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    Dynamics 365 Copilots for Nonprofits

    AI-powered assistants built into Microsoft Dynamics 365 to help your nonprofit work faster, uncover insights, and focus on what matters, delivering impact.

    What are Dynamics 365 Copilots?

    Dynamics 365 Copilots are like having a smart virtual assistant tailored to your organisation’s needs. These AI-powered tools are seamlessly integrated into the Microsoft Dynamics 365 platform, meaning they work within the systems you already use.

    A Copilot is designed to help you complete tasks more quickly and efficiently by automating routine processes, providing real-time insights, and offering helpful suggestions. Secure and reliable, they can support your team with tasks like simplifying supporter interactions, analysing data, and streamlining workflows, helping your nonprofit boost productivity and make an even greater impact.

    What Can Dynamics 365 Copilots Do for Nonprofits?

    Automate Repetitive Tasks: Let the Dynamics 365 Copilots handle routine data entry, generate reports, or manage workflows so your team can save time, reduce errors, and focus more on your mission.

    Provide Actionable Insights: Get real-time recommendations and data-driven insights to support smarter decisions—whether you’re managing donor relationships, coordinating programmes, or planning outreach.

    Enhance Collaboration: Simplify communication with AI-generated summaries, email drafts, and suggested responses that help staff, volunteers, and partners work more effectively together.

    Personalise Interactions: Deliver tailored experiences to your supporters and stakeholders with AI that learns from your data to anticipate needs and suggest next steps.

    Solutions

    Dynamics 365 Copilots for Nonprofits

    Dynamics 365 Copilots for Nonprofits

    Dynamics 365 Copilot Features

    • Sales Copilot

      Enhanced Donor Engagement: Copilot helps create personalised and engaging content, such as thank-you emails and campaign updates, which can strengthen relationships with donors
      Efficient Communication Management: With intelligent email management, Copilot ensures timely and effective outreach, helping fundraisers stay organised and responsive
      Automated Content Creation: Copilot can generate compelling marketing materials and grant proposals, saving time and ensuring consistency in messaging
      Data-Driven Insights: The integration with Microsoft Cloud for Nonprofit provides fundraisers with powerful data analytics tools to attract, retain, and grow their donor base
      Productivity Boost: Features like real-time transcription and summarisation of meetings allow fundraisers to focus on strategic tasks rather than administrative ones.

    • Customer Service Copilot

      Streamlined Communication: Copilot can help draft and manage responses to common inquiries, ensuring timely and consistent communication with donors and beneficiaries
      Efficient Task Management: By automating routine tasks such as scheduling meetings, setting reminders, and summarising conversations, Copilot allows service desk staff to focus on more complex issues
      Data Insights: Copilot can analyse data from various sources to provide actionable insights, helping staff make informed decisions and improve service delivery
      Personalised Support: With AI-driven recommendations, Copilot can assist in tailoring responses and support to individual needs, enhancing the overall experience for those seeking help.

    • Marketing Copilot

      Personalised Donor Engagement: Copilot can help create tailored communication for donors, such as personalised thank-you notes, updates on how their contributions are making a difference, and invitations to events. This helps build stronger relationships and encourages continued support
      Efficient Campaign Management: By automating routine tasks like scheduling, follow-ups, and data entry, Copilot allows fundraisers to focus more on strategy and less on administrative work.
      Insightful Analytics: Copilot can analyse donor data to provide insights into giving patterns and preferences. This information can be used to tailor fundraising strategies and identify potential major donors.
      Compelling Content Creation: Whether it’s drafting grant proposals, creating social media posts, or developing campaign materials, Copilot can generate high-quality content quickly and consistently.
      Enhanced Collaboration: Copilot facilitates better communication and collaboration within fundraising teams and with other departments, ensuring everyone is aligned and working towards common goals.

    How mhance Can Help

    Kickstart Copilot: A focused workshop to raise awareness of Copilot’s potential and help your organisation get started.

    Copilot Proof of Concept: Workshops to define use cases and develop a proof of concept for your organisation.

    AI Business Benefits: Develop a business case for AI adoption to highlight its potential benefits and justify larger projects within your organisation.

    Copilot Studio Training: Empower your team to design custom AI Copilots tailored to your organisation’s unique needs; maximising impact and efficiency.

    AI Project: Define key AI focus areas and build a tailored AI implementation roadmap for your organisation.

    Other Copilot Solutions

    Copilot Studio for Nonprofits

    Copilots for Nonprofits

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