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


Official Fundraising & Engagement and Dynamics 365 Marketing Implementation

Core Activities:

  1. Assessment & Requirements Gathering Detailed gap analysis between F&E and requirements; documentation of functional requirements and required configurations

  2. Fundraising & Engagement Implementation (Microsoft Dynamics 365 Sales) 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. Online Fundraising and Event Pages Implementation Creation of one (1) online fundraising page Creation of one (1) online peer-to-peer fundraising campaign Creation of one (1) online event registration page Integration with web analytics Integration with payment gateway

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


  1. Implementation and configuration of F&E (Microsoft Dynamics 365 Sales) out of the box experience
  2. Core configuration of Dynamics 365 Marketing
  3. Custom User and System Administration trainings
  4. Outlook and SharePoint Integration
  5. Post Go-Live optimization

About the Partner:

We’ve helped nonprofits leverage technology to enhance impact for more than 22 years, with a focus on ensuring mission success for organizations of all sizes. Our team understands that modern fundraising requires external marketing and outreach, and we uniquely bring to the table our deep experience in online engagement using our Soapbox Engage apps to provide a one-stop shop for all your fundraising needs on the Microsoft platform.

At a glance