Consolidate All Your Organisational Relationships

Charitable organisations often hold a number of complex relationships. Maintaining these contacts in an organised and cohesive manner can often become overwhelming without the assistance of an accurate and efficient software solution.

Take our example contact, Richard Stevens, into consideration.

Richard has two separate roles as a consultant and a trustee at two separate organisations. As a charity, we may want to directly engage with Richard in both capacities using separate details. We may also want to track this correspondence in the system separately for each role. All while allowing Richard to manage his contact preferences separately for each of his contact details.

Sounds Complicated... Right?

That’s where Dynamics 365 can help. With Microsoft Dynamics 365 contact management system, all your organisational contacts are effectively stored in one, clear system. Meaning you can manage relationships and gain complete visibility of all communications and interactions with ease.

What can Dynamics 365 do for Charities?

In addition to managing your organisational relationships, you can also use Dynamics 365 to optimise efficiency within your charity:

  • Schedule activities
  • Manage inbound casework
  • Organise work into teams
  • Assign individuals and teams goals and targets
  • Template email correspondence

Further information for charities regarding Dynamics 365 can be found here. Sign up to our CRM for charities webinar.

To learn more about how Total Enterprise Solutions can help your organisation, get in touch with our team today.

Enquiries 0345 257 1173
Support 0345 257 8241

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