Microsoft Dynamics 365 vs Oracle CX Marketing (formerly Oracle Marketing Cloud)

• 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.

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• Drag and Drop Campaign and Program building - Makes it visually easy to follow but allows you to do complex logic and workflows if needed.
• Continuous expansion of interoperability with other apps, including ones you can build or are pre-built. You can control the scalability and enhanced functionality within Marketing without having to go to IT or a programmer to get it. This allowed us to implement SMS messaging.
• Design Capabilities are progressive and responsive. This makes it easier for us to design on the fly or make changes without having to have a designer code every time.
• Outlook Plug-in - So glad they brought this back. It's an amazing tool to help control branding standards throughout the organization and rouge emails sent externally outside of Eloqua. You can have salespeople, agents, etc. that send out personal emails but you want to be able to ensure consistency in messaging and design and be able to track those external activities.

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• 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.

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• User Interface - The UI is a bit outdated and clunky, but gets the job done with some getting used to.
• Training - There isn't much out there for training, unless you are willing to pay Oracle or a 3rd party.
• Support - There is no dedicated support and you have to use their portal. It sometimes take awhile to get things looked at or fixed, but they eventually get to it.

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• It is hard to say, the reason why we are using Microsoft Dynamics CRM is because it is provided to us for free.
• It could be worthwhile to investigate whether an alternative CRM (even though paid) can be used to boost the ROI

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• We are able to use it to help our clients scale through testing
• We have been able to measure the impact of our events and sales events so we can determine which events to continue in the future and determine future investment
• Launch a new brand out of Eloqua and measure awareness

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