Fundraising and Engagement Consultation: 1-Hr Assessement

This one-hour consultation will connect you with one of Heller Consulting's seasoned nonprofit experts who can walk you through your questions about Dynamics 365, Fundraising & Engagement, and the Microsoft Cloud for Nonprofits. In this session, you will walk away with a clear picture of the Microsoft landscape and how Microsoft tools can support your nonprofit technology strategy.

Since 1996, Heller Consulting has been focused on helping nonprofits develop and implement technology strategies. After working with over 1,000 nonprofits across the United States and Canada, one thing hasn’t changed – our passion for helping organizations utilize the right technology to significantly expand the impact of their vital missions. Heller Consulting was a Launch Partner for Fundraising & Engagement and our team is looking forward to helping your organization navigate this new solution.

Agenda

• Introduction of Dynamics 365 Sales Enterprise, which is the prerequisite and foundation for Microsoft's Fundraising and Engagement solution, as well as the Microsoft Cloud for Nonprofits
• Discussion of the Nonprofit Common Data Model
• Review of the suite of Microsoft solutions and how they can be applied to common nonprofit scenarios
• Interoperability within and beyond the Microsoft Ecosystem

Deliverables

• Understand what Microsoft solutions are available for your organization and which ones are designed specifically with nonprofits in mind
• Examples from other organizations and industry best practices

Other Notes

• This consultation is designed for organizational leaders who are looking for more information about Microsoft and gain familiarity with how other nonprofits are bringing their technology visions to life using Microsoft products.