Infor VISUAL vs. Microsoft Dynamics 365

The original version of Visual Manufacturing (Lilly Software) was intended for mechanical manufacturing. It was adapted at our facility (we were not the first) to accomodate electronic manufacturing. For electronic manufacturing process control it is not ideal when referencing in-line or custom processes used to build product. For material control it is excellent unless a modification to a standard product is required (and we did this on 60% of product going out the door). The co-product feature that removes material from an assembly requires the creator of the work order to calculate the percentage of cost the removed items are from the completed product. On the business operations side regional tax reports were difficult to extract and an external module to go into the data base and extract that had to be created. The system itself was stable for the most part. Occasional "data collisions" corrupted transactions at times. The accounting procedures in place found them by the end of the month .where they were corrected. For a small business with less formal processes Infor Visual can be used with little training for the operators. If the processes need a higher level of accountability and control the processes can be formalized with workflow scripts to ensure that higher level of control.

Incentivized

Based on user experience, I would like to recommend this software to my friends or colleagues on the AP Handling. I like AP recording the most because it makes my work easy. I have been using this for the past 2 years, and it's one of the best for this task. Easy to use and user-friendly.

Incentivized

• Part/BOM libraries
• Traceability from customer order to work order
• Job status representation

Incentivized

• Some useful out-of-the-box features, like mass uploads of Leads from trade shows or when qualifying a Lead, CRM automatically creates the Opportunity, Contact, and Account for you, etc.
• Really powerful customizations through the user interface to improve user experience. Things like Business Rules, for example, if Field A = 1, then Field B = 2 and Field C = 2, if Field A = 2, then Field B and Field C don't apply, so automatically hide them.
• Or other functionality that improves user experience, like Business Process Flows. These walk users step by step through our business process, helping them know when certain actions should take place, and at what point other data is now required. We've used this extensively with our Lead to Opportunity to Quote to Order process, helping users understand the business process each step of the way.
• Customizations built on top of the platform now called model-driven PowerApps. You can have connections to "typical" data, like Accounts, Contacts, or Opportunities, for example, but then connect that data to custom entities, records that only apply to your specific business. This is all done through the user interface and allows you to customize and automate specific line-of-business applications for your specific needs.
• Behind the scenes, D365 CE is built on SQL. So the data conforms to industry standards and makes it much easier to interact with. Your developers and IT team will thank you.

Incentivized

• At times a "shadow part" is necessary in the manufacturing process. This shadow part does not require an inventory transaction but is made a as a separate process - sometimes out of sequence to the general process flow. Infor Visual ver 6.3.5 does not have that capability.
• When generating forms for business and manufacturing operations Infor Visual ver 6.3.5 has a limited number of options. To change or add forms requires an unsupported editor. When the stock and custom options are depleted an outside programming module is required as well as programmers to develop the forms.
• While free software upgrades to the main operations modules have been part of the maintenance agreement. One upgrade required database and hardware support not justifiable for the current business model. The system was frozen at the current version at that time.
• There is no easy way to differentiate between engineering documentation and production documentation.

Incentivized

• Microsoft Dynamics 365 storage & license cost can prohibit some large deployments or even cost-sensitive small projects from using the platform (although I'm certain most deployments would realize a positive ROI if implemented correctly with process automation).
• The cost and licensing document for Dynamics 365 is 61 pages and will take a rocket scientist to understand it. It's better to just have your Microsoft help estimate the cost if they are willing to help you that.
• The documentation on how to first fully understand the Out of the Box default solution and settings is lacking or even non-existing. This has the potential to derail Dynamic 365 launches and implementations from the gitgo. Want to use an out of the box entity?.. well it's probably related to 5 other entities that require configuration and full understanding of it to successful implement. And you ask where is the laymen guide or instructions?... User groups and forums. In Summary, Microsoft can up its game in deployment training and supporting documentation.
• Microsoft needs to incentivize more external platforms to build app connectors for easy integration, such as ZenDesk, Slack, Tableau, etc. Even the current connector apps such as Salesforce, MailChimp, Docusign are useless or don't work at all.
• Several limitations inhibit successful Dynamics 365 deployments such as: limited number of Rollup field calculations (summarizing fields on child/related records), limited number rows that can exported to Excel via advanced find, Dynamics 365 files, log and database storage size limit is extremely small and will always require purchasing additional storage (for Online deployments).
• New user buy-in or acceptance or system platform changes can be difficult if a solid change management plan isn't enacted.
• Don't expect much help from Microsoft on implementation or solutions unless it's a technical flaw with the platform. Microsoft relies on their MVP partner network to consult for implementations at a hefty cost. Hiring a knowledgeable and savvy Dynamics 365 System Administrator can reduce the need for consultant support; of course, this is dependant upon many many variables.

Incentivized

Good Technical and Customer Support during and after implementation tasks. Good Project Plan and Management support for implementation and post implementation. Financial functionality could be more comprehensive particularly with Budgeting and Cash Management. Inventory Management capability was adequate but could be more comprehensive as well. "Out of the Box" functionality was adequate but requested add-ons and enhancements seemed to be a bit pricey.

CRM has allowed us to keep all of our data in one place that is easy for all users within the company to view. I came into the company after they had been using CRM for about 4 years. They have all said that since we have used this it has helped us control work processes better, it has allowed us to be able to track things so much better, and has been something that has helped unite many processes that used to be all over the place. We are currently using CRM 4.0 and are planning on upgrading in the next 18 months to the 2011 version. Support for 4.0 is almost all but dried up. Understandably so. Some of the customization we have done, and a plugins we use, are now contained within the 2011 version so we are looking forward to that upgrade. We use an email marketing company as well, and they primarily support the 2011 version, but their product connects and is integrated within CRM. This is a great benefit as well so that all of our marketing information can be contained in one location.

Because of use cases and easy implementation and the vertical and horizontal scaling.

Incentivized

The platform offers a comprehensive suite of features that cater to various business needs, but its complexity can be a barrier for new users. While the interface is visually appealing, navigation can be cumbersome, and some users may find it challenging to access certain functionalities without adequate training.

As we have seen the live environment and the use cases where we implement.

Incentivized

Our partner, Ledgeview Partners has been FANTASTIC to work with. They are always timely in their response and have taken time to understand our business and our specific needs. We've made a lot of advanced customizations and they have been a great help in making those updates.

Incentivized

Could have used more hands-on approach. There are multiple webinars and information sessions but until you actually use the system, these are not very helpful.

Incentivized

We used a data warehouse to house our data, and our IT team and implementation vendor worked diligently ahead of time to construct idea implementation plans. Out of millions of records- we had less than a dozen errors, which is remarkable. My major insight is simply having a group of completely devoted individuals working towards your goal who fully understand the desired outcome. Focused resources for implementation season are critical to success.

We unfortunately did not evaluate any other ERP software. VISUAL was a legacy system and we determined that changing systems would be too difficult, and not cost effective. We reached out to our local VISUAL rep who knew how the software functioned, but not how to apply it more appropriately to our business model, so we continued on with what we had rather than looking elsewhere.

Incentivized

Microsoft Dynamics 365 is much more robust, with more customizable features, such as user-specific settings and customer customization options. The system is easy to us,e and all modules can be customized to the exact need of the user. The standard version includes everything you need for a small business that is starting out. Additional features can be added as needed.

Incentivized

• Good Billing provided
• Easy to implement and use
• scales vertical and horizontal

Incentivized

• If you know your stuff, this product does just fine. They are always adapting (aren't they all, always?), so expect it to grow and for you to grow with it.
• Don't expect new employees, or places with high turnover, to ease into this product quickly, or even on a moderate time table.

Incentivized