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?
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?
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)
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?
Predictive Scoring and Relationship Analytics are part of Sales Insights, an additional [...]
Are there examples of successful data migration? Are there known limitations of migrating data from old systems with over 20 years of historical information?
Barhead has done many projects requiring data migration from old legacy applications to Dynamics. For [...]
How many different switches are there? (e.g. Gifts, Development, etc.)
Fundraising and Engagement out of the box comes with [...]
Can the Fundraising and Engagement be used for a Membership program?
Yes, Fundraising and Engagement comes with a built-in Membership Management [...]
Can the Fundraising and Engagement tie into other programs such as Retail Express to track purchases?
Yes, it can. Barhead recommends to use Customer Insights to pull constituent records from various [...]