Dynamics 365 Customer Insights Power App Pocket Demo (Nonprofit)
The demo video provides an in-depth look at how Dynamics 365 Customer Insights helps nonprofits streamline donor engagement. By unifying data and delivering actionable insights, the platform enables organizations to personalize outreach and boost retention. Watch the video to see how these tools can re-invent your operations and contact CBA to learn more.
What is Dynamics 365 Customer Insights?
Dynamics 365 Customer Insights is a flexible Customer Data Platform (CDP) designed to help nonprofit organizations unify their constituent data from various sources. This platform enables organizations to gain actionable insights and create personalized experiences for their constituents.
How does the Power App enhance donor relations?
The Power App allows donor relations managers to access a 360-degree view of their constituents, including detailed profiles and engagement history. It provides insights such as donor types, recent gifts, and suggested actions, helping managers make informed decisions to strengthen donor relationships.
What kind of insights can be gained from the app?
The app offers key performance indicators (KPIs) like lifetime gift totals and suggested donation amounts based on AI-generated propensity scores. It also recommends next best actions, such as inviting constituents to events or scheduling meetings, based on insights gathered from various data sources.
Dynamics 365 Customer Insights Power App Pocket Demo (Nonprofit)
published by CBA
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