About the delivery
ProsessPilotene implemented Dynamics 365 – Bua for Bua. The delivery included Nonprofit Accelerator and was completed in 2024.
The delivery consisted of:
- Management of contact points (Companies and contacts)
- Process for establishing and following up new branches (BUA)
- Product master
- Contract creation and signing with DocuSign
- Case management
- Integration with Xledger
Value creation
BUA used an Excel spreadsheet that was shared internally.
Communication was also handled very individually, making it difficult to get an overview.
The CRM solution gave them a 360-degree view of their communication with their points of contact.
In addition, a process was established for handling new departments, ensuring that contracts, products, etc. are created in Dynamics 365 and sent for signing.
Integration with Xledger ensures that new establishments are automatically sent to Xledger for setup and invoicing.
Preconfigured tables for use with nonprofit organizations.
Highly tailored to an organization such as the Red Cross and the way it operates.
Example of app functionality:
- Customer and contact management
- Deliveries
- Case management
- Collection
The solutions
- Nonprofit accelerator
Nonprofit accelerator: Nonprofit accelerator for Dynamics 365.
Contains many tables that are typically used in connection with implementations for nonprofit organizations.
Also includes components for other Microsoft products, such as Azure components, Power BI reports, or templates for Teams
Area and keywords
Sales; Customer Service
Nonprofit
Limitations
Available in English
Lots of tables, so it takes a lot of work to familiarize yourself with them
Overly complicated for most customers