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

What you can expect as outcomes of the engagement: Fundraising & Engagement is now part of Microsoft Cloud for Nonprofit, uniquely bringing together trusted and intelligent cloud capabilities to provide nonprofits with a holistic, connected platform that unifies disparate data and empowers nonprofit workers.

Our six core activities:

1. Assessment & Requirements – Gathering a. Kick-Off Workshop (getting to know each other) b. Presentation & documentation of basic functionalities c. Basic deployment Fundraising & Engagement, as well as Dynamics 365 Marketing d. Analysis Workshop (Personas, FIT-GAP)

2. Fundraising & Engagement – Implementation a. User-Management and team building b. Configuration of e-mail traffic (mailbox setup) c. Security roles, user account and user roles (Administration) d. Customization and configuration of the Fundraising & Engagement template and two custom reports

3. Dynamics 365 Marketing Implementation a. System configuration (Best-Practice) e.g., contact- and lead matching strategy b. Development of relevant marketing components e.g., implementation of one email template, one marketing segment and customer journey

4. Testing End to end test of the processes with key personas.

5. Training a. Basic knowledge about Dynamics 365 and Power Platform b. Fundraising & Engagement end to end-training c. E-Mail Marketing d. User and system admin training

6. Deployment Final use of the productive environment and setup of all system components for the GOLIVE.

Optional: Support: In addition, we recommend a coordinated support package. For further information do not hesitate to contact us.