Forum Discussion
Question for small nonprofits
If you work for a small (5-20 people) nonprofit or charity organisation, what types of information are you capturing using Excel spreadsheets (or paper)? This might include your volunteers, progra...
I work with about a dozen non-profit organizations, the bulk of which are faith-based organizations. We have begun to utilize Planner as a way to categorize and gain more value out of the dozens of Excel workbooks that the organization has created over the years. M365 Copilot for Excel along with M365 Copilot helps with the Planner content too, but it's still difficult to manage without having to completely write a custom App to do all of this work. I have not yet tried to layer in Dynamics CRM for data management, but that sounds like it could be useful.