Microsoft Cloud for Nonprofit Fundraising & Engagement Implementation

Fundraising and Engagement is part of Microsoft Cloud for Nonprofit and powered by Dynamics 365. It’s a relationship management platform to help nonprofits modernize constituent engagement to increase their mission impact. The Microsoft Cloud for Nonprofit Fundraising & Marketing: 12-wk Implementation is a12-week service that is highly recommended to any nonprofit that is interested in implementing fundraising and engagement (F&E) and Dynamics 365 Marketing out-of-the-box successfully. With this service, Wipfli can help your organization set up key out-of-box functionalities to support your fundraising, engagement, and marketing efforts.

Please note: It is required to execute Microsoft Cloud for Nonprofit Fundraising & Marketing: Assessment & Requirements Gathering prior to implementation.

Core Activities:

• Fundraising & Engagement Implementation
• Configure F&E environment and out of the box functionalities
• Creation of two (2) custom F&E reports
• Dynamics 365 Marketing Implementation
• Core Marketing configuration; implementation of one (1) email template
• Creation of one (1) marketing segment
• Creation of one (1) marketing customer journey

Training & Support

• Testing, documentation, User Acceptance Testing
• User and system admin training
• Post go-live optimization support

 Deliverables:

• Implementation and configuration of F&E out of the box experience
• Core configuration of Dynamics 365 Marketing
• Custom User and System Administration trainings
• Outlook and SharePoint Integration
• Post Go-Live optimization

Wipfli helps our customers leverage solutions across Microsoft cloud solutions to fuel growth, agility, effectiveness, resiliency, and security.

Wipfli has consistently earned recognition as a top Microsoft partner including earning the 2021 global Microsoft Nonprofit Partner of the Year Award and the 2019 Microsoft US Partner Award - Partner for Social Impact.