Case Study: United Way of Central Ohio gains real-time donor and campaign insights with Microsoft Corporation

United Way chapter engages donors, gains campaign insights using cloud solution

United Way of Central Ohio needed a better way to connect with its growing base of individual donors as labor patterns shifted and company-led giving became less effective. The nonprofit had struggled to make Microsoft Dynamics CRM work smoothly with its donor management system and needed a simpler, more insightful way to manage donor communications and campaign health.

Microsoft Corporation helped United Way of Central Ohio move to Dynamics CRM Online and integrate it with Andar/360 using SQL Server Integration Services. The new cloud-based solution streamlined donor communications, automated outreach workflows, and delivered real-time dashboards, cutting reporting from about three hours of spreadsheet work to one click and enabling the team to spend more time improving campaigns and strengthening donor relationships.

United Way of Central Ohio

Rick Collins

Assistant Vice President, Information Management