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.
$44
per month
Paylocity
Score 8.2 out of 10
N/A
Paylocity provides 24/7 access to your online payroll and human resource data management. Paylocity offers highly customizable payroll functionality, as well as HR, benefits administration, and time and talent management programs.
ADP is not user-friendly. It was hard to run payroll, hard to pull reports. And the customer service, they just aren't willing to help and it takes a long time and when you have employees that need things and you are under a deadline or under pressure to get certain things …
Paylocity's ease of use, support, and tax work, puts it miles ahead of the competition. Plus their work getting the PPP/COVID prepared and reported on was needed during the pandemic.
Everyone I talked to on the support team, was able to answer, and if they were not, they were …
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.
Paylocity makes record keeping and payroll so simple. The times are able to be imported from time keeping saving tons of time and frustration. Going from manual entries to a more automated system has saved so much time. Whether a company is small or large or there are multiple companies that you take care of the system will work for you.
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.
Payroll is made pretty easy. I love that we have the ability to log into payroll, we just upload the information from commissions, things like that where there are exceptions to a regular payroll run. It may make it very easy to do that, just a quick upload. Additionally, when we're in the payroll grid, it gives us the ability to just make quick changes to people's pay or their tax schedule, tax withholdings, things like that without having to go through a lot of different screens. It's just very easy to access just for the click of a button. Love that.
We talked about performance reviews, talked about payroll with benefits administration, it allows us to utilize EDI feeds with our benefit vendors so it creates a seamless, but we just enter the information into Paylocity and then it seamlessly provides that information to our vendors. That's been really helpful. And adjusting benefits is also very easy within Paylocity. I love the recent edition of compensation analysis information, so I'm able to go into the compensation module and look for jobs that are similar to a job title at our company. I can enter the job description, I give them what state that the person or the job is in, and it pops out compensation data. It gives me different options, so titles that might be similar. So if there's not something that's an exact fit, I'm able to find something really, really close. It's been a huge upgrade because before that I was having to use a different vendor and paying $400 per job and now it's significantly less expensive to Paylocity and I'm still getting great quality data. It's been very helpful.
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'd like to see a forum in which users could discuss the platform, raise both questions and concerns. I feel that changes are done without enough input from users.
Improving hold time recently with customer service.
Accuracy of new 'graphic' payroll report - the new report is not complete when payroll is done, so it is unusable from my perspective. I rely on the preprocess payroll register. This is one of those 'improvements' that have not been positive in my experience.
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.
There are several technical issues we have experienced this past year with the employee onboarding process that we are still waiting to have resolved. Overall our experience with Paylocity has been positive, and we love how user-friendly and easy to navigate the system is. It has made all of our HR processes much more streamlined and efficient.
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
I love Paylocity. As I have stated before I love the user friendliness of the system. I have used more than four different payroll systems during my career, and I have found Paylocity to be the most user friendly of all the systems I have used. I was able to catch on within two days of my training. The system has a lot of features I use on a daily basis and over the years I have not had a desire to change systems.
Over the last 3 years, we've only had one major service issue that rendered Airbase unusable for us for about 24 hours. That said, they navigated the SVB bank crisis very well and made sure funds were available during that time.
We had some minor hiccups throughout the year but they have all been fixable. Paylocity integrates well with our 401k provider, Principal, and our benefits, OneDigital. It makes it simple to house everything and have it all connected. It doesn't slow anything down to have Principal integrated. It makes it more efficient
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.
It is very hard to get answers to your questions, you cannot speak to someone without days of requesting assistance or answers and then eventually can get a call back and then it is usually resolved fairly quickly. But NOT easy to get that help.
I didn't have in-person training, but I'm sure it was just as great as any other training/assistance Paylocity provides. Paylocity customer service is always available. You never have to be on hold and their answers are always accurate and timely. Documents in the help section are helpful as well. My in-person training was conducted y one of our employees who was involved in the initial set-up and training of all employees. She was excellent.
Our rep was very thorough and made sure we fully understood the software before turning us loose alone. Paylocity was very good to do periodic check ins to ensure we understood the features and answered any questions we had. The training reps are very well trained and are very patient with clients.
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.
Implementation was a bit bumpy and Paylocity team not always available for next steps and/or questions. I feel like Paylocity could have done a better job in their fact finding as far as what we were currently doing, our payroll policies and needs, etc. so that we would have run into less issues as we moved forward.
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
There is no comparison. Paylocity offers so much more to its clients. Their pricing is unbeatable and they provide a much bigger variety of features and customization. I had to use 6 different platforms to cover all necessary areas for our business, when I am now solely using Paylocity for everything.
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.
We have gone from a medium sized company to a larger company with no issues whatsoever with Paylocity being able to keep up or do what we need it to do for the size of our needs. In fact, it does more than we even use at this juncture
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.
Some are knowledgable others not as much and sometimes instead of helping you fix the issue will just give you some directions and expect you to try to figure it out yourself. Also, when your Account Manager needs to escliate the issue to another group, it can take a long time for them to get to your issue and there's no commuication.
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.
Paylocity has helped us with recruitment by streamlining the process and making it efficient. It is saving me time.
Paylocity has also helped us with compensation so we can create a fair and robust compensation plan.
I also like using the data insights feature, which helps me keep track of over time, payroll and benefits costs, and retention numbers. This also saves me time as it is all in one place.
