Microsoft Dynamics SL vs. UDA Construction Suite

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've never used software before and have low expectations, then you might be able to make it work out.

• 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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• The beautiful user interface. It looks good.
• Their videos are professional.
• They have webinars.

• 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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• Their spell checker creates a squiggly line to tell you that you have a misspelled word, but, doesn't allow you to correct it.
• The spell checker lets you add custom words to a dictionary, but, it can only use one dictionary at a time to check spelling. So the default dictionary gets used, and your custom words still show up as being spelled wrong!
• You can't select-copy addresses, in order to paste them somewhere else.
• Using duplexing on my printer doesn't work right. It works for every other software I own, but not in UDA.
• There is a bug in the WIP date range that doesn't pull accurate data.
• "Options" in the estimate show only cost, not margin. So if you show your customer that report, you are revealing cost info, not selling price!!
• You can't import a PDF into bid notes, even though the premise of UDA is to try to make it a single repository for all your information.
• You can't use the arrow key to browse photos in UDA. You need to close, and click into the next one. No inuitive functionality.
• The estimating module separates material and labor, in ways that create a very confusing Scope of Work. You need to select the labor item from your database, then separately select the material from your database. You end up with two line items in your Scope of Work for the same thing. Instead of writing, "Supply and Install a new window" you have "Supply a new window" and then "Install a new window." It's hard for my estimator, and confusing for my client.
• UDA will WREAK HAVOC on your contacts in Outlook.
• It does a terrible job of managing husband/wife or partner/partner situations. You can't mail merge them properly, or, you get forced into combining their contact into into a single contact-- and then how do you know whether the cell phone is his or hers???
• There is no good way to credit design fees against the construction contract, if you happen to use that paradigm for your contracts.
• There is no way to filter contracts by their date created. So, how do you find your newest contacts for entering them into something such as Constant Contact?
• If you try to use integration of QuickBooks(QB) and UDA, your ITEMS list in QB will either get expanded to hundreds or even THOUSANDS of items... or, your POs in QB will get created in a summary form such that they are virtually meaningless.
• The "lead funnel" graphic may look cool, but there is not a good way to actually report on the lead status, track the activities and calls that you make, note significant emails that you write, or keep track of when you send out thank-you cards or spiffs/gifts!
• They might tell you that these things work, but, after spending MONTHS with UDA, I found out that these problems are deal breakers.
• Within their customer service department, the left hand doesn't know what the right hand is doing. They do not use a structure such as Zendesk that so many other great companies use. Even though I was paying for priority support, there were often days going by where I could not get a call or email back to assist me with a support request or provide a tutorial on how to do something. Had I not paid extra for support, this would be acceptable. But when paying for "TotalCare" priority support, there are times when the software had me stuck, and I was stuck for a day at a time waiting for an answer. Sometimes no answer ever arrived.

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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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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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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QuickBooks has great quality assurance and while they don't provide support, their software is nearly flawless. Co-construct provides great support and solves problems. In comparison, UDA Construction Suite is full of flaws, and their customer service department is disorganized and overworked.

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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• All my money was wasted. I could not get a refund.
• All my time was wasted. I spent much time on customer support, and even more time "stuck" where customer support could not be reached.
• My staff time was wasted, because it was hard for them to implement and then we ultimately abandoned it.