Is Fundraising and Engagement part of CRM or ERP?
Fundraising and Engagement is part of Dynamics 365 Customer [...]
Is there an integration between Fundraising and Engagement and online donations? Can it connect with email platforms (e.g. Mailchimp) and events (e.g. Eventbrite)?
Yes, it can integrate natively for online donations via [...]
If we already have an instance of Dynamics, can Fundraising and Engagement be set up as a second Dynamics instance?
Yes, it can. However, if you use the current Dynamics instance to record [...]
Are the relationships between Contact and Company many-to-many?Â
The primary relationship between Contact and Company is many-to-one, e.g. an [...]
Can contacts be shared between Dynamics instances?Â
No, contact records in a Dynamics instance cannot be shared with users [...]
Can the application handle Volunteer Management?
Fundraising and Engagement does not provide any functionality around Volunteer [...]
How does the solution deal with Recurring or Regular Gifts?Â
Regular Donation functionality is native to Fundraising and Engagement. You can setup regular donations as [...]
Are you able to access the various connectors that Power BI Desktop has?  Â
The Fundraising and Engagement solution is built on Dynamics. [...]
What are the standard business process flows in Fundraising and Engagement? (e.g. equivalent flows like Lead to Opportunity from D365 Sales)Â
Fundraising and Engagement leverages the native Lead to Opportunity [...]
How are ‘scores’, ‘predictions’ and ‘ probability’ calculated? How do you configure the system to understand when a relationship is looking poor?Â
Predictive Scoring and Relationship Analytics are part of Sales Insights, an additional [...]