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Microsoft Dynamics 365 tailored to your Non-profit organisation needs

Seamless and effective financial management for the third sector

  • Experts on Dynamics 365 ERP for non-profits
  • Work with one of 70+ certified partners who specialise in charity accounting software
  • Supporting your business 100% free of charge
Find a partner

Our Dynamics 365 providers specialise in not for profit accounting software

We guarantee a perfect match with a Microsoft nonprofit management software specialist partner

Not-for-profit and third sector organisations need reliable enterprise resource planning (ERP) software for daily operations and long-term strategies to expand their reach and increase their impact.

Solutions that are too basic or outdated can be a source of frustration for non-profit organisations with:

  • A lack of sufficient insight into financial processes leading to poor decision making
  • Insufficient capabilities to efficiently track donations, manage grants and monitor fund accounts
  • Non-existent or non-compliant fund accounting or budget management functionality
  • Disjointed relationships with stakeholders (volunteers, public donors, corporate sponsors)

Reliable charity ERP software such as Dynamics 365 can help third sector groups transform and gain more control

Suffer no more! Microsoft’s Dynamics 365 accounting software solution gives charities and not-for-profit organisations the tools to stay on top of cultural changes and keep their activities up to date by:


Getting a complete overview of operations and performance


Improving efficiency of internal processes and reduce overhead


Remaining compliant in their financial governance by keeping a detailed audit trail of funds allocated


Acquiring greater control over costs and accurately forecast budgets


Improving fundraising efforts based on intelligent insights and detailed reports


Streamlining member, donor and sponsor management through a centralised interface

We help charities identify the best Dynamics 365 applications for their non-profit organisation needs

Our experienced consultants have a deep and sympathetic understanding of the complex challenges not-for-profit organisations face around financial management.

  • 1.

    Our expert Microsoft Business Software Consultants provide trusted advice to help you find the right software solution

  • 2.

    They understand how important having a reliable ERP solution is, and advise on struggles with specific functions, providing assistance to help charities efficiently meet their top priorities.

  • 3.

    Finally, we’ll match you with the most suitable partner to integrate and implement the best solution for your not-for-profit organisation, helping you to get more value from your Dynamics 365 software.

Blaize Marshall-Purves
Blaize Marshall-Purves Microsoft Business Software Consultant Call: +44 (0) 1443 803 713 Find a partner

Discover how Microsoft Dynamics 365 can help your not-for-profit organisation

How Dynamics 365 can revolutionise the third sector

Microsoft’s Dynamics 365 was designed to help organisations in the third sector manage their financials better and build stronger relationships with beneficiaries. The focused charity software allows non-profit organisations to efficiently manage projects, from assigning budgets to approval streams and analysing past project spend.

The reporting functionality built into Dynamics 365 accounting software gives charities full access to real-time business data which can be exported in a way that’s fully compliant with SORP and SOFA regulations. In-depth insights into operations and financials give you the opportunity to make better decisions which increase efficiency and optimise budgets.

In fact, Dynamics 365 has a range of functionality tailored specifically to help not for profits efficiently manage their funds. Easy-to-use dashboards compile data from multiple sources to create a complete view of how budget is being used, so you can effectively manage approval routes and monitor the system status.

The forecasting tool built into the Dynamics 365 accounting software solution assists not-for-profit organisations with fund allocation for projects, so you can stay on budget for each of your events and campaigns. With real-time access to project spend data, you can easily evaluate the amount of funds you have available and analyse your activities.

Dynamics 365 also helps streamline workflows between different departments, so all of your charity’s stakeholders can collaborate and share information, regardless of their current location. The Customer Relationship Management (CRM) functionality, meanwhile, helps you keep track of fundraising opportunities alongside building strong relationships with public donors and corporate sponsors alike.

Microsoft Dynamics 365 applications for the non-profit sector

Dynamics 365 Business Central

Is designed to provide businesses with an all-in-one management solution which streamlines workflow and nurtures growth.

Dynamics 365 for Sales

Helps you increase revenue by better understanding and engaging customers to form strong relationships.

Dynamics 365 for Marketing

Allows companies to run multi-channel campaigns, nurture leads more efficiently and automate processes to maximise results.

From finance to stakeholder relationships, here are just some of the ways Dynamics 365 will transform your not-for-profit organisation:

Simplified revenue sources

The intelligent Dynamics 365 nonprofit accounting software solution can automatically categorise income based on the event, appeal or campaign it was generated from. With this simplified income management process you have a better view of all your available funds and can easily pinpoint your most successful activities.

Streamlined grant management

Not for profit organisations can also take advantage of Dynamics 365’s Grants Manager solution which provides an end-to-end view of the grants process and helps you keep track of all the activities involved, from the original approval to awarding the grant.

Tailored campaigns

Charities can use the audience segmentation tools available with Dynamics 365 ERP for nonprofits to target previous campaign event attendees, either to update them on how their contribution is being used or to invite them to similar events of interest.

Full inventory control

Increased visibility of your manufacturing supply chain allows you to optimise your inventory efficiently using intelligent insights to manage capacity and supply scheduling. With Dynamics 365’s flexible solutions, you have full control over all aspects of your inventory, from production orders to bills, as well as sales forecasts which allow you to predict demand and avoid shortages.

Intelligent relationship management

As part of the smart Dynamics 365 charity accounting software solutions, not for profit organisations can use the customer relationship management functionality to track the behaviour of their donors and determine which campaigns they are most likely to contribute to, based on past activity. You can also actively engage with volunteers and build quality relationships with sponsors using Dynamics 365 CRM.

Detailed donation history

Dynamics 365 gives charities full access to their donation history, all compiled in one straightforward interface. You can also keep track of recurring donations and manage pledge amounts according to the specific campaign and beneficiary.

Volunteer overview

Managing volunteers is made easy with Dynamics 365. The dedicated ERP solution for nonprofits provides you with a detailed overview of each of your volunteers, including their skills and training, as well as the hours volunteered. With all this data at your fingertips you can efficiently organise your volunteer resource and keep them motivated by rewarding great work.

Find the right Microsoft Dynamics 365 accounting software for your charity with Dynamics 365 Providers

Speak to one of our industry experts about your non profit management software challenges and organisation needs

Learn more about how Microsoft Dynamics 365 works with the non-profit sector and how it can meet your charity’s needs by speaking to our team of “Dynamics fanatics” who can answer your questions so you’re confident in making an informed decision before committing to the solution.

Get in touch with a specialist

  • Joined-up cost tracking
  • Detailed budget overview
  • Status updates on the go

Blaize Marshall-Purves Microsoft Business Software Consultant Call: +44 (0) 1443 803 713
Blaize Marshall-Purves