Move your Nonprofit CRM to Microsoft without the chaos.

A CRM that helps your nonprofit raise more, retain more, and report faster. Your donor, volunteer, program, and grant data should live in one place. Clean, connected, and easy to use.
Adovent is a Microsoft-based CRM implementation and managed services provider for nonprofits. We migrate your data, set up the system around your workflows, and support you after go-live.
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Fundraising and Engagement is retiring. Plan your move before it becomes urgent.

If your nonprofit uses Microsoft Fundraising and Engagement, this is not a “someday” problem.
  • Support ends December 31, 2026 at 11:59 PM Pacific Time.
  • Microsoft will address critical security issues until that date, but no product enhancements will be made.
  • Licensing was available to new customers only until December 31, 2024, and is not available as of January 1, 2025.
A planned migration means you control the timeline, protect reporting, and avoid a rushed data cleanup.
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Why this matters now

Donor retention is under pressure, and messy systems make it worse.

When retention is tight, you cannot afford scattered data, missed follow-ups, and reports you do not trust.
  • The Fundraising Effectiveness Project estimated overall donor retention in 2024 was 42.9%.
  • Many nonprofits believe CRM is a direct lever for growth. In NTEN and Heller Consulting’s 2024 survey, 33% said they could raise more funds by investing in a new CRM.
This migration is about removing friction so your team can build relationships at scale.
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crm
problem we solve

The problems we solve

If these issues sound familiar, you are not alone.
  • Duplicate contacts and “who is the real record?” confusion
  • No single view of a supporter across giving, events, volunteering, and programs
  • Manual work for acknowledgements, tasks, pledges, recurring gifts, and follow-ups
  • Reports that take days and still do not match finance
  • Staff switching tools and re-entering the same data
  • Broken or fragile integrations that nobody wants to touch
  • Permissions that are unclear, risky, or hard to manage
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What you are getting

A Microsoft-based CRM built for nonprofit work, not generic sales.

We implement Microsoft Dynamics 365 + Power Platform, and where it fits, Microsoft’s nonprofit fundraising capabilities on the platform.

Microsoft’s Fundraising app is a model-driven app built on Power Platform and designed to surface nonprofit fundraising data like constituents, relationships, gifts, and designations.

What your nonprofit gets in plain terms

One constituent record for people, households, organizations, and relationships

Clean data with rules to prevent duplicates and reduce bad entry

Better donor journeys with consistent follow-ups and reminders

Automation for repeatable work (tasks, routing, acknowledgements, approvals)

Clear dashboards and reporting your leadership can trust

Security and role-based access for sensitive data

A system your team will actually use because screens match real workflows

How Adovent helps

We migrate, implement, and then run it with you.

Most CRM projects fail after go-live, when the vendor disappears and the nonprofit is stuck. We stay. 

1) Implementation and migration (end-to-end)

  • Discovery workshops (development, programs, finance, leadership)
  • CRM design: data model, processes, permissions, reporting
  • Data cleanup, mapping, and migration with validation
  • Configuration and customization based on your workflows
  • Integrations with the tools you already use
  • Testing, training, go-live support, and adoption support

2) Managed services after go-live

  • User support and admin help
  • Monthly enhancements (forms, workflows, dashboards, integrations)
  • Change control and release management
  • Data quality checks and governance support
  • Roadmap planning so the CRM keeps improving

What we typically migrate

We bring your full constituent story forward.

Depending on your current system, we can migrate: 

  • Contacts, households, and relationships
  • Donations, pledges, recurring gifts, and designations
  • Campaigns, appeals, events, and attendance
  • Volunteer profiles and hours
  • Program enrollments and outcomes
  • Grant tracking and reporting fields
  • Communication history where feasible
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What the process looks like

Clear steps. No surprises.

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Step 1: Assessment

We review your current tools, data health, reporting needs, and what success looks like.

Step 3: Build and migrate

We configure the CRM, migrate data, connect integrations, and test end-to-end.

Step 5: Improve monthly

We keep optimizing so your CRM keeps delivering value.

Step 2: Migration plan

We define scope, timeline, roles, risks, and the exact data to move.

Step 4: Launch and stabilize

We train your team, support go-live, and fix issues fast.

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Step 1: Assessment

We review your current tools, data health, reporting needs, and what success looks like.

Step 2: Migration plan

We define scope, timeline, roles, risks, and the exact data to move.

Step 3: Build and migrate

We configure the CRM, migrate data, connect integrations, and test end-to-end.

Step 4: Launch and stabilize

We train your team, support go-live, and fix issues fast.

Step 5: Improve monthly

We keep optimizing so your CRM keeps delivering value.

Tell us what you use today. We will map the path to Microsoft CRM.

Fill the form to book a meeting. We will review your current setup and share a practical migration approach based on your goals, data, and timeline.