Who are my Members? Use Dynamics 365 CRM Sales to Manage your Non-Profit Membership and Activities

  • Thursday, October 13, 2022:11:15 AM - 12:00 PM
  • Room: Citrus - Convention Center, Level 2
  • Session Number:  669


D365 Sales is the perfect platform to track members and contacts for your non-profit organization. Use it to store each member's interests, to cultivate prospects into new members, track events you have scheduled, and track fund raising campaigns. The integration with Power Platform to automate messages to members and the integration with Financial Systems such as D365 Business Central provides endless possibilities. Come see a custom product built on D365 Sales specific for non-profits.

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Learning Objectives

In this session you will see how well the D365 Sales product fits with any type of membership requirement. You'll get a sense for how easy it is to add your custom information and to integrate D365 Sales with other applications to provide an end-to-end system perfect for non-profits.



Laura Jacobowitz
Development/Technical Manager
Axtegrity Consulting