In the 30-minute part 5 of this live series sharing demos of Microsoft Dynamics 365 Fundraising & Engagement, we’ll tackle Reporting.

Wednesday, June 29th at 12:00 PM PDT / 3:00 PM EDT – 12:30 PDT / 3:30 EDT



Reporting is a critical requirement for non-profits as they need to demonstrate to their donors where the dollars are going. Not only that, but non-profits are challenged by how to forecast the best approaches for encouraging future giving and sharing that with staff and stakeholders.

In this interactive and educational session on Wednesday, June 29th at 12 PM PDT/3 PM EDT, we’ll screen a short demo of the Reporting functionality in Microsoft Dynamics 365 Fundraising & Engagement and answer questions live.

See how this technology empowers your non-profit to:

  • Create prebuilt dashboards which can be configured to meet individual organization needs
  • Generate a 360-degree view of a donor to showcase lifetime giving amount at the donor and household level
  • Provide out of the box searching capabilities allowing users to pivot data in real-time
  • Share personal views, reports, dashboards, or charts with any system user or organization
  • Integrate with Office 365 giving users the ability to extend reporting without custom development




Interested but can’t attend? Register anyway, and we’ll send you a link to the recording. If you’d like to view the pre-recorded demos we’ll be discussing live, you can do so here.

Join us for the other sessions in the series, each no more than 30 minutes:


Meet the Presenters


Alejandro Ocasio | Functional Solution Architect | HSO

Alejandro has more than 14 years of experience managing teams and projects through the complete software development life cycle. He focuses on providing strategic guidance, solution design recommendations, and mapping innovative software solutions to client goals.


Ron Davis | Business Development Manager | HSO

Ron leverages a 30-year+ technology background to assist non-profits with identifying and visualizing transformative Microsoft Dynamics solutions.


Pëtra Eimiller | Sr. Marketing Manager, Non-Profit and Government | HSO

Pëtra leads non-profit focused marketing efforts at HSO US. She works on on strategy, content creation, event coordination, and brand management.



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