How AACD unified donation and campaign management with Dynamics 365 and Power Platform
With over 800,000 appointments per year and national recognition in Orthopedics and Rehabilitation, AACD is one of the most recognized nonprofit organizations in Brazil. To maintain excellence in its services and strengthen its financial sustainability, the institution needed to transform how it managed its relationships, donations, and fundraising campaigns.
The challenge was clear: integrate scattered information, automate processes, and create a unified view of supporters — from one-time donations to recurring contributions. The technology chosen to enable this transformation was Dynamics 365, implemented by Smart Consulting.
The challenge: multiple databases, low integration, and operational dependency
AACD operated with separate structures for recurring donors and campaigns like Teleton, making it difficult to continuously track relationships with the public.
There was also a need to increase operational efficiency, gain autonomy in campaign creation, and allow donors to update their information and actively participate in the institution’s initiatives.
“We wanted to turn the supporter who donated during Teleton into a recurring donor and create campaigns more quickly. With the new solution, that’s now possible.”
— Victor Kaspar, IT Manager at AACD
The solution: two phases to structure, integrate, and scale
Smart Consulting designed and executed the transformation in two phases:
Phase 1 – Data unification and process automation
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Implementation of a single database for billing and relationship, connected via APIs
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Automation of regular supporter billing with Power Automate
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Creation of a Donor Portal via Power Apps, with features for updating information and making new contributions
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Preparation of the structure to scale campaigns quickly
Phase 2 – Integration of Teleton and solidarity raffle data
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Automated receipt of donation files via FTP and call logs from operators
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Integration with banking systems through automated CNABs
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Creation of a portal with Power Pages for operators to securely and structurally register donation information
Additionally, AACD structured the Solidarity Raffle project using Dynamics 365 and Power Platform to automate ticket sales, manage banking integrations, and ensure participant data security.
Achieved results
With the implemented solutions, AACD achieved significant gains in management, fundraising, and donor experience:
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Unified database of campaigns and supporters
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Autonomy for business teams, with on-demand data extraction
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Time savings with complete relationship history and pipeline view
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Improved donor experience, with integrated and secure digital channels
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Elimination of errors in banking system integrations
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Greater control of fundraising actions, with traceable data and reliable indicators
“With Dynamics 365, our team gained autonomy to access data whenever and however they need, without relying on IT.”
— Luana Samara Queiroz, AACD IT Team
Smart Consulting’s role
Smart Consulting specializes in Microsoft solutions focused on CRM, process automation, and digital fundraising strategies. With our expertise in Dynamics 365 and Power Platform, we delivered AACD a scalable, secure solution tailored to the institution’s mission.
We combine technology with social purpose, strengthening the work of those who transform lives every day.
Want to transform how your organization engages with donors, clients, or partners?
Talk to Smart Consulting and discover how we can help you structure campaigns, raise funds, and expand your impact with Microsoft technology.
