The only donor management and fundraising system built on Microsoft Cloud for Nonprofit
MISSION CRM is proud to be a Microsoft Technology for Social Impact partner on the vanguard of leveraging Power Platform and Azure to deliver an innovative system built for mid-size to enterprise nonprofits.
Microsoft has created an unmatched platform for digital transformation to empower nonprofits to tackle the world’s biggest challenges. From fundraising, marketing, volunteer management to programs – you can say goodbye to a world of single-point solutions, and hello to a new unified home for your mission-critical operations.
MISSION CRM + Microsoft Cloud for Nonprofit Delivers:
By bringing together disparate data sources from across the spectrum of your organization on one platform, Microsoft Cloud for Nonprofit enables nonprofits to realize and leverage the true value of their data to help accelerate mission outcomes. With a single platform and unified data, you can work smarter, raise more revenue, engage supporters, and more easily measure the impact you’re making.
And because MISSION CRM is built on Microsoft Cloud for Nonprofit it’s interoperable from the get-go, meaning it works together with the Microsoft tools you’re likely using today:
- Productivity and collaboration tools: Outlook, Teams, SharePoint and Excel
- AI: Co-pilot and ChatGPT
- Intelligence and impact solutions – think Power BI, Microsoft Fabric for OneDataLake, artificial intelligence, and machine learning
- Azure: Microsoft Azure for Cloud Services, Security and Authentication, and Enterprise Mobility Management to provide the infrastructure needed to share and access applications and data securely from any device
And built on Microsoft’s foundation of security and compliance, nonprofit organizations stay in control of their data, navigate their risk and compliance, and can leverage best-in-class security to manage sensitive constituent data and meet the most stringent privacy and security requirements worldwide.
Because MISSION CRM is built on Microsoft Cloud for Nonprofit and connected to the Dataverse, it’s interoperable with the entire Cloud, so your organization can speak seamlessly and work with all these tools and solutions in a single home:
- Microsoft 365
- Microsoft Dynamics 365 Customer Insights (Marketing)
- Microsoft Volunteer Management & Engagement
- Microsoft Dynamics 365 Business Central
- Microsoft’s Likelihood to Give AI Model
- Microsoft Copilot
- Microsoft Fabric (includes Power BI)
- Anything on the Power Platform & Dataverse
On the Microsoft Cloud for Nonprofit, AI capabilities are everywhere, elevating the everyday to making the seemingly impossible, possible. AI functionality is called Copilot and is embedded in the tools your organization uses every day in fundraising and marketing:
- Automatically generate highly personalized communications with data from MISSION CRM
- Employ natural language queries to build campaign segments based on personas, communication preferences, and other attributes to tailor your communications in Dynamics 365 Customer Insights
- Receive suggestions about which donors might be likely to donate and what steps you might take next to secure a donation with Microsoft’s soon to be released Likelihood to Give AI Model
- Generate content for everything from web pages and blog articles to fundraising asks with ChatGPT
The foundation of your new home is the CDM: the force revolutionizing nonprofit technology. Think of it as a universal language which speaks nonprofit: combined with the Dataverse, the data-highway flowing within Microsoft Cloud for Nonprofit, it means nonprofits can live in a centralized home where every facet of their operations on the CDM can speak with one another, with no data silos.
Why does this matter? Well, most nonprofits have amassed an array of disparate, disconnected solutions which don’t speak the same language, creating data silos and cumbersome processes in their wake. So, resolving this fundamental problem by offering a single source of truth and streamlined operations on a single platform is a total game-changer.
Yes. MISSION CRM is born in the cloud on Dynamics 365 online and Microsoft Power Platform.
The MISSION CRM system is a managed solution which is deployed to your Microsoft Office 365 tenant and hosted directly by Microsoft alongside your existing Microsoft 365 products.
Organizations directly benefit from Microsoft’s significant and continued investment in the Power Platform and Microsoft Cloud for Nonprofit; examples of these key benefits include:
- Security: Microsoft cloud services are built on a foundation of trust and security. Microsoft enables the best in breed security controls, monitoring, and protections to ensure that when your organization comes to the cloud it’s trustworthy.
- Expandable: Native Microsoft tools and applications such as Dynamics 365 Marketing, Power Portals and Volunteer Engagement are compatible only with Dynamics 365 online; this coupled with the online marketplace (AppSource) allows you to easily expand upon the platform to meet the growing needs of your organization.
- Scalable: The MISSION CRM system utilizes the Power Platform and Azure, both online services of Microsoft, to scale resources when required. This allows organizations to match the processing power needed by the cloud services, including gift processing, online giving pages and more.
- Seamlessly Integrates: Dynamics 365 online seamlessly integrates into your day-to-day thanks to its native integration with Outlook or the ability utilize Excel Online functionality within Dynamics 365 are examples of this tight integration.
- Continued Investment: Microsoft releases new features and functionality to Dynamics 365 online and the Power Platform in the Spring and Fall every year.
Yes. MISSION CRM is a managed solution built upon Dynamics 365 online and the Power Platform. Our solution is deployed within an organization’s Microsoft Office 365 tenant.
MISSION CRM resides within the Dataverse and has no reliance on third-parties or externally hosted applications. Which means all the functionality, data and connectivity reside directly within your Microsoft tenant and served securely by Microsoft Azure data centers. So your system, data and infrastructure resides within Microsoft data centers which maintain a persistent 99.9% uptime guarantee of your tenant.
Wherever you decide. It is up to the organization to choose in which Microsoft Azure datacentre they would like their tenant to reside, which are located in Canada, the United States and around the world.
MISSION CRM is a managed solution deployed within an organizations Microsoft Office 365 tenant. MISSION CRM resides within the Dataverse and has no reliance on third-parties or externally hosted applications. Which means all the functionality, data and connectivity reside directly within your Microsoft tenant and served securely by the Microsoft data centers. So your system, data and infrastructure resides within Microsoft data centers which maintain a persistent 99.9% uptime guarantee of your tenant.
Yes. As MISSION CRM and Microsoft Dynamics 365 are cloud-based applications on top of Microsoft’s Power Platform, it uses Single Sign On (SSO) with Microsoft Azure Active Directory.
Dynamics 365 online utilizes a User -> Team -> Business Unit (Department) hierarchy. Business units have a parent child relationship allowing you to replicate the actual hierarchy of an organization. Just as in real-life scenarios, users can be a member of multiple teams however must live or belong to a single business unit.
Moreover, there are two levels of providing access to user – at the Business Unit level and via Security Roles. The Business Unit facilitates what a user can see/access and the Security Role consists of record-level privileges and task-based privileges – so what a user can do with it if they can see it. Data security can be applied down at the field level.
A full audit log and trail is available for any data changes within Dynamics 365 online – the extent to which an organization elects to enable auditing is up to the organization itself. You can also log what users have viewed records as well as modified them.