Microsoft Dynamics 365 vs. Sage Accounting

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Microsoft Dynamics 365
Score 8.0 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 Accounting
Score 7.5 out of 10
N/A
Sage Accounting is online accounting software made to simplify life for small business owners, entrepreneurs, and freelancers by providing the functions needed to take care of daily business to-dos. Users can create and send professional quotes and invoices, track income and expenses and know where the business' financials stand. Every Sage Business Cloud Accounting subscription includes unlimited access to support as well as automatic backups and product updates.
$19
per month
Pricing
Microsoft Dynamics 365Sage Accounting
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Microsoft Dynamics 365Sage Accounting
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsVersions and pricing listed are for CA products. Versions available and pricing may vary by country. * 2 months free to start, or free for 1 month to try, then $19/$43/$62 +tax/mo (tier depending). Offer valid for new customers only on monthly subscriptions of Sage Business Cloud Accounting. After the promotional period, the monthly subscription rate will renew at the then current rate. May not be combined with any other offers or discounts. To ensure continuous service the subscription plan is an automatically renewing plan. Subsequent months will automatically be billed to the same credit card each month on the anniversary date of purchase. Plans can be terminated at any time prior to the renewal data and not charged for renewal.
More Pricing Information
Community Pulse
Microsoft Dynamics 365Sage Accounting
Considered Both Products
Microsoft Dynamics 365

No answer on this topic

Sage Accounting
Chose Sage Accounting
We haven't transferred it, so I can't really comment on the differences between Microsoft Dynamics and Sage 50. However, since Microsoft Dynamics includes Copilot, I believe it will learn and expedite the processes used in accounting, since these processes are very repetitive …
Chose Sage Accounting
I recommend using the AutoEntry with Sage. Very easy to use. Sage Payroll is also excellent.
Features
Microsoft Dynamics 365Sage Accounting
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Microsoft Dynamics 365
7.7
84 Ratings
2% below category average
Sage Accounting
-
Ratings
Customer data management / contact management7.981 Ratings00 Ratings
Workflow management7.980 Ratings00 Ratings
Territory management7.160 Ratings00 Ratings
Opportunity management7.572 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)7.879 Ratings00 Ratings
Contract management7.961 Ratings00 Ratings
Quote & order management7.358 Ratings00 Ratings
Interaction tracking8.171 Ratings00 Ratings
Channel / partner relationship management7.362 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Microsoft Dynamics 365
8.0
68 Ratings
4% above category average
Sage Accounting
-
Ratings
Case management7.863 Ratings00 Ratings
Call center management7.950 Ratings00 Ratings
Help desk management8.557 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Microsoft Dynamics 365
7.9
78 Ratings
2% above category average
Sage Accounting
-
Ratings
Lead management7.672 Ratings00 Ratings
Email marketing8.171 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Microsoft Dynamics 365
8.0
76 Ratings
4% above category average
Sage Accounting
-
Ratings
Task management8.171 Ratings00 Ratings
Billing and invoicing management8.054 Ratings00 Ratings
Reporting8.065 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Microsoft Dynamics 365
7.6
77 Ratings
1% below category average
Sage Accounting
-
Ratings
Forecasting7.667 Ratings00 Ratings
Pipeline visualization7.773 Ratings00 Ratings
Customizable reports7.476 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Microsoft Dynamics 365
7.7
80 Ratings
1% above category average
Sage Accounting
8.6
23 Ratings
12% above category average
Custom fields7.678 Ratings00 Ratings
Custom objects7.572 Ratings00 Ratings
Scripting environment7.956 Ratings00 Ratings
API for custom integration7.861 Ratings9.120 Ratings
Plug-ins00 Ratings8.017 Ratings
Security
Comparison of Security features of Product A and Product B
Microsoft Dynamics 365
8.8
75 Ratings
4% above category average
Sage Accounting
9.7
42 Ratings
17% above category average
Single sign-on capability8.869 Ratings9.931 Ratings
Role-based user permissions8.770 Ratings9.539 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Microsoft Dynamics 365
7.7
44 Ratings
2% above category average
Sage Accounting
-
Ratings
Social data7.843 Ratings00 Ratings
Social engagement7.643 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Microsoft Dynamics 365
7.2
65 Ratings
5% below category average
Sage Accounting
-
Ratings
Marketing automation7.665 Ratings00 Ratings
Compensation management6.834 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Microsoft Dynamics 365
6.8
56 Ratings
12% below category average
Sage Accounting
-
Ratings
Mobile access6.856 Ratings00 Ratings
Payroll Management
Comparison of Payroll Management features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Sage Accounting
9.3
19 Ratings
21% above category average
Pay calculation00 Ratings10.015 Ratings
Benefit plan administration00 Ratings9.312 Ratings
Direct deposit files00 Ratings8.812 Ratings
Salary revision and increment management00 Ratings9.410 Ratings
Reimbursement management00 Ratings9.112 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Sage Accounting
9.3
44 Ratings
17% above category average
Dashboards00 Ratings8.340 Ratings
Standard reports00 Ratings9.844 Ratings
Custom reports00 Ratings9.735 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 Accounting
8.8
198 Ratings
14% above category average
Accounts payable00 Ratings8.1185 Ratings
Accounts receivable00 Ratings9.945 Ratings
Cash management00 Ratings8.3157 Ratings
Bank reconciliation00 Ratings7.9188 Ratings
Expense management00 Ratings9.934 Ratings
Time tracking00 Ratings6.611 Ratings
Fixed asset management00 Ratings8.428 Ratings
Multi-currency support00 Ratings10.018 Ratings
Multi-division support00 Ratings9.918 Ratings
Regulations compliance00 Ratings9.529 Ratings
Electronic tax filing00 Ratings7.3100 Ratings
Self-service portal00 Ratings10.025 Ratings
Global Financial Support00 Ratings9.38 Ratings
Primary and Secondary Ledgers00 Ratings9.515 Ratings
Intercompany Accounting00 Ratings8.111 Ratings
Localizations00 Ratings8.49 Ratings
Journals and Reconciliations00 Ratings9.033 Ratings
Enterprise Accounting00 Ratings6.910 Ratings
Configurable Accounting00 Ratings9.318 Ratings
Centralized Rules Framework00 Ratings8.98 Ratings
Standardized Processes00 Ratings9.520 Ratings
Inventory Management
Comparison of Inventory Management features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Sage Accounting
6.9
17 Ratings
6% below category average
Inventory tracking00 Ratings6.717 Ratings
Automatic reordering00 Ratings8.36 Ratings
Location management00 Ratings5.77 Ratings
Manufacturing module00 Ratings7.05 Ratings
Order Management
Comparison of Order Management features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Sage Accounting
8.2
28 Ratings
10% above category average
Pricing00 Ratings9.917 Ratings
Order entry00 Ratings7.615 Ratings
Credit card processing00 Ratings8.118 Ratings
Cost of goods sold00 Ratings7.620 Ratings
Order Orchestration00 Ratings7.66 Ratings
End-to-end order visibility00 Ratings7.57 Ratings
Order exception Resolution00 Ratings8.95 Ratings
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Microsoft Dynamics 365Sage Accounting
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User Ratings
Microsoft Dynamics 365Sage Accounting
Likelihood to Recommend
7.9
(104 ratings)
7.4
(216 ratings)
Likelihood to Renew
8.0
(20 ratings)
9.0
(27 ratings)
Usability
7.8
(34 ratings)
7.8
(183 ratings)
Availability
-
(0 ratings)
8.5
(12 ratings)
Performance
-
(0 ratings)
7.7
(12 ratings)
Support Rating
8.0
(11 ratings)
7.6
(30 ratings)
In-Person Training
-
(0 ratings)
9.1
(3 ratings)
Online Training
7.5
(2 ratings)
9.8
(5 ratings)
Implementation Rating
9.2
(4 ratings)
7.7
(10 ratings)
Configurability
-
(0 ratings)
8.0
(10 ratings)
Contract Terms and Pricing Model
3.8
(3 ratings)
7.5
(6 ratings)
Ease of integration
-
(0 ratings)
5.0
(4 ratings)
Product Scalability
-
(0 ratings)
6.9
(11 ratings)
Professional Services
9.0
(1 ratings)
8.2
(3 ratings)
Vendor post-sale
-
(0 ratings)
7.5
(9 ratings)
Vendor pre-sale
-
(0 ratings)
7.7
(9 ratings)
User Testimonials
Microsoft Dynamics 365Sage Accounting
Likelihood to Recommend
Microsoft
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.
Read full review
Sage
Sage Accounting seems appropriate for a small business that has basic accounting needs and is just starting from the beginning to set up its accounting software. It is less appropriate for businesses that have been using Sage 50, as Sage Accounting Standard does not successfully transfer important data from Sage 50.
Read full review
Pros
Microsoft
  • 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.
Read full review
Sage
  • Cloud Based - I work from different offices so I can access anywhere.
  • Whether paying a bill or receiving a payment it's done similarly. The consistency makes it easy to get in workflow.
  • I appreciate the setup of the statements - easy to read.
Read full review
Cons
Microsoft
  • 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.
Read full review
Sage
  • Sorting reports - I want to sort my projects by what has and has not been paid, and this is unavailable.
  • Print preview.
  • FONT SIZE: This should be an option directly available to increase screen font sizes. Also, report font adjustments are incredibly difficult.
  • Understanding all options and the performance the program can do, I would much prefer an in-person session or scheduled webinar because it is far too overwhelming to search forums/help centers. Just a useless vortex to get sucked into.
  • Updates are easier than they used to be, but there’s still a big communication barrier. E.g., I install updates and restart programs, and then the next day or two it tells me to restart again because there have been updates. I know, I installed them already! It’s frustrating.
  • Removing inactive vendors or clients - why is this so difficult? Can I not just delete and move to the next one? Every time I try it, it just defaults back to the top of the report… It’s fine for the first couple of letters in the alphabet, but that’s about all. Multi-select would be nice!
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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
Because we don't have time to migrate to a new system. So, we are kind of stuck with this system until our company grows or we are in a better financial position to afford the larger expense of moving to a new platform and doing what it should be doing in the first place.
Read full review
Usability
Microsoft
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
Read full review
Sage
I find Sage's usability very intuitive. Everything from data entry to high level reporting it easy to navigate. Some of the other accounting software programs I have used have not had adequate forms or menus to help navigate the program. Sage does a good job of balancing providing the proper forms without being overly difficult to understand or use
Read full review
Reliability and Availability
Microsoft
No answers on this topic
Sage
Sage has been always available when I want it. If there is any maintenance work to be done by the Sage team, you are told well in advance. Maintenance is generally carried out late at night or before the day begins for most of us. It continues to be the most reliable software I use.
Read full review
Performance
Microsoft
No answers on this topic
Sage
The day-to-day performance is very good. Items such as transactions or reports load and process quickly. You never feel like you're waiting in Sage. I have never seen Sage Accounting affect the speed or performance of any integrated system. However, I do think when you are bringing very old files up to date the updates are slow but that'll be a rare occurrence and not reflective of the day-to-day usage.
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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
Sage Accounting are easy to contact and have knowledgeable and helpful staff. Whenever I've encountered a problem I've always been able to get assistance and guidance and it feels like the person at the end of the phone/screen knows the product well.
Read full review
In-Person Training
Microsoft
No answers on this topic
Sage
Staff are always friendly, and patient, always work at a speed that suits you. You are never rushed, and In only a short time they seem to be able to help you make great strides. It has been a pleasure not a chore, learning how SAGE Accounting works and benefits me and the company.
Read full review
Online Training
Microsoft
No answers on this topic
Sage
I find the online training was very informative and they answered all my questions. I am also certified in Sage One and provided online training in the program which I have set up several people on and they love how it keeps them organized.
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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
This was generally a very straightforward process. I have previously implemented other software which required considerable external support. I implemented Sage Accounting with only a minimal amount of reference to the Sage support desk. I was extremely pleased with the implementation process.
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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
I also like Quickbooks Desktop, however, they are forcing customers to switch to Quickbooks Online. I will be moving forward with SAGE in this case, unless there is a valid reason the client would like to use QBO instead. I have not used the version of SAGE where the client doesn't need to purchase the full version, themselves, in order to access their file so this is something that I may consider looking into, in the near future, for this reason.
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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
The pricing structure is fair and offers good value for money. The billing is done through their online system and you can access your bills at any time. Most contacts only require 30 days' notice, so no need to feel tied in, although I can't imagine why you would want to leave Sage.
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Scalability
Microsoft
No answers on this topic
Sage
You can use Sage in your company for various aspects/positions such as bookkeepers, invoicing clerks, accountant, purchasing etc. Everyone can have their own user login and permissions can be set that specific people can do specific jobs without being able to access other peoples progress or accounts of the company.
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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
Do not use
Read full review
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
  • Sage has allowed us to be self-supporting and to perform full-cycle accounting up to the point of handing off to the accountant at year-end.
  • We are self-sustaining and do not need outside accounting assistance, such as an independent bookkeeper.
  • Sage has allowed us to save money at year's end, as we can do all the prep internally up until the handoff to the accountant, minimizing the hours he has to spend on our file.
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ScreenShots

Sage Accounting Screenshots

Screenshot of the All-in-One DashboardScreenshot of the Accounting DashboardScreenshot of an Invoicing Quote EstimateScreenshot of the Purchases TrackerScreenshot of Stock InventoryScreenshot of a VAT Returns List