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  • 1.  Microsoft Dynamics CRM

    Posted 11-20-2024 02:54 PM

    Has anyone transititioned to a Microsoft Dynamics for their CRM? What was the transition process like and how has your experience been since the transition?



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    Ashley Holder
    Scouting America
    ashley.holder@scouting.org
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  • 2.  RE: Microsoft Dynamics CRM

    Posted 11-20-2024 03:57 PM

    Ellucian's CRM Advance is built on Microsoft Dynamics so anyone who is on that platform has experience with this. I've not heard of any other packaged fundraising CRMs built on the platform. I think the answer to your question depends a lot on whether you are considering a product already built on the platform, or are looking to build something custom using MS Dynamics Non-profit native tools.

    Best wishes on your exploration.

     

    John Smilde

    Director of Gifts and Records Administration

    Advancement and Alumni Relations

    George Mason University

    4400 University Drive, MSN 1A3

    Fairfax, VA 22030

    703.993.8680

    jsmilde@gmu.edu

     

    This electronic message contains confidential information which is, in whole or in part,

    subject to exclusion from disclosure under the Freedom of Information Act pursuant to

    §2.2-3705.4.7. of the Code of Virginia.

     

     

     

     

     

     




    Original Message


  • 3.  RE: Microsoft Dynamics CRM

    Posted 11-21-2024 09:20 AM

    In addition to Ellucian CRM Advance I recently heard about SylogistMission CRM, which is built on Microsoft Dynamics. It looks like it's designed for general charitable organizations, rather than for higher education.

    As John said, it's not clear if you have a CRM in mind or were thinking of trying to build your own on that platform. And it would help to know what sort of technology background your team has. Our team had a huge learning curve, going from an Oracle-based system to Dynamics, but your experience will have a lot to do with where you're coming from.



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    Lianna Bodzin
    Colorado School of Mines
    lbodzin@mines.edu
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    Original Message


  • 4.  RE: Microsoft Dynamics CRM

    Posted 11-21-2024 09:23 AM
    I have some exposure to Dynamics systems in the Association Management System space, and while it is sometimes the right choice, our firm is pretty tepid on Dynamics. Feel free to reach out if you'd like to speak more offline about it. 


    Thank you,
    Isaac Shalev
    Data Strategy Expert
    Sage70, Inc.
    (917) 859-0151
    isaac@sage70.com

    Schedule a 30-minute consultation now:





    Original Message


  • 5.  RE: Microsoft Dynamics CRM

    Posted 11-21-2024 12:56 PM
    Hi all
    I work for Sylogist and we offer a solution (Sylogist MissionCRM) that is built on Microsoft dynamics. While the majority of our current customers are nonprofit organizations, there is no reason the solution should be limited to that segment only. There is a wealth of functionality on this tool and we are assessing and building more every day. Let me know with a direct mail to Carla.Norris@sylogist.com for more details. We are happy to share our story!!

    Hope this is helpful
    C-
    Senior Product Manager, Sylogist


    Sent from my iPhone



    Original Message


  • 6.  RE: Microsoft Dynamics CRM

    Posted 11-22-2024 04:47 PM

    Hi Ashley,

    StratusLIVE offers a comprehensive fundraising CRM and digital engagement platform built on Microsoft Dynamics and optimized for enterprise non-profit organizations. We'd be happy to offer more information and learn more about your specific priorities if you're interested. Please don't hesitate to reach out directly anytime at brendan.murphy@stratuslive.com.

    Best,

    Brendan



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    Brendan Murphy
    StratusLIVE
    brendan.murphy@stratuslive.com
    757-273-6324

    Schedule a time to meet - https://email.stratuslive.com/meetings/brendan-murphy2
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    Original Message


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