Top Rated
819 Ratings
6 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.3 out of 100
Top Rated
819 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 7.8 out of 100

Feature Set Ratings

    Project Management

    4.7

    Deltek WorkBook

    47%

    Microsoft Dynamics 365

    Feature Set Not Supported
    N/A
    Deltek WorkBook ranks higher in 14/14 features

    Task Management

    4.0
    40%
    3 Ratings
    N/A
    0 Ratings

    Resource Management

    6.0
    60%
    3 Ratings
    N/A
    0 Ratings

    Gantt Charts

    4.0
    40%
    3 Ratings
    N/A
    0 Ratings

    Scheduling

    2.0
    20%
    3 Ratings
    N/A
    0 Ratings

    Workflow Automation

    2.0
    20%
    3 Ratings
    N/A
    0 Ratings

    Team Collaboration

    7.0
    70%
    3 Ratings
    N/A
    0 Ratings

    Support for Agile Methodology

    3.0
    30%
    2 Ratings
    N/A
    0 Ratings

    Support for Waterfall Methodology

    3.0
    30%
    2 Ratings
    N/A
    0 Ratings

    Document Management

    2.0
    20%
    3 Ratings
    N/A
    0 Ratings

    Email integration

    3.0
    30%
    3 Ratings
    N/A
    0 Ratings

    Mobile Access

    5.0
    50%
    3 Ratings
    N/A
    0 Ratings

    Timesheet Tracking

    10.0
    100%
    3 Ratings
    N/A
    0 Ratings

    Change request and Case Management

    4.0
    40%
    2 Ratings
    N/A
    0 Ratings

    Budget and Expense Management

    10.0
    100%
    2 Ratings
    N/A
    0 Ratings

    Professional Services Automation

    9.0

    Deltek WorkBook

    90%

    Microsoft Dynamics 365

    Feature Set Not Supported
    N/A
    Deltek WorkBook ranks higher in 4/4 features

    Quotes/estimates

    10.0
    100%
    3 Ratings
    N/A
    0 Ratings

    Invoicing

    8.0
    80%
    3 Ratings
    N/A
    0 Ratings

    Project & financial reporting

    8.0
    80%
    3 Ratings
    N/A
    0 Ratings

    Integration with accounting software

    10.0
    100%
    3 Ratings
    N/A
    0 Ratings

    Sales Force Automation

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    8.5

    Microsoft Dynamics 365

    85%
    Microsoft Dynamics 365 ranks higher in 9/9 features

    Customer data management / contact management

    N/A
    0 Ratings
    8.1
    81%
    71 Ratings

    Workflow management

    N/A
    0 Ratings
    7.9
    79%
    70 Ratings

    Territory management

    N/A
    0 Ratings
    8.2
    82%
    54 Ratings

    Opportunity management

    N/A
    0 Ratings
    9.0
    90%
    66 Ratings

    Integration with email client (e.g., Outlook or Gmail)

    N/A
    0 Ratings
    9.6
    96%
    69 Ratings

    Contract management

    N/A
    0 Ratings
    8.4
    84%
    55 Ratings

    Quote & order management

    N/A
    0 Ratings
    8.6
    86%
    51 Ratings

    Interaction tracking

    N/A
    0 Ratings
    8.7
    87%
    63 Ratings

    Channel / partner relationship management

    N/A
    0 Ratings
    7.7
    77%
    54 Ratings

    Customer Service & Support

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    7.5

    Microsoft Dynamics 365

    75%
    Microsoft Dynamics 365 ranks higher in 3/3 features

    Case management

    N/A
    0 Ratings
    7.6
    76%
    54 Ratings

    Call center management

    N/A
    0 Ratings
    7.8
    78%
    46 Ratings

    Help desk management

    N/A
    0 Ratings
    7.0
    70%
    51 Ratings

    Marketing Automation

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    8.3

    Microsoft Dynamics 365

    83%
    Microsoft Dynamics 365 ranks higher in 2/2 features

    Lead management

    N/A
    0 Ratings
    9.1
    91%
    64 Ratings

    Email marketing

    N/A
    0 Ratings
    7.6
    76%
    64 Ratings

    CRM Project Management

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    8.4

    Microsoft Dynamics 365

    84%
    Microsoft Dynamics 365 ranks higher in 3/3 features

    Task management

    N/A
    0 Ratings
    8.3
    83%
    61 Ratings

    Billing and invoicing management

    N/A
    0 Ratings
    8.4
    84%
    46 Ratings

    Reporting

    N/A
    0 Ratings
    8.5
    85%
    56 Ratings

    CRM Reporting & Analytics

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    8.6

    Microsoft Dynamics 365

    86%
    Microsoft Dynamics 365 ranks higher in 3/3 features

    Forecasting

    N/A
    0 Ratings
    8.8
    88%
    58 Ratings

    Pipeline visualization

    N/A
    0 Ratings
    8.1
    81%
    63 Ratings

    Customizable reports

    N/A
    0 Ratings
    9.0
    90%
    66 Ratings

    Customization

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    8.0

    Microsoft Dynamics 365

    80%
    Microsoft Dynamics 365 ranks higher in 4/4 features

    Custom fields

    N/A
    0 Ratings
    8.4
    84%
    69 Ratings

    Custom objects

    N/A
    0 Ratings
    8.1
    81%
    64 Ratings

    Scripting environment

    N/A
    0 Ratings
    7.3
    73%
    51 Ratings

    API for custom integration

    N/A
    0 Ratings
    8.1
    81%
    55 Ratings

    Security

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    8.6

    Microsoft Dynamics 365

    86%
    Microsoft Dynamics 365 ranks higher in 2/2 features

    Single sign-on capability

    N/A
    0 Ratings
    8.8
    88%
    59 Ratings

    Role-based user permissions

    N/A
    0 Ratings
    8.5
    85%
    60 Ratings

    Social CRM

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    8.2

    Microsoft Dynamics 365

    82%
    Microsoft Dynamics 365 ranks higher in 2/2 features

    Social data

    N/A
    0 Ratings
    7.9
    79%
    39 Ratings

    Social engagement

    N/A
    0 Ratings
    8.5
    85%
    40 Ratings

    Integrations with 3rd-party Software

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    8.2

    Microsoft Dynamics 365

    82%
    Microsoft Dynamics 365 ranks higher in 2/2 features

    Marketing automation

    N/A
    0 Ratings
    8.3
    83%
    59 Ratings

    Compensation management

    N/A
    0 Ratings
    8.2
    82%
    32 Ratings

    Platform

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    8.5

    Microsoft Dynamics 365

    85%
    Microsoft Dynamics 365 ranks higher in 1/1 features

    Mobile access

    N/A
    0 Ratings
    8.5
    85%
    51 Ratings

    Attribute Ratings

    • Deltek WorkBook is rated higher in 3 areas: Likelihood to Recommend, Usability, Support Rating

    Likelihood to Recommend

    8.0

    Deltek WorkBook

    80%
    3 Ratings
    7.9

    Microsoft Dynamics 365

    79%
    92 Ratings

    Likelihood to Renew

    Deltek WorkBook

    N/A
    0 Ratings
    7.9

    Microsoft Dynamics 365

    79%
    19 Ratings

    Usability

    9.0

    Deltek WorkBook

    90%
    1 Rating
    8.2

    Microsoft Dynamics 365

    82%
    22 Ratings

    Support Rating

    9.0

    Deltek WorkBook

    90%
    1 Rating
    8.2

    Microsoft Dynamics 365

    82%
    16 Ratings

    Online Training

    Deltek WorkBook

    N/A
    0 Ratings
    7.5

    Microsoft Dynamics 365

    75%
    2 Ratings

    Implementation Rating

    Deltek WorkBook

    N/A
    0 Ratings
    9.5

    Microsoft Dynamics 365

    95%
    8 Ratings

    Contract Terms and Pricing Model

    Deltek WorkBook

    N/A
    0 Ratings
    5.6

    Microsoft Dynamics 365

    56%
    4 Ratings

    Professional Services

    Deltek WorkBook

    N/A
    0 Ratings
    7.4

    Microsoft Dynamics 365

    74%
    2 Ratings

    Likelihood to Recommend

    Deltek, Inc.

    My recommendation very much depends on who the colleague is. I would recommend WorkBook if it is an accountant, project manager or someone similar, and if the setup is done within WorkBook and passwords, etc. are being used within WorkBook only. I would tell IT Managers to avoid the application and think twice in terms of access management etc.
    Read full review

    Microsoft

    We work in a Cloud environment with Azure where using Microsoft Dynamics 365 as a CRM and ERP application helps us to a great extent. We mostly deal with data projects at the moment and combining/Integrating Microsoft Dynamics 365 with other Microsoft applications is easier that helps us to meet the project objective and our goal.
    Read full review

    Pros

    Deltek, Inc.

    • Workbook handles all processes in a consultancy company
    • Workflow options on all thinkable processes
    • Support global growth and intercompany management
    • Strong planning tool
    • Able to manage multiple clients to one project
    • Advanced template set-up
    • The communication module, so all relevant information is available on the projects
    • Flexible planning and project management
    Read full review

    Microsoft

    • 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.
    Read full review

    Cons

    Deltek, Inc.

    • The integrations on IT level are not great and should be improved.
    • Change of IP's that's used for logins are being changed without reporting it to super users.
    Read full review

    Microsoft

    • 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.
    Read full review

    Pricing Details

    Deltek WorkBook

    Starting Price

    Editions & Modules

    Deltek WorkBook editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      Required $19

      Additional Details

      BASIC PLAN INCLUDES TIME SHEET INCLUDES IPHONE & ANDROID APP Log your time on any job you have access to and get a reminder if you forget to submit hours. You can log your time on any job; billable, non-billable, customer jobs, and internal jobs. WorkBook also keeps track of absence entries and holiday requests. CUSTOMERS & PROJECTS Add as many customers, contacts, and projects/jobs as you like. Jobs are connected to clients and each job can be set to be billable, non-billable, internal, or a client job. COLLABORATION Collaborate with your colleagues and clients and keep track of comments, news, events, and notifications. Receive notifications whenever you need to approve anything, or a warning if something is about to go wrong. FILE SHARING Save all of your files in WorkBook and benefit from having them being kept secure in one, central location. Whenever a new customer or job is added, WorkBook will automatically create a folder structure (decided by you), allowing you to upload all of your documents and briefings to WorkBook. WorkBook will connect directly to your local file server or online storage, which means that you can save your files locally and have them be shown in WorkBook. Moreover, we have options to integrate with Google Drive or Dropbox.

      Microsoft Dynamics 365

      Starting Price

      $44 per month

      Editions & Modules

      Microsoft Dynamics 365 editions and modules pricing
      EditionModules

      Footnotes

        Offerings

        Free Trial
        Free/Freemium Version
        Premium Consulting/Integration Services

        Entry-level set up fee?

        No setup fee

        Additional Details

        Likelihood to Renew

        Deltek, Inc.

        No answers on this topic

        Microsoft

        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.
        Read full review

        Usability

        Deltek, Inc.

        Gets the job done, just not the sexiest.
        Read full review

        Microsoft

        It's one of the greatest CRM systems on the market, in my opinion, and it combines lighter ERP functions with CRM. I believe it to be the greatest program that is user-friendly and in line with our demands, regardless of what I'm working with my information sets and on the cloud.
        Read full review

        Support Rating

        Deltek, Inc.

        Great implementation support, but haven't had many questions since.
        Read full review

        Microsoft

        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.
        Read full review

        Implementation Rating

        Deltek, Inc.

        No answers on this topic

        Microsoft

        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.
        Read full review

        Alternatives Considered

        Deltek, Inc.

        Timelog, e-conomic project module and podio
        Read full review

        Microsoft

        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
        Read full review

        Contract Terms and Pricing Model

        Deltek, Inc.

        No answers on this topic

        Microsoft

        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.
        Read full review

        Professional Services

        Deltek, Inc.

        No answers on this topic

        Microsoft

        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.
        Read full review

        Return on Investment

        Deltek, Inc.

        • WorkBook is one of the cheaper solutions on the market, which, in the long term, gives a great ROI.
        • We have spent a lot of time on support which is a negative impact.
        Read full review

        Microsoft

        • 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.
        Read full review

        Screenshots

        Add comparison