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

RSM Product Sales LLC

RSM’s official Nonprofit (NFP) Dynamics 365 Fundraising & Engagement and Dynamics 365 Marketing Implementation

RSM approaches Nonprofit clients holistically to enable them to achieve their mission using a combination of Microsoft technologies, organizational change, and deep industry expertise. Our differentiator is the ability to deliver all aspects of the Microsoft stack throughout a digital transformation process starting with a deep-dive assessment and strategic roadmap. Understanding the Nonprofit mission, we then address all aspects from fundraising to operations to financial management to analytics, based on a foundation of Azure-based security and business continuity. Our team understands the offices of the CFO, COO, and CIO and uses our unique "Power of Being Understood" methodology to jointly deliver real change.


    • Define Strategy – Understand motivations, business needs and executive sponsorship
    • Plan – Discovery and assessment
    • Ready – Operating model, implementation options
    • Adopt – Migrate execution
    • Govern – Business risks, policy & compliance
    • Manage – Operations maturity

Core Activities:

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

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

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

    • Discovery and assessment for Payment Processing (implementation not included)
    • Training & Support
      • Testing, documentation, UAT; User and system admin training; Post go-live optimization support


    • Implementation and configuration of F&E out of the box experience
    • Core configuration of Dynamics 365 Marketing
    • Custom User and System Administration trainings
    • Payment Processing recommendations
    • Outlook and SharePoint Integration
    • Post Go-Live optimization

*Pricing will vary based on project scope

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