Powerful Microsoft Customer Insights Features for Charity Organizations

Microsoft Customer Insights (“CI”) is an easy and versatile customer data platform that can reveal insights and create tailored customer experiences. It simplifies connecting to client data from numerous sources and creating rich, comprehensive customer profiles. Your users can view those profiles as D365 CRM “Customer Cards,” Power BI reports and dashboards, Power Automate workflow workflows, and more.

What is Microsoft Customer Insights? What does this have to do with your work at a non-profit organisation?

Customers, or constituents in NFP parlance, can be seen in a unified light thanks to Microsoft Customer Insights, a customer data platform (CDP). A group’s constituents include anyone who contributes to, or benefits from, the organization in some way. People, families, churches, businesses, and even governments can all be considered “constituents,” whether they be donors, volunteers, employees, or customers.

Learn more than ever about your benefactors

There is a constant drumbeat about the challenge of businesses of all stripes to go from reactive to proactive in the face of rapid market shifts, shifting client demands, and even internal strategic shifts. Customers that have implemented Microsoft Dynamics 365 and the Microsoft Power Platform report seeing revolutionary results in a short period, which is the topic of conversation when we speak with them.

There is a wealth of data available to you when you take the time to investigate your donations. How do you determine what information should constitute each facet of your donor persona profile? For your initial donor profile, consider the following information.

Donor personas are developed via market analysis, questionnaires, and in-person or over-the-phone interviews with potential donors. To maximize your efforts, it’s ideal for researching a diverse range of potential supporters, including current members and those not in your database.

Donor personas will assist your non-profit in reaching its marketing objective. That’s why it’s crucial to do your homework and make comprehensive profiles to cut costs and boost productivity.

By connecting to Microsoft Customer insight, Non-Profit Organizations can profile their clientele with the help of Microsoft Customer Insights. Businesses can have their customer profiles automatically supplemented with survey data to understand their customers better and take swift, effective action that increases brand loyalty.

Transforming the non-profit sector into a data-driven organisation

These days, non-profits consider all available funding as “wish currency.” They examine each purchase with the question, “how might this be used to fulfill a donor’s dream?” Thus, the IT department and beyond examine all purchases in terms of their wish currency.

Taking this into account is one of the main reasons why so many NGOs have embraced Microsoft 365 and Azure. Donors will have more faith that their money will go to a good cause if they are promptly kept up to date on financial matters.

Let’s look at a real-world case: the Make-A-Wish Foundation, which runs on Microsoft Azure. cruise ship travel has been suspended until the coronavirus outbreak is over. Within minutes, the headquarters team had built a Power BI visualization that showed how many families had been granted wishes to go on a cruise, where they were located, and which chapter had made it possible. The group then collaborated to make sure the families all arrived home unharmed. Without a central repository of data and a streamlined process for analyzing it, dealing with this kind of disaster would have been far more complex and time-consuming.


Motivate the customer to take purposeful steps at every stage of the trip.

Turnkey integrations make it simple to exchange insights with any application, whether a Microsoft product or a third-party platform, allowing Microsoft Customer Insights to propel a streamlined customer journey. In addition to being able to take in data from any source and activate insights on a wide variety of destinations, such as AutopilotHQ, Bing ads, dotdigital, Facebook, Google Ads, HubSpot, LiveRamp, Marketo, MailChimp, SendGrid, and more, Customer Insights is also built with vendor neutrality in mind.

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