Blackbaud CRM vs. Microsoft Dynamics 365

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Blackbaud CRM
Score 7.6 out of 10
N/A
Designed for large, complex organizations as well as federated and international nonprofits.N/A
Microsoft Dynamics 365
Score 7.8 out of 10
N/A
Microsoft 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
Blackbaud CRMMicrosoft Dynamics 365
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Blackbaud CRMMicrosoft 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
Community Pulse
Blackbaud CRMMicrosoft Dynamics 365
Features
Blackbaud CRMMicrosoft Dynamics 365
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Blackbaud CRM
-
Ratings
Microsoft Dynamics 365
7.7
83 Ratings
0% below category average
Customer data management / contact management00 Ratings7.981 Ratings
Workflow management00 Ratings7.879 Ratings
Territory management00 Ratings7.160 Ratings
Opportunity management00 Ratings7.572 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings8.278 Ratings
Contract management00 Ratings7.961 Ratings
Quote & order management00 Ratings7.757 Ratings
Interaction tracking00 Ratings8.171 Ratings
Channel / partner relationship management00 Ratings7.362 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Blackbaud CRM
-
Ratings
Microsoft Dynamics 365
8.0
68 Ratings
6% above category average
Case management00 Ratings7.863 Ratings
Call center management00 Ratings7.850 Ratings
Help desk management00 Ratings8.457 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Blackbaud CRM
-
Ratings
Microsoft Dynamics 365
7.8
78 Ratings
3% above category average
Lead management00 Ratings7.672 Ratings
Email marketing00 Ratings8.171 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Blackbaud CRM
-
Ratings
Microsoft Dynamics 365
8.0
76 Ratings
5% above category average
Task management00 Ratings8.171 Ratings
Billing and invoicing management00 Ratings8.054 Ratings
Reporting00 Ratings8.065 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Blackbaud CRM
-
Ratings
Microsoft Dynamics 365
7.6
77 Ratings
1% above category average
Forecasting00 Ratings7.667 Ratings
Pipeline visualization00 Ratings7.773 Ratings
Customizable reports00 Ratings7.476 Ratings
Customization
Comparison of Customization features of Product A and Product B
Blackbaud CRM
-
Ratings
Microsoft Dynamics 365
7.7
80 Ratings
2% above category average
Custom fields00 Ratings7.678 Ratings
Custom objects00 Ratings7.572 Ratings
Scripting environment00 Ratings7.956 Ratings
API for custom integration00 Ratings7.861 Ratings
Security
Comparison of Security features of Product A and Product B
Blackbaud CRM
-
Ratings
Microsoft Dynamics 365
8.7
75 Ratings
4% above category average
Single sign-on capability00 Ratings8.869 Ratings
Role-based user permissions00 Ratings8.770 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Blackbaud CRM
-
Ratings
Microsoft Dynamics 365
7.7
44 Ratings
5% above category average
Social data00 Ratings7.843 Ratings
Social engagement00 Ratings7.643 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Blackbaud CRM
-
Ratings
Microsoft Dynamics 365
7.2
65 Ratings
1% below category average
Marketing automation00 Ratings7.665 Ratings
Compensation management00 Ratings6.834 Ratings
Platform
Comparison of Platform features of Product A and Product B
Blackbaud CRM
-
Ratings
Microsoft Dynamics 365
6.8
56 Ratings
9% below category average
Mobile access00 Ratings6.856 Ratings
Best Alternatives
Blackbaud CRMMicrosoft Dynamics 365
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Score 9.5 out of 10
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Score 9.8 out of 10
Medium-sized Companies
Bloomerang
Bloomerang
Score 8.6 out of 10
Creatio
Creatio
Score 9.2 out of 10
Enterprises
Ellucian CRM Advance
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User Ratings
Blackbaud CRMMicrosoft Dynamics 365
Likelihood to Recommend
8.8
(36 ratings)
7.4
(103 ratings)
Likelihood to Renew
9.1
(8 ratings)
8.0
(20 ratings)
Usability
-
(0 ratings)
7.3
(33 ratings)
Availability
9.0
(1 ratings)
-
(0 ratings)
Support Rating
6.9
(7 ratings)
8.0
(11 ratings)
Online Training
-
(0 ratings)
7.5
(2 ratings)
Implementation Rating
7.9
(3 ratings)
9.2
(4 ratings)
Contract Terms and Pricing Model
-
(0 ratings)
3.8
(3 ratings)
Professional Services
-
(0 ratings)
9.0
(1 ratings)
User Testimonials
Blackbaud CRMMicrosoft Dynamics 365
Likelihood to Recommend
Blackbaud
It works well enough for fundraising purposes and donor tracking. I think it would be less appropriate for instances or industries where you don't need so many data points on someone. You are able to attach a lot of information to a record so if you don't need that info (simply need contact info for example) you might want a simpler system
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Microsoft
Provides our company access to manage and customize the folds tailored to our needs. We needed to have certain paragraphs on certain paperwork per customer. MD 365 has those options to customize where needed and remove when not. The system is easy to navigate, and training can be done in a matter of days, even without prior knowledge of the system or similar systems.
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Pros
Blackbaud
  • Accessing in-depth data for a single constituent is easily done and customizable by user working with "tiles" on the home screen
  • Generating lists of possible prospects with specific similarities can be done with a few clicks and then stored for more research later
  • well designed relationship options allow for a a look at specific constituents and how they might relate to other constituents in the system leading to more effective prospecting
  • Screens can be easily customized by user or user group eliminating irrelevant data and presenting only truly relevant information
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Microsoft
  • Best to use for AP - like in our organization, there are plenty of AP bills, so with Dynamics, we can quickly enter the same into the Excel utility, which means CSV-based upload, and then we can easily upload the same to the software. It's a time saver.
  • Best for Bank reconciliation - MS Dynamics makes Bank reconciliation easy. Banks can easily sync with software and easily get reconciled.
  • Generating invoices to customers and directly sending them to their inbox is easy with this software.
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Cons
Blackbaud
  • Certain aspects of Blackbaud are oddly non-customizable.
  • Blackbaud updates/support is slow and often ineffective - our organization switched to Microsoft 365, which is apparently incompatible with Blackbaud. Help/support recommended clunky workarounds that don't actually work, rather than proactively enhancing compatibility
  • There should be a flag in constituent search to show which people in the results list are deceased.
  • Query isn't very user friendly. It should be simple to locate the information that you want to pull, and add parameters to that information. Instead you have to write multiple queries to set parameters, then write a query that looks at those other queries. It's time-consuming and easy to make mistakes, and the knowledge/proficiency is difficult to explain or transfer to new staff.
  • Blackbaud generally just feels like its technology is outdated. It wasn't built for the needs of a modern organization, and its developers have failed to make the necessary improvements over time to stay competitive.
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Microsoft
  • Small learning curve, obviously. You won't figure this out in a day, a week, or even a month. But given time, you can learn to be an expert. Or you can always get a consultant or hire in somebody. But learning the tool isn't out of the questions by any means.
  • Licensing can be confusing at times and isn't cheap, but it is cheaper than Salesforce. Plus no additional fees for data calls to better integrate your D365 CE data with other systems.
  • The Classic user interface left a bit to be desired, but now with the much-improved Unified Interface, the web client and the mobile client look the same, much more modern, and have more flexibility and power behind them for customizers as well.
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Likelihood to Renew
Blackbaud
We've covered a lot, but mostly because we are happy with the system overall. There are a few kinks, and sometimes it takes a minute to figure out the right wording to pull a report or the best way to code a new category that we want to track. But Blackbaud is always there to help us, and once things are figured out - they are super simple to replicate. It wouldn't be worth it to switch to a new system and lose of all our information and time put in to mastering the system
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Microsoft
CRM has allowed us to keep all of our data in one place that is easy for all users within the company to view. I came into the company after they had been using CRM for about 4 years. They have all said that since we have used this it has helped us control work processes better, it has allowed us to be able to track things so much better, and has been something that has helped unite many processes that used to be all over the place. We are currently using CRM 4.0 and are planning on upgrading in the next 18 months to the 2011 version. Support for 4.0 is almost all but dried up. Understandably so. Some of the customization we have done, and a plugins we use, are now contained within the 2011 version so we are looking forward to that upgrade. We use an email marketing company as well, and they primarily support the 2011 version, but their product connects and is integrated within CRM. This is a great benefit as well so that all of our marketing information can be contained in one location.
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Usability
Blackbaud
No answers on this topic
Microsoft
The usability is easily adopted for users familiar with other Microsoft products. Dynamics 365 has several interfaces that cross over browsers and tablets. These multiple interfaces will be phased out and updated to a single unified interface eventually to provide the same usability across all devices. The backend configurations is slowly improving with the introduction of PowerApps compared to pre-D365 Online versions
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Support Rating
Blackbaud
I have not personally had to reach out to Blackbaud CRM Support, because we have a central office that manages the Blackbaud CRM relationship. However, any time I've reached out to our support team, there is nothing they can't figure out by utilizing the support they receive from Blackbaud CRM. I've not had any issues that have gone unresolved, and they can always get things done in a timely fashion.
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Microsoft
Our partner, Ledgeview Partners has been FANTASTIC to work with. They are always timely in their response and have taken time to understand our business and our specific needs. We've made a lot of advanced customizations and they have been a great help in making those updates.
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Implementation Rating
Blackbaud
Most of our issues were self-inflicted and related to BB's work. We did not "staff up" correctly, our data to be converted was not in great shape and we set some unreasonable goals. With BBs help we were able to clean our data and prep it for conversion and we adjusted the goals to be more achievable with the timeline we were given. We found the BB staff to be responsive and focused, especially when working on-site with us.
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Microsoft
We used a data warehouse to house our data, and our IT team and implementation vendor worked diligently ahead of time to construct idea implementation plans. Out of millions of records- we had less than a dozen errors, which is remarkable. My major insight is simply having a group of completely devoted individuals working towards your goal who fully understand the desired outcome. Focused resources for implementation season are critical to success.
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Alternatives Considered
Blackbaud
Blackbaud CRM is more robust and has better functionality. It is necessary for a bigger fundraising shop. Blackbaud Raiser's Edge and NXT worked well in smaller organizations with fewer users and fewer donors/prospects. RE was more affordable than CRM was for the smaller organization.
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Microsoft
Microsoft Dynamics was part of a system overhaul for a local school, and we looked at many products. If we had used it for a company with low turnover, then it might have been more feasible. They needed something a new person could learn quickly, someone who might also be learning marketing terms at the same time - especially if there is nobody to train the individual now expected to know the system. Similar issues occurred with all of these programs (we called it being too big for their britches), and one of the bigger things we liked was that it is more compatible with MS Office products in both technical and visual appeal. If you have a steady employees who use a CRM consistently, low turnover, and those who are very familiar with Office products, Dynamics would be the smartest option for you. Unfortunately, this was just not true for the school environment
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Contract Terms and Pricing Model
Blackbaud
No answers on this topic
Microsoft
On our purchase, I'd been interrogated about our usage. Our needs are met by Microsoft Dynamics 365, which is simple to use. With so much data and information available, we must ensure that it is presented correctly to managers. Due to a lack of use, we don't have to spend as much money on Salesforce.
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Professional Services
Blackbaud
No answers on this topic
Microsoft
My company's preferred program right now is Microsoft Dynamics 365. We use it to keep track of customers and important sales metrics in a streamlined manner. Anyone familiar with CRMs will find the tool extremely useful. Considering that we have a good turnover, this product will be used for its basic segments. As a result, there are few chances of error with Microsoft dynamics because it is so easy to use. Many options for recording data on these leads are available. It meets our needs and pays off.
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Return on Investment
Blackbaud
  • Change is always expensive and painful, but CRM is worth the time and effort. One immediate benefit is improved transparency internally, especially for internal accounting, controls, and compliance departments.
  • Cloud hosting helps cut cost and demand on organization staff. Improves access and meets compliance on every level.
  • Ability to make global changes to recording donor phone communication makes it a one-stop resource for a well-run development team.
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Microsoft
  • For those without a centralized, all in one solution for major HR, Finance and other departments, Microsoft Dynamics 365 has vastly improved employee time utilization and profit.
  • Migrating clients from on-premise to the cloud has reaped benefits including better security, no unscheduled downtime and frequent updates to functionality.
  • Those transferring from cheaper solutions have lost money in the aim to be better integrated with other Microsoft products and AI they don't really utilize.
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ScreenShots