The only platform which speaks nonprofit natively and fluently
MISSION CRM is proud to be a Microsoft Tech for Social Impact partner on the vanguard of leveraging Power Platform and Azure to deliver innovation with Microsoft Cloud for Nonprofit.
With Microsoft Cloud for Nonprofit, you can say goodbye to a world of data silos, and hello to a new home for your mission-critical operations. 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.
MISSION CRM + Microsoft Cloud for Nonprofit
The Microsoft Cloud for Nonprofit unlocks the power of your data through intelligent and integrated cloud solutions for the most common nonprofit scenarios, including constituent engagement, fundraising and volunteer management, which support the delivery of effective programming, program design and delivery.
By deciding to invest in Microsoft Cloud for Nonprofit today, you can rest assured your new home will be invested in and supported for years to come. And you can grow into Microsoft Cloud for Nonprofit at your own pace, knowing it’s designed with interoperability in mind, brought together by the Common Data Model for Nonprofits (CDM), and built on a platform of security and compliance.
By bringing together disparate data sources from across the spectrum of your organization on one platform, Microsoft Cloud for Nonprofit enables nonprofits to unify and leverage the true value of their data to help accelerate mission outcomes.
The MISSION CRM system is integrated from the get-go with Microsoft Cloud for Nonprofit. Built on Microsoft Fundraising and Engagement, it utilizes the CDM and adds innovative features and functionality designed to address midsize to enterprise nonprofits sophisticated development operations.
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.
In 2020, MISSION CRM sold Microsoft some of our core IP, and together we built Microsoft’s Fundraising and Engagement product, which launched in October 2020.
Today, MISSION CRM delivers next level, mission-critical capabilities for sophisticated nonprofits with advanced development, fundraising and financial needs, which layers seamlessly on top of Fundraising and Engagement.
MISSION CRM works instantly with any data or application aligned with the Common Data Model for Nonprofits (CDM), Microsoft’s Volunteer Management and Volunteer Engagement products. And easily integrate with any third-party data source using Microsoft’s Power Platform API, so you can maintain a unified home for your data.
Volunteers are a vital and valuable resource for many nonprofits. That’s why it’s imperative for organizations to efficiently build volunteer capacity and streamline organizational processes to make for great volunteer experiences.
MISSION CRM is proud to partner with organizations to implement Microsoft’s innovative Volunteer Management and Volunteer Engagement products which provide a unified approach to the management and deployment of volunteers.
Not only do volunteers give their time and energy in support of your mission, but research also indicates they are more likely to become advocates and donors. When combined with the MISSION CRM system, your organization can now have a full, 360-degree view of your volunteers and supporters in one place.
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.