Microsoft Dynamics 365 for Charities

Pragmatiq designs and implements bespoke charity CRM systems that help optimise operations, drive donations, engage donors, and help advance your overall mission.

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Hands together in photo showing users of a Dynamics 365 for Charities System

What are the benefits of Dynamics 365 for Charities?

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.

Automate Processes

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

Discounted Licensing

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


Our solutions are built at a bespoke level, customised to fit exactly around what your organisation needs.

Boost Fundraising

Drive donations by fostering engagement and building strong donor relationships with personalised interactions.

Streamline Events

Manage all event activities such as attendees, speakers, room bookings, payments and more, all from within our solution.

Reliable Security

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

Dynamics 365 for Charities: A Case Study

James’ Place is a suicide prevention charity for men. The organisation works with health partners to support men whose needs have not been met by traditional services.

Read the case study

“Before partnering with Pragmatiq, our organisation was previously working with a healthcare platform that did not meet our needs. Pragmatiq worked closely with us to understand our needs and implemented a solution that is tailored to our unique processes. We have seen improvements across various areas in the organisation as a result, but crucially, this system has streamlined our referral process. We have found Pragmatiq easy to work with and are really pleased with our system, so would be happy to recommend them to other organisations.”

Jane Boland headshot of woman
Jane Boland Head of James’ Place Liverpool and Clinical Lead

Features of Microsoft 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 marketing campaign management, personalised donor journeys, automated workflows and more make this easy.

Ready to start your journey?

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.

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. 

Dynamics 365 for charities showing insights into donors

Download our Microsoft Dynamics 365 for Charities Guide

Want to know more about the features and benefits of our bespoke charity solution? Then download our Dynamics 365 Charity Guide, which covers everything you need to know.

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Hear from some of our charity clients...

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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