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How Microsoft Dynamics 365 CRM Benefits Not for Profit Organization

Non-Profits or Not for profit organizations work for the betterment of people and often operate on tight budgets. The staff is motivated by a cause rather than profits and growth. Resources are limited. That’s why they need to find the best value for their budget. Microsoft is aware of that reality and that’s why Microsoft Dynamics 365 CRM solution fits in the budget of the typical non-profit organization. Microsoft Dynamics 365 nonprofit can help and improve the fundraising time for them and can provide best practices to track and analyze campaigns.

A Non-Profit can achieve its goals by building relations with people who are going to put money in their pockets, whether those are customers, clients, or donors. Dynamics 365 CRM for non-profit helps engage donors on an ongoing basis.

Microsoft Dynamics 365 CRM for Non-Profits

1. Dynamics 365 Nonprofit Accelerator

 Microsoft provides an out-of-the-box solution for Non-Profit organizations. The application is called “Dynamics 365 Nonprofit Accelerator”. The application contains below prebuilt features which will help a Non-Profit to have a better and more robust application:

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

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

2. Custom-built Dynamics 365 CRM

A Non-Profit organization can also have a custom-built Dynamics 365 Non-Profit CRM and we at Beyond Key can help to build it which includes all features of the Non-Profit accelerator.

Every Non-Profit organization has its own needs and workflows. Furthermore, no organization wants to change its process just to fit in the contains of the software. So, a good customizable CRM is an ideal solution for a Non-Profit organization that can improve donor relationships and streamline workflow, track event planning, fundraising, and Volunteer management. Dynamics 365 CRM experts at Beyond Key can be partners for you in this journey of customization.

How a custom-built Dynamics 365 CRM for Non-Profit Organization looks like.

a. You can Integrate many Microsoft tools to Dynamics CRM so you can access them all at same Dynamics Instance.

Office 365 Apps

b. You can have access to all your custom entities and categories anytime.

Custom Dashboards

c. You can create different views for entity and fields to access them directly in a single view.

Active Donors

d. You can create multiple dashboards, charts, views based on custom entities and fields to view how your organization is performing.

Multiple Dashboards


9 reasons that will help your not for profit organization to switch to Dynamics 365 CRM

1. Unified View for all departments

With Microsoft Dynamics 365 CRM 360-degree view, you will gain a full view of what the organization offers and how it is performing.

Dynamics 365 CRM can help to manage every aspect of its operations like contacts, donations, volunteers, and memberships. Microsoft provides integration with many other applications like Outlook, SharePoint, Teams, Excel, etc., which users can access in the same Dynamics instance.

We can also help by integrating other third-party services that you need to connect with your Dynamics 365 CRM.

2. Manage grants seamlessly

Through Dynamics 365 CRM you can easily manage and track the complete grants process.  You can automate reminders and renewals to make sure no opportunity is missed.

3. Cultivate Donor relationships

Nonprofit Organizations need to have a good understanding of where their contributions are coming from so that they can channel their fundraising efforts effectively.

Microsoft Dynamics 365 CRM for Non-Profit can actively help organizations cultivate a donor relationship. It will keep track of event attendees, Phone conversations, Email communications, and other points of contact. This will help to develop a long-term relationship.

You can run multiple campaigns at the same time and target donors with future events, follow-up emails which will help donors to remember your organization.

4. Better Volunteer allocation

Building relations with Volunteers is also a key objective of every Non-Profit Organization.

Volunteers give their time and effort to support an organization’s cause. It becomes important that anyone who contributes to a nonprofit must be carefully managed and supported.

With the help of Microsoft Dynamics CRM, you can easily manage and track how your volunteers are performing and allow nonprofits to assign the right volunteers to the right project.

5. Making email communications effective

Non-Profit Organizations rely upon email communications and campaigns for sending out the message of new events to their donors.  Dynamics 365 CRM helps them to manage their email campaigns effectively. Users can create custom segments of contacts for individual campaigns, enabling nonprofits to directly target former donors who may be interested in similar upcoming campaigns, or keep supporters of previous campaigns in the loop and let them know how their contribution is being utilized.

It also gives you statistics related to the campaign performance like delivered, opened, and clicked emails. This will help the organization to generate reports and have a better understanding of effectivity of the campaign pitch.

6. Improving Fundraising initiatives

With the help of Dynamics 365, CRM organizations can have a clear understanding of their donor’s behavior and source of donations. It helps to observe whether they donate frequently, occasionally, etc. Organizations can have a complete view of donor commitments and transactions. Users can track them easily and can generate reports to have a better view and understanding of fundraising initiatives.

7. Social Media Management

Social media outreach is equally important for any Non-Profit organization. They need to make a strong strategy if they want to reach more and more potential donors. Dynamics 365 CRM can easily get integrate with social channels like Facebook, Twitter, and LinkedIn which enables users to plan, deliver, and analyze social media campaigns. Users can schedule posts in Dynamics CRM for social media channels for any future events.

8. Microsoft Power Platform

Microsoft offers many different Power Applications which easily connect to Dynamics 365 CRM Few applications are:

Power BI – Integration with Power BI allows organizations to view insightful reports and dashboards.

Power Apps – Power Apps allows organizations to build many different applications as per their need without much technical and code knowledge.

Power Automate – With the help of Power Automate organizations can create automated workflows between your favorite apps and services to synchronize files, get notifications, collect data, and save time.

9. Pricing

The best part of Dynamics 365 CRM is its cost-effectivity. Microsoft offers discounted rates for non-profit organizations if they are good with their eligibility criteria:

Some of the popular plans for NPOs are:

Customer Engagement Enterprise Apps Price: $23.80 user/month

Includes online and on-premises dual-use for Sales, Customer Service, Field Service, and Project Service Automation. Further discounts are 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.

Final Thoughts

Experts at Beyond Key are aware of the significant difference Dynamics 365 can make to a Non-Profit organization, streamlining their workflow, and improving donor relationships. With expenses reduced, more funding can be directed towards actively making a change in the world. To learn more about what Beyond Key can do for your Non-Profit organization, please contact us at [email protected].