Transition from Microsoft Fundraising & Engagement with confidence
KLEVR APPS
Free Fundraising & Engagement Migration Assessment – fully funded by Microsoft for existing customers on the retiring platform.
Our Microsoft Migration Assessment, valued at over $5,000 USD, is funded by Microsoft for eligible customers. This assessment will provide you with a clear roadmap to move to the Dynamics 365-based Klevr Fundraising solution, covering benefits, costs, and timelines.
Microsoft’s Fundraising & Engagement solution is retiring
Microsoft have announced the impending retirement of Fundraising and Engagement. Microsoft will continue to provide security updates but will stop making enhancements to the solution. All support will end on 31 December, 2026. Organisations currently using this solution are encouraged to start planning their transition to a new platform – like Klevr Fundraising.
Why choose the migration assessment?
The assessment will evaluate your organisation’s current systems and provide a detailed plan for a seamless transition. Over 2-3 weeks, we will work closely with you to assess key functional areas like payments processing, donor management, fundraising, and event management, while also exploring data migration requirements
Funded by Microsoft
Save over $5,000 USD with this fully funded assessment.
Tailored Insights
Receive a customised roadmap for migrating to Klevr Fundraising.
Risk-Free Exploration
Explore the solution without any upfront commitment.
MIGRATION ASSESSMENT OVERVIEW
What is assessed?
In a series of workshops, we will assess your organisation’s needs across key functional areas such as payments processing, recurring gifts, donor management, fundraising, and event management.
We will also evaluate advanced features like large gifts, donor development, and integration with tools like LinkedIn Sales Navigator.
Additionally, we will review your system’s customisations and integrations (including banking), analyse entity usage via the Power Platform Admin Portal, and develop a high-level data migration plan, including a comparison of data entities.
What do you get?
Assessment & recommendations document
Fixed-price statement of work and license order
Clear roadmap with timelines, costs, and complexity
Apply for your Free Migration Assessment
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INTEGRATION
Klevr Fundraising software integrates with familiar platforms, software & apps.
Integration with other third party platforms by request.
Dynamics 365 Finance & Operations
Dynamics 365 Business Central
Dynamics 365 Customer Insights
Xero
Stripe Payment Gateway
Microsoft Copilot
Microsoft Office
Microsoft Outlook
Microsoft SharePoint
Microsoft Power Bi
Security & Compliance
Enterprise-grade security with peace of mind
Klevr apps are built on the same secure foundation as Microsoft Dynamics 365, offering enterprise-grade security to protect your data. With flexible server location options, you can ensure compliance with local regulations, while benefiting from the robust protection of the Microsoft Cloud.
Training & Support
Comprehensive training and local support
Klevr apps implementation comes with tailored training and dedicated support from our internal help desk and local support team. We ensure your team is fully equipped to leverage every feature, providing hands-on guidance and ongoing assistance to keep your operations running smoothly.
Managed Services
Expert managed services for ongoing success
Our managed services extend beyond the initial setup, offering continuous support for your Dynamics 365 environment and Klevr add-on applications. From routine maintenance to complex integrations, our team is here to handle the day-to-day management, allowing your business to focus on what it does best.
