Microsoft Dynamics 365 vs. SAP BusinessObjects Business Intelligence

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

Incentivized

The proper management of SAP BusinessObjects Dashboards requires an expert on the team to manage and build reports. If an organization does not have the proper expertise on board to build and deploy reports it will fail. Data analytics, dropping into excel, and broadcasting of information are major bonuses for the use of SAP BusinessObjects Dashboards.

• 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.

Incentivized

• This software is easy to initially learn, and very powerful in producing reusable reports.
• It is much faster than my company's internal manual queries. The ability to build off of a saved query and share queries to other users is a great positive.
• My favorite part is that you can run queries in the background and it does not interfere with your current work or slow your computer down.

Incentivized

• 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.

Incentivized

• The installation can be very complex and time-consuming, it requires a lot of planning and foresight as to what role the software will play in the organization.
• The software has a relatively large learning curve that takes dedicated users months to get comfortable with, the UI is a bit intimidating for new users.
• SAP could organize their help better, it can be difficult to find dependable solutions to issues via their website and support channels.

Incentivized

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.

The institution has decided to move in a different direction, and will be using MSBI for reporting. I have been very happy with the Business Objects suite of tools, and will continue to use them heavily until we make the transition.

Incentivized

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.

Incentivized

From a server and client side perspective. the Business Intelligence Platform provides a foundation for all aspects of content development, distribution, analysis, collaboration and self service. Ease of use from targeted content delivery through controlled accessibility. Content exporting in the format of the users choice. Scheduling for internal or external delivery. Public and private folders for secure content access when requied. Web based for viewing on the users device of choice without the need to download additional applications.

Incentivized

When we implemented 3.1, we had a tough time managing the system: It took almost a year to stabilize.

With 4.0, we want to roll out to more users, and are holding back because of fears about the performance issue

Overall, the tool (Web Intelligence 4.2) is fast and solid. One issue is a dependability on JAVA for a full feature report creation/edit capabilities (as opposed to limited HTML option). Second, planned end of JAVA support by major browsers (Chrome is already not supporting JAVA applet).

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.

Incentivized

SAP has released various versions of SAP BO BI. starting from 3.1 and going to 4.0,4.1,4.2 and latest being 4.3. SAP provides support to these new versions. As new versions keep on coming, support for the very old software goes out of scope from SAP. it is when the different organization plans to get their BO content migrated from a lower version to a newer version. The newer version had definitely added functionality and features which ease the work of users.

Incentivized

SAP authorized training is best, Please go ahead with it. Even lot of online training options/videos available for self learning

Incentivized

I haven't used it or got feedback from the end user.

Content looks to be pretty detailed. Focused on SQL but not BW.

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.

Hire specialists and experienced staff. Mix some beginners so that everyone is not a leader but a learner too. Plan well; architect well; break down implementation in small steps and move towards larger steps. Create a centralized and authorized SAP Business Objects implementation team.

Incentivized

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.

Incentivized

We selected SAP BusinessObjects Business Intelligence (BI) based on price. It can stack up against others in terms of price and honestly, that's about it. Salesforce Commerce does a hell of a better job at handling it. However, in the space of Business Intelligence, SAP can do more, and that's why at the end we went with it

Incentivized

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.

SAP BusinessObjects Business Intelligence (BI) Platform supports SOA Service Oriented Architecture. You can start/restart/enable/disable all the servers. You can seamless do load balancing and clustering. It supports all leading application and web server. Supports LDAP SSO integration. People who can work on excel with training they can work on SAP Business Objects Web Intelligence, dashboard, Lumira, Information design tool product suite. Tool is very user friendly and easy to learn and implement

Incentivized

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.

• 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

Incentivized

• By generating and distributing reports in a timely manner, we were able to save millions of dollars for the company which otherwise would not have been visible.
• Almost realtime dashboard, saved the company a huge amount by showing the outages and kept the company from buying a tool to do just that.
• It showed the customers who were not paying the bills and were missing in the system due to some loophole. This was visible by doing reporting on the theft usage of electricity.

Incentivized