Creating a Unified Donor and Stakeholder View with Dynamics 365

Sky Soft Connections worked across Dynamics 365 Sales and Customer Insights to connect data, design a unified stakeholder view, configure segments and measures, and develop real-time journeys. The engagement also included spreadsheet migration, data merging, and integration between WordPress submissions and CRM.

Creating a Unified Donor and Stakeholder View with Dynamics 365

Client & Business Context

A nonprofit sought stronger donor and stakeholder relationships and better internal operations. With data scattered across sources, it needed unified audience organization, communication workflows, and improved reporting. The project included CRM configuration, data prep, website connectivity, and journey development.

Client: Confidential Nonprofit Organisation
Industry: Nonprofit
Solution Category: Dynamics 365, Customer Insights & Engagement Automation
Project: Donor and Stakeholder Engagement
Proof Point: A unified stakeholder view was designed. The source documents segmentation, measures, forms, sales processes, journeys, data migration, deduplication, and website integration as delivered

 

The Business Problem

The organisation needed a more connected approach to managing donor and stakeholder information.

Key challenges included:

  • Fragmented data across existing sources
  • A need for a unified donor and stakeholder view
  • Spreadsheet data requiring migration, merging, and deduplication
  • Audience segmentation requirements
  • Manual activities that could benefit from automated journeys
  • Sales tracking and process-management requirements
  • A need to connect website submissions with CRM

  • Reporting requirements for engagement and operations

The challenge was to connect these capabilities around consistent stakeholder information.

Business Impact of the Existing Process

 

The source describes fragmented data and a need for stronger engagement and reporting.

Without a unified view, the organization had limited visibility across its donor and stakeholder information. Data preparation, audience organization, and website connectivity also required attention before the CRM could support more coordinated engagement.

 

The Sky Soft Connections Solution

SkySoft unified stakeholder data across Dynamics 365, Customer Insights, and WordPress while improving CRM processes, data migration, segmentation, and communication journeys.

Key Solution Areas

  • Unified Stakeholder View : Created a 360° stakeholder view.
  • Data Migration & Deduplication : Merged and cleaned spreadsheet data.
  • Customer Insights Segmentation : Built targeted stakeholder segments.
  • Real-Time Journeys :  Supported automated engagement workflows.
  • Dynamics 365 Sales :  Improved sales and CRM processes.
  • WordPress Integration : Connected website submissions to CRM.
dynamics crm solution for non profit organization

The integration follows a straightforward system-to-system flow:

Technology & Integration Architecture

technology stack for CRM For non profit organization

Website and spreadsheet data were connected to Dynamics 365 and Customer Insights for unified profiles, segmentation, and engagement workflows.

  • Data: WordPress & spreadsheets
  • CRM: Dynamics 365 Sales
  • Insights: Profiles & segments
  • Engagement: Customer Insights Journeys

How the Solution Works

  1. Website submissions and spreadsheet data provide information for the solution.
  2. Import, merging, and deduplication processes prepare the relevant records.
  3. Dynamics 365 Sales supports CRM records and configured sales processes.
  4. Customer Insights Data supports unified stakeholder profiles, segments, and measures.
  5. Customer Insights Journeys uses the configured audiences and workflows to support engagement.
  6. Communication runs through the channels configured and approved for the relevant journeys.

Implementation Highlights

1. Stakeholder Data Unification

Sky Soft connected and unified data to support the design of a consolidated donor and stakeholder view.

2. Spreadsheet Migration and Merging

The engagement included importing spreadsheet data, merging records, and addressing duplicates.

3. Segment and Measure Configuration

Customer Insights segments and measures were developed to support audience organisation and analysis.

4. Journey Development

Real-time journeys were implemented within the engagement scope to support automated communication.

5. Sales Process Configuration

Dynamics 365 Sales was configured to meet the documented sales tracking and process requirements.

6. Website and Form Connectivity

WordPress submissions were connected to CRM, with forms included in the wider solution.

Results & Current Outcomes

  • A unified, 360-degree stakeholder view was designed.
  • Data connection and unification work was undertaken.
  • Customer Insights segments and measures were developed.
  • Real-time journeys were included in the implementation.
  • Dynamics 365 Sales processes were configured.
  • Spreadsheet migration, merging, and deduplication were addressed.
  • WordPress-to-CRM integration and forms were included.

Related SkySoft Capabilities

This solution demonstrates capabilities across:

  • Dynamics 365 Customer Insights Data

  • Customer Insights Journeys
  • Dynamics 365 Sales Configuration
  • Stakeholder Data Unification
  • Audience Segmentation and Measures

  • Data Migration, Merging, and Deduplication

  • WordPress-to-CRM Integration
  • Form Integration
  • Engagement Workflow Automation

Is Fragmented Data Holding Back Your Stakeholder Engagement?

When donor and stakeholder information sits across spreadsheets, website submissions, and separate systems, building a consistent view of each relationship becomes harder.

SkySoft Connections can assess your data sources, CRM processes, and engagement requirements to help create a more connected Dynamics 365 environment.