How To Manage Donor Data In Nonprofits With Dynamics 365?

Creating and nurturing relationships is vital for nonprofit organisations. They need to stay in constant touch with donors, sponsors, benefactors, volunteers, and members to foster relationships and ensure that the mission objectives are rightfully met. However, these activities can involve a lot of resources and this is where Microsoft Dynamics 365 CRM comes into the picture.

One of the best things about Dynamics 365 CRM is that it provides a relationship management system that helps nonprofits achieve their strategic, fundraising, and membership goals. In addition to this, Dynamics 365 CRM helps them gain a 360-degree, holistic view of the campaigns and relationships along with a wide range of opportunities for operational enhancements and cost savings. If this is not all, Dynamics 365 CRM helps nonprofit organisations make a smooth transition from the traditional spreadsheets of the bygone days and a siloed perspective to an organized and strategic view to facilitate real-time effective decisions.


Nonprofit organisations can leverage Dynamics 365 CRM to:

  • Clean old, redundant donor data

  • View all donors (pledged or planned) for better data forecasting

  • View the complete donation history of donors in a single place

  • Generate a prospect pipeline of donors and their standing in the pipeline

  • Evaluate the success of marketing campaigns

  • Manage donation targets and programs to support outreach and events

With Dynamics 365 CRM for nonprofits at their side, nonprofit organisations can engage constituents at the right time and place to garner support for a long time. Also, Dynamics 365 CRM for nonprofits helps them emphasise better on their fundraising and awareness activities besides understanding the behavior, patterns, and sources of the donations. It can also be used to gain complete access to donor engagement to spot issues, trends, and find out which marketing and awareness campaigns have been the most successful and which need attention or corrective actions.


Find out how certified CRM experts at C.I.G Consultants can help you with Dynamics 365 CRM for nonprofits. Call us now.

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