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Is Dynamics 365 Right for Your Nonprofit?

by Josh Santiago
5 minutes read

Is Dynamics 365 Right for Your Nonprofit?

Non-profit organizations want to accelerate their missions and drive for a greater impact. Non-profit companies capture interactions with donors, partners, and sponsors, along with tracking grants, donations, and resources. They feed, heal, shelter, educate, and more. That may sound complicated considering limited budgeting and resources in most non-profit organizations; however, your company can record and track all of this in one single integrated system known as Dynamics 365.

Dynamics 365 is beneficial for your organization if you need to:

 Simplify organization processes

 Better understand client needs

 Simplify donation and pledge management

✔ Track trends and campaign marketing in social media

✔ Improve interactions with donors and volunteers

✔ Reduce costs

✔ Automatically sync company events and activity

1. Better understand community needs

Nonprofits are all around us, from planting trees to saving lives, they touch millions of lives each day. It would be hard to find anyone who has not been touched in some way by a nonprofit organization. This creates an opportunity to use Dynamics 365 to understand the community around your city.

2. Everything in one single integrated system

Microsoft Dynamics 365 gives a transparent complete view of your company. Having this benefits your members, volunteers, contacts, and most importantly your company. Microsoft Dynamics 365 captures all your contacts and information effectively into one integrated system. This makes it easier to find the information you need when you need it.

3. Manage grants

When applying for a grant for your non-profit, Dynamics 365 allows employees to easily manage and track grant management process from the time you apply to receiving a grant. You can automate reminders or renewals, and to make them visible to other members of your organization.

4. Donation and pledge management

Using Dynamics 365 you can track donor trends and understand what issues are most important to the community. With centralized customization view of your trends, activity, and analytics you can direct your efforts to specific issues and selected donors to increase traffic and achieve greater impact

5. Customize Dynamics 365 to fit your company needs

With Dynamics 365 you can create custom dashboards to fit your companies unique needs. Contact us for help extending Dynamics 365 features to its full capabilities.

6. Simplify the process

Using Dynamics 365 you can integrate everything you are familiar with into one system such as Office 365, Quickbooks, Microsoft SharePoint, MailChimp, etc.) You can send automated emails, and track contacts and leads directly into Dynamics 365. Sometimes you will need to synchronize and integrate data that is stored in other systems. Common data integration patterns are Broadcast, Aggregation, Bi-Directional, Correlation, and Migration Patterns.

7. Save money & reduce costs

With a limited budget and resources, the cost is one of the main priorities for a non-profit organization. Being cost-effective and finding an affordable solution should be important for any company, but most importantly in a non-profit organization. Dynamics 365 is the best, and most affordable, solution on the market today for not-for-profit organizations. With multiple options that Microsoft offers you can choose the best value and plan to fit your organization needs.

8. Track trends and create marketing campaigns

Track social media trends using Microsoft Social Engagement. Integrating Social Insights from Social Engagement helps businesses analyze, and spot trends in social media posts, people’s comments, etc. You can add Social Engagement charts and visuals to dashboards, or to an account, contact, or forms. Having this information allows a company to track what followers like, the best time for posting, and to create a stronger marketing strategy.

In Dynamics 365 you can create two types of campaigns: Quick Campaigns, and Marketing Campaigns. Marketing Campaigns are complex and detailed focused on your whole marketing efforts, whereas quick campaigns are focusing on a single activity and not tracking in as much detail as a marketing campaign. Both campaigns allow you to create activities, use marketing lists (contacts, accounts, or leads), and view responses to your campaigns.

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