Overview of Fundraising and Engagement

The Fundraising and Engagement solution is part of Microsoft Cloud for Nonprofit and powered by Dynamics 365 Sales. It's a relationship management platform to help you modernize constituent engagement so you can increase mission impact. With Fundraising and Engagement, you can:

• Develop donor and supporter bases. Get a comprehensive view of constituents, such as individuals, households, and organizations, so that you can connect more effectively through personalized engagement. Increase donor loyalty and lifetime giving by understanding and addressing their priorities.

• Drive fundraising efficiency and reduce costs by automating key business processes. These business processes include donation, opportunity, campaign, and event management.

• Get an overall view of fundraising and financial outcomes. Eliminate the need for complex fundraising and financial reconciliation through end-to-end donation, revenue, and transaction management.

This solution relies on Azure services for features such as recurring gift processing and automated financial summaries. Fundraising and Engagement Azure Services is an Azure Resource Manager (ARM) template to help you deploy the required Azure services.

You can integrate LinkedIn Sales Navigator for Dynamics 365 with Fundraising and Engagement. This integration helps you enhance donor and prospect research with tailored approaches that use LinkedIn networks and interactions.

The Fundraising and Engagement solution organizes your efforts into areas—Development, Fundraising, Gifts, Events, Reports, and Configuration. Areas influence the navigation pane options you see to make it easier to work on closely related tasks. And it's easy to switch between areas, so you can work the way that works best for you.

Select an article to learn more about using Fundraising and Engagement features. The configurations and workflows included in these articles are examples. The details for your organization’s solution might be different.

Get started

• What’s new
• Integrations
• Frequently used terms
• Navigation
• Workplace
• Reporting

Development

• Overview
• Contacts
• Organizations
• Households
• Opportunities
• Funding reports

Fundraising

• Overview
• Campaigns
• Appeals
• Packages
• Marketing Lists

Gifts

• Overview
• Transactions
• Donor commitments
• Payment schedules
• Gift batches
• Bank runs
• Receipts
• Memberships
• Payments
• Gift aid (UK only)
• Import data

Events

• Overview
• Registration packages
• Event setup
• Event tables
• Invoice Me
• Event receipts

See also

Get started with Microsoft Cloud for Nonprofit
Licensing for Microsoft Cloud for Nonprofit
Support for Microsoft Cloud for Nonprofit
What is Microsoft Cloud for Nonprofit?