Training
Achieve maximum results through effective product management
Enhance your skills with our training programs!
Through the Ifunds Academy, we offer training programs that help you master new functional areas or train new employees. Our training sessions are designed for both beginners and professionals who want to deepen their knowledge of Microsoft Dynamics and Ifunds Engage 365, and learn how to use these tools to create greater social impact.
We offer both on-site and online training. Check the schedule and register!
New to our offering: customized training on location.
Training overview
NEW! Customized Engage 365 training
On-site or online:
Make your daily work easier with our practical tips and tricks, and get up to speed with the latest Engage features.
In compact sessions, we cover search and filtering, views, help pages, settings, imports, tasks, and integrations. We also include the most important financial and marketing components, helping you search and find information faster, work more efficiently, and get more value from your data. Ideal if you already work with Engage and want to get fully up to date in a short amount of time. There is time to practice and ask questions—in short, a truly customized refresher training.
We start with an extensive intake to tailor the training to your needs.
Want to learn more about the options and pricing? Contact us at academy@ifunds.nl.
Introduction Engage 365
This introductory training helps you get started quickly and efficiently with Dynamics CRM and Engage 365.
In this 2‑hour online training session, we provide a comprehensive introduction to the core functionalities of Dynamics CRM and Engage 365. You will learn the most important features for daily use and where to find additional information and support. This training increases your effectiveness in using Engage 365 and gives you a clear overview of the available follow‑up training options.
Target audience:
All employees who will be working with CRM or who want to refresh their knowledge.
Cost:
€99 per person for this online training.
Dates
- Monday, April 13, 2026
1:00 – 3:00 PM - Wednesday, May 20, 2026
10:00 AM – 12:00 PM - Thursday, June 18, 2026
1:00 – 3:00 PM - Monday, September 14, 2026
1:00 – 3:00 PM - Wednesday, October 21, 2026
10:00 AM – 12:00 PM - Thursday, November 19, 2026
1:00 – 3:00 PM
Introduction Engage 365 Fundraising
This is our basic training for working with Engage 365 for fundraising organizations and can be used as a foundation for other training sessions. You will become familiar with the various Engage functionalities, such as creating and modifying commitments.
Key topics include:
- 360‑degree relationship view
- RFM fields
- Address changes
- Commitments
- Tax‑deductible commitments
- Legacies
- Segments and segment history
Target audience:
All users; no prior knowledge is required.
Cost:
€452.50 per person.
Introduction Engage 365 – Relationship management
This training provides an overview of the core functionalities of Dynamics 365 CRM and can be used as a foundation for other training sessions. You will become familiar with the different Engage functionalities.
Topics include:
- Look and feel
- Contacts and organizations
- Menu navigation
- Search options
- Entities and forms
- System and personal views
- Activities
- Merging records
- Connections
Target audience:
All users; no prior knowledge is required.
Cost:
€452.50 per person.
Introduction to Engage 365 – Application Management and Settings
Introduction to Engage 365 – Application Management and Settings
This training offers administrators an introductory view of Engage 365. You will learn how to manage users, security roles, and the Engage 365 configuration settings.
Topics covered:
- Users and security roles
- Auditing
- Duplicate detection rules
- Exporting and importing
- GDPR settings
- Queues and mailboxes
- Engage 365 settings
- Solutions
Target audience:
Administrators with basic knowledge of Ifunds Engage 365
Cost:
€910 per person (including lunch)
Follow‑up Training Engage 365 – Application Management and Forms
Follow‑up Training Engage 365 – Application Management and Forms
This training gives administrators an in‑depth view of Engage 365. You will learn how to work with forms in Engage 365 and apply the Ifunds “how‑to” guidelines.
Topics covered:
- Modifying forms
- Creating new fields
- Calculated and composite fields
- Business rules
- Field‑level security
- Relationships and mapping between entities
- Working with multiple forms
- Security roles for forms
- Ifunds “how‑to” guidelines
Target audience:
Administrators with knowledge of the Introduction to Engage 365 – Application Management training
Cost:
€910 per person (including lunch)
Follow‑up Training Engage 365 – Application Management and Processes
This training offers administrators an in‑depth look at managing and optimizing processes within Engage 365. You will learn how to design, configure, and maintain processes that support efficient and consistent ways of working, in line with the Ifunds best practices.
Topics covered:
- Business Process Flows
- Workflows
- Power Automate flows
- Task automation
- Process governance and best practices
- Monitoring and optimizing processes
- Ifunds process guidelines and standards
Target audience:
Administrators with knowledge of the Introduction to Engage 365 – Application Management training.
Cost:
€910 per person (including lunch)
Follow‑up Training Engage 365 – Financial Processes and Transactions
This training provides administrators and functional specialists with in‑depth knowledge of the financial processes within Engage 365. You will learn how to configure, manage, and optimize financial transactions and ensure accurate processing and reporting in line with Ifunds best practices.
Topics covered:
- Financial commitments and pledges
- Transaction processing
- Direct debit setup and management
- SEPA files and bank integrations
- Matching payments and commitments
- Handling reversals and exceptions
- Financial controls and validations
- Reporting and insights into financial data
- Ifunds guidelines for financial processes
Target audience:
Administrators and key users with knowledge of Engage 365 and financial processes
Cost:
€910 per person (including lunch)
Register here for this training
Dates
- The new dates will be published online soon.
Follow‑up Training Engage 365 – Selections and Dashboards
This training provides in‑depth insight into the advanced functionality of Ifunds Engage 365 and is an essential course for all users involved in fundraising and marketing. During this training, you will learn, among other things, how to create selections using Ifunds Engage 365.
Topics covered:
- Creating selections using advanced find
- Related entities
- Personal views
- Exporting to Excel
- Charts
- Dashboards
- Sharing information
Target audience:
Fundraisers, marketers, super users, and system administrators with basic knowledge of Ifunds Engage 365
Cost:
€910 per person (including lunch)
Follow‑up Training Engage 365 – Campaigns and Activities
This training provides in‑depth insight into the advanced functionality of Ifunds Engage 365 and is an essential course for all users involved in fundraising and marketing. During this training, you will learn the details of the marketing and campaign functionality within Engage 365.
Topics covered:
- Campaigns
- Campaign activities
- Planning activities
- Campaign responses
- Static and dynamic marketing lists
- Campaign recipients
Target audience:
Roles within the marketing and/or fundraising departments with basic knowledge of Ifunds Engage 365
Cost:
€452.50 per person
Register
