What users are saying about
51 Ratings
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Top Rated
569 Ratings
51 Ratings
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Score 7.3 out of 100

Microsoft Dynamics 365

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Top Rated
569 Ratings
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Score 7.9 out of 100

Likelihood to Recommend

Deltek Vision

It is very well suited for Project Accounting - we have thousands of Project codes in the system. I wish it were easier to make changes to data already entered. You have to jump through hoops to make any changes or corrections and timing is everything.
Roberta Senecal | 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

Payroll Management

Deltek Vision
6.9
Microsoft Dynamics 365
Pay calculation
Deltek Vision
6.1
Microsoft Dynamics 365
Benefit plan administration
Deltek Vision
7.0
Microsoft Dynamics 365
Direct deposit files
Deltek Vision
7.8
Microsoft Dynamics 365
Salary revision and increment management
Deltek Vision
7.2
Microsoft Dynamics 365
Reimbursement management
Deltek Vision
6.4
Microsoft Dynamics 365

Customization

Deltek Vision
9.3
Microsoft Dynamics 365
8.0
API for custom integration
Deltek Vision
8.7
Microsoft Dynamics 365
8.0
Plug-ins
Deltek Vision
9.9
Microsoft Dynamics 365
Custom fields
Deltek Vision
Microsoft Dynamics 365
8.2
Custom objects
Deltek Vision
Microsoft Dynamics 365
8.1
Scripting environment
Deltek Vision
Microsoft Dynamics 365
7.9

Security

Deltek Vision
8.0
Microsoft Dynamics 365
8.8
Single sign-on capability
Deltek Vision
7.0
Microsoft Dynamics 365
8.8
Role-based user permissions
Deltek Vision
9.0
Microsoft Dynamics 365
8.7

Reporting & Analytics

Deltek Vision
7.4
Microsoft Dynamics 365
Dashboards
Deltek Vision
6.3
Microsoft Dynamics 365
Standard reports
Deltek Vision
8.1
Microsoft Dynamics 365
Custom reports
Deltek Vision
8.0
Microsoft Dynamics 365

General Ledger and Configurable Accounting

Deltek Vision
7.4
Microsoft Dynamics 365
Accounts payable
Deltek Vision
7.3
Microsoft Dynamics 365
Accounts receivable
Deltek Vision
6.9
Microsoft Dynamics 365
Global Financial Support
Deltek Vision
7.3
Microsoft Dynamics 365
Primary and Secondary Ledgers
Deltek Vision
7.5
Microsoft Dynamics 365
Intercompany Accounting
Deltek Vision
7.6
Microsoft Dynamics 365
Localizations
Deltek Vision
6.9
Microsoft Dynamics 365
Journals and Reconciliations
Deltek Vision
8.0
Microsoft Dynamics 365
Enterprise Accounting
Deltek Vision
6.9
Microsoft Dynamics 365
Configurable Accounting
Deltek Vision
7.7
Microsoft Dynamics 365
Centralized Rules Framework
Deltek Vision
7.5
Microsoft Dynamics 365
Standardized Processes
Deltek Vision
8.2
Microsoft Dynamics 365

Inventory Management

Deltek Vision
5.4
Microsoft Dynamics 365
Inventory tracking
Deltek Vision
6.5
Microsoft Dynamics 365
Automatic reordering
Deltek Vision
3.0
Microsoft Dynamics 365
Location management
Deltek Vision
6.1
Microsoft Dynamics 365
Manufacturing module
Deltek Vision
6.1
Microsoft Dynamics 365

Order Management

Deltek Vision
7.9
Microsoft Dynamics 365
Pricing
Deltek Vision
7.0
Microsoft Dynamics 365
Order entry
Deltek Vision
7.0
Microsoft Dynamics 365
Credit card processing
Deltek Vision
8.0
Microsoft Dynamics 365
Cost of goods sold
Deltek Vision
9.0
Microsoft Dynamics 365
Order Orchestration
Deltek Vision
8.0
Microsoft Dynamics 365
End-to-end order visibility
Deltek Vision
8.2
Microsoft Dynamics 365

Subledger and Financial Process

Deltek Vision
7.4
Microsoft Dynamics 365
Automated Invoice Processing
Deltek Vision
6.7
Microsoft Dynamics 365
Shared Services Payments
Deltek Vision
7.4
Microsoft Dynamics 365
Billings Management
Deltek Vision
7.9
Microsoft Dynamics 365
Customer Receipt Applications
Deltek Vision
7.7
Microsoft Dynamics 365
Customer Collections
Deltek Vision
5.4
Microsoft Dynamics 365
Revenue Recognition
Deltek Vision
6.8
Microsoft Dynamics 365
Cash Management
Deltek Vision
6.7
Microsoft Dynamics 365
Asset Management
Deltek Vision
6.4
Microsoft Dynamics 365
Travel & Expense Management
Deltek Vision
7.6
Microsoft Dynamics 365
Budgetary Control & Encumbrance Accounting
Deltek Vision
6.9
Microsoft Dynamics 365
Period Close
Deltek Vision
8.0
Microsoft Dynamics 365
Transactions Tax
Deltek Vision
8.9
Microsoft Dynamics 365
Subledger Reconciliations
Deltek Vision
8.3
Microsoft Dynamics 365
3rd Party Accounting Systems
Deltek Vision
8.8
Microsoft Dynamics 365

Project Financial Management

Deltek Vision
7.5
Microsoft Dynamics 365
Budgeting and Forecasting
Deltek Vision
7.8
Microsoft Dynamics 365
Project Costing
Deltek Vision
8.3
Microsoft Dynamics 365
Cost Capture
Deltek Vision
8.3
Microsoft Dynamics 365
Capital Project Management
Deltek Vision
7.6
Microsoft Dynamics 365
Customer Invoicing
Deltek Vision
8.0
Microsoft Dynamics 365
Customer Contract Compliance
Deltek Vision
6.7
Microsoft Dynamics 365
Project Revenue Recognition
Deltek Vision
6.5
Microsoft Dynamics 365
Project Financial Performance Analysis
Deltek Vision
7.5
Microsoft Dynamics 365
Project Financials Dashboard
Deltek Vision
7.1
Microsoft Dynamics 365
Real-time Financial Reporting
Deltek Vision
8.3
Microsoft Dynamics 365
Embedded Business Intelligence
Deltek Vision
7.0
Microsoft Dynamics 365
Project Planning Collaboration
Deltek Vision
7.0
Microsoft Dynamics 365

Project Execution Management

Deltek Vision
5.6
Microsoft Dynamics 365
Project Planning and Scheduling
Deltek Vision
6.9
Microsoft Dynamics 365
Project Manager Dashboard
Deltek Vision
6.3
Microsoft Dynamics 365
Resource Manager Dashboard
Deltek Vision
8.1
Microsoft Dynamics 365
Task Insight for Project Managers
Deltek Vision
5.8
Microsoft Dynamics 365
Project Manager Mobile Functionality
Deltek Vision
1.7
Microsoft Dynamics 365
Team Member Task Collaboration
Deltek Vision
5.1
Microsoft Dynamics 365
Team Member Mobile Functionality
Deltek Vision
1.5
Microsoft Dynamics 365
Project Candidate Search
Deltek Vision
1.2
Microsoft Dynamics 365
Project Candidate Comparison and Analysis
Deltek Vision
6.4
Microsoft Dynamics 365
Defineable Resource Pools
Deltek Vision
7.7
Microsoft Dynamics 365
Defineable Resource Pools
Deltek Vision
7.7
Microsoft Dynamics 365
Talent Profiles
Deltek Vision
1.2
Microsoft Dynamics 365
Real-Time Project Reporting
Deltek Vision
9.0
Microsoft Dynamics 365
Absence Management
Deltek Vision
7.0
Microsoft Dynamics 365
Product Lifecycle Management
Deltek Vision
8.0
Microsoft Dynamics 365

Grants Management

Deltek Vision
8.2
Microsoft Dynamics 365
Award Lifecycle Management
Deltek Vision
8.0
Microsoft Dynamics 365
Spending Control
Deltek Vision
9.0
Microsoft Dynamics 365
Indirect Cost Management
Deltek Vision
7.8
Microsoft Dynamics 365
Billing
Deltek Vision
8.1
Microsoft Dynamics 365

Procurement

Deltek Vision
8.5
Microsoft Dynamics 365
Sourcing Team Collaboration
Deltek Vision
10.0
Microsoft Dynamics 365
Sourcing Analysis
Deltek Vision
10.0
Microsoft Dynamics 365
Bids Analyzed and Compared
Deltek Vision
10.0
Microsoft Dynamics 365
Contract Authoring
Deltek Vision
7.3
Microsoft Dynamics 365
Contract Compliance Management
Deltek Vision
9.0
Microsoft Dynamics 365
Contract History
Deltek Vision
9.0
Microsoft Dynamics 365
Contract Renewal Automation
Deltek Vision
8.2
Microsoft Dynamics 365
Contract Repository
Deltek Vision
8.2
Microsoft Dynamics 365
Contract Standardization and Enforcement
Deltek Vision
8.2
Microsoft Dynamics 365
Electronic Signatures
Deltek Vision
7.3
Microsoft Dynamics 365
Invoice Automated Matching
Deltek Vision
6.0
Microsoft Dynamics 365

Risk Management

Deltek Vision
6.6
Microsoft Dynamics 365
Risk Repository
Deltek Vision
6.0
Microsoft Dynamics 365
Control Management
Deltek Vision
6.0
Microsoft Dynamics 365
Control Mapping
Deltek Vision
5.0
Microsoft Dynamics 365
Control Efficiency Assessments
Deltek Vision
7.0
Microsoft Dynamics 365
Automated Control Assessments
Deltek Vision
6.0
Microsoft Dynamics 365
Assessment Capture
Deltek Vision
6.0
Microsoft Dynamics 365
Automatic Notification
Deltek Vision
9.9
Microsoft Dynamics 365

Logistics

Deltek Vision
9.0
Microsoft Dynamics 365
Fulfillment Management
Deltek Vision
9.0
Microsoft Dynamics 365

Product Lifecycle Management

Deltek Vision
6.3
Microsoft Dynamics 365
Ideation Management
Deltek Vision
4.5
Microsoft Dynamics 365
Requirements Management
Deltek Vision
4.5
Microsoft Dynamics 365
Proposal Management
Deltek Vision
8.1
Microsoft Dynamics 365
Innovation Portfolio Management
Deltek Vision
4.5
Microsoft Dynamics 365
Product Master Data Management
Deltek Vision
4.5
Microsoft Dynamics 365
Vendor Portal
Deltek Vision
10.0
Microsoft Dynamics 365
Project Portfolio Management
Deltek Vision
7.9
Microsoft Dynamics 365

Sales Force Automation

Deltek Vision
Microsoft Dynamics 365
8.0
Customer data management / contact management
Deltek Vision
Microsoft Dynamics 365
8.5
Workflow management
Deltek Vision
Microsoft Dynamics 365
7.8
Territory management
Deltek Vision
Microsoft Dynamics 365
8.0
Opportunity management
Deltek Vision
Microsoft Dynamics 365
8.5
Integration with email client (e.g., Outlook or Gmail)
Deltek Vision
Microsoft Dynamics 365
7.9
Contract management
Deltek Vision
Microsoft Dynamics 365
7.4
Quote & order management
Deltek Vision
Microsoft Dynamics 365
7.5
Interaction tracking
Deltek Vision
Microsoft Dynamics 365
8.0
Channel / partner relationship management
Deltek Vision
Microsoft Dynamics 365
7.9

Customer Service & Support

Deltek Vision
Microsoft Dynamics 365
8.2
Case management
Deltek Vision
Microsoft Dynamics 365
8.6
Call center management
Deltek Vision
Microsoft Dynamics 365
7.8
Help desk management
Deltek Vision
Microsoft Dynamics 365
8.3

Marketing Automation

Deltek Vision
Microsoft Dynamics 365
8.0
Lead management
Deltek Vision
Microsoft Dynamics 365
8.2
Email marketing
Deltek Vision
Microsoft Dynamics 365
7.7

CRM Project Management

Deltek Vision
Microsoft Dynamics 365
7.9
Task management
Deltek Vision
Microsoft Dynamics 365
7.8
Billing and invoicing management
Deltek Vision
Microsoft Dynamics 365
8.0
Reporting
Deltek Vision
Microsoft Dynamics 365
7.9

CRM Reporting & Analytics

Deltek Vision
Microsoft Dynamics 365
7.9
Forecasting
Deltek Vision
Microsoft Dynamics 365
7.6
Pipeline visualization
Deltek Vision
Microsoft Dynamics 365
8.5
Customizable reports
Deltek Vision
Microsoft Dynamics 365
7.7

Social CRM

Deltek Vision
Microsoft Dynamics 365
7.6
Social data
Deltek Vision
Microsoft Dynamics 365
7.5
Social engagement
Deltek Vision
Microsoft Dynamics 365
7.7

Integrations with 3rd-party Software

Deltek Vision
Microsoft Dynamics 365
8.0
Marketing automation
Deltek Vision
Microsoft Dynamics 365
8.1
Compensation management
Deltek Vision
Microsoft Dynamics 365
7.8

Platform

Deltek Vision
Microsoft Dynamics 365
7.4
Mobile access
Deltek Vision
Microsoft Dynamics 365
7.4

Pros

Deltek Vision

  • Deltek is a very integrated system for accounting purposes. It stores documents as support for postings (e.g. AP invoices) so you can easily access the source information.
  • Time tracking for our consultants is a must and Deltek has a good platform for tracking time and for accounting for time.
  • Deltek has the ability to run almost any kind of report that you could possibly think of! There are fields for almost everything and if there aren't specific fields you can add them.
Anonymous | 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

Deltek Vision

  • Deltek Vision's use of the desktop browser interfaces could use some major upgrades. It's not very user-friendly. When a field is left blank it would prevent the user from saving the timesheet but would not clearly inform the user where the error has occurred.
  • Deltek Vision should provide a simple method to print summaries like have its own built-in pdf export program instead of relying on a 3rd party program like Adobe.
Paul Li | 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

Deltek Vision

Deltek Vision 10.0
Based on 1 answer
Because we are looking to upgrade to the next software level of Deltek.
Roberta Senecal | 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

Deltek Vision

Deltek Vision 7.0
Based on 1 answer
It's on the verge of being awesome. Right now it's a matter of money -- if you have the money to hire consultants round the clock, yeah this is awesome.
Cindy Ionita | TrustRadius Reviewer

Microsoft Dynamics 365

Microsoft Dynamics 365 8.9
Based on 8 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

Support Rating

Deltek Vision

Deltek Vision 9.0
Based on 1 answer
99% of the customer service specialists and technicians that I've encountered are quite awesome!
Cindy Ionita | TrustRadius Reviewer

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 | TrustRadius Reviewer

Implementation Rating

Deltek Vision

No score
No answers yet
No answers on this topic

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

Deltek Vision

We have used Deltek Vision and previous versions (names) of the product since the early 1990's. We are engaged in the system and are committed to the continued use of the product. I have long supported the value added to our company and benefits realized by our users.
Rhonda Lewis | 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

Return on Investment

Deltek Vision

  • We went from using a DOS-based accounting system that all the management had to go to Accounting for a weekly printout of status reports, and there wasn't much visibility into the network. Deltek Vision gave our PMs and management information at their fingertips, without having to wait on someone else to get the info.
  • A lot of quality control was handled outside of an electronic system through Microsoft Excel forms. With Deltek Vision's user-defined functions, we were able to bring those functions into a system that could then be reported on, send automatic reminders, and create dashboards. This has been hugely beneficial in not losing sight of action items etc.
Mallori Barg | 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

Pricing Details

Deltek Vision

General

Free Trial
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

Deltek Vision
7.3
Microsoft Dynamics 365
8.3

Likelihood to Renew

Deltek Vision
10.0
Microsoft Dynamics 365
7.9

Usability

Deltek Vision
7.0
Microsoft Dynamics 365
8.9

Support Rating

Deltek Vision
9.0
Microsoft Dynamics 365
10.0

Online Training

Deltek Vision
Microsoft Dynamics 365
7.5

Implementation Rating

Deltek Vision
Microsoft Dynamics 365
9.2

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