XRM

Not-for-Profit Portal (NFP)

Not-for-Profit (NFP) is a solution for event management, donation, and membership tracking needs. NFP provides a landing place for any Not-for-Profit Organization to display their Organization Goals and Visions.

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Not-for-Profit (NFP) is a solution for event management, donation, and membership tracking needs. NFP provides a landing place for any Not-for-Profit Organization to display their Organization Goals and link related social media platforms to it, all while providing a dashboard for Users to register with the organization view available options and areas to donate to, view organization’s previous events or register for upcoming events and shop for merchandise.

Features

Not For Profit(NFP) is a web Portal connected with Dynamics 365, it comes with a pre-configured system for donation, membership, volunteer work and event management. Some of the key features for this system are -

  • • A deploy ready charity solution requiring minimal personalized tweaks.
  • • NFP CRM Built on Microsoft Dynamics 365.
  • • Includes Donation Management Functionality.
  • • Includes Membership Management Functionality.
  • • Includes Event management functionality.
  • • Includes Shop for selling Merchandise and other products.

Events

A dedicated segment for Event management where users can view details about past and upcoming events, with a registration area where users can register for an event with option to add attendees to their tickets.

Donation

Donation segment allows Users to view their donation history with the organization and make new donations, with functionality to view or download Invoice for donations.

Memberships

NFP web portal comes with functionality to register as a member with organization and avail member specific discount from the shop from the portal. Users can also view their past memberships with the organization and view or download invoice against a membership.

Shop

The web portal comes with a pre-setup shop backed with functionality to manage product and price list from Microsoft PowerApps Dynamics 365 CRM, users can browse available products from web portals and make purchase. Users with active membership with the organization can avail various discounts depending on their membership Type.

Advantages Of NFP Portal

  • • A standalone application to manage all your Non-Profit Organization needs.
  • • User friendly environment to track events and register for events.
  • • Provides a good tracking system for your Donation, membership, events transactions.
  • • Pre-Configured CRM.
  • • User registration System directly from portal.
  • • Stripe payment gateway for all transactions.

 

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