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Dynamics 365 as Event Management and Fundraising Solution/Tool

  • 1.  Dynamics 365 as Event Management and Fundraising Solution/Tool

    Posted 23 days ago
    Hi,

    I am new here and this is my first post!

    Do anyone use and/or recommend using Dynamics 365 or other software for Event Management and Fundraising solution?  We are a small team with very limited IT resources, so our preference is a single out of the box soultion with minimum technical/functional customizations, if any.

    Your thoughts will be greatly appreciated?

    ------------------------------
    Peter Osazuwa
    STI6975
    Genève
    ------------------------------
    Conference-CRMUG_200x200


  • 2.  RE: Dynamics 365 as Event Management and Fundraising Solution/Tool

    TOP CONTRIBUTOR
    Posted 22 days ago
    Edited by Rex Kenley Tan 22 days ago

    Peter

    Yes, you can. You are essentially selling "goodwill" or "tax deduction".

    Microsoft also offers the Nonprofit Accelerator at no charge. Check the links below to see if this fits your needs.

    Nonprofit Accelerator - Dynamics 365 - Common Data Model

    Microsoft remove preview
    Nonprofit Accelerator - Dynamics 365 - Common Data Model
    With the Dynamics 365 Nonprofit Accelerator, you can develop nonprofit solutions based on entities and attributes that nonprofits commonly leverage for constituent management, fundraising, awards, program delivery and impact tracking. These entities include but are not limited to donor commitments, designations, transactions, awards, disbursements, delivery frameworks, results, indicators, benefit recipients and more.
    View this on Microsoft >



    https://github.com/microsoft/Industry-Accelerator-Nonprofit/releases
    https://www.youtube.com/watch?v=9pVacBYChv4



    ------------------------------
    Rex Kenley Tan, MCSA, MCSD
    Tallmadge OH
    https://www.youracclaim.com/users/rex-kenley-tan

    *Always be CURRENT with JavaScript & C#, NEVER be obsolete.

    DISCLAIMER: All views expressed on this site are my own and DO NOT represent the opinions of ANY entity whatsoever with which I have been, am now, or will be affiliated.
    ------------------------------

    Conference-CRMUG_200x200


  • 3.  RE: Dynamics 365 as Event Management and Fundraising Solution/Tool

    Posted 20 days ago
    Thank you Rex, are you using or used this Tool for both activities (event management and fundraising), if so, did you and/or your team needed to do significant customizations to fit your requirements?  I ask because on a quick review and exploring it further, it seems to get the best out it, we will need to custom it and as stated we have limited IT resources in-house!



    ------------------------------
    Peter Osazuwa
    STI6975
    Genève
    ------------------------------

    Conference-CRMUG_200x200


  • 4.  RE: Dynamics 365 as Event Management and Fundraising Solution/Tool

    TOP CONTRIBUTOR
    Posted 19 days ago
    Peter

    No, I have never worked with a non-profit.

    Please check the documentation
    https://appsource.microsoft.com/en-us/product/dynamics-365/msnfp.msftnonprofitcommondatamodel?src=retail&tab=Overview

    ------------------------------
    Rex Kenley Tan, MCSA, MCSD
    Tallmadge OH
    https://www.youracclaim.com/users/rex-kenley-tan

    *Always be CURRENT with JavaScript & C#, NEVER be obsolete.

    DISCLAIMER: All views expressed on this site are my own and DO NOT represent the opinions of ANY entity whatsoever with which I have been, am now, or will be affiliated.
    ------------------------------

    Conference-CRMUG_200x200


  • 5.  RE: Dynamics 365 as Event Management and Fundraising Solution/Tool

    Posted 19 days ago
    Thanks Rex!

    ------------------------------
    Peter Osazuwa
    STI6975
    Genève
    ------------------------------

    Conference-CRMUG_200x200


  • 6.  RE: Dynamics 365 as Event Management and Fundraising Solution/Tool

    TOP CONTRIBUTOR
    Posted 22 days ago
    A solution for Event management in D365:

    https://appsource.microsoft.com/en-us/product/dynamics-365/intelligentsystems.eventmanagement-05042019

    for managing live events and webinars etc. Dynamics 365 Marketing event management feature:

    https://docs.microsoft.com/en-us/dynamics365/marketing/event-management



    ------------------------------
    Sunil Raheja
    Aha Apps
    Glen Allen VA
    https://www.ahaapps.com/microsoft-dynamics-crm/
    ------------------------------

    Conference-CRMUG_200x200


  • 7.  RE: Dynamics 365 as Event Management and Fundraising Solution/Tool

    Posted 20 days ago
    Thank you Sunil,

    Useful to know, which I will explore further, although we are after a single tool for both activities, so it will be great if the solution also includes fundraising and not only event management.

    Thanks again.

    ------------------------------
    Peter Osazuwa
    STI6975
    Genève
    ------------------------------

    Conference-CRMUG_200x200


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