Microsoft Dynamics SL vs. Power BI For Office 365 (discontinued)

For a small to mid-size business, MS Dynamics SL is effective. We are capable of managing our finances with a very low risk of error. We have worked with MS Dynamics for almost 15 years and have more than doubled the size of our business in that time with very few issues from the program. We have exponentially increased our revenue and reporting demands and have found SL to be very dependable and stable. The program does have the occasional glitch and those are sometimes outside of the realm of expertise of our IT department. SL support is excellent, but their timeliness is not as urgent as ours.

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If you're already using Office 365, Power BI for O365 is an easy choice. Start playing around with the free version and then easily add individual Pro licenses with little risk. However, if you anticipate using this with many users, it can get expensive quickly.

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• Provides flexibility for complex project based cost accounting
• Strong and flexible allocation processer for cost allocations, markups, and pricing
• A "Flexible Billing" module under the project controller series that allows for multiple billing formats ranging from fixed price schedule of values, T&M or Cost Plus, and scheduled billing.
• Flexible reporting with options using Crystal Reports, SSRS, a Quick Query tool, and ability to tie into MS Office tools such as MS Access and MS Excel
• Tight integration with Financials, but also the ability to integrate with modules such as Sales Order, Inventory, and Field Service
• Customization abilities ranging from a VBA (visual basic for application) foundation to allow customizing existing forms to the ability to use the SDK (Software Development Kit) to build more complex customizations that integrate with Dynamics SL.

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• Easy to make visual dashboards from SQL queries. Previously we had to use a third party application that had to run on a web server that was so complex to setup and run. PowerBI removes all that.
• Ability to control who/which group has access to each dashboard or report. Ties in well with the rest of the Office 365 ecosystem.
• Has many connectors to allow pulling data from various systems, both onsite (via gateway) or external (via APIs), and join the data to create a report/dashboard.
• Ability to show data but also export the data, if permitted.
• Easy to show PowerBI dashboards on SharePoint or on other websites via embedded code.

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• Reporting in the Project module is lacking functionality. I understand that most companies have specific needs when it comes to tracking project information but the standard reports are not good.
• I would recommend a product like Management Reporter that is for Projects only. Project Reporter should allow users to pull in all Project related data into reports.
• Fixing suspended batches. Obviously all of us users have experienced this mess. SL knows what needs to be corrected and there could be some step by step fixes in a separate repair module to do the steps we do in Query Analyzer.

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• Licensing: Currently, Microsoft has a fixed pricing model for Office 365 users, regardless of role/function of the user. Most organizations have a small number of "power users" that create usable content and many more "consumers" that simply view/run reports created by power users. Microsoft does not differentiate between these users, and thus the pricing limits organizations from large deployments of the software.
• Version incompatibility: Excel 2010 and 2013 workbooks are compatible with each other. However, workbooks created in 2010 that include PowerPivot databases must be upgraded to 2013 format to run in 2013. Subsequently, you cannot open these upgraded PowerPivot workbooks in 2010. This requires ALL users to be on the same version.
• Visualization: Excel charting with PowerPivot workbooks is adequate for many users. Power View also contains a number of GREAT visualizations, including animated bubble charts and a very flexible dashboard/report design canvas. However, compared to some of the other self-service BI solutions, it is still limited in its visualization capabilities.

Unfortunately, Dynamics' lack of ability to smoothly integrate with our CRM system is causing us to look at other solutions. The efficiencies that we gain by using Dynamics for our day to day accounting are lost in the constant headaches of getting sales quotes to import properly into the system for invoicing. Another major issue for us has been budgeting and reporting. We currently do all of our budgeting and board reporting in Excel, which is too time consuming and inefficient, especially when a system as robust as Dynamics should easily be able to handle this relatively simple task.

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I will continue to recommend this suite to folks looking for a reporting and analytics solution, as I find in MOST cases, it's great at meeting almost every requirement I've been given by a multitude of clients across a range of industries. I've built Capacity Planning solutions that allowed end user input which was then submitted to SharePoint, Executive Dashboards, custom applications, simple analytical tools for teams to easily slice and dice data, and super simple reports as well as some very complicated ones. If you haven't seen the demos online, do a search, and see for yourself - this is a great BI suite! (I do not work for Microsoft, although I do consult out there from time to time. I do occasionally make a recommendation for a different BI reporting tool, but in general, find Excel can accomplish quite a bit for less money and in less time.)

I rate it a 10 because we have removed the fields we don't need so users can really crank the data into the system. The software was designed for the professional services firm in mind but does a tremendous job for construction firms and "blended" companies that are both distribution firms but project centric as well. Perhaps they drop ship inventory to a project where their employees or subs need to work on a project for example.

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We are satisfied with the functionality and capabilities of Power BI. Product is cost effective and full-fill the reporting requirements of the organization. You can perform most of the report level complex analysis with the help of DAX which makes Power BI very powerful analytic tool. Power BI for Office 365 has gone away and Power BI is the next evolution of it. Power BI comes with your Office 365 E5 subscription or you can purchase licensing for it separately.

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We have had only one unplanned outage for 2 hours in the last 30 months. We shut down for 30 min to 1 hour once a month, but that is for Microsoft OS updates to the servers. Being a 24/7 world wide operation, the reliability is really important. We do get an 8 hour window on the weekend that we can be down for a short period to install Microsoft Dynamics SL updates, but we do not have many of those. On our last version upgrade, we shut the users out at 9:30 am and were fully operational in less than 6 hours. The upgrade was New SQL server, New SL server and 2 new Citrix servers.

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Support is only used when needed, so unfortunately ,they get all the odd issues. It's a difficult business, but Microsoft and our firm do a great job of meeting customer needs. We get routine feedback that our support services are very good.

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as of now there is strong community for Power BI, you can get solution for most of your problems from there. Also you can send your error to Microsoft as well. After every 15 days they release updates to overcome all the issues of defects.

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Just to let it take its course. The implementation for me once I became a part of my former organization was pretty seamless. Just get to know the basics and call the support team to ask questions if you need help on an issue, should they arise. They are ready, willing, and able to help!

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Of the comparable mid-range ERP systems, Dynamics SL competes at the lower end based on price, but also above the high-end based on flexibility, data, and reporting. Being able to stay with the same core accounting from a $100 million dollar company to a $3 billion dollar company shows the range of capabilities.

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Oracle was nice, super expensive to implement if it's not in use already. JobDiva is choppy and heavy on the system while does not give great reports. Salesforce is good; remote access is good however their support is terrible

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Since the backbone of the database is MS SQLServer, the database can be easily scaled.

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• More time is spent on manipulating reports which can and should be automated.
• Lack of electronic invoicing process and other green technology features creates more cost on printing and storage costs.
• The lack of a user friendly interface requires more training and a bigger learning curve for staff.

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• As a Microsoft Partner implementing Business Intelligence solutions, Power BI has removed the barrier for our clients to begin the "BI journey". So often, projects get hung up in that early phase of procuring and installing/configuring expensive hardware and software. Just simply getting started and designing a beginning solution has allowed our clients to see results in 1-2 weeks using their data that might have taken months to achieve otherwise.
• One significant ROI example is process improvement. In many cases, individuals or teams are spending days each month gathering data from multiple sources for reporting to their constituents. We are reducing these times to minutes by automating many of the data collection and integration processes that were previously manual.