Integrated Dynamics 365 +
Blackbaud CRM
Unify sales, service, and constituent engagement in a CRM that teams actually use. NIRA Systems helps organizations plan, implement, integrate, and optimize Microsoft Dynamics 365 and Blackbaud CRM—so processes run faster, data stays clean, and leaders get reliable reporting.
CRM Expertise
We specialize in industry-leading platforms to drive your business forward.
Microsoft Dynamics 365
Sales + Service + Operations- Sales process standardization: leads, opportunities, accounts, activities
- Forecasting, pipeline visibility, and productivity improvements
- Case management: intake, routing, SLAs, escalations, knowledge base
- Omnichannel-ready patterns (email/web forms/chat as needed)
- Power BI reporting for pipeline, service KPIs, and adoption
Blackbaud CRM
Nonprofit + Association Operations- Fundraising, memberships, events, workflows, and constituent management
- Security/permissions review, performance tuning, usability improvements
- Data health and governance: deduping, standards, segmentation readiness
- Reporting and analytics: KPIs for fundraising, engagement, pipeline
- Integration patterns: API-based and batch, with monitoring/reconciliation
What We Deliver
Comprehensive solutions covering every aspect of your CRM journey.
CRM Implementation
- Requirements → solution blueprint → configuration → UAT → go-live
- Environment and deployment planning (dev/test/prod)
- Role-based experiences and security model setup
Sales & Pipeline
- Lead routing, opportunity management, activity capture
- Forecasting, pipeline governance, and process alignment
- Automated follow-ups and task orchestration
Customer Service
- Case intake, routing, SLAs, escalations, knowledge base
- Agent dashboards, quality tracking, and productivity insights
Fundraising & Events
- Workflow optimization, operational best practices, and performance tuning
- Data stewardship practices for long-term sustainability
Automation & Integrations
- Workflow automation using Power Automate patterns
- Bi-directional integrations with ERP/finance, marketing, portals
- Data sync, reconciliation, monitoring, and error handling
Analytics & Reporting
- Power BI dashboards for sales, service, fundraising, and KPIs
- Data quality controls, governance, and adoption reporting
- Data warehouse/reporting layer planning when needed
Industries We Empower
Nonprofits & Foundations
Fundraising, engagement, stewardship
Associations
Membership lifecycle, events, renewals, reporting
Professional Services
Sales pipeline, customer service, automation
Global Organizations
Multi-team/region standardized processes
Why NIRA for CRM
We deliver more than just software; we deliver outcomes.
Integration-first
Connect CRM with finance/ERP, eCommerce, marketing, portals, and data platforms.
Data Quality
Clean, consistent data that supports segmentation and reporting.
Outcome-driven
Automation, adoption, and measurable process improvements, not just configuration.
Reporting-ready
Dashboards and KPIs built into the rollout so leaders can trust the numbers.
Our Proven Process
Discovery
Current state, pain points, goals
Design
Data model, security, integrations
Build
Iterative sprints with demos
Test & Train
UAT support, role-based training
Go-live
Stabilization & continuous improvement
Service Packages
Flexible plans tailored to your organization's Dynamics 365 CRM needs
Dynamics 365 CRM Essentials Package
Ideal For: Organizations seeking ongoing CRM support and minor enhancements
Monthly Service Limit: Up to 20 Hours/Month
Key Services Included
- Support for 1 Dynamics 365 Environment
- Up to 10 entities/tables covered
- Up to 5 forms and 5 views maintained
- Up to 5 minor enhancement requests/month
- User administration and security role management
- Basic workflow and business rule support (up to 10 workflows/rules)
- Issue resolution and system health checks
- Monthly service review
Starting at $1,600/Month to $2,400/month
Additional hours billed at $120/hour
Dynamics 365 CRM Growth Package
Ideal For: Organizations looking to optimize CRM processes and user adoption
Monthly Service Limit: Up to 40 Hours/Month
Key Services Included
- Support for 2 Dynamics 365 Environments
- Up to 25 entities/tables covered
- Up to 15 forms and 15 views maintained
- Up to 10 enhancement requests/month
- Support for 20 workflows/business rules
- Power Automate integration support
- Up to 2 CRM dashboards/reports
- User training sessions (up to 2/month)
- Performance optimization and solution reviews
Starting at $4,000/Month to $4,800/month
Additional hours billed at $120/hour
Dynamics 365 CRM Transformation Package
Ideal For: Organizations undertaking CRM modernization and process automation initiatives
Monthly Service Limit: Custom Scope & Resource Allocation
Key Services Included
- Dynamics 365 Sales, Customer Service, Marketing, or Custom App Implementation
- Advanced Process Automation
- System Integrations & API Development
- Data Migration & Cleansing
- Customer Service & Case Management Enhancements
- Power BI Analytics & Reporting
- Copilot & AI Enablement
- Solution Architecture & Advisory
Custom Engagement
Fixed-price or monthly retainer based on project scope
Enterprise Dynamics 365 Modernization Package
Ideal For: Organizations requiring enterprise-scale CRM transformation and managed services
Monthly Service Limit: Dedicated Engagement Model
Key Services Included
- Enterprise CRM Architecture & Roadmap
- Multi-Environment & ALM Management
- Advanced Security & Governance
- Enterprise Integrations & Data Strategy
- AI & Copilot Solutions
- Customer Service, Sales & Marketing Optimization
- Managed Services & Continuous Improvement
- Dedicated Solution Architect and CRM Team
Enterprise Custom Engagement
Custom pricing based on business objectives and resource requirements