Microsoft Dynamics SL vs. Zoho Inventory

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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It's a basic system which does some things well but the things it does well are the basic things you would expect! Many other features that are a little beyond basic are just not available or you can get 90% of the way there but get stuck on the final 10% so you need to hire a developer who can try to get you through the last bit. An inventory management system with no bin locations pretty much sums it up. The reporting system is terrible. To get any real use you need to integrate it with Zoho Analytics but the problem there is it only syncs every 3 hours. The integrated shipping process is extremely cumbersome

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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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• It is simple to use.
• Does all the basics well.
• Is able to integrate with our CRM.

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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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• Templates within Zoho Inventory are very weak. You can't customize many including package slips, shipment docs, etc...
• When an order has multiple packages, it's next to impossible to find the item you are looking for. Scenario, a large order has many packages and a customer has cancelled one of the items. You must click through every package to find the item, edit the package and remove it before you can cancel the item.
• The reports within Inventory are extremely basic and many of them are useless
• The packing slip module is useless as it does not print out bin locations
• It's an inventory management system but it does not have bin locations
• The backorder system is useless. If you "backorder" something then the whole order is locked until the backorder arrives in. Scenario.... a client orders 20 items, 1 is on backorder. You "backorder" that one item but want to ship the other 19... not possible. The order gets completely locked.
• You can't print out RMA requests. There is just no option to do it, you have to do a screen shot
• Integration with Amazon or other 3rd party e-commerce providers is troublesome.

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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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It is relatively easy to customise but the problem is sometimes it is not easy to see where this customisation is available. Also the integrations with external systems can prove problematic both during installation and ongoing development and maintenance. It's great for small companies with a simple inventory or even larger organisations with smaller product lines. And it is reasonably priced if you ar eprepared to put the time in.

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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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The inventory management is better than QuickBooks however you give up an awful lot to get that benefit. The reporting in QuickBooks is far superior. The reporting in Inventory is terrible with every few options to customize the reports. For example, pulling in a salesperson report that factors in returns is not possible. You can't pull a report to see what items need to be picked for all open orders.

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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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• We stopped using it as it was difficult to set up.
• Zoho offers a lot of features but the depth of its functionality proves limited as your demands increase.

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