Three levels of seamless data syncing tools for Engaging Networks and MS Dynamics
Standard
Get a single version of the truth and GDPR compliance
Two way Integration
Automatic synchronisation between Microsoft Dynamics and Engaging Networks with up to 500,000 users
Respect preferences and opt-ins
Comply with GDPR and keep user consent preferences up to date
Syncing user details
Automatically update contact details in both systems
Mass Emails
Remove manual de-duping of lists and data download work-arounds
Campaigns
Everything in Standard plus a 360° view of your supporters’ actions and donations
Compare and correlate actions
The ability to sync and compare advocacy actions between both systems
Ensure donation information is held in both systems
Track donations across all channels against user records
Make use of supporter question data
Give your CRM sight of all data held as questions and ensure that granular information can be used
Pro
Extra advanced data tools on top of Campaigns
Conflict handling
Triage conflicting entries into a MS Dynamics Task List to focus manual review to improve accuracy
Proper casing
Get data merge field ready with correct grammar
Email verification
Don’t let simple typos prevent email collection
Reconcile donations
Get donor lists based on appeal codes for easier reconciliation processes
Enterprise
Custom logic and wider data sets on top of the Pro or for those with over 500,000 users.
Apply bespoke logic
Use custom rules to define supporters and create tasks. For example, flag large donations with an additional entity in MS Dynamics and assign the donor for a follow up call from the relevant team
Enhance data
Add data from other sources, like household data, political geography, other internal systems in your organisation
Additional integrations or bespoke requirements
If you need to send the data to additional systems or have other bespoke requirements we’re happy to discuss these with you too
Across your organisation there are clear benefits for synching Engaging Networks and MS Dynamics
For Information Governance
Ensure two-way compliance across systems for GDPR communication consent
For High Value Fundraising
Get insight into donor value and behaviour across all channels and behaviours
For Finance
Streamline donor reconciliation to semi, or fully, automated
For Fundraising
Get the benefits of excellent donation tools and donor data that is easily reconciled by finance
For Campaigns & Advocacy
Get best in breed tools from Engaging Networks with organisation-wide CRM benefits
For IT and SysAdmin
Easily configured and applied, securely hosted and managed
Accredited Technology Development Partner
As an Engaging Networks Partner we have deep experience and have completed a rigorous accreditation program. This means we’ve been tested and proven in their tools and actively stay up to date on all the latest releases and innovations.
Engaging Connections from NDP Studio is an Official Integration
