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Deltek WorkBook vs. Microsoft Dynamics AX (discontinued)

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Deltek WorkBook

    Score8.3 out of 10
    N/ANow from Deltek (acquired 2017), WorkBook is a project management solution. Designed for advertising and communications agencies with 30+ employees, the vendor says WorkBook is the perfect solution for multiple locations and collaboration through integrated conversations. Additionally the vendor says it is ideal for project-driven organizations that require CRM, forecasting, project and resource management, traffic as well as integrated billing and accounting. It's a customizable solution with…N/A

    Microsoft Dynamics AX (discontinued)

    Score4.8 out of 10
    N/AMicrosoft Dynamics 365 for Finance and Operations (or Dynamics AX) was an ERP product in the Dynamics family. It has been split into separate Dynamics 365 products and is no longer available.N/A
    Pricing
    Deltek WorkBookMicrosoft Dynamics AX (discontinued)
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Deltek WorkBookMicrosoft Dynamics AX (discontinued)
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup Fee$19 per monthNo setup fee
    Additional DetailsBASIC 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.—
    More Pricing Information
    Features
    Deltek WorkBookMicrosoft Dynamics AX (discontinued)
    Project Management
    Comparison of Project Management features of Deltek WorkBook and Microsoft Dynamics AX (discontinued)
    Feature
    Deltek WorkBook
    4.6
    3 Ratings
    50% below category average
    Microsoft Dynamics AX (discontinued)
    -
    Ratings
    Task Management4.03 Ratings00 Ratings
    Resource Management6.03 Ratings00 Ratings
    Gantt Charts4.03 Ratings00 Ratings
    Scheduling2.03 Ratings00 Ratings
    Workflow Automation2.03 Ratings00 Ratings
    Team Collaboration7.03 Ratings00 Ratings
    Support for Agile Methodology3.02 Ratings00 Ratings
    Support for Waterfall Methodology3.02 Ratings00 Ratings
    Document Management2.03 Ratings00 Ratings
    Email integration3.03 Ratings00 Ratings
    Mobile Access5.03 Ratings00 Ratings
    Timesheet Tracking10.03 Ratings00 Ratings
    Change request and Case Management4.02 Ratings00 Ratings
    Budget and Expense Management10.02 Ratings00 Ratings
    Professional Services Automation
    Comparison of Professional Services Automation features of Deltek WorkBook and Microsoft Dynamics AX (discontinued)
    Feature
    Deltek WorkBook
    9.0
    3 Ratings
    16% above category average
    Microsoft Dynamics AX (discontinued)
    -
    Ratings
    Quotes/estimates10.03 Ratings00 Ratings
    Invoicing8.03 Ratings00 Ratings
    Project & financial reporting8.03 Ratings00 Ratings
    Integration with accounting software10.03 Ratings00 Ratings
    Payroll Management
    Comparison of Payroll Management features of Deltek WorkBook and Microsoft Dynamics AX (discontinued)
    Feature
    Deltek WorkBook
    -
    Ratings
    Microsoft Dynamics AX (discontinued)
    8.8
    8 Ratings
    16% above category average
    Pay calculation00 Ratings9.07 Ratings
    Benefit plan administration00 Ratings9.05 Ratings
    Direct deposit files00 Ratings8.05 Ratings
    Customization
    Comparison of Customization features of Deltek WorkBook and Microsoft Dynamics AX (discontinued)
    Feature
    Deltek WorkBook
    -
    Ratings
    Microsoft Dynamics AX (discontinued)
    7.0
    13 Ratings
    8% below category average
    API for custom integration00 Ratings5.013 Ratings
    Plug-ins00 Ratings8.912 Ratings
    Security
    Comparison of Security features of Deltek WorkBook and Microsoft Dynamics AX (discontinued)
    Feature
    Deltek WorkBook
    -
    Ratings
    Microsoft Dynamics AX (discontinued)
    6.0
    14 Ratings
    34% below category average
    Single sign-on capability00 Ratings5.013 Ratings
    Role-based user permissions00 Ratings7.014 Ratings
    Reporting & Analytics
    Comparison of Reporting & Analytics features of Deltek WorkBook and Microsoft Dynamics AX (discontinued)
    Feature
    Deltek WorkBook
    -
    Ratings
    Microsoft Dynamics AX (discontinued)
    8.3
    14 Ratings
    9% above category average
    Dashboards00 Ratings9.012 Ratings
    Standard reports00 Ratings7.014 Ratings
    Custom reports00 Ratings9.014 Ratings
    General Ledger and Configurable Accounting
    Comparison of General Ledger and Configurable Accounting features of Deltek WorkBook and Microsoft Dynamics AX (discontinued)
    Feature
    Deltek WorkBook
    -
    Ratings
    Microsoft Dynamics AX (discontinued)
    8.2
    15 Ratings
    6% above category average
    Accounts payable00 Ratings7.015 Ratings
    Accounts receivable00 Ratings7.014 Ratings
    Global Financial Support00 Ratings8.06 Ratings
    Primary and Secondary Ledgers00 Ratings9.07 Ratings
    Journals and Reconciliations00 Ratings7.010 Ratings
    Configurable Accounting00 Ratings9.08 Ratings
    Standardized Processes00 Ratings8.99 Ratings
    Inventory Management
    Comparison of Inventory Management features of Deltek WorkBook and Microsoft Dynamics AX (discontinued)
    Feature
    Deltek WorkBook
    -
    Ratings
    Microsoft Dynamics AX (discontinued)
    8.7
    13 Ratings
    9% above category average
    Inventory tracking00 Ratings8.013 Ratings
    Automatic reordering00 Ratings9.011 Ratings
    Location management00 Ratings9.011 Ratings
    Order Management
    Comparison of Order Management features of Deltek WorkBook and Microsoft Dynamics AX (discontinued)
    Feature
    Deltek WorkBook
    -
    Ratings
    Microsoft Dynamics AX (discontinued)
    7.6
    13 Ratings
    4% below category average
    Pricing00 Ratings8.012 Ratings
    Order entry00 Ratings9.011 Ratings
    Credit card processing00 Ratings3.09 Ratings
    Cost of goods sold00 Ratings8.010 Ratings
    Order Orchestration00 Ratings9.05 Ratings
    Subledger and Financial Process
    Comparison of Subledger and Financial Process features of Deltek WorkBook and Microsoft Dynamics AX (discontinued)
    Feature
    Deltek WorkBook
    -
    Ratings
    Microsoft Dynamics AX (discontinued)
    8.7
    10 Ratings
    14% above category average
    Billing Management00 Ratings8.99 Ratings
    Cash and Asset Management00 Ratings8.010 Ratings
    Travel & Expense Management00 Ratings8.97 Ratings
    Budgetary Control & Encumbrance Accounting00 Ratings8.97 Ratings
    Period Close00 Ratings8.07 Ratings
    Project Financial Management
    Comparison of Project Financial Management features of Deltek WorkBook and Microsoft Dynamics AX (discontinued)
    Feature
    Deltek WorkBook
    -
    Ratings
    Microsoft Dynamics AX (discontinued)
    8.9
    7 Ratings
    16% above category average
    Budgeting and Forecasting00 Ratings9.06 Ratings
    Project Costing00 Ratings8.06 Ratings
    Cost Capture00 Ratings8.05 Ratings
    Capital Project Management00 Ratings9.05 Ratings
    Customer Contract Compliance00 Ratings9.03 Ratings
    Project Revenue Recognition00 Ratings8.95 Ratings
    Project Execution Management
    Comparison of Project Execution Management features of Deltek WorkBook and Microsoft Dynamics AX (discontinued)
    Feature
    Deltek WorkBook
    -
    Ratings
    Microsoft Dynamics AX (discontinued)
    8.8
    5 Ratings
    22% above category average
    Project Planning and Scheduling00 Ratings8.95 Ratings
    Task Insight for Project Managers00 Ratings9.04 Ratings
    Project Mobile Functionality00 Ratings6.04 Ratings
    Definable Resource Pools00 Ratings9.04 Ratings
    Grants Management
    Comparison of Grants Management features of Deltek WorkBook and Microsoft Dynamics AX (discontinued)
    Feature
    Deltek WorkBook
    -
    Ratings
    Microsoft Dynamics AX (discontinued)
    8.7
    4 Ratings
    15% above category average
    Award Lifecycle Management00 Ratings9.04 Ratings
    Procurement
    Comparison of Procurement features of Deltek WorkBook and Microsoft Dynamics AX (discontinued)
    Feature
    Deltek WorkBook
    -
    Ratings
    Microsoft Dynamics AX (discontinued)
    8.7
    7 Ratings
    20% above category average
    Bids Analyzed and Compared00 Ratings9.05 Ratings
    Contract Authoring00 Ratings9.03 Ratings
    Contract Repository00 Ratings9.04 Ratings
    Requisitions-to-Purchase Orders Integrated00 Ratings8.05 Ratings
    Supplier Management00 Ratings8.06 Ratings
    Risk Management
    Comparison of Risk Management features of Deltek WorkBook and Microsoft Dynamics AX (discontinued)
    Feature
    Deltek WorkBook
    -
    Ratings
    Microsoft Dynamics AX (discontinued)
    8.8
    2 Ratings
    26% above category average
    Risk Repository00 Ratings9.02 Ratings
    Control Management00 Ratings9.02 Ratings
    Control Efficiency Assessments00 Ratings9.02 Ratings
    Issue Detection00 Ratings9.02 Ratings
    Remediation and Certification00 Ratings9.02 Ratings
    Logistics
    Comparison of Logistics features of Deltek WorkBook and Microsoft Dynamics AX (discontinued)
    Feature
    Deltek WorkBook
    -
    Ratings
    Microsoft Dynamics AX (discontinued)
    8.5
    6 Ratings
    19% above category average
    Transportation Planning and Optimization00 Ratings8.06 Ratings
    Transportation Execution Management00 Ratings8.05 Ratings
    Trade and Customs Management00 Ratings8.95 Ratings
    Fulfillment Management00 Ratings8.04 Ratings
    Warehouse Workforce Management00 Ratings10.05 Ratings
    Manufacturing
    Comparison of Manufacturing features of Deltek WorkBook and Microsoft Dynamics AX (discontinued)
    Feature
    Deltek WorkBook
    -
    Ratings
    Microsoft Dynamics AX (discontinued)
    7.7
    6 Ratings
    3% above category average
    Production Process Design00 Ratings9.05 Ratings
    Production Management00 Ratings8.05 Ratings
    Configuration Management00 Ratings7.04 Ratings
    Work Execution00 Ratings8.05 Ratings
    Manufacturing Costs00 Ratings9.05 Ratings
    Supply Chain
    Comparison of Supply Chain features of Deltek WorkBook and Microsoft Dynamics AX (discontinued)
    Feature
    Deltek WorkBook
    -
    Ratings
    Microsoft Dynamics AX (discontinued)
    9.2
    6 Ratings
    22% above category average
    Forecasting00 Ratings9.95 Ratings
    Inventory Planning00 Ratings9.05 Ratings
    Performance Monitoring00 Ratings9.04 Ratings
    Product Lifecycle Management
    Comparison of Product Lifecycle Management features of Deltek WorkBook and Microsoft Dynamics AX (discontinued)
    Feature
    Deltek WorkBook
    -
    Ratings
    Microsoft Dynamics AX (discontinued)
    9.0
    3 Ratings
    20% above category average
    Proposal Management00 Ratings9.02 Ratings
    Product Master Data Management00 Ratings9.03 Ratings
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    Deltek WorkBookMicrosoft Dynamics AX (discontinued)
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    KanbanFlow
    Score7.3 out of 10
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    Microsoft To Do
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    User Ratings
    Deltek WorkBookMicrosoft Dynamics AX (discontinued)
    Likelihood to Recommend
    8.0
    (3 ratings)
    8.0
    (19 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    8.0
    (4 ratings)
    Usability
    9.0
    (1 ratings)
    8.0
    (3 ratings)
    Availability
    -
    (0 ratings)
    7.0
    (1 ratings)
    Performance
    -
    (0 ratings)
    7.0
    (1 ratings)
    Support Rating
    9.0
    (1 ratings)
    8.0
    (3 ratings)
    In-Person Training
    -
    (0 ratings)
    9.0
    (1 ratings)
    Online Training
    -
    (0 ratings)
    8.0
    (1 ratings)
    Implementation Rating
    -
    (0 ratings)
    7.3
    (2 ratings)
    User Testimonials
    Deltek WorkBookMicrosoft Dynamics AX (discontinued)
    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.
    Incentivized
    Read full review
    Discontinued Products
    It integrates fully with the other Microsoft software we use daily, and this coordination speeds up our work and gives us the agility to run easily. For example, in a purchase inquiry, the customer, after submitting a request, identifies the teams that should work on the project, and if they need further review by other people, they are added to the process, and everything is managed seamlessly rather than the sales process. Get the result as fast as possible.
    Incentivized
    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
    Incentivized
    Read full review
    Discontinued Products
    • Microsoft Dynamics AX's scalability to meet our regional office needs provide flexibility to the team's requirements.
    • Combined with Citrix Xenapp, the application offers seamless access for users on high latency unreliable network connection to the application.
    • Application maintenance and updates are easy which makes it possible for us to manage remotely considering the servers are located in a remote Asia site.
    Incentivized
    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.
    Incentivized
    Read full review
    Discontinued Products
    • MRP can be slow to adapt to changes in actual production or supply chain transactions.
    • Setting up number sequences seems a trivial matter, but these numbers ID transactions once they are in the ledger and are key--easy to miss this point in the implementation process.
    • Bank rec being easily automated and able to quickly plug into a bank back end to get data is not the best.
    • Payment processing can be 'clunky' based on checks, ACH, Wires...as some of these items are not triggered out of the box in AX, bur are easily added --talking ACH and Wires specifically.
    Incentivized
    Read full review
    Likelihood to Renew
    Deltek Inc.
    No answers on this topic
    Discontinued Products
    Microsoft Dynamics continues to evolve by bringing more functionality to the customer. Also there are several independent software providers that offer a wide range of solutions for vertical markets.
    Incentivized
    Read full review
    Usability
    Deltek Inc.
    Gets the job done, just not the sexiest.
    Incentivized
    Read full review
    Discontinued Products
    Overall the product does what we need it to do in order for us to function as a company. While there are some concerns over ongoing costs, the belief is, once we have it fully acclimated to our business the cost should settle into alignment with our original expectations. The new features that are consistently being added do add value to the product as they are usually customer request directed.
    Incentivized
    Read full review
    Reliability and Availability
    Deltek Inc.
    No answers on this topic
    Discontinued Products
    Some integration and high volume ramping challenges, particularly with BizTalk and SQL Server, but getting sorted out. Outages over time appeared to be more dependent on integration complexity than AX MES.
    Read full review
    Performance
    Deltek Inc.
    No answers on this topic
    Discontinued Products
    Some integration and high volume ramping challenges, particularly with BizTalk and SQL Server, but getting sorted out. Outages over time appeared to be more dependent on integration complexity than AX MES.
    Read full review
    Support Rating
    Deltek Inc.
    Great implementation support, but haven't had many questions since.
    Incentivized
    Read full review
    Discontinued Products
    We use a 3rd-party Microsoft Partner for the system. They are responsive and very knowledgeable. While costs have been mentioned several times in this review they are very aware of costs and have developers who are more economical they use to help offset the level of work required to meet our changes and fix our issues.
    Incentivized
    Read full review
    In-Person Training
    Deltek Inc.
    No answers on this topic
    Discontinued Products
    It took a lot of work, but Microsoft ultimately did a good job with in-person training, including being onsite in multiple global locations for extended periods.
    Read full review
    Online Training
    Deltek Inc.
    No answers on this topic
    Discontinued Products
    Our solution deviated from a number of key out-of-the-box standards that were included in Online training. We just used that for introduction to the general functionality.
    Read full review
    Implementation Rating
    Deltek Inc.
    No answers on this topic
    Discontinued Products
    Some rough spots, but ultimately worked out. The contract didn't appear to be structured to support the level of overlapping facility deployments required to meet timeline commitments. Merging cultures on the program was also challenging. Overall, not an easy implementation by any stretch. Everyone did the best they could.
    Read full review
    Alternatives Considered
    Deltek Inc.
    Timelog, e-conomic project module and podio
    Incentivized
    Read full review
    Discontinued Products
    I was not part of the decision making process to select Microsoft Dynamics AX, however, I do know that an exhaustive search was done and many options were considered alongside Microsoft Dynamics AX and I feel that the right decision was made in choosing this solution.
    Incentivized
    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.
    Incentivized
    Read full review
    Discontinued Products
    • With the robust built-in reporting we were able to drop an external reporting platform that costed about $40,000.
    • API integrations have saved manual entry and reduced having to hire 2-3 people to manage data.
    • Several administrators and developers are required for this which costs about 200-300 thousand in employee costs.
    Incentivized
    Read full review
    ScreenShots

    Deltek WorkBook Screenshots

    Screenshot of TasksScreenshot of Weekly SchedulesProduct screenshotScreenshot of Gantt Chart – Streamline project planning by converting and approved quotes into a schedule with drag ‘n drop resource allocation.Screenshot of Time Entry – Facilitate adoption and ensure accurate time data by integrating task management and time entry.Screenshot of Net Revenue Forecast – Reduce input errors and save valuable time by integrating resourcing, project management and finance to fully control AR and AP and get precise cash flow and net revenue forecasts.