Microsoft Dynamics 365 vs. Viewpoint Spectrum

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

Viewpoint Spectrum would be fine for small to medium-sized companies. It would be great for transitioning from an in-house paper-based process, especially since it's designed with small construction companies in mind. They're making it even easier for smaller companies by offering additional features that you'd normally have to find in other products. However, companies can easily outgrow this system. We have about 15 years of data in the system, over 300 active jobs, and nearly 1,500 employees. In the past 3 years we've noticed slower performance and frequent locks in the system that require intervention from a system administrator. We moved to the cloud about 2 years ago and this has made troubleshooting even more difficult as we don't have the same access that we did before to resolve performance issues.

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

• Dashboards make navigating to the crucial information quick and easy.
• The layout with what we affectionately call the job info bar helps our project teams to quickly get where they need to go in the system.
• Crystal reports are easily managed and integrated with Spectrum, giving us great flexibility in custom reports.
• With a little training, and I mean a little, Spectrum is user friendly. Easy to create favorites/shortcuts for ease of use.

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

• Subcontract Kiosk can be glitchy - allows subs to overbill on subcontract billing items
• Document Imaging can be glitchy - often says users do not have adequate security to view/add documents, but they do - if they sign out and back in, it works fine
• At times, support can be lacking - sometimes case responses are delayed or you get an incorrect answer

Incentivized

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.

It checks all of our boxes at the moment.

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.

Some things in Spectrum are NOT that intuitive, but I think knowledge of the software just comes with time. There are still some things I need assistance with in Spectrum but I'm very comfortable with my day to day items now that I've been using it for years. However, if there is something I don't do often or haven't done before, I don't find the software to be that intuitive, I actually find the logic on some things to be a little weird but it's fine once I know how to do it.

Incentivized

Very little down time. They host our system.

Incentivized

For the most part the product is very reliable. Since we are hosted we sometimes have connectivity issues but I would say that is more our ISP than Spectrum.

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

The support has recently changed. Last year, you could call in and get an immediate response. Now that doesn't seem possible unless you have an urgent situation with access to the software, payroll or payables. I have found that using chat or e-mail works nicely for the most part, but sometimes I feel it would be easier if someone from support would jump on our site and take a first-hand look rather than going back and forth

Incentivized

Our trainer was excellent and navigated the time zone differences expertly. She gave us test assignments to complete and was available for questions at any time.

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.

It is important to have a strong implementation partner. It made the transition from our old system to the new system easier.

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

Spectrum, when compared to Simply accounting, is better. It has more options, and it is easy to navigate. Spectrum meets our needs better. Spectrum, when compared to Sage 300 Construction and Real Estate, is better. Spectrum has better connectivity between its project management system compared to Sage 300 Construction and Real Estate. Spectrum, when compared to CMIC, I believe they are equal. CMiC has a better project management system, but Spectrum has an easier accounting system to navigate.

Incentivized

You can grant user specific access which is nice. Project managers do not need all the same modules as Accounting. But Accounting does need access to PM modules as well

• 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

• Viewpoint Spectrum has allowed us the opportunity to be proactive in analyzing the costs for a project in time to make a difference in the outcome of the project. It has allowed us defense in supporting our communications with the project owners.
• Viewpoint Spectrum has allowed us to become more productive with its accounting software and the cohesion between the modules. It has definitely streamlined the processing necessary to account for the business.

Incentivized