Microsoft Dynamics AX (discontinued) vs. Salesforce Agentforce Revenue Management

It integrates fully with the other Microsoft software we use daily, and this coordination speeds up our work and gives us the agility to run easily. For example, in a purchase inquiry, the customer, after submitting a request, identifies the teams that should work on the project, and if they need further review by other people, they are added to the process, and everything is managed seamlessly rather than the sales process. Get the result as fast as possible.

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What I like best is the ease of use to be able to track all opportunities and quotes in my daily sales tracker I also like the fact that you can reorganize the view for your opportunities. For instance, it is very similar to a spreadsheet where you can filter them by date, dollar amount, name, and several other ways. I found this to be less appropriate when we have to do multiple roles while assigning one task to multiple users. Column resizing within the Quote Line Editor is not supported in the Salesforce mobile app.

• Microsoft Dynamics AX's scalability to meet our regional office needs provide flexibility to the team's requirements.
• Combined with Citrix Xenapp, the application offers seamless access for users on high latency unreliable network connection to the application.
• Application maintenance and updates are easy which makes it possible for us to manage remotely considering the servers are located in a remote Asia site.

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• It does a lot of pricing models really well. So like tiered pricing when you're selling a product has tiered pricing.
• The out of the box approval functionalities is really good. It can trigger approvals based on a ton of different custom criteria.
• The data it creates and tracks is really accurate and robust.

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• MRP can be slow to adapt to changes in actual production or supply chain transactions.
• Setting up number sequences seems a trivial matter, but these numbers ID transactions once they are in the ledger and are key--easy to miss this point in the implementation process.
• Bank rec being easily automated and able to quickly plug into a bank back end to get data is not the best.
• Payment processing can be 'clunky' based on checks, ACH, Wires...as some of these items are not triggered out of the box in AX, bur are easily added --talking ACH and Wires specifically.

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• Our Salesforce is very messy, which tells me it's not super easy to clean up.
• I always have a really hard time removing a contacts from an account - it seems like you can't simply remove the relationship so we have lots of people named DO NOT CONTACT or things of that nature.
• Sometimes when saving it doesn't seem like things actually save.

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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

Microsoft Dynamics continues to evolve by bringing more functionality to the customer. Also there are several independent software providers that offer a wide range of solutions for vertical markets.

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The company is very easy to work with and is growing by leaps and bounds. We do not anticipate switching vendors anytime in the near future

Overall the product does what we need it to do in order for us to function as a company. While there are some concerns over ongoing costs, the belief is, once we have it fully acclimated to our business the cost should settle into alignment with our original expectations. The new features that are consistently being added do add value to the product as they are usually customer request directed.

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Because it looked almost impossible to integrate it with Zoho CRM while our Sales Operations team was working on it. But thankfully it worked at last but at the expense of a month's time. However, it has made every possible Revenue operations task simpler now. And that has ultimately made our team more efficient in terms of work hours spent on manual work.

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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

Some integration and high volume ramping challenges, particularly with BizTalk and SQL Server, but getting sorted out. Outages over time appeared to be more dependent on integration complexity than AX MES.

Some integration and high volume ramping challenges, particularly with BizTalk and SQL Server, but getting sorted out. Outages over time appeared to be more dependent on integration complexity than AX MES.

We use a 3rd-party Microsoft Partner for the system. They are responsive and very knowledgeable. While costs have been mentioned several times in this review they are very aware of costs and have developers who are more economical they use to help offset the level of work required to meet our changes and fix our issues.

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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. TR verified that a representative sample of customers was invited. More Info

There have been some issues with multi-year pricing of certain products and services which we have been assured will be resolved but I guess are still underway, the support team apart from this has not been needed much and in the rare scenarios, it has been needed the resolutions of conflicts has been prompt and quick, so the overall support would have my high regards for being so helpful and customer-oriented so as to assure good performance of their toolset and customer satisfaction.

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It took a lot of work, but Microsoft ultimately did a good job with in-person training, including being onsite in multiple global locations for extended periods.

Our solution deviated from a number of key out-of-the-box standards that were included in Online training. We just used that for introduction to the general functionality.

Some rough spots, but ultimately worked out. The contract didn't appear to be structured to support the level of overlapping facility deployments required to meet timeline commitments. Merging cultures on the program was also challenging. Overall, not an easy implementation by any stretch. Everyone did the best they could.

I was not part of the decision making process to select Microsoft Dynamics AX, however, I do know that an exhaustive search was done and many options were considered alongside Microsoft Dynamics AX and I feel that the right decision was made in choosing this solution.

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There is no comparison to a fully functional instance of CPQ. Nothing comes close due to the amount of customization and ease of use that CPQ offers once it's fully built out. Other solutions may be easier to build or administer, but for the users and business needs, CPQ is the best solution possible.

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Independently Invited by TrustRadius

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• With the robust built-in reporting we were able to drop an external reporting platform that costed about $40,000.
• API integrations have saved manual entry and reduced having to hire 2-3 people to manage data.
• Several administrators and developers are required for this which costs about 200-300 thousand in employee costs.

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Independently Invited by TrustRadius

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

• Easy access to reporting on closed-won, closed-lost, and open quotes.
• Accuracy in data referenced in a quote - it's typically accurate as it is pulled directly from opportunity, looking up to associated subscription start/end dates, etc..
• We lose valuable time in creating quotes ourselves. Quotes were requested and created through sales ops previously, sales did not have access to the excel templates used to generate quotes.

Incentivized

Independently Invited by TrustRadius

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