Microsoft Dynamics 365 for Charities

Pragmatiq have successfully implemented Dynamics 365 solutions for Charities and Non-Profits across the UK, taking the time to craft bespoke solutions unique to their needs.

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Start your digital transformation with Dynamics 365 for Charities

Microsoft Dynamics 365 is a leading CRM in the charity and non-profit space, effortlessly handling all your data regarding volunteers, donors, fundraising, events, and more – all within one unified platform. Say goodbye to legacy systems and scattered data that is hard to manage. With everything at your fingertips, Dynamics 365 lets you focus on the activities that matter most.

Additionally, take advantage of the heavily reduced Dynamics 365 licenses offered to charitable organisations, often making it possible to save up to 75%.

Start your transformation
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Why choose Dynamics 365 for Charities?


Dynamics 365 for Charities is built at a bespoke level, customised to fit exactly around what your organisation needs.

360° View of Stakeholders

Centralise all data regarding volunteers, donors, and other stakeholders, enabling your teams to work faster and more efficiently.

Data-Driven Decisions

Real-time insights displayed in easy-to-read dashboards and reports make informed strategic decisions easier than ever.


Ensure that resources are directed towards impactful initiatives by automating repetitive tasks, such as recurring donation reminders.

Discounted Licensing

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

Personlised Communications

Build strong stakeholder relationships by tailoring communications every step of the way.

Seamless Integrations

Dynamics 365 seamlessly integrates with other Microsoft applications like Excel, SharePoint, & Power BI, as well as various other third-party solutions.

Reliable Security

All data is stored within the Microsoft Cloud, making it compliant with data regulation requirements.

  • cavendish health logo
  • ECG logo
  • Solutions Social Care Logo
  • MHM - mental health matters logo
  • NHS Blood and Transplant logo
  • British Sign Language Trust

Features of Dynamics 365 for Charities and Non-Profits

Donor Management »

Gain a complete, real-time view of your donors and all their information including details such as donation history, recent communications, marketing preferences, notes and more. As a result, your organisation can help deliver a better, more personalised experience. 

Event Management »

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. 

Fundraising Management »

Engage current and new donors by building strong relationships that drive donations with Dynamics 365 for Charities. Features such as copilot, marketing campaign management, personalised donor journeys, automated workflows and more make this easy.

Grant Management

Streamline and standardise your grant management with Microsoft Dynamics 365 for Charities. Our software eases this process allowing you to track submissions from start to finish, share important documentation with others, and set automatic renewal reminders for upcoming deadlines.

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 and made even quicker with the help of copilot. 

Work Anywhere, Anytime

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. 

Want to find out more? Then download our comprehensive Dynamic 365 Guide for Charities and Non-Profits or get in touch

Speak to a Charity Expert Today

Discover the Pragmatiq advantage, as an award-winning Microsoft Dynamics partner our collaborative approach sets us apart – we’re not just vendors, but trusted partners committed to exceptional service. No matter your organisation’s size or industry, we deliver outstanding support.


Frequently Asked Questions

Even though our solutions are built depending on your requirements, we have seen some commonalities across the charity sector. Find out more about the features mentioned below by clicking the link.

No, our solutions are tailored to fit around your unique needs and requirements and are then built on Dynamics 365. The above features are only examples of what the functionality within your system could look like.

We understand that over time, your organisation will grow and change, and your needs may shift; the beauty of a bespoke solution is that it can be tailored even after implementation.

At Pragmatiq, we have a Managed Service offering, which allows us to support your business post-go-live.

At Pragmatiq, we have worked with a variety of clients across the charity and non-profit sector, because of this, we understand the intricacies and challenges that you may be facing. This enables us to design a charity CRM solution that provides you with the exact functionality you need.

In addition to this, we ensure to follow the following:

A consultative focus

Initially taking the technology out of the conversation, we work closely with you and your training business to understand processes, challenges and future goals. From this, we are able to advise you on the right solution that is tailored to your specific requirements. The customer’s business model is always our starting point and we are uncompromising in our approach to be more than just a ‘technology company’.

We are passionate and we care

We are passionate about what we do and head into work every day excited about working with our customers and what we can achieve. We recognise if you like what you do, you will do it better and deliver to a higher standard.

Simple language

Often IT resources cannot translate ‘technical jargon’ which is a common barrier. Our consultants are not only technically capable, but are able to identify business challenges and explain how they can be solved in simple language.

As part of the Microsoft suite, D365 smoothly integrates with various Microsoft applications, including:

  • Outlook: Seamlessly manage emails within D365
  • Microsoft Teams: Collaborate and communicate with your team and clients directly from D365
  • Sharepoint: Access resources stored within SharePoint easily from within D365
  • Microsoft Power BI: Visualise your data in easy-to-read dashboards and report


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