CRM Solutions, Non-profit, Microsoft Dynamics 365

Seattle-based Nonprofit Streamlines Donation Process with Dynamics 365

Seattle-based Nonprofit Streamlines Donation Process with Dynamics 365

About the client

The client is a Seattle-based nonprofit organization that provides opportunities and support to youth in foster care to pursue their dreams and launch successfully into adulthood.

Solution

  • LevelShift designed, customized and deployed an integrated inventory and cost tracking solution using Business Central, with a custom bar code scanning and POS solution to track all incoming donations from donors and outgoing items to kids.
  • The team developed a bilingual webform that integrates with Dynamics CRM to manage requests for gifts during the holidays.
  • LevelShift also synchronized other relevant donation and distribution data back into Dynamics CRM.

Benefits

  • The client now saved countless hours and efficiently delivered thousands of donations to youth in foster care throughout the greater Seattle area.
  • By syncing other relevant donation and distribution data back into Dynamics CRM, the client was able to have complete visibility of the actions performed towards the betterment of the community.

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