Charities invited to Microsoft CRM Insights webinar » Charity Digital News

Charities invited to Microsoft CRM Insights webinar

Microsoft is to host a webinar all about CRM Insights and how it can enable your charity to achieve more.

Pedro Ribeiro, one of Microsoft’s Senior Consultants in PSFD (Premiere Support for Developers), will share the knowledge he’s picked up during his work providing education and training on how to make the most out of Microsoft Dynamics’ CRM systems.

CRM software empowers organisations to create personalised experiences for customers and strengthen their relationship on an individual level. It empowers employees with familiar tools and actionable insights. It facilitates the optimisation of business operations through innovation and automation, with a focus on evolving from an organisation which works reactively to one which works proactively.

Microsoft’s CRM technology is available as part of its donation programme for all charity organisations in the UK.

The Webinar will take place on 2 May 2017 and will last two hours, between 2 and 4 pm. Anybody interested can sign up here:

There will be a chat feature available during this time for viewers to ask Pedro CRM questions to be answered during a Q&A section of the webinar.

The agenda for the webinar is as follows:

What is Microsoft Dynamics 365?

  • Brief overview of the platform, main workspaces, main features, advantages of D365CRM Online
  • Main Drivers towards D365

Fundraising efficiency improvement

  • Know your donors better (Have all the information on your donors and act on it)
  • Get Insights into your campaigns (get accurate information on how you are doing, see the returns on your investments)
  • Use social engagement to streamline your social presence (track facebook and other social networks and integrate it into your process)
  • Target the right audience (avoid spending where it has no return)

Cost reduction and efficiency gains

  • Cross data and processes in a single interface (Have it all in one place)
  • Speedup issue resolution (keep track of issues, use guided resolution)
  • Improve your field service (monitor your teams, schedule them in the best possible way)
  • Integrate with other systems automatically (Save on manual passing of information around)
  • How can you do it?

Quick overview of the customisation process (Having your CRM the way you want it)

Other customisation and extension ways (in a nutshell, totally non-technical overview, just to raise awareness to what can be done)

To sign up click here.

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