How Microsoft Dynamics 365 CRM can benefit Nonprofit Organizations

Is your nonprofit looking to get more donors without breaking your budget on technology? If you are looking for a solution that can help you raise more money to fund your mission, then Microsoft might have the answer.

Microsoft Dynamics 365 CRM solution Nonprofit can improve an organization’s fundraising capabilities by providing them with the tools and resources they need to nonprofit track and analyze campaigns.

A nonprofit can achieve its goals by building more relations with customers, clients, and donors. Dynamics 35 CRM for Nonprofit engages donors on an ongoing basis through the following tools.

Dynamics 365 CRM for Nonprofits:

1. Dynamics 365 Nonprofit Accelerator

Microsoft provides an out-of-the-box solution for nonprofit organizations. The application, Dynamics 365 Nonprofit Accelerator, contains numerous pre-built features including:

• Pre-built dashboards
• Workflows
• Sample apps
• Templates
• Customer engagement
• Content management
• Data connectors
• Donor profiles

Microsoft offers a significant discount on its CRM app package for nonprofits.

2. Custom-built Dynamics 365 CRM

Every Nonprofit Organization has its own needs and workflows. Furthermore, no organization wants to change its process to conform to the software. Therefore, an excellent customizable CRM is an ideal solution for a nonprofit organization that Beyond Key can customize your CRM to help:

• Improve donor relationships
• Streamline workflows
• Track event planning, fundraising, and Volunteer management.

7 Reasons why your nonprofit organization should switch to Dynamics 365 CRM:

1. Enable cooperation between departments.

With Microsoft Dynamics 365 CRM 360-degree view, you will fully view our organization’s status and performance.

Dynamics 365 CRM can help a nonprofit organization manage every aspect of the operation, including contacts, donations, volunteers, and memberships. Microsoft integrates with many other Microsoft applications like Outlook, SharePoint, Teams, Excel, and Dynamics.

Dynamics 365 CRM also integrates with other third-party services.

2. Grant Management

Microsoft Dynamics 365 CRM helps organizations quickly manage and track grants from the grant award’s initial application process. Furthermore, the Grant Management tool can automate reminders and renewals to ensure no opportunity slips by the organization.

3. Donor Management

Nonprofit organizations need to source their contributions, so they can focus their fundraising efforts.

Microsoft Dynamics 365 CRM for Nonprofits actively helps organizations cultivate a donor relationship. It tracks event attendances, phone conversations, email communications, and other points of contact.

You can run multiple campaigns simultaneously and target donors with future events, follow-up emails that will help donors remember your organization.

4. Volunteer Management

Building relations with volunteers is also a key objective for most nonprofit organizations.

Volunteers give their time and effort to support an organization’s cause, which is why it is essential for the nonprofit to manage and support these critical members of their community carefully.

With the help of Microsoft Dynamics CRM, you can easily manage and track your volunteer’s performance. Furthermore, this tool helps the nonprofit assign the right volunteers to the right project.

5. Event and Campaign Management

Many nonprofit organizations today rely on email communications. Sending emails to donors for future events or sending follow-up emails always keeps donors connected to your organization, helping a nonprofit maintain relationships with donors for the long-term, significantly impacting a nonprofit’s revenue stream.

Dynamics 365 CRM can help nonprofits quickly manage their email campaigns effectively. Dynamics 365 users can create custom segments of contacts. Nonprofits can use this information to target former donors interested in similar campaigns, or let supporters know how the community benefited from their contribution.

Dynamics 365 CRM plan conferences and track all email campaign stats. This event helps an organization generate reports and see how many donors are interested in your message.

6. Fundraising Management

With the help of Dynamics 365 CRM, organizations can clearly understand their donor’s behavior and source of donations. Dynamics 365 CRM observes the frequency of their contributions. Organizations can have a complete view of donor commitments, transactions.

7. Social Media Management

If a nonprofit organization wants to reach as many potential donors as possible, they need a strategy for using social channels such as Facebook, Twitter, and LinkedIn.

Dynamics 365 CRM can easily integrate with social channels like Facebook, Twitter, and LinkedIn, enabling users to plan, deliver and analyze social media campaigns. You can also schedule posts in Dynamics CRM for social media channels about future up coming events.

8. Microsoft Power Platform

Microsoft offers different Power Applications, which easily connect to Dynamics 365 CRM, which can quickly help an organization achieve its objective. The Power Platform applications include:

· Power BI — integration allows the organization to view better reports and dashboards.

· Power Apps — Allow organizations to build different applications as per their needs without much technical and code knowledge.

· Power Automate — Organizations can create automated workflows between their favorite apps and services to synchronize files, get notifications, collect data, and more.

Pricing:

Dynamics 365 offers discounted rates for nonprofit organizations based on Microsoft’s eligibility criteria:

Customer Engagement Enterprise Apps Price: $23.80/user/month

Includes online and on-premises dual-use Dynamics for Sales, Customer Service, Field Service, and Project Service Automation. Further discounts available when purchasing multiple apps.

Dynamics 365 Team Members Price: $1.80/user/month

Includes light use of Sales, Customer Service, Field Service, Project Service Automation, and PowerApps business applications, plus online and on-premise dual rights use.

Conclusion:

We at Beyond Key Systems understand how Dynamics 365 can streamline workflows and improve donor relationships. Having a cost-effective tool allows your team to spend more on the people you serve at your organization. We want to help. Learn more about what Beyond Key can do for your nonprofit organization. Contact us at contact@Beyond Key.com or visit our website, www. Beyond Key.com.