Creating Meaningful Impact on Lives of Millions of Young Minds in STEM For Over 25 years.

Case Study

A nonprofit organization seamlessly managed its operations and increased its productivity by 3X and reduced input costs by 68% with Microsoft Dynamics 365 Finance (formerly Dynamics AX) and Dynamics CRM.

A nonprofit located in Orange County, California helps learners and caregivers to nurture their creativity. The organization had trouble managing its accounting, fundraising, and payroll processes. After partnering with Dynamics Square (USA's leading Dynamics 365 Partner), the organization rolled out Dynamics AX 2012 R2 and Microsoft Dynamics CRM. Post implementation, the organization can efficiently manage its operations and provide better experiences for young minds in the region.

Business Challenges Faced by the Nonprofit

Existing membership, grant, finance, and inventory management solution did not deliver the expected results.

Difficulties in keeping records of prospects' outreach activities and onboarding customers as members.

Lack of required reports to make informed management decisions.

Looking to expand the operations further by opening two new locations.

Solution Delivered to Help Those Who Help Others

See How Dynamics AX Helped Upgrade Business Operations of the Concerned Not for Profit (NFP) Organization

Our team of experts implemented the Microsoft Dynamics AX'12 R2 On-Premises version along with Microsoft Dynamics CRM 2016 to restructure the legacy system.

The organization is now able to seamlessly fulfil concerned business management needs, from finance and operations to sales and customer service.

The implemented solution offers built-in intelligence that predicts inventory requirements and dynamically updates inventory levels.

This solution helped the client to track customer interactions and analyze data to optimize upsell, cross-sell, and renewal opportunities throughout the sales cycle.

Benefits Post Dynamics 365 Implementation

With the implementation of Dynamics CRM, the organization now can be easily reachable. You can keep track of their prospects, as all the history of phone calls, emails, and appointments are recorded in the system.

Caregivers can now efficiently manage grants and funds provided by customers on a project-wise basis, thanks to the advanced capabilities of Dynamics AX (now Dynamics 365 Finance).

By incorporating fixed asset management into the system, the nonprofit has achieved enhanced accuracy and control over its fixed assets.

Membership management is now a breeze for the nonprofit, with all aspects of it seamlessly integrated into the system.

The organization now has easy access to all financial data, with the system providing proper data management for efficient decision-making.

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