Dynamics 365 for Non-Profit Organizations and Charities

Dynamics 365 is essential when leaning towards a structured and flawless work process. However, basic CRM is not designed to cover some particular needs, and few impracticalities occur. Sometimes, they might be a stonewall.

In UDS Systems, the company specializes in Dynamics 365 and PowerApps development, we are proud of our specialists, whose years of expertise have brought positive results to our client’s businesses. We plan to keep pace and repeatedly prove that we arrive at the best solutions in customization based on a personalized approach.

In this article, we would like to share a couple of our best achievements in 2019.

Here are the main benefits of CRM (Dynamics 365 in our case) based on Platform over the custom systems:

  • MS Support 24/7
  • Microsoft releases new features a few times a year.
  • OOTB functionality and Modules can improve your business. As MS makes broad insights of the best business practices in various departments (Sales/Marketing/Services), you can follow the Flows like OOTB from MS.
  • Smart OOTB integrations with various MS Products: Office / MS Portals / PowerPlatform / Azure, and others.
  • Customization from UI (Forms, Views, Workflows, BPFs). Those customizations can be done by the experienced user with appropriate rights.
  • Various security settings. You don’t need to think about how to implement security in your system. All you need is to open the security module in Dynamics CRM and enable all settings by mouse.
  • You will not get stuck with your development vendor that has unique knowledge. Dynamics Development is standardized and moves from one vendor to another – thus, the development or support can be provided relatively easily.
  • Dynamics CRM can be deployed On-Premise or Cloud.

Bring all departments into one system. Non-profits need a complete view of their environment, relationships, members, volunteers, donations, or contacts. Microsoft Dynamics 365 will capture all your interactions in one place to bring all departments into one system and provide required services effectively

Manage grants. Dynamics 365 is the best choice for those organizations who apply for grants or distribute ones. Dynamics 365 provides a single view, allowing employees to manage and track grant management processes from the application to the award, automate reminders or renewals, and make them visible to other members of your organization.

Donation and volunteer management. If your organization depends on donation, you must understand what issues donor care about most, then direct your efforts to selected donors and finally, review performance to achieve greater insights. Dynamics 365, featuring Office 365 and PowerBI, allows to connect managers and fundraisers with donors and helps drive contribution.

Tailor Dynamics 365 to meet your organization’s unique processes. Make the system function the way you need, add additional features, and capture only the things you need. Use pre-built accelerators to fasten system customization, or contact us for help in extending Dynamics 365 features.

Automate the process. Unfortunately, some companies are still using non-productive and unreliable methods of data management separately (spreadsheets, Access database, Outlook, etc.). Using Dynamics 365, you can get more with less: keep using your favorite tools (Office 365, Quick books, Microsoft SharePoint, Mailchimp, etc.) and integrate them with Dynamics 365.

Connect with supporters on social media and track trends and campaigns. Let Microsoft Social Engagement analyze trends in Twitter, Facebook, Tumblr, and YouTube to measure your campaign impact, discover social insights about your brand, and let you understand the audience on a deep level.

Save money and reduce costs. Cost is very important for any organization, but especially for non-profit ones. Dynamics 365 allows to reduce costs and increase productivity. Microsoft allows non-profits to save up by offering very low pricing options (see below). Please visit Microsoft Product Donations program to qualify your organization as a Microsoft Non-profit Organization.

There are a variety of other situations when Dynamics 365 is suitable for non-profits or charities. If you have questions about this subject, please feel free to contact us!

Note: UDS Systems provides high-quality Microsoft Dynamics CRM & Dynamics 365 solutions, starting from CRM Online Customization and up to long-term On-Premise Projects with Agile methodology, industry modifications, and multiple system integrations for EU, AU, and US-based companies.