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.