---
description: Compare Dynamics 365 vs Phocas regarding their features, reviews, pricing, specifications, screenshots & more.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Dynamics 365 vs Phocas Comparison
---

Breadcrumb: [Home](/) > [Fund Accounting Software](/directory/275/fund-accounting-software/software) > [Dynamics 365 \<span\>vs\</span\> Phocas](https://www.softwareadvice.com.au/compare/106335/116310/microsoft-dynamics-crm/vs/phocassoftware)

# Compare Dynamics 365 vs Phocas

Canonical: https://www.softwareadvice.com.au/compare/106335/116310/microsoft-dynamics-crm/vs/phocassoftware

> Detailed comparison between Dynamics 365 and Phocas. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | Dynamics 365 | Phocas |
| **Overall rating** | 4.4/5 | 4.7/5 |
| **Total Reviews** | 5823 | 134 |
| **Starting Price** | USD 50.00 | USD 150.00 |
| **Free Trial** | Yes | No |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Windows (On-Premise), Linux (On-Premise), Android (Mobile), iPhone (Mobile) | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Windows (On-Premise), Linux (On-Premise), Android (Mobile), iPhone (Mobile), iPad (Mobile) |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat |
| **Training** | Documentation | In Person, Live Online, Webinars, Documentation, Videos |

## Key features

### Dynamics 365

- API
- Accounts Payable
- Accounts Receivable
- Billing & Invoicing
- Collaboration Tools
- Customisable Branding
- Dashboard
- Data Integration
- Financial Reporting
- KPI Monitoring
- Monitoring
- Multi-Currency
- Performance Metrics
- Real-Time Data
- Reporting & Statistics
- Reporting/Analytics
- Search/Filter
- Templates
- Visual Analytics
- Workflow Management

### Phocas

- API
- Accounts Payable
- Accounts Receivable
- Billing & Invoicing
- Collaboration Tools
- Customisable Branding
- Dashboard
- Data Integration
- Financial Reporting
- KPI Monitoring
- Monitoring
- Multi-Currency
- Performance Metrics
- Real-Time Data
- Reporting & Statistics
- Reporting/Analytics
- Search/Filter
- Templates
- Visual Analytics
- Workflow Management

## Links

- [View Dynamics 365 Profile](https://www.softwareadvice.com.au/software/106335/microsoft-dynamics-crm)
- [View Phocas Profile](https://www.softwareadvice.com.au/software/116310/phocassoftware)
- [View Original Comparison](https://www.softwareadvice.com.au/compare/106335/116310/microsoft-dynamics-crm/vs/phocassoftware)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Dynamics 365 vs Phocas Comparison","description":"Compare Dynamics 365 vs Phocas regarding their features, reviews, pricing, specifications, screenshots & more.","url":"https://www.softwareadvice.com.au/compare/106335/116310/microsoft-dynamics-crm/vs/phocassoftware","about":[{"@id":"https://www.softwareadvice.com.au/software/106335/microsoft-dynamics-crm#software"},{"@id":"https://www.softwareadvice.com.au/software/116310/phocassoftware#software"}],"breadcrumb":{"@id":"https://www.softwareadvice.com.au/compare/106335/116310/microsoft-dynamics-crm/vs/phocassoftware#breadcrumblist"},"@id":"https://www.softwareadvice.com.au/compare/106335/116310/microsoft-dynamics-crm/vs/phocassoftware#webpage","@type":["WebPage","CollectionPage"],"isPartOf":{"@id":"https://www.softwareadvice.com.au/#website"},"publisher":{"@id":"https://www.softwareadvice.com.au/#organization"},"inLanguage":"en-AU"},{"name":"Dynamics 365","description":"Microsoft Dynamics 365 is a cloud-based CRM ecosystem for small, medium and enterprise organizations, with a focus on Sales, Field Service, Customer Service complete with strong integrations with Microsoft’s other Office 365 offerings like Teams, Outlook, Excel &amp; Word.\n\nThe Microsoft Dynamics 365 ecosystem has offerings ranging from lead and opportunity management, marketing, field service, IOT, customer service, mixed reality and project service automation all allowing for a more frictionless engagement with your customers.\n\nMicrosoft Dynamics CRM is available for software-as-a-service (SaaS) deployment as well as on-premises complete with a nice user interface for mobile and desktop as well as a technology stack that ensure database security. Dynamics 365 also offers strong API capabilities to help integrate to your other critical systems.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/e01a7bb0-5c0b-40c6-8de8-3de78302b5ac.png","url":"https://www.softwareadvice.com.au/software/106335/microsoft-dynamics-crm","@id":"https://www.softwareadvice.com.au/software/106335/microsoft-dynamics-crm#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.com.au/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":4.4,"bestRating":5,"ratingCount":5823},"offers":{"price":"50","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows, Linux, Windows on premise, Linux on premise, Android, Platform ios"},{"name":"Phocas","description":"Phocas is a SaaS platform designed to help mid-market businesses in manufacturing, wholesale distribution, and retail make data-driven decisions. Combining business intelligence (BI) and financial planning and analysis (FP&amp;A) in one integrated solution, it simplifies the way businesses access, analyze, and plan their data. It connects teams with the insights they need to understand their business better and drive growth.\n\nPhocas integrates with ERP systems including Epicor, Sage, and Oracle NetSuite, extending their capabilities by centralizing data from ERP, CRM, spreadsheets, and other systems into one intuitive platform. This unified view enables cross-functional teams to make more informed decisions with real-time insights. Key features include intuitive dashboards, ad hoc reporting, financial statements, budgeting, forecasting, and automated rebate management.\n\nPhocas is designed for self-service, empowering users at all levels of the business to access and analyze data. By automating manual processes including consolidating financial and operational data, it helps users focus on strategic activities. It assists with preparing monthly reports, analyzing trends, managing cash flow, or optimizing rebates.\n\nPhocas centralizes data from ERP and other systems into one platform. With drill-down capabilities, AI-powered queries, and customizable pivot tables, users can explore everything from high-level overviews to granular transaction details. Ad hoc reporting tools let users create custom reports and dashboards, while KPI alerts ensure teams stay on top of performance and act to drive improvements across sales, products, and customers.\n\nPhocas transforms ERP data into up-to-date profit and loss, balance sheet, and cash flow statements. By automating financial reporting, integrating prebuilt formulas and ratios, and offering drill-down capabilities, it helps finance teams identify and resolve performance issues quickly. With customizable statements and secure access controls, teams can share actionable financial data with stakeholders across the business.\n\nPhocas provides a tool for connected business planning. It consolidates financial budgets, sales forecasts, headcount, and demand planning into one platform, enabling collaboration through workflows, user permissions, and audit logs. Live actuals and driver-based functionality allow businesses to track performance, compare plans to results, and adjust forecasts. The self-serve tool supports growing businesses with the ability to manage budgeting, helping users make informed decisions.\n\nPhocas Rebates automates rebate calculations and ensures accuracy. Built on a BI foundation, it helps businesses identify trends, spot near misses, and assess rebate performance. With real-time updates, users can optimize product offers, pricing, and purchasing decisions to capitalize on emerging opportunities and maximize profitability while strengthening trading relationships.\n\nPhocas CRM brings sales, finance, and customer data together in one platform, offering real-time insights for sales analysis and account management. By providing accurate sales reporting and streamlining the customer relationship process, it bridges the gap between finance and sales, empowering businesses to make informed decisions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/dced6658-2b68-400d-8b3b-a66e18b1a0ed.png","url":"https://www.softwareadvice.com.au/software/116310/phocassoftware","@id":"https://www.softwareadvice.com.au/software/116310/phocassoftware#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.com.au/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":4.7,"bestRating":5,"ratingCount":134},"offers":{"price":"150","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows, Windows on premise, Linux on premise, Android, Platform ios, Platform ipad"},{"@id":"https://www.softwareadvice.com.au/compare/106335/116310/microsoft-dynamics-crm/vs/phocassoftware#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Fund Accounting Software","position":2,"item":"/directory/275/fund-accounting-software/software","@type":"ListItem"},{"name":"Dynamics 365 vs Phocas","position":3,"item":"https://www.softwareadvice.com.au/compare/106335/116310/microsoft-dynamics-crm/vs/phocassoftware","@type":"ListItem"}]}]}
</script>