Dynamics 365 Nonprofit Accelerator Walkthrough
The Microsoft Dynamics 365 Nonprofit Accelerator extends and enhances Dynamics 365 with key capabilities tailored for nonprofit organizations. It provides tools for constituent management, fundraising, award and program delivery, with additional add-ons for IATI and Volunteer Management. This whitepaper offers a comprehensive walkthrough of its core components and functionalities, helping nonprofits leverage the platform for their unique needs.
Table of Content
Discover the Core Features and Benefits of the Dynamics 365 Nonprofit Accelerator
Introduction to the Nonprofit Accelerator
Overview of features designed to support nonprofit constituent management, fundraising, award, and program delivery.
Nonprofit Personas
Detailed descriptions of the primary nonprofit roles that benefit from the Accelerator, including Fundraisers, Award Managers, Program Managers, Field Staff, and Leadership.
Constituent Management
Extensible model for managing various nonprofit constituent types, such as Individuals, Households, Accounts, and Benefit Recipients.
Fundraising Capabilities
Tools for managing donor commitments, transactions, planned giving, memberships, campaigns, and designations.
Award Management
Framework for managing nonprofit awards including objectives, budgets, delivery frameworks, requests, awards, and disbursements.
Delivery Framework
Components enabling comprehensive tracking of nonprofit program delivery activities, from objectives and delivery frameworks to budgets, results, and indicators.
Project Management and Program Design
Add-on functionalities for managing theories of change and program items critical for achieving desired social impacts.
Case Management
Basic case management functionality with dashboards, work items, work item actions, needs, and indicators.
Administration Tools
Key components for application administration, including campaigns, designations, payment methods, membership categories, resource catalogs, and characteristics.
