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Microsoft Dynamics 365 for Nonprofits: What do you need to know

Microsoft Dynamics 365 for Nonprofits is a product that you will encounter frequently in your vertical especially around this time. Among dozens of other CRM platform, you must be wondering why Microsoft Dynamics 365 is a perfect fit for your organisation? 

To begin with, Microsoft Dynamics 365 takes care of the security, data analytics, collaboration tools, and skilled resources which can help a nonprofit extensively. But it's not the main reason why we are writing this page and, it sounds bragging so much about the application itself (Although it's all true feature of it). 


What is Microsoft Dynamics for Nonprofits

Dynamics 365 for Nonprofits is a solution has been designed keeping the challenges and business structure of such nonprofits in mind. It has proven itself to be the most successful system which is depended upon by numerous nonprofits across the globe. 

With Dynamics 365 for Nonprofits, you get financial harmony in your operation that is integrated with your email, CRM, and infrastructure. It allows you to unify financials and operations across different charities, funding sources, memberships, and associations, and drive new operational efficiencies to support regulatory compliance and report, automate key functions, and is easy to learn for new volunteers. 

Donor and Client Management Software

Dynamics 365 will give you a complete view of donor engagement which will help you spot trends, issues, and find out what kind of drives are most effective so that they can have a greater bearing in the future. 

A nonprofit with membership schemes can also operate these programs through Dynamics 365, and manage data, such as relationships and previous interactions, along with processing member subscriptions, orders, and invoices. 

Here are the advantages of Donor and Member Management: 

  • View a donors' complete donation history in one place
  • Easily see all donors pledged or planned giving for forecasting data
  • Effortlessly generate a prospect pipeline of your major donors and then assess where they stand in pipeline
  • Better way clean old, redundant donor data
  • Evaluate the success of your marketing campaigns
  • An efficient way for the donation and / or pledge information to integrate with the Accounting team
  • Identifying donors and scheduling regular touchpoints to fortify relationships

How can Dynamics 365 help Not-For-Profit Organisation

Know Your Donors & Supporters by Aligning Program Needs

Modernise Donor Engagement

Attract, retain, and grow donors with tools that will tailor the donor experience and save staff time, including rapid donation management, payment processing, and constituent research powered by Linkedin Sales Navigator

Gain Deeper Constituent Insights

Use Dynamics 365 Customer Insights to align marketing and fundraising teams to create more meaningful constituent connections through unified data, connected processes, and AI-generated insights

Improve Marketing Effectiveness

Constituent Marketing Journeys, built on Dynamics 365 Marketing enables nonprofit marketing teams to personalise outreach to donors and volunteers based on their history and interactions with your organisation. Leverage pre - built segments, supporter journeys, and email templates

Earn Lifelong Donors

Build donor loyalty with Dynamics 365 Customer Service by empowering your teams with the streamlined data and unified technology they need to deliver seamless, personalised experiences

There are few major benefits for nonprofits that decide to make the move to Microsoft Dynamics 365 as their preferred CRM platform: 
Benefits Microsoft for Nonprofits
Dynamics 365 for Nonprofits

Advanced Cloud-based with easy-to-adopt system

Intelligent Constituent Engagement

Earn donors and volunteers for life with CRM capabilities. Take contextual information into every conversation and enable personalised interactions through a 360-degree view of donor and volunteer engagements

Modern Finance & Operations

Automate and modernise your financial operations for nonprofits of all sizes with Dynamics 365 Finance and Business Central. Monitor performance in real time, predict future outcomes, and make data-driven decisions to drive greater impact. 

Modernise Business Processes

Build no-code and low-code customer applications that automate routine processes and supply a structure with Microsoft Power Apps and Microsoft Power Automate. Using Microsoft Power Virtual Agent, embed bots within Teams to answer common questions or find documents, or embed Power BI reports within a Teams workplace. 

Do More With Your Data

Common Data Model includes standardised, extensible data schemas from Microsoft and its partners that are relevant to the nonprofit sector including constituent management, fundraising, awards, program delivery and impact tracking. The Nonprofit Accelerator extends the Common Data Model and includes sample apps, sample data, dashboards and documentation. 
Microsoft Dynamics 365 for Non Profit Organisation has a relatively low barrier to entry. All of the reasons listed above contribute to making Dynamics an advanced, cloud-based option that's relatively easier to adopt than comparable systems. Enterprise-level, standalone CRM platforms as well as other cloud-based CRM ecosystems can be more difficult to implement, configure, and customise. The Nonprofit Common Data Model plays a huge role in making Dynamics 365 a smoother chouce for many organisations. 

Is Our Nonprofit Eligible for Microsoft Open License?

Frequently Asked Questions about Grant Program from Microsoft

  • How do I apply for the nonprofit programs available to my organisation?

    Microsoft provides grants and discounts for eligible nonprofit organisations, including cloud services like Microsoft 365, Office 365, Azure and Dynamics 365, Surface hardware and on-premises software. 

    We will help you to get assessment about your organisation qualification from Microsoft.  

  • What are the eligibility requirements for Microsoft Nonprofit program?
  • How is eligibility for these programs determined?
  • How long does it take to receive eligibility validation?
  • How long does eligibility last?
  • What determines pricing for nonprofit products & services from Microsoft
Please contact us for more information and we will be very happy to help you for further assessment regarding eligibility for Microsoft License for Nonprofits. 

Metisc Commitments to
Non Profit Organisation

We're here to help Non Profits creating social impact through technology

Technology for Social Impact

Your organisation is entitled to get grants and discounts across Microsoft Cloud products including Azure, Dynamics 365 & Microsoft 365. We are able to help. 

Capacity Building

We provide training and learning paths so nonprofit employees can use technology to drive greater impact

Microsoft Partners

Metisc work with partners across Microsoft partner ecosystem, making us your reliable partner in Cloud technology to drive nonprofit digital transformation

Social Investment

Metisc have established a unique social investment model where incremental revenue is reinvested into causes for any social program through technology grants 


Industry & Solution Resources

Microsoft for Non Profit Organisation

When talking to CEO of Non Profit, Fundraising or Philantrophic Organisation, one of the first topic that comes up is bridging the revenue gap. Learn more on how to remain competitive during this difficult time financially

Microsoft for Fundraising donation

The NFP sector is complex, and there’s a lot to think about. How can you get more funds and grants? Are you keeping your clients and sponsors happy?

Find out the answer here ...

Microsoft for Fundraising donation

With this free guide, it helps you identify the five areas where NFP CEO's and leaders are failing when it comes to increasing donation RFM, and how to fix them.

Why Choose Us?

Since 1994, Metisc has been at the edge of of the ever - evolving enterprise software space. We have been here for businesses during key periods of transformation. 

Our staff have gone through Microsoft's rigorous certification and examination process to ensure that our solutions are world - class and are taking advantage of the latest innovations in CRM & Cloud technology.

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