Dynamics 365 Customer Insights Power App Pocket Demo (Nonprofit)
The demo video provides an in-depth look at how Dynamics 365 Customer Insights helps nonprofits streamline donor engagement. By unifying data and delivering actionable insights, the platform enables organizations to personalize outreach and boost retention. Watch the video to see how these tools can re-invent your operations and contact COR Concepts to learn more.
What is Dynamics 365 Customer Insights?
Dynamics 365 Customer Insights is a flexible Customer Data Platform (CDP) designed to help nonprofit organizations unify their constituent data from various sources. This platform enables organizations to gain actionable insights and create personalized experiences for their constituents.
How does the Power App enhance donor relations?
The Power App allows donor relations managers to access a 360-degree view of their constituents, including detailed profiles and engagement history. It provides insights such as donor types, recent gifts, and suggested actions, helping managers make informed decisions to strengthen donor relationships.
What kind of insights can be gained from the app?
The app offers key performance indicators (KPIs) like lifetime gift totals and suggested donation amounts based on AI-generated propensity scores. It also recommends next best actions, such as inviting constituents to events or scheduling meetings, based on insights gathered from various data sources.
Dynamics 365 Customer Insights Power App Pocket Demo (Nonprofit)
published by COR Concepts
COR Concepts provides Information Governance, Records Management and Enterprise Content Management (ECM) consulting and training services. The company is built on the belief that any Information, Records or Document Management initiative should be designed to extract the maximum business benefit for the organization.
We bring together Compliance, Risk Management and Operational information requirements in a way that delivers benefits to each one of these diverse business units. Our approach is to use an array of industry standards and best practice methodologies to ensure that each implementation will stand the test of time.
We see information governance and records management as an integral part of any Enterprise Content Management implementation and focus on building a solid platform including a records management policy, records management procedures, file plans and a solid change management infrastructure. Building and implementing governance structures is becoming essential for success and we design structures to ensure that all governance aspects are included.