Microsoft Dynamics 365 vs. Sage X3

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 X3
Score 7.4 out of 10
N/A
Sage X3 is an ERP solution with a robust range of capabilities supported by collaboration, analytics, and workspace tools.N/A
Pricing
Microsoft Dynamics 365Sage X3
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Microsoft Dynamics 365Sage X3
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 X3
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Microsoft Dynamics 365
7.9
69 Ratings
3% above category average
Sage X3
-
Ratings
Customer data management / contact management8.768 Ratings00 Ratings
Workflow management7.266 Ratings00 Ratings
Territory management8.250 Ratings00 Ratings
Opportunity management8.362 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)7.665 Ratings00 Ratings
Contract management8.451 Ratings00 Ratings
Quote & order management8.447 Ratings00 Ratings
Interaction tracking7.259 Ratings00 Ratings
Channel / partner relationship management7.650 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Microsoft Dynamics 365
6.9
54 Ratings
8% below category average
Sage X3
-
Ratings
Case management7.850 Ratings00 Ratings
Call center management8.144 Ratings00 Ratings
Help desk management4.948 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Microsoft Dynamics 365
7.8
66 Ratings
3% above category average
Sage X3
-
Ratings
Lead management8.460 Ratings00 Ratings
Email marketing7.261 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Microsoft Dynamics 365
7.8
63 Ratings
3% above category average
Sage X3
-
Ratings
Task management7.458 Ratings00 Ratings
Billing and invoicing management7.643 Ratings00 Ratings
Reporting8.452 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Microsoft Dynamics 365
8.9
64 Ratings
16% above category average
Sage X3
-
Ratings
Forecasting9.154 Ratings00 Ratings
Pipeline visualization9.160 Ratings00 Ratings
Customizable reports8.463 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Microsoft Dynamics 365
7.8
66 Ratings
3% above category average
Sage X3
3.0
2 Ratings
83% below category average
Custom fields8.365 Ratings00 Ratings
Custom objects7.960 Ratings00 Ratings
Scripting environment8.347 Ratings00 Ratings
API for custom integration6.851 Ratings2.01 Ratings
Plug-ins00 Ratings4.02 Ratings
Security
Comparison of Security features of Product A and Product B
Microsoft Dynamics 365
7.9
61 Ratings
5% below category average
Sage X3
9.5
2 Ratings
16% above category average
Single sign-on capability8.355 Ratings9.01 Ratings
Role-based user permissions7.556 Ratings10.02 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Microsoft Dynamics 365
8.0
36 Ratings
10% above category average
Sage X3
-
Ratings
Social data8.335 Ratings00 Ratings
Social engagement7.636 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
55 Ratings
6% above category average
Sage X3
-
Ratings
Marketing automation7.655 Ratings00 Ratings
Compensation management7.628 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Microsoft Dynamics 365
8.4
47 Ratings
11% above category average
Sage X3
-
Ratings
Mobile access8.447 Ratings00 Ratings
Payroll Management
Comparison of Payroll Management features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Sage X3
7.7
1 Ratings
7% above category average
Pay calculation00 Ratings8.01 Ratings
Benefit plan administration00 Ratings8.01 Ratings
Direct deposit files00 Ratings7.01 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Sage X3
5.7
2 Ratings
20% below category average
Dashboards00 Ratings3.02 Ratings
Standard reports00 Ratings7.02 Ratings
Custom reports00 Ratings7.02 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 X3
7.1
2 Ratings
7% below category average
Accounts payable00 Ratings8.02 Ratings
Accounts receivable00 Ratings8.02 Ratings
Global Financial Support00 Ratings5.01 Ratings
Primary and Secondary Ledgers00 Ratings9.01 Ratings
Journals and Reconciliations00 Ratings8.02 Ratings
Configurable Accounting00 Ratings7.02 Ratings
Standardized Processes00 Ratings7.02 Ratings
Inventory Management
Comparison of Inventory Management features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Sage X3
8.3
2 Ratings
6% above category average
Inventory tracking00 Ratings10.01 Ratings
Automatic reordering00 Ratings8.01 Ratings
Location management00 Ratings7.02 Ratings
Order Management
Comparison of Order Management features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Sage X3
8.0
2 Ratings
3% above category average
Pricing00 Ratings9.02 Ratings
Order entry00 Ratings9.02 Ratings
Cost of goods sold00 Ratings9.01 Ratings
Order Orchestration00 Ratings8.01 Ratings
Subledger and Financial Process
Comparison of Subledger and Financial Process features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Sage X3
5.8
2 Ratings
24% below category average
Billing Management00 Ratings7.02 Ratings
Cash and Asset Management00 Ratings7.02 Ratings
Travel & Expense Management00 Ratings4.02 Ratings
Budgetary Control & Encumbrance Accounting00 Ratings7.02 Ratings
Period Close00 Ratings8.02 Ratings
Project Execution Management
Comparison of Project Execution Management features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Sage X3
7.5
1 Ratings
9% above category average
Project Planning and Scheduling00 Ratings8.01 Ratings
Task Insight for Project Managers00 Ratings7.01 Ratings
Project Mobile Functionality00 Ratings8.01 Ratings
Definable Resource Pools00 Ratings7.01 Ratings
Grants Management
Comparison of Grants Management features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Sage X3
9.0
1 Ratings
17% above category average
Award Lifecycle Management00 Ratings9.01 Ratings
Procurement
Comparison of Procurement features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Sage X3
8.0
1 Ratings
14% above category average
Bids Analyzed and Compared00 Ratings6.01 Ratings
Contract Authoring00 Ratings9.01 Ratings
Contract Repository00 Ratings8.01 Ratings
Requisitions-to-Purchase Orders Integrated00 Ratings9.01 Ratings
Supplier Management00 Ratings8.01 Ratings
Risk Management
Comparison of Risk Management features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Sage X3
8.2
1 Ratings
23% above category average
Risk Repository00 Ratings8.01 Ratings
Control Management00 Ratings8.01 Ratings
Control Efficiency Assessments00 Ratings8.01 Ratings
Issue Detection00 Ratings9.01 Ratings
Remediation and Certification00 Ratings8.01 Ratings
Logistics
Comparison of Logistics features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Sage X3
6.1
2 Ratings
12% below category average
Transportation Planning and Optimization00 Ratings8.02 Ratings
Transportation Execution Management00 Ratings7.02 Ratings
Trade and Customs Management00 Ratings8.02 Ratings
Fulfillment Management00 Ratings8.02 Ratings
Warehouse Workforce Management00 Ratings8.02 Ratings
Manufacturing
Comparison of Manufacturing features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Sage X3
7.6
1 Ratings
1% above category average
Production Process Design00 Ratings8.01 Ratings
Production Management00 Ratings7.01 Ratings
Configuration Management00 Ratings9.01 Ratings
Work Execution00 Ratings8.01 Ratings
Manufacturing Costs00 Ratings6.01 Ratings
Supply Chain
Comparison of Supply Chain features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Sage X3
9.0
1 Ratings
22% above category average
Forecasting00 Ratings9.01 Ratings
Inventory Planning00 Ratings9.01 Ratings
Performance Monitoring00 Ratings9.01 Ratings
Product Lifecycle Management
Comparison of Product Lifecycle Management features of Product A and Product B
Microsoft Dynamics 365
-
Ratings
Sage X3
8.5
1 Ratings
16% above category average
Proposal Management00 Ratings8.01 Ratings
Product Master Data Management00 Ratings9.01 Ratings
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Microsoft Dynamics 365Sage X3
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Score 9.8 out of 10
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Score 8.7 out of 10
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Score 7.4 out of 10
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User Ratings
Microsoft Dynamics 365Sage X3
Likelihood to Recommend
7.8
(88 ratings)
6.0
(2 ratings)
Likelihood to Renew
8.0
(20 ratings)
-
(0 ratings)
Usability
8.0
(18 ratings)
-
(0 ratings)
Support Rating
7.9
(11 ratings)
-
(0 ratings)
Online Training
7.5
(2 ratings)
-
(0 ratings)
Implementation Rating
9.2
(4 ratings)
-
(0 ratings)
Contract Terms and Pricing Model
3.9
(3 ratings)
-
(0 ratings)
Professional Services
9.0
(1 ratings)
-
(0 ratings)
User Testimonials
Microsoft Dynamics 365Sage X3
Likelihood to Recommend
Microsoft
All told, if it hadn't been for the fact that we were testing it with both employees who knew CRM lingo and those who were new, we wouldn't have found such an issue. The program itself can be very useful for people who already manage CRMs, who know how to use them, who know how to run and manage employees on them, namely because of the "one-stop-shop" concept in data visibility. When it came down to it though, if you have high-turnover, then this product will devolve into only being used for it's base components. Down the middle, we found that the people who'd been in marketing for 4-5 years fell into the product easily because of the way it was written. Everyone before that, with novice experience, thought it was written like a textbook for a graduate class - little to no leeway if you don't happen to know one specific term
Read full review
Sage
I wouldn't suggest this ERP for small organizations, especially if there is no IT staff. While they do offer support packages, they can be costly as certain packages limit the number of times you can call in. Hiring an outside consulting firm to support is another route, however that could become costly as well. Medium to large businesses with savvy tech staff would be a good fit for this ERP.
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.
Read full review
Sage
  • Easy to understand software for new users.
  • Journal entry and review process is easy.
  • Sage is efficient in tracking multi subsidiary transactions.
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.
Read full review
Sage
  • Complications in configuration. Had to use a third party vendor to help us customize the system so we could better use it within the organization. This added additional expense
  • Some error messages are in French. If you aren't French, or can't speak French, this makes it pretty hard to troubleshoot
  • If you want to customize reports, you need to know Crystal Reporting (at least for the version I am using)
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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
No answers on this topic
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
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
Salesforce has more desirable functions than Microsoft Dynamics 365, at a competitive price. Its user interface is far more superior, it has more customization, easier customization, and out of the box it is more pleasing to the eye and to the end user. If the client doesn't have a deep-rooted connection with Microsoft I wouldn't leap to Dynamics 365.
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Sage
Sage has quite less setup cost and was easy to setup. Sage is capable of managing multi subsidiary transactions. It was easy for our team members to learn and start using. Team leads has some issues while approving invoices initially but it was fine later. Sage is a good option for mid scale manufacturing firms
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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
  • It is hard to say, the reason why we are using Microsoft Dynamics CRM is because it is provided to us for free.
  • It could be worthwhile to investigate whether an alternative CRM (even though paid) can be used to boost the ROI
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Sage
  • Created efficiencies within the organization.
  • Centralized data input and retrieval.
  • Can be an expensive undertaking for an SMB.
Read full review
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