Fundmetric Advancement Stack
by Fundmetric Incorporated
Consent-first constituent data management and automation for nonprofits on Dynamics 365
Fundmetric Advancement Stack is a constituent data management, engagement, and analytics platform that gives nonprofits and advancement teams one trusted, compliant view of every supporter — and connects it directly to Microsoft Dynamics 365
Built for teams that live in Dynamics but need more than a CRM, the Fundmetric Advancement Stack layers advanced segmentation, self-service consent management, visual data automation, and self-serve reporting on top of your existing constituent data.
Bi-directional Dynamics 365 integration
Connect natively to Dynamics 365 and Microsoft Dataverse over OData. Pull contacts, accounts, custom entities, and option sets into the platform, then sync enriched data and updated communication preferences back to Dynamics — with change tracking for efficient, incremental updates.
Consent and communication preferences, built in
Give constituents a self-service Preferences Centre to control exactly how they hear from you — by channel (email, SMS, postal, phone), source, and category. Preferences are enforced automatically across segments and campaigns, so opt-outs are respected everywhere, every time.
Advanced segmentation
Build dynamic or static segments with a visual query builder — filtering on constituent attributes, giving history, relationships, and consent status. Schedule automatic refreshes so your audiences always stay current.
Data Marts & Dashboards — self-serve reporting
Turn your constituent data into insight without waiting on a data team. Organize reporting into domains and data marts, then build reusable data models that pull together the tables and fields you care about — defining facts, dimensions, join relationships, and your own metrics and calculated dimensions. Assemble those models into interactive dashboards with drag-and-arrange widgets, and let a built-in semantic engine resolve your metrics to live, governed queries. Reusable variables at the domain and data-mart level keep definitions consistent across every report.
Visual data automation
Design no-code data pipelines that pull from Dynamics, SQL, Azure Blob Storage, REST APIs, and file uploads; transform, deduplicate, and enrich records; populate your data marts; and load or write results back to your systems. Schedule runs, trigger via webhooks, and monitor every execution.
AI-assisted, end to end
Get intelligent, context-aware help building pipelines, writing expressions, designing segments, and assembling data models and dashboards — so your team moves faster with less specialized expertise.
Governance and compliance by design
A flexible data model with custom entities and fields, full field-level audit history, soft deletes with restore, and tooling for privacy and data-subject requests — so you can meet GDPR/CCPA obligations with confidence.
Enterprise-ready
Role-based access control, a REST API with key-based authentication, and observability round out a platform designed to scale with your organization.