Microsoft Cloud for Nonprofit Fundraising & Engagement Assessment

Wipfli LLP

Microsft Cloud for Nonprofit Fundraising & Marketing: 12 Week Assessment

Agenda/Description: Fundraising and Engagement is part of Microsoft Cloud for Nonprofit and powered by Dynamics 365. It’s a relationship management platform to help nonprofits modernize constituent engagement to increase their mission impact. The Microsoft Cloud for Nonprofit Fundraising & Marketing: Assessment & Requirements Gathering is an 8–12 week service that is highly recommended to any nonprofit that is interested in implementing fundraising and engagement (F&E) and Dynamics 365 Marketing successfully.

Core Activities:

  • Detailed gap analysis between F&E and requirements
  • Create key user personas
  • Map processes to F&E and Marketing
  • Extend platform
  • Create F&E Configuration Plan
  • Create D365 Marketing Configuration Plan
  • Change management

 Deliverables: Documentation of functional requirements and required configurations

Wipfli helps our customers leverage solutions across Microsoft cloud solutions to fuel growth, agility, effectiveness, resiliency, and security.

Wipfli has consistently earned recognition as a top Microsoft partner including earning the 2021 global Microsoft Nonprofit Partner of the Year Award and the 2019 Microsoft US Partner Award - Partner for Social Impact.

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