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Top Rated
664 Ratings
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Top Rated
586 Ratings

Concur Travel and Expense

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Top Rated
664 Ratings
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Score 8.3 out of 100

Microsoft Dynamics 365

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Top Rated
586 Ratings
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Score 7.9 out of 100

Likelihood to Recommend

Concur Travel and Expense

Concur is great for a company or department that has many employees who get reimbursed for expenses. It is robust, with reporting functionality, an app, and the ability to book flights and hotels. I think for a bigger company it's excellent but for a smaller company with fewer employees, a simpler option should do just fine.
Liliya Carlage | 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

Expense Management Platform Features

Concur Travel and Expense
8.0
Microsoft Dynamics 365
Mobile Application
Concur Travel and Expense
8.1
Microsoft Dynamics 365
Integrations
Concur Travel and Expense
7.6
Microsoft Dynamics 365
Expense Management Security
Concur Travel and Expense
7.9
Microsoft Dynamics 365
Expense Management Compliance
Concur Travel and Expense
8.2
Microsoft Dynamics 365

Sales Force Automation

Concur Travel and Expense
Microsoft Dynamics 365
7.9
Customer data management / contact management
Concur Travel and Expense
Microsoft Dynamics 365
8.5
Workflow management
Concur Travel and Expense
Microsoft Dynamics 365
7.8
Territory management
Concur Travel and Expense
Microsoft Dynamics 365
8.1
Opportunity management
Concur Travel and Expense
Microsoft Dynamics 365
8.6
Integration with email client (e.g., Outlook or Gmail)
Concur Travel and Expense
Microsoft Dynamics 365
7.9
Contract management
Concur Travel and Expense
Microsoft Dynamics 365
7.3
Quote & order management
Concur Travel and Expense
Microsoft Dynamics 365
7.5
Interaction tracking
Concur Travel and Expense
Microsoft Dynamics 365
7.9
Channel / partner relationship management
Concur Travel and Expense
Microsoft Dynamics 365
7.9

Customer Service & Support

Concur Travel and Expense
Microsoft Dynamics 365
8.2
Case management
Concur Travel and Expense
Microsoft Dynamics 365
8.6
Call center management
Concur Travel and Expense
Microsoft Dynamics 365
7.8
Help desk management
Concur Travel and Expense
Microsoft Dynamics 365
8.3

Marketing Automation

Concur Travel and Expense
Microsoft Dynamics 365
8.0
Lead management
Concur Travel and Expense
Microsoft Dynamics 365
8.3
Email marketing
Concur Travel and Expense
Microsoft Dynamics 365
7.7

CRM Project Management

Concur Travel and Expense
Microsoft Dynamics 365
8.0
Task management
Concur Travel and Expense
Microsoft Dynamics 365
7.9
Billing and invoicing management
Concur Travel and Expense
Microsoft Dynamics 365
8.1
Reporting
Concur Travel and Expense
Microsoft Dynamics 365
8.1

CRM Reporting & Analytics

Concur Travel and Expense
Microsoft Dynamics 365
8.0
Forecasting
Concur Travel and Expense
Microsoft Dynamics 365
7.8
Pipeline visualization
Concur Travel and Expense
Microsoft Dynamics 365
8.5
Customizable reports
Concur Travel and Expense
Microsoft Dynamics 365
7.8

Customization

Concur Travel and Expense
Microsoft Dynamics 365
8.1
Custom fields
Concur Travel and Expense
Microsoft Dynamics 365
8.2
Custom objects
Concur Travel and Expense
Microsoft Dynamics 365
8.0
Scripting environment
Concur Travel and Expense
Microsoft Dynamics 365
8.0
API for custom integration
Concur Travel and Expense
Microsoft Dynamics 365
8.0

Security

Concur Travel and Expense
Microsoft Dynamics 365
8.8
Single sign-on capability
Concur Travel and Expense
Microsoft Dynamics 365
8.9
Role-based user permissions
Concur Travel and Expense
Microsoft Dynamics 365
8.7

Social CRM

Concur Travel and Expense
Microsoft Dynamics 365
7.6
Social data
Concur Travel and Expense
Microsoft Dynamics 365
7.5
Social engagement
Concur Travel and Expense
Microsoft Dynamics 365
7.7

Integrations with 3rd-party Software

Concur Travel and Expense
Microsoft Dynamics 365
8.0
Marketing automation
Concur Travel and Expense
Microsoft Dynamics 365
8.1
Compensation management
Concur Travel and Expense
Microsoft Dynamics 365
7.9

Platform

Concur Travel and Expense
Microsoft Dynamics 365
7.2
Mobile access
Concur Travel and Expense
Microsoft Dynamics 365
7.2

Pros

Concur Travel and Expense

  • Searching for flights and lodging - It's easy to search for specific hotels in target cities and it's nice to know that the options surfaced are company approved/preferred.
  • Knowing what is "out of budget"- I appreciate that Concur flags if a selection is beyond what we'd typically pay for a service/stay for that given location.
  • Expense Reports - It's easy to combine all expenses into one report for approval. I like doing this for a months' worth of expenses at a time, as it streamlines the approval process for my manager.
Clara Gray | 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

Concur Travel and Expense

  • The 30-character limit for descriptions can be tough.
  • Breaking out baggage fees into a separate expense type could be helpful as they are so prevalent.
  • General comment on most Concur interfaces: getting to the comments section or the audit trail is not easy.
Erika Ruch | 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

Concur Travel and Expense

Concur Travel and Expense 9.0
Based on 23 answers
Now that we are fully on Concur, switching is not an option. Concur has become ingrained in our expense reporting process. Furthermore, Concur continues to improve its offering. Each month, they release updates and changes, many of which were client requested. Concur's constant evolution means it is adapting with my business
Ashley Salustri | 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

Concur Travel and Expense

Concur Travel and Expense 8.1
Based on 58 answers
I really like the app. It's easy to add receipts. I can easily find the categories for my expenses as well. I think some of my confusion and frustration with the product comes from the account numbers my institution assigns to purchases. I do with that Concur saved commonly used accounts so it would be even easier to complete my reports.
Hans Meyer | TrustRadius Reviewer

Microsoft Dynamics 365

Microsoft Dynamics 365 8.3
Based on 9 answers
Things can always be better, but the recent improvements with the Unified Interface have improved both the mobile version and the web application. And effectively making D365 CE customization, formerly known as XRM, part of the Power Platform as a model-driven PowerApp says a lot about the focus for Microsoft. They've vastly modernized the interface for customizers even in the last six months, and with CRM data now being the Common Data Service, this only goes to show that Microsoft will continue to focus on D365 CE functionality and make more and more usability improvements. Microsoft only continues to connect D365 CE to other tools, obviously PowerApps but Flow, SharePoint, Office 365 Groups, OneNote, and Power BI as well, for example, making the tools even more powerful than they are alone. They become both easier to use and can make solving real business problems easier as well.
Anonymous | TrustRadius Reviewer

Reliability and Availability

Concur Travel and Expense

Concur Travel and Expense 9.0
Based on 7 answers
In prior years I would have given them a 9.5 for availability. Unfortunately in 2015 so far this rating has dropped to a 7 overall.
We have experienced far too many interruptions - from admins to employees who rely on it for day to day booking of travel and submission of expense reports. Server errors, slow system response time and spinning wheels are too common place. Those things should be a rare occurrence, not a daily interruption.

While Conur still has great product offerings overall, they are currently not offering world class or best in class product (and customer service) availability. Remaining hopeful they step up and get their A game going again soon.
Carol Monk, CPP | TrustRadius Reviewer

Microsoft Dynamics 365

No score
No answers yet
No answers on this topic

Performance

Concur Travel and Expense

Concur Travel and Expense 9.0
Based on 4 answers
Pages always load quickly, reports are always completed in a quick and efficient time frame, and everything about the experience is swift. I've never had any frustrations or complexities that can't be handled easily
Nicole Nagy | TrustRadius Reviewer

Microsoft Dynamics 365

No score
No answers yet
No answers on this topic

Support Rating

Concur Travel and Expense

Concur Travel and Expense 7.4
Based on 39 answers
I have never had to use customer support when using Concur Expense - the UX could be a bit nicer on the eyes or easier to understand, but there have never been any problems when using Concur Expense that I have had to ask or reach out to customer support to help me with anything.
Shannon McNamara | TrustRadius Reviewer

Microsoft Dynamics 365

Microsoft Dynamics 365 9.0
Based on 2 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

Online Training

Concur Travel and Expense

Concur Travel and Expense 6.0
Based on 2 answers
It's live (you can ask questions), it's free, it's good. What's not to like. Only reason it's not getting a "10" is breadth and depth, more would be better.
Evan Trimble | TrustRadius Reviewer

Microsoft Dynamics 365

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

Implementation Rating

Concur Travel and Expense

Concur Travel and Expense 6.9
Based on 8 answers
There are different implementation teams for each module of the product you purchase, so implementation is not a 'one size fits all' environment. Also, the different implementation teams have different ways of doing things, so Concur could stand some standardization and streamlining in this area.A Project Manager can make or break an implementation so don't be scared to ask for a new one if things are rocky.
Carol Monk, CPP | 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

Concur Travel and Expense

We used PeopleSoft for travel previously. It was great, easy to use, could crank out an expense report in about 10 minutes. It was easier than Concur Travel and Expense to deduct anything that wasn't eligible for reimbursement, ex: room service, personal flights. Could still see expense reports fairly easy. PeopleSoft's travel library portion isn't as optimal as Concur's.
Moriah Crane | 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

Concur Travel and Expense

Concur Travel and Expense 8.3
Based on 39 answers
It can grow easily with a business, handling plenty of volume. However, the UI inefficiencies add up. The pricing can work for or against a business, as it’s based on volume. If you can discipline your employees to group their expenses perhaps on a monthly basis, you can keep the cost down a bit
Joshua Henke | TrustRadius Reviewer

Microsoft Dynamics 365

No score
No answers yet
No answers on this topic

Return on Investment

Concur Travel and Expense

  • We've had substantial gains in productivity in auditing. We saved 1 FTE by enabling certain audit rules in the software and moving to a sample audit instead of a 100% receipt audit. We estimate this savings at $90k annually. We saved an additional 1/2 FTE when we implemented Detect. It uses AI to read and audit all receipts and reports. So we now do 100% review for $150k less per year.
  • We were able to incorporate a Corporate Credit Card program for all of our employees, which earns us an annual rebate of $200k.
  • Using mobile capture for receipt images saves us an average of 5 minutes per expense report. Since we submit over 12,000 reports annually, we estimate this saves us about $50k per year.
  • Through partnership apps like Uber and Lyft, we estimate we save about $20k annually from the cost of traditional transportation methods.
Jill Liegghio | 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

Concur Travel and Expense

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

Concur Travel and Expense
8.3
Microsoft Dynamics 365
8.4

Likelihood to Renew

Concur Travel and Expense
9.0
Microsoft Dynamics 365
7.9

Usability

Concur Travel and Expense
8.1
Microsoft Dynamics 365
8.3

Reliability and Availability

Concur Travel and Expense
9.0
Microsoft Dynamics 365

Performance

Concur Travel and Expense
9.0
Microsoft Dynamics 365

Support Rating

Concur Travel and Expense
7.4
Microsoft Dynamics 365
9.0

In-Person Training

Concur Travel and Expense
8.0
Microsoft Dynamics 365

Online Training

Concur Travel and Expense
6.0
Microsoft Dynamics 365
7.5

Implementation Rating

Concur Travel and Expense
6.9
Microsoft Dynamics 365
9.2

Scalability

Concur Travel and Expense
8.3
Microsoft Dynamics 365

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