Why Do Nonprofit Organizations Need Microsoft Dynamics 365?

narolasolutions
4 min readJan 7, 2021
Microsoft Dynamics 365 for non profit organization

Non-profit organizations operate a decent budget and resources. to maneuver towards their missions and expand their services, they have to seek out new and innovative ways. The simplest way is to team with donors, sponsors, and volunteers who could be curious about funding these organizations.

However, each organization works differently. People who use technological-driven nonprofit management solutions are certainly the leading players.

By using efficient Customer Relationship Management Solutions like Microsoft Dynamics 365, they will record and track everything during a single integrated system. There are more ways Microsoft Dynamics 365 helps nonprofit organizations to rise and grow.

Some of the key benefits are given below

  • Understand the community needs
  • Stay updated on the newest information with one integrated system
  • Effectively manage donation and grants
  • Customize Microsoft Dynamics 365 to realize desired results
  • Simplify the organization processes
  • Reduce costs
  • Create marketing campaigns

1. Understand the Community Needs

From planting trees to saving lives, nonprofit organizations support many lives every day. With Dynamics 365, such organizations get enormous opportunities to know the people and communities around the city. This helps in understanding their everyday needs, requirements, and far more.

2. Single Integrated System

By using Microsoft Dynamics 365, you’ll get one consolidated view of your entire organization and its processes.

This helps your team members, audience, and even the donors, or volunteers to seek out and track the knowledge they’re trying to find. The organizations also can store their contact information at one centralized location, in order that they can easily access the info whenever they have it.

3. Donation & Grants Management

When applying for a grant or donation for your non-profit, Microsoft Dynamics 365 enables employees to manage and track their fundraising processes. they will also set automated reminders or renewals and keep everyone updated on an equivalent.

With a centralized view of trends and activities, it becomes even easier to direct your efforts to repair issues and achieve greater impact. Using Microsoft Dynamics 365 you’ll track donor trends and understand what issues are most vital to the community.

4. Customize Dynamics 365

Using this platform, nonprofit organizations can create custom dashboards to suit their unique needs. To bring digital transformation to your organization, you’ll hire a Microsoft Dynamics 365 partner agency for smooth implementation & integration.

5. Simplify the method

Integrate everything into one system like Office 365, Quickbooks, Microsoft SharePoint, and other applications. you’ll also enable automated email sending, contacts tracking, lead management, and more using Dynamics 365.

6. Reduce Costs

As the nonprofit industry works on a decent budget and resources, it’s essential for the NPOs to seek out cost-effective CRM solutions. Microsoft Dynamics 365 for nonprofits is undoubtedly the simplest and most affordable solution available within the market today. you’ll buy the services that you simply require and save tons of your time and money over an equivalent.

7. Create Marketing Campaigns

By combining Social Insights to your ongoing process, you’ll enhance the business analysis capabilities and plan the strategies to outshine the competition.

This platform allows your employees to feature Social Engagement charts and visuals to dashboards. As a result, your company can track its followers supported interests, behaviors, demographics, and more. you’ll also determine the simplest time to post on social media to drive better engagement.

Above were the topmost benefits of Microsoft dynamics 365 for charities and not for profit organizations. If you would like to understand more about this platform, let’s dive deep into the ‘frequently asked questions’ series covered by us.

This would assist you in developing a far better understanding of the Dynamics 365 relationship management platform.

4 FAQ of Microsoft Dynamics 365 Not for Profit

#1. What’s Microsoft Dynamics for Nonprofits?

It’s a Constituent Relationship Management (CRM) system developed by Microsoft and configured to be used by the nonprofit community. This platform can help your nonprofit organization to create an entire structure of knowledge management tools and fundraising, engagement, and productivity.

If you’re a small idea of the Salesforce NSP, this CRM system is analogous in terms of CRM optimization and add-ons.

#2. what’s Microsoft Tech for Social Impact?

Microsoft Tech for Social Impact (TSI) may be a new initiative by Microsoft launched in 2017. Microsoft TSI is aimed toward empowering nonprofit organizations to embrace cloud technology to realize their missions more effectively.

There are three main aspects of the Microsoft TSI -

  • It offers nonprofits a good range of software for free of charge or at a premium price. The package will include quick access to the Office suite, Azure cloud computing services, and Microsoft Dynamics 365.
  • Microsoft TSI fosters collaboration on the event of open-source nonprofit resources, namely the Nonprofit Common Data Model (more on this below).
  • The company reinvests its profits from the nonprofit sector back to the 2 initiatives listed above also as in additional grants to nonprofit organizations.

#3. What’s the Nonprofit Common Data Model (CDM)?

It’s an open-source data model developed through Microsoft Tech for Social Impact initiative and therefore the efforts of other nonprofit field expert developers.

The Nonprofit CDM is aimed toward creating a universal way for nonprofit-specific data points, entities, and attributes. The goal of this model is straightforward — to make a uniform data language to make sure unprecedented simple data flow between applications.

#4. What’s the Dynamics 365 Nonprofit Accelerator?

The Dynamics 365 Nonprofit Accelerator is specifically designed to form Microsoft Dynamics 365 more immediately functional for nonprofits. The Dynamics 365 Nonprofit Accelerator enables quick access to

  • Nonprofit Common Data Model (CDM),
  • Pre-built workflows,
  • Program design templates,
  • Sample apps and dashboards.

Conclusion -

This CRM system fosters exciting development opportunities for the nonprofit tech world. If you would like to rework your nonprofit trust with technological innovation, leverage the capabilities of Microsoft Dynamics 365.

Narola Solutions has worked with many nonprofit organizations over the years and helped them achieve their desired goals. Connect with us to understand our services better.

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Narola Solutions is a 15+ years old company providing ERP & CRM solutions with Microsoft Dynamics 365 suite and Salesforce implementations.