Case Study: Non-profit

What It Takes to Transform Enrollment & Donor Outreach with Dynamics 365

 Expert-driven unification of Dynamics 365 Marketing Dynamics 365 Marketing, Event Hub, and Zoom—streamlining event management, and driving higher student and donor registrations.

Solution

Industry

Non-profit

Tech Stack

Microsoft Dynamics 365, Power Platform

HQ

United States

Solution

Enterprise Applications

Industry

Non-profit

Tech Stack

Microsoft Dynamics 365, Power Platform
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About the Client

Our client is a U.S.-based non-profit consortium that brings together 81 scholarly associations, forming the institutional backbone of U.S. humanities and interpretive social-science research. It represents nearly 276,000 scholars across 305 colleges, universities, libraries, and learned societies—an unmatched national footprint.

The Challenges

  • Legacy event management tool lacked virtual meeting support.
  • No integration between events and CRM (D365 CE).
  • Manual outreach and event registration processes.
  • Limited reporting on event performance and engagement.
  • No support for virtual meetings.
  • Need for effective donor engagement and fundraising transparency.

The Solutions

  • Integrated Zoom and Microsoft Teams for efficient communication, data sync, and virtual event support.
  • Developed Power App Portal for self-service event registration.
  • Unified event data with CRM to track interactions and automate workflows.
  • Deployed Microsoft Dynamics 365 Marketing Hub for streamlined lead management.
  • Integrated Event Hub with Dynamics 365 for managing events seamlessly.

The Benefits

  • 360° view of donor and participant engagement.
  • Seamless virtual and in-person event execution.
  • Automated outreach and registration processes.
  • Enhanced lead and client management, leading to increased conversions.
  • Real-time insights and reporting on event metrics.
  • Improved engagement through integrated virtual and in-person events.

HQ

United States

Service

Enterprise Applications

Industry

Non-profit

Technology

Microsoft Dynamics 365, Power Platform
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What the Client Said

“Korcomptenz proved to be the expert-led partner we’d hoped for. In weeks they transformed our multi-campus events into a 360° experience, delivering dashboards that show engagement, pipeline, and ROI in real time.”

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