Microsoft Dynamics 365 vs. Sage 500 ERP

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Microsoft Dynamics 365
Score 7.8 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 500
Score 5.9 out of 10
N/A
Sage 500 ERP includes accounting and finance, distribution and supply chain, and manufacturing operations support modules. The latest Sage 500 release includes accounts payable enhancements, credit card processing, and general updates, as well as updates to the solution's modules.N/A
Pricing
Microsoft Dynamics 365Sage 500 ERP
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Microsoft Dynamics 365Sage 500
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Features
Microsoft Dynamics 365Sage 500 ERP
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Microsoft Dynamics 365
8.1
70 Ratings
5% above category average
Sage 500 ERP
-
Ratings
Customer data management / contact management8.269 Ratings00 Ratings
Workflow management7.567 Ratings00 Ratings
Territory management8.251 Ratings00 Ratings
Opportunity management8.463 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)8.066 Ratings00 Ratings
Contract management8.452 Ratings00 Ratings
Quote & order management8.448 Ratings00 Ratings
Interaction tracking7.660 Ratings00 Ratings
Channel / partner relationship management8.051 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Microsoft Dynamics 365
7.3
55 Ratings
3% below category average
Sage 500 ERP
-
Ratings
Case management7.751 Ratings00 Ratings
Call center management8.145 Ratings00 Ratings
Help desk management6.149 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Microsoft Dynamics 365
8.0
67 Ratings
6% above category average
Sage 500 ERP
-
Ratings
Lead management8.461 Ratings00 Ratings
Email marketing7.562 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Microsoft Dynamics 365
8.0
64 Ratings
6% above category average
Sage 500 ERP
-
Ratings
Task management7.759 Ratings00 Ratings
Billing and invoicing management8.044 Ratings00 Ratings
Reporting8.453 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Microsoft Dynamics 365
8.7
65 Ratings
14% above category average
Sage 500 ERP
-
Ratings
Forecasting8.755 Ratings00 Ratings
Pipeline visualization9.161 Ratings00 Ratings
Customizable reports8.464 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Microsoft Dynamics 365
8.2
67 Ratings
8% above category average
Sage 500 ERP
4.5
2 Ratings
46% below category average
Custom fields8.366 Ratings00 Ratings
Custom objects8.461 Ratings00 Ratings
Scripting environment8.348 Ratings00 Ratings
API for custom integration7.952 Ratings7.02 Ratings
Plug-ins00 Ratings2.02 Ratings
Security
Comparison of Security features of Product A and Product B
Microsoft Dynamics 365
8.3
62 Ratings
0% above category average
Sage 500 ERP
5.0
2 Ratings
47% below category average
Single sign-on capability8.756 Ratings2.02 Ratings
Role-based user permissions7.957 Ratings8.02 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Microsoft Dynamics 365
8.2
37 Ratings
12% above category average
Sage 500 ERP
-
Ratings
Social data8.336 Ratings00 Ratings
Social engagement8.037 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Microsoft Dynamics 365
7.6
56 Ratings
5% above category average
Sage 500 ERP
-
Ratings
Marketing automation7.756 Ratings00 Ratings
Compensation management7.629 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Microsoft Dynamics 365
8.4
48 Ratings
12% above category average
Sage 500 ERP
-
Ratings
Mobile access8.448 Ratings00 Ratings
Payroll Management
Comparison of Payroll Management features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Sage 500 ERP
7.4
1 Ratings
1% above category average
Pay calculation00 Ratings9.01 Ratings
Benefit plan administration00 Ratings6.01 Ratings
Direct deposit files00 Ratings9.01 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Sage 500 ERP
8.3
2 Ratings
18% above category average
Dashboards00 Ratings8.02 Ratings
Standard reports00 Ratings7.02 Ratings
Custom reports00 Ratings10.02 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 500 ERP
6.6
2 Ratings
14% below category average
Accounts payable00 Ratings7.02 Ratings
Accounts receivable00 Ratings7.02 Ratings
Global Financial Support00 Ratings2.01 Ratings
Journals and Reconciliations00 Ratings6.01 Ratings
Configurable Accounting00 Ratings8.01 Ratings
Standardized Processes00 Ratings6.01 Ratings
Inventory Management
Comparison of Inventory Management features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Sage 500 ERP
6.5
2 Ratings
19% below category average
Inventory tracking00 Ratings9.02 Ratings
Automatic reordering00 Ratings3.02 Ratings
Location management00 Ratings8.02 Ratings
Order Management
Comparison of Order Management features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Sage 500 ERP
8.2
1 Ratings
5% above category average
Pricing00 Ratings8.21 Ratings
Order entry00 Ratings8.21 Ratings
Credit card processing00 Ratings8.21 Ratings
Cost of goods sold00 Ratings8.21 Ratings
Subledger and Financial Process
Comparison of Subledger and Financial Process features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Sage 500 ERP
5.4
1 Ratings
32% below category average
Billing Management00 Ratings8.01 Ratings
Cash and Asset Management00 Ratings6.01 Ratings
Travel & Expense Management00 Ratings8.01 Ratings
Budgetary Control & Encumbrance Accounting00 Ratings2.01 Ratings
Period Close00 Ratings5.01 Ratings
Project Financial Management
Comparison of Project Financial Management features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Sage 500 ERP
6.9
1 Ratings
10% below category average
Budgeting and Forecasting00 Ratings1.01 Ratings
Project Costing00 Ratings3.01 Ratings
Cost Capture00 Ratings8.01 Ratings
Capital Project Management00 Ratings9.01 Ratings
Customer Contract Compliance00 Ratings9.01 Ratings
Project Revenue Recognition00 Ratings9.01 Ratings
Project Execution Management
Comparison of Project Execution Management features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Sage 500 ERP
4.5
1 Ratings
41% below category average
Task Insight for Project Managers00 Ratings7.01 Ratings
Project Mobile Functionality00 Ratings5.01 Ratings
Grants Management
Comparison of Grants Management features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Sage 500 ERP
7.5
1 Ratings
1% below category average
Award Lifecycle Management00 Ratings6.01 Ratings
Procurement
Comparison of Procurement features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Sage 500 ERP
6.0
1 Ratings
15% below category average
Contract Authoring00 Ratings8.01 Ratings
Contract Repository00 Ratings10.01 Ratings
Requisitions-to-Purchase Orders Integrated00 Ratings8.01 Ratings
Supplier Management00 Ratings4.01 Ratings
Risk Management
Comparison of Risk Management features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Sage 500 ERP
4.3
1 Ratings
41% below category average
Risk Repository00 Ratings3.01 Ratings
Control Management00 Ratings7.01 Ratings
Control Efficiency Assessments00 Ratings4.01 Ratings
Remediation and Certification00 Ratings3.01 Ratings
Supply Chain
Comparison of Supply Chain features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Sage 500 ERP
1.3
1 Ratings
140% below category average
Forecasting00 Ratings1.01 Ratings
Inventory Planning00 Ratings2.01 Ratings
Performance Monitoring00 Ratings1.01 Ratings
Product Lifecycle Management
Comparison of Product Lifecycle Management features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Sage 500 ERP
5.3
1 Ratings
32% below category average
Proposal Management00 Ratings7.01 Ratings
Product Master Data Management00 Ratings4.01 Ratings
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Microsoft Dynamics 365Sage 500 ERP
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Score 8.1 out of 10
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Infor VISUAL
Infor VISUAL
Score 8.0 out of 10
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Score 7.7 out of 10
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User Ratings
Microsoft Dynamics 365Sage 500 ERP
Likelihood to Recommend
8.2
(89 ratings)
2.0
(4 ratings)
Likelihood to Renew
8.0
(20 ratings)
6.3
(2 ratings)
Usability
7.9
(19 ratings)
-
(0 ratings)
Support Rating
8.1
(12 ratings)
-
(0 ratings)
Online Training
7.5
(2 ratings)
6.0
(1 ratings)
Implementation Rating
9.2
(4 ratings)
8.0
(1 ratings)
Contract Terms and Pricing Model
4.1
(3 ratings)
-
(0 ratings)
Professional Services
9.0
(1 ratings)
-
(0 ratings)
User Testimonials
Microsoft Dynamics 365Sage 500 ERP
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 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.
Read full review
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
  • 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.
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
  • 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.
Read full review
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's too pricey for our size of company.
Read full review
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
No answers on this topic
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
No answers on this topic
Online Training
Microsoft
No answers on this topic
Sage
The online training courses are not up to date. We experienced technical issues with two of the classes.
Read full review
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
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.
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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
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.
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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
  • 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.
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