Microsoft’s recent announcement of the launch of Fundraising and Engagement for Dynamics 365 Sales—a Microsoft solution built with MISSION CRM—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.
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:
The solution is backed by the full Microsoft stack, featuring:
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.
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.
The Microsoft Tech for Social Impact team is hosted a digital event to introduce Fundraising and Engagement to the nonprofit section. Here are three takeaways from that event:
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.
See how you can align fundraising with program delivery, finance and operations, as well as insights and reporting using this new solution.
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.
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