Overview of Fundraising and Engagement

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Fundraising and Engagement is part of Microsoft Cloud for Nonprofit and powered by Dynamics 365 Sales. It's a relationship management platform to help you modernize constituent engagement so you can increase mission impact. With Fundraising and Engagement, you can:

  • Develop donor and supporter bases. Get a comprehensive view of constituents, such as individuals, households, and organizations, so that you can connect more effectively through personalized engagement. Increase donor loyalty and lifetime giving by understanding and addressing their priorities.

  • Drive fundraising efficiency and reduce costs by automating key business processes. These business processes include donation, opportunity, campaign, and event management.

  • Get an overall view of fundraising and financial outcomes. Eliminate the need for complex fundraising and financial reconciliation through end-to-end donation, revenue, and transaction management.

This solution relies on Azure services for features such as recurring gift processing and automated financial summaries. Fundraising and Engagement Azure Services is an Azure Resource Manager (ARM) template to help you deploy the required Azure services.

You can integrate LinkedIn Sales Navigator for Dynamics 365 with Fundraising and Engagement. This integration helps you enhance donor and prospect research with tailored approaches that leverage LinkedIn networks and interactions.

Fundraising and Engagement organizes your efforts into areas—Development, Fundraising, Gifts, Events, Reports, and Configuration. Areas influence the navigation pane options you see to make it easier to work on closely related tasks. And it's easy to switch between areas, so you can work the way that works best for you.

Select an article to learn more about using Fundraising and Engagement features. The configurations and workflows included in these articles are examples. Your organization’s solution will be similar, but some details will be different.

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Development

Fundraising

Gifts

Events

See Also