Epicor Prophet 21 is an ERP for distributors, allowing companies to manage their supply chain with one ERP, with industry-specific functionality, cloud-based applications to modernize operations, connected ecosystems to ensure visibility across the organization and AI-infused solutions to drive efficiencies.
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Microsoft Dynamics 365
Score 8.0 out of 10
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Microsoft Dynamics 365 is a CRM providing sales, marketing, and service functionality. It is offered as SaaS and on-premise. Dynamics 365 is part of the larger Dynamics suite of business intelligence and ERP products.
Dynamics seems to have a higher market penetration but takes a lot of customizations to make it work. Epicor Prophet 21 can run just about any company without major customizations.
I found Microsoft Dynamics to be the best for customizing the system to fit the business needs. Cargowise and Synapse both had their limitations as found with P21. P21 has been used by the company long before I joined the team, and the best I can do is learn how to use it to …
Epicor seems to handle order management very well. The process flows from start to finish smoothly and is easy to learn. Regarding service orders and related jobs, the process is not intuitive and is very clunky. Locating all the details of a service order is difficult and definitely requires training from someone experienced with the system to learn how to navigate it. Ensuring everything is entered for billing and/or follow-up needs for service orders isn't always easy, from what I have seen. I don't work much with the service orders side of our operations, but what I have seen has given me the solid impression that there are areas for improvement.
Provides our company access to manage and customize the folds tailored to our needs. We needed to have certain paragraphs on certain paperwork per customer. MD 365 has those options to customize where needed and remove when not. The system is easy to navigate, and training can be done in a matter of days, even without prior knowledge of the system or similar systems.
Best to use for AP - like in our organization, there are plenty of AP bills, so with Dynamics, we can quickly enter the same into the Excel utility, which means CSV-based upload, and then we can easily upload the same to the software. It's a time saver.
Best for Bank reconciliation - MS Dynamics makes Bank reconciliation easy. Banks can easily sync with software and easily get reconciled.
Generating invoices to customers and directly sending them to their inbox is easy with this software.
Some background technologies are still a bit behind the current development technologies in the market.
Only started offering a Web-based front end to Prophet 21 in the past year, and it still has a number of limitations not present in the client-based program
When new iterations/version are released, there are often significant bugs that require opening Support Requests
Epicor (P21) Support is still not the most responsive or efficient
Small learning curve, obviously. You won't figure this out in a day, a week, or even a month. But given time, you can learn to be an expert. Or you can always get a consultant or hire in somebody. But learning the tool isn't out of the questions by any means.
Licensing can be confusing at times and isn't cheap, but it is cheaper than Salesforce. Plus no additional fees for data calls to better integrate your D365 CE data with other systems.
The Classic user interface left a bit to be desired, but now with the much-improved Unified Interface, the web client and the mobile client look the same, much more modern, and have more flexibility and power behind them for customizers as well.
I've used Epicor Prophet 21 for about 12 years (in various iterations). It started out as CommerceCenter by Prophet 21 then became Prophet 21 by Activant and then Prophet 21 by Epicor. So frequently, when a software company is acquired, it stops being great. That has not been the case with Epicor Prophet 21. Over the years they've been under Epicor, the product has just gotten better and better, with major extensibility enhancements and new mobile components coming online.
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.
Too many tabs and hard for users to understand where to click - took a year to get comfortable entering sales orders, and I'm pretty good with technology - I can't imagine for others who aren't as comfortable. Not clear who to go to for help - limited help files, especially for process transactions.
The usability is easily adopted for users familiar with other Microsoft products. Dynamics 365 has several interfaces that cross over browsers and tablets. These multiple interfaces will be phased out and updated to a single unified interface eventually to provide the same usability across all devices. The backend configurations is slowly improving with the introduction of PowerApps compared to pre-D365 Online versions
When hosted locally, you don't have to worry about outages unless the power goes out and the battery backups fail. It can also be hosted in the cloud which is as reliable as your internet connection. There's really no concern for outages in the software by itself. Outages are controlled by external factors.
I do feel like there are some screens and reports that could be streamlined. Prophet 21 likes to load features all at once when going into a program but a quicker load time into order entry, for example, is worth having a little latency while a non-essential tab that doesn't get used very often is opened.
Many times, I am asked the same questions I already put in the case. Or am given a KB to look at that I've already tried. Or other times I do not understand what the technician is asking me to do so I will ask for help repeatedly going back and forth. Contacting us and setting up a call is easiest but sometimes the scheduling takes time and the case just sits there stagnant. They have usually solved most of my cases though
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.
The on-site training was great. I give it a 9 because the trainer was a chain smoker who had to excuse herself a lot to smoke. Kind of unprofessional. She was a very good trainer though.
I had a great time with the online training. Most of the online trainings were live which meant you had opportunity to interact with instructors. I liked trying to derail them by posting funny comments to the chat window. The only complaint I had about these is they weren't recorded for later use. Well, another complaint is that they were sometimes too short.
The overall implementation is smooth. Prophet 21 sends someone on-site for as many days as you need them to step through the initial implementation. Data conversion is the biggest trick. Make sure you get help with that portion of implementation. Also, be sure to offer plenty of training incentives to keep people coming back for more training. A little money spent up front will save you tons of headaches later.
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.
I have not looked at them in detail, but have received a lot of positive comments through out the industry, we're on the fence in regards to viability of cloud based solutions, but from the information we have received it seems like NetSuite has developed a good solution for the industry.
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
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.
Prophet 21 is very reliable. The database is robust and well designed. The application is also hard to break. If there's one feature I don't like, it's that they haven't accounted for the dreaded single quote. That's kind of the bane of Microsoft SQL's existence. They need to escape that character in every field that will accept it in the system. Otherwise, the system throws all kinds of errors and many times will crash.
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.
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.
