Workato vs Microsoft Dynamics SL

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

Microsoft Dynamics SL Software Tool

Product Basics

Workato is a cloud-based automation and integration platform that automates tasks. It doesn’t require any coding and uses machine learning and patent technology to create and implement automation. Integrate apps and automate business workflow without compromising on security and governance. The secure services manage complex business logic, multi-step tasks and conditional actions, which users can do without creating scripts. Businesses perform enterprise-level integration and process automation with AI. From sales, support to marketing, it offers integration for numerous applications. It’s designed to scale and minimize operating costs and expenses significantly.
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Microsoft Dynamics SL combines the power of an ERP solution with robust project and financial management features. It helps users deal with fluctuating demand while providing accurate budgeting support to keep financial records organized.

It functions within businesses of any size and can help boost sales, reduce job costs, provide insight into company data and ensure all compliances are met. It comes in two versions, Business Essentials or Advanced Management, that can come as a complete package or users can choose a la carte.

Pros
  • Strong financial management
  • Robust project accounting
  • User-friendly interface
  • Customizable features
  • Reliable support
Cons
  • Limited customization options
  • Potentially complex setup
  • Costly add-ons
  • Reporting could be enhanced
  • Some integration challenges
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$17,500 Annually
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$1,800/User, Annually
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Product Assistance

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Videos
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Knowledge Base
24/7 Live Support
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24/7 Live Support

Product Insights

  • Ensure Data Security: Meet the highly-regarded data security and governance requirements like SOC2, HIPAA and GDPR. Prevent security issues with role-based access control. 
  • More Customer-Centric Engagement: Forecast spending, decide the budget and know how much to pay over time with a subscription model 
  • Keep Invaluable Technology: Integrate instead of replacing the on-premise technology or legacy system with the technology in the cloud. Gain access to and utilize data in new ways. 
  • Save Time: Keep the team in sync by providing data across different systems and apps. Save time by eliminating silos and free employees from having to switch between apps or manually entering info. 
  • Enhance Decision Making: Provide analysts with a high value of accurate data collected from numerous applications and synced with BI and analytics tools to help make better decisions. 
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  • Quick Startup: This system leverages the simplicity of Microsoft Office apps to cut down on training time and get everyone up and running fast. 
  • Stay Mobile: Users can perform all of their necessary data entry, project management, expense entry, setup and approval from desktops, laptops and internet-enabled mobile devices. 
  • Scalable: The system is scalable and can adapt to the changing requirements of a business. Use what you need and expand as the company grows. 
  • Inclusive Project and Accounting Management: Microsoft Dynamics SL combines project management with accounting support for an accessible, end-to-end platform. 
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  • Next-Gen iPaaS: Create visually intuitive integrations quickly and easily. Sync data from a single transaction to multiple rows in varied volumes and speed — real-time, scheduled or batch. Eliminate the challenges associated with infrastructure provisioning and capacity planning with cloud platforms. 
  • Modern RPA: Access dark data with screen scraping technology and use APIs for reliable interaction with modern systems. Provide the right tool for the right purpose with the correct mix of AI- and UI-based automation. Create support and maintenance automation and optimize resources.  
  • Enterprise Flow Automation: Go from integration to business automation by adding events and system actions. Ensure communication between multiple enterprise applications with various functions. 
  • Smart Data Pipeline: Minimize the complexities of APIs, capacity planning and infrastructure maintenance by importing data into warehouses like Snowflake or RedShift. Ensure dynamic throughput optimization and quickly adapt to source schema modifications  
  • Low Code API Management: Handle the complete life cycle of APIs with internal and external partners. Empower re-usability and decouple systems by creating microservices. Make sure the data is not compromised by selectively exposing data using APIs. 
  • Enterprise Chatbots: Create custom bots and provide a personalized experience to the customers with a low-code workbot platform. Build apps to enhance communication and directly complete tasks like assigning and escalating tickets and reviewing and approving the proposals. Make sure only authorized users take sensitive actions by authenticating them. 
  • Recipe IQ: Create integration and automation with the assistance of Machine learning algorithms. Transform the business for intelligent custom services and journeys.  
  • Digital Native Architecture: Enhance collaboration between businesses by creating and operating intelligent automation. Build integration recipes and automate tasks using recoverable transactions and auto-scaling. 
  • Audit Log: Enable users to keep track of significant events in chronological order. Keep a log of recipe jobs and every single step involved. Get complete transparency over the recent versions of the recipe. Go back to the older version to fix any problem or update to a new version without losing any data 
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    Financial Management
  • Accounts Payable: Keep track of when payments are due, discounts, predict funding requirements and monitor payments as they process. 
  • General Ledgers: This feature helps users analyze financial data for informed decision-making processes. 
  • Cash Manager: The Microsoft Dynamics SL Cash Manager gives users instant access to current balances and bank reconciliation tools. 
  • Multi-Company Support: Users can monitor and analyze information from multiple companies. Keep track of multiple divisions within companies, run processes and report results based on multiple businesses. 
  • Business Intelligence
  • Business Analyzer: Users can view SQL reports, Excel charts and Management Reporter documents from internet-enabled devices.  
  • Microsoft Forecaster: This feature can be integrated to boost budgeting and planning processes through the creation of accurate and realistic budgets. 
  • Quick Query and Quick Query Web App: Users can leverage over 100 predefined views of financial information. Filter and save custom financial views with Refreshable Excel documents and Pivot tables. 
  • Project Management
  • Communicator: It features automatic alerts that inform users of upcoming deadlines, approvals, rising costs and more. This way project managers can step in before problems spiral out of control. 
  • Contract Management: Gain better control over change orders, subcontractor disbursements and document tracking. 
  • Resource Management: This included web app gives users an accessible visualization of resources to make assigning them easier. Boost profitability, track availability of personnel, billable time and more. 
  • Microsoft Project Connector: Integrate directly with Microsoft Project. Data flows directly from the original Microsoft Dynamics system without being compromised. 
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Product Ranking

#48

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#93

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ERP Software

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User Sentiment Summary

Excellent User Sentiment 33 reviews
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94%
of users recommend this product

Workato has a 'excellent' User Satisfaction Rating of 94% when considering 33 user reviews from 1 recognized software review sites.

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4.7 (33)
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Awards

Workato stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

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Synopsis of User Ratings and Reviews

Extensive Pre-Built Connectors: Workato offers a wide range of pre-built connectors for popular applications, including those commonly used in ERP systems such as Salesforce, NetSuite, and SAP. This can save time and effort during integration projects.
Low-Code/No-Code Platform: The platform's visual interface and drag-and-drop functionality make it accessible to users with varying technical skill levels. This can empower business users to participate in integration projects and reduce reliance on IT departments.
Community & Support: Workato has an active user community and provides various support options, including documentation, tutorials, and a support portal. This can be helpful for users who need assistance with the platform.
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Familiar Interface: Microsoft interface makes it easy to learn and use for users familiar with other Microsoft products.
Project-Centric Focus: Strong project accounting features cater to industries like construction and engineering.
Financial Management: Robust financial management tools provide accurate insights and control.
Customization Options: While not as extensive as some, it offers flexibility through configuration and add-ons.
Reliable Support: Microsoft and partner support options provide assistance and guidance.
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Steep Learning Curve: Workato's interface can be overwhelming for new users due to its extensive features and functionalities. Effectively using the platform often requires significant time investment to learn its intricacies, which can be a barrier for teams seeking a quick and easy integration solution.
Pricing Structure: Workato's pricing model is based on the number of connectors and recipes used, which can lead to escalating costs as integration needs grow. This pricing structure may not be suitable for organizations with extensive integration requirements or those with unpredictable usage patterns.
Limited Error Handling: Workato's error handling capabilities have been a point of contention for some users. Troubleshooting errors can be challenging, and the platform's logging and debugging tools may not provide sufficient detail to effectively identify and resolve issues. This can lead to frustration and delays in integration processes.
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Limited Customization: May not be as customizable as some other ERP systems, especially for complex needs.
Potential Setup Complexity: Initial setup can be complex, requiring IT expertise or partner assistance.
Costly Add-ons: Additional features and modules can be expensive, increasing overall cost.
Reporting Enhancements Needed: While reporting capabilities exist, some users find them lacking in flexibility and customization.
Integration Challenges: Integrating with other systems can be complex, requiring additional tools or expertise.
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Workato has been making waves in the business world, but is it all it's cracked up to be? User reviews from the past year paint a picture of a powerful tool with some quirks. Workato shines with its ease of use; its drag-and-drop interface makes building workflows a breeze, even for non-techies. It also boasts impressive flexibility, connecting to a vast array of apps like Salesforce, Slack, and Workday, allowing businesses to automate tasks across their entire tech stack. However, some users find the initial setup a bit complex, and navigating the sea of available integrations can feel overwhelming. Compared to similar platforms like Zapier or Microsoft Power Automate, Workato stands out with its ability to handle more complex workflows and its focus on enterprise-level solutions. This makes it ideal for larger businesses with intricate processes and a need for robust automation capabilities. If you're a small business with simple automation needs, Workato might be overkill, but for larger organizations looking to streamline operations and boost efficiency, it's definitely worth considering.

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User reviews for Microsoft Dynamics SL paint a mixed picture. While lauded for its user-friendly interface and familiar Microsoft look-and-feel, especially for existing Office users, its strengths seem geared towards specific needs. "It shines in project-based industries like construction," commented one reviewer, praising its robust project accounting features. However, some find its customization options limited compared to competitors like Acumatica or NetSuite, especially for complex businesses. "Setting it up initially can be a beast," another user shared, highlighting the potential complexity and need for expert assistance. Cost is another key factor in reviews. While praised for its reliable Microsoft support, users raise concerns about additional costs. "Add-ons can get pricey," a reviewer noted, comparing it to more cost-effective options like Dynamics 365 Business Central. Reporting capabilities also drew mixed reactions. Some appreciate the standard reports and Power BI integration, while others wish for more flexibility and customization. "I miss the advanced reporting features I had in [competitive product]," shared one user, emphasizing the importance of reporting for data-driven decisions. Overall, Microsoft Dynamics SL seems like a solid choice for project-centric businesses who value familiarity and appreciate its strengths in financial management and project accounting. However, limitations in customization, setup complexity, and potentially higher costs for add-ons and integrations should be carefully considered against its competitors, especially for businesses with complex needs or strong reporting requirements.

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