Microsoft Dynamics 365 Customer Insights

Unified donor view: It helps to have sponsorship, donation history, engagement data and communication touchpoints in one place. Segmentation: the tools allow us to create specific audiences (long-term donors, people who haven't donated to special appeals, etc) and this has improved our campaign targeting. Marketing automation: through integrations with other tools, we can design automated paths and communications for new donors, saving time while improving consistency.

My entire customer & downstream patient contact information easily is stored on the system.

I really like the Journey feature that helps get to know your customers faster, engage with them and even establish new connections. The seamless connection with the Microsoft tools we already use makes the process flow easier and faster. Copilot addition is super helpful in finding faster what you are looking for. Overall, very happy with the product.

Implementation complexity: we need a lot of support from internal IT support UI learning curve: the interface is not always intuitive. Training is essential, especially at the beginning. Cost: for a mid-size non-profit organization like ours, licensing costs are quite high.

At least the way that our Dynamics 365 is setup, there is no pretty UI that allows the sales team to use it as a fully functional system including specific market dynamics & metrics. We have to utilize PowerBI as well, splitting these into separate packages makes working in the systems difficult.

At first, it is not easy to learn all the features. It takes some time to do it, sometimes the visualization process is slower depending on the complexity and the amount of data processed.