Power Real-Time Impact with Golden + Microsoft Dynamics
Integrate volunteer data into Microsoft Dynamics to unify supporter records, streamline engagement, and power data-driven decisions.
Why Integrate Golden
with Microsoft Dynamics?
Golden’s integration with Microsoft Dynamics gives nonprofits and public sector organizations the ability to track volunteer engagement alongside donor and constituent activity—all in one centralized platform. By syncing real-time volunteer data into Dynamics, you’ll gain powerful insights, automate outreach, and build stronger, longer-lasting relationships.
A 360° View of Supporter Engagement
Bring volunteer activity into your CRM for a complete picture of how people support your mission.
Key Benefits
- Unified records: Golden syncs volunteer shifts, hours, check-ins, and impact data to Microsoft Dynamics contact records.
- Cross-channel engagement insights: See how volunteering and giving intersect to inform better stewardship and outreach.
- Custom field mapping: Map volunteer data to standard or custom fields based on your CRM setup and reporting needs.
Real-Time Data Syncing & Automation
Save staff time and reduce errors with automatic data flow and responsive workflows.
Key Benefits
- Live updates: Volunteer activity updates Microsoft Dynamics in real time—no more spreadsheets or imports.
- Trigger workflows: Automate communications, task assignments, and stewardship journeys based on volunteer behavior.
- Streamline team operations: Ensure program, marketing, and fundraising teams are working from the same, up-to-date data.
Better Reporting & Strategic Planning
Use Microsoft Dynamics’ powerful analytics to make data-informed decisions.
Key Benefits
- Impact dashboards: Visualize volunteer engagement and contribution through custom reports or Power BI.
- Measure ROI: Understand the full value of your volunteer program, from service hours to lifetime donor potential.
- Share with confidence: Report accurately to funders, executives, and your board with clean, current data.
FAQ
What volunteer data syncs into Microsoft Dynamics?
Golden syncs volunteer hours, check-ins, sign-ups, opportunity data, and custom fields directly into Microsoft Dynamics contact or constituent records.
Can the integration map to custom entities or fields?
Yes. The integration supports custom field and entity mapping so your team can tailor the sync to fit your CRM structure.
Is the integration real-time?
Yes. Golden’s integration updates Microsoft Dynamics in real time or near-real time to ensure you’re always working with the latest data.
Is the integration secure and compliant with data regulations?
Absolutely. Golden is compliant and follows best practices for data security and privacy. All data transmissions are encrypted and securely authenticated.
What kind of support does Golden offer for the Microsoft Dynamics integration?
Golden’s team provides onboarding support, documentation, and access to a dedicated success manager to ensure your integration is set up for success from day one.