Fundraising and Engagement2023-01-10T06:22:09+00:00

Fundraising and Engagement

Solve NFP’s biggest challenges with a powerful and comprehensive CRM

Relevant, Affordable and Innovative Cloud Solutions to help Not-for-Profits

Microsoft’s New Fundraising and Engagement helps not-for-profit (NFP) organisations grow and retain donor base through a more effective constituent and donor management. Drive efficiency with an all-in-one system that improves transaction management, fundraising management, real-time dashboards and donor loyalty. This solution is part of the wider Dynamics 365 environment, a robust CRM platform that helps businesses and organisations bring customer data together to deliver more beneficial outcomes.

 

Built with Mission CRM, Microsoft released this solution to cater to the specific needs of the NFP industry. Empower NFP organisations by automating business processes and get an accurate picture of fundraising in real time.

 

Discover the future of the NFP sector 

Fill out the form to experience this comprehensive and innovative CRM and see how it is transforming the NFP landscape.  

Empower your Fundraising Team

Embrace Digital Transformation

Embrace digital transformation to increase fundraising effectiveness and reduce costs through automation.

Donor Loyalty

Gain more donors and maintain positive relationships by leveraging a purpose-built platform.

Personalised Engagements

Better understand your donors and constituents by rolling-out fundraising programs with personalised engagements.

Focus on Impact

Digitalise gift management, event management and payment processing to focus on more impactful work.

See How Fundraising and Engagement CRM Works

Crash Course in Fundraising and Engagement

Solution Features

  • Gain holistic views with access to donation history and suggested next best actions through Dynamics 365 Customer Insights
  • Track activities and access donor information through a user-friendly dashboard with timelines
  • Process payment, manage data and leverage business intelligence through Microsoft Azure and Power BI
  • Easily access data across applications and platforms with Microsoft’s Common Data Model for Not-for-profits

Customer Testimonials

“It’s really important to make sure that you have the right people working with you – in the business, in IT and on the partner and vendor side. I had that with our Marketing and Fundraising team, with our IT team, with Barhead, with the local Microsoft and Fast Track teams. It’s not just a question of quantity, you need to ensure you have quality people with experience, skills and a determination to make a program succeed.” 
Elvira Lodewick, General Manager, Marketing and Fundraising at Mission Australia
“After growing so much over the past ten years, what we were really looking for was partnership – someone who could deliver results now with one eye on the big picture. We also wanted to move forward quickly and efficiently. The stars aligned when we met Barhead.”
Andrew Penfold, Executive Director, AIEF

Enrich your NFP journey with Barhead Solutions

Barhead Solutions’ advisory service for Fundraising and Engagement helps organisations maximise the solution by expanding and customising it to meet specific requirements. As one of the first partners in the world to be trained by Microsoft for Fundraising and Engagement, it is one of the most trusted partners to work with for this solution. Additionally, the consulting firm’s expertise in the not-for-profit sector has been proven through numerous successful projects and has been recognised through the Microsoft Partner of the Year Award for Social Impact. 

  • Included Activities 

    • Functional and integration workshops
    • Review and assessment of current fundraising programs
    • Data management
    • Collaborate with other Microsoft applications – Outlook and Teams

  • Typical Scenarios 

    • Transitioning from an on-premise environment to a cloud platform
    • Customer and donor journeys need to be enhanced and automated
    • Processes could improve with a highly extensible and scalable CRM
    • Current users of Microsoft Office 365, Dynamics 365, Salesforce or Blackbaud Raiser’s Edge

  • Business Outcomes  

    • Quickly create real-time fundraising campaigns while automating communication
    • Real-time view and monitoring of cash flow and donations
    • Adopt a high-level design with recommended business processes, solution architecture, integration and data migration plan
    • Learn best practices and maximise investments during a high-level implementation project plan

Frequently Asked Questions 

How does Fundraising and Engagement fit into the Microsoft ecosystem?2020-11-13T04:42:43+00:00

The solution is built for Dynamics 365. For its core data structure, it utilises the Common Data Model (CDM) for Not-for-Profits. The CDM enables organisations to easily exchange data among solutions. For data transformation, merging and transaction processing, the solution uses a connected Azure tenant.  

How much is Fundraising and Engagement?2021-02-09T03:30:35+00:00

Fundraising and Engagement is free, and you can now get it from Microsoft AppSource. Since it’s an open-sourced solution, you can also get the source code from GitHub.

What services can Fundraising and Engagement integrate with?2021-02-09T00:55:53+00:00

Fundraising and Engagement comes with a wide range of extensibility features out of the box, so it can also access your data in other services (Microsoft or not) such as Excel, Teams and Outlook. It can also integrate with third-party services to extend its capabilities.

What are the requirements for Fundraising and Engagement? How does licensing apply? Do I get Power BI, Office 365, etc. in a single license pack?2021-02-09T02:50:17+00:00

Office 365 and Power BI are not mandatory requirements for Fundraising and Engagement; however, it will provide additional features and capabilities such as email tracking, receipting and advanced reporting. Fundraising and Engagement works in conjunction with Dynamics 365 Sales Enterprise full user license.

How many NFPs in Australia are using this solution at the moment?2021-02-09T03:09:29+00:00

Fundraising and Engagement was only launched in October. Barhead has gone live with some NFPs in Australia and are currently working with a few more in implementing the Fundraising and Engagement solution.

Is Fundraising and Engagement part of CRM or ERP?2021-02-10T22:36:49+00:00

Fundraising and Engagement is part of Dynamics 365 Customer Engagement (CRM) and not ERP.

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)?2021-02-10T22:36:37+00:00

Yes, it can integrate natively for online donations via Power Apps Portal or MISSION CRM portal add-on. You can use Power Automate to integrate with Mailchimp and Eventbrite.

If we already have an instance of Dynamics, can Fundraising and Engagement be set up as a second Dynamics instance?2021-02-10T22:36:31+00:00

Yes, it can. However, if you use the current Dynamics instance to record and manage your supporters, then we recommend to install Fundraising and Engagement in the same instance to best maximise its potential. 

Are the relationships between Contact and Company many-to-many? 2021-02-10T22:36:24+00:00

The primary relationship between Contact and Company is many-to-one, e.g. an employee (contact) can be associated with its primary or current employer (company). You can further use Connection and Connection Role to associate a contact with multiple companies or organisations as required, such as board member, former employer and church affiliations. 

Can contacts be shared between Dynamics instances? 2021-02-10T22:45:23+00:00

No, contact records in a Dynamics instance cannot be shared with users in another Dynamics instance. Depending on the requirements, you can leverage Customer Insights to consolidate contacts from multiple Dynamics instances (and other sources), enrich and form a 360-degree view of your constituents. 

Can the application handle Volunteer Management?2021-02-10T01:13:59+00:00

Fundraising and Engagement does not provide any functionality around Volunteer Management. However, the solution is built on top of Microsoft Nonprofit Common Data Model that covers end to end NFP scenarios, which include Constituent Management, Fundraising, Donation Management, Membership Management, Programs and Service Delivery, Grants Management and Volunteer Management.  

Barhead has developed a Volunteer Management solution built on top of the Nonprofit Common Data Model. Please go to https://barhead.com/20200724-webinar to watch our recorded webinar on the Volunteer Management solution. 

How does the solution deal with Recurring or Regular Gifts? 2021-02-10T01:16:16+00:00

Regular Donation functionality is native to Fundraising and Engagement. You can setup regular donations as Payment Schedules which specifies the required information such as the supporter, campaign, designation, payment method (credit card or bank account), frequency and amount. A background process hosted in Azure will check the payment schedule on a regular basis and connect with the payment gateway to process the donation automatically. 

Are you able to access the various connectors that Power BI Desktop has?   2021-02-10T01:25:08+00:00

The Fundraising and Engagement solution is built on Dynamics. You can leverage hundreds of connectors available in Power Automate to access other data sources and/or Power BI, and surface them natively in Dynamics. 

What are the standard business process flows in Fundraising and Engagement? (e.g. equivalent flows like Lead to Opportunity from D365 Sales) 2021-02-10T01:24:40+00:00

Fundraising and Engagement leverages the native Lead to Opportunity business process flow.  Additional business process flows can easily be configured to align with your Philanthropy’s processes such as Corporate Giving, Major Giving and Bequest. 

How are ‘scores’, ‘predictions’ and ‘ probability’ calculated? How do you configure the system to understand when a relationship is looking poor? 2021-02-10T22:50:18+00:00

Predictive Scoring and Relationship Analytics are part of Sales Insights, an additional add-on capability to Dynamics to continuously analyse the vast collection of constituent-interaction data stored in Dynamics 365 (records) and Microsoft 365 (emails). This is to better understand business relationships, evaluate activities in relation to previous successes and choose the best path forward.  

Please go to https://docs.microsoft.com/en-us/dynamics365/ai/sales/overview to read more about Sales Insights. 

Are there examples of successful data migration? Are there known limitations of migrating data from old systems with over 20 years of historical information? 2021-02-10T01:32:31+00:00

Barhead has done many projects requiring data migration from old legacy applications to Dynamics.  

For simple migration (and ongoing integration with 3rd party Fundraising platforms), Fundraising and Engagement provides Donation Import to upload, validate and create or update supporters and their respective donation records.  

For more complex scenarios involving interactions such as phone call records, notes, emails and large volume of records, we follow an ETL (Extract Transform Load) approach and use SSIS (SQL Server Integration Services) for the migration. Moreover, we only store recent transactions in Dynamics, such as 5-year donations, and the rest in the Azure SQL database. We leverage Power BI to provide transaction reports, dashboards and insights. 

How many different switches are there? (e.g. Gifts, Development, etc.) 2021-02-10T01:32:44+00:00

Fundraising and Engagement out of the box comes with the following areas – Development, Fundraising, Gifts, Events, Reports and Configuration. These can be easily configured if required to align with your organisational needs. 

Can the Fundraising and Engagement be used for a Membership program?  2021-02-10T02:42:34+00:00

Yes, Fundraising and Engagement comes with a built-in Membership Management functionality. 

Can the Fundraising and Engagement tie into other programs such as Retail Express to track purchases? 2021-02-10T02:19:49+00:00

Yes, it can. Barhead recommends to use Customer Insights to pull constituent records from various sources including Dynamics and POS system. This will help in enriching and forming a 360-degree view of your constituents. 

Why choose us?

  • Get best practice advice and learn to challenge the status quo for better business outcomes

  • Benefit from industry expertise and dedicated subject matter experts

  • Enjoy proven program management and technical ability to successfully deliver deployments

NFP Enablement Services

  • Service Delivery – Capture client enquiries such as initial assessments, case notes and funder reporting
  • Membership Management – Capture and review membership applications and renewals
  • Fundraising – Manage supporter relationship
  • Marketing and Event Management – Plan events and design journeys and segments for effective content targeting
  • Grant Management – Plan, create and manage projects and related activities such as time entries and expense claims
  • Volunteer Management – Promote and manage volunteering opportunities and applications

Get started with Barhead

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