MS Dynamics for development work
April 06, 2017

MS Dynamics for development work

Brenna M. Humann | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User

Software Version

Online

Overall Satisfaction with Microsoft Dynamics CRM

Used for organization wide philanthropy/fundraising CRM as a donor database.

Pros

  • "Dashboard windows" in which users can see upcoming activities or contact lists are helpful.
  • Virtually endless sub-pages and add-on fields are helpful to collect lots of data.
  • Data updates across all pages quickly.

Cons

  • Filter or query searches are not user friendly and extremely hard to build, requiring the help of IT staff. This makes even pulling simple mail merge lists difficult.
  • Use of sub-page nesting makes it hard to see a contact's full info when clicking on an "activity" link set for that contact. Multiple sub-pages must be opened. This clutters up the workspace and makes it difficult to remember exactly what field to enter data in.
  • Dashboard windows are extremely small and don't keep a running script when you scroll or make changes, so they're almost unusable except for a quick look. If these could be expanded somehow, they'd be even more useful.
  • Helps me set activities as reminders for contacts.
  • Tracks lots of data for contact work.
  • Donor Perfect Online
MS was an affordable system for company use and predated my development work. MS collects lots of data, but is difficult to adapt for development work.
Perhaps better suited for sales use than donor development.

Microsoft Dynamics 365 Feature Ratings

5.0
Customer data management / contact management
7
Workflow management
7
Territory management
7
Opportunity management
3
Integration with email client (e.g., Outlook or Gmail)
1
Contract management
3
Quote & order management
3
Interaction tracking
7
Channel / partner relationship management
7
7.0
Case management
7
Call center management
7
Help desk management
7
3.0
Lead management
3
Email marketing
3
7.0
Task management
7
Billing and invoicing management
7
Reporting
7
3.0
Forecasting
7
Pipeline visualization
1
Customizable reports
1
6.5
Custom fields
8
Custom objects
8
Scripting environment
5
API for custom integration
5
7.0
Role-based user permissions
7
Single sign-on capability
7
1.0
Social data
1
Social engagement
1
3.0
Marketing automation
3
Compensation management
3
8.0
Mobile access
8

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