Microsoft Dynamics 365 for Finance and Operations

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3.5 out of 5 stars

Microsoft Dynamics 365 for Operations is the complete ERP solution for enterprises and offers solutions for manufacturing, distribution, retail, services, and public sector.

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Microsoft review by <span>Kyuu E.</span>
Kyuu E.
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An open minded look at ERP

What do you like best?

Familiar tools, open standards. There's very little feeling of legacy and closed proprietary design, instead it feels designed to adapt. If you can manage Windows networks, you can manage AX. If you know SQL Server, you can easily do customizations for AX.

What do you dislike?

Performance tuning is a bit challenging, it may take a while to find out the optimal setups.

Recommendations to others considering the product

AX is the probably the most customizable of the big solutions - in good and bad. Expect to take some serious time with getting everything to look like your company. It WILL do what you need, but you MUST accept that the progress is slow. While it may take more time to adapt AX compared to some simpler solutions, you will also have far wider options.

Also, if you're integrating the AX database to any 3rd party software, work on SQL code optimization. I cannot stress how important that is. Some of Microsoft's default suggestions are sluggish.

What business problems are you solving with the product? What benefits have you realized?

AX is in generic ERP use here, using all the major functions. We do use additional software for logistics, sales, POS and certain special financial needs but integration has worked out quite well.

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Microsoft review by <span>Luke P.</span>
Luke P.
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Great for specific applications

What do you like best?

We were able to customize the Dynamic system to cover both our CRM, project management, and inventory controls all on one user interface. With CRM we were able to track our contact list as well as the last contact and what our current jobs were with them. The PM team was able to use that information to better assess the situation of current jobs and negotiate accordingly.

What do you dislike?

It is a massively powerful program, and it almost was quite difficult to run the reports and figure out how to format the results correctly.

Recommendations to others considering the product

Be aware of what you need to use this for, and bring in a third party to set it up if you don't have the internal team.

What business problems are you solving with the product? What benefits have you realized?

It was able to link the Project Management, Accounting, and Inventory in one place so all parties were looking at the same information, and that information was current.

What ERP Systems solution do you use?

Thanks for letting us know!
Microsoft review by User in Consumer Goods
User in Consumer Goods
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Microsoft Dynamics AX

What do you like best?

Integration of queries and Reports that are easily exported to excel for further Data Analysis. The ability to set up flags and triggers for Inventory makes day to day life much easier. Lastly AX's Ability to connect with Auxiliary Programs such as ZAP or Atlas is a welcomed feature for someone who enjoys data.

What do you dislike?

Even though AX is a well designed system there are instances where AX has minor issues. New users of AX often have trouble locating desired information due to often confusing layout or placement of data. The last major issue revolves around crashes taking place. I don't know if this a result of program or the companies network itself.

What business problems are you solving with the product? What benefits have you realized?

Ax Has allowed our business to consolidate multiple programs with many purposes into a one size fit all solution. AX has benefited the firm drastically by allowing smoother integration of various departments due to using the same program.

Microsoft review by User in Hospital & Health Care
User in Hospital & Health Care
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SalesForce vs. Dynamics 365

What do you like best?

I like that it is versatile and has better visibility then Salesforce for where you are at. All in one program rather than using a sales management tool like Salesforce and accounting program like Personify.

What do you dislike?

Out of the box, SalesForce has better functionality. Easier report generation. To many levels of the same data could result in human error.

Recommendations to others considering the product

Reduce the limited advance search options. It is very difficult to build a report. Also, place reports in one spot. Having to know where you put a report is hard to navigate.

What business problems are you solving with the product? What benefits have you realized?

Using one platform to manage both finance and operations, rather than separate platforms. Also, we are tying products on our website to Dynamics for better Marketing management.

Microsoft review by User in Construction
User in Construction
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A myriad of options, but speed issues

What do you like best?

I love that there are so many modules available to customize a solution for any business. There are also tons of vendors who have software that plugs into Dynamics AX, and lots more willing to create a bolt-on software.

The user interface looks very similar to most Microsoft products, with a ribbon across the top of the screen containing tabs and buttons for various functions, so navigation is fairly intuitive.

What do you dislike?

The ability to customize the solution comes at a price. The way the indexing is done on Dynamics AX means that the software is very slow -- like software loading back in the 90's slow. That is the biggest complaint I hear from users.

Additionally, some of the buttons, menus, error messages, and help text is not intuitive -- to the point that new users often feel overwhelmed and experienced users tend to stick to only the functions they are familiar with, rather than experimenting to try and find new features or faster way to go about processes.

Recommendations to others considering the product

I believe that the newest version of Dynamics AX coming out in 2017 is supposed to be faster and much closer to the Windows 10 look. Implement the newest version as the previous version feels very out of date already. Customize as little as possible -- I believe the consensus with our business is that we overcustomized when we could have tweaked some business processes to fit with Dynamics and saved ourselves some heartache.

What business problems are you solving with the product? What benefits have you realized?

Dynamics AX has allowed a large number of business processes to become housed within the same software, eliminating lots of overlapping data entry that used to have to be done across various payroll and accounting systems. We are able to manage projects, inventory, accounts payable, receivables, expense management, purchasing, timecards and more within Dynamcs AX.

Microsoft review by <span>Melissa R.</span>
Melissa R.
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Complicated but efficent

What do you like best?

I like the ease of access available when you first log in, everything is orderly and quickly available. I feel the data entry was simple to follow.

What do you dislike?

I dislike the pre-loaded data it made the user experience obscure and I didn't identify or see how it was going to impact my workflow or productivity. Additionally, I feel the software could come with more guidance to learn how to use it.

Recommendations to others considering the product

Make sure you have someone to assist you with implementation and customization as its not as user friendly as I needed it to be.

What business problems are you solving with the product? What benefits have you realized?

My goal was to pin down security and Microsoft Azure happens to win the reviews.

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