Microsoft Dynamics 365 vs. Odoo

Based on user experience, I would like to recommend this software to my friends or colleagues on the AP Handling. I like AP recording the most because it makes my work easy. I have been using this for the past 2 years, and it's one of the best for this task. Easy to use and user-friendly.

Incentivized

Implementation was a terrible experience for us. Because it required a third party, we ended up way over budget and schedule. While Odoo advertises that it works with many systems, these third-party integrations often don't work out of the box and require extensive coding to set up. Furthermore, these "apps" can frequently break or lose integration.

Incentivized

• 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.

Incentivized

• Possibility to customize the fields and some workflows is rather simple and a lot of tutorials are available on the internet.
• The community version is free as are most modules and some paying modules developped for specific purposes are available in the marketplace.
• It is easy to configure products with accounting, everything is smooth.

Incentivized

• 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.

Incentivized

• We had to work with an implementation team to customize Odoo into something that could truly work for us.
• I would like to be able to run some reports in an easier way.
• We did have to implement the use of an iOT box as well for something like printing barcode stickers.

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.

The system has a generally easy to use interface. This is from log in, to switching of environments, to switching of user roles. Even the Business Central reports are relatively easy to use in comparison to other systems. And knowing that the data in Business Central can easily be made available and reports generated via the Microsoft Power BI makes it even a better a system.

Once you complete the training with Odoo, you have a great grasp of how the system works, and most every feature is intuitive- There is rarely a task within Odoo that I get frustrated trying to figure out- I can typically look through the system and find what I need to do, and if I ever do need support, the Odoo Support team is excellent

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

Easy - there is NO SUPPORT (like in ABSOLUTELY NOTHING!!!!!!!). Even for legally mandatory requirements where the system MUST work, they will gladly take a month to get back to you with a NON-answer. We couldn't even get our bank statements correctly into Odoo for 2 months - leading to no reconciliation and the company accounts were a mess (still are!!) as a result - Completely irresponsible. Have not EVEN had an apology from Odoo - they couldn't care less !!

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.

Microsoft Dynamics 365 is much more robust, with more customizable features, such as user-specific settings and customer customization options. The system is easy to us,e and all modules can be customized to the exact need of the user. The standard version includes everything you need for a small business that is starting out. Additional features can be added as needed.

Incentivized

Compared to Zoho, I think Odoo lacks some clear ease of use that Zoho provides out of the box. Mainly the easy importation of leads and conversion / tracking. Additionally Zoho analytics is easier to customize the dashboard from the menus. After some tinkering I think you can get the same thing with Odoo, it's language and logic just take some geting used to. Airtable provides similarly easy to customize dashboards that are aesthetically appealing. but lacks the ability to track the customer journey as effectively as Odoo or Zoho systems.

Incentivized

• If you know your stuff, this product does just fine. They are always adapting (aren't they all, always?), so expect it to grow and for you to grow with it.
• Don't expect new employees, or places with high turnover, to ease into this product quickly, or even on a moderate time table.

Incentivized

• It has helped us improve our purchasing and sales flow, now it is more organized, we can see which product was purchased from which supplier and which price is more convenient, very good
• It helps to manage payments efficiently, and in less time than when it was managed manually, so it is a positive point that we can rescue in our organization.
• In my case, managing inventory helps me more easily locate the most specific products that I require. Currently, we do not have details of mismatches with the products, so my inventory and my stock are kept perfectly updated.

Incentivized