Non-profit organization transforms donor management with a customized Microsoft Dynamics 365 solution

Kids Up Front needed to resolve challenges with its historical donor tracking to improve its donation reporting, program reporting, and gain more value from its system. The current system relied on manual and human-driven processes that lacked structure and systematic direction. Additionally, the organization’s ticket distribution system was inefficient and left room for error. It required significant investments of time and resources to ensure the system was functioning, leading to issues with tax receipt reconciliation. The organization contacted MNP Digital to establish a new CRM infrastructure based on Microsoft Dynamics 365 software to enhance its donor management.

MNP Digital sat down to understand the unique needs of Kids Up Front before proposing a customized solution to support their requirements for donor management. This tailored solution would extend the out-of-the-box software by developing a ticket and donor processing function based on Dynamics 365 for Sales. This extension to Dynamics 365 would provide the specific business functions that the organization needed to manage its fundraising effectively.

Over the coming months, MNP Digital reimagined the donor and ticket management systems of Kids Up Front through the implementation of Microsoft Dynamics 365, Microsoft 365, and Microsoft Azure cloud. was utilized throughout the process to provide user training and support to Kids Up Front employees. Additionally, new dashboards and advanced find reports were implemented with the support of internal super-users, providing an immediacy and depth of data that had been lacking in the previous system.

The implementation of Microsoft 365 enhanced the communication and collaboration of Kids Up Front across the country. The new donor system helped to identify new opportunities with national corporations that may have donated in some cities but not others, providing a level of transparency that wasn’t there before.

Additionally, new visibility into accounts and projects helped the non-profit organization mitigate the duplication of its digital marketing efforts. The integrated nature of Microsoft Dynamics 365 also enabled Kids Up Front to streamline the process of reconciling tax receipts for donors. The decreased need for manual intervention reduced both errors and risks from this process.

Microsoft 365 also enabled greater segmentation of the supporter database for the organization and supported Kids Up Front to deliver more targeted stewardship messaging. This helped to enhance its digital strategy, increase donations and event participation across Canada, and allowed Kids Up Front to get closer to its supporters. Kids Up Front has since partnered with MNP Digital for ongoing tech support.