Dynamics 365

Pros

Dynamics 365 help me connect with my customer and maintain a healthy relationship with them . Many customers come across form the Dynamics 365 in my small business.

Cons

It provides the least area of connection, as a user I would like to say although it is good but needs some corrections like exploring more with customers.

Pros

What I liked most about Dynamics 365 is its seamless integration with other Microsoft tools, especially Office 365 and Azure, which makes data sharing and automation across departments straightforward. Dynamics 365 also provides a wide range of modules that cover almost every aspect of business operations—from CRM and sales to supply chain and finance—allowing teams to work within a single platform. Its flexibility and customization options make it adaptable to various industries and specific business needs.

Cons

One challenge with Dynamics 365 is its steep learning curve. Some users may find the interface complex, especially when first setting up custom modules or workflows. Additionally, the licensing model can be costly, particularly for smaller businesses, as costs can accumulate quickly with additional features or modules.

Alternatives Considered

Reasons for Switching to Dynamics 365

Pros

My review is for Microsoft products, in general - not specifically "Dynamic 365". I am not very tech-savvy, so when I first started developing my Business Plan, I utilized the Operating System already installed on my laptop, which was Microsoft. As I was/am working alone, I discovered that my lack of tech-knowledge/skills had caused my personal laptop to crash/inadvertently downloaded malware. After the 3rd time that a patient/helpful friend "rescued" my laptop, he informed me he would be installing Linux as my Ops. This was/will continue to be a learning process, but the fact Linux keeps my files/system secure has made a believer out of me. I now advocate for Linux/Firefox/Mozilla/Google - they work well together, and they are operated primarily as non-profits (except Google, obviously). More importantly, NONE of their "updates" have EVER caused my laptop to "crash" or download corrupted malware files.

Cons

In order to make developing my business website easier on myself, I recently purchased a second laptop w/Microsoft as the Ops. However, I soon realized that Microsoft's "auto-updates" were continuously converting/moving my Google files onto Edge/Onedrive/Microsoft apps. I wasted hours of time "undoing" their "updates", and finally I took the device to my locally-owned computer repair shop. After explaining my frustrations, they immediately understood what I was referring to, and installed "Microsoft Stop" on my device - so far, so good...

Pros

Dynamics 365 has improved so much over the past 6 years I have been using it for NFP clients. The integrations with other products is getting better and the natural integrations with Microsoft products is fantastic. The whole Power Platform is really good now and Microsoft are constanting making things better and easier to use and configure. I love the low/no code as I am not a programmer but I have studied and learnt enough to be good at configuring Dynamics for my clients.

Cons

The licensing and the fact they stopped the not for profit grants for 5 free licenses. It is still reasonably priced, but for a NFP every cent counts.

Alternatives Considered

Reasons for Switching to Dynamics 365

Pros

Some improvements made in 2023 have made Dynamics much better than it was before for setting up screen views, arranging and filtering columns, and improved search options.

Cons

1) The cost of marketing is very high compared to other email marketing services
reporting can be complex, for example including fields from the associated account file is difficult or impossible when modifying the contact record search.