Microsoft Cloud for Nonprofit Fundraising & Marketing: 12-wk Implementation

Heller Consulting, Inc.

Official Fundraising & Engagement and Dynamics 365 Marketing Implementation

Core Activities:

  1. Assessment & Requirements Gathering Gap analysis between Fundraising & Engagement (F&E) and requirements; documentation of functional requirements and required configurations

  2. Fundraising & Engagement Implementation Configure environment and out of the box functionalities; Creation of two (2) custom reports;

  3. Dynamics 365 Marketing Implementation Core configuration; implementation of one (1) email template and creation of one (1) marketing segment and customer journey

  4. Training & Support Testing, documentation, UAT; User and system admin training; Post go-live optimization support

Deliverables: • Implementation and configuration of F&E out of the box experience • Core configuration of Dynamics 365 Marketing • Custom User and System Administration trainings • Outlook and SharePoint Integration • Post Go-Live optimization (5 hours of support per month included)

About Heller Consulting:

Since 1996, Heller Consulting has been focused on helping nonprofits develop and implement technology strategies. After working with over 1,000 nonprofits across the United States and Canada, one thing hasn’t changed – our passion for helping organizations utilize the right technology to significantly expand the impact of their vital missions. As a Launch Partner for Microsoft Cloud for Nonprofits with decades of fundraising experience, the Heller Consulting team is perfectly positioned to help your fundraising team get up and running on this solution.

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