Multi-entity and federated structures
Chapters, affiliates, regions, and federated networks that need one system to reflect how the organization actually works.
The Tailored Experience
StratusLIVE 365 CRM is the Tailored Experience: an enterprise nonprofit CRM built on Microsoft Dynamics 365 for complex, multi-entity organizations. It is configured with your IT team, carries constituent management, fundraising, gift processing, and reporting on the Microsoft cloud, and connects to the same digital fundraising, donor self-service, and workplace giving surfaces as Ignite.
Who chooses Tailored
Most nonprofits are served best by a guided, prescriptive platform. Some are not: their structure, IT practice, or integration needs call for a system shaped to them. That is who this experience is for.
Chapters, affiliates, regions, and federated networks that need one system to reflect how the organization actually works.
You have administrators and developers who extend your systems, and you want a platform that rewards that instead of fighting it.
Finance systems, data warehouses, and line-of-business tools that need direct integration paths through Dataverse and the Power Platform.
Your organization runs on Microsoft. Your CRM works inside Outlook and Teams and fits the security model you already govern.
Federated network? See how StratusLIVE serves United Ways and federated organizations.
What you get
Constituent management, fundraising and moves management, gift processing, grants, and reporting, built nonprofit-specific on Dynamics 365.
Explore the CRMDynamics 365 and Dataverse underneath, Microsoft security around it, and a CRM your staff use inside Outlook and Teams.
See the foundationThe digital fundraising, donor self-service, and workplace giving infrastructure of the StratusLIVE platform family connects to 365.
Two experiences
Both experiences are StratusLIVE, and both serve the same mission: capacity for the team doing the work. The difference is delivery. If the Guided Experience fits your organization, we will tell you so.
| Ignite: Guided | StratusLIVE 365: Tailored | |
|---|---|---|
| Built for | Growing mid-market teams that want a prescriptive path and speed | Complex, multi-entity organizations with their own IT and integration needs |
| Foundation | StratusLIVE's purpose-built cloud platform | Microsoft Dynamics 365, Dataverse, and the Microsoft cloud |
| Configuration | Configured for you: guided onboarding and prescriptive defaults | Configured with you: custom entities, workflows, and integrations |
| Your IT team | Not required | A first-class participant, from scoping through go-live |
| Pricing | One annual subscription, set by revenue band | Custom enterprise pricing, scoped to your structure and scale |
Not sure which fits? That is the first thing a working session settles. Bring your structure and we will say plainly which experience serves it.
How Tailored implementations work
A tailored system earns its keep in the setup. The work is phased, your IT team is in it from the start, and nothing goes live untested.
01
Entities, affiliates, funds, integrations, and reporting needs are mapped before anything is configured.
02
Dynamics entities, workflows, and security roles are shaped to your operating model, with your IT team in the loop.
03
Data migration runs in planned phases and is validated with your team before cutover.
04
Role-based training for staff, then ongoing support from people who know your configuration.
Proof
Nonprofits have trusted the StratusLIVE platform family with their constituent and financial data for over 15 years. These stories run on StratusLIVE 365 and its connected giving surfaces.
4.5/5
G2 rating for the StratusLIVE platform.
20M+
Constituent profiles across the StratusLIVE platform family.
$1B+
Annualized giving across the StratusLIVE platform family.
“Now we don’t have to spend as much time maintaining contact lists and transferring data between systems. We can focus on bettering communications and analysis and what’s really important to our mission.”
Questions
Straight answers on what StratusLIVE 365 is, how it relates to Ignite, and how the Tailored Experience is delivered.
StratusLIVE 365 is an enterprise nonprofit CRM built on Microsoft Dynamics 365. It includes constituent management, fundraising, gift processing, grants, and reporting, and it is delivered as the Tailored Experience: configured with your team, on the Microsoft cloud.
They are two delivery experiences of one platform family. Ignite is the Guided Experience: prescriptive, fast to adopt, with revenue-band pricing quoted in writing. StratusLIVE 365 is the Tailored Experience: built on Microsoft Dynamics 365 and configured deeply for complex, multi-entity organizations.
No. StratusLIVE 365 is the Tailored path of the StratusLIVE platform family and continues to serve complex organizations. Ignite is the Guided path. Organizations choose the experience that fits how they operate.
Yes. It is built on Dynamics 365 and Dataverse, staff work with it inside Outlook and Teams, and reporting runs through embedded Power BI.
Pricing is custom and scoped to your structure and scale: entities, constituent volume, integrations, and support model. A working session establishes scope before any number is quoted.
A scoping conversation with a team that has seen complex before.