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RSM US LLP

Five Reasons To Use Microsoft Dynamics CRM For Your Non-Profit Organization

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While attending a recent fund raising event, I ran into a few end-users frustrated with their non-profit fund raising software.  The solution met their needs as a small nonprofit, however as the organization grew and required more detailed information, the shortfalls with the system became apparent.   The common complaint was the difficulty manipulating the information post-export.  Even though the solution is capable of exporting information to Excel or Word, these end-users found the integration less than seamless.

I found myself repeating the same top five reasons why not-for-profit organizations should use Microsoft Dynamics CRM as their system:

  1. The Non-Profit Solution for Microsoft Dynamics CRM includes out-of-the-box CRM functionality as well as customizations for Donation and pledge management, basic membership management, basic volunteer tracking, campaign management, Payment solution for online donations, and Excel dashboard reports
  2. Systems can be deployed in online or on-premise versions – discover the power of choice.  Microsoft Dynamics online and on-premise versions are built on the same technology so it is easy to move from one version to another
  3. Seamless integration to Microsoft Office Suite including Microsoft Word, Outlook, and Excel - common user interface between softwares
  4. Allows for quick redesign, automation, and integration of all business operations as business needs change
  5. Eligible non-profit organizations can qualify for a 75% discount – that's $9.99 per user, per month.

RSM is one of the few consulting firms offering specialized not-for-profit services, including implementing Microsoft Dynamics Constituent Management.   Our experiences are demonstrated in this white paper titled, Enterprise Resource Planning for Not-for-Profits.  ERP/NFP effectively utilizes and integrates resources – people, programs, assets, knowledge, and technology – throughout an organization to achieve higher levels of performance.

By:  Tammy Zeoli, RSM, Top Microsoft Dynamics Partner for Not-for-Profit Organizations, a New Jersey Microsoft Dynamics Partner

3 Responses to “Five Reasons To Use Microsoft Dynamics CRM For Your Non-Profit Organization”

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