If your nonprofit is considering a move to a platform approach to technology that includes sophisticated marketing capabilities, you might want to consider adding Microsoft to the list.
As with many other nonprofit technology vendors, there are continual changes and new offerings coming from Microsoft. That’s why I’m sharing some insights in this article to give you background and context for why Microsoft might be a good option for your nonprofit.
When it comes to marketing solutions, Microsoft has had a marketing offering since 2018 as part of its Dynamics 365 portfolio of business applications. At the beginning of September 2023, Microsoft combined Dynamics 365 Marketing with Dynamics 365 Customer Insights, its customer data platform (CDP) solution, into a single offering that’s now called Dynamics 365 Customer Insights.
Together the new, combined offering allows users to:
Essentially, Dynamics 365 Customer Insights combines a unified customer profile with the ability to create constituent journeys in near real-time at every constituent touchpoint. It’s a compelling offering for nonprofits that want to take their marketing to a more sophisticated level – creating multi-channel constituent journeys versus simply managing outbound email marketing.
It’s an advanced marketing product that is on par with Marketing Cloud from Salesforce. Like Salesforce offerings for nonprofits, Dynamics 365 Customer Insights is part of a broader set of integrated, cloud-based applications. Those organizations using Microsoft Cloud for Nonprofit for fundraising, programs, and volunteer management can benefit from a completely integrated marketing solution that shares a constituent database across business functions.
Here are a few key features of Dynamics 365 Customer Insights to give you a better understanding of what you can do with the product:
Now that you have some background, it can be helpful to assess your needs as you consider Microsoft Dynamics 365 for your nonprofit’s marketing efforts. For example:
If your nonprofit is interested in moving to a platform approach to technology, you might already be considering using Salesforce. If so, keep in mind that it’s not your only option. Microsoft solutions for nonprofits address fundraising, programs, marketing, volunteer management, and more, making it a strong alternative to Salesforce solutions for nonprofits.
As a Microsoft partner, our team at Heller Consulting is well-positioned to help you determine if Microsoft products are right for your organization, develop a business case and roadmap, and implement and support the solutions.