Dynamics 365

Dedicated Solutions for Not For Profit Organisations


QUANTIQ unique IP and Microsoft Dynamics 365 offer a host of features that enables non-profits to minimise overhead and operating expenses, maximising the throughput of funding for good causes and streamlining service delivery to their clients.




Dynamics 365 The Ideal Solution to Future Proof Your Not For Profit Enterprise

In today’s digital world, not for profit organisations of all sizes need to engage with many different groups – including corporate sponsors, public donors, and volunteers – across many different touch-points.

A number of our charity and not for profit clients are going through a period of significant cultural change, with long-term strategies that require a different way of thinking and working, as well as the delivery of significant growth in terms of reach and impact.The implementation of new technology and tools can help them be more effective in this role. It also provides a mechanism to help break down the silos than can form within a charity and reduce efficiency.



Grant Management

Grants form a critical income stream for non-profits and can provide a significant boost to funding. That’s why it’s crucial to proactively seek out grants that may be available, while also ensuring that the application process is manageable for non-profits without huge resources.



Donor & Member Management

Once you’ve encouraged a member or donor to interact with your organisation, we understand the importance of the user converting. You can earn donors for life with extensive customer relationship management capabilities in Dynamics 365. Engage with donors and volunteers, connect with beneficiaries, and manage finances.

Dynamics 365 enables users to track and analyse their donors’ behaviours from one single view, to see where they’ve pledged in the past and where they’re most likely to contribute in the future. This allows your Not For Profit organisation to target its most active donors more effectively, drive growth and ensure good relationships between your organisation and your members.  




Donation Tracking

Keeping track of donations can be difficult as they stream in from multiple sources. With Dynamics 365 and PowerBI, non-for-profit organisations can track and manage donations, and their relation to donors and specific campaigns.

Full donation history, information on recurring donations, and pledge amounts are accessible in one easily digestible interface. This modern approach to donation tracking takes the guesswork out of managing donors, make campaign funding easier to quantify, and it ensures that a full audit trail of your donations is available should one be required at a future date.




Volunteer Management

Volunteers are the beating heart of any non-profit organisation, and effective volunteer tracking is key for both the volunteer and the organisation. It’s important that volunteers are nurtured and their achievements rewarded, and it’s crucial that the organisation knows it has access to a pool of volunteers for future events.

Using the scheduling and operational functionality in Dynamics 365 lets charities optimise and organise their volunteer resource by giving them a complete view of hours volunteered, skills and training, approval, and other data about individual volunteers, making it easy to motivate and reward them and encourage future participation.




Campaign & Event Management

Non-profits are faced with new challenges in the form of data protection laws and the advent of GDPR. When a non-profit maintains contact with previous volunteers and donors, it must do so in a compliant way, by ensuring that every contact is in control of their data and contact preferences. Realistically, it’s the only way that a non-profit can publicise events and ensure continued interest.

With Dynamics 365, users can create custom segments of contacts for individual campaigns, enabling non-profits to directly target former donors who may be interested in similar upcoming campaigns, or keep supporters of previous campaigns in the loop and let them know how their contribution is being utilised.




Income Processing

Reporting is key to recognising campaign success, as well as tracking the most fruitful marketing campaigns and fundraising initiatives. It also allows for corporate sponsors and donors to be effectively tracked.

Dynamics 365 helps not for profit organisations manage often complex income streams by recognising the source of revenue – what appeal, campaign and event – and can categorise automatically as well as splitting the income across funds, helping to simplify the process of income management. What’s more, all of this can be beautifully presented in an interactive Power BI dashboard.




QUANTIQ’s SWIFT Accelerator

Avoid costs above budget, over running and delays with QUANTIQ’s SWIFT Accelerator. A tailored accelerator for all project methodologies – that minimises the time from design to deployment, optimising the speed of value to delivery and return on investment.

SWIFT includes templates and questionnaires which are developed for a specific project ensuring that all you stay on track; on budget and on time. Swift is the pinnacle of developer productivity allowing IT to shift the time typically spent on hand-tooled plumbing of code and maintenance to new business specific innovative software development.





Talk To Our Dynamics Experts

QUANTIQ understands the significant difference Dynamics 365 can make to a not for profit organisation, streamlining their processes and interaction with sponsors and donors alike. With overhead and expenses reduced, more funding can be directed towards actively making a change in the world. To learn more about what QUANTIQ can do for your Not For Profit organisation, contact us today.




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Starting a digital transformation: Growing pains, early wins and what’s to come

When Leonard Cheshire began their digital transformation with QUANTIQ & Microsoft, they also committed to sharing what they’ve learned along the way—in real time—so that colleagues also striving to improve their communities could benefit from their experience.  In the first instalment of their transformational journey learn how Leonard Cheshire upgraded their technology to the most secure, efficient, and easy-to-use systems on the market, and how they are beginning to scale—so that they can provide life changing support to even more people living with disabilities.




Discover QUANTIQ

Find out how our products can be applied to help your business realise results.

QUANTIQ is formed of a collection of brilliant, knowledgeable and experienced individuals. Our Team work with Microsoft’s specially crafted Business Applications to transform our clients’ business processes. With a headcount of 200 giving us a combined 1200 years of Dynamics experience, your organisation’s Digital Transformation couldn’t be in safer hands.
As well as being a Microsoft Gold Partner and esteemed Inner Circle member, we are the only Microsoft Partner in the UK that can sell, implement and support the full Dynamics stack in the Cloud, Hybrid-Cloud and On-Premise. We exist to help you enhance your business performance, maintain your competitive edge and drive your growth and profitability.
We work to your organisation’s specific needs, using Microsoft Dynamics Technologies to break down silos in your business and join people, data and processes – now and for the future. We take great pride in the relationships we foster, so choosing us as your Digital Transformation partner allows you to become more productive, more efficient and deliver value to your customers, with a Team you can trust.

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