Microsoft Dynamics 365 vs. Sage 100 Contractor

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

If you want a SQL-based ERP, this is a great solution. You can host it locally or on a cloud-based SQL instance. If you want a more modern, browser and cloud-based system, Sage 100 Contractor will not work.

Incentivized

• 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

• Sage integrates very well with our field time tracking software called Exaktime. We import the start/end time card data that includes job costs directly to the PR module which greatly reduces the time it takes to process payroll.
• Sage 100 C payroll calculations and WC/GL overhead calculations are easy to use and understand. The WC/GL overhead calculations are posted to project costs in real-time allowing for accurate total cost reporting of the project.

Incentivized

• 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

• Software maybe be too complicated for smaller contractors
• The dashboard information my be a bit much for some users
• Still an on premise software without a cloud option

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 cost of Sage 100 Contractor software is relatively inexpensive compared to some higher-priced options like Foundation and Microsoft Dynamics GP. But more importantly, the cost of implementing new software is costly. Implementation costs include testing and training. There are also risks involved with switching software such as missing data after conversion. Plus, there are always some unknown downsides to switching that are not apparent until the switch is made such as perceived capabilities that really don't exist. For these reasons, we will likely stay with Sage 100 Contractor for a long time. If we grow (say double) in size, we would consider other options.

Incentivized

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

In the end there are tons of other products that are much better. Time cards don't work, we needed an external software to track this for employees. Estimation is cumbersome, we just used Excel. Payroll was ok, but didn't do employee taxes correctly when they make a certain amount for some reason. Overall, it's a bad product.

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

If we ever have issues with Sage 100, the live chat is an awesome tool. However, most of our live chat inquiries are not because of the issues we have, but more for us to better understand how we are supposed to use the software. Sometimes we ask ourselves "what if we" and if we need guidance, the live chat will provide us with the answers or resources to figure out what we need. They always follow up to ensure the problems we encounter have been fixed. If our issue is an indicator of an upgrade that could be made, Sage 100 C offers a way to submit the idea for review and improvement of the software.

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.

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

I have use Sage 50, Sage 90, Peachtree Quantum, QuickBooks, Great Plains. They are all good for what they can do. Sage 100 Contractor is the best at what it does. It's a good fit.

Incentivized

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

• It has cut down on accounting personnel and made the cost more effective in that department.
• It allows for more company wide visibility on all jobs.

Incentivized