Non-Profit and Charity CRM Solution

Contact Us
Team of non-profit volunteers joining hands

Benefits of Dynamics 365 CRM for Charities

Microsoft Dynamics 365 is a leading CRM solution in the charity and non-profit sector. The implementation of the software can boost fundraising, increase volunteer engagement and control costs while also providing a 360-degree view of your organisation. Some of the benefits are listed below:

Have a 360-degree view of your organisation

Real-time access to data from anywhere ensures clear communication across departments.

Boost fundraising and donations

Easy segmentation allows for personalised communications, maximising loyalty and donations.

Effectively manage charity events

Stay organised while planning an event by managing invites, payments, guest lists, etc., all from within the Microsoft system.

Discounted licensing

Microsoft provides discounted licensing for charities and non-profit organisations (often 75% less).

Support volunteers

Tools within Microsoft Dynamics 365 effectively support volunteers with day-to-day activities, ongoing training, communications, etc.

Gain enhanced insight

Easily dive into analytics by utilising dashboards to make informed and accurate decisions.

Charity Success Story

The Challenge: Macintyre previously managed data and communications across disconnected systems and spreadsheets, causing a lack of visibility and presenting challenges across the organisation.

The Solution: Implemented a Bespoke CRM Solution, built on Microsoft D365, that supports the management of sales and business development. Additionally, introduced integrations with Power BI and Outlook.

The Benefits:

  • Optimised referral and tender management process
  • Improved operational and process efficiency
  • Increased employee productivity
  • Increased insight into management decision making
  • Enhanced data security
Read More
Charity volunteer helping women in wheelchair with laundry

Features of Microsoft Dynamics 365 for Charities and Non-Profits

Single supporter view

Gain a complete, real-time view of your donors, sponsors, members and beneficiaries all in one place. Details such as donation history, recent communications, marketing preferences and notes, can be recorded within the system. As a result, your organisation can help deliver a better, more personalised experience. 

Communicate effectively

Using the data stored within the system, tailor communications to your non-profit supporters. Send timely, relevant and personalised messages, keeping them up to date on where donations are being utilised, or upcoming events that they might be interested in. Making interactions more targeted and thus, likely to drive positive engagement. 

Volunteer management 

Effectively manage your volunteers within Microsoft Dynamics 365 by providing a full view of hours volunteered, skills, training, communications, etc. As a result, your volunteers will be more supported and motivated. 

Bar charts and pie charts displaying data in Dynamics 365 charity dashboard

Work anywhere, any time 

Avoid duplication of effort and enable your staff and volunteers to access records on the go. They can update case notes, view records and see live data on any device, wherever they are. 

Grant management

The grant management process can be time-consuming and often requires input from various stakeholders. Our software eases this process by allowing you to track submissions from start to finish, share important documentation with other users, and set automatic reminders to renew or reapply for grants. 

Event management

Fundraising events are a crucial part of any charity/non-profit organisation, but managing a busy calendar and maximising the opportunities these events present, can be difficult. Dynamics 365 is tailored to handle event management activities, such as bookings, donations, reminders, etc. 

Microsoft Dynamics 365

Security

Secure credentials are required to sign in to the system and administrators have the ability to grant specific security permissions around certain files or information, meaning only those who require access are able to. When a team member leaves the organisation, you can simply deactivate their account, ensuring your data is safe. 

Reports & dashboards

Real-time, interactive reports and dashboards, allow you to gain key insights into your organisation. Accurately report on supporter engagement trends and see the impact of your work; a task that can be time-consuming without a centralised database.

Charity membership management board in Dynamics 365

Useful Charity Integrations

As part of the Microsoft suite, D365 seamlessly integrates with other Microsoft applications such as:

Customer Voice

Charities and Non-profits can use Customer Voice, a feedback management tool, to create surveys and track responses. Quickly collect information from volunteers, donors, etc., giving vital insights into customer & volunteer experiences and how to improve these.

Outlook

The Microsoft Dynamics 365 App for Outlook allows for seamless integration between these two systems. Sending and tracking communications against stakeholders is easy ensuring up-to-date information.

Power BI

Power BI is Microsoft’s data and analytics reporting tool, which pulls together disparate data and presents it in visual, easy-to-read graphs and charts. Charities could use this tool for visualising donor segmentation, understanding volunteer activity & engagement and donation channel popularity.

What our clients say...

Hear from some of the Charity and Non-Profit Organsiations we work with.

VIEW MORE CASE STUDIES

Request a Callback

Please complete the form below and a member of our team will get back to you shortly.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.