Customer Engagement & Dynamics CRM Forum

Data Management in Nonprofits With Microsoft Dynamics CRM

By Mohona Dutta posted Jun 01, 2021 05:50 AM

  

Microsoft Dynamics CRM 365 helps nonprofits to build strong relationships with donors, volunteers, and clients daily. They have created a solution that changes a powerful sales and marketing tool into a robust CRM tailored to non-profit needs.

It provides a powerful yet user-friendly solution that can accelerate your operations which is both flexible and budget effective in nature coinciding with your nonprofit requirements. And in a data-centric world, if you’re using any sort of fundraising software to help you manage your nonprofit’s operations mostly you must have gathered a profusion of data in your database.

Data Management In Nonprofits With Dynamics CRM - AhaApps



However, if you have started working with this data, you’ve probably come across a very common issue-too much of the data for your consumption.

A clean and well-maintained Dynamics 365 is certainly a blessing when it comes to generating insights, but it can also quickly become overwhelming for your team struggling to paddle through the sea of information.

Luckily, you can still regain your control over the database and all of its useful components with the help of a few data management best practices.

Cleaning is a Bliss

Keeping a clean CRM database can help you avoid many problems. As a nonprofit, you have to manage a whole lot of things-details of donors, statuses of grants, time schedules of volunteers, and then take care of the budget too! Keeping an organized Dynamics 365 database can help you run your operations efficiently.

Untidy data can have a snowball effect engulfing everyone on its way and this is perhaps one of the reasons why so many nonprofits lose control of their data– even after investing in the best tools and software to gather it.

Roll up your sleeves and start to clean right away keeping the database clean.

Integration is Effective

When it comes to integration, Dynamics 365 has an excellent collaboration record. It can work well with old legacy systems as well as your new Office 365 application. It’s of the reasons that a lot of organizations-big or small are turning to Microsoft for transforming their businesses.

Once the data is clean and organized, integrate your existing nonprofit software into a central Dynamics 365 solution. Its core function is to act as a centralized database for all of your nonprofit’s engagement with donors, volunteers, campaign managers, sponsors, etc.

You usually have three options for merging your various donor data solutions– integrating your existing platforms, customizing your existing software to perform well, or investing in a new, robust Dynamics 365 platform that already covers the built-in features that you require.

Segmentation for Easier Analysis

With Dynamics 365 and its predictive analysis, you can divide your donors as per the trends, behavior easily. Once you have organized and integrated your database, you can create different sections for your donor, sponsor information.

Segmentation lets you quickly view any trends in your data, using the info you’ve already gained access to and enhanced for the association. Dynamics 365 helps you organize the information into various categories based on geographical location and you can create awareness programs based on certain areas and issues that trouble those locations. Or, based on the companies your donors or sponsors work for, organize corporate philanthropy programs.

Uniformity Helps Abundantly

Now once you have spent time, cleaning, organizing, integrating data, it's time for you to think a little hard on your data management strategy. Creating a plan for uniform data management across all systems and applications will help you avoid challenges in the future.

A few basic practices can help eliminate tons of trouble in managing data. Without proper standardization you will come across difficulties and creating a uniform method to handle them will help. Such as deleting invalid contact the moment you come across, removing details of donors, sponsors who haven’t been active for a significant amount of time, deleting duplicate data, etc.

Taking care of your data can free up some time for you to work towards your mission rigorously and efficiently.

With a tool like Microsoft Dynamics 365, managing data should be the least of your worries. To know more about Dynamics 365 and how it can help you run your mission successfully, connect with us today.
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