D365 ChMS for
Stay connected with your members
Offer world-class member service that leads to loyalty. Dynamics 365 for Faith-based unifies the way people experience your ministry—across self-service, peer-to-peer service, and assisted service.
Andrew Ho, CIO,
Global Strategy Group
"Here are the two biggest reasons for why we chose D365:
Seamless integration between its CRM and PSA modules
It goes without saying that D365 met all our business requirements. However, what’s notable is that D365 met these requirements with one unified suite. Salesforce can only meet our CRM requirements out-of-the-box. It has no PSA functionality unless you either custom develop it or purchase a 3rd party module like FinancialForce or Kimble. (Note: FinancialForce is owned by Salesforce, but it is effectively sold and implemented like a 3rd party package.) In our original Salesforce implementation, we had custom developed this functionality, but if we did it again in Salesforce, we were not going to custom develop as that requires continual upkeep that we’re not willing to maintain.
D365 is a more cost-effective solution than Salesforce because D365 user licensing is less expensive than the equivalent Salesforce user licensing. However, straight cost comparisons aside, there are additional cost-related factors in favor of Dynamics"
INTERACT WITH MEMBERS & PROSPECTS USING SOCIAL MEDIA
Find opportunities and nurture relationships with embedded intelligence that highlights relevant conversations to join and recommends content to share.
DELIVER CUSTOME CONTENT
Get suggestions for relevant content based on what you're working on and who you're working with. Quickly create personalized sales documents with familiar Office 365 tools that enable simultaneous collaboration and editing.
Establish membership programs and engage constituents throughout the membership lifecycle through a single contact record that can be used across multiple roles, including support for membership and benefit levels.
Our powerful dashboards allows you to quickly view important information about your members
Create fundraising & marketing campaigns and track how they are performing.
PLACE YOUR MEMBERS FIRST
Build trust with insights centered on specific customer needs and easily manage relationships at scale with integration between LinkedIn and Dynamics 365 that unifies data and processes.
READ THEIR STORIES
Easily & quickly import/export data using .csv format.
Easily track donations, pledges and giving by your members & supporters, providing robust and accurate reporting.
Optimize volunteer management, capturing preferences, skills, certifications, availability, scheduling, and projects leveraging Dynamics 365 Project Service Automation