Dynamics 365 For Nonprofits – Congruent Software Inc

Dynamics 365 for Nonprofits

Helping nonprofits succeed with Dynamics 365 platform

I have Dynamics 365 licenses but don't know how to proceed

Just sit back and let us take care of it.

Our geeks would work their magic to have you up & running in a jiffy with basic configuration and customizations to suit your needs.

I want to extract the maximum out of Dynamics 365

We are here to help you realize your desires!

Our experts perform comprehensive analysis of your existing Dynamics 365 and systematically help you bridge the gaps.

I Need A Dynamics 365 Quick Start For My Nonprofit

We have a ready-to-use framework for you!

Our experts have developed a time tested custom Dynamics 365 framework for you. Customize, or use the framework with basic nonprofit features to save time, cost and to get your nonprofit up & running in quick time.

Congruent is specialized in providing Constituent Relationship Management solutions to Nonprofits on Dynamics 365 platform. Our experience in implementing CRM systems for nonprofits has helped us to build a custom framework for managing donors, measuring event activities, optimizing operations and analyzing reports for clients.

Our Constituent Relationship Management Framework

  • Membership Management
  • Donation & Pledge Management
  • Grant Management
  • Integration of online donations
  • Constituent Management
  • Relationship Management
  • Financial Management
  • Event Management
  • Campaign Management
  • Social Media Management

Our Constituent Relationship Management Framework

Congruent’s Dynamics 365 Framework for Constituent Management

What We Can Do For Your Nonprofit Organization?

  • Member & constituent management

    Tracking an organization / individual / contact’s addresses, relationships, phone, emails, appointments, pledges, donations, orders, invoices etc.

  • Donation Management

    Track and manage donations related to a constituent, pledge, program or a campaign.

  • Pledge Management

    Track and manage pledges against a constituent, member, campaign, payments etc.

  • Campaign Management

    Plan and manage campaigns effectively. Track responses, donations, assign activities etc.

  • Event Management

    Track event responses, attendees, sessions, sponsors, vendors, event packages, donations etc.

  • Relationship Management

    Track donations, pledges gathered through relationships.

  • Financial Integration

    Easy integration with your ERP and other internal / external financial systems.

  • Integration of online donations

    Integration with payment solutions and gateways to collect online donations.

  • Customization

    Customize and configure Dynamics 365 with large number of third-party add-ons and connectors to meet individual business needs.

  • Unification of systems

    Connect all Microsoft products & other third party applications using our pre-built connectors or using a code free connector built with Microsoft Flow.

  • Dashboards and reports

    Customized dashboards and reports giving you a holistic view.

Why Congruent?

Why Congruent for Dynamics 365 Nonprofits

Why Congruent?

  • Congruent with its expertise in working with several nonprofits, has developed a constituent relationship management framework on the Microsoft Dynamics platform.
  • Tracking of constituents, donations, relationships, financial integration, and a whole lot of other features are addressed with this framework.
  • This ready-to-use framework saves enormous time & cost, as it addresses almost all the common needs of a nonprofit, instead of reinventing the wheel.
  • To address the unique needs, customization can be made on the framework rather than developing the whole solution.
  • The framework quickens the entire development cycle, making it easy to deploy, thereby enabling faster implementation to the customer.

Customer Success Story

Customer - Council On Foreign Relations

From an exhaustive process to an exciting experience.

Congruent helped Council on Foreign Relations in turning the exhaustive process of tracking and maintaining constituents into a breeze with the help of Dynamics 365.

Read More
Customer Story

Our Dynamics 365 Consulting for Nonprofits Approach

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    Our Dynamics 365 For Nonprofits Approach

    Requirement Analysis

    Defining what your Nonprofit requires and developing a basic model to explain how Dynamics 365 can help you achieve them

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    Our Dynamics 365 For Nonprofits Approach

    Configuration & Admin

    Basic configuration and administration of Dynamics 365 to get your system up and running quickly

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    Our Dynamics 365 For Nonprofits Approach

    Customizations / Add-ons

    Providing customization and add-on development, in cases where the out-of-the-box features of 365 doesn’t address your unique needs.

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    Our Dynamics 365 For Nonprofits Approach

    Data Migration

    Migrate your existing data/information both from Legacy data system and other documents to the Dynamics 365 database to access constituent information anywhere, anytime.

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    Our Dynamics 365 For Nonprofits Approach

    Financial System Integration

    Integrate Dynamics 365 with ERP system and other internal, external financial systems to track payments registered.

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    Our Dynamics 365 For Nonprofits Approach

    Online Donations

    Enable and track Donations, Grants made to the Nonprofits by integrating Payment gateways

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    Deployment, Training & Support

    Implement Dynamics 365 with all the necessary extensions for the Nonprofit and assist them with training and support to get the best out of it.

Become a Connected Nonprofit Today!

Experienced Dynamics 365 consultants who analyze your organization and deliver precise solutions tailored for your nonprofit needs.

Contact Us