What we know
Tools we've used properly, not just watched a demo of.
Anyone can list logos. Here's the same list with an honest opinion attached to each one, because knowing when not to use something is the useful part.
CRM
Dynamics
Dynamics makes a lot of sense if you're already deep in Microsoft. Everything is there, it just expects you to do things its way, and it's happiest when someone owns it properly.
What it's good at
- Sitting alongside Microsoft 365, Teams and the rest without extra logins
- Serious permission and compliance requirements
- Joining sales, service and operations in one place
- Power Platform when you need something bespoke on top
Where it gets awkward
- Licensing takes real effort to understand before you commit
- The interface can feel heavy for smaller sales teams
- Customisation tends to need someone who knows the platform well
- Small changes can take longer than the change itself deserves
Our experience with it
We mostly work around the edges of Dynamics: getting data in from websites and forms, connecting it to email and reporting, and making sure the people using it day to day aren't doing double entry.
Things we've built or connected
Web enquiries landing in Dynamics with the right owner and source
Data flowing between Dynamics and Microsoft 365 for reporting
Automations that removed manual copy and paste between systems
Usually in the same conversation