Donor support is essential for implementing socially important projects, and the success of these initiatives hinges on effective communication and process organisation.
A reliable CRM system is an essential tool for managing every stage of the process, from application acceptance and approval to follow-up with beneficiaries and documentation maintenance.
We invite representatives of NGO, non-governmental organisations, and charitable foundations to take part in a webinar on the use of Microsoft Dynamics 365 Sales, a modern CRM system that automates routine processes, increases communication transparency, and optimises project management. Particular attention will be paid to Microsoft’s special offers for NGO, including free licences and integration with other Microsoft services that expand the organisation’s capabilities.
Date: 12 June (Thu)
Time: 11:00 - 12:30
Format: online in Teams
Only registered participants will receive a livestream link.
The event will be held in Ukrainian, so the registration form is available in Ukrainian.
During the webinar, participants will learn the following:
- Microsoft offers for NGO: special conditions and free licences. The benefits of the Microsoft ecosystem
- Main features of Microsoft Dynamics 365 Sales CRM system, interaction with Microsoft services and automation of routine tasks
- Interaction with donors in the CRM system: stages of the business process including application approval, communication and marketing, and post-communication
- Interaction with beneficiaries in the CRM system: application validation and post-support
- Document management in CRM system: contract management, approval procedures and notification for key responsible staff
- Tasks and reminders, activity planning
- Microsoft Copilot — AI-powered virtual assistant for automating routine tasks of NGO
- The importance of reporting to open the door to donor funding
Speakers from BDO in Ukraine:
- Andrii Borenkov, Head of Advisory, moderator of the event
- Liliya Chernysh, Audit Partner
- Evelina Shved, Developer of automated solutions
- Yehor Terekhov, Business application developer
This webinar will be an important step for beneficiaries of NGO assistance, who are seeking to improve their efficiency, ensure quality interaction with donors and aid providers, and implement modern digital solutions for the sustainable development of the organisation.
Register today and take a step towards new opportunities with BDO in Ukraine!
Contact person:
Alla Stupenko, Head of Marketing+38 097 975 45 75 / astupenko@bdo.ua
Organiser:
