If you are looking to build solid and long-lasting relationships with donor organizations, fund providers, and volunteers along with your clients, then Microsoft Dynamics 365 should be your preferred CRM software. Microsoft has created a solution tailored specifically to meet the needs of non-profit organizations. This new solution is making quite some noise for Microsoft Dynamics 365 partners and Microsoft Dynamics consultants. This CRM solution will serve as a marketing and sales tool and help with various non-profit-specific needs.
Non-profits looking for a change can choose from three options: when and if they want to merge their donor data solutions, integrating the platforms, customizing the existing platform, purchasing a new solution with built-in features specific to non-profits (such as Microsoft Dynamics 365).
What is Microsoft Dynamics 365?
Microsoft Dynamics 365 for non-profits is a CRM system that is designed for the use of non-profit organizations. It is a solution that had been in the works for quite some time and has been evolving since its first introduction. It has finally become a feasible and intelligent database choice for many Microsoft Dynamics partners and Microsoft Dynamics consultants working with non-profits.
It is also interesting to note that the Microsoft Dynamics 365 element is one piece of a much larger system. It serves as the basic CRM structure on which a non-profit organization can build a complete set of data management tools and engagement, productivity, fund management application as it evolves.
Microsoft Dynamics 365 for non-profits is a user-friendly, robust solution built to accelerate the overall operations of non-profit organizations flexibly and on budget. It is the perfect software to compete in a data-centric world where every practice requires automation and streamlining. Most fundraising software can help manage essential data gathering. Microsoft Dynamics 365 for non-profits opens room for Microsoft Dynamics 365 partners and Microsoft Dynamics consultants to develop insights into the plethora of data they have on their hands.
What Issues Can You Solve With These New Insights?
With Microsoft Dynamics 365 for non-profits, organizations no longer need to worry about dealing with too much data. They can efficiently utilize that data and use it to reform their marketing and sales strategies. In addition, they can use it to uncover untapped areas and boost overall efficiency. The question, however, is, what features are there in this new and improved CRM for non-profits that can help achieve these benefits?
A common challenge for non-profits or any data-driven organization is managing a “clean” database. A well-maintained database is essential for companies that want to generate executive insights and gain visibility into how their data is being used. However, if a single team is manually handling this data or is working with an outdated legacy system, not only is this data lost, productivity and motivation are at an all-time low.
Fortunately, the new and improved Microsoft Dynamics 365 for non-profits addresses these challenges and helps you take the reigns of your database. You can easily view the valuable components and gain visibility. A clean CRM database allows non-profits to manage donor details, grants, schedules, budgets, and many more! Good management means operations are running smoothly, and that is the end goal of every business.
Another challenge Microsoft’s non-profit-specific CRM addresses is that of integrations. Microsoft Dynamics 365 has always been famous due to the multiple seamless integrations it offers. Microsoft has not disappointed its non-profit customers! The new solution can work very well with any legacy system. It can also be integrated with the new Office 365 Suite. Many organizations are turning to Microsoft Dynamics 365 for this very reason. It can transform its business with advanced integrations, regardless of business size and vertical.
Use Data Through Dynamics 365
Most non-profits clean their data, organize it, and then integrate their existing software into a central Dynamics solution. They use Dynamics 365 as a central database for their engagement activities with their stakeholders (donors, clients, volunteers, sponsors, campaign experts, media representatives).
Dynamics 365 allows segmenting data for easy-to-understand analysis, essential for organizations like non-profits that do not employ too many technical experts. For example, Dynamics 365’s predictive analytic capabilities allow non-profits to divide their donors as per trends reasonably easily without the help of an expert Dynamics consultant. You may need some essential support, but the solution is straightforward to follow. Once an organization has set up, organized, and integrated its database, it can create specific customizations and sections to meet its donor or sponsor needs, etc.
The purpose of this is to allow the organization to isolate trends in data quickly. With the help of Dynamics 365, non-profits can organize the information and data, categorized it based on locations, approaches, etc., and create awareness for marketing and sales experts. They can focus on a better, more refined, and advanced data management strategy for their business by using Microsoft Dynamics 365 for non-profits. They can address challenges across all systems and apps with the help of data analytics and insights. This will help them avoid any negative surprises in the future.
Why Should You Opt For Microsoft Dynamics 365 Consultants And Microsoft Dynamics Partners?
Microsoft Dynamics 365 consultants and Microsoft Dynamics 365 partners can help you equip your non-profit organization with valuable potential research data. This can open new avenues for fundraising and help unlock new initiatives. In addition, many third-party applications developed by Microsoft Dynamics 365 consultants and Microsoft Dynamics 365 can be integrated with Microsoft Dynamics 365 to empower non-profits with revolutionary technology that can help them achieve their goals and amplify their impact.
AlphaBOLD is a GOLD Microsoft partner and consultant with years of experience in Dynamics 365 implementation. We offer multiple Microsoft products and services such as Microsoft SharePoint services, Azure Synapse, Azure DevOps, and many more. By doing so, AlphaBOLD can customize and integrate the products to create a tailored experience for its clients. For example, many companies want to utilize SharePoint alongside Dynamics 365 because SharePoint provides excellent storage, document management, and team collaboration tools. Microsoft provides a native SharePoint integration in Dynamics 365, which AlphaBOLD can easily cater to as a leading Dynamics 365 and Microsoft SharePoint service provider.
Conclusively, Microsoft Dynamics 365 for non-profits can streamline data management and eliminate numerous challenges from extensive data management. Many organizations are still suffering due to the lack of a proper system to create a uniform method for data management and optimization. Most of these non-profit organizations are still manually working on data handling and spend significant time deleting duplicate entries, removing unwanted donors and sponsors, or adding details to their systems. Such organizations will significantly benefit from a data management solution such as Dynamics CRM to simplify, automate and streamline their data management process.
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