Microsoft Dynamics 365 vs. Oracle PeopleSoft ERP

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

Well suited for established, large organizations with a large user base and the ability to devote significant resources to design and implementation of a vetted, long-term solution for business processing. Not well suited for very small businesses or businesses whose business processes are changing continuously. Changing PeopleSoft for business process changes/modifications requires significant time and resources due to the design, testing, and implementation tasks involved

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

• PeopleSoft has great development tools to help support the application. The application designer is a robust tool that provides the PeopleSoft Developer a powerful user interface to help support the PeopleSoft Financials application.
• PeopleSoft Financials delivers robust financial reporting capabilities. With the use of nVision, queries, BI Publisher, and trees the Finance team can create all their reporting needs in an automated fashion.
• PeopleSoft Financials has streamlined interfaces from the subsystems to the General Ledger. There is drill back capabilities from GL to the various subsystems to perform streamlined account reconciliations.

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

• Inability to view the results of multiple queries at once in the Query Viewer.
• Although there is excellent integration with Oracle's other products, there is an unacceptable amount of support for other third party vendors.
• Personalization Feature for a Quick-Access Menu. Due to the abundance of features in PeopleSoft SCM, it sometimes takes a while to find that one option as there are so many others in the same menu. It would be nice for a user to be able to drag and drop some options they use frequently into a Quick-Access menu.

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.

PRISM is a great tool to track and watch numerous financial documents. I would like to see more of an integration platform that would control tracking for specific project details. There is currently only a little section for job notes which I would like to see improve. I think navigation could be improved, but isn't the worst compared to some platforms I have worked with as it provides a tree like structure on the backend which helps synchronize information together for fiscal financials.

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.

The usability is very outdated In my opinion. The screens resemble those of Windows 3.1. Too many clicks and drop-downs or clicks to go to a new screen. The business logic also appears dated and requires an update. Overall, it does not have a pleasing User Interface and should be refreshed, or a new interface should be built from the ground up.

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

I can't give them a perfect rating because it does often take a long time and usually more [expensive] to resolve trying issues that cannot be solved by our in-house team. PeopleSoft is complicated, and the mix and match of user-created and stock modules cause problems very often. These usually require more customization to completely fix, requiring more money spent with

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.

I recommend that everyone pay special attention to developing a solid testing and training plan if you are even thinking of implementing PeopleSoft. Be ready to obtain good trainers and developers, otherwise, your journey can be unnecessarily painful and much more expensive. Try to stay with an implementation partner who really has your needs at heart, and actually takes the time to understand your organization!

Incentivized

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

It is pretty much in line with PeopleSoft Financials because it gives seamless integration between Financials and HCM. Also, when you have both the softwares on same technology, it is very cost effective. One of the reason for selecting PeopleSoft Financials and HCM are their capability to customize the business process. We have gone so far that we have built the bolt-on solutions.

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

• Positive tracking of ledger information for all areas of the organization. Our organization has multiple business units that require the accurate and complete tracking of transactions and budgetary history going back multiple years, which PeopleSoft Financials has done
• Ability to connect with external vendors easily and to export any and all file types and connect to service operations/web services as well as accept and process transactions from external systems has brought a positive impact
• PeopleSoft provides the framework to reconcile transactions across the organization and within different business units to provide transparency and transactional history for metrics and data analysis

Incentivized