What users are saying about
Microsoft Dynamics 365
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Top Rated
758 Ratings
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Based on 758 reviews and ratings
31 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 7.3 out of 100
Based on 31 reviews and ratings
Feature Set Ratings
- Microsoft Dynamics 365 ranks higher in 2 feature sets: Customization, Security
Sales Force Automation

8.6
Microsoft Dynamics 365
86%
Sage 500
Feature Set Not Supported
N/A
Microsoft Dynamics 365 ranks higher in 9/9 features
Microsoft Dynamics 365 ranks higher in 9/9 features
Customer data management / contact management

8.2
82%
70 Ratings
N/A
0 Ratings
Workflow management

8.0
80%
69 Ratings
N/A
0 Ratings
Territory management

8.3
83%
53 Ratings
N/A
0 Ratings
Opportunity management

9.0
90%
65 Ratings
N/A
0 Ratings
Integration with email client (e.g., Outlook or Gmail)

9.5
95%
68 Ratings
N/A
0 Ratings
Contract management

8.4
84%
54 Ratings
N/A
0 Ratings
Quote & order management

9.0
90%
50 Ratings
N/A
0 Ratings
Interaction tracking

8.7
87%
62 Ratings
N/A
0 Ratings
Channel / partner relationship management

8.5
85%
53 Ratings
N/A
0 Ratings
Customer Service & Support

7.8
Microsoft Dynamics 365
78%
Sage 500
Feature Set Not Supported
N/A
Microsoft Dynamics 365 ranks higher in 3/3 features
Microsoft Dynamics 365 ranks higher in 3/3 features
Case management

7.8
78%
53 Ratings
N/A
0 Ratings
Call center management

8.1
81%
46 Ratings
N/A
0 Ratings
Help desk management

7.5
75%
51 Ratings
N/A
0 Ratings
Marketing Automation

8.3
Microsoft Dynamics 365
83%
Sage 500
Feature Set Not Supported
N/A
Microsoft Dynamics 365 ranks higher in 2/2 features
Microsoft Dynamics 365 ranks higher in 2/2 features
Lead management

8.9
89%
63 Ratings
N/A
0 Ratings
Email marketing

7.7
77%
64 Ratings
N/A
0 Ratings
CRM Project Management

8.4
Microsoft Dynamics 365
84%
Sage 500
Feature Set Not Supported
N/A
Microsoft Dynamics 365 ranks higher in 3/3 features
Microsoft Dynamics 365 ranks higher in 3/3 features
Task management

8.5
85%
61 Ratings
N/A
0 Ratings
Billing and invoicing management

8.5
85%
45 Ratings
N/A
0 Ratings
Reporting

8.3
83%
55 Ratings
N/A
0 Ratings
CRM Reporting & Analytics

8.6
Microsoft Dynamics 365
86%
Sage 500
Feature Set Not Supported
N/A
Microsoft Dynamics 365 ranks higher in 3/3 features
Microsoft Dynamics 365 ranks higher in 3/3 features
Forecasting

8.9
89%
57 Ratings
N/A
0 Ratings
Pipeline visualization

8.2
82%
63 Ratings
N/A
0 Ratings
Customizable reports

8.8
88%
65 Ratings
N/A
0 Ratings
Customization

8.1
Microsoft Dynamics 365
81%
4.5
Sage 500
45%
Microsoft Dynamics 365 ranks higher in 4/5 features
Microsoft Dynamics 365 ranks higher in 4/5 features
Custom fields

8.4
84%
68 Ratings
N/A
0 Ratings
Custom objects

8.1
81%
63 Ratings
N/A
0 Ratings
Scripting environment

8.0
80%
50 Ratings
N/A
0 Ratings
API for custom integration

8.0
80%
54 Ratings
7.0
70%
2 Ratings
Plug-ins

N/A
0 Ratings
2.0
20%
2 Ratings
Security

8.6
Microsoft Dynamics 365
86%
5.0
Sage 500
50%
Microsoft Dynamics 365 ranks higher in 2/2 features
Microsoft Dynamics 365 ranks higher in 2/2 features
Single sign-on capability

8.8
88%
58 Ratings
2.0
20%
2 Ratings
Role-based user permissions

8.4
84%
59 Ratings
8.0
80%
2 Ratings
Social CRM

8.3
Microsoft Dynamics 365
83%
Sage 500
Feature Set Not Supported
N/A
Microsoft Dynamics 365 ranks higher in 2/2 features
Microsoft Dynamics 365 ranks higher in 2/2 features
Social data

8.3
83%
38 Ratings
N/A
0 Ratings
Social engagement

8.2
82%
39 Ratings
N/A
0 Ratings
Integrations with 3rd-party Software

8.5
Microsoft Dynamics 365
85%
Sage 500
Feature Set Not Supported
N/A
Microsoft Dynamics 365 ranks higher in 2/2 features
Microsoft Dynamics 365 ranks higher in 2/2 features
Marketing automation

8.6
86%
58 Ratings
N/A
0 Ratings
Compensation management

8.4
84%
31 Ratings
N/A
0 Ratings
Platform

8.1
Microsoft Dynamics 365
81%
Sage 500
Feature Set Not Supported
N/A
Microsoft Dynamics 365 ranks higher in 1/1 features
Microsoft Dynamics 365 ranks higher in 1/1 features
Mobile access

8.1
81%
50 Ratings
N/A
0 Ratings
Payroll Management

Microsoft Dynamics 365
Feature Set Not Supported
N/A
7.4
Sage 500
74%
Sage 500 ERP ranks higher in 5/5 features
Sage 500 ERP ranks higher in 5/5 features
Pay calculation

N/A
0 Ratings
9.0
90%
1 Rating
Benefit plan administration

N/A
0 Ratings
6.0
60%
1 Rating
Direct deposit files

N/A
0 Ratings
9.0
90%
1 Rating
Salary revision and increment management

N/A
0 Ratings
8.0
80%
1 Rating
Reimbursement management

N/A
0 Ratings
5.0
50%
1 Rating
Reporting & Analytics

Microsoft Dynamics 365
Feature Set Not Supported
N/A
8.3
Sage 500
83%
Sage 500 ERP ranks higher in 3/3 features
Sage 500 ERP ranks higher in 3/3 features
Dashboards

N/A
0 Ratings
8.0
80%
2 Ratings
Standard reports

N/A
0 Ratings
7.0
70%
2 Ratings
Custom reports

N/A
0 Ratings
10.0
100%
2 Ratings
General Ledger and Configurable Accounting

Microsoft Dynamics 365
Feature Set Not Supported
N/A
6.6
Sage 500
66%
Sage 500 ERP ranks higher in 8/8 features
Sage 500 ERP ranks higher in 8/8 features
Accounts payable

N/A
0 Ratings
7.0
70%
2 Ratings
Accounts receivable

N/A
0 Ratings
7.0
70%
2 Ratings
Global Financial Support

N/A
0 Ratings
2.0
20%
1 Rating
Intercompany Accounting

N/A
0 Ratings
5.0
50%
1 Rating
Journals and Reconciliations

N/A
0 Ratings
6.0
60%
1 Rating
Enterprise Accounting

N/A
0 Ratings
5.0
50%
1 Rating
Configurable Accounting

N/A
0 Ratings
8.0
80%
1 Rating
Standardized Processes

N/A
0 Ratings
6.0
60%
1 Rating
Inventory Management

Microsoft Dynamics 365
Feature Set Not Supported
N/A
6.5
Sage 500
65%
Sage 500 ERP ranks higher in 4/4 features
Sage 500 ERP ranks higher in 4/4 features
Inventory tracking

N/A
0 Ratings
9.0
90%
2 Ratings
Automatic reordering

N/A
0 Ratings
3.0
30%
2 Ratings
Location management

N/A
0 Ratings
8.0
80%
2 Ratings
Manufacturing module

N/A
0 Ratings
6.0
60%
2 Ratings
Order Management

Microsoft Dynamics 365
Feature Set Not Supported
N/A
8.2
Sage 500
82%
Sage 500 ERP ranks higher in 4/4 features
Sage 500 ERP ranks higher in 4/4 features
Pricing

N/A
0 Ratings
8.2
82%
1 Rating
Order entry

N/A
0 Ratings
8.2
82%
1 Rating
Credit card processing

N/A
0 Ratings
8.2
82%
1 Rating
Cost of goods sold

N/A
0 Ratings
8.2
82%
1 Rating
Subledger and Financial Process

Microsoft Dynamics 365
Feature Set Not Supported
N/A
5.4
Sage 500
54%
Sage 500 ERP ranks higher in 13/13 features
Sage 500 ERP ranks higher in 13/13 features
Automated Invoice Processing

N/A
0 Ratings
6.0
60%
1 Rating
Shared Services Payments

N/A
0 Ratings
4.0
40%
1 Rating
Billings Management

N/A
0 Ratings
8.0
80%
1 Rating
Customer Receipt Applications

N/A
0 Ratings
4.0
40%
1 Rating
Revenue Recognition

N/A
0 Ratings
8.0
80%
1 Rating
Cash Management

N/A
0 Ratings
6.0
60%
1 Rating
Asset Management

N/A
0 Ratings
7.0
70%
1 Rating
Travel & Expense Management

N/A
0 Ratings
8.0
80%
1 Rating
Budgetary Control & Encumbrance Accounting

N/A
0 Ratings
2.0
20%
1 Rating
Period Close

N/A
0 Ratings
5.0
50%
1 Rating
Transactions Tax

N/A
0 Ratings
3.0
30%
1 Rating
Subledger Reconciliations

N/A
0 Ratings
2.0
20%
1 Rating
3rd Party Accounting Systems

N/A
0 Ratings
7.0
70%
1 Rating
Project Financial Management

Microsoft Dynamics 365
Feature Set Not Supported
N/A
6.9
Sage 500
69%
Sage 500 ERP ranks higher in 10/10 features
Sage 500 ERP ranks higher in 10/10 features
Budgeting and Forecasting

N/A
0 Ratings
1.0
10%
1 Rating
Project Costing

N/A
0 Ratings
3.0
30%
1 Rating
Cost Capture

N/A
0 Ratings
8.0
80%
1 Rating
Capital Project Management

N/A
0 Ratings
9.0
90%
1 Rating
Customer Invoicing

N/A
0 Ratings
8.0
80%
1 Rating
Customer Contract Compliance

N/A
0 Ratings
9.0
90%
1 Rating
Project Revenue Recognition

N/A
0 Ratings
9.0
90%
1 Rating
Project Financial Performance Analysis

N/A
0 Ratings
7.0
70%
1 Rating
Project Financials Dashboard

N/A
0 Ratings
8.0
80%
1 Rating
Real-time Financial Reporting

N/A
0 Ratings
7.0
70%
1 Rating
Project Execution Management

Microsoft Dynamics 365
Feature Set Not Supported
N/A
4.5
Sage 500
45%
Sage 500 ERP ranks higher in 11/11 features
Sage 500 ERP ranks higher in 11/11 features
Project Manager Dashboard

N/A
0 Ratings
8.0
80%
1 Rating
Resource Manager Dashboard

N/A
0 Ratings
7.0
70%
1 Rating
Task Insight for Project Managers

N/A
0 Ratings
7.0
70%
1 Rating
Project Manager Mobile Functionality

N/A
0 Ratings
5.0
50%
1 Rating
Team Member Task Collaboration

N/A
0 Ratings
5.0
50%
1 Rating
Team Member Mobile Functionality

N/A
0 Ratings
4.0
40%
1 Rating
Project Candidate Search

N/A
0 Ratings
4.0
40%
1 Rating
Project Candidate Comparison and Analysis

N/A
0 Ratings
2.0
20%
1 Rating
Real-Time Project Reporting

N/A
0 Ratings
2.0
20%
1 Rating
Absence Management

N/A
0 Ratings
4.0
40%
1 Rating
Product Lifecycle Management

N/A
0 Ratings
2.0
20%
1 Rating
Grants Management

Microsoft Dynamics 365
Feature Set Not Supported
N/A
7.5
Sage 500
75%
Sage 500 ERP ranks higher in 4/4 features
Sage 500 ERP ranks higher in 4/4 features
Award Lifecycle Management

N/A
0 Ratings
6.0
60%
1 Rating
Spending Control

N/A
0 Ratings
8.0
80%
1 Rating
Indirect Cost Management

N/A
0 Ratings
8.0
80%
1 Rating
Billing

N/A
0 Ratings
8.0
80%
1 Rating
Procurement

Microsoft Dynamics 365
Feature Set Not Supported
N/A
6.0
Sage 500
60%
Sage 500 ERP ranks higher in 17/17 features
Sage 500 ERP ranks higher in 17/17 features
Sourcing Team Collaboration

N/A
0 Ratings
2.0
20%
1 Rating
Sourcing Analysis

N/A
0 Ratings
2.0
20%
1 Rating
Catalog Shopping E-Commerce for Employees

N/A
0 Ratings
2.0
20%
1 Rating
Contract Authoring

N/A
0 Ratings
8.0
80%
1 Rating
Contract Compliance Management

N/A
0 Ratings
4.0
40%
1 Rating
Contract History

N/A
0 Ratings
8.0
80%
1 Rating
Contract Renewal Automation

N/A
0 Ratings
8.0
80%
1 Rating
Contract Repository

N/A
0 Ratings
10.0
100%
1 Rating
Contract Standardization and Enforcement

N/A
0 Ratings
9.0
90%
1 Rating
Electronic Signatures

N/A
0 Ratings
9.0
90%
1 Rating
Invoice Automated Matching

N/A
0 Ratings
9.0
90%
1 Rating
Purchasing Risk and Compliance Management

N/A
0 Ratings
6.0
60%
1 Rating
Requisitions-to-Purchase Orders Integrated

N/A
0 Ratings
8.0
80%
1 Rating
Spend Compliance Management

N/A
0 Ratings
5.0
50%
1 Rating
Supplier Assessment

N/A
0 Ratings
3.0
30%
1 Rating
Supplier Communication and Collaboration

N/A
0 Ratings
5.0
50%
1 Rating
Supplier Management

N/A
0 Ratings
4.0
40%
1 Rating
Risk Management

Microsoft Dynamics 365
Feature Set Not Supported
N/A
4.3
Sage 500
43%
Sage 500 ERP ranks higher in 8/8 features
Sage 500 ERP ranks higher in 8/8 features
Risk Repository

N/A
0 Ratings
3.0
30%
1 Rating
Control Management

N/A
0 Ratings
7.0
70%
1 Rating
Control Mapping

N/A
0 Ratings
2.0
20%
1 Rating
Control Efficiency Assessments

N/A
0 Ratings
4.0
40%
1 Rating
Automated Control Assessments

N/A
0 Ratings
6.0
60%
1 Rating
Assessment Capture

N/A
0 Ratings
2.0
20%
1 Rating
Automatic Notification

N/A
0 Ratings
7.0
70%
1 Rating
Remediation and Certification

N/A
0 Ratings
3.0
30%
1 Rating
Supply Chain

Microsoft Dynamics 365
Feature Set Not Supported
N/A
1.3
Sage 500
13%
Sage 500 ERP ranks higher in 3/3 features
Sage 500 ERP ranks higher in 3/3 features
Forecasting

N/A
0 Ratings
1.0
10%
1 Rating
Inventory Planning

N/A
0 Ratings
2.0
20%
1 Rating
Performance Monitoring

N/A
0 Ratings
1.0
10%
1 Rating
Product Lifecycle Management

Microsoft Dynamics 365
Feature Set Not Supported
N/A
5.3
Sage 500
53%
Sage 500 ERP ranks higher in 6/6 features
Sage 500 ERP ranks higher in 6/6 features
Ideation Management

N/A
0 Ratings
2.0
20%
1 Rating
Requirements Management

N/A
0 Ratings
7.0
70%
1 Rating
Proposal Management

N/A
0 Ratings
7.0
70%
1 Rating
Innovation Portfolio Management

N/A
0 Ratings
4.0
40%
1 Rating
Product Master Data Management

N/A
0 Ratings
4.0
40%
1 Rating
Project Portfolio Management

N/A
0 Ratings
8.0
80%
1 Rating
Attribute Ratings
- Microsoft Dynamics 365 is rated higher in 4 areas: Likelihood to Recommend, Likelihood to Renew, Online Training, Implementation Rating
Likelihood to Recommend

8.0
Microsoft Dynamics 365
80%
91 Ratings
2.0
Sage 500
20%
4 Ratings
Likelihood to Renew

7.9
Microsoft Dynamics 365
79%
19 Ratings
6.3
Sage 500
63%
2 Ratings
Usability

8.1
Microsoft Dynamics 365
81%
21 Ratings
Sage 500
N/A
0 Ratings
Support Rating

8.2
Microsoft Dynamics 365
82%
15 Ratings
Sage 500
N/A
0 Ratings
Online Training

7.5
Microsoft Dynamics 365
75%
2 Ratings
6.0
Sage 500
60%
1 Rating
Implementation Rating

9.5
Microsoft Dynamics 365
95%
8 Ratings
8.0
Sage 500
80%
2 Ratings
Contract Terms and Pricing Model

5.7
Microsoft Dynamics 365
57%
4 Ratings
Sage 500
N/A
0 Ratings
Professional Services

7.5
Microsoft Dynamics 365
75%
2 Ratings
Sage 500
N/A
0 Ratings
Likelihood to Recommend
Microsoft Dynamics 365
We work in a Cloud environment with Azure where using Microsoft Dynamics 365 as a CRM and ERP application helps us to a great extent. We mostly deal with data projects at the moment and combining/Integrating Microsoft Dynamics 365 with other Microsoft applications is easier that helps us to meet the project objective and our goal.

Verified User
Analyst in Research & Development
Research Company, 501-1000 employeesSage 500
Sage 500 ERP is great for companies with core accounting needs, distributors, and discrete manufacturers. Some areas, such as process manufacturing, would require a companion product from an ISV for the software to be truly functional. Some areas, such as construction or retail apparel, may simply not be well-served.

Verified User
Consultant in Information Technology
Information Technology and Services Company, 51-200 employeesPros
Microsoft Dynamics 365
- 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.

Verified User
Engineer in Information Technology
Food & Beverages Company, 51-200 employeesSage 500
- Sage is the one-stop-shop for all of our needs. We're able to control contracts, subcontracts, and field reports from the program.
- Another strength is the ability to database all the information and export it to excel. This makes data-based investigations a breeze.
- The ability for Timberscan to be imported to Sage is a huge help with invoice management. Prior to this it all had to be done manually and slowed the process to an essential halt as there are thousands of invoices per month.
Project Controls Manager
Restani Construction CorpCivil Engineering, 501-1000 employees
Cons
Microsoft Dynamics 365
- 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.
Systems & Data Manager
APTIMConstruction, 10,001+ employees
Sage 500
- The biggest concern/complaint of Sage 500 users is speed. Some of the screen take a while to load.
- The user interface needs some refreshing. Screens need to be updated to take advantage of shortcuts and to be more intuitive.

Verified User
Manager in Information Technology
Consumer Goods Company, 51-200 employeesPricing Details
Microsoft Dynamics 365
General
Free Trial
Yes
Free/Freemium Version
—Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
Starting Price
$44 per month
Sage 500
General
Free Trial
—Free/Freemium Version
—Premium Consulting/Integration Services
—Entry-level set up fee?
No
Starting Price
—Likelihood to Renew
Microsoft Dynamics 365
Microsoft Dynamics 365 7.9
Based on 19 answers
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.
Analyst / CRM Administrator
Partners Rx51-200 employees
Sage 500
Sage 500 6.3
Based on 2 answers
It's too pricey for our size of company.
Accounting/Software Administrator
Garneau Industries LtdOil & Energy, 51-200 employees
Usability
Microsoft Dynamics 365
Microsoft Dynamics 365 8.1
Based on 21 answers
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.
Dynamics 365 CE/CRM - Senior Technical Consultant
Binmile Technologies Private Limited (BMT)Computer Software, 51-200 employees
Sage 500
No score
No answers yet
No answers on this topic
Support Rating
Microsoft Dynamics 365
Microsoft Dynamics 365 8.2
Based on 15 answers
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.
Marketing Specialist
ThyssenKrupp Rotek IncorporatedMechanical or Industrial Engineering, 201-500 employees
Sage 500
No score
No answers yet
No answers on this topic
Online Training
Microsoft Dynamics 365
Microsoft Dynamics 365 7.5
Based on 2 answers
No answer on this topic is available.
Sage 500
Sage 500 6.0
Based on 1 answer
The online training courses are not up to date. We experienced technical issues with two of the classes.

Verified User
Manager in Information Technology
Consumer Goods Company, 51-200 employeesImplementation Rating
Microsoft Dynamics 365
Microsoft Dynamics 365 9.5
Based on 8 answers
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.
Marketing Director
TriNet (Accord Human Resources)Retail, 201-500 employees
Sage 500
Sage 500 8.0
Based on 2 answers
Keep your database and application in different servers.
Install Microsoft Office on your application server so you can use some of the data analysis tools in Sage.
Install Microsoft Office on your application server so you can use some of the data analysis tools in Sage.

Verified User
Manager in Information Technology
Consumer Goods Company, 51-200 employeesAlternatives Considered
Microsoft Dynamics 365
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
Director Of Communications
Freelance/ConsultationEducation Management, 51-200 employees
Sage 500
500 seems much smoother at handling some of the basic accounting tasks, for example both issuing and later reconciling checks in Dynamics AX seems a little tedious.

Verified User
Consultant in Information Technology
Information Technology and Services Company, 51-200 employeesContract Terms and Pricing Model
Microsoft Dynamics 365
Microsoft Dynamics 365 5.7
Based on 4 answers
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.
Marketing Product Management
ClopsmithInformation Technology & Services, 11-50 employees
Sage 500
No score
No answers yet
No answers on this topic
Professional Services
Microsoft Dynamics 365
Microsoft Dynamics 365 7.5
Based on 2 answers
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.
Marketing Product Management
ClopsmithInformation Technology & Services, 11-50 employees
Sage 500
No score
No answers yet
No answers on this topic
Return on Investment
Microsoft Dynamics 365
- 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.
Applications Consultant
Fujitsu UKComputer Software, 10,001+ employees
Sage 500
- Positive: The program allows for a lot of data entry and splitting of information. It has the capability of replacing multiple programs and therefore saving cost.
- Negative: The modules are cumbersome and not user friendly at all. As a result not many user are comfortable using it. This means that the program is not being used to its capacity.
- Negative: Although the program has the capacity to be great, the user interface destroys that potential. Sage needs to seriously work on their program to simplify it. It's as if it still uses Command-line entries from 1995. Needs to be updated ASAP.
Project Controls Manager
Restani Construction CorpCivil Engineering, 501-1000 employees