Microsoft Dynamics 365 vs. Webgility

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.

Incentivized

Webgility allows for an accounting based on the real world of our business. We are in control and charge of all of the processes that give dynamic to our businesses. We do not feel near to our business we are near and we can do this with nothing else than the intelligence behind Webgility. Everything is better since we started and we have ourselves still space to put under our reign with the vast amount of methodologies that are implemented at best in Webgility Desktop, Online, and Intelligence. There is positive improvement in the benefits every employee generates with the suites. Cases in which some starts to get in unintended directions can be detected early and corrected with no worse impact. Webgility did not too much enhance our reach to new markets or customers. Our new qualities are getting around but we expect more from the business generating features sets of Webgility. We are still curious about enhancing ourselves and our employees but we already integrated the suites to a significant degree in our processes. We are very satisfied with the POS and markets but there is for us still a lot left out where we are strong and reach our clients and customers.

Incentivized

• 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.

Incentivized

• This product has seamlessly helped my company in a form of scrutiny that has minimized human errors to almost zero.
• It ensures an optimal level of accuracy exists when we are in the middle of downloading any sort of customer data.
• The tailored, customizable, and personalized reporting of this platform is another great aspect of it.
• I am satisfied with the usability of this software because it is very easy to use plus it has an intuitive interface that is easy to grasp.
• Customer support of this product is commendable and worth to be praised because they have always been very helpful and supportive in any time of need.

Incentivized

• 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.

Incentivized

• Keeping in mind all the good things said about Webgility there is also a need to pinpoint some loopholes that exist in Webgility so that Webgility can further work on those deprivations in order to bring the best to its users.
• I feel that the inventory management system of Webgility is pretty basic compared to the overall level of Webgility.

Incentivized

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.

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

Incentivized

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.

Incentivized

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

Incentivized

It is one of the best platforms I have ever used. Webgility has been very helpful in mitigating human errors, which leads to so much time-saving. Webgility connects all the pieces, like a messed-up jigsaw puzzle, and keeps the orders synchronized well in Quickbooks.

Incentivized

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.

Incentivized

• There is an on-going monthly fee, but our company finds it is well worth it for both the support we recieve as well as the time saved by not manually entering orders into out accounting software from our online store.
• The biggest ROI is absolutely time saved in entering orders.

Incentivized