Streamlining Event Management for a Non Profit Leader

Dynamics 365 CRM Implementation



Technology Used:

  • Dynamics 365 CRM (Marketing
  • Sales
  • Customer Portal)


A leading non-profit organization dedicated to shaping economic and social policy in Australia.


    The organization sought a centralized platform to efficiently manage their diverse events, catering to a wide range of corporate and individual participants across the country. Their goal was to streamline business processes and gain deeper insights into event impact.

Solution Delivered:

TechWize implemented Dynamics 365 CRM, specifically focusing on the Marketing, Sales, and Customer Portal modules. This provided a comprehensive solution for end-to-end event management

  • Event Configuration:The organization can now configure events with minimal resource requirements, streamlining the planning and setup process.
  • Targeted Campaigns:Dynamics 365 enables the creation and execution of targeted marketing campaigns to reach relevant audiences and promote events effectively.
  • Customer Portal:A dedicated customer portal allows for seamless event registration and secure online payment processing, enhancing participant convenience.


The client was able to get the following results –

  • Enhanced Efficiency:Streamlined event management processes have significantly improved operational efficiency, reducing manual tasks and resource allocation.
  • Improved Outreach:Targeted campaigns facilitate broader reach and attract a wider range of participants.
  • Data-Driven Insights:The centralized platform provides valuable data and analytics, enabling the organization to measure event impact and optimize future initiatives.
  • Improved Participant Experience:The customer portal offers a convenient and secure platform for registration and payment, enhancing participant satisfaction.
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