MS Dynamics for development work
April 06, 2017
MS Dynamics for development work
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.
- "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.
- 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.