Getting Familiar w/Microsoft Dynamics 365

[AWS]

Microsoft Dynamics 365 is a cloud based, next generation business application. It provides an analytical method of keeping track of the customers' needs, records, transactions, behaviors and/or trends, etc... Microsoft Dynamics 365 combines two separate systems known as Dynamics AX (ERP - Enterprise Resource Planning) and Dynamics CRM (CRM - Customer Relationship Management). Because its Cloud based, changes are tracked and stored in the same place. Microsoft Dynamics 365 is a leading CRM solution in the Charity and Non-profit sector. It helps boost and track fundraising efforts, increase volunteer engagement and keep all efforts organized and trackable by making all things visible via dashboards. These analytical tools/dashboards allow the organization to track inventory, orders, deliveries and shipping status. This application allows integration with other Microsoft business applications such as: Office 365, Outlook and/or Azure.

 

 

 

 

 

 

 

 

Non-profits are responsible for keeping track of and reporting numerous amounts of data to Stakeholders, Board Members, Volunteers, Donors and interested parties and Dynamics 365 CRM provides the Database to bring these various departments together. It also has Grant Management and tracking which can automate reminders for Submissions and/or Renewals. Donor tracking provides a method of Acknowledging gifts via email notification while keeping track of progress. All of these features are protected using General Data Protection Regulations (GDPR). Data is encrypted and uses rigorous standards set by the Microsoft Security Assurance Team to protect data. GDPR ensures regular data backups to protect the Organization from disastrous Data Loss.

 

 

 

Dynamics 365 on Microsoft Learn

 

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