Our nonprofit client was an independent, unbiassed organization dedicated to being a resource for its members, donors, beneficiaries and other interested citizens to help the community by working for children and adults and providing a better way of living for them.
Our client wanted to change their existing IT system which was being used by members, volunteers for maintaining data of donor contact details.
Before Microsoft Dynamics 365 was implemented, we ensured that a proper project plan was followed and the relevant steps were taken
Microsoft Dynamics 365 was implemented with different business areas covered under one solution through seamless integration between different departments. The implementation covered primary operational sections
Our client wanted to change their existing IT system which was being used by members, volunteers for maintaining data of donor contact details.
Their legacy system that was used for managing the contact details wasn’t integrated with the other internal systems, resulting in:
Before Microsoft Dynamics 365 was implemented, we ensured that a proper project plan was followed and the relevant steps were taken:
We also asked the client a few questions-
Microsoft Dynamics 365 was implemented with different business areas covered under one solution through seamless integration between different departments. The implementation covered primary operational sections such as-
Our client also required a custom module for their campaigns and awareness events. This tool was able to help them plan their budget and record payments, view event activities by time slots, as well as the resources and personnel booked for them. This streamlined their working process and unite all information about an event in a single place, sell their services, keep communication history, manage risks and evaluate event performance.
With Event Management in D365, we were able to manage the entire life cycle of an event which included
The major IT revamp included integrating D365/CRM with various systems, such as:
SharePoint Portal – Integrated D365 with SharePoint to store artifacts/documents in SharePoint. Integration Tool Used – SharePoint D365 Connector
SilverPop – Integrated SilverPop to send events invitations (emails) directly from D365. Integration Tool Used – D365 – SilverPop connector
Membership Portal – Integrated Dynamics 365 with the existing portal to automate member registration for an event through the company’s website. Integration Tool Used – Custom built connector.
6 months
The client felt that AhaApps was a savior. Being well versed with the technical knowhow of Microsoft products. They were at a loss before AhaApps came into the picture. They were handling the daily tasks, managing donor and fundraising information using several systems. But with the implementation of Dynamics 365, the team can breathe easy now. They feel that they can get their tasks done easily and work harder towards making lives around a bit better. All thanks to AhaApps.