Microsoft Dynamics 265 CRM

Connect Donately + Microsoft Dynamics CRM

Sync donor and donation data into Microsoft Dynamics CRM to strengthen relationships and power your fundraising strategy.

What This Integration Does

The Donately + Microsoft Dynamics CRM integration helps you:

• Automatically create or update contact records from new donations
• Track giving history within your CRM for full supporter visibility
• Use donation data to trigger workflows, segmentation, and follow-ups

Why Connect Donately to Microsoft Dynamics CRM?

If you use Donately for fundraising and Dynamics for donor management or sales, this integration helps you:

• Keep records accurate: Donations and donor info sync in real time
• Improve engagement: Use giving history to guide personalized outreach
• Drive smarter decisions: Run reports and automations based on live donor data

Key Features

• Sync donation data into Microsoft Dynamics CRM contacts, leads, or accounts
• Map donor and transaction fields to custom CRM properties
• Trigger workflows, notifications, or pipeline updates on new donations
• Keep supporter records centralized and actionable

How It Works

1. Connect Donately and Microsoft Dynamics CRM via Zapier or another integration tool
2. Set field mappings and choose donation triggers
3. Donations automatically populate your CRM with clean, organized data

No manual data entry required.

Requirements

• Active Donately account
• Microsoft Dynamics CRM account
• Zapier

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