D365 For Charities & NFPs

Manage your donors, volunteers and staff from one single solution.

What is D365 for Charity & NFP?

Improve donor relationships, handle, track and review budgets, manage events, control database activity whilst keeping everyone from donors to trustees up to date and connected.

Although some might mistake Microsoft D365 as being for big corporate businesses, in reality it is actually being used in all kinds of organisations, including one of our speciality areas – charity and not-for-profit.

We use Microsoft as the platform in the development of expandable, charity focused systems for many organisations who previously thought their only choice was to be locked into “specialised” bespoke software.

Working like this gives you the freedom and power to direct the set up and development of your system.

Video: What D365 Volunteer Management can do

There are pros and cons to both of course; of which we would always advise you on, should you be looking to explore these differences.

Marketing, Fundraising & Engagement

When it comes to improving fundraising visibility or engagement through digital marketing, the inclusion of ClickDimensions gives you vast options when considering marketing capabilities.

If you are familiar with MailChimp you will appreciate the ease and creativity the the drag and drop email editor allows, and when you need something more, the full HTML editor allows you the option to take full design control.

Should you be looking to add finance to this Dynamics 365 for Finance will work with the rest of Dynamics 365 to enable you to build streamlined processes, create accurate and easily consumable reporting and analytics, and ensure regulatory compliance. Alternatively connect Xero, Sage or Quickbooks to the system.

You could extend the product further with PowerBI, offering real time, extensive reporting with an instant snapshot of your data. Find out more about PowerBI.

These apps can be added to the core product at any time and with the help of FormusPro, your teams can be up and running with new, modern software in the blink of an eye.

Charity and not-for-profit organisations are offered reduced pricing so call us if you would like to know more.

Donor Management 

Task Tracking

Relationship Optimisation

Email Marketing 

Fundraising Tracking