Microsoft Dynamics 365 for Charities

Pragmatiq specialises in user-friendly CRM solutions leveraging Dynamics 365 for Charities and Non-Profits, driving digital transformations that enhance your social impact.

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Benefits of Using 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.  With all your data at your fingertips, Dynamics 365 lets you focus on the activities that matter most.

Fully Customisable

Tailor your Charity CRM system to fit perfectly around your specific needs and requirements, resulting in seamless user adoption, and a system that drives real change.

360° View of Stakeholders

Establish a single source of truth, including all information about donors, volunteers, and other stakeholders, empowering your teams to operate efficiently and maximise value.

Automate & Simplify

Automate day-to-day tasks such as data entry, email campaigns, and donation processes, saving time and freeing up resources so that you can focus on activities that drive impact.

Personlised Communications

Effortlessly unlock fundraising opportunities by nurturing strong donor relationships through personalised communications at every stage of the donor journey.

Data-Driven Decisions

Advanced reporting capabilities shown in easy-to-read dashboards and reports make strategic decision-making easy.

Safe & Secure

Microsoft Dynamics 365 for Charities and Non-Profits supports a comprehensive security model, ensuring that your data is secure and compliant.

Key Features of Dynamics 365 for Charities

D365 for Charities allows you to centralise all information regarding donors, members, volunteers and more. You can record a wide range of data, from basic options such as contact details, job roles, and notes, to more complex data such as volunteer participation, lifetime value, donor commitments, engagement, etc.

By having all this data in one place, you can quickly find any necessary data, reducing time spent on switching apps and ensuring your data is secure.

Dsicover more about donor management features here.

Manage pledges, donations, marketing campaigns, and more within Dynamics 365 for Charities, streamlining your process and enhancing donor relationships.

Additionally, seamlessly manage GiftAid declarations with our custom integration, helping you track information efficiently.

These comprehensive fundraising features make engaging with current and new donors easy, helping you build lasting relationships that drive donations.

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 for Charities is designed to handle all event activities, both offline and online. Easily stay on top of events with clearly defined event workflows, that make it easy to track invites, emails, attendees, insights, etc.

Discover the event management capabilities of Dynamics 365 for Charities.

Make informed decisions with easy-to-read dashboards and reports, showing key KPIs such as donations, volunteer retention, etc.

Explore reporting for Charities in D365.

Seamlessly integrate D365 for Charities with, Teams, Outlook, Sharepoint, and other systems, such as websites, financial software, marketing platforms, and more.

The functionality within your solution can span anything and everything you need, at Pragmatiq, we work closely with you to identify your requirements and build a solution that is easy to use and carries value for the future.

The above features are only a snapshot of what the system can do; other features may include grant management, marketing automation, and so much more.

Hear from our Charity Clients

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