Conceptboard vs. Microsoft Dynamics 365 Marketing

Well suited - 1. Whiteboarding, brainstorming, designing, workshops, etc. 2. Templates - Pretty good repository of ready-to-use templates esp for project management, agile, etc. Less appropriate - 1. Anything that requires integration with existing enterprising software - limitations like no integration with Jira, Asana, etc. 2. Embedding anything related to images, videos, etc. The embed is not very smooth, it lags, and sometimes straight out doesn't work 3. Image search - Many competitors provide this feature and hence Conceptboard lacks here

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Having used both Salesforce and Microsoft Marketing, the integration is much tighter and the automation and workflow is much tighter using PowerAutomate. Reporting on tasks is better in Salesforce, but the ability to fully and quickly integrate into the Microsoft Azure stack is well worth the hassle of quickly generating reports.

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• Great user interface that's very intuitive and easy to use. This is an important aspect of collaboration, brainstorming sessions often involve a lot of people coming from different functions who may not be too familiar with these tools
• Allows users to see real-time changes and actions done by others from sticky notes/comments down to their cursor movements
• Lets users add/attach files and annotate/comment on each directly on the board which skips the hassle of having to look at files using different programs/platforms and referencing on the board

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• Builds dynamic audiences using real-time CRM and behavioral data without manual list maintenance.
• Triggers communications based on actions such as purchase, visit date, or post-visit timing.
• Manages high-volume transactional and lifecycle emails with consistent governance and compliance.

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• The sticky note tool glitches and behaves as if it were moving on a grid.
• PDF upload tool does not work fast. Maybe a PDF merge algorithm could be added.
• The selection area is not visible when dragging the eraser tool.

• Currently marketing is more contact centric, should add the flexibility of doing segmentation as well as customer journey on leads without associating with contact
• Pricing is based on number of contact, even if you are not marketing all of them.
• Cannot reuse the existing marketing lists created in CRM for marketing as seamlessly as in ClickDimensions, even though both uses the same Dataverse

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I wouldn't even think of renewing our use of Marketing 365. It's worthless

Microsoft Dynamics 365 Marketing is extremely usable in order to manage all of my organization's customer information across the organization. Further we use Microsoft Dynamics 365 Marketing to manage all of our marketing campaigns from beginning to end. Microsoft Dynamics 365 Marketing makes my organization more able to run a professional marketing strategy.

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Like all Microsoft corporation products, Microsoft Dynamics 365 Marketing comes with the extremely high-quality customer support that Microsoft corporation has become well known for. Whether it is the availability of twenty-four/seven customer support or the highly-trained, very friendly customer support personnel, Microsoft Dynamics 365 Marketing has the support you are looking for.

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Miro is a superior product with more capabilities and better suited for advanced users. We selected Conceptboard as a short-term solution that was low-cost compared to Miro but allowed users to create boards. Once users are versed in Conceptboard, they are better off using Miro which has more integration, better capabilities, and is overall a more complete product.

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While the cost was significantly more than other vendors we looked at, the tools are similar to our previous tool so conversion would be (somewhat) easy. We chose it because it directly integrates with Microsoft Dynamics CRM - which we integrated at the same time.

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• I can say that this tool is unique since its impact on our work team has been one of the best we have ever had since it allows us to exchange ideas in one place through boards, which is more fun with the video call function

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• It took a few months to get things in order and I believe I could’ve gotten started sooner, but I had to learn about it first

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info