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


Official Fundraising & Engagement and Dynamics 365 Marketing Implementation including Gift Aid/Tax Efficient Giving

m-hance is a Microsoft Solutions Partner and leading provider of scalable Microsoft Dynamics solutions tailored for the Not-for-Profit sector. We’ve worked with over 100 Not-for-Profit organisations including Oxfam Ireland, Christian Aid, Concern Worldwide, Blood Cancer UK and Médecins Sans Frontières. Helping charities of all sizes to optimise fundraising campaigns, manage their volunteers, reclaim Gift Aid/Tax Efficient Giving and VAT, track costs, control purchases and much more through the solutions that we offer.

Included as part of the implementation, your organisation can expect to benefit from:

  1. An Assessment & Requirements Gathering session where we will complete a detailed gap analysis between F&E and requirements; documentation of functional requirements and required configurations.
  2. A Fundraising & Engagement Implementation which includes the configuration of your environment and out-of-the-box functionalities; and light configuration to meet your needs;
  3. Configuration of m-hance Gift Aid/Tax Efficient Giving SaaS module;
  4. Assistance with third-party Direct Debit/payment providers;
  5. A Dynamics 365 Marketing Implementation, involving core configuration; implementation of one email template and creation of one marketing segment and customer journey;
  6. Training & Support from our team including testing, documentation, UAT; User and system admin training and Post go-live optimisation 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 optimisation • Gift Aid/Tax Efficient Giving processing for your region.