What users are saying about
690 Ratings
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Score 7.6 out of 100
229 Ratings
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Score 7.2 out of 100

Likelihood to Recommend

Microsoft Dynamics 365

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
Patrick Stephens | TrustRadius Reviewer

SAP SuccessFactors

Success Factors is really well suited to handling needs of my organization. They've done a good job integrating with our course catalog and making it easy to book courses right from within the application. It falls short in letting managers cascade their objectives easily. When I cascade an objective, the cascaded objective will often inherit comments from my own objective and share them down to my reports - not ideal behavior.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Microsoft Dynamics 365
8.3
SAP SuccessFactors
Customer data management / contact management
Microsoft Dynamics 365
8.8
SAP SuccessFactors
Workflow management
Microsoft Dynamics 365
8.4
SAP SuccessFactors
Territory management
Microsoft Dynamics 365
8.2
SAP SuccessFactors
Opportunity management
Microsoft Dynamics 365
8.6
SAP SuccessFactors
Integration with email client (e.g., Outlook or Gmail)
Microsoft Dynamics 365
8.9
SAP SuccessFactors
Contract management
Microsoft Dynamics 365
7.7
SAP SuccessFactors
Quote & order management
Microsoft Dynamics 365
8.0
SAP SuccessFactors
Interaction tracking
Microsoft Dynamics 365
8.4
SAP SuccessFactors
Channel / partner relationship management
Microsoft Dynamics 365
8.0
SAP SuccessFactors

Customer Service & Support

Microsoft Dynamics 365
8.4
SAP SuccessFactors
Case management
Microsoft Dynamics 365
8.4
SAP SuccessFactors
Call center management
Microsoft Dynamics 365
8.6
SAP SuccessFactors
Help desk management
Microsoft Dynamics 365
8.3
SAP SuccessFactors

Marketing Automation

Microsoft Dynamics 365
8.2
SAP SuccessFactors
Lead management
Microsoft Dynamics 365
8.6
SAP SuccessFactors
Email marketing
Microsoft Dynamics 365
7.7
SAP SuccessFactors

CRM Project Management

Microsoft Dynamics 365
8.0
SAP SuccessFactors
Task management
Microsoft Dynamics 365
8.2
SAP SuccessFactors
Billing and invoicing management
Microsoft Dynamics 365
8.1
SAP SuccessFactors
Reporting
Microsoft Dynamics 365
7.7
SAP SuccessFactors

CRM Reporting & Analytics

Microsoft Dynamics 365
8.1
SAP SuccessFactors
Forecasting
Microsoft Dynamics 365
8.2
SAP SuccessFactors
Pipeline visualization
Microsoft Dynamics 365
8.0
SAP SuccessFactors
Customizable reports
Microsoft Dynamics 365
8.1
SAP SuccessFactors

Customization

Microsoft Dynamics 365
8.1
SAP SuccessFactors
Custom fields
Microsoft Dynamics 365
8.4
SAP SuccessFactors
Custom objects
Microsoft Dynamics 365
8.1
SAP SuccessFactors
Scripting environment
Microsoft Dynamics 365
7.9
SAP SuccessFactors
API for custom integration
Microsoft Dynamics 365
7.9
SAP SuccessFactors

Security

Microsoft Dynamics 365
8.4
SAP SuccessFactors
Single sign-on capability
Microsoft Dynamics 365
8.5
SAP SuccessFactors
Role-based user permissions
Microsoft Dynamics 365
8.2
SAP SuccessFactors

Social CRM

Microsoft Dynamics 365
7.8
SAP SuccessFactors
Social data
Microsoft Dynamics 365
7.6
SAP SuccessFactors
Social engagement
Microsoft Dynamics 365
8.0
SAP SuccessFactors

Integrations with 3rd-party Software

Microsoft Dynamics 365
8.0
SAP SuccessFactors
Marketing automation
Microsoft Dynamics 365
8.1
SAP SuccessFactors
Compensation management
Microsoft Dynamics 365
7.9
SAP SuccessFactors

Platform

Microsoft Dynamics 365
7.8
SAP SuccessFactors
Mobile access
Microsoft Dynamics 365
7.8
SAP SuccessFactors

Human Resource Management

Microsoft Dynamics 365
SAP SuccessFactors
7.8
Employee demographic data
Microsoft Dynamics 365
SAP SuccessFactors
7.7
Employment history
Microsoft Dynamics 365
SAP SuccessFactors
8.3
Job profiles and administration
Microsoft Dynamics 365
SAP SuccessFactors
6.8
Workflow for transfers, promotions, pay raises, etc.
Microsoft Dynamics 365
SAP SuccessFactors
6.7
Organizational charting
Microsoft Dynamics 365
SAP SuccessFactors
7.7
Organization and location management
Microsoft Dynamics 365
SAP SuccessFactors
7.9
Compliance data (COBRA, OSHA, etc.)
Microsoft Dynamics 365
SAP SuccessFactors
9.3

Payroll Management

Microsoft Dynamics 365
SAP SuccessFactors
8.8
Pay calculation
Microsoft Dynamics 365
SAP SuccessFactors
9.1
Support for external payroll vendors
Microsoft Dynamics 365
SAP SuccessFactors
8.8
Off-cycle/On-Demand payment
Microsoft Dynamics 365
SAP SuccessFactors
10.0
Benefit plan administration
Microsoft Dynamics 365
SAP SuccessFactors
8.9
Direct deposit files
Microsoft Dynamics 365
SAP SuccessFactors
9.0
Salary revision and increment management
Microsoft Dynamics 365
SAP SuccessFactors
7.3
Reimbursement management
Microsoft Dynamics 365
SAP SuccessFactors
8.5

Leave and Attendance Management

Microsoft Dynamics 365
SAP SuccessFactors
7.9
Approval workflow
Microsoft Dynamics 365
SAP SuccessFactors
7.9
Balance details
Microsoft Dynamics 365
SAP SuccessFactors
7.9
Annual carry-forward and encashment
Microsoft Dynamics 365
SAP SuccessFactors
7.8

Employee Self Service

Microsoft Dynamics 365
SAP SuccessFactors
7.9
View and generate pay and benefit information
Microsoft Dynamics 365
SAP SuccessFactors
6.8
Update personal information
Microsoft Dynamics 365
SAP SuccessFactors
8.1
View company policy documentation
Microsoft Dynamics 365
SAP SuccessFactors
8.1
Employee recognition
Microsoft Dynamics 365
SAP SuccessFactors
8.4
View job history
Microsoft Dynamics 365
SAP SuccessFactors
8.2

Asset Management

Microsoft Dynamics 365
SAP SuccessFactors
7.6
Tracking of all physical assets
Microsoft Dynamics 365
SAP SuccessFactors
7.6

HR Reporting

Microsoft Dynamics 365
SAP SuccessFactors
7.1
Report builder
Microsoft Dynamics 365
SAP SuccessFactors
7.1
Pre-built reports
Microsoft Dynamics 365
SAP SuccessFactors
7.0
Ability to combine HR data with external data
Microsoft Dynamics 365
SAP SuccessFactors
7.2

Onboarding

Microsoft Dynamics 365
SAP SuccessFactors
8.3
New hire portal
Microsoft Dynamics 365
SAP SuccessFactors
8.2
Manager tracking tools
Microsoft Dynamics 365
SAP SuccessFactors
8.0

Performance and Goals

Microsoft Dynamics 365
SAP SuccessFactors
8.3
Corporate goal setting
Microsoft Dynamics 365
SAP SuccessFactors
8.2
Individual goal setting
Microsoft Dynamics 365
SAP SuccessFactors
8.1
Line-of sight-visibility
Microsoft Dynamics 365
SAP SuccessFactors
7.5
Performance tracking
Microsoft Dynamics 365
SAP SuccessFactors
8.0

Performance Management

Microsoft Dynamics 365
SAP SuccessFactors
8.0
Performance plans
Microsoft Dynamics 365
SAP SuccessFactors
7.9
Performance improvement plans
Microsoft Dynamics 365
SAP SuccessFactors
7.3
Review status tracking
Microsoft Dynamics 365
SAP SuccessFactors
8.1
Review reminders
Microsoft Dynamics 365
SAP SuccessFactors
8.0
Multiple review frequency
Microsoft Dynamics 365
SAP SuccessFactors
7.6

Succession Planning

Microsoft Dynamics 365
SAP SuccessFactors
9.3
Create succession plans/pools
Microsoft Dynamics 365
SAP SuccessFactors
9.4
Candidate ranking
Microsoft Dynamics 365
SAP SuccessFactors
9.2
Candidate search
Microsoft Dynamics 365
SAP SuccessFactors
9.4
Candidate development
Microsoft Dynamics 365
SAP SuccessFactors
9.3

Recruiting / ATS

Microsoft Dynamics 365
SAP SuccessFactors
4.4
Job Requisition Management
Microsoft Dynamics 365
SAP SuccessFactors
8.3
Company Website Posting
Microsoft Dynamics 365
SAP SuccessFactors
8.5
Publish to Social Media
Microsoft Dynamics 365
SAP SuccessFactors
7.5
Job Search Site Posting
Microsoft Dynamics 365
SAP SuccessFactors
8.3
Duplicate Candidate Prevention
Microsoft Dynamics 365
SAP SuccessFactors
8.2
Applicant Tracking
Microsoft Dynamics 365
SAP SuccessFactors
8.4
Notifications and Alerts
Microsoft Dynamics 365
SAP SuccessFactors
8.4

Pros

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.
Anonymous | TrustRadius Reviewer

SAP SuccessFactors

  • The Recruiting module is one of the best tools on SuccessFactors. This has so many capabilities and has truly helped managing all the positions and candidates that have applied to our requisitions.
  • The Learning module is a great asset to provide and push out required training for all employees. Tracking and reporting is seamless and easy to execute. Easy to manage, update and provide to all or a few employees.
  • Performance and Goals module is a great way to track and maintain professional and personal goals. This process is easy to track, update when needed, and beneficial for manager and direct reports. Powerful and accurate goal management for all levels.
  • Reporting module is easy to create own customized reports as needed that may not be standard out of the box. Ability to share those reports across groups/employees is extremely beneficial.
  • The org chart functiality is really impressive. You can make edits/changes within the org chart that have real time effects. The ease to view divisions and company org charts is so simple. One of the best features of any HRIS I have ever experienced.
Adam Kasten, PHR | TrustRadius Reviewer

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.
Justin Pink | TrustRadius Reviewer

SAP SuccessFactors

  • There is a high level of disparity between some of the products. Many were purchased later on and "bolted" to the existing software. Unfortunately, there are always parts of this purchased software that do not mesh well with the existing system. They sometimes require separate log ins, additional uploads/permission/management, and sometimes separate reporting. There hasn't been much of an effort by SuccessFactors to better align these products so that there is a fluid transition between the modules.
  • The system lags in several key areas. The latest software update (v12) adds a far more robust homepage, however, it slows the initial site load considerably. Navigation between the modules is also very slow.
  • Parts of the software are dated. They either lack functionality that most systems have today or simply look like older technology. The v12 update improves on this issue but is only available for some modules.
  • Much of the software feels like it was "designed" by programmers. The user interface is not the most intuitive and can be confusing for non tech-savvy users. Even more astute users struggle with over-complicated processes and layouts.
Anonymous | TrustRadius Reviewer

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.
Chris Jensen | TrustRadius Reviewer

SAP SuccessFactors

SAP SuccessFactors 2.7
Based on 13 answers
Support is still lacking. If we don't have a critical business need where we're looking to license something new, there is no partnership with SuccessFactors. Unless of course you purchase the Platinum Support which we did not. It is difficult for us to take advantage of new functionality when we have professional services fees that will be incurred as a result. We're in a tough economy and our budgets are slim. We don't have wiggle room to add $5k here or $10k there. The overall integration into a total HCM solution is also lacking.
Anonymous | TrustRadius Reviewer

Usability

Microsoft Dynamics 365

Microsoft Dynamics 365 8.2
Based on 15 answers
Microsoft Dynamics 365 is reliable and easy to use. There are, however, some drawbacks. It has all the tools your sales team needs to track leads and make informed decisions based on reports. A knowledgeable and responsive support team was available whenever I needed it. The support team is enthusiastic and knowledgeable. Useful for customer relationship management (CRM). There is room for improvement when it comes to terminology.
Mst Rahima Khatun | TrustRadius Reviewer

SAP SuccessFactors

SAP SuccessFactors 2.7
Based on 3 answers
For Key users, it is not really friendly. There are lot of hidden buttons which makes the experience difficult.For end user, it is quite easy.
Anonymous | TrustRadius Reviewer

Support Rating

Microsoft Dynamics 365

Microsoft Dynamics 365 8.9
Based on 8 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.
Todd Jankowski | TrustRadius Reviewer

SAP SuccessFactors

SAP SuccessFactors 6.1
Based on 21 answers
The overall platform could use the updates, so the overall look of it seems more modern. Also, the number of possible customizations could be made more simple to implement. SAP SuccessFactors does have a helpline that is helpful and free. On a positive note, it is beneficial in our performance reviews and recruiting efforts.
Anonymous | TrustRadius Reviewer

Implementation Rating

Microsoft Dynamics 365

Microsoft Dynamics 365 9.2
Based on 4 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.
Sara Tsoodle | TrustRadius Reviewer

SAP SuccessFactors

SAP SuccessFactors 3.6
Based on 1 answer
We had to delay go live of EC due to bad councelling of our implementation partner.
Anonymous | TrustRadius Reviewer

Alternatives Considered

Microsoft Dynamics 365

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.
Alexander Cooper | TrustRadius Reviewer

SAP SuccessFactors

Current environment includes ADP WorkforceNow and it had limitations on workflows and performance. Workday was reviewed but found to be cost prohibitive at the time. SF provided a good balance of needs we were looking for with core modules we needed to develop.
Tony Deblauwe | TrustRadius Reviewer

Contract Terms and Pricing Model

Microsoft Dynamics 365

Microsoft Dynamics 365 8.0
Based on 2 answers
I was asked some questions when considering our purchasing options about how we should use it and what we would use it for. With so much data and information out there, we have to make sure we are presenting it correctly to the managers or it will be lost on them. We don't spend nearly as much money on it as Salesforce, because we use less of their capabilities. It meets our needs and definitely provides a positive ROI.
Harrison Pershing | TrustRadius Reviewer

SAP SuccessFactors

No score
No answers yet
No answers on this topic

Professional Services

Microsoft Dynamics 365

Microsoft Dynamics 365 9.0
Based on 1 answer
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.
Mst Rahima Khatun | TrustRadius Reviewer

SAP SuccessFactors

No score
No answers yet
No answers on this topic

Return on Investment

Microsoft Dynamics 365

  • 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
Anonymous | TrustRadius Reviewer

SAP SuccessFactors

  • SF is not cheap. I wouldn't recommend it as a solution for a small business. And while it is constantly being developed, in my humble opinion it is not yet a mature enough player to provide a large business the flexibility and support that it needs. It is a good tool for mid-size businesses.
  • The amount of support that is needed from SF in order to use the system to its fullest potential can really only be gained with a dedicated support representative (very costly) and most changes that need to be made are additional charges and are outsourced to other preferred consultant groups that work regularly with SF. These are costly and can quickly add up based on the level of customization and changes that need to be made each year.
  • I'm in Human Resources so I hear all the moaning and complaining from managers and employees regarding performance management and compensation planning. I've been in several companies and used several other tools to administer comp and performance manaement. I will say that the base compensation, goal planning, and performance management modules in SF are efficient and easy to use and administer. Like any system, you just need to get through the initial implementation phase to reap the full rewards.
Jennifer Murillo | TrustRadius Reviewer

Screenshots

Pricing Details

Microsoft Dynamics 365

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

SAP SuccessFactors

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

Microsoft Dynamics 365
8.1
SAP SuccessFactors
6.3

Likelihood to Renew

Microsoft Dynamics 365
7.9
SAP SuccessFactors
2.7

Usability

Microsoft Dynamics 365
8.2
SAP SuccessFactors
2.7

Support Rating

Microsoft Dynamics 365
8.9
SAP SuccessFactors
6.1

Online Training

Microsoft Dynamics 365
7.5
SAP SuccessFactors
8.0

Implementation Rating

Microsoft Dynamics 365
9.2
SAP SuccessFactors
3.6

Contract Terms and Pricing Model

Microsoft Dynamics 365
8.0
SAP SuccessFactors

Professional Services

Microsoft Dynamics 365
9.0
SAP SuccessFactors

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