Tailored session for Not for Profits and Membership bodies to discover Microsoft Dynamics 365, discuss requirements, and understand typical CRM project approaches.
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.
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.