Microsoft Dynamics CRM – Efficient Citizen Relationship Management

The “Customer Relationship” in CRM does not only apply to business consumers, it also relates to citizen relationships, which tend to have substantial challenges. There is a need to improve Citizen and Business service delivery with simpler processes, less paperwork, and more efficient interactions. Government agencies also face challenges...

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Turn Your CRM into a DRM [Donor Relationship Management]

Microsoft Dynamics CRM combines everyday Microsoft Office applications with powerful customer relationship management (CRM) software to rapidly improve relationships with donors, volunteers and clients. Microsoft Community Affairs has worked with the Dynamics product team to create Donation Management, a solution that turns a powerful sales and marketing tool into...

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Interfund Accounting Made Easy for Nonprofits with Microsoft Dynamics GP

Well-designed and implemented technology business solutions are the key to operating efficiently.  Many solutions and services are designed specifically to help not-for-profit organizations improve performance through technology.  One such solution is Interfund Management. Many nonprofits still struggle with reconciling their accounting data manually. With detailed fund-tracking requirements, this can...

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How to Manage Your Projects and Grants with Business Portal

How is your organization managing revenues and expenses for projects or grants?  Are you still using the GL chart of accounts?    Does your organizations rely on the accounting department to input and update project/grant information?  Do your project/grant managers have real-time access to project/grant data or do they rely...

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How Nonprofits Track Grants in Microsoft Dynamics GP

Many organizations rely on grants to provide a recurring source of income.  However, grant revenues come with their own unique set of challenges.  Most grants require you to track and report on how grant money is spent.   Such reporting can have the following negative business impact on organizations: Manual...

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Planning, Budgeting, and Forecasting for Nonprofits

The 2010 Fenton Forecast for Nonprofit Leadership and Effectiveness demonstrated that fiscal responsibility and credibility are the top objectives for Not-for-profit organizations in the post-recession economy. With dwindling endowments, now is a critical time to revamp and refocus efforts on accounting practices and transparent financial processes. As nonprofits strive...

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ERP professionals providing insight and advice for not for profit organizations.