Introducing Fundraising and Engagement Built for Dynamics 365 Sales - Heller Consulting

Introducing Fundraising and Engagement Built for Dynamics 365 Sales

Microsoft’s recent announcement of the launch of Fundraising and Engagement Built for Dynamics 365 Sales—truly opens the options for today’s nonprofits by offering an alternative to Blackbaud and Salesforce solutions. Officially launching on October 27, 2020, Fundraising and Engagement is Microsoft’s latest in a series of targeted investments the software company has been making over the past five years to support the nonprofit sector in achieving greater impact. Beginning with the creation of Microsoft Philanthropies in 2015, and the creation of the Tech for Social Impact division in 2017, Microsoft has systematically developed enhanced offerings to support nonprofits in modernization and digital transformation. And now, with Fundraising and Engagement, nonprofits have a new option for CRM that is tailored to their specific needs.

Dive deeper into Microsoft. Download the free guide: What to Know About Microsoft Solutions for the Nonprofit Sector.

What is Fundraising and Engagement?

Fundraising and Engagement is a free, open source solution built on top of the Nonprofit Common Data Model and Microsoft’s world-leading business application platform, Dynamics 365. Out of the box, the solution offers immediate access to real-time information on both loyal donors and prospects so you can engage them in a personalized way. Key areas of the solution include:

  • Constituent management, including individuals, households and organizational supporters
  • Preference, task and activity management
  • Address management for home, work and seasonal addresses
  • Prospect and opportunity management to manage the entire prospect and donor lifecycle
  • Gift processing, appeal and campaign management and financial attribution and reconciliation
  • Recurring gift management and processing
  • Event management, including processing offline registrations, ticket sales and donations
  • Fundraising and engagement business intelligence using pre-built reports and dashboards

The solution is backed by the full Microsoft stack, featuring:

  • Dynamics 365 Sales–which has been transformed to align with the Nonprofit Common Data Model to offer modernized constituent and donor management
  • Deep and native interoperability with Microsoft’s productivity tools, including as Office 365 and Teams
  • The Power Platform–a platform for enhancing and extending Microsoft’s applications, including Fundraising and Engagement, with customized workflows, automations and targeted business reports
  • Microsoft’s best-in-class cloud infrastructure – Azure – offering always-on, scalable resources in a pay-for-what-you-use model backed by Microsoft’s security, privacy and compliance tools

In addition, nonprofits can take advantage of additional elements of the Microsoft ecosystem – such as Customer Insights – and other Dynamics Apps, such as Dynamics 365 Marketing, Customer Service and/or Finance and Operations, as well as Microsoft’s Nonprofit Accelerator – to extend the solution beyond fundraising and engagement over time. And because Fundraising and Engagement is built on the Nonprofit Common Data Model, it can be easily integrated with digital solutions that are aligned with that model, either through an API integration, or simply by using the Power Platform to leverage one of the hundreds of pre-built connectors.

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What Does Fundraising and Engagement Cost?

While Fundraising and Engagement is available free to nonprofits through the Dynamics AppSource, it requires an Azure tenant and a Dynamics 365 Sales Enterprise license. Microsoft offers qualified nonprofits a $5,000 annual grant for Azure and offers Dynamics licenses at a 75% discount – about $28 per user per month. If you are already using Dynamics 365, you can add on the Sales app for just $5 per user per month.

Want to Learn more?

Watch the Webinar

Hear the real-world story of what Fundraising and Engagement the Microsoft technology stack has done for the Arthritis Foundation.

Watch the webinar now

Download the Guide

Read about key things to consider before moving to a Microsoft solution and how to evaluate pricing for nonprofits.

Download the guide now

Check out this client testimonial

See how Fundraising and Engagement is helping Right To Play scale their monthly donor program and expand into additional countries and reach more children in need.

Watch the video now

Watch a demo of Fundraising and Engagement

See the overall user interface, navigation, and constituent management.

Watch the video now

How do I get started with Fundraising and Engagement?

The Microsoft Tech for Social Impact team recommends working with an implementation partner to stand up the solution quickly and effectively, accelerate your time-to-value, and ensure the solution can work within your existing ecosystem and can be extended in the future as your organization grows.

Heller Consulting is trained and certified to implement and support Fundraising and Engagement through the Microsoft Tech for Social Impact (TSI) division. The Heller team has been working with MISSION CRM and the TSI team for some time and contributed to the Nonprofit Common Data Model that is at the core of the Fundraising and Engagement solution.

We are proud to be a Fundraising and Engagement Launch Partner, and we are ready to help you determine whether Fundraising and Engagement is right for you, develop a business case and roadmap, and implement and support the solution.

Contact us today

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About the Author

Catherine Moore
Catherine has served the nonprofit sector for over 20 years, defining and guiding the strategic pathway for technology, digital transformation, marketing, and fundraising at the Canadian Cancer Society and others. She is skilled at understanding and addressing the human concerns... Read More