Microsoft Dynamics 365 for charities?

Charities survive because of the generosity of volunteers giving their time and their donations.

When your most important commodity is people you need a CRM solution that is simple and efficient, so everyone feels connected and part of the family. We are going to have a look at the diverse range of requirements needed by the ‘not for profit’ sector which can be easily managed by Microsoft Dynamics 365, creating a data-driven environment for the charity, so you can get the best from your fundraising efforts. 

Please also note: Microsoft are also committed to helping the charity sector so a number of required Licenses you will need for your platform will be FREE. Dynamics 365 grant is (free for up to 5 users) and/or Power Apps grant is (free for up to 10 users), with most other Apps discounted by 80% too.

What can Dynamics 365 do for our charity? 

Having worked for a few charities I have found that often they have employed different interfaces across different areasand these don’t integrate with each other, which creates huge problems for the operators moving between the platformsD365 is designed specifically to move between platforms seamlessly managing members, donors and beneficiaries using a single interface, and it can even be integrated to external platforms like Just Giving and Go Fund Me as well. Connecting all your processes will improve performance and put all your staff on the same page so a coherent message to volunteers and donators is assured.  


Can our ‘not for profit’ organisation benefit from the 80% discount? 

Microsoft says they are, ‘dedicated to making the benefits of world-class cloud technology accessible and affordable for non-profits that have obtained recognized legal status in their respective country’. Please feel that you can chat with us at Inturi so we can help you secure your 80% license discount. We often recommend using Enterprise Solutions which are the top tier of the product range mixed and matched with apps built to your specific needs. Portals are another useful product for charities as they can be used, for example, for external donors to update their information, so you never lose touch with your supporters. 

Please use the link to check eligibility 


Can charity supporters benefit from Dynamics 365? 

Your supporters will benefit from D365 too, as you will have a real-time view of all interactions with them so you can deliver seamless supporter care. You can tailor campaigns to specific audiences, so they get the best out of the charity experience and they don’t unsubscribe due to information overload.  

D365 can spot trends and opportunities across your whole database which can be automatically capitalised on as a workflow is created. Communication is more targeted, so is more relevant and personal to the recipients, which will drive positive engagement. 


Could our charity benefit from better reporting? 

Income streams can be categorised automatically, so if you have an appeal, event or campaign running you can get a real-time view to gauge how successfully it is working with data-driven insights. Income from these campaigns can also be split across funds, so income management becomes effortless. 


How could Fundraising events benefit using Dynamics 365? 

Engagement opportunities like fundraisers and galas can be managed easily as D365 comes with event management functionality and can integrate with platforms like Eventbrite and Cvent. 


How could the Grant funding process be improved by Dynamics 365? 

Grant administration can benefit too, as D365 enables easy collaboration. Tracking submissions and reporting are key. When management and grant funders are all kept in the loop, progress is assured. 


Accurate processing of Gift Aid using Dynamics 365? 

Although Gift Aid is a staple for extra income for charities it can come with its own set of worries. Accurate reporting is vital, so often, if there are any doubts funds aren’t collected. D365 is built to accurately and intelligently process Gift Aid so time and funds aren’t wasted.  


Managing volunteers with Dynamics 365? 

Motivate and reward your volunteers by tracking their hours, their skill sets and any training they might need. Make coordinating volunteers effective from local branch level to head office.  


GDPR for charities with Dynamics 365?  

Microsoft are at the forefront of GDPR compliance as a company themselves, they understand data transparency and security. D365 is has a central CRM system on Microsoft cloud so all data is secure, with permissions granted solely to the area of the business that needs the specific data. 


Inturi as a Microsoft partner will look at the individual needs of your charity to improve your performance by connecting all processes. Microsoft has created an industry vertical for charities which is robust and scalable to suit both large and small – this has already been adopted by some of the larger UK charitiesso you are assured that you are going down a well-trodden route. 

Your data will be unified on a secure platform, transforming reporting through data-driven insights. Integration with your existing platforms will transform your user experience and drive forward fundraising increasing your revenue.  

Please feel you can call Inturi for an informal chat to ascertain your charities requirements. 

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