As nonprofit organizations grow, managing member relationships becomes more complex. At first, small teams can handle tasks manually. However, as membership expands across multiple locations, those processes quickly become overwhelming.
This was the case for Ainsley’s Angels. The nonprofit focuses on building inclusive communities by helping individuals with disabilities participate in running events alongside volunteers and supporters.
As the organization expanded across the United States, its systems struggled to keep up. New member registrations increased, and volunteer coordination became harder to manage. Because of this, Ainsley’s Angels needed a better way to organize data, automate onboarding, and improve reporting.
The Challenge: Growth Outpaced Manual Processes
As membership grew across dozens of states, manual work slowed the team down. Staff had to categorize each new member as a runner, rider, or guardian. In addition, they needed to send confirmation emails and notify local ambassadors.
They also had to assign members to the correct regional groups. As a result, these repetitive tasks took up valuable time.
Reporting created another challenge. The team had to export data and reformat CSV files just to track membership trends. Because of this, leadership lacked real-time visibility into growth.
Clearly, the organization needed a CRM system that could automate these processes and support continued expansion.
The Solution: Dynamics 365 and Power Automate
To solve these issues, Ainsley’s Angels partnered with Dyn365Pros. Together, they implemented a solution using Microsoft Dynamics 365 Customer Engagement and Power Automate.
First, the team conducted a discovery phase to understand workflows and goals. Then, they designed a system that automated key processes.
With this solution, Ainsley’s Angels can now:
- Store and manage all member data in one centralized system
- Automatically segment runners, riders, and guardians
- Send confirmation and follow-up emails without manual effort
- Notify regional ambassadors when new members join
- Assign members to location-based groups automatically
- Track performance with real-time dashboards and reports
As a result, the organization reduced manual work and improved efficiency.
The Results: More Time to Focus on the Mission
Now, member registrations flow directly from the website into Dynamics 365. The system creates and categorizes contacts automatically based on location and role.
At the same time, ambassadors receive instant notifications about new members in their area. This allows them to engage quickly and share event details.
In addition, leadership can access real-time dashboards to monitor growth and participation trends. Because of this, they can make faster, data-driven decisions.
Joe Orth, Executive Vice President of Ainsley’s Angels, shared:
“We were surprised by how much time we gained with Dynamics 365 running the show. Now, we can focus on other priorities while trusting the system to do its job.”
Why CRM Automation Matters for Growing Organizations
The experience of Ainsley’s Angels highlights an important lesson. Manual processes do not scale.
Instead, organizations need systems that grow with them. By using nonprofit CRM automation tools like Microsoft Dynamics 365 and Power Automate, teams can streamline operations and improve communication.
Most importantly, they can spend less time on administrative work and more time on their mission.
