Epicor Kinetic vs Dynamics 365 Finance

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Our analysts compared Epicor Kinetic vs Dynamics 365 Finance based on data from our 400+ point analysis of ERP Software, user reviews and our own crowdsourced data from our free software selection platform.

Epicor Kinetic Software Tool
Dynamics 365 Finance Software Tool

Product Basics

Kinetic (formerly Epicor ERP) is a cloud-based ERP that supports on-premise and hybrid deployment. It connects diverse production workflows and departments into one focused hub for medium and enterprise-level companies. Top modules include project management, project contracts, data analytics, accounts management, core financials and IoT.

Its flexibility and connectivity reduce communication issues and human mistakes while automating processes. The cloud-based deployment option allows employees to leverage its capabilities regardless of physical location. It contains advanced reporting and analysis tools that enable users to develop actionable insights to improve day-to-day operations with real-time information.

Positive user feedback highlights its manufacturing-focused configuration and functionality, with support for financial accounting. There are some negative reviews about poor tech support and limited learning materials, however, overall user sentiment is positive.

In terms of pricing, Kinetic offers a flexible subscription model based on the modules and features required by each business. Specific pricing details may vary depending on customization and implementation needs.

To explore other popular solutions that Epicor offers, visit our Epicor company page.
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Dynamics 365 Finance, a cloud-based Accounting ERP (Enterprise Resource Planning) software, streamlines financial operations for mid-sized to large organizations. It automates core accounting tasks like general ledger, payables, receivables, and project accounting, providing real-time financial insights. Its strengths lie in scalability, integration with other Microsoft products, and industry-specific features. Users praise its ease of use, reporting capabilities, and workflow automation. However, some find the initial setup complex and customization options limited. Pricing is subscription-based, tiered by modules and user count. It's pricier than basic accounting software but cost-effective compared to comprehensive on-premise solutions.

Pros
  • Real-time insights
  • Scalable & flexible
  • Integrates with MS tools
  • Automates workflows
  • Easy to use (reported)
Cons
  • Complex setup (initial)
  • Limited customization
  • Pricier than basic options
  • Reporting can be complex
  • Subscription-based
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$125/User, Monthly
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$480/User, Monthly
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Boyer Machine and Tool Company
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Product Assistance

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Product Insights

  • Chronicle Cash Flow: Save project fees and allocate on-time invoices to manage costs and ensure clients receive their bills. Boost cash flow forecasting via effective financial management.
  • Access In-Depth Business Analytics: Make wiser business decisions based on company-specific profit margins, sales information and workflow performance data. Access dashboards and custom reports that analyze real-time data and present actionable insights.
  • Simplify Demand and Order Management: Capture customer orders, manage product configurations and automate order fulfillment with a tightly integrated CPQ and eCommerce platform.
  • Use Simple MES Data Exchanges: Reduce double-data entries, leverage accurate data between interfaces consistently, and import and export information for advanced MES practices for easier data collecting and transfers.
  • Deliver Centralized Client Management: Govern contacts, leads, patrons and more from any mobile device, making it easy to maintain and manage relationships and data anywhere. Supervise region, team and proposal insights in one centralized location instead of traveling to all worksites.
  • Exhibit Supply Chain Visibility: Use advanced electronic data interchange (EDI), material requirements planning (MRP), and advanced planning and scheduling (APS) to review inventory levels, manage demand fluctuations and ensure on-time deliveries.
  • Access Resources From Anywhere: Review operations, dashboards and vendors on the go with mobile access. Monitor processes on your preferred iOS or Android device via the CRM mobile app.
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  • Artificial Intelligence Data: Utilize Dynamics 365 Finance's AI-powered data tools to evaluate business health as well as boost financial controls, maximize cash flows, and develop and execute better business decisions. 
  • Budget Planning: Dwindle operation expenses and increase spending for businesses throughout various regions with the budget planning apparatus. 
  • Reduce Risks: Swiftly adjust to global and local financial regulations with a pliable standards-based chart of accounts and dimensions that permit users to effortlessly and properly superintend their financial operations. 
  • Power BI-Applicable: Initiate wiser, quicker actions and choices through the role-based workspaces that are embedded with Power BI's synergistic data visualization capabilities so users may examine KPIs with more depth as well as dive into transactions to overview the health of their business. 
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  • Project Management
    • Planning and Analysis: Leverage user-established cost analytics throughout work breakdown structures (WBS), defining all project components and creating WBS templates for quick reference. Record all general ledger and project transactions in one centralized ledger for base reconciliations and reporting.
    • Contract Management: Meet contractual obligations while protecting profitability. Rely on the system to define source cost rates across levels, monitor resource ceilings, link planning contracts with projects and seamlessly develop claims for any or all contract lines on one screen.
    • Billing Types: Obtain several billing types, such as progress, fixed price, milestone and quantity. Use bill plans, recurring payment, subscriptions, time and expenses, part price lists, and markups.
  • Manufacturing
    • Lean Manufacturing: Optimize production processes, reduce waste and manage manufacturing operations by incorporating lean principles. Apply Kanban systems, enable manufacturing without work orders and automatically process material flow.
    • Job Management: Access detailed job tracking and reduce overproduction with drag-and-drop planning and material availability checks. Ensure quality and production with job manager assistance and production planners.
    • Manufacturing Execution System (MES): Monitor production activities and automatic data collection from equipment via touchscreen interfaces. Support operators in making smart decisions regarding productivity, waste reduction and risk mitigation.
    • Quality Assurance: Enhances quality control by providing tools for managing quality processes, inspections, supplier returns and automated debit processing within the manufacturing environment.
  • Analytics and Reporting
    • Sales and CRM: Uncover more detailed business patterns and obtain deeper awareness of accounts, regions, orders and more. Review net sales, shipped and ordered quantities, material costs, fixed and variable burdens and labor fees.
    • Materials Management: Optimize purchase spending and evaluate vendor performances. Track shipment progress and review costs, on-hand amounts, in-transit, bill of lading information and shipped on time, amongst others.
    • Financials: Govern cash flows for more trends with a holistic filter for payables, receivables, customer payment cycles and vendor payment conditions. Drill down into organized accounts and payments on income statements and balance sheets.
    • Production: Verify high-quality, manufactured products for the ideal client at the right time. Monitor tool quantities, good values, actual setup hours, defined labor rates, production run standards and more.
    • Preventive Maintenance: Employ the EDA equipment maintenance data and dashboard to inspect maintenance data for suppliers, tasks, plants and open and closed requests. Boost preventive maintenance services and average response times for obstacles so managers can catch production bottlenecks.
    • Field Service: Use EDA data to oversee consumers, parts, service call types and warranty eligibility linked with service requests. Summarize totals, call counts for each service representative and other relevant indications.
  • Data Exchange
    • Integrations: Import and export data quickly to avoid manual data entry mistakes while maintaining data integrity. Manage specific information, data amounts and file formats for easy storage and sharing. Allocate data expeditiously and handle detailed tasks for IT teams and administrators.
    • In and Outbound Data: Import master information from ERP systems and send production details between MRP and ERP solutions. Regulate where data goes and how to handle it with ease.
  • Financials Core
    • General Ledger: Process and post all purchases made across this and other solutions. Manage manual entries, meet economic compliances, boost productivity and push enterprise efficiency.
    • Accounts Payable: Implement petty cash to manage in and outbound cash activities, employee fees and advances, vendor expenditures and customer receipts. Track promissory notes, post-dated checks and other credit tools.
    • Accounts Receivable: Establish coherent tools to monitor invoicing, credit, cash and client requirements. Create automatic invoices via order releases to reduce more work and typos.
    • Business Architecture: Use the data discovery function to access pre-made financial management, accounts receivable and payable content. The human capital management link transfers information to payroll providers, benefit vendors and more.
    • Global Engines: Support financial management across locations, vendors and global boundaries with country-specific implementation packs. Support multi-currency transactions, automate conversions and accurate financial reporting.
  • Epicor Automation Studio: Let users connect data and automate workflows across various apps with Epicor Automation Studio, a built-in low-code iPaaS solution. Access an integration marketplace, pre-built workflow automation templates and other native tools.
  • Virtual Agents: Rely on chatbots to pinpoint supply chain disruptions and recommend sourcing options based on predictive events.
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  • Elaborate Reporting: Balance and close books quicker with in-depth reporting and real-time analytics appliances. Users may enable pliable financial reports that showcase numerous currencies and legal entities to administer foreign exchanges and expedite end-of-month bookkeeping procedures. 
  • Grow Revenue: Work with machine learning capabilities that come with reporting, financial intelligence and analytics that compile forecasted recommendations and provide guidance for opportune customer expenditures. 
  • Role-Based Workspaces: Personalize crucial documents and reports such as invoices and statements that align with ever-changing business necessities with the role-based workspaces and modules. Users may also activate automatic recurring bills that seamlessly adapt to new revenue recognition rules, dwindle audit costs and cipher financial statements with precision.  
  • Compliances: Ensure that businesses align with local and global standards to reduce risks with the compliance attribute that guarantees compliance in approximately 37 countries and 42 languages. 
  • Financial Planning: Keep organizations running smoothly whether they're local, abroad or both with the financial process automation, financial planning and analysis, encumbrance and budget control modules. 
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Product Ranking

#11

among all
ERP Software

#116

among all
ERP Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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Analytics And Reporting Asset Management Customer Relationship Management Finance And Accounting Human Resource Management Inventory Management Manufacturing Order Management Procurement Project Management Service Management Supply Chain Management Warehouse Management 99 80 71 91 30 91 81 92 96 100 87 60 76 0 25 50 75 100
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User Sentiment Summary

Good User Sentiment 935 reviews
Great User Sentiment 3543 reviews
78%
of users recommend this product

Epicor Kinetic has a 'good' User Satisfaction Rating of 78% when considering 935 user reviews from 5 recognized software review sites.

89%
of users recommend this product

Dynamics 365 Finance has a 'great' User Satisfaction Rating of 89% when considering 3543 user reviews from 5 recognized software review sites.

4.3 (11)
4.0 (19)
3.7 (409)
3.6 (90)
3.9 (175)
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4.5 (3273)
4.2 (229)
4.0 (40)
3.9 (111)
3.6 (121)

Synopsis of User Ratings and Reviews

Modern Interface: Approximately 52% of users say this solution has a flexible, user-friendly UI.
Flexibility and Customization: Approximately 87% of the users said Kinetic is easy to configure and has great customization options for multi-mode manufacturers.
Modules: Of the users who discussed features, 60% said this system offers a wide range of practical tools (i.e., KPI dashboards, accounting and financial management, part tracking and more).
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Streamlined Workflow: Automates tasks like payables, receivables, and GL, saving time and reducing errors. Users highlight improved efficiency and fewer manual processes.
Real-Time Insights: Provides instant access to financial data through dashboards and reports, enabling data-driven decisions. Users appreciate the ability to quickly track performance and make informed choices.
Seamless Integration: Connects seamlessly with other Microsoft products like Office 365 and Power BI for a unified user experience and enhanced data sharing. Users value the convenience and improved collaboration across departments.
Industry-Specific Solutions: Pre-built templates and industry-focused features cater to specific needs in sectors like retail, manufacturing, and non-profits. Users benefit from faster implementation and reduced customization costs.
Scalability and Flexibility: Adapts to your growing needs with cloud-based architecture and modular functionality. Users praise the ability to easily add users and modules as their business expands.
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Overall Performance: Roughly 40% of users indicated that the system is buggy, cumbersome and has a clunky UI.
Customer Support: About 55% of users agree that the support team is ineffective and has poor quality.
Training: Approximately 77% of users mentioned a steep learning curve and limited training resources.
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Complex Setup: Initial configuration and data migration can be complex, requiring professional assistance for larger organizations, leading to higher implementation costs.
Limited Customization: While offering flexibility, extensive customization can be expensive and require developer resources, potentially negating cost savings and increasing maintenance needs.
Subscription-Based Cost: Ongoing subscription fees can be higher than upfront costs of on-premise solutions, especially for smaller businesses with limited usage, raising concerns about long-term affordability.
Reporting Complexity: Advanced reporting features can have a learning curve for non-technical users, requiring training or dedicated personnel, impacting user adoption and efficiency.
Mobile App Limitations: Some users report occasional glitches and lack of full feature parity with the desktop version, hindering on-the-go access and real-time updates.
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Kinetic offers a comprehensive ERP solution designed for multimodal manufacturers. It offers a robust combination of core financials, extensive integrations and country-specific implementation support. The advanced overlaid manufacturing module addresses future scalability needs. Its modern interface supports various business models through manufacturing processes.The user-based subscription model lets businesses adjust costs based on their specific needs. The solution is available in both perpetual and subscription licensing models, providing businesses with the flexibility to choose the most suitable option.Features like MES data exchange and Kanban systems manage production processes and reduce waste. Additionally, in-depth business analytics provide valuable insights into sales, profit margins and workflow performance for informed decision-making.Users praise this vendor’s configurable options and range of functions that cater to their unique business needs. Positive feedback also includes mentions of a unified platform for customer interactions. Despite its robust customization and integration options, many users report a steep learning curve and limited training resources.Overall, Kinetic is a comprehensive ERP solution that offers significant benefits to manufacturers looking to improve their operational efficiency, decision-making and profitability.

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Dynamics 365 Finance users offer a mixed bag of opinions, with praise for its robust functionality and cloud-based accessibility countered by criticisms of its complexity and implementation hurdles. Compared to competitors like SAP Business One and Sage Intacct, Dynamics 365 shines in its tight integration with other Microsoft products and its advanced business intelligence capabilities. However, its steeper learning curve and higher upfront costs can be deterrents. Users laud the software's comprehensive financial management features, from core accounting to project accounting and budgeting. One reviewer, a finance manager at a mid-sized manufacturing firm, highlighted the ease of generating real-time financial reports, enabling them to make data-driven decisions. Another user, the CFO of a growing tech startup, appreciated the seamless integration with Dynamics 365 Sales, streamlining order-to-cash processes. However, the complexity of the software is a recurring pain point. Users report a significant learning curve, requiring extensive training and support, especially for non-technical users. A controller at a non-profit organization mentioned the difficulty in customizing workflows, making it less adaptable to their specific needs compared to more user-friendly competitors like Sage Intacct. Implementation challenges also surface in reviews, with users citing lengthy setup times and integration issues. One reviewer, an accountant at a construction company, emphasized the need for experienced consultants to navigate the initial setup, adding to the overall cost. This can be a disadvantage for smaller businesses or those with limited IT resources. Despite these drawbacks, Dynamics 365 Finance's strengths in functionality, scalability, and future-proof cloud technology make it a compelling choice for larger organizations with complex financial needs and the resources to invest in its implementation. For smaller businesses or those seeking a more user-friendly option, other alternatives might be a better fit.

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