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Extracting attachments is the easy part

If your Dataverse storage is full of attachments, you will quickly discover an entire category of software built for exactly this: tools that pull attachment files out of Dynamics 365, park them in ch

The note attachment is where documents go to die

Watch a diligent advancement services coordinator handle a signed gift agreement, and you will often see the same move: scan it, open the donor in Dynamics, and attach the PDF to a note. It feels like

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What's actually filling your Dataverse storage (and how to find out)

The email arrives weekly once you cross the threshold: your organization is approaching its Dataverse storage capacity. Most teams respond in one of two ways. They buy more capacity, which works until

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The Dynamics embed: giving gift officers documents without giving them another tab

Here is a quiet truth about software adoption in advancement: gift officers will not use another tool. Not because they are difficult, but because they are busy and relationship-focused, and every new

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When the gala ends, where do the signed pledge cards go?

The gala was a success. The room was full, the speeches landed, and by the end of the night there is a pile of signed pledge cards, a few sponsorship agreements, some vendor paperwork, and a stack of

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Three automations every advancement office should run first

When people hear "automation," they picture something elaborate: complex rules, a consultant, a project. So they either avoid it entirely or overbuild it. The truth is that most of the value comes fro

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Two-way sync without two sources of truth

The moment you connect two systems, you invite a new problem: when they disagree, which one is right? A donor's name is updated in the CRM but not in the document system. A record is merged in one and

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Documents belong on the constituent record, not in a folder named "Scans 2019"

Somewhere on your shared drive is a folder called "Scans 2019," or something like it. Inside are hundreds of documents that were important enough to scan and not organized enough to find. The folder i

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Your CRM is the system of engagement. What's your system of record?

Ask an advancement shop where their donor information lives and they will point to the CRM without hesitation. Ask where the signed gift agreements live, and the confidence evaporates. A drive, probab