Customer relationship management software is invaluable in boosting customer engagements and buildings relationships. The increasing need for nurturing engagements demands organizations of all types, particularly non-profit organizations, to adopt innovative customer engagement solutions.

For non-profit organizations, managing and nurturing the relationships with community of individuals (donors, volunteers, members, partners, and event attendees) and organizations that are part of supporter networks are critically important. Non-profit CRM solutions grabs the attention here.

Imagine, how non-profit organizations could transform the jobs like personalizing communication, keeping up with members, donors, and partners manually or using any office software. It would end up in a state of complete disorder and confusion.

Microsoft Dynamics CRM for non-profits is a smart choice for non-profit organizations. It organizes donor information, personalize donor communication, nurture follow-up based on past engagement, and enhances fundraising efforts with insights, and helps improve campaign performance.

Here we check how Microsoft Dynamics 365 CRM is excellent for building relationships with donors, clients, or customers and help non-profit organizations to achieve their goals.

Why Dynamics 365 CRM for non-profits?

Microsoft provides an innovative solution called Dynamics 365 Nonprofit Accelerator for non-profit organizations. The solution provides features which will help maintain and manage engagement with community of individuals. Here we delve into the details.

Centralized data

Unsystematic organization of data creates a mess for managing communication, follow ups, and others. The CRM provides an effective solution by centralizing data which helps organizations to manage the activities from within a single location. Users can view donation history, event participation, funds raised, volunteer working hours, and the connections with memberships.

Improve donor relationships

CRM (Customer Relations Management) platforms help non-profit people keep a watch on the prior activities of their donors, such as how much they have donated, when they gave, or what events they attended.

Using this information, non-profitable individual messages can be sent, such as thanks-note or money raising requests that match the interests of each donor. It makes the donors feel valuable and is more likely to be involved and reinforced.

Implement smart fundraising

Customer Relationship Management (CRM) comes with software built-in tools (Dynamics 365 non-Profit Accelerator) that makes it easy for non-profit organizations to understand what is actually happening behind the scenes.  

With powerful analytics and reporting features, these tools help you engage with donor behavior, campaign results and supporters. In simple words – they help you convert raw data into clear insight, so that you can take smart decisions and make strong relationships. With effective fundraising coordination capabilities, Microsoft CRM is known as CRM for fundraising management.

Improved volunteer management

Volunteer management is critical for organizations. With the growth of volunteers in a non-profit organization, there must be a close eye on everything like who volunteer, when, where and how long they serve are challenging. Microsoft CRM (Customer Relationship Management) helps simplifies the process through volunteer management.

• You can easily schedule shifts for volunteers
• Promptly notify updates to volunteers
• Track log activities and the contributions

Enhanced event management

The event management is a part of non -profit organizations to reach customers and increase fund raising strategies. Whether it is a charity opportunity, community performance, awareness programs, or money raising programs, managing every detail can be challenging. Microsoft Dynamics 365 CRM simplifies the event management with robust tools, so organizations have to be less bothered about the coordination and the overall functioning.

With Microsoft CRM, organizations can:

• Streamline registration
• Integrate ticketing and payment systems
• Track fundraising outcomes
• Invite attendees to upcoming events
• Update donor or volunteer profiles

Streamlined communication

Maintaining communication with community of individuals (donors, volunteers, members, partners, and event attendees) is key to maintaining long-lasting relationships. Microsoft Dynamics 365 CRM for non-profits, provides organizations with communication and collaboration capability through the integration of Microsoft Teams.

Omnichannel capability of CRM helps organizations to manage communication across various channels. With insights, organizations can facilitate personalized communication and create personalized marketing strategies to improve donor count.

Develop CRM for Non-Profit Management with Dynamics 365 CRM

Investing in non-profit CRM solutions is worth it for your non-profit organization. The choice perfectly fits in is Microsoft Dynamics 365 CRM. The feature that makes CRM fit for non-profit organization is Dynamics 365 nonprofit accelerator. This is the features that makes the difference – it eliminates data silos, enable insights and facilitate seamless data exchange.

As a certified Microsoft partner, IAX SERVICES, develops solutions based on entities and attributes commonly used by non-profits for fundraising, event delivery, awards, and result tracking. The nonprofit accelerator provides an architecture that perfectly blend with Dynamics 365 platform.

To learn more about the customized non-profit CRM solutions with Dynamics 365 for your non-profit organizations, connect with our Dynamics 365 consultants.

FAQ Section

Why should non-profits use CRMs like Microsoft Dynamics 365?

Non-profit organizations work in relationships with donors, volunteers, members and partners. Microsoft Dynamics 365 CRM helps to organize donor data, personalize communication, streamline volunteers and event management and to strengthen these relationships by increasing the efforts that raise money with insight.

What is Dynamics 365 non -profit accelerator, and how does it help?

Dynamics 365 non-profit accelerating is a special set of devices and features designed for non-profit outfits. This data eliminates the silos, enables real-time insight, and supports the spontaneous data exchange-which makes it easier to manage money from a centralized platform, events, awards, volunteers tracking, and more.

How does Microsoft CRM support volunteer and event management?

With Microsoft Dynamics 365 CRM, you can easily schedule volunteer shifts, send updates, track, contribute, and manage the event registration, ticketing and follow-up-all from a system. This simplifies coordination and increases overall efficiency for both volunteers and organizers.

Can Dynamics 365 CRM improve communication with supporters?

Yes! CRM integrates with email, SMS, social media and Microsoft teams, making you constantly and timely communication with your donor and voluntary community. Its omnichannel capabilities help deliver individual messages and create long -lasting relationships.