Microsoft Dynamics 365 for Diocesan Charity Brno
We have implemented a solution on the Microsoft Dynamics 365 platform to Diocesan Charity Brno and interconnected it with already implemented Microsoft Office 365. CRM solution in cloud has unified data on donors, projects, volunteers and its activities into one system. Thanks to this, management has gained an overview of activities of individual regional units as well as the entire organization.
Thanks to the CRM solution, the customer has gained the following benefits:
- centralized system for administration of organizational data;
- the possibility to track fundraising (from a lead, through an opportunity, to conclusion of donation agreement);
- records on contact history as well as history of activities related to donations;
- visual view on data in form of dashboards and charts;
- the solution in cloud offers secured access to data from anywhere and any device;
- the possibility to use Word templates with automatically pre-filled data in the future;
- potential to manage marketing campaigns with the possibility of planning and creation of marketing actions;
- the system is ready for integration with third party systems and its further development.