Scaling nonprofit impact with technology: Dynamics 365 focused 

What is Dynamics 365 for nonprofits? 

Microsoft Dynamics 365 is a suite of cloud-based applications covering sales, customer service, marketing, field service, and project operations. Its highly customisable nature allows charities to adapt the platform to their unique operational needs. 

Charities can use Dynamics 365 to:  

• Manage fundraising campaigns and donor relationships using sales and marketing applications 

• Coordinate volunteers and supporter interactions through customer service and field service tools 

• Track programme delivery, grant-funded projects, and budgets using project operations 

By centralising data and automating repetitive tasks, Dynamics 365 helps charities streamline operations, reduce administrative burden, and focus more on mission-driven work. 

Key benefits of Dynamics 365 for nonprofits 

• Centralised supporter data – Gain a 360° view of every donor, volunteer, and stakeholder. For example, track donations, event participation, and volunteer hours in a single system, so fundraisers can personalise communications and improve engagement. 

• Automated processes – Reduce manual work and errors. For instance, automate gift acknowledgements, recurring donation receipts, and volunteer shift scheduling to free staff time for mission-focused activities. 

• Connected experiences – Link fundraising, programme delivery, and reporting. A charity can automatically tie grant-funded projects to donor records, ensuring transparency and simplifying impact reporting to funders. 

• Data-driven insights – Use dashboards and reports to measure outcomes and inform decisions. For example, analyse donor retention trends or programme engagement to optimise campaigns and volunteer deployment. 

• Customisable and scalable – Tailor Dynamics 365 to your charity’s needs. Start with donor management and expand to volunteer coordination or project tracking as your organisation grows. 

• Enhanced compliance and transparency – Maintain accurate records for GDPR, charity commission reporting, or funder requirements, reducing the risk of errors and improving trust with stakeholders. 

• Improved collaboration – Share updates, documents, and insights across teams. Teams can coordinate volunteer assignments, communicate campaign progress, and track supporter engagement without email chains or spreadsheets. 

Learn how Together for Mental Wellbeing used Dynamics 365 to streamline their operations: Together for Mental Wellbeing Case Study 

Automating nonprofit workflows 

With Power Automate integrated into Dynamics 365, charities can automate key workflows, including: 

• Generating donor acknowledgements automatically from contribution records 

• Assigning volunteers based on availability, skills, and location 

• Sending automatic updates to donors and stakeholders 

• Updating dashboards in real time as programmes progress 

Automation reduces administrative overhead, ensures accuracy, and frees staff to focus on delivering impact. Dive into our comprehensive blog: 5 Manual Tasks Every Non-profit can automate with Power Automate to see how you could benefit from this system. 

Integration and scalability 

Dynamics 365 works seamlessly with other Microsoft technologies: 

• Microsoft Teams – Collaborate with staff and volunteers instantly 

• Outlook and SharePoint – Manage communications, documents, and supporter history 

• Power Platform – Build custom apps and workflows to extend functionality 

• AI and analytics – Gain insights to improve campaigns and operations 

• Third-party integrations – Connect with fundraising platforms, accounting systems, CRM tools, and other charity software 

Charities can start small, automating one process at a time, and scale as they uncover further opportunities. Microsoft Dataverse and Copilot Studio make it simple to extend automation as needs grow. 

If you want to expand your understanding of the impact Dynamics 365 can make for non-profits, dive into our guide: The comprehensive CRM Guide for Non-Profits 

Getting started 

You don’t need to overhaul your charity’s operations to see results. Many organisations begin by digitising one area, learning from early wins, and expanding from there. With built-in templates, learning resources, and partner support, Dynamics 365 makes it easier than ever to optimise charity operations and scale impact. 

At Pragmatiq, we help charities unlock the full potential of Dynamics 365. Whether you want to automate donor acknowledgements, improve programme tracking, or build tailored solutions, we’ll work with you to achieve measurable results. 

To start the conversation, contact us at info@pragmatiq.co.uk or call 01908 038110.