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
UiPath Automation Platform
Score 8.4 out of 10
N/A
UiPath's agentic platform combines the company's Robotic Process Automation (RPA) solution for automating repetitive tasks with agentic automation. By unifying agentic AI, automation, BPM, and process intelligence, the platform gives organizations control to design, run, and optimize new agentic processes.
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 …
UiPath is easier to learn and use than most competitive solutions like Jacada or Contextor. Its application support is also on-par with the best. Product vision and roadmap is what really makes UiPath unique.
Director Departamento Data Analitics, Softwarte y Desarrollo
Chose UiPath Automation Platform
UIPath has not had problems in the execution of the same robot against different platforms, while other market solutions required the compliance of standards by third parties that are not controlled by us, so their implementation went through very difficult risks to solve.
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.
UiPath Automation Platform is well-suited for automating repetitive and time-consuming tasks such as invoice processing, data entry, and report generation. By using UiPath Automation Platform, employees can focus on more strategic tasks, which leads to increased efficiency. Additionally, UiPath Automation Platform is highly effective at automating rule-based processes, such as financial processes like bank statement reconciliation, account payable, and account receivable processes that follow a set of predetermined rules.
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.
Any type of application can be automated (Desktop Application, Web Application and also applications reachable only via remote technologies such as Citrix, Remote Desktop and so on).
The writing of a process code takes place entirely through the use of objects. In the event that there were no objects capable of solving a particular problem, it is possible to use some languages of the .net platform such as: VB.net, C#.
It is easy to scale the solution by adding more robots to run a process in case the solution requires more performance in the future.
It can also be used by functional analysts to design the flow to be automated.
An academy is available online where basic and advanced courses can be taken. It is also possible to take a completely free basic certification.
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.
As I mentioned, Excel automation is not very effective, there are a number of packages to add, but there is nothing as smooth as a good macro.
Working with selectors is certainly challenging and UiPath does a good job with that, but there is room for improvement since the interface could be smarter in selecting the right attributes and warn the user if something is not properly setup.
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.
This platform has so much potential and have been garnering a lot of attention by proving benefits in terms of saving operational and manpower costs. I am sure with minute efforts we were able to achieve our ROI and the same is the case with many of our customers whom we have been working around Digital Automation initiatives.
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
There are two main reasons with this rating 1. UiPath Automation Platform requires the old school type of Change Weather management, Which actually eats a lot of time to manage and roll out the recent changes. There is not something kind of CI/CD when you are developing the things With UiPath Automation Platform. 2. Very high development and maintenance cost, which actually decrease its usability.
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.
UiPath RPA has an exceptional studio interface. It has been a year and so since I am using UiPath RPA. Whether it is some my personal task to scrape information & links from the Journal or find a specific character string from multiple PDF collection using OCR, UiPath RPA has made its roots to our technological ecosystem
Video material supported by text. The training has evolved a lot in the past 3 years to become more attractive. Specific training tracks exist for the different roles in RPA development, where everyone is expected to learn basic development.
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.
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
As compared to other products, we require programming knowledge and concepts to work but UiPath is for everyone. It provides us extensive event logging at various stages and effective exception handling for applications and business. It increases our agility and enhances the overall productivity further by using the source control SVC. The solution that we implemented is also very scalable in terms of incorporating new requirements.
The open source tools require lots of IT effort in order to set up and maintain over time. UiPath is like a complete package and customer service is also active in terms of solving issues arising while automating procession on a day to day basis.
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.
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.
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.
