DonorSearch
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DonorSearch + Microsoft Dynamics 365 Integration

DonorSearch’s integration with Microsoft Dynamics 365 combines the power of DonorSearch’s top-of-the-line donor prospecting and Microsoft’s robust suite of tools to deliver cutting-edge nonprofit insights. This revolutionary technology empowers your organization to streamline workflows, develop enhanced engagement strategies, and drive better results for fundraising initiatives.

The logos of DonorSearch and Microsoft Dynamics 365.
A screenshot of the Microsoft Dynamics 365 product page.

What Is Microsoft Dynamics 365?

Microsoft Dynamics 365 (also known as Microsoft Dynamics or Dynamics 365) is Microsoft’s offering in the constituent relationship management (CRM) and enterprise resource planning (ERP) software spheres. Useful for nonprofit and for-profit organizations alike, Dynamics 365 features unified data storage, built-in artificial intelligence (AI), and simple sharing throughout the Microsoft suite for more powerful data analysis and application.

With DonorSearch’s Microsoft Dynamics 365 Integration, You Can…

  • Quickly access prospecting insights in your CRM for efficient strategizing and decision-making.
  • Update donor data in real time to monitor changes in wealth indicators, charitable giving history, Recency, Frequency, and Monetary Value (RFM) scores, and other key insights.
  • Create custom reports and visualizations that your entire team can reference throughout donors’ journeys with your nonprofit.
  • Automate workflows with top-of-the-line technology, saving your team time you can devote back to your mission.

Key DonorSearch + Microsoft Dynamics 365 Integration Features

  • Accurate, Actionable Prospecting Data
    • Within your Dynamics 365 CRM, you’ll have access to 60+ high-quality data points—from real estate holdings to stock ownership to charitable giving histories—that provide insight into potential donors’ ability, willingness, and readiness to give.
  • Multi-Functionality With Microsoft Tools
    • In addition to Dynamics 365, your nonprofit can leverage DonorSearch alongside other Microsoft Power Platform tools like Power BI, Power Automate, and Power Apps for more effective workflow management and data visualization.
  • Automated Wealth & Philanthropic Screening
    • Understand your nonprofit’s full fundraising potential by setting up triggers to perform screenings when specific actions occur, such as the creation of a new supporter record or processing of a donor’s first gift.
  • Custom Queries & Reporting
    • Keyword search capabilities allow your team to identify donors with specific interests or nonprofit involvement histories to inform your communications strategies for various fundraising needs and campaigns.

“The nonprofit world needs the fuel of integrated prospect intelligence to meet engagement and fundraising goals. Microsoft and Tech for Social Impact are thrilled with the opportunity to partner with DonorSearch in introducing this game-changing solution—the first-ever prospect research application built on the Microsoft Power Platform. This revolutionary blend of technology and intelligence will accelerate precise action and maximize results.”

 

—Microsoft Tech for Social Impact Team

Harness the Power of DonorSearch + Microsoft Dynamics 365