---
title: "Compare Dynamics 365 vs Datarails 2026 | Capterra"
description: "Unsure of what to choose? Check Capterra to compare Dynamics 365 and Datarails based on pricing, features, product details, and verified reviews."
source_url: "https://www.capterra.com/compare/157279-177451/Dynamics-365-vs-DataRails"
page_type: "comparison"
language: "en"
---

# Dynamics 365 vs Datarails Features and Cost Comparison

Last updated September 16th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

Dynamics 365Datarails2/4 selected

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.4 (5,858)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

[Datarails](https://www.capterra.com/p/177451/DataRails/)[4.7 (244)](https://www.capterra.com/p/177451/DataRails/reviews/)

[## Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.4 (5,858)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

Starting Price

$50.00/month

Value-for-Money

4.1

Functionality

4.3

Ease of Use

4.1

Customer Service

4.2

Reviews Sentiment

Based on [5,858 reviews](#user-reviews)

Positive

5,169

Neutral

553

Negative

136

[## Datarails](https://www.capterra.com/p/177451/DataRails/)[4.7 (244)](https://www.capterra.com/p/177451/DataRails/reviews/)

Starting Price

Contact vendor

Value-for-Money

4.6

Functionality

4.6

Ease of Use

4.5

Customer Service

4.8

Reviews Sentiment

Based on [244 reviews](#user-reviews)

Positive

243

Neutral

1

Negative

0

## Not a match? Find software alternatives tailored to your priorities.

These software suggestions are similar to those you’re currently comparing.

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* * *

Starting Price

Contact vendor for pricing

Free Trial

Free Version

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of reviewers  
rated it above 4 stars

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### Zoho CRM

4.3 (6,999)

* * *

Starting Price

$14.00

Per User,Per Month

Free Trial

Free Version

* * *

User rating

85%

of reviewers  
rated it above 4 stars

* * *

Highest Rated

### Salesforce Sales Cloud

4.4 (18,810)

* * *

Starting Price

$25.00

Per User,Per Month

Free Trial

Free Version

* * *

User rating

90%

of reviewers  
rated it above 4 stars

* * *

### Xero

4.4 (3,329)

* * *

Starting Price

$25.00

Flat Rate,Per Month

Free Trial

Free Version

* * *

User rating

88%

of reviewers  
rated it above 4 stars

* * *

## Summary

* * *

Key features rated by users

Features selected based on 6,718 reviews from financial reporting software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

81%Fit

Feature ratings

Accounting

4.4

Income & Balance Sheet

4.5

Profit/Loss Statement

4.5

Reporting/Analytics

4.4

Bank Reconciliation

4.4

73%Fit

Missing features

Not enough reviews

Feature ratings

Accounting

5.0

Income & Balance Sheet

4.7

Profit/Loss Statement

4.7

Reporting/Analytics

4.6

Bank Reconciliation

NA

User satisfaction

User satisfaction

4.4

User reviews[5,858](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

Ease of use

4.1

Functionality

4.3

Value for money

4.1

Customer support

4.2

User satisfaction

4.7

User reviews[244](https://www.capterra.com/p/177451/DataRails/reviews/)

Ease of use

4.5

Functionality

4.6

Value for money

4.6

Customer support

4.8

Price starts from

Price starts from

$50Per User, Per Month

-   Free version
-   Free trial

Price starts from

\--

-   Free version
-   Free trial

Best for

Best for

Dynamics 365 is a software that acommodates households, individuals, and enterprises of all sizes.

Best for

Datarails is designed for finance professionals at SMBs and enterprise companies.

## User reviews

Pros & cons

Manish C.

Microsoft Admin

> "It offers strong customization, centralized administration, and scalable cloud capabilities, which make managing users, workflows, and data efficient."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7140945)

VR

Verified Reviewer

Analyst

> "Another limitation is the lack of functionality to clearly distinguish between a quick “hi/hello” phone call and a more meaningful business conversation - both..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7092667)

Andrea L.

Innovation Manager

> "It provides a centralized view of customers, invoices, transactions, and business data, making it easier to manage day-to-day operations efficiently."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7186953)

Zakaria G.

AQA

> "The interface can feel slow and overly complex at times, and advanced customization often requires significant setup and technical knowledge"

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7151833)

RS

Radha S.

Legal Assistant

> "The tight integration with tools like Outlook, Teams, Excel, and Power BI made collaboration and data management more seamless, and the ability to customize..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7131752)

MG

Matt G.

Director

> "The system is very cumbersome, users have a hard time self-servicing and need a lot of hand-holding for simple entry and analysis."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7130967)

Blake A.

IT Technician

> "The integration with our existing Microsoft 365 environment is the biggest plus. Since we're already deep in that ecosystem, having Dynamics 365 pull data from..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7177745)

Christopher V.

Human Relations

> "No system is perfect, and if anyone tells you Dynamics 365 doesn't have a dark side, they're either selling it to you or they haven't actually had to manage it...."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7186648)

Christopher V.

Human Relations

> "With Dynamics, they can track a high-value lead, update a pipeline forecasting model, and review financial compliance metrics without ever truly leaving their..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7186648)

Blake A.

IT Technician

> "This is not a platform you just hand to staff and expect them to figure out, the learning curve is significant and it often feels like you need a dedicated person..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7177745)

Blake A.

IT Technician

> "For tracking donor relationships and managing contacts across our retail locations it's capable enough, and the reporting dashboards give leadership a decent view..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7177745)

VR

Verified Reviewer

CEO

> "Sometimes it becomes slow and there are random bugs with invoicing and bank sync."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7150930)

VR

Verified Reviewer

Sales Specialist

> "I’ve been using the Microsoft Sales module for the past year, and it has helped streamline sales processes, improve account management, and provide better..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7155474)

AV

Arne V.

Controller

> "Often times there is another add-on, that it is easy to forget about needing configuration, because the native solution does not support certain function."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7169974)

RS

Radha S.

Legal Assistant

> "I also appreciated its flexibility—being able to customize workflows, dashboards, and reporting allowed it to adapt well to different business needs."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7131752)

JP

Jonathan P.

Digital Content Specialist

> "Navigating through the user interface and through different modules is bit challenging and the learning phase is kind of steep."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7164224)

KA

Khyan A.

Manager

> "From an SDR point of view, the biggest strength is the depth across pipeline and campaign management. Once it’s properly set up, you’ve got clear visibility..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7129564)

VR

Verified Reviewer

Analyst

> "The search function, in particular, doesn’t always work as expected, making it frustrating when you’re trying to quickly find contacts or information."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7092667)

Christopher V.

Human Relations

> "You deploy exactly what you need to secure your current objectives be it Sales, Finance, or Supply Chain and scale up the architecture as your footprint expands."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7186648)

Breanna G.

Onboarding Coordinator

> "It can be sometimes having a lot of bugs and we have a tech guy full time dedicated to looking after it."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7174050)

SS

Sarita S.

Lead software engineer

> "It provides a solid set of tools for managing customer relationships, sales activities, and business processes in one place."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7168307)

MG

Matt G.

Director

> "Functionality and many of the issues still exist, which makes it difficult to use and navigate."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7130967)

CT

Cameron T.

IT Service Desk Analyst

> "Dynamic's 365 is a very good customer relationship management tool that allows our business to be productive and organised, by allowing us to maintain essential..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7102024)

MG

Matt G.

Director

> "I find Dynamics licenses and cost of maintenance are still very expense for the value provided."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7130967)

LB

Lucas B.

IT Service Desk Analyst

> "My overall experience with Dynamics 365 has been strong because it brings so many moving parts of a business into one connected platform, making it easier to see..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7108165)

KA

Khyan A.

Manager

> "From a value perspective, it can feel expensive if you’re not fully utilising the features."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7129564)

RS

Radha S.

Legal Assistant

> "The seamless connection with Outlook, Teams, Excel, and SharePoint made it easy to manage data, communicate, and collaborate without constantly switching between..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7131752)

MS

Martina S.

VP

> "It often feels like a system built for administrators rather than everyday users."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7151264)

LB

Lucas B.

IT Service Desk Analyst

> "The platform also feels incredibly adaptable; whether you’re automating workflows, customizing dashboards, or integrating with other Microsoft apps, it gives you..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7108165)

BL

Byron L.

Software Developer

> "The Fixed Asset Module is weird, it appears to be something that was developed back in the ages."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7168689)

EW

Emma W.

Assistant Manager

> "The platform includes built-in analytics, AI-driven insights, predictive features (e.g., lead scoring, demand forecasting), and workflow/automation via the Power..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7044966)

EI

Eva I.

business process analyst

> "High customizability regrettably also means that design, development, implementation and testing take a huge amount of time."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6510120)

LB

Lucas B.

IT Service Desk Analyst

> "One of the things I liked most about Dynamics 365 is how seamlessly it brings different business functions together—sales, service, finance, operations, and..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7108165)

Breanna G.

Onboarding Coordinator

> "Training new staff on it is difficult."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7174050)

VR

Verified Reviewer

Analyst

> "The campaign management features are very effective, especially for marketing events where it’s simple to track who subscribed, who attended, and understand the..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7092667)

JK

Josie K.

Realtor

> "Had some security glitches and I was not able to easily retrieve my lost password and get into my account"

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6512807)

JP

Jonathan P.

Digital Content Specialist

> "The automation reduces a lot of manual work which I find really helpful and I can smoothly integrate it with the other tools which I use which enhance my work."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7164224)

JS

Jack S.

Finance Director

> "It can feel heavy for teams that only need basic functionality."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7078372)

VR

Verified Reviewer

Full Stack Developer

> "A great ERP to manage all the invoice related operations and data for large scale entities such as dental clinics."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7179819)

ZB

Zakaria B.

Sales rep

> "The interface can be unintuitive at times, requiring extra effort to navigate and customize."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6608807)

KA

Khyan A.

Manager

> "Campaign tracking is solid as well, especially when it’s tied properly into reporting, so you can actually see what’s generating pipeline rather than guessing."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7129564)

EI

Eva I.

business process analyst

> "Additionally, bugs are frequent, and seem to appear and disappear in sync with Microsoft updates."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6510120)

MB

Matt B.

Senior Software Engineer at JEOL USA

> "The tool is pretty complete and when you use it, you can tell it was designed for businesses that want to better organise how they work after using Salesforce..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7178410)

CD

Christian D.

Manager

> "Our experience has been mixed, mostly due to poor implementation partners. While I believe in the power of the software and its capabilities, it does not seem..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6797528)

ML

Mike L.

Global Head of Product Development

> "The integration with Excel and Outlook has really made my daily work easier, and the solution adapts well to a company's growth."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7188227)

AB

Andrew B.

Used Parts Assistant Manager

> "Cost: For smaller businesses, the pricing may seem a bit high, especially when considering the full range of modules."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6492641)

KA

Khyan A.

Manager

> "Early on, it can feel a bit clunky and heavy, especially coming from simpler tools. But once it’s configured properly and the team is aligned on how to use it, it..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7129564)

MG

Matt G.

Director

> "I also find the reporting is atrocious."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7130967)

LB

Lucas B.

IT Service Desk Analyst

> "That unified approach means data flows naturally between teams, giving everyone a clearer picture of customers and processes without jumping between disconnected..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7108165)

DF

Denika F.

Customer service

> "The synching sometimes was off and made it different to find my saved stuff."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6589770)

AS

Ajay S.

Recruitment Manager

> "What I like most about Dynamics 365 is its seamless integration with other Microsoft products, powerful customization options, and ability to scale and adapt to a..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6509656)

TY

Teresa Y.

Project Manager

> "Dynamics 365 is not a choice I would start with as they are outdated compared to other modern ERP softwares."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6572195)

SK

Shamsher K.

Vertical Head

> "Dynamics 365 has many outstanding features such as managing the entire sales cycle, from prospecting to closing deals, offering tools to provide excellent service..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6537206)

VR

Verified Reviewer

designer

> "Solution costs can be somewhat steep, especially for small organizations."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6499667)

MW

Mateja W.

Consultant

> "The seamless compatibility of Dynamics 365 with other Microsoft products, including Power BI, Azure, and Office 365 has benefits for real-time business..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6709934)

Junaid E.

National IT Manager

> "performance can sometimes lags if not optimized correctly."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7007687)

KM

Karl M.

CISO

> "The best part of MS Dynamics was its native integration with many other MS products such as DB Warehouse, Copilot, Azure products, etc."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6660356)

JrmC

Jérôme C.

Data analyst

> "The solution is light and not customizable enough"

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6573499)

DR

David R.

Innovation director

> "What I liked most about Dynamics 365 is its seamless integration with other Microsoft tools, especially Office 365 and Azure, which makes data sharing and..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6557060)

MW

Mateja W.

Consultant

> "This application does not become easy to use immediately after it is installed, and can be somewhat difficult to learn for those using it."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6709934)

VR

Verified Reviewer

Owner

> "Comprehensive CRM/ERP integration, powerful analytics, seamless Microsoft ecosystem connectivity, and customizable workflows boost efficiency."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6822383)

MM

Musa M.

Software Developer

> "Additionally, the initial implementation and ongoing maintenance of Dynamics 365 can be expensive, especially for small and medium-sized enterprises with limited..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6333176)

RR

Rachid R.

business development manager

> "It seamlessly connects with other Microsoft products like Office 365, Azure, and Power BI, which makes it a powerful tool for enhancing productivity and..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6592898)

JP

Jose P.

Senior Editos

> "There appears to be a disruption in the connection to our primary database, leading to inaccuracies in the data that have not been updated."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6050695)

SS

Sophie S.

Operations Manager

> "Great CRM, especially for larger or more complicated businesses, with the capacity to create highly complex custom workflows and data storage and analytics."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6533988)

KA

Kalli A.

Instructor

> "Could be a little time consuming first couple of times you use."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6827742)

MT

Mary T.

President

> "What I like most about Dynamics 365 is its seamless integration of ERP and CRM features, allowing for better coordination across business processes."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6620212)

RG

Rne G.

Sales

> "Visuals aren't great and we usually end up creating reports in PowerBI which incurrs additional setup and resource"

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6073356)

Sebastian P.

Chief Marketing and Customer Experience

> "Dynamics 365 has many outstanding features such as managing the entire sales cycle, from prospecting to closing deals, offering tools to provide excellent service..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6511818)

MJ

Monica J.

Financial Analyst

> "The application freezes many time. if you want to reverse entry you have to duplicate to zero out the entry"

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6417452)

AS

Ajay S.

Recruitment Manager

> "My overall experience with Dynamics 365 has been positive due to its robust integration with Microsoft tools, flexibility in customization, and powerful..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6509656)

MG

MARIE G.

Accountant

> "Bank recs used to take me 2-3 hours and after the last update it now takes me 8-12 hours."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6247481)

AV

Alexandra V.

People Business Partner

> "There are great training resources available for new hires that are learning the system, and the cost has been worth the success of the software."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7125381)

RAL

ROSA ARLEIA L.

GERENTE

> "For smaller companies or those without previous experience with CRM/ERP platforms, the initial complexity of implementation and configuration can be challenging."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6373007)

Eric N.

CRM Consultant

> "Cheap CRM that is handy and integrates with the full suite of microsoft solutions which makes it pretty solid for small start-ups."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7109275)

FARES H.

Accoutant

> "some features are hard to tinker with and It needs some customization for our need and sometime it gives us errors"

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6446830)

KA

Khyan A.

Manager

> "From an SDR lens, the biggest win is visibility and structure in the sales pipeline."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7129564)

MTA

Md Tabrez A.

Senior Associate

> "Sometimes the performance goes wrong, otherwise, all is good."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6581390)

AV

Alexandra V.

People Business Partner

> "Outside the lag from being overly customized, the refreshed system now works more efficiently and seamlessly."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7125381)

Masud R.

owner

> "One potential downside of Dynamics 365 is its complexity, which can require significant training and expertise to fully utilize."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6211646)

Dixit V.

Support Engineer

> "Dynamics 365 has been a valuable asset for our business."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6491623)

DY

Deniz Y.

Software Developer

> "You have to really invest some tutorial for using 100% of the features which I still can't."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___4721856)

CD

Christian D.

Manager

> "However, I'm hopeful that it will get to that point with further investment from Microsoft."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6797528)

SH

Shane H.

accounts

> "Some users also feel that they are paying for features they don't need or use."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___4774867)

TF

Tayo F.

Consultant

> "Dynamics 365 has been a valuable asset for our business."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6442219)

VR

Verified Reviewer

Administration

> "Having to pay a fee, as I am unemployed"

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___5019728)

Cristian S.

Especialista en marketing

> "Learning the platform and tools required a strong investment at the beginning, the results were immediate."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___5061217)

RM

Renaud M.

CCO

> "It was ok, but I fund the software to be too cumbersome to use efficiently"

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___3727185)

RW

Ray W.

Senior Consultwnt

> "Great product to be honest, many different modules. But very good user interface but can be costly for implementation."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7045356)

Zakaria G.

AQA

> "The interface can feel slow and overly complex at times, and advanced customization often requires significant setup and technical knowledge"

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7151833)

VK

Victor K.

Freelencer

> "Its user-friendly interface and robust features have significantly enhanced our overall efficiency and collaboration."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6165236)

AL

Andre L.

Program Manager

> "First, the interface is a bit clunky and unorganized."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6240848)

VH

Victor H.

CEO

> "Microsoft Dynamics has the applications a lot of companies use these day, which makes it easy to interact with them."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6076038)

JM

Justus M.

Freelancer

> "User interface: Some users may find the user interface of Dynamics 365 to be less intuitive or user-friendly compared to other platforms."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___4390542)

SB

Saurabh B.

Area Sales Manager

> "Interface is good for PC as well as Mobile."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___4299995)

JM

Justus M.

Freelancer

> "Additionally, some users may find the user interface to be less intuitive compared to other platforms."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___4390542)

Blake A.

IT Technician

> "The integration with our existing Microsoft 365 environment is the biggest plus. Since we're already deep in that ecosystem, having Dynamics 365 pull data from..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7177745)

GN

Gabriel N.

Senior accounting officer

> "This version, at least the one used by us, is lacking the following: 1. ability to integrate with other software 2."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___5089251)

JP

Jonathan P.

Digital Content Specialist

> "The automation reduces a lot of manual work which I find really helpful and I can smoothly integrate it with the other tools which I use which enhance my work."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7164224)

VR

Verified Reviewer

IT Infrastructure analyst

> "Integration: Integrating Dynamics 365 CRM with other systems or third-party applications can be challenging, especially if there is no out-of-the-box integration..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___4595262)

ML

Mike L.

Global Head of Product Development

> "The integration with Excel and Outlook has really made my daily work easier, and the solution adapts well to a company's growth."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7188227)

MM

Mary M.

Business Development

> "integration with some social media like whatsapp is missing"

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___5049456)

AS

Ajay S.

Recruitment Manager

> "What I like most about Dynamics 365 is its seamless integration with other Microsoft products, powerful customization options, and ability to scale and adapt to a..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6509656)

MS

Manmohan S.

Manager

> "The software requires some technical expertise to set up and integrate with other systems, which may not be feasible for some businesses."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___4603124)

RD

Raymond D.

Client service Agent

> "Ever since I have started using Dynamic 365, this program has made my work has been easier to use and more time efficient."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6509336)

CW

Cavan W.

SDR Leader

> "Mostly ok, frustrating and hard to keep up to date."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6588751)

AS

Adefemi S.

Customer service representative

> "I like it’s an all round application that makes tasks easy."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6838572)

KP

Karen P.

Quality Engineer

> "Changes to the out the box version can be difficult to make"

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6008735)

NR

Nilisha R.

Compensation specialist

> "Very easy to use."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7100537)

VR

Verified Reviewer

Principal

> "Understanding all the finer points of this software is tough—it gets difficult soon after you start using it."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6406125)

WL

Warren L.

General Manager

> "Dynamics, like the rest of the Office package, is easy to use and very easy to pickup for someone who's never used it."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6687899)

DT

Doreen T.

Service Manager

> "Also, it is easy to get overwhelmed by all the options."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___5084994)

LD

Linus D.

Marketing Director

> "Dynamics 365 has a significant customer support players, and this resolves challenges that occur."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6366881)

IN

Isaiah N.

Digital sales manager

> "Its customer support is slow at times and one is forced to wait for long"

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6009377)

TW

Toshia W.

Owner

> "It has a amazing support system build in."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6103696)

RC

Ryan C.

Operations Manager

> "Expensive but all good until there is an issue as customer support won't help"

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6038713)

Mirza S.

Software Tester

> "I used it mostly for gathering user info and for managing tickets about production incidents, after taking a few days to get used to it, it was very helpful in my..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___3526685)

JP

Jesus P.

IT MANAGER

> "Technical support was difficult and implementation was difficult"

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#SoftwareAdvice___5048967)

AC

Anil C.

Educator

> "Provides personalized connected service and better support across channels. "

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___4842375)

VR

Verified Reviewer

App integrations specialist

> "Poor support on mac."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6224751)

[View Reviews](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

VR

Verified Reviewer

Vice President Financial Planning and Analysis

> "It has helped streamline budgeting, forecasting, financial reporting, and executive dashboarding while allowing our team to continue working within..."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7156959)

SZ

Saba Z.

Accounts Manager

> "The Excel add-in can become sluggish or bloated when working with large datasets, multiple tabs, or complex financial models."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7117450)

NL

Nick L.

Finance Manager

> "It's a very powerful tool that is dynamic enough to present all customized cuts of our financial data that we need to drive insights and assist with..."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7161305)

SF

Sophie F.

Group Financial Accountant

> "At times, I found the initial data input a bit confusing. As datarails wants to show everything in a format that is 'positive' on the balance sheet, the..."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7099062)

Edward B.

Financial Data Analyst

> "We use DataRails daily for all of our financial reporting so we definitely make the most out of the price - customer support and online help is always..."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7119384)

AP

Amber P.

Invoice Coordinator

> "Excel performance can be sluggish, since it sits on top of Excel, large workbooks with lots of tabs can become slow to refresh or load."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7159822)

VR

Verified Reviewer

financial analyst

> "It has helped significantly with group consolidation across different data sources and made FP&A processes more centralized and efficient, especially by..."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7144144)

Edward B.

Financial Data Analyst

> "It’s up to our team to keep the mapping airtight; otherwise, it can quickly turn into a headache when you have to go back and rework the data structure."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7119384)

TB

Tom B.

Financial Controller

> "Excellent software, and with the AI Connector we have almost unlimited possiblities to create new reports, run analysis, and increase out productivity!"

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7182073)

HG

Hasnat G.

Operational Controller

> "No native web forms for data input, which limits collaboration with non-finance teams"

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7122142)

TR

Thilini R.

Finance Analyst

> "I particularly appreciated its ability to consolidate data from multiple sources and create insightful dashboards that make complex data easier to..."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7162511)

AP

Anna P.

Senior Financial Planning and Analysis Analyst

> "We could have done our own research and built the tax tables ourselves, but the time and effort required to keep them updated didn’t feel justifiable."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7182316)

JG

Jamie G.

Assistant Management Accountant

> "What I like most about Datarails is how user friendly it is with report generating, whether it is a TB you're after or a data download it does both very..."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7189142)

SU

Safa U.

Finance Analyst

> "Sometimes there is a lag in certain features, and we're not aware of any updates that have taken place recently, which is causing the lag"

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7157577)

CD

Carlos D.

CFO COO

> "The real-time data integration across systems created a single, accurate source of truth, improving both insight quality and decision-making."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7116033)

EJ

Emma J.

VP of Finance

> "The implementation took a lot longer than anticipated due to some API connectivity issues between platforms and changes in the team"

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7121815)

TR

Thilini R.

Finance Analyst

> "The platform is user-friendly, integrates well with Excel, and significantly streamlines financial planning, reporting, and analysis processes."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7162511)

VR

Verified Reviewer

Vice President Financial Planning and Analysis

> "Some advanced reporting and dashboard customization features were less intuitive than expected."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7156959)

Ethan S.

Accounting

> "We consolidated our core platforms into a unified system, enabling cross-channel functionality and data integration that previously wasn’t possible."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7117138)

Edward B.

Financial Data Analyst

> "That often means spending extra time searching for the right metrics and, in the worst case, reporting the wrong numbers."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7119384)

AD

Alexandra D.

Director

> "Datarails has been an impressive addition to our financial workflow, offering clarity where manual processes once created delays and blind spots."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7134943)

JW

Jen W.

Director of Accounting and Finance

> "I do feel a bit like we were undersold on the complexity of the system and all the mappings as it has taken us a bit a time to really learn how to get..."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7099174)

EJ

Emma J.

VP of Finance

> "Love the fact that we can now connect multiple platforms to Datarails and refresh all the data instantaneously for financial modeling and planning."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7121815)

TO

Terrence O.

Controller

> "There's a lot of downloading of csv's from the Datarails website which I didn't expect."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7166410)

RS

Robert S.

Senior Manager

> "We went from having enormous, clunky Excel files to having a Datarails report package that could be refreshed instantly and didn't crash the computer."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7153935)

SC

Stephen C.

Corporate Controller

> "The Storyboards narrative tool can sometimes glitch if you don't size or format the visuals to the board's native resolution."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7069526)

MS

Matthew S.

Finance and Payroll Specialist

> "The one item that I appreciate most about Datarails is the seamless integration of date into the various spreadsheets and reports that have been created..."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7044085)

AP

Anna P.

Senior Financial Planning and Analysis Analyst

> "However, Datarails didn’t have tax tables available, and neither did our payroll vendor."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7182316)

CM

Connor M.

Financial Analyst

> "I really liked the feature to perform lookups and link multiple data mappers from different file box's to a single consolidated table, the excel add in..."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7063631)

VR

Verified Reviewer

Commercial Finance Manager

> "Customer support only reply via email therefore this causes delays when there is probably an easy fix to an issue"

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7138920)

JW

Jen W.

Director of Accounting and Finance

> "We are able to add non-finanical metrics into the system for reporting faster than we could before and able to get operations different views of the..."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7099174)

KG

Kevin G.

Senior Financial Analyst

> "Sometimes it can hard to troubleshoot when data isn't coming through properly."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7162109)

EH

Emma H.

Head of Financial Planning and Analysis

> "I also love the excel add in as this allows you to manipulate data in excel and summarise it how you need."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7162498)

JD

Joseph D.

Financial Analyst

> "I have had times where I have reached out to customer support and I was instantly passed off to the engineering team with no resolution in sight."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7157199)

SR

Samuel R.

Financial Accountant

> "The quick and easy access to large volume of financial data and the ability to filter this data using datarails functionality."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7175595)

JD

Joseph D.

Financial Analyst

> "We run into random bugs and sometimes that causes crucial delays."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7157199)

SC

Stephen C.

Corporate Controller

> "The dashboards have simplified executive visibility into key clinical and operational metrics. And the customer service team follows a..."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7069526)

RF

Rich F.

Finance Director

> "Xero issue mainly but the sync function limitations. "

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7121201)

TS

Tiffany S.

Financial Analyst

> "Overall I would highly recommend Datarails for any company with large data sets that come in from several different sources and require employees to..."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7173000)

MP

Markand P.

Financial Consultant

> "We have had numerous occasions where refreshing data in a spreadsheet is taking far too long and files have to be crashed out."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7099139)

BB

Brad B.

Assistant Controller

> "The data mapping functionality is a really great way to get your data into a structured table setup that you can access anywhere in Datarails or Excel."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7046700)

Zachery M.

CFO

> "It seems like we get billed for additional licenses when we switch them around"

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7158212)

CH

Caleb H.

Systems Admin

> "Customer support, integration process very flexible which helps with our data load of thousands of transactions a day."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7169294)

VR

Verified Reviewer

Director of Operations

> "The interface isn’t intuitive, and many tasks require trial and error or additional support to complete."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7059095)

TS

Thomas S.

Senior FP and A

> "It has significantly streamlined reporting processes and improved data accuracy, making it a valuable addition to the finance function."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7145022)

EJ

Ethan J.

Senior FPA Analyst

> "Parts of the web environment can be clunky and difficult to use."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7161317)

TS

Thomas S.

Senior FP and A

> "The automation of data consolidation and reporting is a huge time saver, reducing manual work and risk of error."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7145022)

AJ

Aaditya J.

Finance and Data Analyst

> "The widget customization can be limiting at times."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7109763)

MP

Monica P.

Finance Director

> "It has helped streamline board reporting, improve financial transparency, and save significant preparation time for our team."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7149720)

BB

Brad B.

Assistant Controller

> "It took weeks/months into the implementation of asking and eventually getting a new more experienced implementer to show us this process (which wasn't..."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7046700)

CW

Charlie W.

Financial Performance and Analysis Manager

> "All our team are able to access all areas of the online database without issues of operating software and obtain information that would usually be in..."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7046911)

JN

Justin N.

CFO

> "Some elements I'm having to download and load manually to be able to use the system."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7111698)

MP

Monica P.

Finance Director

> "Datarails has been a valuable tool for improving financial reporting, dashboard visibility, and budgeting efficiency."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7149720)

SS

Sam S.

Head of Commercial Finance

> "It’s quite annoying that Datarails is so sensitive to capitalization and lowercase."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7093386)

DC

Dave C.

Financial Consultant

> "The financial reporting package is automated, and our budgeting/forecasting cycles are efficient and accurate"

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7118727)

Urvesh P.

CFO

> "The AI features are still in their early stages and not yet as impactful as they could be."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7104745)

MP

Monica P.

Finance Director

> "Overall, it has helped save time, improve reporting accuracy, and provide faster access to meaningful financial data for decision-making."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7149720)

KL

Kyle L.

CFO

> "Not much that I haven't liked about Datarails, other than at times the platform gets bogged down and takes a long time to refresh. "

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___6618874)

TS

Thomas S.

Senior FP and A

> "It also offers strong version control and audit trail capabilities, which are very helpful for finance teams."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7145022)

VR

Verified Reviewer

Senior Financial Analyst

> "Integration to our ERP system was more difficult than expected due to not having the expertise of both Workato and our system."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___6531318)

JG

Jamie G.

Assistant Management Accountant

> "Overall I have found Datarails great, it is a real time saver around month end and busy periods due to the quickness of being able to run reports whist..."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7189142)

NM

Naomi M.

Senior Director of Finance

> "When formulas are not working - hard to understand how they broke or what happened. "

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7044005)

BP

Ben P.

Management Accountant

> "my overall experience is a positive one, it has made my working processes faster and less manual, rather than intensive data manipulation, I just click..."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7180858)

MH

Matt H.

Senior accountant

> "Some look ups do not always work and you really have to sort it out on the back end as to what happened, when sometimes you just want your data."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___6832369)

EP

Elizabeth P.

BI Lead

> "I also like the version control and data storage features, which let us roll back to previous versions and review historical data."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7092736)

LF

Laura F.

Senior Commercial Finance Manager

> "Lastly we went through a couple of months with difficult communication and handover when I joined."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7102725)

Donavan L.

Chief Financial Officer

> "Datarails have been very helpful in supporting us provide more efficient financial reports and analysis to non financial users."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7147297)

GM

Gideon M.

Director of Strategic Finance

> "Some of the excel add-in functionality does not always appear to work."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___6515909)

Urvesh P.

CFO

> "We are using Datarails beyond finance, it supports sales performance management, leading indicators, and commercial insight."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7104745)

VR

Verified Reviewer

Director of Financial Planning and Analysis

> "I also am not a fan of my boss having to share reports with me."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7091511)

TB

Tom B.

Financial Controller

> "Implementation was very good, working alongside highly skilled people guiding us and solving our needs. When we were done implementing the software the..."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7182073)

TK

Thomas K.

VP of Finance

> "I think the implementation phase is a little long."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7050324)

AC

Allie C.

Director - Planning

> "We really appreciate the flexibility of custom reporting and dashboards, which makes it easy to share insights in the format our team and stakeholders..."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7098635)

JR

Jai R.

Financial analyst

> "in the begining using datarails formulas was a little hard"

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___6586791)

HG

Hasnat G.

Operational Controller

> "It strikes a good balance between automation and familiarity, allowing teams to improve efficiency while continuing to work in a tool they already..."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7122142)

SM

Sweekrut M.

Financial Planning and Analysis Manager

> "its difficult and time consuming to add 100 users at same time."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___6883046)

JF

Jim F.

Chief Financial Officer

> "I've been in the accounting profession (internal/private) for over 30 years and this product can assist so many smaller companies that have tremendous..."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7057000)

CB

Charlene B.

IT Service Compliance Analyst

> "It can be confusing during the initial set up of importing data etc."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___6621039)

KG

Kevin G.

Senior Financial Analyst

> "The financial reporting is incredibly easier with datarails live connection to our financial data on netsuite."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7162109)

JM

Jennifer M.

Controller

> "It has taken much longer to implement than I expected."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7055638)

RS

Robert S.

Senior Manager

> "We went from having enormous, clunky Excel files to having a Datarails report package that could be refreshed instantly and didn't crash the computer."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7153935)

VR

Verified Reviewer

Vice President Financial Planning and Analysis

> "Some advanced reporting and dashboard customization features were less intuitive than expected."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7156959)

TB

Tom B.

Financial Controller

> "Implementation was very good, working alongside highly skilled people guiding us and solving our needs. When we were done implementing the software the..."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7182073)

SC

Stephen C.

Corporate Controller

> "The Storyboards narrative tool can sometimes glitch if you don't size or format the visuals to the board's native resolution."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7069526)

JR

Joshua R.

Controller

> "The visuals you can create with it are amazing, and it makes presenting information feel clear and engaging."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7156935)

VR

Verified Reviewer

Director of Operations

> "The interface isn’t intuitive, and many tasks require trial and error or additional support to complete."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7059095)

DR

Drew R.

Director FPA

> "Seamless integration with Excel and intuitive setup and logic when building out financial reporting."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7123313)

EJ

Ethan J.

Senior FPA Analyst

> "Parts of the web environment can be clunky and difficult to use."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7161317)

Ethan S.

Accounting

> "We consolidated our core platforms into a unified system, enabling cross-channel functionality and data integration that previously wasn’t possible."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7117138)

VR

Verified Reviewer

Senior Financial Analyst

> "Integration to our ERP system was more difficult than expected due to not having the expertise of both Workato and our system."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___6531318)

MM

Mariana M.

Senior Accountant

> "The Excel integration in Datarails makes it easy and feels familiar without changing our existing workflows."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7118899)

SM

Sweekrut M.

Financial Planning and Analysis Manager

> "its difficult and time consuming to add 100 users at same time."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___6883046)

MS

Matthew S.

Finance and Payroll Specialist

> "I believe that the schedule of the integration really helped to allow our organization to understand the various components that we were integrating."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7044085)

VD

Vincent D.

Senior Financial Analyst

> "We experienced some challenges initially, as we went through three different CSMs."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___6626843)

AJ

Aaditya J.

Finance and Data Analyst

> "The Excel integration stands out the most — we didn't have to overhaul how we work, it just slotted in and made everything smoother."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7109763)

CF

Corine F.

Controller

> "they'll just stop working."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7059860)

SF

Sophie F.

Group Financial Accountant

> "The real time nature of Datarails has also been hugely beneficial especially at month end."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7099062)

VR

Verified Reviewer

Commercial Finance Manager

> "Customer support only reply via email therefore this causes delays when there is probably an easy fix to an issue"

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7138920)

KT

Kristopher T.

General Manager

> "My experience has been great. When I am given a tool to use at work, I want it to be quick to setup, easy to grasp, and for it to run smoothly."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7115714)

CF

Corine F.

Controller

> "they'll just stop working."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___7059860)

SS

Sheena S.

Controller

> "Overall, my experience has been smooth as Datarails, especially my designated representative, has made the transition as simple as possible."

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___6667287)

IZ

Ido Z.

CFO

> "not nearly as self service as we'd like;"

[See full review](https://www.capterra.com/p/177451/DataRails/#Capterra___3269549)

[View Reviews](https://www.capterra.com/p/177451/DataRails/reviews/)

## User interface

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)

4.37 (5,858)

[Datarails](https://www.capterra.com/p/177451/DataRails/)

4.74 (244)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

Access Controls/Permissions

207

Important

Accounting

150

Important

Activity Dashboard

120

Important

Dynamics 365

24/38

-   Access Controls/Permissions
-   Accounting
-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Approval Process Control
-   Audit Trail
-   Bank Reconciliation
-   Billing & Invoicing
-   Budgeting/Forecasting
-   Cash Flow Management
-   Cash Management
-   Compliance Management
-   Consolidation/Roll-Up
-   Customizable Reports
-   Customizable Templates
-   Dashboard
-   Data Import/Export
-   Data Visualization
-   Expense Tracking
-   Financial Analysis
-   For Investors & Traders
-   General Ledger
-   Generative AI
-   Income & Balance Sheet
-   Multi-Company
-   Multi-Currency
-   Profit/Loss Statement
-   Purchase Order Management
-   Real-Time Data
-   Real-Time Reporting
-   Receipt Management
-   Reporting/Analytics
-   Self-Service Reporting
-   Third-Party Integrations
-   "What If" Scenarios
-   Workflow Management

[See all features](https://www.capterra.com/p/157279/Dynamics-365/#features)

Datarails

Top features

26/38

-   Access Controls/Permissions
-   Accounting
-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Approval Process Control
-   Audit Trail
-   Bank Reconciliation
-   Billing & Invoicing
-   Budgeting/Forecasting
-   Cash Flow Management
-   Cash Management
-   Compliance Management
-   Consolidation/Roll-Up
-   Customizable Reports
-   Customizable Templates
-   Dashboard
-   Data Import/Export
-   Data Visualization
-   Expense Tracking
-   Financial Analysis
-   For Investors & Traders
-   General Ledger
-   Generative AI
-   Income & Balance Sheet
-   Multi-Company
-   Multi-Currency
-   Profit/Loss Statement
-   Purchase Order Management
-   Real-Time Data
-   Real-Time Reporting
-   Receipt Management
-   Reporting/Analytics
-   Self-Service Reporting
-   Third-Party Integrations
-   "What If" Scenarios
-   Workflow Management

[See all features](https://www.capterra.com/p/177451/DataRails/#features)

### Recognition

No recognitions have been awarded to Dynamics 365

Datarails is recognized as a top-rated tool in 4 Capterra Shortlist reports

Best Value Financial Reporting Software (2022) 

### Deployment & support

Dynamics 365

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Datarails

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Dynamics 365

-   By Microsoft
-   Located in United States
-   Founded in 1975

Datarails

-   By Datarails
-   Located in United States
-   Founded in 2015

## Popular Comparisons

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vs

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[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,858)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

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[Datarails](https://www.capterra.com/p/177451/DataRails/)[4.74 (244)](https://www.capterra.com/p/177451/DataRails/reviews/)

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Contact vendor for pricing

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4.6

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4.5

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[View full comparison](https://www.capterra.com/compare/120109-177451/Xero-vs-DataRails)

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,858)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

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Ease of Use

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[View full comparison](https://www.capterra.com/compare/155928-157279/Zoho-CRM-vs-Dynamics-365)

[Datarails](https://www.capterra.com/p/177451/DataRails/)[4.74 (244)](https://www.capterra.com/p/177451/DataRails/reviews/)

vs

[NetSuite](https://www.capterra.com/p/135757/NetSuite/)[4.24 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/)

Contact vendor for pricing

Price

Contact vendor for pricing

4.6

Features

4.2

4.5

Ease of Use

4.0

[View full comparison](https://www.capterra.com/compare/135757-177451/NetSuite-vs-DataRails)

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,858)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

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4.3

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4.2

4.1

Ease of Use

4.0

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[Datarails](https://www.capterra.com/p/177451/DataRails/)[4.74 (244)](https://www.capterra.com/p/177451/DataRails/reviews/)

vs

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Contact vendor for pricing

Price

Contact vendor for pricing

4.6

Features

4.2

4.5

Ease of Use

4.2

[View full comparison](https://www.capterra.com/compare/76-177451/Intacct-vs-DataRails)

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,858)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

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Features

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4.1

Ease of Use

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Contact vendor for pricing

Price

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4.6

Features

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4.5

Ease of Use

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[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,858)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

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Contact vendor for pricing

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Features

4.2

4.1

Ease of Use

4.0

[View full comparison](https://www.capterra.com/compare/135757-157279/NetSuite-vs-Dynamics-365)

[Datarails](https://www.capterra.com/p/177451/DataRails/)[4.74 (244)](https://www.capterra.com/p/177451/DataRails/reviews/)

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Contact vendor for pricing

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$124.42/month

4.6

Features

3.9

4.5

Ease of Use

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