Data Health Tips for Donor Accounts

There is data that is clean, right where it is supposed to be and meaningful to all who view it.  There is also data that is dirty, maybe a prospects State is misspelled, or perhaps a list of potential communication preferences has multiple values that mean the same thing.  And then there is data that is just plain in the wrong place, and therefore meaningless. I work on implementations, helping non-profits move from their old CRM to our platform, StratusLIVE 365 CRM.

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Maintaining a Self-Hosted Nonprofit Microsoft Dynamics CRM Installation

There are a handful of things that can be done to ensure your nonprofit Microsoft Dynamics CRM installation runs smoothly. These only apply to self-hosted installations. StratusLIVE perform these tasks for our hosted customers and they cannot be controlled in CRM Online Instances.

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