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Envestnet Tamarac vs. Microsoft Dynamics 365

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Envestnet Tamarac

3 Reviews and Ratings

Microsoft Dynamics 365

954 Reviews and Ratings

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Envestnet Tamarac

    Score4.8 out of 10
    		N/AEnvestnet Tamarac (part of Envestnet since 2012) is a financial services CRM featuring a client engagement tools such as a client portal, interactive reporting, customizable PDF reports, document vault, budgeting tools, mobile app, as integrated financial planning.N/A

    Microsoft Dynamics 365

    Score7.4 out of 10
    		N/AMicrosoft Dynamics 365 is a CRM providing sales, marketing, and service functionality. It is offered as SaaS and on-premise. Dynamics 365 is part of the larger Dynamics suite of business intelligence and ERP products.

    $44

    per month

    Pricing
    Envestnet TamaracMicrosoft Dynamics 365
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Envestnet TamaracMicrosoft Dynamics 365
    Free Trial
    NoYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    Features
    Envestnet TamaracMicrosoft Dynamics 365
    Sales Force Automation
    Comparison of Sales Force Automation features of Envestnet Tamarac and Microsoft Dynamics 365
    Feature
    Envestnet Tamarac
    -
    Ratings
    Microsoft Dynamics 365
    6.9
    70 Ratings
    Customer data management / contact management00 Ratings8.069 Ratings
    Workflow management00 Ratings8.067 Ratings
    Territory management00 Ratings6.051 Ratings
    Opportunity management00 Ratings7.063 Ratings
    Integration with email client (e.g., Outlook or Gmail)00 Ratings7.066 Ratings
    Contract management00 Ratings7.052 Ratings
    Quote & order management00 Ratings6.048 Ratings
    Interaction tracking00 Ratings7.060 Ratings
    Channel / partner relationship management00 Ratings6.051 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Envestnet Tamarac and Microsoft Dynamics 365
    Feature
    Envestnet Tamarac
    -
    Ratings
    Microsoft Dynamics 365
    6.7
    55 Ratings
    Case management00 Ratings6.051 Ratings
    Call center management00 Ratings7.045 Ratings
    Help desk management00 Ratings7.049 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Envestnet Tamarac and Microsoft Dynamics 365
    Feature
    Envestnet Tamarac
    -
    Ratings
    Microsoft Dynamics 365
    7.5
    67 Ratings
    Lead management00 Ratings8.061 Ratings
    Email marketing00 Ratings7.062 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Envestnet Tamarac and Microsoft Dynamics 365
    Feature
    Envestnet Tamarac
    -
    Ratings
    Microsoft Dynamics 365
    8.3
    64 Ratings
    Task management00 Ratings8.059 Ratings
    Billing and invoicing management00 Ratings8.044 Ratings
    Reporting00 Ratings9.053 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Envestnet Tamarac and Microsoft Dynamics 365
    Feature
    Envestnet Tamarac
    -
    Ratings
    Microsoft Dynamics 365
    7.0
    65 Ratings
    Forecasting00 Ratings7.055 Ratings
    Pipeline visualization00 Ratings5.061 Ratings
    Customizable reports00 Ratings9.064 Ratings
    Customization
    Comparison of Customization features of Envestnet Tamarac and Microsoft Dynamics 365
    Feature
    Envestnet Tamarac
    -
    Ratings
    Microsoft Dynamics 365
    7.8
    67 Ratings
    Custom fields00 Ratings8.165 Ratings
    Custom objects00 Ratings8.060 Ratings
    Scripting environment00 Ratings7.048 Ratings
    API for custom integration00 Ratings8.052 Ratings
    Security
    Comparison of Security features of Envestnet Tamarac and Microsoft Dynamics 365
    Feature
    Envestnet Tamarac
    -
    Ratings
    Microsoft Dynamics 365
    6.5
    62 Ratings
    Single sign-on capability00 Ratings7.056 Ratings
    Role-based user permissions00 Ratings6.057 Ratings
    Social CRM
    Comparison of Social CRM features of Envestnet Tamarac and Microsoft Dynamics 365
    Feature
    Envestnet Tamarac
    -
    Ratings
    Microsoft Dynamics 365
    7.5
    37 Ratings
    Social data00 Ratings8.036 Ratings
    Social engagement00 Ratings7.037 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Envestnet Tamarac and Microsoft Dynamics 365
    Feature
    Envestnet Tamarac
    -
    Ratings
    Microsoft Dynamics 365
    6.5
    56 Ratings
    Marketing automation00 Ratings7.056 Ratings
    Compensation management00 Ratings6.029 Ratings
    Platform
    Comparison of Platform features of Envestnet Tamarac and Microsoft Dynamics 365
    Feature
    Envestnet Tamarac
    -
    Ratings
    Microsoft Dynamics 365
    7.0
    48 Ratings
    Mobile access00 Ratings7.048 Ratings
    User Ratings
    Envestnet TamaracMicrosoft Dynamics 365
    Likelihood to Recommend
    -
    (0 ratings)
    6.3
    (90 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    8.0
    (20 ratings)
    Usability
    -
    (0 ratings)
    6.3
    (20 ratings)
    Support Rating
    -
    (0 ratings)
    8.0
    (11 ratings)
    Online Training
    -
    (0 ratings)
    7.5
    (2 ratings)
    Implementation Rating
    -
    (0 ratings)
    9.2
    (4 ratings)
    Contract Terms and Pricing Model
    -
    (0 ratings)
    3.8
    (3 ratings)
    Professional Services
    -
    (0 ratings)
    9.0
    (1 ratings)