Dynamics 365 Funding and Engagement: Features and Benefits

Published: 10 August 2023

With Microsoft Cloud Nonprofit you gain access to Dynamics 365 Funding and Engagement, a relationship management platform powered by Dynamics 365 Sales.

For Not-for-Profit organisations, this could be an invaluable resource. It’s designed to improve your constituent engagement strategies (Constituents are a Not-for-Profits members, donors, volunteers, and partners—those people without whom the organisation would cease to exist).

Key features and benefits:

  • Campaign Management

Receiving one if not multiple marketing messages every day is commonplace. Your business needs a way to stand out. Campaigns need to be personalised, relevant and targeted to make a difference. Dynamics 365 Fundraising and Engagement, gives you invaluable access to insights about your supporters like donation amount or if the donation is in memory of someone. You’ll also be able to see where your donors are from and when they gave the donation. This information allows you to fully understand their preferences, enabling you to build campaigns that connect with them on a deeper level. Using the insights produced by Fundraising and Engagement like a donor’s preferred contact method can help you turn one-off donors into lifelong supporters. It also allows you to streamline and automate the key business operations behind your campaigns, donations, event management and more. Removing manual processes not only reduces cost but saves you time. This allows you to put your focus where it’s most needed instead of spending time on admin tasks.

  • Volunteer management and fundraising

Dynamics 365 Fundraising and Engagement simplifies volunteer management, making it easier to vet, approve, and securely store volunteer information. You can also document their skills and track volunteer hours for precise resource planning, streamlining your volunteer management and enhancing your charity’s impact. The platform also facilitates organising fundraising events by allowing you to coordinate costs, staffing, donations, and more in one central space. This holistic view of your event enables easier coordination, and custom-built reports automatically generated by the system help you analyse the event’s success. What’s more, Fundraising and Engagement makes it easier for you to assess the impact of your volunteers and fundraising endeavours. It provides you with a comprehensive view of your fundraising and financial outcomes. The platform offers end-to-end donation, revenue, and transaction management capabilities, eliminating the need for complex reconciliation processes. This streamlines your finances, ensuring accuracy and transparency in tracking and reporting, which is vital for Not-for-Profit organisations.

  • Relationship Management: Build strong donor and supporter bases

Fundraising and Engagement offers a relationship management solution. It allows you to have a comprehensive view of your relationship with stakeholders including organisations, individuals, potential donors, donors, and volunteers. All the information your fundraising teams need is held centrally. It’s easily accessible to everyone who needs it, fundraising teams, marketing teams, major donor teams, and other key stakeholders. This promotes improved collaboration within your organisation, enabling teams to work together seamlessly and effectively. It also gives you a complete understanding of your constituents, including individuals, households, and organisations. With this information, you can build deeper connections and engage with them on a more personal level. By addressing their priorities, you can boost donor loyalty and lifetime giving, maximising their support.


All of this makes Dynamics 365 Fundraising and Engagement an invaluable resource for Not-for-Profit organisations. Using the key features outlined above your organisation will experience huge benefits. It can help you build strong donor and supporter bases because of the strong understanding it can provide through analytics. You can build deeper connections, increasing loyalty and lifelong donations. It also allows you to automate and streamline processes saving time and money, allowing your focus to be where it belongs. Not only that but it also provides full insight into the success of your fundraising efforts ensuring transparency and accuracy in your finances. Ultimately by harnessing the power of Dynamics 365 Fundraising and Engagement, you can increase the impact of your Not-for-Profit organisation. If you would like to find out more about Dynamics 365 Funding and Engagement our sales team can answer any questions you might have.

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