1. Scalable and customisable
One of Fundraising and Engagement’s most important characteristics is its scalability. It can be customised to fit smaller not-for-profits as well as larger organisations that handle more donors and funds. Microsoft Azure enables this feature on the backend as it allows users to scale and basically fulfill their desired level of performance with regards to fundraising-related functionalities. You should move to Fundraising and Engagement if you want to ensure that your CRM grows with your organisation.
2. The power of Microsoft technologies
As a complete solution built on top of Dynamics 365, Fundraising and Engagement is the natural choice for organisations who already work with solutions under the Microsoft 365 ecosystem. Before, organisations would have to pay more to integrate applications such as Excel and Teams with off-the-shelf products from Salesforce or Blackbaud. Now, with a solution that is native to Microsoft, there is less configuration required. For a more cost-effective and sustainable CRM, Fundraising and Engagement offers what you need for an all-in-one solution.
3. Microsoft’s TSI
The platform utilises Microsoft’s Common Data Model (CDM) for Not-for-profits, which encapsulates end-to-end NFP scenarios. This means that it not only comes with functionalities for fundraising, it also includes program delivery, case management, grants management and volunteer management. The CDM sets up a strong foundation for when organisations want to (in the future) use the platform beyond just fundraising.
Through the CDM, there is native integration, so there are more solutions such as Dynamics 365 Finance and Operations that can be connected. This is especially helpful with transactions, which must be reconciled with Finance and Operations. Through Fundraising and Engagement, this entire process can be streamlined, making it a solution that can actually help you run the entire organisation.