Planning Your Move Off
Fundraising & Engagement.
Dynamics 365 Fundraising & Engagement is approaching retirement. We help nonprofit organisations assess their current environment, design a target Dynamics 365 architecture and migrate donor, gift and relationship data with minimal disruption.
Why plan a Fundraising & Engagement migration now?
Microsoft's Fundraising & Engagement product for Dynamics 365 is being retired. Organisations that continue relying on it risk reduced support, no further updates and eventual loss of vendor assistance.
Planning early gives your organisation time to assess options, design a target architecture and migrate data and processes in a controlled way — rather than reacting under pressure closer to end of support.
- Is our donor, gift and relationship data at risk if we do nothing?
- What is the right target Dynamics 365 nonprofit architecture for us?
- How much of our current configuration and integration can be reused?
- How do we migrate without disrupting fundraising operations?
Our Fundraising & Engagement migration approach
A staged approach that reduces risk and keeps fundraising operations running throughout the transition.
1. Assessment
Review your current Fundraising & Engagement configuration, customisations, integrations and data volumes to understand scope and risk.
2. Target Architecture
Design the replacement Dynamics 365, Dataverse and Power Platform architecture covering fundraising, donor and membership processes.
3. Data & Donor Model Mapping
Map constituents, gifts, pledges, relationships and designations from the legacy model into the new data structure.
4. Data Migration
Cleanse, transform and migrate historical donor, gift and transaction data with validation and reconciliation.
5. Integration Cutover
Re-point or rebuild payment, finance, website and marketing integrations against the new architecture.
6. Training & Adoption
Support fundraising, membership and finance teams through testing, training and go-live.
Not just a migration — a modern nonprofit platform
A Fundraising & Engagement migration is also an opportunity to modernise fundraising, membership, volunteer and programme management using the full Dynamics 365, Power Platform and Azure ecosystem.
Explore Dynamics 365 for Nonprofits- Modern fundraising, membership and volunteer management
- Power Pages portals for donors, members and volunteers
- Power BI dashboards for fundraising and programme insight
- AI and Copilot-enabled assistants for staff and supporters
Explore related Dynamics 365 services
A migration often starts with an independent assessment of your current environment.
Fundraising & Engagement migration requires more than data migration
A successful transition needs to consider your complete technology ecosystem — not just exporting and importing records.
Data
Constituents, donations, transactions, campaigns and other fundraising information.
Customisations
Custom tables, fields, workflows, plugins, Power Automate flows and other extensions.
Integrations
Payment providers, websites, finance systems, email platforms and external applications.
Reporting
Power BI reports, dashboards, views and operational reporting.
Processes
Fundraising, donation processing, acknowledgements, payment schedules and supporter engagement.
Security
Users, teams, business units, security roles and access requirements.
External Experiences
Websites, portals and applications interacting with your CRM.
Historical Data
Legacy records that need to be retained for compliance, reporting or reference.
All of these areas should be assessed before a migration strategy is finalised.
A structured approach to your migration
Not everything in your existing system necessarily needs to be migrated.
1. Discover
We review your business processes, data model, customisations, solutions, integrations, automations, security, reporting and external applications to build a clear picture of the current environment.
2. Assess
We categorise functionality and data as Retain, Modernise, Replace, Retire or Archive — preventing legacy complexity being carried into the new platform.
3. Target Architecture
We design the future-state architecture across Dynamics 365, Dataverse, Power Platform, Power Pages, Power BI, Azure, Customer Insights and AI & Copilot — based on your requirements.
Should you migrate everything?
No. One of the most important questions during a Fundraising & Engagement migration is what should actually move to the new platform. A good strategy weighs the value, quality and purpose of each area of data and functionality.
| Existing capability | Potential approach |
|---|---|
| Active donor records | Migrate |
| Current recurring donations | Migrate |
| Historical transactions | Assess / migrate or archive |
| Obsolete custom fields | Retire |
| Unused workflows | Retire |
| Legacy integrations | Redesign |
| Critical fundraising processes | Modernise |
| Old reports | Review |
| Duplicate data | Clean before migration |
| Legacy customisations | Reassess |
The objective is to create a simpler, maintainable and future-ready platform.
Fundraising & Engagement migration roadmap
A phased roadmap that reduces risk and keeps fundraising operations running.
Discovery
Assessment
Target Architecture
Migration Design
Build
Data Migration
Testing
Cutover
Optimisation
Customisation & solution assessment
Plugins, JavaScript, custom APIs, workflows, Power Automate flows, business rules, custom tables and columns, PCF controls and Power Pages are each assessed to determine whether they should be migrated, redesigned, replaced or retired — reducing technical debt rather than carrying it forward.
Integration assessment
Payment providers, finance systems, websites, ecommerce, membership platforms, email platforms and reporting integrations are reviewed and recreated, modernised, replaced, consolidated or retired using Azure Functions, Service Bus, Logic Apps, API Management, Dataverse APIs and Power Automate.
Data migration strategy
Data discovery, profiling, cleansing, mapping, transformation, duplicate management, historical assessment, archival, sequencing, reconciliation and validation across constituents, donations, recurring gifts, campaigns and communication preferences.
Fundraising & payment processes
One-off and recurring donations, payment schedules, card payments, Direct Debit, BACS, failed payments, refunds, reconciliation and donation acknowledgements — integrated with Dynamics 365 through secure APIs.
Supporter engagement
Audience segmentation, email communications, campaigns, engagement journeys, preference management and engagement analytics, with Microsoft Customer Insights considered where appropriate.
Security, compliance & testing
Security roles, teams, business units, access levels and data protection requirements are reviewed, followed by data, functional, integration, security and user acceptance testing plus reconciliation before cutover.
Frequently Asked Questions
Ready to simplify your operations?
Whether you're starting fresh or improving an existing system — our Microsoft-certified consultants are here to help. No obligation, no hard sell.