Microsoft Dynamics SL vs. Recharge

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 are using Shopify and have plenty of ecommerce orders a month, Recharge is a no brainer when it comes to setting up and using a subscription service. We can't say enough about how well their team works and implements everything along the way. They also teach us common practice things to set up in the admin for customers to use, and help us with reporting and analysis to get better and grow.

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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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• Auto trigger subscription orders
• Buy box widgets on the website

• 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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• We would like to see a bit more design concepts with their product page widget
• It would also be nice if they had a "Points Program" rather than just a Loyalty Program that worked off of money back
• Very rarely their admin UI will hang, causing us to log out and try again.

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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 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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In my experience, Recharge is very slow loading, both for our customer facing dashboards and our internal dashboards. We regularly deal with customer complaints, having difficulty using their subscription management dashboard. Working in the Recharge admin dashboard is also slow and clunky. It can be a little bit of a battle to get stuff done and it's not uncommon for analytics dashboards to simply fail to load. All in all, working with Recharge is not an enjoyable experience for me.

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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In my experience, Recharge support is... quite poor. They are slow to respond and unhelpful. Even at a different brand I worked at with an Enterprise contract and guaranteed few hour response times, they would regularly take one to three days to get back to me, which is quite a bit longer than the Enterprise support response times. I've had to get into arguments with them multiple times about bugs before they would admit them to be bugs and fix them and their go to support is to usually blame Shopify. There was one time I accidentally sent an email to a different vendor asking about Recharge support, and the other vendor provided a more helpful response than Recharge support.

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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We actually surveyed over a dozen potential Shopify subscription apps before we finally decided to settle on Recharge. Recharge is definitely not the cheapest, but they also weren't the most expensive, either. For the all of the features and technology they offer versus what they are charging, we found it to be extremely fair (and now well worth the price).

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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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• Our subscriptions are 33% up already from our previous system
• Email automation is working super smoothly
• Their tools (like Cancelation Prevention) really do help with order churn

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