Frequently Asked Questions

We combine Microsoft expertise with sector knowledge , strong governance and a people-first mindset. That balance ensures technology delivers real-world value. 

We apply proven governance frameworks with regular checkpoints, transparent reporting and clear escalation paths. That way, risks are identified and resolved early. 

Our methodology includes training, support and continuous improvement. We don’t just hand over a system; we help you keep it useful and evolving. 

Success is measured against outcomes agreed at the start… whether that’s adoption rates, efficiency gains, reduced costs or improved reporting. 

We build improvement cycles into our approach, scheduling regular reviews and updates so your system evolves with business needs and Microsoft releases. 

We use collaborative workshops, regular updates and clear roadmaps so stakeholders understand progress and remain part of decision-making. 

Yes. Our framework adapts to both small projects and large, multi-department programmes, ensuring governance and adoption scale alongside complexity. 

We use phased delivery and automated testing to move quickly whilst maintaining quality. Each phase is reviewed against agreed outcomes before moving forward. 

Yes. We often collaborate with internal IT teams or existing partners. Our framework ensures clear roles, responsibilities and governance across all parties. 

Change management is central. We engage stakeholders, provide training and help staff adapt so systems are adopted, not just delivered. 

Change management is central. We engage stakeholders, provide training and help staff adapt so systems are adopted, not just delivered. 

We use agile, phased or fixed-price approaches depending on what suits the project best. The model is chosen to balance flexibility, clarity and budget control. 

Anclear methodology reduces risk, avoids wasted effort and keeps projects on track. It ensures technology is delivered in a way that supports people and business goals. 

“How We Do It” is FormusPro’s delivery methodology. It explains the way we approach projects… from discovery and planning to governance, change management and long-term support. 

Absolutely. AI features can be introduced gradually as part of continuous improvement, whether through Microsoft Copilot, Power Platform AI Builder or custom GPTs. 

Yes.Microsoft has embedded Copilot and AI tools across Dynamics 365 applications, helping automate tasks, surface insights and improve decision-making directly within everyday workflows. 

The first step is a discovery session where we understand your goals and challenges. From there, we’ll propose a roadmap tailored to your organisation. 

We can provide consultancy, health checks, support and continuous improvement services, even if your system was built by another partner. 

We follow our proven methodology of discovery, design, build, training, support and continuous improvement, adapting the approach to your needs. 

We see particular value in NonProfit, Public Sector, Membership, Professional Services, Private Healthcare, Clean Energy and Manufacturing & Distribution. 

Security is built in. It includes role-based access controls, data encryption and compliance with international standards such as GDPR. 

Yes. We regularly integrate Dynamics 365 with finance, membership, ERP and third-party platforms so data flows smoothly across your organisation. 

No. You can start with a single application and add more modules later. Many organisations begin small and expand as their needs evolve. 

FormusPro work across the full suite, including Sales, Customer Service, Marketing, Finance, Supply Chain, HR, Project Operations and Field Service. 

Dynamics 365 combines flexibility with integration. You can start with one module and add others as you grow, with shared data across the whole platform. 

Dynamics 365 is Microsoft’s suite of cloud-based business applications. It includes modules for sales, service, finance, supply chain, HR and more, all of which can work together on a common data platform. 

The first step is a discovery session. We’ll review your current systems, goals and challenges, then recommend how the accelerator can be tailored to fit your needs.

Yes. It’s built on the Microsoft Tech Stack, so you can add new modules, automation, AI or analytics tools like Fabric as your organisation scales.

Yes. Data is structured consistently, which makes it easier to run reports for boards, funders and regulators, whilst improving transparency and trust.

Timelines vary by scope, but many organisations see a working system in weeks rather than months. Starting with the accelerator makes implementation faster and more cost-effective.

Absolutely. It’s designed to be a starting point, not a one-size-fits-all solution. We’ll configure it to reflect your programmes, terminology and reporting needs.

The accelerator can integrate with existing systems or be used to migrate you onto a Microsoft platform. We’ll assess whether replacement or integration is the best route.

Yes. Copilot and AI tools can be layered on top of the accelerator to automate donor communications, predict giving trends and highlight where resources will have the most impact.

Very. You can start with the core data model and extend it with Dynamics 365 apps, Power Platform tools, AI automation and third-party integrations as your needs evolve.

Yes. It has entities and processes for tracking grants, distributing funds and managing programme delivery, helping you show impact to funders and regulators.

It includes tools for managing donors, pledges, gifts and campaigns. Data flows through the system, giving you better insight into fundraising performance and supporter engagement.

It shortens delivery times, reduces costs and gives you a best-practice starting point. Instead of building from scratch, you can adapt proven templates to your organisation’s needs.

An accelerator is a pre-built solution template created by Microsoft to speed up deployment. It provides a ready-made data model, sample apps and best-practice processes that can be tailored to your organisation, saving time and reducing cost compared to building everything from scratch.

The NonProfit Accelerator is a Microsoft solution template designed for charities and NGOs. It provides pre-configured data models for donors, grants, constituents, volunteers and programmes, giving NonProfits a ready-made foundation to build on.

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.

Yes. Microsoft offers technology grants for NonProfit organisations so that digital transformation is more affordable, and you may qualify for reduced pricing.

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.

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.

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.

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.

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.

Absolutely. AI can analyse giving patterns, predict future donations and highlight at-risk supporters, allowing charities to be more proactive in their fundraising strategies.

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.

Continuous Improvement means evolving your system after go-live: adding optimisations, refining communication, improving workflows and making enhancements so the system keeps delivering value.

Through reporting tools, dashboards, email communications and transparent donor and relationship records, everyone from donors to trustees can get timely insights and stay informed.

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.

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.

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.

Continuous Improvement ensures your system grows with your needs. As your services evolve, we can add new features, refine processes and introduce AI tools so you keep getting maximum value.

The first step is a discovery session to understand your service processes and challenges. From there, we’ll design a tailored roadmap to deliver the right setup for your organisation.

Absolutely. Whether you’re a charity, membership body, healthcare provider or commercial organisation, Customer Service can be tailored to your processes, terminology and regulatory needs.

Yes. AI can provide automated responses, route cases to the right person, predict service issues and suggest next best actions. This improves efficiency and creates better customer experiences.

By providing accurate records, clear communication history and consistent touchpoints, Dynamics 365 builds trust and improves engagement across every relationship.

A single system means fewer silos, less duplication and more reliable data. Staff spend less time hunting for information and more time using it to support customers.

Dynamics 365 automates routine processes, such as case assignment or follow-up reminders. This reduces manual admin and allows staff to focus on delivering value to customers and service users.

Yes. Dynamics 365 integrates with SMS tools so you can send and track text messages alongside emails, calls and meetings. This makes multi-channel communication easier to manage.

Customer insights use the data in your system to highlight trends, identify patterns and suggest actions. With AI built in, it can surface opportunities, predict issues and help staff respond proactively.

Fast look up allows users to quickly find customer records or case information without searching across multiple systems. It saves time and ensures users always have the latest information at their fingertips.

Absolutely. Dynamics 365 is cloud-based, which means you can access it securely from a PC, tablet or mobile, wherever you’re working.

Yes. Many organisations start with scattered spreadsheets and email address books. Dynamics 365 replaces these with a structured, secure database that’s easier to update, share and report on.

Contact management in Dynamics 365 includes storing key details, tracking interactions, assigning tasks, and linking records to wider relationships like organisations, households or accounts. This provides a complete picture of how you connect with people and groups.

By consolidating data into one system, Dynamics 365 shows you every interaction, history and related information in one place. This helps staff make better decisions, improve engagement and resolve queries faster.

All communications, including calls, emails and meetings, can be logged automatically against a contact record. This means your team has full visibility of the relationship, making it easier to follow up and deliver consistent service.

Customer Service with Dynamics 365 is about giving organisations a single system to manage every interaction with their customers, donors, service users or stakeholders. It brings phone calls, emails, appointments and tasks together so nothing gets lost and relationships are strengthened.

Absolutely. By bringing together contacts, opportunities, communications and insights into one account view, Dynamics 365 makes it easier to coordinate account-based strategies and build stronger relationships.

Sales Professional covers core sales functions like lead and opportunity management, whilst Sales Enterprise adds advanced features like forecasting, AI insights and customisation. We’ll help you choose the right fit.

Conversation intelligence uses AI to analyse sales calls and meetings, surfacing key themes, sentiment and next steps. It helps sales managers coach teams and improve conversations.

Yes. Dynamics 365 Sales connects with tools like Dynamics 365 Marketing, Click, DotDigital or other marketing automation platforms so leads generated from campaigns flow directly into your pipeline.

Continuous Improvement means regularly reviewing your sales pipeline, refining processes, tweaking lead scoring, adding new automation or AI features so your sales team keeps getting more efficient and effective over time.

Key metrics include conversion rate, lead response time, average deal size, sales cycle length, win/loss ratio, and activity levels (calls/emails). With Dynamics 365 dashboards, you’ll get these insights front and centre.

First, we do a discovery session to understand your current sales process, challenges and goals. Then we define what you need (lead stages, pipeline structure, integrations etc.) and build a roadmap to get you there.

It works well in many sectors, especially where relationships and deal pipelines are important. We’ve seen strong results in NonProfit, Professional Services, Membership, Healthcare and others, but the setup can be adapted to almost any industry.

Yes. You can configure stages, forms, dashboards, pipelines and integration points so that the system matches how you sell, what data matters to you, and how your workflows operate.

It includes role-based access, secure (encrypted) storage, and Microsoft’s built-in compliance standards. You control who sees what, ensuring sensitive data stays protected.

Absolutely. Automation features like task follow-ups, reminders, email templates and lead workflows reduce repetitive work, letting your team spend more time selling than admin.

Yes. AI features like opportunity scoring, relationship insights, conversation intelligence and alerts about relationship health help sales teams be more proactive and efficient.

You’ll get dashboards, real-time analytics and reports to see activity, conversion rates, opportunity values and pipeline health. You can adjust your strategy based on actual data rather than guesswork.

You can use the mobile app to do things like scan business cards at events, update lead status in meetings, and view dashboards on the go. This keeps your sales process moving even when you’re out of the office.

Yes. For example, integration with LinkedIn Sales Navigator, and signals from Office 365 help augment sales outreach, enrich data and improve warm introductions and lead insights.

Emails are tracked so you can see who opened them, when and how they interacted. That insight lets you follow up more intelligently and adapt your messages and strategies.

Lead scoring uses data to rank prospects by how likely they are to convert. You can score based on activity, engagement, demographics or custom signals. It helps focus effort on high-value leads.

You define your own stages (lead, opportunity, proposal, etc.), track where deals are up to and see what’s likely to close. That makes forecasting better, helps with prioritisation, and gives visibility on what’s working / what isn’t.

You define your own stages (lead, opportunity, proposal, etc.), track where deals are up to and see what’s likely to close. That makes forecasting better, helps with prioritisation, and gives visibility on what’s working / what isn’t.

A 360-degree view means you see all interactions, behaviours and history in one place… everything from past deals to emails, tasks and touchpoints. It helps your sales team make informed decisions, build trust and act faster.

With quick search and easy lookup, you can find leads, contact records or interaction history (emails, calls, meetings) in seconds. No more digging through multiple systems or spreadsheets.

Sales with Dynamics 365 is using Microsoft’s Sales tools to streamline, automate and improve your sales workflow. It means better lead tracking, pipeline management, relationship insights, and tools to help your team work more efficiently.

Customer Insights ‒ Journeys is a module in Dynamics 365 that lets you create multi-channel marketing campaigns personalised for each stage of the customer lifecycle. It tracks leads, automates journey flows and helps sales and marketing work together more closely.

Customer Insights – Journeys lets you segment audiences, tailor content and automate what messages are sent, when and via what channel. That way each contact sees what’s relevant to them, improving engagement and trust.

You can use email, social media, web, push notifications and integrations with tools like Facebook, LinkedIn or MailChimp. The idea is to reach people where they are.

With built-in workflows, pre-made automation, and integrations, Customer Insights – Journeys takes care of repetitive tasks like follow-ups, scoring leads, triggering next steps automatically. That frees your team to focus on higher-value work.

Yes. Customer Insights – Journeys supports integrations with many popular tools so you don’t have to rip and replace everything. You can keep using what you have alongside span-channel automation and data-driven insights.

It logs opens, clicks, and website behaviour so you can see how people interact with your content. That data feeds into segmentation, automation and helps you refine your campaigns.

Reporting & analytics let you see what parts of your journey are working, what isn’t, so you can test, tweak and improve. It gives you clarity about campaign performance and ROI.

Because both teams use the same system, they share data, see the full customer lifecycle, and can coordinate touch points more effectively, which means better handoffs, fewer gaps and better overall customer experience.

Yes. Newer Microsoft release waves introduce AI tools like generative AI to help you sketch out journeys by describing what you want, automate content and optimize when, how and which messages are sent.

We begin with a discovery session: understand your current touchpoints, audience, what you already send out, what data you capture. From that we map out your first journey and refine from there.

By letting you trigger content based on user behaviour (e.g. visiting a page, opening an email), local timing, or engagement. That way communications arrive at moments people are more likely to respond.

Definitely. Whether you’re in NonProfit, membership, public sector, or any field, you can tailor content, channels, workflows and data-points so it fits your sector’s needs.

Lead nurturing means gradually building relationships with potential customers or supporters, sending helpful content or reminders, letting them progress through stages until they’re ready to convert.

It depends on how complex your journeys are, how many channels you use and the maturity of your data. Some simple journeys can show gains (opens, clicks, engagement) in weeks; deeper lifecycle impact takes longer and continuous tuning.

Yes. Because it uses unified user profiles, segmentation tools and built-in controls, you can ensure only relevant communications are sent and personal data is handled according to standards like GDPR.

Common pitfalls include using too many channels too early, sending irrelevant content, not maintaining data quality or segmentation, ignoring reporting and not optimising for mobile or timing.

Yes. Customer Insights – Journeys can be used for account-based B2B campaigns, mass-market B2C journeys, or hybrid approaches, depending on your organisation’s audience and goals.

Absolutely. Customer Insights – Journeys works with Dynamics 365 Customer Insights, Power Platform and external data sources to create a unified profile, giving you a complete picture of every individual.

Lead scoring assigns points based on behaviours like opening emails, clicking links or attending webinars. High-scoring leads are flagged for sales, ensuring your team focuses effort on the most engaged prospects.

Yes. Customer Insights – Journeys can integrate with event tools like Eventbrite, letting you promote events, track registrations, and then automatically follow up with attendees before and after.

Continuous Improvement means regularly reviewing journey performance, updating content, adjusting triggers and refining automation so your marketing stays relevant, efficient and impactful.

Key metrics include open rates, click-throughs, conversion rates, drop-off points in journeys, lead response times and revenue or impact generated from the nurtured leads.

ROI may come from increased engagement, higher lead conversion, more efficient use of marketing and sales resources, fewer lost leads and better alignment of customer experience.

More reliable financial operations, better forecasting, less manual work, improved decision making, stronger compliance, enhanced performance as growth demands increase. 

Yes. It supports recurring revenue models, forecasting and dashboards which let you project future cash, monitor receivables and plan ahead. 

Microsoft provides robust security, with role-based access, encryption, compliance with regulations, and supports local legal / tax / GDPR requirements in many regions. 

Licences vary by role (full users vs team members), feature set (core vs premium), capacity needs and whether add-ons or extensions are needed. 

By automating sales orders, invoicing, cash receipts, chasing late payments, integrating with inventory so shipping & billing are aligned, reducing delays. 

There are options: cloud deployment (SaaS) or hybrid / on-premise in some cases, depending on business needs, data sovereignty or compliance constraints. 

It can map income and expenditure to funding sources, enable transparency in reporting, support budget vs actual tracking, and ensure compliance with funder/budgetary requirements. 

Yes. New and upcoming features include tracking environmental impact elements (emissions etc.), helping organisations meet sustainability reporting obligations.  

It supports contract management, warranty tracking, return handling etc. so service obligations can be tracked alongside finance and operations. 

Yes. You can run scenario analyses to see how changes in shipping costs, inventory delays or supplier issues might affect cash flow or margins. 

Continuous Improvement means reviewing what’s working, refining dashboards, automations, adding AI or reporting enhancements, ensuring the system evolves with your organisation’s needs. 

It gives you capabilities for inventory tracking, ordering, stock levels, logistics, combined with visibility and adjustability as supply demands change. 

Common issues include poorly-defined data migration, weak requirements upfront, underestimating integration needs, neglecting user training/adoption, and not configuring workflows or security correctly.  

Some gains (improved financial operations, automation of routine workflows, better visibility of sales/inventory) often occur early, within weeks. More complex improvements (customised workflows, advanced AI-insights) take time. 

It integrates with Microsoft 365 (Outlook, Excel, Teams etc.), Power Platform (Power BI, Power Apps, Power Automate), external systems via connectors or APIs, and can extend using industry-specific apps.  

Absolutely. It’s well suited for smaller organisations; you can start with core financial and operational features and scale up features, modules and integrations as your business grows.  

It includes Copilot and autonomous agents to automate routine tasks, support forecasting, assist with order entry and suggest efficiencies.  

Yes, you can access it across devices (desktop, tablets, mobile) and location-agnostic working is supported. Teams, Outlook and Excel integrations help people access data where they already work.  

It includes strong audit functionality, workflow controls, traceability, secure data handling, and features that support regulatory requirements.  

You get tools to model the impact of exchange rate changes, supply chain cost fluctuations, cash flow forecasting, trend reporting, plus AI-powered insights as you grow.  

Yes. It supports multi-currency, handling different sales, purchasing and logistics across borders. It also includes features localised for specific jurisdictions. 

It offers comprehensive tools such as general ledger, accounts payable and receivable, bank reconciliation, asset management, audit trails and workflows so finance teams can operate more accurately and efficiently.   

Business Central is Microsoft’s all-in-one ERP system designed especially for small and medium-sized organisations. It unifies financials, operations, purchasing, sales and inventory, giving you better control, insight and automation.  

You can build apps or flows that enforce data access rules, log actions, rquire approvals, and build reports/audits from data stored centrally, helping you meet regulatory obligations. 

Absolutely. Teams in operations, HR, membership, fundraising etc. can create apps or automations that match their workflows without waiting for IT. 

 Adoption involves training, change management, champions within teams, good documentation and starting with small wins. Once people see how useful the tools are, uptake grows. 

Using Power BI, you can create interactive dashboards, embed visuals in other apps or portals, share insights across teams and monitor metrics in real time, reducing manual report generation. 

AI features include things like sentiment analysis, predictive insights, Copilot support for generating formulas or logic, and suggestions for automation. For example you can get alerts when data anomalies appear. 

Yes. It supports connections to many data sources: databases, existing Microsoft systems, third-party APIs, and even legacy systems. You can pull in and send out data so you don’t lose what you already have. 

Depending on complexity: a simple app or dashboard might be up in a few days; automations or more integrated solutions take longer. The design, data sources and dependencies affect speed. 

It means you don’t need to be a professional coder to build dashboards, forms or basic apps. Many tools use drag-and-drop interfaces, familiar formula-like logic and pre-built templates. 

When you combine tools (for example Power BI visualisations, Power Apps input forms, and Power Automate flows), the result is more than the sum of parts: automation kicks in, data becomes accessible, and you reduce delays and manual handoffs. 

Because many departments have data in silos, repetitive tasks, or reporting that’s slow or manual. The Power Platform helps you bring data together, automate workflows and visualise insights to make decisions faster. 

The Power Platform is Microsoft’s suite of tools (Power BI, Power Apps, Power Automate, Power Pages) that let organisations build solutions, dashboards and automations with little to no coding knowledge. It lets every department get more out of their data and drive efficiency. 

Power Pages provides built-in security features: authentication, role-based access, permissions, SSL, and secure data storage. You control who sees what and what they can do. 

Microsoft’s Power Pages lets you build responsive websites or portals (with minimal code) that connect directly into your Microsoft ecosystem. It’s perfect for allowing customers, partners or members to interact, update data, submit information and access services via a portal.  

Not for many scenarios. With no-code portal designer, templates and UI tools you can do a lot with drag-and-drop. For more complex business logic or custom integrations, minor code or developer input may be needed. 

You could embed Power BI dashboards, use AI for form suggestions or auto-completion, incorporate Copilot-driven content suggestions or workflow prompts, or even use AI for external user feedback summarisation. 

Good design, efficient forms, managing data-loads, optimising images/media, caching, choosing efficient login/auth flows, and monitoring usage & load. Also good hosting architecture. 

Yes. You can build secure portals for partners with restricted access, custom data views, dashboards or joint service tools, allowing collaboration without giving full internal system access. 

You can build portals where members can log in, view their subscription status, renew, update details or access member resources. Automations or reminders can support these flows. 

You can reduce friction for customers/members, automate self-service, collect data more effectively, lower staff support demand, improve customer satisfaction and save time/money.  

Yes. Privileged users see different data than external users. Permissions, roles and data filters ensure external users can only access what they should. 

Power Pages can embed Power BI, work with Power Automate flows, connect with external APIs, integrate with other Microsoft services like SharePoint and consume external login providers. 

Once built, portals can be maintained via the portal designer. Updates to templates or components, design tweaks, integration changes are all manageable. Continuous improvement ensures your portal keeps improving. 

They are fully responsive. Design tools allow previews on different device sizes, and portals work well on mobile, tablet or desktop so end-users have good experience regardless of device. 

You can use portals for membership signups, service management, FAQs, partner interfaces, clients submitting tickets or feedback, external dashboards and more. 

When portal users submit forms or update data, those changes can feed directly into your Dynamics 365 systems or Dataverse, ensuring your internal data reflects what happens externally. 

Portals can use Microsoft accounts, or external providers like Google and Facebook, meaning users can authenticate with the logins they already have. 

Quite quickly. Using pre-built tools, drag-and-drop design, templates and ready-made components, you can build a working portal in hours for simple scenarios; more complex portals with custom branding, integrations and workflows take longer. 

Azure provides IoT Hub, edge computing, device management, streaming aalytics etc., enabling you to connect devices, capture data and act on it
(e.g. predictive maintenance, remote monitoring). 

Outcomes include improved performance, reduced downtime, greater agility, ability to experiment and innovate faster, more robust disaster recovery and global reach. 

Yes. Azure provides tools, migration paths, hybrid tools and best practices for moving servers, databases or applications to the cloud, with minimal downtime and disruption. 

Azure includes AI & ML services, cognitive services (language, vision, speech), anomaly detection, bot services, and supports Copilot / generative AI scenarios, plus frameworks for big data and analytics. 

Azure lets you scale up or down compute, storage, network resources dynamically. It supports auto-scaling, event-driven architectures and gives you monitoring dashboards to adjust resources depending on demand. 

You can start small — migrate one workload or host a small app — and scale up. Many organisations see value early (improved performance, reliability, reduced infrastructure burden) just by shifting parts of their system to Azure. 

You can build anything from web apps, APIs and serverless functions, to data pipelines, Internet of Things (IoT) solutions, machine learning models and analytics platforms. 

Yes. Azure works closely with D365, Power Platform, other Microsoft services and third-party apps so you can run hybrid or multi-cloud setups and integrate existing systems. 

Azure provides built-in multilayer security controls, threat intelligence, audit logging, infrastructure hardening, global datacentres and compliance certifications. You get protection from ground up. 

With Azure you only pay for what you use, have flexible pricing options, and tools to monitor and manage usage. Whether you’re migrating workloads or refining deployments, it helps reduce waste and optimise spend.  

 Azure is Microsoft’s cloud platform offering over 200 products and services for building, running and managing applications across data centres, on-premises and at the edge. It helps you scale, run securely and leverage advanced cloud tools.  

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. 

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. 

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.  

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. 

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. 

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. 

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. 

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.  

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. 

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. 

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. 

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. 

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. 

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. 

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. 

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. 

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. 

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. 

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.

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. 

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. 

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. 

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. 

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. 

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. 

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. 

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. 

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. 

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. 

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. 

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. 

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. 

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. 

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). 

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. 

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. 

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. 

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. 

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. 

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. 

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. 

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. 

By connecting actuals (transactions, pledges, grants) with forecast data, applying modelling in Power BI or Fabric, using AI to simulate what happens under different scenarios (e.g. donor growth, funding cuts), so leadership can plan more confidently. 

Some benefits (application/enrolment improvements, better communication workflows, initial dashboards) can be seen in a few weeks. Deeper impact (AI-driven retention, hybrid learning enhancements, predictive analytics) will often take several months depending on scale, data readiness and staff adoption.

Pitfalls include insufficient staff training, resistance to change, unclear requirements, underestimating integration complexity, poor data quality, ignoring student feedback, over-customisation that complicates maintenance. Avoid through careful planning, user involvement, pilot programmes, robust governance.

Use cloud infrastructure (Azure) with redundancy, backups, geo-replication; plan for scale in data volume, hybrid scenarios; ensure infrastructure, workflows and data pipelines are modular; adopt Continuous Improvement so systems evolve with changing education policy or tech.

Design tools and portals that are accessible (assistive tech, multiple languages, easy UI), ensure students without strong broadband or hardware have alternative access, monitor for unintended bias in AI models, involve diverse students in pilot testing, keep human oversight.

By building case-management systems in Dynamics or Dataverse, tracking interactions, enabling automation of follow-ups, using AI to identify students showing risk signals (absenteeism, low engagement), delivering notifications/alerts, dashboards for support teams to triage and respond faster.

Use scheduling tools, apps for room booking, real-time dashboards of usage, predictive analysis of peak periods, automate adjustments or alternative scheduling, manage hybrid space (in-person + remote) and monitor underuse to optimise resource allocation.

Use unified data of student and alumni interactions, automate engagement workflows, send targeted campaigns, analyse donor behaviour, predict giving potential, use AI / Copilot to generate outreach content, track outcomes and feed insights back for future campaigns.

Yes. We help audit existing systems, migrate and clean historical data, map schema to modern equivalents, build connectors or bridges for systems that can’t be replaced immediately and build phased migration plans to reduce risk.

By using historical enrolment data, demographic trends, external market indicators, application patterns and even digital engagement, HEIs can build predictive models to help plan courses, staff, facilities and budget more effectively.

Outcomes include reduced time & cost in administrative workflows, improved student satisfaction & retention, improved accuracy and speed of admissions or enrolment, better utilisation of campus resources, stronger alumni and staff engagement and better forecasting and budgeting capability.

Using Microsoft Teams and other collaboration tools for remote/hybrid learning; integrating these with student record systems; automating scheduling and notifications; giving students self-service portals; ensuring continuity of data collection/interaction; using analytics to monitor engagement and drop-off.

Important issues are student data privacy (consent, storage, access), bias in algorithms, academic integrity, data residency and auditability. FormusPro helps set up governance, secure data access, audit trails, validation of AI models and fairness checks.

Dashboarding (using Power BI / Fabric etc.) gives live data on enrolment, student progression, resource usage (rooms, staff), finances, retention rates etc., letting leadership spot trends, anticipate pressure points and make evidence-based decisions rather than reacting after issues emerge.

It supports building apps for scheduling (lecture halls, hybrid rooms), room capacity management, automating resource allocation, streamlining staff workflows, capturing campus-day data (class attendance, facilities), dashboards for leaders to monitor utilisation and bottlenecks. 

AI can analyse student behaviour, performance, attendance, engagement to predict when students might struggle, suggest interventions, tailor content or support resources, and help personalise feedback or communications to keep students engaged and on track.

By giving institutions unified workflows for tracking undergraduate & postgraduate applications, automating communications, simplifying evaluation processes, integrating applicant data with student record systems so that decisions can be made faster and more accurately. 

They include high administrative load (application, enrolment, onboarding processes), siloed & outdated student data, difficulty scaling operations (hybrid/remote/hybrid learning models), pressure on resources (rooms, staff), demands for personalised student journeys and expectations for real-time insights from leadership or regulators.

We mean working with universities, colleges and other tertiary institutions to modernise academic and administrative systems (applications, student records, campus operations), improve student & alumni engagement, implement predictive analytics and build data infrastructures that support future growth. 

Using tools like Dataverse (or Fabric), connectors, integrations via Power Automate or custom apps via Power Apps, you can unify data from registrations, payments, emails, event platforms, surveys etc. so everything pulls into one trusted data model.

Dashboards show key metrics like renewal rates, acquisition vs target, revenue by membership tier, engagement by event or communication channel, and churn forecasts. That gives leaders real-time visibility to adapt strategy, allocate resources or adjust offerings proactively.

Pitfalls include underestimating data clean-up, ignoring integrity of member records, poor user adoption by staff/volunteers, ignoring member communications preferences, failing to set up good dashboards or metrics, over-customisation that complicates rather than simplifies. FormusPro helps by guiding clean migrations, training, setting up adoption strategies, focusing on simplicity first.

FormusPro helps define minimum viable products (MVPs) that deliver early wins (member acquisition, renewal, subscription revenue, personalised experience), works with existing membership systems to avoid throwing away what you have, focuses on data you already hold and iterates so improvements happen fast.

AI can be used to analyse membership activity, recommend events or content members might like, personalise communications (tone, channel, frequency), summarise preferences or flag unmet member needs… helping deliver more relevant experiences.

Apps/forms built via Power Apps, automated workflows with Power Automate, and custom dashboards help with registration, welcome and communications. You can automate tasks (e.g. sending onboarding materials or reminders) so members feel connected from the start.

With unified data, you can track engagement metrics, identify members at risk (low interaction, late renewals), use automated reminders or offers via Power Automate, tailor communications with Power BI dashboards, or use AI to forecast churn so you can take action early.

Use AI models fed by past subscription data, seasonal patterns, external data (economic indicators etc.), forecast income, simulate scenarios (e.g. drop in renewals, membership growth) and view impacts in dashboards so budgeting is proactive.

Yes. With enough industry or internal benchmarking data, AI and BI tools can help you compare renewal rates, event attendance, growth rates or cost per acquisition, so you can set realistic targets and track progress.

Key steps: audit existing data, clean duplicates, map fields to new system (Dataverse or Dynamics), choose what functionality you need first, build integrations, train staff or volunteers, run pilot migration, monitor performance, ensure backup and rollback options.

Segment members using data in CRM, use AI to suggest segmentations, build templates or dynamic content using Power Automate or Copilot for Messaging, track the effectiveness via dashboards, iterate based on response.

Use custom apps for registrations, collect feedback via surveys, automate reminders/communication, stream content (or integrate with video tools), use dashboards in Power BI/Fabric to monitor attendance, engagement and follow up with insights.

Yes. Automated renewal reminders, flexible payment workflows, email or SMS triggers, membership status dashboards etc. can reduce lapses. AI can also help by analysing why lapses occur (e.g. poor engagement or dissatisfaction) so you can fix upstream issues.

By analysing past interaction, membership tier, event attendance, communication opens/responses, purchase or donation history, AI models can identify patterns and suggest strategies (offers, content, outreach) to encourage upgrades or more engagement.

Costs depend on how many members/users, how many systems you integrate, complexity of workflows or AI, amount of customisation and capacity needs. Membership bodies should plan use / scale, perhaps start small/pilot first, monitor usage, avoid over-licensing.

Reduced manual admin, better acquisition & retention, more personalised member engagement, increased subscription or membership revenue, improved member satisfaction, better forecasting, stronger board reporting, lower costs over time.

It means regularly reviewing what’s working (dashboards, workflows, automations), gathering feedback from members & staff, cleaning or refining data, retiring or improving apps that are underused, updating communication / engagement strategies, tracking what AI or analytics features deliver strongest value. 

They could begin with simpler tools: use AI for member segmentation or churn prediction, automate key workflows, build simple dashboards instead of full custom apps, use out-of-the-box models where possible, scale up as value becomes clear. 

Important areas include consent (opt-in, communication preferences), data storage location, GDPR / local data laws, securing personal data, role-based access, audit logs, transparent policies. FormusPro helps by configuring systems, building governance, ensuring data policies are built into workflows. 

They often struggle with data silos (member info split across spreadsheets, old systems, events), inconsistent engagement, high churn, difficulty personalising member experience, slow processes for renewals/payments and unclear visibility for boards. 

Some pitfalls are not defining clear scope (leading to feature creep), poor data hygiene (duplicate or inconsistent data), underestimating training / staff buy-in, neglecting integrations with other legacy systems, missing governance or compliance planning or building solutions that don’t align with how services are delivered on the ground. 

Outcomes include quicker permitting or service response times, fewer complaints, more transparency, cost savings, better planning and budgeting, improved citizen satisfaction, more efficient service delivery and less duplication or delay between departments. 

By implementing role-based access, audit trails, encryption of data at rest and in transit, choosing data residency where required, meeting GDPR and sector-specific regulation, regularly reviewing permissions and operations and using secure vendor tools. FormusPro helps configure all that from the start. 

We start with stakeholder discovery, map key pain points (citizen needs, department workflows), build solutions in phases (pilots, incremental rollout), ensure integrations with existing systems, train staff, maintain governance and change management so the disruption is minimal and impact is quick. 

Power Apps can help build custom internal tools (e.g. for inspections, maintenance tracking), Power Automate can automate approval workflows or service ticketing, Power BI dashboards can show performance KPIs, and AI / Copilot features can generate reports or suggestions.  

AI models can analyse historical demand for services, demographic trends, seasonal fluctuations, external factors (weather, economy etc.) to predict where service demand will rise or fall, helping authorities allocate staff, budget, infrastructure ahead of time. 

By centralising case management (for planning, housing, complaints, etc.), enabling self-service portals, automating workflows, integrating data across departments (housing, social care, environment) and using dashboards to monitor performance, response times and resource allocation. 

Common issues include ageing legacy systems that don’t talk to each other, administrative overload, long delays in permitting/planning, lack of joined-up data for citizens / departments, budget constraints, pressure to deliver services digitally and high expectations from citizens for responsive, accessible services.  

We help Local Authorities, councils and municipal bodies who are responsible for services like housing, planning, social services, waste collection and local governance by helping them modernise operations, connect data, improve citizen services, cut costs and meet regulatory expectations using Microsoft technologies and AI. 

Some pitfalls include unclear requirements, poor data quality, lack of user adoption, underestimating integration complexity, neglecting change management and choosing features without impact. These are reduced by piloting, working backwards from citizen needs, training, governance and focusing on outcomes. 

Improved service speed and responsiveness; reduced downtime; better citizen satisfaction; more transparent metrics; lower cost of delivering services; more predictable budgeting; enhanced ability to handle peaks or crises. 

They need role-based access control, audit logging, data encryption, data residency settings, compliance with GDPR, local laws / health data or citizen data rules, regular reviews, and FormusPro helps configure all that from the start so risk is managed.  

They can automate workflows (e.g. form approvals, service requests, incident tracking), build simple apps for internal or citizen interfaces, generate dashboards automatically, and use automation to reduce duplicated effort, manual data entry or paperwork. 

AI can help in things like predictive demand modelling (e.g. social care, healthcare), identifying anomalies or risks (fraud, inefficiencies), automating reporting & compliance, summarising case histories, enabling virtual assistants / chatbots for citizens, and freeing staff to focus on high-impact work. 

We work collaboratively: understanding how people actually work, delivering quick wins (automation, reducing duplication, streamlining key processes), ensuring strong governance, making sure tools are flexible for future use, and supporting change management so staff adapt well. 

By bringing data from different services (housing, health, social care, education etc.) into one platform, standardising entities, using dashboards & analytics (Power BI / Fabric), AI-based forecasting and trend detection so decisions are based on reliable, current data rather than guesswork. 

They often face tight budgets, rising demand for services, outdated legacy systems, lack of joined-up data, high regulatory or compliance burden, citizen expectations for more digital services, and staff struggling with manual, repetitive tasks instead of focusing on outcomes. 

We love working with councils, public health bodies, local governments and other publicly accountable organisations to modernise their systems, unlock data, improve service delivery and meet statutory obligations, using Microsoft technologies and smart digital solutions. 

We combine Microsoft expertise with sector knowledge , proven governance and a people-first approach. That means fewer surprises, stronger adoption and solutions that deliver long-term value. 

Very. You can start small and expand later, choose remote or on-site delivery, and scale services up or down as your organisation evolves. 

Yes. Whether you need a one-off health check, project rescue or ongoing support, we can step in and help without disrupting your existing investment. 

We focus on people as well as technology. Training, continuous improvement and support ensure systems remain useful and staff stay engaged long after go-live. 

Yes. We can take you from discovery and design through build, training, go-live, support and continuous improvement. You can also engage us for one-off services if that’s what you need. 

We specialise in NonProfit, Public Sector, Membership, Professional Services, Private Healthcare, Clean Energy and Manufacturing & Distribution, but our methods apply across many industries. You can see some of our sector solutions for more examples. 

No. We work across the full Microsoft Tech Stack, including Dynamics 365, the Power Platform, Data & AI, Fabric, Purview and even offer custom development. 

Yes. Many organisations use a mix of services, such as consultancy followed by a build, or support combined with continuous improvement. We’ll create a package that fits your goals. 

It depends on your current situation. If you’re starting fresh, you may need a system build. If your project has stalled, project rescue could help. If you’re live but want more value, support , health checks or continuous improvement may be right. We’ll h elp you choose. 

“What We Do” is the collection of services FormusPro offers across the Microsoft Tech Stack and custom development work. It covers everything from system builds and consultancy to ongoing support, training and continuous improvement. 

Yes. We deliver clear technical and user documentation so your team can understand the system setup, processes and any customisations.  

Change is common. Our governance process allows for controlled adjustments, so new needs are captured, assessed and factored into the project without derailing
timelines. 

Absolutely. Most projects include Power Automate flows, AI-driven insights and Copilot features to reduce manual work and deliver smarter decision-making. 

Security is built into every System Build. We follow Microsoft’s best practices, apply role-based access controls and design solutions that comply with industry and
regulatory standards. 

Not necessarily. We can advise on the best licensing options and help you acquire them at the right stage, so you’re not paying for unused licences before your
system is ready. 

Agile breaks work into short, iterative phases with regular feedback, whilst waterfall follows a sequential, step-by-step plan. We’ll recommend the right approach based on your project’s size, complexity and culture. 

Yes. We regularly collaborate with internal IT departments, providing specialist Dynamics knowledge while your team retains overall control and oversight. 

Data migration is the process of moving information from your old systems into the new Dynamics 365 environment. We use proven tools and testing methods to ensure your data is accurate, secure and ready to use on day one. 

Your input is essential to shape requirements and validate progress. We’ll make the process collaborative but not overwhelming, so it works around your team’s availability.  

Of course. Many clients choose to begin with a core build and then phase in additional modules, features or integrations as their needs evolve. 

Yes, we offer post-implementation support and managed services. You’ll have access to expert help whenever you need it, plus proactive monitoring and updates. 

Yes. We design builds with scalability in mind, so your system can grow with you and adapt as Microsoft releases new features and updates. 

We follow proven governance frameworks, with regular checkpoints and transparent reporting. This ensures potential risks are spotted early and mitigated
quickly. 

Absolutely. Training and knowledge transfer are built into every project so your team can confidently use and maintain the system after go-live.  

Yes. We frequently integrate Dynamics 365 with finance packages, membership platforms, marketing tools and other line-of-business systems to ensure smooth
data flow. 

Costs depend on scope, integrations and the level of customisation needed. We’ll provide transparent estimates before work begins and keep you updated throughout the project. 

We combine Microsoft expertise with sector knowledge, clear governance and a strong focus on user adoption. That means fewer surprises, lower risk and solutions that deliver lasting value. 

We can work to fixed-price projects, phased delivery or agile iterations… whichever best suits your goals, budget and internal resources. 

Timelines vary depending on complexity, but most projects run between a few weeks for smaller builds and several months for more complex, multi-department solutions. We’ll scope and agree a delivery plan with you up front.  

A System Build is the process of designing, configuring and deploying a tailored Microsoft Tech Stack solution to match your organisation’s needs. It covers everything from discovery and planning through to training and go-live support. 

We define success criteria at the start, often including improved data quality, faster reporting, reduced manual work and better decision-making. We then track against those outcomes. 

Every sector can benefit, but we see particular value in NonProfit, Public Sector, Membership and Professional Services, where efficiency, transparency and engagement are critical. 

Yes. AI can automate manual processes, highlight inefficiencies, and improve forecasting, leading to tangible savings over time. 

AI is designed to support people, not replace them. It reduces repetitive tasks and provides insights, allowing staff to focus on strategic and relationship-based work. 

No advanced skills are required. Copilot is embedded into familiar Microsoft apps like Outlook, Teams and Dynamics, making AI accessible to everyday users. 

Predictive analytics uses historical data and AI models to forecast future outcomes, such as demand trends, donor behaviour or financial risks. This enables more proactive decision-making. 

Data governance defines how data is managed, secured and used across an organisation. Good governance reduces risk, ensures compliance and builds trust with stakeholders. 

We begin with a discovery session to understand your current data landscape, challenges and objectives. From there, we design a phased roadmap with achievable milestones. 

Delivery depends on scope. Some projects, like dashboards or automations, can be delivered in weeks. Larger data strategies or multi-system integrations may take several months. We provide clear roadmaps for both. 

We configure Microsoft Copilot, design custom GPTs, and build automation workflows tailored to your goals and sector-specific needs. 

Yes. AI can personalise communications, predict supporter behaviour, automate reporting and free staff from repetitive tasks, helping teams deliver more impact with fewer resources. 

 Dataverse is a secure data platform for storing and managing business data used in Dynamics 365 and Power Platform. Fabric focuses on analytics across large volumes of data. Many organisations use both together for a complete solution.  

Microsoft Fabric is a unified data and analytics platform that brings together data engineering, real-time analytics, data science and Power BI in one environment, making it easier to manage and use data at scale. 

Yes. We frequently connect CRM, finance, ERP, membership and third-party tools into a single Microsoft ecosystem, eliminating silos and ensuring smoother data flow. 

Security and compliance are built into every project. We use Microsoft Purview to classify and protect data, apply role-based access controls, and design with GDPR and industry regulations in mind. 

We work with Microsoft Fabric for analytics, Dataverse for secure storage, Purview for governance and Copilot or custom GPTs for automation and intelligence. 

By consolidating information from multiple systems, applying analytics and surfacing insights with AI tools like Copilot, leaders can make faster, evidence-based decisions. 

Data-driven decision-making enables organisations to improve efficiency, reduce costs and respond faster to change. Without it, businesses risk falling behind competitors and failing regulatory standards. 

Data & AI combines modern data platforms with artificial intelligence to connect systems, generate insights and automate processes. At FormusPro, we use Microsoft Fabric, Dataverse, Purview and Dynamics 365 to help organisations unlock real value from their data. 

The first step is an initial discussion to understand your needs. From there, we’ll propose a tailored approach and agree deliverables. 

Yes. We can work on a one-off basis or provide ongoing advisory services, supporting you as your systems and organisation evolve. 

Costs depend on scope, duration and outcomes. We offer transparent estimates before work begins, so you know exactly what to expect.  

By identifying challenges early, recommending proven approaches and setting clear governance, consultancy reduces the chance of delays, overspend or failed doption. 

Yes. Many consultancy engagements include workshops and knowledge transfer sessions to help your team understand best practice and system potential. 

We take the time to understand your sector, processes and culture. That allows us to recommend solutions that are practical, compliant and aligned with your goals. 

A roadmap is a phased plan that outlines where you are now, where you want to be and the steps required to get there. It’s often the key output of a consultancy engagement. 

Yes. We provide clear documentation, from workshop notes to roadmaps and system recommendations, so you have a practical guide to next steps. 

Yes. By identifying risks, removing inefficiencies and aligning scope with outcomes, consultancy helps reduce waste and ensure budgets are used effectively. 

We focus on people as well as technology. By engaging stakeholders, designing processes that fit real-world needs and providing change management, we help drive adoption. 

Yes. Most consultancy can be delivered remotely through workshops and discovery sessions, but we also provide on-site consultancy when required. 

We have deep experience in NonProfit, Public Sector, Membership, Professional Services, Private Healthcare, Clean Energy and Manufacturing & Distribution. 

Absolutely. We advise on the right licences for your needs, making sure you’re compliant and not overspending on unused functionality. 

Yes. We run system health checks to identify issues with performance, adoption, governance and configuration, and then recommend improvements. 

Any organisation looking to implement Microsoft solutions, optimise an existing system or plan a digital transformation project benefits from consultancy. 

Some consultancy sessions last a day or two, whilst wider reviews and roadmaps may run for several weeks. We’ll agree timescales and deliverables up front. 

We review your current systems, map processes, capture requirements and provide recommendations. This may lead to a roadmap, quick wins or preparation for a larger project. 

Consultancy helps you avoid costly mistakes, align technology with business needs and plan for growth. It ensures your investment delivers measurable results. 

Consultancy focuses on strategy, design and best practice, whilst implementation delivers the build and support provides ongoing help. All three work together to deliver long-term value. 

FormusPro’s consultancy provides expert guidance on how to design, configure and optimise solutions across the Microsoft Tech Stack. It covers business processes, technology choices and change management. 

Yes. Many of our rescues involve taking over projects where another partner has struggled. We provide fresh expertise, strong governance and sector knowledge to restore confidence. 

The first step is a conversation. We’ll listen to what’s gone wrong, carry out a quick assessment and propose a practical way forward. 

Project rescue is the process of taking a struggling or stalled technology project and getting it back on track. At FormusPro, we review what’s gone wrong, stabilise delivery and create a plan that ensures your Microsoft Tech Stack project succeeds. 

We work across NonProfit, Public Sector, Membership, Professional Services, Private Healthcare, Clean Energy, Manufacturing & Distribution and several others. 

Yes. We offer managed services and ongoing consultancy to keep your system healthy long after the rescue is finished. 

Often yes. By salvaging work that is usable and cutting away what isn’t, we help protect the value of your investment and avoid throwing good money after bad. 

Yes. We often fix broken data migrations, unstable integrations or poor customisations as part of a rescue engagement. 

We re-engage stakeholders through clear communication, realistic planning and visible progress. This helps rebuild trust and drive adoption. 

We put governance, clear milestones and transparent reporting in place. This ensures problems are flagged early and the project stays on track. 

Timelines vary depending on how complex the project is and how far it’s drifted. Some rescues can be stabilised in weeks, whilst larger programmes may take several months. 

Timelines vary depending on how complex the project is and how far it’s drifted. Some rescues can be stabilised in weeks, whilst larger programmes may take several months. 

In some cases, starting fresh is the most cost-effective option. If that’s the case, we’ll explain why and outline a plan that reuses as much of your existing investment as possible. 

We carry out a rapid assessment of your current system, governance and delivery approach. We then stabilise the project, realign scope and create a clear roadmap to completion. 

Projects fail for many reasons, such as poor requirements gathering, weak governance, lack of stakeholder engagement or over-customisation. Identifying the root cause is the first step to fixing it. 

Warning signs include missed deadlines, spiralling costs, poor adoption, unclear scope or a lack of confidence in delivery. If you recognise these issues, it may be time to act. 

Costs depend on project size and complexity. We’ll provide a transparent estimate after the initial assessment so you know what to expect. 

The first step is a conversation about your current setup and needs. We’ll recommend the right package and onboarding process so you’re covered quickly. 

Yes. We can guide you through new updates, Copilot capabilities and platform changes, helping you get more value from the Microsoft Tech Stack and many others. 

We support organisations across NonProfit, Public Sector, Membership, Professional Services, Private Healthcare, Clean Energy, Manufacturing & Distribution. 

Yes. We can provide one-off support to resolve a specific issue, or longer-term contracts for continuous coverage and peace of mind. 

Costs depend on the level of cover, response times and number of users. We’ll provide a clear proposal so you can choose the right option for your organisation.  

Support focuses on keeping your system healthy day-to-day, whilst consultancy is about planning, design and optimisation. Many clients use both services together. 

Yes. Many clients use support hours for refresher training, user Q&A sessions or workshops on new features. 

Absolutely. We don’t just fix problems when they happen… we monitor systems, apply preventative measures and suggest improvements before issues arise. 

Response times depend on the package you choose and the severity of the issue. We prioritise critical problems and always aim to resolve them as quickly as possible. 

Yes. We often provide support for systems delivered by other partners, carrying out a health check first to understand the setup and stabilise any risks. 

Yes. We offer flexible packages ranging from standard business-hours cover to enhanced support with faster response times and extended hours. 

You can raise tickets via our service desk, contact us by email or phone, and track progress online. We’ll confirm receipt quickly and keep you updated until the issue is resolved. 

Our support covers issue resolution, system monitoring, regular updates, user assistance and advice on best practice. We also provide proactive guidance on improvements. 

Support gives you confidence that expert help is available when you need it. It reduces downtime, protects your investment and ensures your system keeps pace with updates and new features. 

Support is the ongoing service that keeps your Microsoft Tech Stack running smoothly after go-live. At FormusPro, that means fixing issues, monitoring performance, applying updates and helping your users get the most from their system. 

Adoption is the process of embedding new systems into everyday working life. Training supports adoption by building confidence, reducing resistance and showing users how the technology makes their roles easier.

The first step is to discuss your needs. From there, we’ll propose a tailored programme and schedule sessions at a pace that suits your team.

We deliver training across NonProfit, Public Sector, Membership, Professional Services, Private Healthcare, Clean Energy, Manufacturing & Distribution and many others.

Yes. We can schedule refresher sessions, run drop-in clinics or provide updates as Microsoft releases new features.

Costs depend on the format, number of sessions and level of tailoring. We’ll provide a clear proposal before any training begins.

Training makes users confident, reduces resistance to change and helps embed new ways of working. This leads to better adoption and stronger return on investment.

Yes. We provide guides, recordings and reference materials so users can revisit content whenever they need it.

Training can be delivered in short sessions, half-days or multi-day programmes. We’ll agree a format that works around your team’s availability.

Definitely. We provide training on Microsoft Copilot, AI capabilities and other new features, helping your people adopt them confidently.

Yes. We create sessions tailored to different user groups, such as administrators, managers or frontline staff, so everyone learns what’s most relevant to them.

We take time to understand your roles, processes and sector. That allows us to design sessions that are directly relevant and easy to apply in day-to-day work.

We offer a mix of on-site workshops, remote sessions, hands-on labs and self-service resources. We’ll recommend the best format depending on your needs.

Absolutely. We provide standalone training programmes for organisations that want to upskill their teams or refresh knowledge of existing systems.

Yes. Training and knowledge transfer are built into every project we deliver, so your people can hit the ground running at go-live.

Training ensures your team adopts the system successfully, reduces mistakes and gets maximum value from your investment. Without it, even the best-built solution risks low adoption. 

Software training is the process of equipping your people with the skills and confidence to use Microsoft solutions effectively. At FormusPro, that means tailored sessions on Dynamics 365, Power Platform, Fabric and other Microsoft tools.  

Many organisations run health checks before a major upgrade, cloud migration or transformation project. Others use them to investigate performance issues or to prepare their technology foundations for AI and automation initiatives.

The outcome is a clear view of your current technology landscape. You should understand what is working well, where risks exist and which improvements will deliver the biggest impact for stability, security and future change.

A health check can include CRM systems such as Microsoft Dynamics 365, ERP platforms like Business Central, Power Platform solutions, integrations, data pipelines and the cloud infrastructure those systems run on.

Most technology problems don’t come from a single system. They come from how systems interact over time. A health check helps identify hidden issues in configuration, data quality, integrations or platform design that can slow teams down or increase risk.

A system and platform health check is a structured review of the applications, data, integrations and infrastructure that support your organisation’s core systems. The aim is to understand how well everything worksntogether and identify risks, performance issues or technical debt before they cause larger problems.   

The first step is a conversation to understand your system and goals. We’ll then agree the scope, timescales and deliverables before starting the review.  

By highlighting where users are struggling, we can recommend training, process adjustments or interface changes to make adoption easier. 

We work across NonProfit, Public Sector, Membership, Professional Services, Private Healthcare, Clean Energy and Manufacturing & Distribution, amongst others.  

Absolutely. We review access controls, audit logs and governance settings to make sure your system meets security and compliance standards. 

Yes. By spotting inefficiencies, unused licences and poor processes, a health check can reduce costs and increase the return on your system. 

We provide a clear report with findings, risks and recommendations. You can then decide whether to make improvements internally, work with us, or plan a future project. 

The timeframe depends on the complexity of your environment. Smaller reviews can be completed in a few days, whilst larger, multi-department systems may take several weeks. We’ll confirm timescales before starting. 

We look at system performance, configuration, data quality, security, user adoption and governance. The scope is agreed with you before we begin. 

Yes. We often review systems we didn’t implement originally, providing an independent assessment and practical steps to improve them. 

Most organisations benefit from a health check every 12–18 months, or sooner if there have been major updates, changes in business processes or performance issues. 

A health check identifies risks before they become serious problems. It helps you improve performance, boost adoption and protect your investment in your ERP, CRM, Data, Reporting, Platform and Infrastructure.  

A system & platform health check is a review of your technology stack to make sure it’s performing as expected. At FormusPro, we examine configuration, adoption, governance and security, then provide recommendations for improvement. 

The first step is a conversation about your goals and current challenges. From there, we’ll design a tailored programme of regular reviews and enhancements. 

We work across NonProfit , Public Sector , Membership , Professional Services , Higher Education, Clean Energy and Manufacturing & Distribution and many others, where syst ems must adapt to evolving demands. 

Yes. Regular reviews ensure security settings, audit logs and governance policies remain up to date with regulatory standards like GDPR. 

Agile projects often continue into a cycle of continuous improvement. Short, iterative updates help ensure the system stays aligned with business needs. 

Without it, systems can become outdated, adoption may fall, and opportunities for efficiency or innovation could be missed. This often leads to higher costs in the long run. 

We track adoption rates, performance gains, cost savings and feedback from users, so you can see the tangible outcomes of each improvement cycle. 

That’s not a problem. AI features can be introduced gradually as part of continuous improvement, whether through Copilot in Microsoft apps, custom GPTs or tailored automation. 

Definitely. We can help introduce Copilot, build new automations or use AI to analyse data, ensuring your organisation benefits from the latest Microsoft capabilities. 

Yes. We often step in after go-live, taking over continuous improvement programmes for organisations that need a more proactive approach. 

It addresses user feedback, improves interfaces, and adds training where needed, helping staff feel more confident and engaged with the system. 

Yes. By identifying inefficiencies, unused licences and automation opportunities, continuous improvement can save money whilst improving performance. 

Most organisations benefit from quarterly or biannual reviews, though the frequency depends on your system’s size, complexity and rate of change. 

Typical activities include system reviews, adding new features, optimising processes, training refreshers, and ensuring governance and compliance keep pace with
change. 

Support focuses on fixing issues, whilst continuous improvement is about proactively enhancing processes, adoption and functionality over time. 

Business needs evolve, staff change and Microsoft regularly releases new features. Continuous improvement ensures your system adapts with you, rather than becoming outdated. 

Continuous improvement is the process of making ongoing changes to your Microsoft Tech Stack so it continues to meet business needs. At FormusPro, that means regular reviews, updates and enhancements after your system has gone live. 

Testing tools vary depending on the system and development approach. In Microsoft environments, automated testing often integrates with DevOps pipelines and browser-based testing frameworks to run tests during development and deployment.

No. Automated testing complements manual testing. Automated tests handle repeatable checks at scale, whilst manual testing focuses on exploratory scenarios, usability and complex edge cases.

Automated tests run quickly and consistently, which allows development teams to validate changes more frequently. This supports agile and DevOps practices where systems are updated and improved continuously.

Many tests can be automated, including user interface tests, API tests, integration tests and regression testing of business processes. Any repeatable browser-based workflow can often be automated.

Modern platforms like Dynamics 365 or Power Platform evolve quickly. Automated testing allows organisations to check processes, integrations and data flows whenever changes are made, reducing the risk of errors reaching production systems.

Automated testing uses software scripts to simulate user actions and verify that applications behave as expected. These tests can run repeatedly and consistently, helping teams catch issues earlier in the development lifecycle. 

When systems evolve quickly, small changes can affect other processes in unexpected ways. Without automated testing, organisations often discover these issues only after deployment.  

Manual testing takes time and relies on people repeating the same checks. As systems grow more complex, it becomes harder to test every workflow consistently without automation.  

Automated testing allows organisations to validate key processes before changes go live. This reduces the risk of errors reaching production systems and disrupting teams.  

Security reviews are particularly important during cloud migrations, platform upgrades, integration projects or when introducing new technologies such as AI or automation.

Strong security works best when it is built into platform design rather than added afterwards. Identity frameworks, governance policies and automated monitoring can protect systems whilst allowing teams to work efficiently.

Resilience means designing systems that continue operating even when components fail. This includes redundancy, backup strategies, monitoring and recovery planning.

Typical gaps include inconsistent access controls, unclear governance, outdated integrations and insufficient monitoring. These issues often arise gradually as systems evolve.

Platforms like Azure, Dynamics 365 and the Power Platform rely on shared responsibility between Microsoft and the organisation using the system. Proper configuration of identity, permissions and governance ensures the platform remains secure.

Security and resilience refer to how well your systems protect data, prevent unauthorised access and continue operating during failures or disruptions. Strong foundations include identity management, access controls, monitoring, backup and disaster recovery.

As organisations add integrations, users and cloud services, access controls and governance can become inconsistent. Without strong foundations, security gaps appear gradually across the platform.  

Many security risks come from configuration, identity management or integration design rather than obvious vulnerabilities. Without regular reviews, these risks often remain hidden.  

Security works best when it is embedded into platform design. Identity management, governance policies and automated monitoring allow teams to move quickly whilst maintaining protection.  

Modern systems are easier to scale, integrate and secure. They also provide stronger foundations for analytics, automation and AI initiatives.

Many organisations modernise legacy systems using Microsoft Azure, cloud-native services, container platforms and modern integration frameworks.

Successful modernisation begins with understanding the existing architecture, data flows and dependencies. From there, organisations can migrate systems gradually rather than replacing everything at once.

Migration typically refers to moving an existing system to a new platform, such as moving an on-prem application to the cloud. Modernisation goes further by redesigning parts of the system to take advantage of modern technologies.

Older systems can become expensive to maintain, difficult to integrate and risky to operate. Modernisation allows organisations to improve scalability, access new capabilities and reduce operational risk.

Legacy modernisation is the process of updating or replacing older systems so they can operate on modern platforms such as cloud infrastructure or Microsoft Azure. The goal is to improve performance, security and maintainability.

Migration can expose hidden dependencies, unsupported components or poor data structures. A structured approach ensures systems move safely without disrupting operations.  

Older systems often rely on outdated technology, undocumented integrations and shrinking skill availability. This makes them increasingly expensive and risky to maintain.  

Legacy platforms often limit integration, automation and data accessibility. This prevents organisations from adopting modern cloud services, analytics or AI capabilities.  

By automating infrastructure and using cloud-native services, organisations can scale systems up or down quickly as demand changes.

Monitoring provides visibility into system performance, usage and potential failures. It allows organisations to detect issues early and maintain reliable services.

Platform engineering provides the automated environments, pipelines and governance structures that allow development teams to deploy changes quickly whilst maintaining quality.

Without a well-designed platform, systems can become difficult to manage, expensive to operate and vulnerable to outages. A strong platform foundation ensures systems remain stable, scalable and secure.

Cloud platform engineering focuses on designing and operating the infrastructure that supports applications and services in the cloud. This includes automation, governance, integration and resilience.

Without clear governance and automation, cloud environments can grow organically. This leads to inconsistent configurations, rising costs and operational complexity.  

Cloud services scale quickly, which is powerful but can also lead to uncontrolled usage. Monitoring, automation and governance help organisations maintain predictable costs.  

Cloud platforms are resilient when designed correctly. Instability often occurs when systems rely on single points of failure or lack proper monitoring and recovery planning.  

Smaller apps or integrations can deliver benefits in weeks. Larger projects (enterprise portals, multi-system integrations) take longer, but phased delivery ensures you see progress and ROI early. 

We don’t just build and walk away. FormusDev includes ongoing support, feedback loops, code reviews and enhancement cycles so solutions evolve alongside your organisation’s needs. 

Examples include custom portals, mobile apps for frontline staff, data integrations, reporting solutions, AI-powered case management tools and tailored features where Microsoft’s out-of-the-box doesn’t fully cover requirements. 

We use phased delivery, testing frameworks, automated QA and clear governance so projects are delivered on time and on budget, with risks identified early. 

We increasingly embed AI features into FormusDev solutions… from Copilot extensions to predictive models, natural-language search or anomaly detection… so your apps not only work but also think ahead. 

Yes. Our team frequently builds connectors, APIs and middleware that link Microsoft platforms with finance, HR, membership, healthcare, manufacturing and other sector systems. 

We follow strict governance, use DevOps pipelines, enforce coding standards, document thoroughly and design for scalability so solutions adapt as your organisation and Microsoft technologies evolve. 

Out-of-the-box features go a long way, but some organisations need unique workflows, sector-specific processes or complex integrations. FormusDev bridges the gap, delivering solutions aligned with your strategy without forcing workarounds. 

FormusDev is FormusPro’s in-house custom development practice. It extends Microsoft’s cloud platforms with bespoke apps, integrations, automations and features tailored to your organisation’s exact needs. 

Faster deployment, lower implementation cost, improved customer/member engagement, better data visibility, streamlined operations and a flexible platform that grows with you. 

FormusPro offers training, post-implementation support and Continuous Improvement services, ensuring your CRM evolves alongside your organisation.  

We can run discovery workshops, adapt modules where needed and configure the solution to match your business processes without unnecessary customisation. 

Absolutely. FlexCRM is built on the Microsoft ecosystem, so it connects easily with Office 365, Power BI, finance tools and third-party applications. 

Typically much faster than a bespoke build. Most organisations see value i weeks rather than months, thanks to pre-configured modules and streamlined
deployment. 

Yes. You can start with core CRM features and expand over time, adding modules for marketing, events, case management or integrations with finance and other systems. 

It’s ideal for organisations that want a modern CRM but don’t have the budget or appetite for a full custom implementation. It suits NonProfits, membership organisations, SMEs and professional services firms who need flexibility as they grow. 

FlexCRM includes pre-configured modules, streamlined user journeys and FormusPro’s best-practice templates, so organisations get up and running faster. It can then be extended or customised to meet sector-specific needs. 

FlexCRM is FormusPro’s modular CRM framework built on Microsoft technology. It delivers a fast, flexible starting point for organisations that need the power of Dynamics 365 without the cost or complexity of a full bespoke build. 

We deliver training, provide Continuous Improvement services and adapt FlexVault as regulations, compliance needs or organisational structures evolve. 

Role-based access, version control, retention policies, approval workflows, audit logs and monitoring dashboards to ensure documents are controlled end-to-end. 

Because it’s based on Microsoft technology with FormusPro’s pre-built framework, organisations can see value in weeks, with phased rollout if required. 

Better information governance, faster retrieval of documents, reduced compliance risk, lower storage duplication and increased staff productivity. 

Absolutely. FlexVault connects with Microsoft 365, Dynamics 365, Power Platform and Teams, ensuring documents are available in context where staff work. 

It enforces access controls, encrypts data, provides full audit trails and helps meet GDPR or industry-specific regulations. It also enables secure document retention and disposal policies. 

Any organisation that handles sensitive or regulated data, such as contracts, HR records, membership details, patient or donor files. It’s especially valuable where auditability and compliance are mandatory. 

FlexVault adds compliance, audit trails and advanced metadata to Microsoft’s document storage. It’s designed for organisations that need more control than standard file sharing provides. 

FlexVault is FormusPro’s secure document and data management solution, built on Microsoft technology. It centralises critical files, applies governance, and makes information easier to find and protect. 

We provide training, embed the framework into your teams, adapt processes as your organisation grows, and provide Continuous Improvement so FlexPMO evolves alongside your needs. 

Not at all. It scales from single projects to multi-stream programmes, ensuring appropriate governance whatever the size. 

Most organisations can adopt FlexPMO quickly, with phased rollout for larger portfolios. You’ll see immediate benefits from improved visibility and governance. 

Better project success rates, fewer overruns, earlier risk detection, clearer stakeholder communication, and stronger confidence from leadership and funders. 

Yes. FlexPMO works alongside your existing delivery tools, adding structure, reporting and governance without forcing you to replace systems. 

No. FlexPMO is deliberately lean. It adds clarity and governance without unnecessary red tape, making it easier for delivery teams to focus on outcomes. 

Technology projects can quickly drift without clear governance. FlexPMO gives you structured checkpoints, risk tracking, communication plans and transparency so projects stay on track. 

Traditional PMOs often focus only on process and paperwork. FlexPMO adds automation and dashboards to provide real-time visibility of progress, risks and dependencies. It’s designed to be practical, not bureaucratic. 

FlexPMO is FormusPro’s structured project management framework. It combines proven governance and clear reporting insights to keep technology projects on time, on budget and delivering value. 

We provide training, post-go-live support and Continuous Improvement services so the system evolves with your organisation and sector needs. 

Better supporter engagement, improved fundraising results, reduced admin effort, clearer reporting to trustees and funders and a more sustainable digital foundation. 

Deployments are typically faster than a bespoke NonProfit build, with many organisations seeing value in weeks rather than months. 

Absolutely. It tracks volunteer details, availability, training and engagement, helping you match people to opportunities and recognise contributions. 

It centralises applications, awards, deadlines and reporting in one place, with reminders and dashboards that ensure nothing is missed. AI can even assist in eviewing applications or highlighting risk areas. 

Because it’s pre-configured with sector best practice, you get a faster deployment and lower upfront cost. You can then add customisations or integrations later as your needs grow. 

Any charity or NonProfit, from small community organisations to large foundations, that needs to modernise donor management, fundraising campaigns, grant tracking and reporting.  

FlexNFP takes the foundation of Microsoft’s accelerator but adds FormusPro’s sector expertise, proven templates and continuous improvement approach. It’s designed to be practical, with the features charities actually use day-to-day. 

FlexNFP is FormusPro’s pre-configured NonProfit solution, built on Microsoft Dynamics 365 and the Power Platform. It delivers the core tools charities need for donor, fundraising, grant and volunteer management, without the cost or time of a fully bespoke build.