Lightspeed Restaurant vs. Microsoft Dynamics 365

One thing Upserve [POS (formerly Breadcrumb)] does well is splitting customer checks is very easy and intuitive. We used to host a lot of groups (pre pandemic) and splitting checks can be a nightmare. But they let you split it evenly by number or by item. You can even split one item (say, an app) across multiple checks.

Incentivized

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.

Incentivized

• Reporting: Upserve's backend reporting system is unparalleled in this industry. It's extremely robust and gives us eyes into every nook and cranny of our business.
• Intuitive: The Upserve POS is nearly as intuitive as Square. The ease of use really helps us provide great service without spending a fortune in training.
• Extras: A quality POS system is assumed with Upserve. It has all the bells and whistles and it's very effective. What takes Upserve over the top is all the added features. Our online ordering system, loyalty program, delivery platform integration, KDS system, and soon to be inventory management are all provided for free with our system. The other benefit is all these features are seamless and work really well.

Incentivized

• 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.

Incentivized

• On the KDS, the system will re-fire tickets when we split checks and sometimes when simply closing out.
• On the KDS, when someone adds onto an order that has already been bumped from the screen and doesn't put the new item at the end of the queue. It bumps it to the front and keeps the original time of the original order. This makes it difficult to process the order and determine the priority of which order should be fulfilled.

Incentivized

• 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.

Incentivized

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.

Upserve is very intuitive. It utilizes a tab system along the left side of the screen for easy access to menu categories. After choosing the tab you want to view (i.e. Food), all the food items and/or sub categories show up instantly on the screen. once your items are chosen, you are a card swipe away from starting the payment process. Very easy. That said, there are a few minor issues with usability. For example, splitting checks is really quite difficult. You have to create new checks one at a time, then have to go searching for the checks to ring guests up. Really not intuitive on this front. Thankfully, it's not incredibly inhibitive

Incentivized

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

Incentivized

Seriously, if I could give a 12 rating I would. Upserve support is 24/7 and completely free. No extra fees on evenings or weekends and they are fast. You can actually start a chat support straight from your ipad screen. 90% of our support issues have been solved in just a few minutes from the chat screen. That said, I prefer the phone. Calling into Upserve support is just as easy and everyone is always friendly and fast

Incentivized

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.

Incentivized

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.

Lavu is the worst POS system I have ever encountered. It was the most frustrating part of everyone’s shift. They were never available for customer service, Upserve is. Their system would shut down across regions, Upserve does not. Upserve (at the time Breadcrumb) was highly rated and praised for simplicity.

Incentivized

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

Incentivized

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.

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.

• Bestsellers and slower items rise to the top in reporting features, making analysis quicker.
• Dramatically reduced server error
• Posed a challenge to continue face-to-face contact between servers and cooks; the POS tends to end conversations about special orders, special customer requests or restrictions, and generally conveys the nuances that contribute to excellent service. So we have to make a conscious effort to continue talking to each other.

Incentivized

• 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.

Incentivized