How To Maximise Donor Relationships with Dynamics CRM?

Microsoft Dynamics 365, one of the world’s most widely used and popular Enterprise Resource Planning (ERP) and customer relationship management (CRM) solutions, has been assisting organisations and individuals across the globe to win more business, improve customer relationships, and be more productive. The best thing is that the benefits of Microsoft Dynamics 365 can be accessed by every organisation, including nonprofits.

One of the biggest advantages of Microsoft Dynamics 365 for Nonprofits is that Microsoft offers a wide range of generous discounts. Furthermore, it has created custom-made products like Dynamics 365 Common Data Service (CDS) that can hasten innovation for nonprofit associations.


Unarguably, Microsoft Dynamics 365 is a great choice for nonprofits as it provides a wide range of tools to streamline and optimise operations, service, and relationships with stakeholders such as volunteers, donors, sponsors, and more. In addition to these advantages, Microsoft Dynamics 365 can be leveraged to:

  • Track donations and grants

  • Manage donors, volunteers, sponsors, and benefactors

  • Unify and eliminate disparate systems

  • Integrate marketing and social media activities

Managing the donors: Nonprofits receive a majority of charitable gifts and resources from individuals and keeping a close check of every individual. Storing and retreiving their information is not an easy task by any standards. Dynamics 365 CRM helps nonprofits access this information and derive invaluable insights from it. This helps in attracting more donors, retaining more donors, creating more brand awareness, and increasing productivity and efficiency of internal processes, systems, and technology. Using Dynamics 365 CRM, nonprofits can create donor messages from templates and send out automated emails.

  • Creating campaigns: Dynamics 365 CRM can be leveraged to create specific campaigns for nonprofit organisations so they can derive more value from their fundraising campaigns. Using Dynamics 365 CRM, donors can easily register for nonprofit events and buy tickets with just a few clicks. It can also be used to access the history of donor interactions and contributions, reports on donor trends, and mailing lists (email and direct mail).

With its exceptional integration features, Dynamics 365 CRM for nonprofits helps nonprofit organisations assign tasks to team members, document and track donor interactions, and track fundraising activities on a calendar. In addition to these advantages, Dynamics 365 CRM can also be used to automatically process pledges, easily view donation histories, send acknowledgment letters, and effortlessly schedule recurring gifts.


At C.I.G Consultants, we provide a full range of services with our expertise with Dynamics 365 CRM for nonprofits to manage volunteers, grants, and donors from day one. Let's connect.


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