BambooHR is an cloud-based human resources solution that provides onboarding, payroll, and benefits management. It also offers automated time-off management and employee self-service.
$10
per month per user
Microsoft Dynamics 365
Score 7.9 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.
Performance management - the prompt questions are really helpful in distilling thoughts! Though it would still be great to have an optional box for additional feedback that might not be directly related to the prompt questions. The clean interface and user friendliness is a definite plus! But some specific features, eg. on TOIL application - it would be helpful to ensure it is intuitive to use, rather than confusing with the input process.
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.
Recruiting- communications are easy for both the internal team and candidates
Onboarding- the onboarding tasks are great. I love being able to attach documents as well as delay sending out tasks
Communication- the employee community is a great tool to keep our communications clean and organized. I love that we now have insight as to who has viewed the comms
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.
The biggest issue is on performance assessments. We are not able to customize the reminder dates so the automated reminder dates shown to people and on the email reminders is often misaligned with our actual internal deadlines. This causes a lot of confusion each review cycle.
Also on performance management, there is no way to push feedback to a supervisor for their direct report. The only way is if the manager requests the feedback from you. This limits the opportunity for people to give real time feedback throughout the half.
I wish we had a way to track notes from employee 1:1s in BambooHR® so when we do our performance reviews we can track. That may be a module we didn't purchase but it would facilitate more continuous and comprehensive evaluation of people at review time.
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.
There's nothing wrong with this platform. I would recommend it to any business starting with more than 10 employees. I will continue to use the program for as long as I need to, hoping they continue being tremendous and finding other ways to incorporate more technology.
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.
Just because there's a little complex with everything that's rolling out and so I have had to walk some people through functionality because there's just so much to click at this point. Another thing is the review process doesn't allow for ratings with a number scale, and I know we're kind of getting away from that as an industry, but with our previous system we have been rating people for their merit percent increase on their wages at the end of the year and it doesn't have the functionality to do that.
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
Yes, there is a huge team in the back of the online platform or it looks like it because I have never been left without an answer when I have a question or waiting from a response on my chat .... There must be a huge team, this is so great and I always seem to have someone that is very knowledgeable too. So many times in the past I had to leave with customer service that would connect you with someone else because of the expertise, here everyone seems to be some kind of an expert in the HR function.
I love BambooHR. Reports are easy to run and download and it usually covers any types of requests I get from the management team. You get excel or .csv downloads/reports and it is fast and simple, not too crowded so it is easy to read through. We don't integrate the tool yet but again, soon we will. we just did not had the time to utilize it yet but that's the plan.
I use the chat feature most often and the wait times can be long, but often I do get right in. When they promise to follow up, they always do. It seems the "support hero's" are very well training and knowledgeable. There are lots of resources in the form of print or video, too.
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.
Overall this training was great and our implementation specialist was wonderful and very helpful. We felt really prepared once our training was completed, But we could get additional help immediately even when we were live. The continuation Support heros after implementation are wonderful and you can always get a LIVE person each time you call into their office.
We implemented bambooHR in Fall, 2023 then implemented Payroll 1/1/24. A vital piece of information was not known or missed in that we are exempt from State Unemployment Tax and have a Reimbursement Set-up, so bambooHR did not send Payroll Reports to the State. Those reports need to be sent regardless if we are exempt or not.
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.
Lattice is much more oriented towards performance management. It includes many more advanced performance management features from building actual assessments to also performance development planning. BambooHR® for us was a place to centralize our data and build from within as well as connect to external integrations. PerformYard is what we used prior to BambooHR® for onboarding workflows and performance reviews, but BambooHR® is far superior.
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
Since my organization has dropped with employees, I always find ways to reduce costs. I thought there would be a cheaper option, but I was glad that my package included a lot for the price, and downgrading would cost more. The rep could have let me downgraded and taken me to a higher package. I am thankful that didn't happen.
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.
There is so much you can do with this platform, it is incredible and so welcoming. We don't utilize it 100% yet just because we are growing and the HR team has not been able to concentrate on other areas offered to us but but we will soon. Which is also why we got the product, specifically because what BambooHR can do to help us meet our growing business needs.
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.
Time Savings: Automating onboarding, payroll, and employee record management has cut HR admin time by up to 30%, allowing teams to focus on strategic initiatives instead of paperwork.
Improved Onboarding: Streamlined workflows have cut onboarding time by nearly 50%, ensuring new hires are productive faster, reducing turnover risk in the critical first months.
- Enhanced Informational Clarity: Centralized employee data means fewer errors and faster access to essential information, reducing compliance risks and increasing accuracy in reporting.
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.
