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It’s not an unknown fact that technology can take an organization to a different level making it more efficient, productive, and generating a good return on investment.
As such it becomes a little tough for organizations who are still using old technology and are rummaging through several spreadsheets for information.
Microsoft Dynamics 365 takes care of the security, data analytics, collaboration tools, and skilled resources which can help a nonprofit extensively.
We know that nonprofits have to deal with multiple stakeholders, processes, and donation programs and a need for a solution that is smart, simple to navigate, secure, and most importantly customizable to their unique processes becomes extremely vital. As such Microsoft Dynamics 365 is a saving grace for them.
Let’s take a look at the ten most important reasons as to why Dynamics 365 is a better choice for nonprofits:
Single unit for operations
Nonprofits have to deal with multiple departments, volunteers, donors, sponsors sometimes at the same time and there are instances wherein they find themselves in an unusual position where they have to handle siloes of information.
Dynamics 365 CRM has the flexibility to bring all departments under one roof using a single database.
Customize Dynamics 365 as per the process
One biggest drawback of the donor or member management solution is that as a nonprofit, you have to adjust your business as per the features provided in the software. With Dynamics 365 CRM, however, you can custom-make the systems, amend it the way it suits your mission needs.
The use of pre-built accelerators makes customizing faster and easier.
A holistic view of the organization
All non-profit organizations consist of several entities such as constituents, volunteers, and beneficiaries. And they tend to overlap in various programs and may use different methods to interact amongst themselves.
Dynamics 365 CRM provides a comprehensive view of all the interactions that any person within any entity has with others, at any given point in time, creating a 360-degree span of the organization on a single dashboard.
Easy integrations with D365
Dynamics 365 can claim to integrate hundreds of tools with itself. It could be a Microsoft application Office, Dynamics GP, SharePoint, or third-party applications such as QuickBooks, Eventbrite, MailChimp, or HubSpot, the applications can be easily merged with it effortlessly.
Even Google applications like Gmail or Google Calendar can also be integrated.
Marketing tool for better campaigns
Several add-ons work right inside Microsoft Dynamics 365 which brings in robust email marketing capabilities. These add-ons help to send emails, tracking responses, click-thru rates, heat maps, and an assortment of other information, very conveniently.Several market surveys and events through these add-ons can be managed conveniently.
Effectively manage grants
The grants management system in a lot of nonprofits is unfortunately highly unorganized and poorly managed. When applying for a grant for your non-profit, Dynamics 365 lets employees easily manage and track the process right from the time it’s applied till the time it gets processed, released, and deployed at your organization.
The tool allows you to automate reminders or renewals, and make them visible for others as well. Dynamics 365 Grant Manager accelerator is an all-encompassing module that restructures the grants process from start through approval and awards to stay on time and within your budget.
Acknowledging gifts with Dynamics 365
Did you know that Dynamics 365 can enable custom gift acknowledgments to your constituents? With it, you will be able to set a specific email template to automatically fill in their receipt information and send acknowledgment instantly.
Donation receipts can be immediately sent after a donation is made.
Tracking donors’ progress
The Moves Management describes a constituent development starting from setting up their basic information to solicitation to ultimately forging a relationship to donations and gift acknowledgment.
Dynamics 365’s Business Process Flow gives a proper structure and characterization to your exclusive Moves Management process. The Business Process Flow directs you through and prompts you to collect the crucial data points required at every stage.
Saving and reduction of costs
One of the biggest pain points of nonprofits is cost. With an inadequate budget in hand and limited resources, the cost is one of the main primacies of a non-profit organization. Being cost-effective and finding a reasonable solution is a primary concern.
The Dynamics 365 Nonprofit Accelerator is a suite of sample apps, templates, and connectors explicitly designed to solve the most pressing scenarios that nonprofits encounter face while working towards their cause.
Rigorous security and compliance standards
Microsoft Dynamics 365 is a General Data Protection Regulation (GDPR) compliant product that handles data privacy concerns. Microsoft data centers are encrypted and use rigorous standards set by the Microsoft Security Assurance team to protect customer data and ensures regular data backups to guard you against any disastrous loss.
At AhaApps, we strive to make Dynamics CRM technology work in your favor so that you can make the world a better place. Connect with us to know more.