Global leadership education and development nonprofit relies on Sunrise for support and strategic projects

A global nonprofit organization provides a wide range of services, including courses, customized training, leadership assessments, and coaching for individuals and organizations. With operations across North America, Europe and the Middle East, and Asia-Pacific regions, the organization specializes in management training, skills development, and continuing education.

 

SITUATION

The nonprofit had already implemented Microsoft Dynamics 365 but faced several post-implementation challenges. Their system required ongoing maintenance and optimization, particularly for their custom Dynamics 365 ERP and CRM integrations. However, the organization needed more than just technical support—they were looking for a strategic partner to help them expand their Microsoft footprint effectively.

A key concern was the organization’s reliance on integrations with Dynamics 365 CRM (Customer Engagement), which managed essential business data such as customers, projects, contracts, and transactions. Additionally, they were preparing for a major transition: migrating from Project Service Automation (PSA) to Project Operations before PSA’s deprecation in March 2025. They also aimed to enhance their marketing capabilities and improve data reporting.

 

SOLUTION

Sunrise Technologies' Global Support team stepped in as a trusted partner, taking over as a support partner while providing guidance on system optimizations, such as:

• Stabilizing their Dynamics 365 systems by addressing post-implementation challenges and optimizing existing integrations.
• Implementing dual-write capabilities between Finance & Operations (F&O) and CRM, ensuring smoother data synchronization.
• Migrating from Project Service Automation to Project Operations, enabling the organization to manage projects more efficiently. Project Operations provided an all-in-one project management solution, which support the organization's business model as a training services organization working with several contractors around the globe.
• Implementing Dynamics 365 Customer Insights-Journeys (formerly called Marketing) to replace their previous system. The nonprofit had a robust marketing strategy that catered to several personas, which required orchestrating
• Expanding reporting capabilities with Power BI, augmenting their reporting team and improving analytics for better decision-making.
• Supporting international growth by assisting with continued implementations of Dynamics 365 in new regions.

 

OUTCOME

With Sunrise Technologies as their advisory and technical support partner, the nonprofit transformed its Dynamics 365 ecosystem into a more robust, future-ready platform. The migration to Project Operations streamlined project tracking, dual-write integration improved data accuracy and efficiency between systems, and the adoption of D365 Marketing and Power BI empowered them with better customer engagement and analytics capabilities.

Most importantly, the organization gained a strategic technology partner that not only stabilized their existing systems but also guided them in making informed decisions for future digital investments. They are now well-positioned to scale their Microsoft ecosystem while maintaining operational efficiency and global expansion.