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
Workato
Score9.3 out of 10
N/A
Workato is a cloud or on-premise automation and integration platform with enterprise-grade
capabilities and no coding required. Workato provides pre-built connectors to integrate with over 300
business applications and enables task automation across apps.
N/A
Pricing
Microsoft Dynamics 365
Workato
Editions & Modules
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No answers on this topic
Offerings
Pricing Offerings
Microsoft Dynamics 365
Workato
Free Trial
Yes
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
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More Pricing Information
Community Pulse
Microsoft Dynamics 365
Workato
Considered Both Products
Microsoft
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Workato
Verified User
Chose Workato
We ended up choosing Workato because of how easy it was to get started and because it did everything we needed it to do. It was one of the first products we trialed specifically for this use case even though we had used other products in the past. The trial was enough time to …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Workato is brilliant to make separate applications work together without much effort or specialists being needed. When specific events on software A should trigger actions on B (or more) and you want that to happen without any development or big budgets, that's where Workato comes into play. It's a great help if you want tasks automated, communications flowing and data synced between different applications.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The Workato product interface is brilliantly thought through and designed. The learning curve for first timers is easy enough to get started and build useful things, and Workato really shines in their ability to handle complex triggers and interactions. Workato allows people to build software apps so much faster than by coding each functionality.
Workato has fantastic documentation, making things accessible without any holes in the product. The product just works, never has any bugs, never lags, and just generally allows us to see and change exactly what we need to.
Workato has an absolutely amazing support team. We tried the free version for a while, then realized it was the single most important software tool we have, and we upgraded. The support at the paid tier is A+, seriously the best from any company we've worked with. Feels more like a good friend then a support rep.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Customer support - responsive, but often not equipped to help efficiently identify root cause of issue. Need to improve escalation to technical resources and turnaround time
Recipe organization and sharing. Can be challenging to copy recipes, or grab recipes from publicly available site. There are often dependencies and errors that have vague descriptions.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The sheer work Workato eliminates from people's daily jobs is simply a great contribution to people's productivity and a boost to capability. It actually strikes the balance between business and tech teams. It also reduces dependency on developers, and speeds up their delivery too. The only reason it's not a full 10/10 is for the price - it's a bit expensive for what we'd like, and their batch or high data volume processing can be improved.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
They employ an extremely knowledgeable team of problem solvers. I've never had a disappointing interaction or one that has left me still searching for answers. I know that when I ask for help, they'll partner with me until we find a solution together
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
We discovered that we could not use Workato for our more complex, large enterprise integrations. It was useful for simple workflows that matched the prebuilt recipes.
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We already used Zapier, but since it doesn't support NetSuite we had to choose another automation platform. Now that we've been using Workato for a few months, we have plans to move the stuff we're going through Zapier to Workato. We set up a trial account with all the other platforms, and they were all more expensive and A LOT more complicated than Workato.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
As business consultants, Workato has greatly improved our offerings to our clients as well as improved the time frame to implement automated workflows and integrations.
For our clients, the return on investment is almost immediate. Once a Workato recipe is up and running (which can be done very fast), data is integrating, duplicate data entry and user errors are eliminated, and cross-company KPI metrics are easier to report than ever.
