Yes. With connections via Power Automate or Microsoft Graph, Copilot can trigger actions (e.g. create tasks, send reminders, update records) from natural language prompts, reducing friction in workflows.
AI-in-a-day is perfect for small NonProfits who want to offer quicker support, work smarter and give their team back time… without the need for tech skills or huge budgets.
AI-in-a-Day is a hands-on enablement workshop from FormusPro, designed to help organisations explore and adopt Microsoft AI across Copilot the Power Platform, and Dynamics 365.
In just one day, your teams will learn how to identify high-value AI use cases, build secure proof-of-concepts, and understand how Microsoft’s tools can automate tasks, enhance insight, and transform productivity. Delivered by FormusPro’s AI specialists, it turns AI from an abstract idea into a practical roadmap for your organisation.
Half-day hands-on training (up to 10 people) on an intro to AI, how to prompt and how to use Copilot Studio.
We’ll guide your team through how to use Copilot Studio and Power Automate to manage and improve your chatbot. No jargon, no overwhelming fluff, just useful know-how.
We’ll build a custom chatbot using your existing documents – FAQs, T&Cs, service info, referral criteria, whatever you’ve got.
We’ll set it up to:
Please get in touch to speak to us about costs
We’ll work with you to check if you already qualify for Microsoft charity discounts. Many do, which can reduce your wider licensing costs.
You don’t need to start from scratch or invest in complex databases. This tool works with what you already have, so you can skip the heavy lifting and get started quickly.
Got PDFs, Word docs, or web pages full of useful info? This solution reads and understands your existing content such as policies, procedures, FAQs, training guides and makes them searchable and accessible in seconds.
You don’t need to be an IT expert. Updating content is as simple as uploading a new document. No coding. No stress.
Common customer questions made easy with this chatbot as it handles the repetitive stuff for you, freeing up your team to focus on work that really matters.
You can embed it directly into your intranet, public website, or Microsoft Teams. That means your staff, customers, or service users get answers in the flow of work.
Can Copilot be used to aid task automation across apps?
Yes. With connections via Power Automate or Microsoft Graph, Copilot can trigger actions (e.g. create tasks, send reminders, update records) from natural language prompts, reducing friction in workflows.
How does FormusPro support organisations in training and adoption of Copilot?
We deliver change management, user workshops, prompt libraries, sample use-cases, best practice guides, support for governance and feedback mechanisms, so that Copilot becomes embedded in culture rather than being under-used or misused.
Can Copilot help with generating or automating reports?
Yes. For example Copilot can pull together data from chats, emails, meetings, Excel or BI dashboards and auto-generate summaries, slide decks or status reports, which saves manual data gathering and improves consistency.
How does cost/licencing/usage work for Copilot, and what should organisations consider?
There are different levels/licences depending on which Copilot you use (Microsoft 365, Dynamics, Security etc.), how much usage (number of prompts, users, data connections), data capacity and whether custom training or prompt frameworks are built. Organisations should assess usage patterns and start with pilot licensing to avoid over-commitment.
How does Copilot work with “prompt engineering”?
Prompt engineering (crafting good prompts) is key: specifying context, defining expected style or output, using internal data or content, refining prompts based on feedback. FormusPro helps users learn how to write good prompts to get more useful output.
Can Copilot help NonProfit, Public Sector or heavily regulated organisations?
Absolutely. These sectors can use Copilot whilst ensuring strong compliance frameworks, maintain data privacy, restrict usage, audit all actions and use it to improve service delivery, reduce admin, improve reporting or grant writing etc.
How can Copilot be used in customer service or support roles?
In support, Copilot can draft responses, suggest resolutions based on past cases, summarise incoming tickets, provide agents with context from customer history and help route or escalate issues using its understanding of your data.
Can Copilot help with knowledge management and internal documentation?
Yes. Copilot can summarise documents, provide “ask questions of your documents” features, generate FAQs or guides from internal content, helping employees find the information they need more quickly.
What business outcomes should organisations expect with Copilot?
Faster content creation, better consistency of output, improved user satisfaction, reduced manual repetitive tasks, enhanced decision-making from insights, better team collaboration and over time efficiency gains and creativity boosts.
What are common pitfalls when adopting Copilot, and how can they be avoided?
Pitfalls include unclear prompt/design of how Copilot will be used, missing or poorly configured data permissions, inadequate training or assuming Copilot replaces rather than augments human work. Avoid these via pilot projects, governance, feedback loops, change management.
How quickly can value be seen after deploying Copilot in a business?
Some use cases (like drafting emails, summarising meetings, or generating initial drafts) can show noticeable gains within days to a week; more advanced uses (integrating it with business-systems, custom prompts, automation across apps) may take a few weeks to configure properly.
What AI-features are standard with Copilot, and how do they differ across the “for Microsoft 365”, “for Dynamics”, “for Security”, etc. modules?
Standard features include natural language prompt input, summarisation, content generation, task automation. The different modules overlay domain-specific capabilities: e.g. Dynamics Copilot focuses on business data / records, Security Copilot on threat insight, Fabric/BI Copilot on analytics insights, etc.
What are the security and privacy considerations with Copilot, and how are they managed?
Copilot inherits your organisation’s existing security, identity and compliance policies. Data isn’t used to train the LLMs outside your tenant, permissions are enforced and FormusPro helps configure tenant settings, roles, audit logs so privacy risks are minimised.
How does FormusPro help organisations implement Copilot effectively?
We assist with readiness: identifying relevant business scenarios, connecting the correct data sources, ensuring security & governance is correctly configured, training users, embedding Copilot into workflows so it enhances work rather than disrupts it.
How does Copilot integrate with Dynamics 365 and business systems?
Copilot for Dynamics can pull in records, customer interactions, financial data etc., suggest next best actions, help generate insights from CRM / ERP data, assist in case resolution, sales forecasting or process optimisations using your organisation’s own datasets.
How can Copilot help boost productivity across everyday Microsoft 365 apps?
Copilot can draft emails, summarise meeting notes, create slide decks, analyse data in Excel, help brainstorm or plan in Word, generate chat responses in Teams… all saving time, reducing repetitive work and making content-creation easier.
What does Microsoft Copilot do?
Copilot is Microsoft’s AI assistant that combines large language models with your organisation’s data (via Microsoft Graph, Dynamics, etc.) to help automate, generate and enhance your workflow… writing, summarising, analysing, and acting, directly in apps people use every day.
What features should I look for in a NonProfit CRM system?
The features will vary depending on your organisations independent needs, however some of the most common features we see Charities and NonProfits look for include: Donor Management and Engagement, Relationship Management, Fundraising Tools, Income Processes and Manual/Automatic entry, Regular Payment Sceduling & Tracking, Managing Gift Aid Declerations, Generating Gift Aid Claims, Dashboards For Reporting, Automation & AI.
Which NonProfit CRM software is best for small organisations?
FlexNFP comes packed with features built specifically for charities and NonProfits. You can manage all your donor and stakeholder relationships in one place, handle income processing, both manual and automatic, and set up regular giving schedules with ease. FlexNFP is easy to use, and scales as you grow.
How can Microsoft tools help a NonProfit specifically?
Microsoft’s tools can help by bringing everything into one place. They make it easy to track donations and grants, manage volunteer sign-ups and schedules, and even automate repetitive admin tasks like sending thank-you emails. Plus, you can use built-in dashboards to clearly show your impact to funders and boards.
Do NonProfits get discounts on Microsoft Business Applications?
Nonprofits can often get access to Microsoft products at a reduced cost, or even for free. This includes tools like Dynamics 365 and Power Platform. The exact discount or donation depends on the product and the size of your organisation.
Can we use Microsoft Applications with other tools we already have?
Microsoft Business Applications connect seamlessly with Office 365 tools like Outlook, Teams, SharePoint, and Excel, as well as many third-party platforms. This means donations made through your website can flow straight into Dynamics 365, and reports can be shared instantly in Teams.
What are the biggest challenges NonProfits face in managing donors, volunteers and events?
Common issues are data silos (donor info spread across email, spreadsheets, paper), difficulty predicting donor churn, manual event management, budget tracking being reactive rather than proactive and lack of real-time visibility for trustees.
How can Dynamics 365 & the NonProfit Accelerator help eliminate data silos?
The Accelerator provides standardised entities and attributes for donor commitments, transactions, volunteer data, outcomes etc., so all your data lives in one common platform. That means better reporting, unified dashboards, smoother workflows and fewer manual reconciliations.
How does AI help NonProfits predict donor churn or fundraising performance?
AI-driven models can look at past donor behaviour, communication frequency, response rates and external signals to flag donors at risk of lapsing. That lets you do targeted outreach before you lose them.
What does “omnichannel engagement” mean for NonProfits and why is it essential?
It means being able to engage supporters via email, social media, WhatsApp, text or other channels, capturing those interactions in your CRM. Having all that interaction data centrally helps you tailor communications, avoid duplication, stay GDPR compliant and build stronger relationships.
How can the Power Platform help improve efficiency for small charities with limited tech resources?
Power Apps, Automate and BI give them tools to automate repetitive tasks (thank-you letters, reminders, donor segmentation), build easy apps for volunteer sign-ups or event tracking, and generate insights via dashboards… all with little coding and lower spend than custom build.
How does real-time data and dashboards help NonProfits make better decisions?
Real-time dashboards can show current donation levels vs targets, volunteer availability, event logistics, expenses vs budget. That allows leadership or operations teams to adjust quickly, reallocate resources or change tactics without waiting for end-of-month reports.
What features does the NonProfit Accelerator include that are built specifically for sector needs?
It supports standard entities like donor commitments, transactions, program delivery, awards and results tracking; integrates with Common Data Model for NonProfits; has built-in attributes for impact indicators, benefit recipients etc., all of which reduce setup time and help with standardised reporting.
How can AI help with measuring impact and reporting to funders?
AI tools can aggregate data from multiple sources to show outcomes, generate narratives / summaries for reports, detect anomalies in results or input data, forecast impact trajectories based on current performance and produce visualisations or charts for reports or dashboards.
What are common pitfalls NonProfits face when implementing new technology, and how does FormusPro help avoid them?
Problems include underestimating data cleansing effort, lack of user adoption (especially for volunteers or non-tech staff), missing alignment on reporting requirements, compliance issues (GDPR etc.), and inability to scale. FormusPro helps by handling data migration, providing training, mapping compliance needs early, building in flexibility so systems can scale and focusing on human adoption.
How do NonProfits ensure compliance and data privacy when using cloud + AI tech?
Use role-based access, audit logs, data encryption, ensure data is stored in appropriate jurisdictions, ensure legal basis for data (e.g. donor consent), and choose vendors / systems that meet GDPR, sector-specific regulations. FormusPro helps with configuring all that.
What returns should NonProfits expect and over what timeframe?
Early benefits often include reduced admin time, better donor communication, clearer dashboards and satisfaction from staff seeing real-time insights. Medium to longer term gains include stronger donor retention, improved grant reporting, ability to scale, improved volunteer satisfaction, and better impact measurement.
How can NonProfits use D365 to improve volunteer onboarding and retention?
With apps or workflows that automate welcome materials, schedule training, track events or shifts, gather feedback using surveys (Power Platform / Customer Voice), and use AI to identify volunteers at risk of dropping off (through inactivity or feedback).
Can NonProfits reduce budget overruns in event management using Power Automate and AI?
Yes. Automate expense approvals, centralise vendor invoicing, use dashboards to track spend vs budget in real time and use AI to project cost overruns based on past event trends.
How do Membership Organisations or smaller charities benefit from the common data model in reporting across multiple programmes?
The CDM ensures consistency: similar fields / structures across programmes so you can roll up reporting (e.g. across fundraising, grant delivery, volunteer programmes), compare metrics, report impact in legacy compatible way, and avoid reinventing dashboards for each programme.
How can AI help with donor segmentation and targeted outreach?
By analysing past donation history, demographic or engagement data you can segment donors (high value, lapsed, frequent small donors) and customise messaging. Copilot or AI tools can also suggest segments or generate campaign drafts for each group.
How can NonProfits leverage automation to manage grant compliance and reporting?
Build workflows that trigger reminders, gather required documentation, enforce review checkpoints, sync data from projects to financials, generate reports using Power BI or Power Platform, and use AI to highlight missing or anomalous data before submission deadlines.
Can NonProfits use Fabric / Dataverse to connect disparate fundraising / membership platforms?
Yes. Using Dataverse or Fabric you can bring data from third-party tools, spreadsheets, events, donation platforms (e.g. JustGiving etc.), unify where data resides, avoid duplicate records, build a single view of supporter or member interactions and power dashboards or automations off of that unified data.
How do you manage change and training with volunteers and low-resource staff who might not be tech-savvy?
Use simple user interfaces, templated apps or dashboards, guided training, provide champions / super-users, embed feedback loops, ensure that technology doesn’t overcomplicate but supports people.
What role does Continuous Improvement play in NonProfit tech adoption?
Regularly reviewing what dashboards or reports are used, what workflows are working, gathering feedback from staff / volunteers, evolving data models or automation, upgrading or extending AI usage, retiring unused apps or flows, so your tech keeps pace with the mission and resources.
How might NonProfits cautiously adopt AI while safeguarding transparency and trust?
Begin with small, explainable models (e.g. trend detection, summarisation), ensure outputs can be audited, maintain human oversight especially in communication or decisions, ensure consent and transparency in how data is used and involve stakeholders in testing.
How can NonProfits forecast budgeting more accurately using Dynamics 365 or Power BI?
The LGA required a solution that would allow them to update Oscar records to feedback to the Oscar API when required. It also needed to dedupe historical records, with auditing and replace their old legacy code with added member functionality to improve organisational front end searchability.
Scale Up Tech Company – 2024