Microsoft Dynamics 365 for Nonprofits: Benefits and Features
6 MIN READMicrosoft Dynamics 365 is a cloud-based platform that combines customer relationship management and enterprise resource planning functions. It is highly customizable and scalable, and you can integrate Microsoft Dynamics 365 with any business as a unified solution.
Along with business practices like marketing, sales, finance, and customer service, Microsoft Dynamics 365 is also a great fit for nonprofit organizations.
For a detailed idea of the benefits and features of Microsoft Dynamics 365 for Nonprofits, read this blog till the end.
Microsoft Dynamics 365 for Nonprofits is a cloud-based customized platform that looks into the functioning of non-profit organizations. As a tailored tool, Microsoft Dynamic 365 tracks and records functions donor relationships, fundraising activities, and similar other day-to-day operations.
Dynamic 365’s vast ecosystem offers diverse tools to assist non-profit organizations across the globe in enhancing efficiency and transparency. It also streamlines communication and collaboration with donors to ensure a greater impact.
To delve into the reasons to choose Dynamics 365 to streamline daily activities in your non-profit organizations, read this blog till the end.
Key Features of Microsoft Dynamics 365 for Non-Profits
The points below will highlight the key features of Microsoft Dynamics 365 for Non-Profits.
Volunteer Management
With Dynamics 365, nonprofit organizations can maintain a comprehensive volunteer record based on their skills, qualifications, training, and availability. Dynamics 365 also looks into automated records updating systems to ensure you can assign volunteers quickly while tracking the above criteria.
Event Management
Microsoft Dynamics 365 for non-profits also helps your organization efficiently host fundraising activities and programs. This cloud platform allows you to segment donors and sketch out the event attendees list conveniently.
Dynamics 365 also assists nonprofit organizations in setting donation goals, and event budgets, arranging event bookings, send personalized invitations and RSVPs to individual invitees. Furthermore, this platform is also essential to send follow-up emails to the invitees and register the donations.
Supporter Data Centralization
As a cloud-based platform, Microsoft 365 for nonprofits is essential to hold supporter data such as contact information, donations, and communication mode. Owing to its centralized structure to hold data, every employee can access them from their device. Therefore, you do not need to waste time searching for this information. This also eliminates the need to share and reshare these data with other employees as you won’t lose them easily.
- Reporting Microsoft Dynamics for nonprofits also comes with interactive dashboards, your team can access and edit them on a real-time basis as well. Microsoft Dynamics 365 for nonprofits offers AI-based insights that organizations can leverage to monitor behavior and engagement trends of the supporters. This also allows nonprofit organizations to assess the impact of initiatives and prioritize future activities.
- Donor Management This is another notable feature that makes Microsoft Dynamics 365 for non-profits a must. Through this platform, you can track donations, donor history, and preferences. This is essential to help you impress actual supporters and prospective donors and build a long-term relationship with them.
- Case Management With Microsoft Dynamics 365 nonprofit organization staff and volunteers can monitor and work on help requests and other issues of the donors and beneficiaries without wasting time.
- Donation Tracking With Microsoft Dynamics 365 for nonprofits, you can track donations and pin them by specific donors. You can also utilize the resources of this platform to track the progress of fundraising initiatives.
Challenges Organizations face without Microsoft Dynamics 365 for Non-Profits
To emphasize why Microsoft Dynamics for Nonprofits is the best, let’s take you through the challenges nonprofit organizations face with traditional data management processes.
- Manual data entry processes are time-consuming and lead to human errors.
- Non-centralized data storage makes sensitive information vulnerable to third-party threats.
- Multiple applications with no integrations.
- Inability to fulfill compliance requirements.
Perks of Choosing Microsoft Dynamics 365 for Non-Profits
Now that you know the functionalities of Microsoft 365 for nonprofits, let’s take you through the perks of opting for this platform for your organization.
- All-Round-View of Stakeholders With Microsoft Dynamics 365, you can keep track of every minute detail of individual donors and volunteers with real-time data. You can also monitor beneficiary data and transaction history. Dynamics 365 allows you to design customized dashboards as per your objectives. With this, you can get a comprehensive view of the daily activities of the donors and supporters and also receive AI insights to strategize collaboration plans with prospective donors.
- Ease of IntegrationYou can effortlessly integrate Microsoft Dynamics 365 with other Microsoft products such as Power BI and Power Apps to leverage in-depth insights and data visualization using the former. The latter assists in developing custom low-code or no-code applications. It also integrates seamlessly with Power Automate for automated workflows. In case you are wondering how to integrate Microsoft Dynamic 365 for nonprofits, you can hire experts and let them know of your requirements. They shall customize and implement this cloud-based platform, as per your need to ensure your nonprofit organization faces no major hurdle in daily workflow.
- Automation of Workflow Day in and day out, your team in a non-profit organization has to conduct several trivial monotonous activities. Regularly performing them can consume a lot of time that you can utilize to prioritize other tasks. To address this, you can integrate Microsoft Dynamics 365 for nonprofit organizations. As an AI-based platform, Dynamics 365 automates several tasks. This can include event management, email campaigning, and donor recognition among others.
- Data Flow Unification With Microsoft Dynamics 365 for nonprofits, organizations can focus on consolidating data regarding their supporters, financial operations, and fundraising records. This also helps eliminate information silos between team members and branches.
- Security Microsoft Dynamics 365 leverages top-notch integrated security tools. This is essential to help keep the data of non-profit organizations safe. You can detect threats, and prevent data breaches and instances of cyber attacks with this platform. Thus you can rest assured that every sensitive information of your nonprofit organization is safe here.
Bottom Line
To conclude, this is everything you must know about the features and benefits of Microsoft Dynamics 365 for non-profits.
Microsoft Dynamics 365 is a popular cloud-based customer relationship management platform. Evolving for several years, this platform is one of the go-to solutions for nonprofit organizations to streamline and manage their daily roles.
Frequently Asked Questions
With Microsoft Dynamics 365 for nonprofits, organizations can access several tools to segment donors, track their history, and automate personalized communications. They can also plan targeted fundraising campaigns with Dynamics 365. These activities help organizations build strong donor engagements and improve their retention percentage.
Yes, Dynamic 365 is a scalable solution to ensure rapid growth for nonprofits of all sizes. As the nonprofit organization expands, you can keep adding new members, and include new features and modules without worrying about rebooting the system.
Yes, Microsoft also provides resources to support and train users in your nonprofit organization in different fields. This includes community forums, documentation, and online courses. You can also connect with our experts for any queries regarding integration or user training of Microsoft Dynamics 365 for nonprofits.