What users are saying about
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Top Rated
161 Ratings
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537 Ratings

Appian

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Score 7.4 out of 100

Microsoft Dynamics 365

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537 Ratings
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Score 7.6 out of 100

Likelihood to Recommend

Appian

Appian is very well suited for complex business processes. If implementing using traditional methods is daunting, then Appian would be a good alternative. It follows that simpler business processes would be a breeze. Also, it's well suited for situations where sharing data across processes/applications is likely. There's no need to "integrate" from Appian app to Appian app, so sharing data within the platform is trivial from a technical implementation perspective. Appian may not be as well suited for dealing with very large datasets (tens of thousands of records), it seems too much data may start taxing the system.
No photo available

Microsoft Dynamics 365

Typical customer relationship management is great. Accounts, Contacts, Leads, Opportunities, etc. Those are obvious. But where it really shines is in the customization and integration with other Microsoft tools. Outlook connection for painless contact creation or tracking email communication. SharePoint and Office 365 Group connection to store documents related to a client and allow others to collaborate on overlapping data without additional D365 licenses (or at least get the much more cost-effective Team Member licenses to read data but make only limited edits). Or, full-on model-driven PowerApps, allowing quick development of custom line-of-business applications whose data can be related to other "standard" business records, like the "normal" CRM records. And the connection to Flow allows for hundreds of other systems to be connected to D365 and allows you to automate business process. Or, other third-party tools, such as Tibco Scribe, can be used to pass data back and forth between systems.
No photo available

Feature Rating Comparison

Low-Code Development

Appian
7.6
Microsoft Dynamics 365
Visual Modeling
Appian
7.1
Microsoft Dynamics 365
Drag-and-drop Interfaces
Appian
7.5
Microsoft Dynamics 365
Platform Security
Appian
8.8
Microsoft Dynamics 365
Platform User Management
Appian
7.8
Microsoft Dynamics 365
Reusability
Appian
7.8
Microsoft Dynamics 365
Platform Scalability
Appian
6.4
Microsoft Dynamics 365

Sales Force Automation

Appian
Microsoft Dynamics 365
8.0
Customer data management / contact management
Appian
Microsoft Dynamics 365
8.6
Workflow management
Appian
Microsoft Dynamics 365
7.8
Territory management
Appian
Microsoft Dynamics 365
8.0
Opportunity management
Appian
Microsoft Dynamics 365
8.6
Integration with email client (e.g., Outlook or Gmail)
Appian
Microsoft Dynamics 365
8.3
Contract management
Appian
Microsoft Dynamics 365
7.5
Quote & order management
Appian
Microsoft Dynamics 365
7.6
Interaction tracking
Appian
Microsoft Dynamics 365
8.0
Channel / partner relationship management
Appian
Microsoft Dynamics 365
8.0

Customer Service & Support

Appian
Microsoft Dynamics 365
8.2
Case management
Appian
Microsoft Dynamics 365
8.6
Call center management
Appian
Microsoft Dynamics 365
7.9
Help desk management
Appian
Microsoft Dynamics 365
8.3

Marketing Automation

Appian
Microsoft Dynamics 365
8.0
Lead management
Appian
Microsoft Dynamics 365
8.3
Email marketing
Appian
Microsoft Dynamics 365
7.7

CRM Project Management

Appian
Microsoft Dynamics 365
7.8
Task management
Appian
Microsoft Dynamics 365
7.7
Billing and invoicing management
Appian
Microsoft Dynamics 365
7.9
Reporting
Appian
Microsoft Dynamics 365
7.8

CRM Reporting & Analytics

Appian
Microsoft Dynamics 365
7.9
Forecasting
Appian
Microsoft Dynamics 365
7.5
Pipeline visualization
Appian
Microsoft Dynamics 365
8.5
Customizable reports
Appian
Microsoft Dynamics 365
7.7

Customization

Appian
Microsoft Dynamics 365
8.2
Custom fields
Appian
Microsoft Dynamics 365
8.3
Custom objects
Appian
Microsoft Dynamics 365
8.3
Scripting environment
Appian
Microsoft Dynamics 365
7.9
API for custom integration
Appian
Microsoft Dynamics 365
8.3

Security

Appian
Microsoft Dynamics 365
8.8
Single sign-on capability
Appian
Microsoft Dynamics 365
8.8
Role-based user permissions
Appian
Microsoft Dynamics 365
8.8

Social CRM

Appian
Microsoft Dynamics 365
7.7
Social data
Appian
Microsoft Dynamics 365
7.6
Social engagement
Appian
Microsoft Dynamics 365
7.8

Integrations with 3rd-party Software

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

Platform

Appian
Microsoft Dynamics 365
7.4
Mobile access
Appian
Microsoft Dynamics 365
7.4

Pros

Appian

  • I have observed after version 17.1 we have a lot of good features in Appian that improve usability (UX). This adds real value in this competitive Digital space.
  • You can understand business use case and convert it to a logical process automation.
  • Process Modeller has improved a lot and providing smart services use adds more value.
  • Service integration helps us to seamlessly integrate with third-party systems
Ravi Joshi, PMI-ACP® profile photo

Microsoft Dynamics 365

  • Provisioning and initial deployment are a breeze and completed within a day or less after receiving the licences.
  • Customizations and configuring the database instances is extremely simple as long as changes and enhancements are implemented cautiously and with purpose.
  • Integration with other Microsoft applications is one of the top selling points, such as Outlook for tracking email to Dynamics 35, data connections to Excel for refreshing data exports, PowerBI, Flow, & PowerApps
  • Advanced Find querying is one of the easiest tools to quickly get and save data accessed regularly.
  • The native Microsoft mobile tablet and phone app can be implemented with minimal extra work or configurations.
  • Ability to 100% fully implement (and integrate with other Microsoft platforms) with no code whatsoever (100% no code SaaS!) saving time any money for quick deployments.
  • The Dynamics 365 community is massive for forum support and user group networks.
Justin Pink profile photo

Cons

Appian

  • Appian is continually improving the product but having to learn new features every 3 months (upgrade schedule) can be a challenge.
  • Graphical user interface could use some additional improvements but it has come a long way already.
  • Sites could use some additional modifications. Currently, the News Feed is not available on a site.
Helmut Arnold profile photo

Microsoft Dynamics 365

  • Customization is tricky with Microsoft Dynamics 365. Javascript is primarily used, and due to this most business edition users keep their solution as "out of the box" as possible to save time and cost.
  • The out of the box interface is clunky, and those who do not want to customize the interface will lose time figuring out and navigating through the complex interface.
  • To get the most out of Microsoft Dynamics 365, you need integrations with the rest of Microsoft's suite, which incurs more cost and can make it so you're putting all your "eggs in one basket".
Alexander Cooper profile photo

Likelihood to Renew

Appian

Appian 9.0
Based on 16 answers
We recently renewed our license with Appian. We are convinced that its flexibility, relative ease of use, the support they provide, there mobile advancements and their general willingness and desire to see us succeed all contributed to our reason to renew our agreement with Appian
Michael Campbell, PMP,CSM profile photo

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 profile photo

Usability

Appian

Appian 7.8
Based on 32 answers
The interface is as difficult to use as you make it. We like to follow the KISS principle and automate the mundane so that our staff can concentrate on their day job and not have to worry about what happens next.
Paul Cabrelle profile photo

Microsoft Dynamics 365

Microsoft Dynamics 365 9.0
Based on 8 answers
The application handles well in terms of maintaining your master data about customers and it provides you with the steps to form a lead to an actual order. Navigation is fairly easy and you can easily export data to Excel or call out a small graph if needed. The dashboard functionality provides some well-customized overviews for each business area so this a well-used tool for the business.
No photo available

Support

Appian

Appian 8.3
Based on 55 answers
We have Appian support here full time who are always helpful and understand both the products and our needs. They help guide the product to help it stay stable.On the odd occasion we need to call Appian themselves, they have always been responsive and genuinely want to help us solve the issue.Recently I've needed to send in quite a few support tickets for various issues, none of them were critical and 2 or 3 of them were just questions. Each time I got a response very quickly and each time the help was what was needed.
No photo available

Microsoft Dynamics 365

Microsoft Dynamics 365 10.0
Based on 1 answer
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 profile photo

Implementation

Appian

Appian 8.2
Based on 3 answers
It was really seamless. SaaS in the true definition of the word. We logged on and started using the product. Very easy.
Peter Newnam profile photo

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 profile photo

Alternatives Considered

Appian

The main advantage of Appian is the cost structure that is more suitable for starting a test-project to see how develop in Appian and most of all how Appian is accepted inside the company. In few weeks you can show the first results and start the journey on digitalization.
No photo available

Microsoft Dynamics 365

  • I converted a company from JD Edwards CRM to MS Dynamics CRM 4.0. I had very limited experience with the JD Edwards CRM, but my overall impression of the JDE CRM is that JDE is not a CRM system but an ERP system. It seemed that the CRM piece of JDE was added-on as a last minute, "let's stay with the times" module. It was very simplistic and lacked structure. My experience with the JDE CRM system was in 2008-2009.
  • I converted a very small division of my current company from SalesForce into CRM. I had limited visibility to the SalesForce system. It seemed that there was a limited ability to customize the system. It was also difficult to export all of the data from SalesForce for import into MS Dynamics CRM. This was done in 2010.
In both of my experiences, the end user feedback after the conversion was priceless. In both situations, the end-users felt that the new system (MS Dynamics CRM) was much easier to use than the previous systems that the used.
Christina Bayley profile photo

Return on Investment

Appian

  • Our objective to reduce customer effort when dealing with government by 25% was exceeded. In the process of applying for an alcohol licence renewal alone, we saw approximately 80% reduction in time and effort for the business customer - and that was just a prototype! Imagine the possibilities when this is taken into a live environment!
Lynley Johnston profile photo

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
No photo available

Screenshots

Pricing Details

Appian

General

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

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

Appian
8.6
Microsoft Dynamics 365
8.1

Likelihood to Renew

Appian
9.0
Microsoft Dynamics 365
7.9

Usability

Appian
7.8
Microsoft Dynamics 365
9.0

Support

Appian
8.3
Microsoft Dynamics 365
10.0

In-Person Training

Appian
9.0
Microsoft Dynamics 365

Online Training

Appian
10.0
Microsoft Dynamics 365
7.5

Implementation

Appian
8.2
Microsoft Dynamics 365
9.2

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