Microsoft Dynamics 365 vs. Picsello

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

Picsello helps you stay on task. I have struggled with being too nice to clients in regards to when they pay for my services but Picsello fixed that. A payment schedule is included in the proposal process so when you send the email to your client, they'll get their contract, questionnaire, pricing details and a request for payment to secure booking. That's one less item on my to-do list and I can move forward with my workflow.

• 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

• Smart Profit Calculator helps you make money from your business!
• Photo Galleries are already linked to a world class printer so your clients can start ordering right away.
• Control over pricing allows you to set the profit you earn from print and product sales.
• An embed lead form is available so you can get new clients directly from your website started as a lead in Picsello.

• 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

• People like flexibility and being able to work with previously established vendors that are different from the print vendor currently available in Picsello. I know additional partnerships are forthcoming and once they do I think this product will only increase in popularity.
• One feature that would be helpful is to be able to block off time in the calendar so potential clients can view your availability.
• I'd like to be able to enter multiple contacts under a single client. If you have a large group and you have their email addresses you could send the gallery to more than one person but from the same job.

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 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

Picsello is a 10 because it has everything I need to successfully run my photography business. I can communicate with my client, get them booked and paid all in one location. I don't need a separate gallery manager, I don't need to remember gallery passwords, I don't have to worry if I remembered to send a contract to a client, I don't have to worry if I don't hear back from a client about their gallery because Picsello will tell me when they logged in to view it. And best of all, I know what I need to charge in order to earn the goal I set for myself and at the end of the day, it's all about earning money doing something you love!

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

The people at Picsello are genuinely interested in seeing you succeed! Are you having trouble deciding what to charge? They have a Mastermind Facebook group, and they have business coaching available. Are you frazzled and just need a little extra help, Customer Success is there to listen and dive into the app with you. Are you new and just need some guidance? Customer Success is there to walk you through the process or send links to demo videos or to sign you up for a one-on-one meeting. These people have been truly nice to me as I've gotten help and learned the product. Customer Service is a big deal to me and this company is going to have my business for a long time.

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 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

Against Pixieset: I like Picsello better for a client experience and managing pricing and galleries. Pixieset is too complicated and cumbersome. Setting up the store is required before you can sell products on Pixieset and that's one large step more than Picsello. Against Honeybook: This is a product that's too generic and doesn't have even half the features of Picsello. It might work for freelance type work but a photographer needs way more than what is offered. It's just not made for photographers so it fails to hit the mark. Shootproof is another I tried but it's just not robust enough. There aren't enough features to help you successfully run your business, but if you'd like to add music to a photo montage, they've got you covered. That's fun to have but it's more important to earn a livable income and Picsello has them all beat with the Smart Profit Calculator!

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.

• 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

• By incorporating everything I need in a single email to my client, it saves me time. The contract, questionnaire, pricing details and payment are all sent over in one email and the automation takes over from there as the client signs everything and returns it with payment. So much time saved!
• Having all my clients saved in this platform is a space saver for my Contacts app and so easy for me to contact them on the go since Picsello is mobile-ready. I can use it's full features anywhere!
• The questionnaires are a godsend! I use to have word documents saved all over my laptop from clients but having everything in the Picsello app is way move convenient!
• The photo galleries are given a password and it's automatically entered into the email you send your clients when you share the gallery. I used to have to come up with a password and keep track of it in case a client lost it. Such a pain! This is so much easier and I literally don't even think about this anymore since Picsello does it for me!