Do we have to replace our website or donation platform?
No. We can connect your current site and payment processors to your CRM, or rebuild the site if it's holding back giving.
Can one CRM handle both donors and case management?
Yes. Donor and case records can live in one Dynamics 365 environment, with access set by role so each team sees what it needs.
How do you protect donor and client data?
Access is set by role, data stays in your Microsoft tenant, and AI features only see the data you approve.
Can we afford this on a nonprofit budget?
Microsoft offers grants and discounts to eligible nonprofits. We help you check what applies, then start with one small, fixed-scope step. [VERIFY]
How is AI used, and is it safe?
A person reviews every suggestion. Donor scores, case summaries and drafted replies help staff decide. They don't decide for them.