Dynamics 365 For Nonprofits

Become A Connected Non-profit

Constituent relationship management framework to address all your non-profit needs in quick time.

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?

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

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.

Our Dynamics 365 Consulting 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
Configuration & Admin

Basic configuration and administration of Dynamics 365 to get your system up and running quickly
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.
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.
Financial System Integration

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

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