Not for Profit and Memberships: 3-Hr Briefing

We have worked with many Not for Profits and Membership bodies to implement Microsoft Dynamics 365; from membership management to fundraising databases. Through our experience and project implementation successes we have a built a great understanding of the sector requirements, common pain points, successful project approaches, and what NFP/Membership Dynamics 365 success looks like.

Our free workshop is aimed at those about to embark on a CRM journey and looking to discover more on Dynamics 365 and typical project approaches while being able to ask any questions and get answer from our CRM experts.

The session is flexible and will be tailored to meet your requirements and could be face-to-face or via Microsoft Teams. Below is a typical agenda.

Agenda

• Discuss your requirements, challenges, and current processes
• Overview of Microsoft Dynamics 365 features and benefits (optional demo)
• Optional: Overview of Rhythm - our charity/membership accelerator built on Dynamics 365
• Discuss integrations, migration, and any bespoke functionality and how this could be approached
• Discuss typical project approaches and share what we have found works and does not work when embarking on a CRM project
• Q & A: ask any questions that you have

Deliverables

At the end of the session you will have a high-level understanding of how Dynamics 365 could work for you, potential project approaches, and have any questions answered from our experts.

Please note

These sessions are flexible so the agenda can be amended - just let us know the key areas you are looking to understand and your desired session outcomes so that we can tailor this to you.