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 CRM
Microsoft Dynamics 365
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Blackbaud CRM
Microsoft Dynamics 365
Free Trial
No
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
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More Pricing Information
Community Pulse
Blackbaud CRM
Microsoft Dynamics 365
Features
Blackbaud CRM
Microsoft 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 management
00 Ratings
7.981 Ratings
Workflow management
00 Ratings
7.879 Ratings
Territory management
00 Ratings
7.160 Ratings
Opportunity management
00 Ratings
7.572 Ratings
Integration with email client (e.g., Outlook or Gmail)
00 Ratings
8.278 Ratings
Contract management
00 Ratings
7.961 Ratings
Quote & order management
00 Ratings
7.757 Ratings
Interaction tracking
00 Ratings
8.171 Ratings
Channel / partner relationship management
00 Ratings
7.362 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 management
00 Ratings
7.863 Ratings
Call center management
00 Ratings
7.850 Ratings
Help desk management
00 Ratings
8.457 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 management
00 Ratings
7.672 Ratings
Email marketing
00 Ratings
8.171 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 management
00 Ratings
8.171 Ratings
Billing and invoicing management
00 Ratings
8.054 Ratings
Reporting
00 Ratings
8.065 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
Forecasting
00 Ratings
7.667 Ratings
Pipeline visualization
00 Ratings
7.773 Ratings
Customizable reports
00 Ratings
7.476 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 fields
00 Ratings
7.678 Ratings
Custom objects
00 Ratings
7.572 Ratings
Scripting environment
00 Ratings
7.956 Ratings
API for custom integration
00 Ratings
7.861 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 capability
00 Ratings
8.869 Ratings
Role-based user permissions
00 Ratings
8.770 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 data
00 Ratings
7.843 Ratings
Social engagement
00 Ratings
7.643 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 automation
00 Ratings
7.665 Ratings
Compensation management
00 Ratings
6.834 Ratings
Platform
Comparison of Platform features of Product A and Product B
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
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.
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
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.
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.
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.
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
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.
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
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.
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.
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.
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.
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.
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
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.
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.
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.
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.