Microsoft Dynamics 365 vs. ServiceMax Comparison


Microsoft Dynamics 365 Microsoft	ServiceMax PTC	+	+
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About Accelerate your business growth with Dynamics 365, the next generation of CRM and ERP applications. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. Take actions that drive your business. Find and build stronger relationships. Improve productivity and performance. Get a single view of customers. Find and nurture the right leads. Create connected customer experiences. Stay on top of market trends. Deliver positive customer experiences—faster. Optimize resources and help technicians be more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to increase efficiency. Decrease operational expenses and financial complexities. Move from reactive to predictive operations. Automate and simplify your manufacturing and supply chain management. Maximize the life of your assets. Unify your physical and digital commerce. Build brand loyalty through personal engagement. Exceed customer expectations.	About Transform your field service organizations with ServiceMax, a leading provider of cloud-based field service solutions. Built on the Salesforce platform, ServiceMax powers a new era of field service experiences. The platform offers end-to-end field service solutions, including workforce optimization, advanced scheduling and dispatch, parts logistics, inventory & depot repair, installed base entitlements, and social collaboration.
Platforms Supported Windows Supported Mac Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported	Platforms Supported Windows Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Companies of all sizes	Audience Field service companies
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Not Supported 24/7 Live Support Supported Online Supported
API Offers API Supported	API Offers API Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $190 per user per month Free Version Not Supported Free Trial Not Supported	Pricing No information available. Free Version Not Supported Free Trial Not Supported
Reviews/Ratings Overall 4.8 / 5 ease 4.6 / 5 features 4.8 / 5 design 4.7 / 5 support 4.7 / 5 Read all reviews	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
Pros & Cons from Real Users Pros It's incredible with efficiency to manage cash by using different currencies. Incredible for it's effectiveness with project budgeting and forecasting. Reliable with Fixed Asset management and easy to run depreciation. Superb experience with bank account reconciliation. Journal entries helps alot with reversal. Customization of invoices. Very accurate with reporting on finances of the industry. Most convenient with Purchasing and supply. Super supportive customer service. Microsoft Dynamics 365 is currently used as the recommended consumer partnership monitoring program in my organization's workplaces where I work. We use it to seamlessly manage consumer information and keep an eye on customers and important sales metrics. This makes it very easy for the superiors in my organization to determine our sales pipelines and also the possible sales targets. Efficiency to manage different bank accounts and petty cash in the organization. Reporting is perfect and more accurate. Reliable with inventory control. Cons Love it's reliability with project planning and budgeting. Great and best ERP with bank account management and inventory control. Most convenient and very reliable with financial control. Microsoft Dynamics 365 can be done with enhanced intuition for customers. For example, entering information is often a laborious experience for novice users. Its user interface style is not simplified enough for smooth browsing, specifically on web registration pages. Great ERP and efficient with inventory control and its easy to customize.
Training Documentation Supported Webinars Supported Live Online Not Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information Microsoft Founded: 1975 United States dynamics.microsoft.com	Company Information PTC Founded: 1985 United States www.ptc.com/en/products/servicemax
Alternatives Sage Intacct	Alternatives Resco Field Service+ Resco
Centrex Software	ReachOut Suite Fingent
Infor M3 Infor	Synchroteam
NetSuite Oracle	FieldPulse
SAP S/4HANA SAP View All	Field Force Tracker Rapidsoft Systems View All
Categories AI CRM Supported AI ERP Supported Automotive ERP Supported Billing and Invoicing Supported Budgeting Supported Business Intelligence Supported Business Management Supported CRM Supported ERP Supported Healthcare ERP Supported Lead Generation Supported Medical Accounting Supported Sales Force Automation Supported	Categories Field Service Management Supported HVAC Supported Service Dispatch Supported Tradesman Job Management Supported Work Order Supported
Show More Features Billing and Invoicing Features Billing Portal Supported Contact Database Supported Contingency Billing Not Supported Customer Portal Not Supported Customizable Invoices Not Supported Dunning Management Supported Hourly Billing Not Supported Invoice History Not Supported Mobile Payments Not Supported Multi-Currency Not Supported Online Invoicing Not Supported Online Payments Not Supported Payment Processing Supported Project Billing Not Supported Recurring/Subscription Billing Not Supported Service Ticket Billing Not Supported Tax Calculator Supported Budgeting Features "What If" Scenarios Not Supported Asset Planning Supported Balance Sheet Supported Capital Asset Planning Supported Cash Management Supported Consolidation / Roll-Up Supported Forecasting Supported General Ledger Supported Income Statements Supported Multi-Company Not Supported Multi-Department / Project Supported Profit / Loss Statement Supported Project Budgeting Supported Run Rate Tracking Not Supported Version Control Not Supported Business Management Features Billing & Invoicing Not Supported CRM Supported Employee Management Not Supported Financial Management Not Supported Inventory Management Supported Marketing Management Supported Order Management Not Supported Point of Sale (POS) Not Supported Project Management Not Supported Purchasing Not Supported Scheduling Supported Time & Expense Tracking Supported Training Management Not Supported Vendor Management Not Supported CRM Features Calendar/Reminder System Supported Call Logging Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Supported Lead Scoring Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Supported Segmentation Supported Social Media Integration Supported Task Management Supported Territory Management Supported ERP Features Accounting Integration Supported Accounting Management Supported CRM Supported Dashboard Supported Distribution Management Supported Enterprise Asset Management Supported Financial Management Supported HR Management Supported Inventory Management Supported Order Management Supported Project Management Supported Purchase Order Management Supported Purchasing Supported Reporting/Analytics Supported Sales Management Supported Supply Chain Management Supported Warehouse Management Supported Lead Generation Features Contact Discovery Not Supported Contact Import/Export Not Supported Lead Capture Supported Lead Database Integration Supported Lead Nurturing Not Supported Lead Scoring Not Supported Lead Segmentation Not Supported Pipeline Management Not Supported Prospecting Tools Supported Visitor Identification Not Supported Sales Force Automation Features Call Management Supported Campaign Management Supported Channel Management Not Supported Commission Management Supported Contact Management Supported Contract Management Not Supported Customer Database Supported Email Marketing Supported Field Sales Management Supported Lead Management Supported Opportunity Management Supported Performance Metrics Supported Proposal Generation Supported Referral Tracking Supported Sales Forecasting Supported Territory Management Supported	Show More Features Field Service Management Features Billing & Invoicing Supported Contact Database Supported Contract Management Supported Customer Database Supported Dispatch Management Supported Electronic Signature Supported Inventory Management Supported Mobile Access Supported Payment Collection in the Field Supported Quotes / Estimates Supported Routing Supported Scheduling Supported Service History Tracking Supported Time Clock Supported Work Order Management Supported HVAC Features Billing & Invoicing Supported Customer Database Supported Dispatch Management Supported Inventory Control Supported Job Management Supported Maintenance Scheduling Supported Mobile Access Supported Quotes / Estimates Supported Routing Supported Scheduling Supported Service History Tracking Supported Technician Management Supported Work Order Management Supported Service Dispatch Features Billing & Invoicing Supported Call Center Management Supported Contract Management Supported Customer Database Supported Inventory Control Supported Job Management Supported Job Tracking Supported Mobile Access Supported Routing Supported Scheduling Supported Self Service Portal Supported Service History Tracking Supported Technician Management Supported Work Order Management Supported Work Order Features Contract Management Supported Customer Database Supported Dispatch Management Supported Inventory Control Supported Job Management Supported Preventive Maintenance Supported Quotes / Estimates Supported Recurring Appointments Supported Routing Supported Scheduling Supported Task Management Supported
Integrations Magic EDI Service Supported Xinix Supported Apptricity Inventory Management Supported Atlas Supported Core Commissions Supported Emburse Expense Enterprise Supported HappyAR Supported Hivebrite Supported Microsoft Dynamics 365 Contact Center Supported Nomentia Supported PeopleQuest Supported Qorus Integration Engine Supported Quandis Business Objects Supported SigParser Supported Sovos Supported SutiExpense Supported Tradogram Supported Wrike Supported iVend Retail Supported tgndata Supported Show More Integrations View All 1574 Integrations	Integrations Magic EDI Service Supported Xinix Supported Apptricity Inventory Management Not Supported Atlas Not Supported Core Commissions Not Supported Emburse Expense Enterprise Not Supported HappyAR Not Supported Hivebrite Not Supported Microsoft Dynamics 365 Contact Center Not Supported Nomentia Not Supported PeopleQuest Not Supported Qorus Integration Engine Not Supported Quandis Business Objects Not Supported SigParser Not Supported Sovos Not Supported SutiExpense Not Supported Tradogram Not Supported Wrike Not Supported iVend Retail Not Supported tgndata Not Supported Show More Integrations View All 5 Integrations
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