This session will introduce Dynamics 365 Sales and will explore how the solution can meet your business needs to effectively develop relationships, manage and service participant and volunteer networks, plan events, and track donations and grants.

Wipfli has extensive expertise implementing Dynamics 365 solutions for Nonprofits and by the end of your session you will gain an understanding of the capabilities of Dynamics 365 and how it can be leveraged to meet your needs.

Agenda

Introduction to Microsoft Dynamics 365
Review of core processes & current business challenges
Demonstration of Dynamics 365 and how it aligns with your business challenges

Deliverables

Learn how Dynamics 365 can streamline your processes and increase collaboration
Gain an understanding of Microsoft’s technology roadmap
Discover best practices within your industry

You will also gain a comprehensive overview of how Dynamics 365 brings integrated relationship management to Nonprofit organizations, which includes the following topics:

Finding and developing donors and key relationships
Managing and servicing participant and volunteer networks
Developing and executing programs and key initiatives
Planning and tracking events
Tracking and allocating grants & incentives
Segmenting and targeting key stakeholders
Eliminating duplicate data entry through portal integration with leading financial systems

Note

This session is for Business Leaders, IT, and Sales Managers.

Dynamics 365 in Nonprofits: 4-Hr Assessment

Wipfli LLP

Details

Links