GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Our commitment
Independent research methodology
Our researchers use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.
Verified user reviews
GetApp maintains a proprietary database of millions of in-depth, verified user reviews across thousands of products in hundreds of software categories. Our data scientists apply advanced modeling techniques to identify key insights about products based on those reviews. We may also share aggregated ratings and select excerpts from those reviews throughout our site.
Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.
How GetApp ensures transparency
GetApp lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. GetApp is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website.
Dynamics 365 vs WorkflowMax Comparison (2026)
Add to Compare
Compare similar apps
HubSpot CRM
4.5
Salesforce Sales Cloud
4.4
Zoho CRM
4.3
Good recommendations?
Dynamics 365
4.4
(5.8K)5
3K
4
2.1K
3
561
2
95
1
33
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
WorkflowMax
4.3
(123)5
62
4
44
3
13
2
3
1
1
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.
Assign staff to jobs and track who is doing what and when. You can manage every aspect of a project, from quotes through to invoicing, on a single platform.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.4
5.8K
5
4
3
2
1
3K
2.1K
561
95
33
- Value for money
- Ease of use
- Features
- Customer support
68%
would recommend this app4.3
123
5
4
3
2
1
62
44
13
3
1
- Value for money
- Ease of use
- Features
- Customer support
55%
would recommend this appPros
“The platform offers powerful sales management and invoicing capabilities, along with strong integration with the Microsoft ecosystem, which helps streamline workflows and improve productivity. Despite its broad functionality, the interface is well organized, and once users become familiar with it, everyday tasks are straightforward to perform.”
Andrea L.
Innovation Manager
“You can watch a lead convert in Sales, see the inventory instantly allocate in Supply Chain, and track the automated invoice hit Finance, all happening in lockstep, perfectly clean. When it works, the sheer operational efficiency is beautiful.”
Christopher V.
Human Relations
“The platform is reliable, highly customizable, and integrates seamlessly with other Microsoft products, allowing us to streamline workflows and reduce manual work. While it requires some time to learn and configure, the investment is worthwhile given the breadth of functionality it offers.”
Andrea L.
Innovation Manager
Pros
“The old WFM had extra features like the ability to upload photos of Clients (for facial recognition) and the invoice history including cancelled invoices was accessible and easy to retrieve.”
FS
Fiona S.
Office administrator
“It is a useful tool to track our part-time employees' jobs, timesheets and to send invoices and purchase order requests”
XL
Xiang L.
Director
“Also you can sort timesheets using any field.”
FS
Fiona S.
Office administrator
Cons
“It does not have any visual cues options so it can make it easy for some errors to occur in billing and other transactions. If you don’t need that then go for it.”
Breanna G.
Onboarding Coordinator
“The learning curve is steep. If your people find the platform frustrating or overly click-heavy, they will resist using it. And a CRM or ERP is only as valuable as the data your people actually put into it. If adoption plummets, your investment is dead in the water.”
Christopher V.
Human Relations
“Dynamics 365 is powerful and clearly capable, but it can also feel heavy, confusing and frustrating to use day to day.”
MS
Martina S.
VP
Cons
“Unfortunately the software doesn’t always calculate GST correctly. If costs in the invoice were not subject to GST, the software had problems correctly calculating the GST.”
PA
Peter A.
Director of Finance
“It will be sorely missed, as WorkflowMax by Bluerock just doesnt meet the same standard currently.”
TT
Thomas T.
Planning and Finance Executive
“Clunky interface.”
NP
Nick P.
Director
- Vendor responds to reviews
- Last review3 days ago
- Vendor responds to reviews
- Last reviewa year ago
Key features
- Total features134
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Asset Lifecycle Management
- Assignment Management
- Automated Quoting
- Automatic Backup
- Bank Reconciliation
- Billing & Invoicing
- Billing Portal
- Budget Management
- Budgeting/Forecasting
- Business Intelligence
- CRM
- Calendar Management
- Calendar/Reminder System
- Campaign Management
- Campaign Planning
- Cash Management
- Chat/Messaging
- Client Management
- Client Portal
- Collaboration Tools
- Commission Management
- Compliance Management
- Consolidation/Roll-Up
- Contact Database
- Contact Management
- Contract/License Management
- Contractor Management
- Conversion Tracking
- Cost Estimating
- Cost-to-Completion Tracking
- Customer Database
- Customer Engagement
- Customer History
- Customer Segmentation
- Customizable Branding
- Customizable Fields
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Connectors
- Data Import/Export
- Data Integration
- Data Visualization
- Dispatch Management
- Document Management
- Document Storage
- EDI
- Email Management
- Email Marketing
- Email Templates
- Employee Management
- Employee Scheduling
- Estimating
- Expense Tracking
- File Sharing
- Filtering
- Financial Analysis
- Financial Management
- Financial Reporting
- Fixed Asset Management
- For Call Centers
- For Insurance Industry
- For Medical Purposes
- For Real Estate
- For Startups
- For iPad Devices
- Forecasting
- Fund Management
- General Ledger
- HR Management
- Hourly Billing
- Income & Balance Sheet
- Integrated Business Operations
- Interaction Tracking
- Internal Chat Integration
- Inventory Management
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Job Costing
- Job Management
- Job Scheduling
- Job Tracking
- KPI Monitoring
- Knowledge Base Management
- Knowledge Management
- Labor Forecasting
- Lead Capture
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Maintenance Scheduling
- Marketing Automation
- Marketing Management
- Milestone Tracking
- Mobile Access
- Mobile App
- Monitoring
- Multi-Channel Communication
- Multi-Channel Marketing
- Multi-Currency
- Multiple Projects
- Online Invoicing
- Opportunity Management
- Payroll Management
- Percent-Complete Tracking
- Performance Metrics
- Pipeline Management
- Point of Sale (POS)
- Profit/Loss Statement
- Project Billing
- Project Management
- Project Planning/Scheduling
- Project Time Tracking
- Project Tracking
- Projections
- Prospecting Tools
- Purchase Order Management
- Purchasing & Receiving
- Quotes/Estimates
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Receiving
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Requisition Management
- Resource Allocation
- Resource Management
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search
- Search/Filter
- Self Service Portal
- Single Page View
- Spend Management
- Status Tracking
- Subcontractor Management
- Subcontractor Monitoring
- Summary Reports
- Supplier Management
- Supply Chain Management
- Support Ticket Management
- Tagging
- Task Management
- Task Scheduling
- Template Management
- Templates
- Third-Party Integrations
- Time & Expense Tracking
- Time Tracking
- Time Tracking by Client
- Time Tracking by Project
- Timer
- Timesheet Management
- Training Management
- Transaction Management
- Trend Analysis
- Vendor Management
- Visual Analytics
- Warehouse Management
- Work Order Management
- Workflow Management
- Total features96
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Asset Lifecycle Management
- Assignment Management
- Automated Quoting
- Automatic Backup
- Bank Reconciliation
- Billing & Invoicing
- Billing Portal
- Budget Management
- Budgeting/Forecasting
- Business Intelligence
- CRM
- Calendar Management
- Calendar/Reminder System
- Campaign Management
- Campaign Planning
- Cash Management
- Chat/Messaging
- Client Management
- Client Portal
- Collaboration Tools
- Commission Management
- Compliance Management
- Consolidation/Roll-Up
- Contact Database
- Contact Management
- Contract/License Management
- Contractor Management
- Conversion Tracking
- Cost Estimating
- Cost-to-Completion Tracking
- Customer Database
- Customer Engagement
- Customer History
- Customer Segmentation
- Customizable Branding
- Customizable Fields
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Connectors
- Data Import/Export
- Data Integration
- Data Visualization
- Dispatch Management
- Document Management
- Document Storage
- EDI
- Email Management
- Email Marketing
- Email Templates
- Employee Management
- Employee Scheduling
- Estimating
- Expense Tracking
- File Sharing
- Filtering
- Financial Analysis
- Financial Management
- Financial Reporting
- Fixed Asset Management
- For Call Centers
- For Insurance Industry
- For Medical Purposes
- For Real Estate
- For Startups
- For iPad Devices
- Forecasting
- Fund Management
- General Ledger
- HR Management
- Hourly Billing
- Income & Balance Sheet
- Integrated Business Operations
- Interaction Tracking
- Internal Chat Integration
- Inventory Management
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Job Costing
- Job Management
- Job Scheduling
- Job Tracking
- KPI Monitoring
- Knowledge Base Management
- Knowledge Management
- Labor Forecasting
- Lead Capture
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Maintenance Scheduling
- Marketing Automation
- Marketing Management
- Milestone Tracking
- Mobile Access
- Mobile App
- Monitoring
- Multi-Channel Communication
- Multi-Channel Marketing
- Multi-Currency
- Multiple Projects
- Online Invoicing
- Opportunity Management
- Payroll Management
- Percent-Complete Tracking
- Performance Metrics
- Pipeline Management
- Point of Sale (POS)
- Profit/Loss Statement
- Project Billing
- Project Management
- Project Planning/Scheduling
- Project Time Tracking
- Project Tracking
- Projections
- Prospecting Tools
- Purchase Order Management
- Purchasing & Receiving
- Quotes/Estimates
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Receiving
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Requisition Management
- Resource Allocation
- Resource Management
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search
- Search/Filter
- Self Service Portal
- Single Page View
- Spend Management
- Status Tracking
- Subcontractor Management
- Subcontractor Monitoring
- Summary Reports
- Supplier Management
- Supply Chain Management
- Support Ticket Management
- Tagging
- Task Management
- Task Scheduling
- Template Management
- Templates
- Third-Party Integrations
- Time & Expense Tracking
- Time Tracking
- Time Tracking by Client
- Time Tracking by Project
- Timer
- Timesheet Management
- Training Management
- Transaction Management
- Trend Analysis
- Vendor Management
- Visual Analytics
- Warehouse Management
- Work Order Management
- Workflow Management
Integrations
- Total integrations24
- ADP Workforce Now
- Ameyo
- AskNicely
- Box
- Campaign Monitor by Marigold
- Deputy
- Dext
- Docusign
- Dropbox
- Exsalerate CRM
- Five9
- Freshdesk
- Gainsight CS
- Google Drive
- HubSpot CRM
- HubSpot Marketing Hub
- InsideView
- Lattice Engines
- LinkedIn for Business
- MYOB Business
- Microsoft 365
- Microsoft Azure
- Microsoft Excel
- Microsoft Outlook
- Microsoft Power BI
- Microsoft SharePoint
- Microsoft Teams
- PROS Smart CPQ
- PandaDoc
- SOFT4Spaces
- Salesforce Sales Cloud
- Sana Commerce
- Spotlight Reporting
- Tacton CPQ
- Xero
- Zendesk Suite
- airSlate SignNow
- Total integrations14
- ADP Workforce Now
- Ameyo
- AskNicely
- Box
- Campaign Monitor by Marigold
- Deputy
- Dext
- Docusign
- Dropbox
- Exsalerate CRM
- Five9
- Freshdesk
- Gainsight CS
- Google Drive
- HubSpot CRM
- HubSpot Marketing Hub
- InsideView
- Lattice Engines
- LinkedIn for Business
- MYOB Business
- Microsoft 365
- Microsoft Azure
- Microsoft Excel
- Microsoft Outlook
- Microsoft Power BI
- Microsoft SharePoint
- Microsoft Teams
- PROS Smart CPQ
- PandaDoc
- SOFT4Spaces
- Salesforce Sales Cloud
- Sana Commerce
- Spotlight Reporting
- Tacton CPQ
- Xero
- Zendesk Suite
- airSlate SignNow
Alternatives
Explore similar apps
