Not For Profit – Dynamics 365 Support

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. Dynamics 365 offers a host of features that enables non-profits to minimise all overhead and operating expenses so that the maximum amount of funding can be allocated to the provision of services to customers. Dynamics 365 enables charity and not-for-profit organisations to streamline and optimise their processes, sales, service, and relationships with sponsors and donors.

A number of our charity and not-for-profit clients are going through a period of significant cultural change together 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.

We see the implementation of new technology and tools to support our non-for-profit clients to be effective in their roles as a key enabler for the changes required as well as a mechanism for helping break down silos.

Grant Management

With Dynamics 365, not-for-profit organisations can manage and track grants using the integrated all-in-one Grants Manager solution accelerator to streamline the grants process, from the initial solicitation through to approval and awards, you can ensure you stay on-time and within budget.

Donor & Member Management

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 to see where they’ve pledged in the past, and where they’re most likely to contribute in the future.

Donation Tracking

With Dynamics 365, 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.

Volunteer Management

Volunteer Management 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.

Campaign & Event Management

Users can create custom segments of contacts for individual campaigns, enabling nonprofits 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

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.