Fundraising tracking lets you see where you are on your fundraising journey, track campaign performance, monitor pledges and gifts, and get the reports you need for transparency and decision-making.
Microsoft Dynamics 365 isn’t just for large enterprises, it’s transforming how charities and NonProfits manage fundraising, finance and field operations. FormusPro specialise in delivering solutions built on the Microsoft Tech Stack for the unique needs of the NonProfit sector, helping organisations maximise impact whilst maintaining transparency and control.
Improve donor relationships, handle, track and review budgets, manage events, control database activity whilst keeping everyone from donors to trustees up to date and connected.
We use Microsoft as the platform in the development of expandable, charity focused systems for many organisations who previously thought their only choice was to be locked into “specialised” bespoke software.
Working like this gives you the freedom and power to direct the set up and development of your system.
There are pros and cons to both of course; of which we would always advise you on, should you be looking to explore these differences.
When it comes to improving fundraising visibility or engagement through digital marketing, the inclusion of Click gives you vast options when considering marketing capabilities.
If you are familiar with MailChimp you will appreciate the ease and creativity the the drag and drop email editor allows, and when you need something more, the full HTML editor allows you the option to take full design control.
At the moment, Microsoft are offering a wide range of technology based grants to Non Profit organisations, to allow them to embark on a digital transformation journey at a reduced cost.
The reduced pricing that you could be eligible for is just around the corner. Be sure to get in touch with us today to find out what you are legible for.
Microsoft Dynamics 365 Charity & NFP has a few core elements to ensure an increase in productivity and a reduction in cost.
Grow your donor base using connected data, built-in engagement tools and easy reporting tools. Giving you the ability to save time and make the user experience a better one.
Staying on top of the tasks you are assigned and ensuring everyone is on the same page can be difficult, but with the task tracking element of Dynamics, it couldn’t be easier.
Staying on top of the relationships you build is crucial, from donors to patients everyone involved is of huge importance, which is why ensuring great communication is at the top of most poeple’s list.
Advertising through email to your existing contacts can be a great way to stay in touch, and potentially increase the donations you receive in a month. Having everything in one place is great, right?
Knowing where you are on your fundraising journey is important to know where you are as a charity. Now it has been made simple, with an easy fundraising tracking tool with in Microsoft Dynamics 365.
How does fundraising tracking work in the Charity & NFP Dynamics 365 solution?
Fundraising tracking lets you see where you are on your fundraising journey, track campaign performance, monitor pledges and gifts, and get the reports you need for transparency and decision-making.
Are there grants or special discounts available for charities to adopt Dynamics 365?
Yes. Microsoft offers technology grants for NonProfit organisations so that digital transformation is more affordable, and you may qualify for reduced pricing.
What marketing and email tools are included for charities using Dynamics 365 via FormusPro?
There’s a drag-and-drop email editor with Click for ease of use, plus the option of a full HTML editor for more design control.
Can small charities use Dynamics 365 or is it just for large ones?
Yes. Even small charities benefit. Dynamics 365 is flexible and scalable. You can start with core features and grow over time. The Charity & NFP setups are designed to adapt to different sizes of organisation.
What is relationship optimisation and why is it important for charities?
Relationship optimisation means using your Dynamics 365 system to keep in touch with everyone involved… donors, volunteers, trustees… with timely communication and relevant information, so you strengthen trust and engagement.
How can Dynamics 365 help with donor management?
It gives you connected data, built-in engagement tools and easy reporting, so you can grow your donor base, understand supporters better and simplify how you track gifts and pledges.
What do we mean when we say Charity & NFP in the context of Dynamics 365?
We mean how Dynamics 365 can be adapted and configured specifically for charities and NonProfits to manage donors, budgets, events, fundraising, reporting and relationships, rather than using generic or bespoke systems.
Can AI in Dynamics 365 help predict donor behaviour?
Absolutely. AI can analyse giving patterns, predict future donations and highlight at-risk supporters, allowing charities to be more proactive in their fundraising strategies.
Does Dynamics 365 include AI tools for charities?
Yes. AI and Copilot features can automate donor communications, suggest next best actions, and surface insights from supporter data, helping charities do more with limited resources.
What role does Continuous Improvement play for charities using Dynamics 365?
Continuous Improvement means evolving your system after go-live: adding optimisations, refining communication, improving workflows and making enhancements so the system keeps delivering value.
How does Dynamics 365 keep trustees and other stakeholders up to date?
Through reporting tools, dashboards, email communications and transparent donor and relationship records, everyone from donors to trustees can get timely insights and stay informed.
What is a Super User and why do we need one?
A Super User is someone in your organisation who understands the software well and acts as a guardian or admin champion. They help with new features, training and keeping best practices in place.
How is budget tracking handled in the Charity & NFP Dynamics 365 setup?
The system helps you handle, track and review budgets with connected data, ensuring you’re monitoring spend in real time and making sure funds are used correctly.
What is task tracking and how does it help charities in Dynamics 365?
Task tracking lets everyone assigned to tasks stay on the same page: you can track who’s doing what, deadlines and follow-ups, so nothing slips through the cracks.
The Little Princess Trust (LPT) identified the need for digital transformation, which would take the form of a system encompassing almost all areas of the organisation.
The system needed to be intuitive, integrate with other services, consolidate disparate information and create a sustainable and extensible solution for use well into the future.
contacts supported from our CE clients
Scale Up Tech Company – 2024
To find out about how we create systems around the Microsoft D365 platform or to ask us about the specific industry focused digital management systems we create, get in touch.
Tel: 01432 345191
A quick call might be all you need, but just in case it isn’t, we’re happy to go a step further by popping by to see you.
We travel all over the UK.
Just ask.