Case Study: Non-Profit (Education)
Smarter CRM. Sharper Campaigns. Stronger Customer Connections
It takes an expert-led partner to turn disconnected systems into an integrated engine for growth.
About the Client
A Canadian non-profit organization operating in the education sector. Its program helps participants master essential nonprofit skills such as fundraising strategy, financial stewardship, marketing, and leadership.
The Challenges
- Outdated on-prem interface – Complex navigation and poor user experience hindered efficiency.
- Disconnected event management tools – Event data was managed manually across disparate systems.
- Data inconsistency and duplication – Legacy data clutter impacted reporting and accuracy.
- Manual reporting processes – Mail-merge documents and reports required time-consuming, error-prone work.
- Lack of unified campaign insights – Marketing and event data were siloed, making it difficult to track overall performance.
The Solutions
- Migrated to Dynamics 365 CE cloud – Delivered modern features and eliminated on-prem limitations.
- Implemented Dynamics Marketing Hub – Unified campaign and event management into a single platform.
- Conducted data cleanup and optimization – Removed outdated, duplicate entries and restructured forms.
- Automated reporting with mail-merge templates – Replaced manual reporting with efficient, reusable formats.
- Integrated Power BI dashboards – Centralized analytics for real-time visibility into campaigns and events.
The Benefits
- Modern, unified UI & cloud capabilities – Upgraded from MSCRM 2016 onprem to Dynamics 365 CE in the cloud.
- Integrated event & marketing management – Enabled seamless event tracking within Marketing Hub.
- Boosted data integrity & usability – Removed legacy data and streamlined user flows, reducing redundant “clicks”.
- Automation of reporting workflows – Enabled mailmerge features for easier, faster reporting.
- Improved analytics – Power BI integration delivered better insights across events and campaigns.
What the Client Said
” What set Korcomptenz apart was their ability to translate our needs into real solutions. We knew upgrading our CRM would be complex—but with Korcomptenz guiding the way, it felt seamless. Their team not only handled the technical lift but also helped us rethink how we engage our audience. Our marketing efforts are now more coordinated, trackable, and effective.”
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