Microsoft Dynamics 365 vs. Sage 300cloud

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Microsoft Dynamics 365
Score 7.7 out of 10
N/A
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
Sage 300cloud
Score 7.8 out of 10
N/A
Sage 300cloud (formerly Sage 300 ERP) is a business management solution that includes strong accounting and financials, as well as multi-currency and multi-language capabilities. Built on accounting best practices, users will be able to track, control, and plan the financial health of their business.
$1,655
Lifetime License per Seat
Pricing
Microsoft Dynamics 365Sage 300cloud
Editions & Modules
No answers on this topic
Sage 300 ERP Standard
$1,655
Lifetime License per Seat
Sage 300 ERP Advanced
$1,665
Lifetime License per Seat
Sage 300 ERP Premium
$1,665
Lifetime License (unlimited seats)
Offerings
Pricing Offerings
Microsoft Dynamics 365Sage 300cloud
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsOur pricing is by module and by license and can range depending on what the customers requirements are. Most of our financial and operational modules are $1655.00 each, plus user license, plus an annual business care of 24%.
More Pricing Information
Community Pulse
Microsoft Dynamics 365Sage 300cloud
Top Pros
Top Cons
Features
Microsoft Dynamics 365Sage 300cloud
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Microsoft Dynamics 365
8.1
70 Ratings
4% above category average
Sage 300cloud
-
Ratings
Customer data management / contact management8.069 Ratings00 Ratings
Workflow management7.467 Ratings00 Ratings
Territory management8.251 Ratings00 Ratings
Opportunity management8.463 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)8.266 Ratings00 Ratings
Contract management8.552 Ratings00 Ratings
Quote & order management8.548 Ratings00 Ratings
Interaction tracking7.860 Ratings00 Ratings
Channel / partner relationship management8.151 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Microsoft Dynamics 365
7.2
55 Ratings
5% below category average
Sage 300cloud
-
Ratings
Case management7.551 Ratings00 Ratings
Call center management8.145 Ratings00 Ratings
Help desk management6.049 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Microsoft Dynamics 365
8.0
67 Ratings
4% above category average
Sage 300cloud
-
Ratings
Lead management8.561 Ratings00 Ratings
Email marketing7.462 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Microsoft Dynamics 365
8.1
64 Ratings
6% above category average
Sage 300cloud
-
Ratings
Task management7.859 Ratings00 Ratings
Billing and invoicing management8.144 Ratings00 Ratings
Reporting8.553 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Microsoft Dynamics 365
8.8
65 Ratings
15% above category average
Sage 300cloud
-
Ratings
Forecasting8.755 Ratings00 Ratings
Pipeline visualization9.161 Ratings00 Ratings
Customizable reports8.564 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Microsoft Dynamics 365
8.3
67 Ratings
8% above category average
Sage 300cloud
9.3
9 Ratings
30% above category average
Custom fields8.466 Ratings00 Ratings
Custom objects8.361 Ratings00 Ratings
Scripting environment8.448 Ratings00 Ratings
API for custom integration8.052 Ratings9.57 Ratings
Plug-ins00 Ratings9.09 Ratings
Security
Comparison of Security features of Product A and Product B
Microsoft Dynamics 365
8.4
62 Ratings
0% below category average
Sage 300cloud
8.8
16 Ratings
12% above category average
Single sign-on capability8.756 Ratings8.812 Ratings
Role-based user permissions8.057 Ratings8.816 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Microsoft Dynamics 365
8.3
37 Ratings
12% above category average
Sage 300cloud
-
Ratings
Social data8.436 Ratings00 Ratings
Social engagement8.137 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Microsoft Dynamics 365
7.8
56 Ratings
6% above category average
Sage 300cloud
-
Ratings
Marketing automation7.856 Ratings00 Ratings
Compensation management7.829 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Microsoft Dynamics 365
8.5
48 Ratings
13% above category average
Sage 300cloud
-
Ratings
Mobile access8.548 Ratings00 Ratings
Payroll Management
Comparison of Payroll Management features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Sage 300cloud
8.8
9 Ratings
17% above category average
Pay calculation00 Ratings9.59 Ratings
Benefit plan administration00 Ratings9.34 Ratings
Direct deposit files00 Ratings7.59 Ratings
Salary revision and increment management00 Ratings8.87 Ratings
Reimbursement management00 Ratings8.86 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Sage 300cloud
8.8
18 Ratings
17% above category average
Dashboards00 Ratings8.87 Ratings
Standard reports00 Ratings9.318 Ratings
Custom reports00 Ratings8.316 Ratings
General Ledger and Configurable Accounting
Comparison of General Ledger and Configurable Accounting features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Sage 300cloud
9.0
19 Ratings
21% above category average
Accounts payable00 Ratings8.819 Ratings
Accounts receivable00 Ratings8.518 Ratings
Cash management00 Ratings9.111 Ratings
Bank reconciliation00 Ratings9.518 Ratings
Expense management00 Ratings9.310 Ratings
Time tracking00 Ratings10.04 Ratings
Fixed asset management00 Ratings9.05 Ratings
Multi-currency support00 Ratings7.59 Ratings
Multi-division support00 Ratings8.08 Ratings
Regulations compliance00 Ratings9.37 Ratings
Electronic tax filing00 Ratings8.06 Ratings
Self-service portal00 Ratings8.06 Ratings
Global Financial Support00 Ratings8.02 Ratings
Primary and Secondary Ledgers00 Ratings9.33 Ratings
Intercompany Accounting00 Ratings9.55 Ratings
Localizations00 Ratings9.33 Ratings
Journals and Reconciliations00 Ratings9.57 Ratings
Enterprise Accounting00 Ratings8.84 Ratings
Configurable Accounting00 Ratings9.55 Ratings
Centralized Rules Framework00 Ratings9.33 Ratings
Standardized Processes00 Ratings9.55 Ratings
Inventory Management
Comparison of Inventory Management features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Sage 300cloud
9.2
11 Ratings
28% above category average
Inventory tracking00 Ratings9.511 Ratings
Automatic reordering00 Ratings8.55 Ratings
Location management00 Ratings9.59 Ratings
Manufacturing module00 Ratings9.16 Ratings
Order Management
Comparison of Order Management features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Sage 300cloud
9.1
11 Ratings
20% above category average
Pricing00 Ratings8.89 Ratings
Order entry00 Ratings8.511 Ratings
Credit card processing00 Ratings9.56 Ratings
Cost of goods sold00 Ratings9.310 Ratings
Order Orchestration00 Ratings10.01 Ratings
End-to-end order visibility00 Ratings8.82 Ratings
Order exception Resolution00 Ratings8.92 Ratings
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Microsoft Dynamics 365Sage 300cloud
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Score 9.0 out of 10
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Score 7.7 out of 10
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Accounting Seed
Score 8.6 out of 10
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SAP Business ByDesign
Score 7.7 out of 10
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Score 8.7 out of 10
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User Ratings
Microsoft Dynamics 365Sage 300cloud
Likelihood to Recommend
8.0
(89 ratings)
8.7
(19 ratings)
Likelihood to Renew
8.0
(20 ratings)
8.4
(2 ratings)
Usability
7.8
(19 ratings)
7.8
(4 ratings)
Support Rating
7.9
(13 ratings)
8.5
(4 ratings)
Online Training
7.5
(2 ratings)
-
(0 ratings)
Implementation Rating
9.5
(8 ratings)
-
(0 ratings)
Contract Terms and Pricing Model
4.3
(3 ratings)
-
(0 ratings)
Professional Services
9.0
(1 ratings)
-
(0 ratings)
User Testimonials
Microsoft Dynamics 365Sage 300cloud
Likelihood to Recommend
Microsoft
1. Lead Management - Microsoft Dynamics 365 is well suited for lead management. It provides a streamlined process for capturing, tracking, and managing leads. It allows users to capture leads from a variety of sources, such as web forms, emails, and social media. It also provides a centralized view of all of the lead data, allowing users to quickly identify hot leads and take action.

2. Automating Sales Processes - Microsoft Dynamics 365 is also well suited for automating sales processes. It allows users to create custom workflows and assign tasks to team members. This helps increase efficiency and streamline sales processes. It also allows users to track and analyze customer data, allowing sales teams to better understand their customer's needs and provide tailored solutions.

3. Customer Service and Support - Microsoft Dynamics 365 is also well suited for customer service and support. It provides a central platform for tracking customer inquiries and requests. It also allows users to create custom dashboards and reports, helping to easily identify customer trends and issues. This helps customer service teams to quickly address customer needs and provide a better level of service.
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Sage
Sage 300cloud is a great option when it comes to cloud accounting/tracking software. In comparison to Sage's other products, Sage 300cloud is the only cloud/web based option with modern UI's and more intuitive interfaces. Additionally, Sage 300cloud offers an entire system of customer integrations that become available dependent on subscription level. Sage 300cloud also offers integrations between other Sage products (AP, CRM, etc) that allows for better automation and efficiency
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Pros
Microsoft
  • 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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Sage
  • Overall ease of use and intuitive navigation - minimal training has been required to use the system efficiently and effectively
  • Customer Inquiry - quickly see outstanding documents and drill down on any item (open or paid) to find the information you need
  • Most reports are easy to export into a workable Excel format using the Excel - data only or csv file format.
Read full review
Cons
Microsoft
  • 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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Sage
  • Little things, like changing the company name - are more difficult than we would like (We used to be MSDSSAB but legally shortened it to MSDSB).
  • A management financial reporting tool with live access - to premade reports - without paying an arm and a leg would be appreciated.
  • More training opportunities in local areas - or nearby - would be appreciated...
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Likelihood to Renew
Microsoft
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.
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Sage
It is a solid stable product with a large user community and large ISV community. Support and Training are easy to access and obtain and there is larger reseller channel to ensure the firm you work with is honest. It is scalable and there are multiple deployment and payment options.
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Usability
Microsoft
My review can help others to choose the correct CRM like Microsoft Dynamics 365 CRM. I see lots of great things in Microsoft Dynamics 365 that make your business easy and smooth also MS allows users to customize the software according to their needs. So Thought I should share my experience with others.
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Sage
Sage 300cloud is intuitive and user friendly after some training. It does require implementation and training but once that's done, this software is easy to use and navigate. Support for Sage 300cloud is spot on and offers assistance over the simplest to [the] most complex of tasks. Finding information or learning new tasks within Sage 300cloud is relatively easy and educational.
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Support Rating
Microsoft
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.
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Sage
Turnover is high in the Sage Support department so sometimes it is difficult to get a rep who knows the issue well. Reps are good and getting assistance when they need it. Sometimes support is more interested in closing issue than actually solving problem. It can be difficult at times to have issues escalated but overall the support is good.
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Implementation Rating
Microsoft
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.
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Sage
No answers on this topic
Alternatives Considered
Microsoft
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
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Sage
Sage 300 cloud is much more detailed than the other. About the same in being user friendly A better layout Saves time for doing the schedules for Audits Mobile Access Sage 300cloud can manage all different industries
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Contract Terms and Pricing Model
Microsoft
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.
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Sage
No answers on this topic
Professional Services
Microsoft
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.
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Sage
No answers on this topic
Return on Investment
Microsoft
  • 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.
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Sage
  • It allows our company to efficiently and effectively maintain and track our job cost.
  • Its reliable performance allows us to function continually.
  • It also provides our division managers with reports that they can use to determine where we are experiencing problems.
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