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SKYSOFT CONNECTIONS · Dynamics 365
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.
PROJECT SPOTLIGHTDynamics 365Microsoft expertise. Practical delivery.
01 / PROJECT HIGHLIGHT
Unified Donor & Stakeholder Data
02 / PROJECT HIGHLIGHT
Spreadsheet Migration & Deduplication
03 / PROJECT HIGHLIGHT
Customer Insights Segmentation
04 / PROJECT HIGHLIGHT
Automated Engagement Journeys
01 / PROJECT DETAIL
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.
02 / 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.
03 / PROJECT DETAIL
Business Impact of the Existing Process
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.
04 / THE SOLUTION
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.
The integration follows a straightforward system-to-system flow:
05 / PROJECT DETAIL
Technology & Integration Architecture
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
- Website submissions and spreadsheet data provide information for the solution.
- Import, merging, and deduplication processes prepare the relevant records.
- Dynamics 365 Sales supports CRM records and configured sales processes.
- Customer Insights Data supports unified stakeholder profiles, segments, and measures.
- Customer Insights Journeys uses the configured audiences and workflows to support engagement.
- Communication runs through the channels configured and approved for the relevant journeys.
06 / THE SOLUTION
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.
07 / PROJECT DETAIL
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.
08 / PROJECT DETAIL
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
09 / PROJECT DETAIL
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.
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