Anaplan
6.0
Microsoft Dynamics 365
Minority Ownership
Anaplan
6.0
Microsoft Dynamics 365
Local and consolidated reporting
Anaplan
8.3
Microsoft Dynamics 365
Detailed Audit Trails
Anaplan
7.6
Microsoft Dynamics 365

Financial Reporting and Compliance

Anaplan
8.5
Microsoft Dynamics 365
Financial Statement Reporting
Anaplan
9.0
Microsoft Dynamics 365
Management Reporting
Anaplan
8.7
Microsoft Dynamics 365
Excel-based Reporting
Anaplan
7.4
Microsoft Dynamics 365
Automated board and financial reporting
Anaplan
9.0
Microsoft Dynamics 365

Analytics

Anaplan
8.3
Microsoft Dynamics 365
Personalized dashboards
Anaplan
9.0
Microsoft Dynamics 365
Color-coded scorecards
Anaplan
8.3
Microsoft Dynamics 365
KPIs
Anaplan
8.0
Microsoft Dynamics 365
Cost and profitability analysis
Anaplan
8.6
Microsoft Dynamics 365
Key Performance Indicator setting
Anaplan
8.7
Microsoft Dynamics 365
Benchmarking with external data
Anaplan
7.0
Microsoft Dynamics 365

Integration

Anaplan
8.3
Microsoft Dynamics 365
Flat file integration
Anaplan
8.5
Microsoft Dynamics 365
Excel data integration
Anaplan
8.0
Microsoft Dynamics 365
Direct links to 3rd-party data sources
Anaplan
8.5
Microsoft Dynamics 365

Sales Force Automation

Anaplan
Microsoft Dynamics 365
8.0
Customer data management / contact management
Anaplan
Microsoft Dynamics 365
8.5
Workflow management
Anaplan
Microsoft Dynamics 365
7.9
Territory management
Anaplan
Microsoft Dynamics 365
7.8
Opportunity management
Anaplan
Microsoft Dynamics 365
8.5
Integration with email client (e.g., Outlook or Gmail)
Anaplan
Microsoft Dynamics 365
8.1
Contract management
Anaplan
Microsoft Dynamics 365
7.5
Quote & order management
Anaplan
Microsoft Dynamics 365
7.6
Interaction tracking
Anaplan
Microsoft Dynamics 365
8.0
Channel / partner relationship management
Anaplan
Microsoft Dynamics 365
8.0

Customer Service & Support

Anaplan
Microsoft Dynamics 365
8.3
Case management
Anaplan
Microsoft Dynamics 365
8.6
Call center management
Anaplan
Microsoft Dynamics 365
8.0
Help desk management
Anaplan
Microsoft Dynamics 365
8.3

Marketing Automation

Anaplan
Microsoft Dynamics 365
7.9
Lead management
Anaplan
Microsoft Dynamics 365
8.2
Email marketing
Anaplan
Microsoft Dynamics 365
7.6

CRM Project Management

Anaplan
Microsoft Dynamics 365
8.1
Task management
Anaplan
Microsoft Dynamics 365
8.3
Billing and invoicing management
Anaplan
Microsoft Dynamics 365
8.2
Reporting
Anaplan
Microsoft Dynamics 365
7.8

CRM Reporting & Analytics

Anaplan
Microsoft Dynamics 365
8.1
Forecasting
Anaplan
Microsoft Dynamics 365
8.0
Pipeline visualization
Anaplan
Microsoft Dynamics 365
8.5
Customizable reports
Anaplan
Microsoft Dynamics 365
7.8

Customization

Anaplan
Microsoft Dynamics 365
7.9
Custom fields
Anaplan
Microsoft Dynamics 365
8.3
Custom objects
Anaplan
Microsoft Dynamics 365
7.9
Scripting environment
Anaplan
Microsoft Dynamics 365
7.8
API for custom integration
Anaplan
Microsoft Dynamics 365
7.8

Security

Anaplan
Microsoft Dynamics 365
8.9
Single sign-on capability
Anaplan
Microsoft Dynamics 365
9.0
Role-based user permissions
Anaplan
Microsoft Dynamics 365
8.9

Social CRM

Anaplan
Microsoft Dynamics 365
7.6
Social data
Anaplan
Microsoft Dynamics 365
7.4
Social engagement
Anaplan
Microsoft Dynamics 365
7.8

Integrations with 3rd-party Software

Anaplan
Microsoft Dynamics 365
8.0
Marketing automation
Anaplan
Microsoft Dynamics 365
8.1
Compensation management
Anaplan
Microsoft Dynamics 365
7.9

Platform

Anaplan
Microsoft Dynamics 365
6.8
Mobile access
Anaplan
Microsoft Dynamics 365
6.8

Pros

Anaplan

  • Allows the business to link different planning streams into one place
  • Gives users a single source to view data, no more comparing offline templates in excel
  • Intuitive new UX that allows us to be more customizable when tailoring to needs of end-users
Scott Eckman | 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

Anaplan

  • Enablement -- Anaplan should invest more in both its training capability and training content. Anaplan is not the most difficult tool to learn, but having more foundation in this area would make the ramp-up process significantly easier
  • Storage -- Anaplan is not a data warehouse. This is understandable given data warehousing is not their primary value proposition, but many times we run close to the storage limits of Anaplan, and it would be great if Anaplan had different storage size options for its workspaces.
  • User Interface -- Anaplan's user interface could be streamlined and improved to become more intuitive and accommodate more shortcut keys.
Matthew Kuo | 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

Likelihood to Renew

Anaplan

Anaplan 8.2
Based on 3 answers
I don't think we could function without the collaboration capabilities built into Anaplan that replaced disparate Excel files in the workforce planning model
Joe Bradbury | 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

Anaplan

Anaplan 8.2
Based on 2 answers
There is a dependency in this rating - in that I find Anaplan extremely easy to use, but I've spent the necessary time developing a strong understanding of the platform. Once you understand how to use it, the platform is flexible, easy to use, and fun to use.
Chris Friederich | TrustRadius Reviewer

Microsoft Dynamics 365

Microsoft Dynamics 365 8.4
Based on 11 answers
As told before in the review, Microsoft Dynamics 365 is a one-stop solution for the overall business, it involves all departments in the organization, and makes business functionalities smooth by timely follow-ups, customer retention, customer engagements, and helps in maintaining a good relationship between customers and the businesses.
Vijayalakshmi G K | TrustRadius Reviewer

Reliability and Availability

Anaplan

Anaplan 10.0
Based on 2 answers
In nearly 3 years, I have only had 1 issue of being unable to access my model for an unplanned maintenance. Even planned maintenance windows are handled during low traffic hours on the weekend.
Joe Bradbury | TrustRadius Reviewer

Microsoft Dynamics 365

No score
No answers yet
No answers on this topic

Performance

Anaplan

Anaplan 9.0
Based on 2 answers
Everything is calculated in memory in the cloud. It's nearly instantaneous updates when you make changes. The only time things get a little slow is when you have a massive model with very intricate calculations...but "slow" for Anaplan is not what I would call "slow" for something like Hyperion. We used to have Hyperion calcs that ran for 60 mins before you could use data. The equivalent would be 60 seconds in Anaplan.
Joe Bradbury | TrustRadius Reviewer

Microsoft Dynamics 365

No score
No answers yet
No answers on this topic

Support Rating

Anaplan

Anaplan 9.1
Based on 5 answers
I feel like the support team is a little lacking in product knowledge. Several times I have contacted them to get help, and ended up finding a solution to my own problem before the team could get back to me with anything useful. I have also submitted a few bugs, and never got updates to when they were fixed in later releases.
Joe Bradbury | TrustRadius Reviewer

Microsoft Dynamics 365

Microsoft Dynamics 365 9.0
Based on 4 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

In-Person Training

Anaplan

Anaplan 3.0
Based on 1 answer
The in-person training is simply not worth the cost. After a few weeks of playing in Anaplan, I went to the basic training and knew more than the person teaching it. a year down the road, I was the first person to complete the advance training, and again could have been teaching the class better than the person running the session. Spend some time on your own trying out different things and you will get all the understanding you need to be successful.
Joe Bradbury | TrustRadius Reviewer

Microsoft Dynamics 365

No score
No answers yet
No answers on this topic

Online Training

Anaplan

Anaplan 5.0
Based on 1 answer
I'm giving this a 5 simply for the anapedia outline of calculations. The online videos and trainings leave a lot to be desired, but having anapedia around to help you understand calculations has been helpful. The drawback to anapedia is the depth they go into for calculations, it is lackluster at times. Because of that, I have been working through a much more in-depth look at each calculation on my website for users to reference: http://www.anaplanguru.com/formulas/
Joe Bradbury | TrustRadius Reviewer

Microsoft Dynamics 365

Microsoft Dynamics 365 7.5
Based on 2 answers
No answer on this topic is available.

Implementation Rating

Anaplan

Anaplan 6.7
Based on 24 answers
Agile methodology and breaking the work down into sprints was very helpful. Implementation required a deeper dive into our data than expected for the consultants to be able to construct the data model. But once it was in place, the focus on knowledge transfer enabled us to be able to use the product effectively after the team rolled off.
Steve Ridgley | TrustRadius Reviewer

Microsoft Dynamics 365

Microsoft Dynamics 365 9.2
Based on 4 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

Anaplan

During the selection process at the end of 2012, we were thinking of Excel as the main tool, or an in-house software built by ourselves, however, this would have taken us ages, so we checked what is available on the market. Anaplan was a small start-up at that time, but it helped us to ensure we can customize the software to our needs.
Szilvia Havasreti | 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

Scalability

Anaplan

Anaplan 7.0
Based on 1 answer
It's going to handle most of what you can throw at it. The problem lies in the sparsity of some datasets. When you have over 5ish dimensions of sparse data, the size of the model gets bloated for not much value. In several cases, I have had to adapt my model to account for sparsity in a way that minimized use of space, but also made interacting with the data more cumbersome.
Joe Bradbury | TrustRadius Reviewer

Microsoft Dynamics 365

No score
No answers yet
No answers on this topic

Return on Investment

Anaplan

  • Anaplan has been good to plan future fiscal years, by doing the planning in here and seeing the financial impact certain variables can produce it is easier to make decisions within the company such as hiring, eliminating certain costs etc., to achieve the financial results as set in the company goals.
  • Dashboards have been really helpful for the financial executives as very specific data can be analysed and presented in the dashboards focused to specific financial teams, so it is easier to see the actual results and forecasts.
  • On the negative side, since Anaplan is a complex tool to handle, it is better to have a dedicated resource or resources to the handling in Anplan. Regular business analysts could not handle their regular tasks and doing complex configurations in Anaplan without the help of well trained Anaplan resources, extra dedicated resources are needed to work with Anaplan.
Anonymous | 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

Pricing Details

Anaplan

General

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

Microsoft Dynamics 365

General

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

Rating Summary

Likelihood to Recommend

Anaplan
8.8
Microsoft Dynamics 365
8.4

Likelihood to Renew

Anaplan
8.2
Microsoft Dynamics 365
7.9

Usability

Anaplan
8.2
Microsoft Dynamics 365
8.4

Reliability and Availability

Anaplan
10.0
Microsoft Dynamics 365

Performance

Anaplan
9.0
Microsoft Dynamics 365

Support Rating

Anaplan
9.1
Microsoft Dynamics 365
9.0

In-Person Training

Anaplan
3.0
Microsoft Dynamics 365

Online Training

Anaplan
5.0
Microsoft Dynamics 365
7.5

Implementation Rating

Anaplan
6.7
Microsoft Dynamics 365
9.2

Scalability

Anaplan
7.0
Microsoft Dynamics 365

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