Build AI-powered donor management with Power Platform

TL;DR

Microsoft's AI-enabled donor management reference architecture uses AI Builder to extract donation form data, Dataverse as a central source of truth, Power Automate for workflows and integrations, and Copilot Studio agents for donor enquiries, triage and next-best-action recommendations.

Original by Andrew Ly, on 365lyf.com. Read the original

This is our own summary, not a republication or full translation.

Why it matters

• Makers: Use AI-powered document extraction for donation forms, store validated data in Dataverse, and automate hand-offs with Power Automate to reduce manual entry.
• Admins/IT: Organise and centralise information before building agents, because fragmented content limits what Copilot can access and recommend.
• Leadership/Business: Measure the solution by increased capacity for donor engagement, fundraising and services, not only by administrative cost reduction.