FormusPro work with NonProfit’s and Charities specialising in Microsoft Business Applications. We help organisations benefit from the entire Microsoft Tech Stack to connect their people, programmes and supporters.
FormusPro, a NonProfit & Charity Microsoft Partner, help organisations use Dynamics 365, the Power Platform, Azure, Copilot and much more to further enhance their mission.
Backed by our Microsoft Solutions Partner designations for both Business Applications and Digital & App Innovation (Azure), we’ve seen how technology can transform the way missions are delivered, from NonProfit CRM solutions through to NonProfit Accounting Software.
As a NonProfit & Charity Microsoft Partner, we’ve been supporting the NonProfit sector since 2012, when we onboarded our very first client, Anthony Nolan. From here, we began to shape our company ethos of leaving the world a little better with every solution we implement.
Whilst we recognise every NonProfit is different, many come to us with the same challenges in fundraising, volunteer management, grant management, and more. That means we’ve likely already overcome many of the challenges you’re facing, and can show you the best way forward.
From CRM systems for charities, fundraising and volunteer management, finance, reporting, and donor engagement, we help organisations bring everything together with the Microsoft Tech Stack.
Microsoft Dynamics 365 helps you understand, engage, and grow your donors using data automation in the wider Microsoft ecosystem.
But we understand your audience isn’t just donors, it’s also volunteers, beneficiaries, sponsors, funders, and partners. Microsoft Dynamics 365 helps you manage and deepen those relationships in practical, measurable ways.
D365 helps NonProfits better understand their supporters, engage with them, and grow the relationship using data-driven decisions.
The Microsoft Power Platform puts control back where it belongs… in your hands. It helps your teams, volunteers, and employees build solutions that make a real difference, with little to no coding experience needed.
NonProfits and charities are embracing the Power Platform because it connects seamlessly with other systems, bringing your data, people, and processes together in one place. No more juggling disconnected tools or duplicating effort.
Turn complex processes into simple solutions, and empower your people to drive your mission forward, one innovation at a time.
Running a NonProfit or charity means wearing many hats like managing donors, funds, operations, and reporting. It’s a lot to juggle, and technology shouldn’t make it harder.
Microsoft Dynamics 365 Business Central brings everything together in one central platform, helping your teams save time, reduce admin, and focus on what really matters: driving your mission forward.
Take the complexity out of disconnected systems and discover how Business Central can empower your charity to do more, with less effort.
Running a charity means juggling a lot of information. You’re tracking programme outcomes, understanding supporter behaviour, measuring impact, and keeping funders in the loop. It’s a lot — and your data tools should make things easier, not add to your workload.
Microsoft’s Data and AI solutions bring everything together in one secure, connected space. They help your teams uncover insight faster, cut out manual work, and make confident decisions that move your mission forward.
Bring all your data into one place with a modern, scalable platform
Spot trends across programmes, donations, volunteering, and outreach
Use AI to automate repetitive tasks and surface insights you might otherwise miss
Build clear, meaningful dashboards for boards, partners, and funders
Work safely in the cloud with built-in security and responsible AI tools
If you’re working with disconnected spreadsheets and systems, this is your chance to create a single source of truth. Discover how Microsoft Data & AI can help your organisation understand more, act faster, and increase the impact you deliver every day.
FlexNFP is FormusPro’s dedicated NonProfit accelerator, built on the Microsoft Power Platform and Dynamics 365. It brings together everything charities and NonProfits need to manage fundraising, volunteers, finance, and impact, all in one connected system.
With FlexNFP, you can:
Designed specifically for NonProfits, FlexNFP delivers proven processes, automation, and data insights that help you work efficiently and build stronger relationships.
All of this runs within the secure, scalable Microsoft ecosystem, giving you the confidence and flexibility to grow your mission, not your workload.
What features should I look for in a NonProfit CRM system?
The features will vary depending on your organisations independent needs, however some of the most common features we see Charities and NonProfits look for include: Donor Management and Engagement, Relationship Management, Fundraising Tools, Income Processes and Manual/Automatic entry, Regular Payment Sceduling & Tracking, Managing Gift Aid Declerations, Generating Gift Aid Claims, Dashboards For Reporting, Automation & AI.
Which NonProfit CRM software is best for small organisations?
FlexNFP comes packed with features built specifically for charities and NonProfits. You can manage all your donor and stakeholder relationships in one place, handle income processing, both manual and automatic, and set up regular giving schedules with ease. FlexNFP is easy to use, and scales as you grow.
How can Microsoft tools help a NonProfit specifically?
Microsoft’s tools can help by bringing everything into one place. They make it easy to track donations and grants, manage volunteer sign-ups and schedules, and even automate repetitive admin tasks like sending thank-you emails. Plus, you can use built-in dashboards to clearly show your impact to funders and boards.
Do NonProfits get discounts on Microsoft Business Applications?
Nonprofits can often get access to Microsoft products at a reduced cost, or even for free. This includes tools like Dynamics 365 and Power Platform. The exact discount or donation depends on the product and the size of your organisation.
Can we use Microsoft Applications with other tools we already have?
Microsoft Business Applications connect seamlessly with Office 365 tools like Outlook, Teams, SharePoint, and Excel, as well as many third-party platforms. This means donations made through your website can flow straight into Dynamics 365, and reports can be shared instantly in Teams.
What are the biggest challenges NonProfits face in managing donors, volunteers and events?
Common issues are data silos (donor info spread across email, spreadsheets, paper), difficulty predicting donor churn, manual event management, budget tracking being reactive rather than proactive and lack of real-time visibility for trustees.
How can Dynamics 365 & the NonProfit Accelerator help eliminate data silos?
The Accelerator provides standardised entities and attributes for donor commitments, transactions, volunteer data, outcomes etc., so all your data lives in one common platform. That means better reporting, unified dashboards, smoother workflows and fewer manual reconciliations.
How does AI help NonProfits predict donor churn or fundraising performance?
AI-driven models can look at past donor behaviour, communication frequency, response rates and external signals to flag donors at risk of lapsing. That lets you do targeted outreach before you lose them.
What does “omnichannel engagement” mean for NonProfits and why is it essential?
It means being able to engage supporters via email, social media, WhatsApp, text or other channels, capturing those interactions in your CRM. Having all that interaction data centrally helps you tailor communications, avoid duplication, stay GDPR compliant and build stronger relationships.
How can the Power Platform help improve efficiency for small charities with limited tech resources?
Power Apps, Automate and BI give them tools to automate repetitive tasks (thank-you letters, reminders, donor segmentation), build easy apps for volunteer sign-ups or event tracking, and generate insights via dashboards… all with little coding and lower spend than custom build.
How does real-time data and dashboards help NonProfits make better decisions?
Real-time dashboards can show current donation levels vs targets, volunteer availability, event logistics, expenses vs budget. That allows leadership or operations teams to adjust quickly, reallocate resources or change tactics without waiting for end-of-month reports.
What features does the NonProfit Accelerator include that are built specifically for sector needs?
It supports standard entities like donor commitments, transactions, program delivery, awards and results tracking; integrates with Common Data Model for NonProfits; has built-in attributes for impact indicators, benefit recipients etc., all of which reduce setup time and help with standardised reporting.
How can AI help with measuring impact and reporting to funders?
AI tools can aggregate data from multiple sources to show outcomes, generate narratives / summaries for reports, detect anomalies in results or input data, forecast impact trajectories based on current performance and produce visualisations or charts for reports or dashboards.
What are common pitfalls NonProfits face when implementing new technology, and how does FormusPro help avoid them?
Problems include underestimating data cleansing effort, lack of user adoption (especially for volunteers or non-tech staff), missing alignment on reporting requirements, compliance issues (GDPR etc.), and inability to scale. FormusPro helps by handling data migration, providing training, mapping compliance needs early, building in flexibility so systems can scale and focusing on human adoption.
How do NonProfits ensure compliance and data privacy when using cloud + AI tech?
Use role-based access, audit logs, data encryption, ensure data is stored in appropriate jurisdictions, ensure legal basis for data (e.g. donor consent), and choose vendors / systems that meet GDPR, sector-specific regulations. FormusPro helps with configuring all that.
What returns should NonProfits expect and over what timeframe?
Early benefits often include reduced admin time, better donor communication, clearer dashboards and satisfaction from staff seeing real-time insights. Medium to longer term gains include stronger donor retention, improved grant reporting, ability to scale, improved volunteer satisfaction, and better impact measurement.
How can NonProfits use D365 to improve volunteer onboarding and retention?
With apps or workflows that automate welcome materials, schedule training, track events or shifts, gather feedback using surveys (Power Platform / Customer Voice), and use AI to identify volunteers at risk of dropping off (through inactivity or feedback).
Can NonProfits reduce budget overruns in event management using Power Automate and AI?
Yes. Automate expense approvals, centralise vendor invoicing, use dashboards to track spend vs budget in real time and use AI to project cost overruns based on past event trends.
How do Membership Organisations or smaller charities benefit from the common data model in reporting across multiple programmes?
The CDM ensures consistency: similar fields / structures across programmes so you can roll up reporting (e.g. across fundraising, grant delivery, volunteer programmes), compare metrics, report impact in legacy compatible way, and avoid reinventing dashboards for each programme.
How can AI help with donor segmentation and targeted outreach?
By analysing past donation history, demographic or engagement data you can segment donors (high value, lapsed, frequent small donors) and customise messaging. Copilot or AI tools can also suggest segments or generate campaign drafts for each group.
How can NonProfits leverage automation to manage grant compliance and reporting?
Build workflows that trigger reminders, gather required documentation, enforce review checkpoints, sync data from projects to financials, generate reports using Power BI or Power Platform, and use AI to highlight missing or anomalous data before submission deadlines.
Can NonProfits use Fabric / Dataverse to connect disparate fundraising / membership platforms?
Yes. Using Dataverse or Fabric you can bring data from third-party tools, spreadsheets, events, donation platforms (e.g. JustGiving etc.), unify where data resides, avoid duplicate records, build a single view of supporter or member interactions and power dashboards or automations off of that unified data.
How do you manage change and training with volunteers and low-resource staff who might not be tech-savvy?
Use simple user interfaces, templated apps or dashboards, guided training, provide champions / super-users, embed feedback loops, ensure that technology doesn’t overcomplicate but supports people.
What role does Continuous Improvement play in NonProfit tech adoption?
Regularly reviewing what dashboards or reports are used, what workflows are working, gathering feedback from staff / volunteers, evolving data models or automation, upgrading or extending AI usage, retiring unused apps or flows, so your tech keeps pace with the mission and resources.
How might NonProfits cautiously adopt AI while safeguarding transparency and trust?
Begin with small, explainable models (e.g. trend detection, summarisation), ensure outputs can be audited, maintain human oversight especially in communication or decisions, ensure consent and transparency in how data is used and involve stakeholders in testing.
How can NonProfits forecast budgeting more accurately using Dynamics 365 or Power BI?
The Little Princess Trust searched for a NonProfit & Charity Microsoft Partner, and came across FormusPro, where they identified the need for digital transformation, which would take the form of a system encompassing almost all areas of the organisation.
The system needed to be intuitive, integrate with other services, consolidate disparate information and create a sustainable and extensible solution for use well into the future.
offices globally
over 13 years
To find out about how we create systems around the Microsoft D365 platform or to ask us about the specific industry focused digital management systems we create, get in touch.
Tel: 01432 345191
A quick call might be all you need, but just in case it isn’t, we’re happy to go a step further by popping by to see you.
We travel all over the UK.
Just ask.