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PlanGuru vs Dynamics 365: Which is a better fit?

Updated on February 16th, 2025
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Summary
Key features rated by users
Features selected based on 6,174 reviews from Accounting users.
% Fit
Missing features
Not enough reviews
Feature ratings
Chart of Accounts
NA
Income & Balance Sheet
5.0
Document Management
NA
Financial Reporting
NA
Financial Management
NA
% Fit
Missing features
Feature ratings
Chart of Accounts
NA
Income & Balance Sheet
4.5
Document Management
4.4
Financial Reporting
4.5
Financial Management
4.5
User satisfaction
4.2
User reviews55
Ease of use
3.9
Functionality
4.0
Value for money
4.2
Customer support
4.1
4.4
User reviews5,790
Ease of use
4.1
Functionality
4.3
Value for money
4.1
Customer support
4.2
Price starts from
Monthly subscription
Free version
Free trial
--
Not provided by vendor
Free version
Free trial
Best for

PlanGuru allows small/mid-size businesses, non-profits, and business advisors to easily budget, forecast, and plan for the future. Plus, it's Excel & QuickBooks compatible.

Dynamics 365's plans can accommodate for households, individuals, or even enterprises.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
No video reviews yet
video-ff60a7d0-8421-4c70-7073-08db7e7d2253
Adoba Y
Product
4.0

Adoba: Hi everyone, my name is Adoba. I lead technical and product at Alphora, a team of roughly seven to nine. I rate Dynamics at a four out of five. So we use Dynamics most for sales and our marketing. The sales Microsoft relationship, sales is a big part of what we do. We also use the service part, which is the customer service. The marketing part of Microsoft Dynamics help us keep in touch with our customers and our sales reps with the product. So being in the Microsoft ecosystem is one of the best things with Dynamics. You have access to the entire product line that just works seamlessly together. Like I said, we do sales, CRM, marketing. All of those things are the individual products that we considered, but Microsoft was able to bring them together. The product for our sales, which we use the most, has really grown. The features that they've added has just been tremendous, and that's the best part about Microsoft Dynamics for us. I think there's always an issue with seat based billing, which is what we have with Dynamics today. I think that's just the biggest issue, and sometimes I think being part of the ecosystem of having access to Microsoft Dynamics to their products is an advantage but sometimes it can also be a disadvantage because, for us, we had everything siloed before in different other products but when we decided to use Dynamics we had to bring sales together into one product, bring marketing together into one product, bring our [inaudible 00:01:22] together into one product. That's sort of a disadvantage. I'm not sure how well these three things are able to work outside of each other if they're not connected under the same system so it was a huge consideration for us and I think for anyone who is wanting to use Dynamics.

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1 Video
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5 screenshots
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3 screenshots
Do these products fit your needs?

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

Logo Img
--%
Logo Img
--%
Access Controls/Permissions
207
Important
Accounts Payable
388
Important

PlanGuru

3/43
  • Access Controls/Permissions
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Bank Reconciliation
  • Billing & Invoicing
  • Cash Flow Management
  • Chart of Accounts
  • Compliance Management
  • Currency Conversion
  • Data Security
  • Document Management
  • Encryption
  • Expense Tracking
  • Financial Consolidation & Close Management
  • Financial Management
  • Financial Reporting
  • Fixed Asset Management
  • Fund Accounting
  • General Ledger
  • Mobile Access
  • Multi-Currency
  • Multi-Location
  • Payment Processing
  • Payroll Management
  • Project Accounting
  • Purchase Order Management
  • Quotes/Estimates
  • Receipt Management
  • Recurring/Subscription Billing
  • Reminders
  • Sales Tax Management
  • Status Tracking
  • Tax Management
  • Third-Party Integrations
  • Workflow Management
  • API
  • Budgeting/Forecasting
  • Income & Balance Sheet
See All features
Hide Accounting Software Features -

Dynamics 365

Top Features
22/43
Show Accounting Software Features +
PlanGuru
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • 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
Dynamics 365
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • 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
PlanGuru
  • By PlanGuru
  • Located in United States
  • Founded in 2013
Dynamics 365
  • By Microsoft
  • Located in United States
  • Founded in 1975
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