The Benefits of Dynamics 365 for Non Profits

Dynamics 365 is a powerful tool for non-profits, however looking at the system you may have a couple of questions as to what it is and how it can really benefit your organisation. As expert consultants in Dynamics 365 and Power Platform, we’re here to help answer the questions you have and find the right solution for you.

In this post, we will go over what Dynamics 365 for Non-Profits is, and the benefits it has for Non-Profits.

What is Microsoft Dynamics 365 for Non-Profits?

It is a customer relationship management platform developed and configured specifically for Non-Profits by Microsoft. Part of a larger ecosystem of tools, it enables you to build a complete structure of data management tools, fundraising, engagement and productivity for your organisation.

Some featured resources for non-profits include:

  • Intelligent constituent engagement: Engage with donors and volunteers for life with their CRM capabilities and enable personalised interactions through a 360-degree view of donor and volunteer engagements.
  • Modern finance and operations tools: Automate and modernise your financial operations with Dynamics 365 Finance and Business Central. Allows you to monitor performance in real-time, predict future outcomes and make data-driven decisions to drive greater impact.
  • Automate business processes: Build no-code and low-code customer applications to automate routine processes with Microsoft Power Apps and more.
  • Do more with your data with the Common Data Model: Includes standardised, extensible data schemas from Microsoft and its partners (like us!) that are relevant to Non-Profits including constituent management, fundraising, awards, program delivery and impact tracking.

There are grants available for Non-Profits who are interested in the Dynamics 365 business applications.

How Non-Profits can benefit from Microsoft Dynamics 365

Unify all your systems

There are many moving parts within a Non-Profit organisation that can make it hard to keep track of everything. By unifying your systems, you can get a clearer view of your organisation and the entire operation which will enhance your productivity and efficiency.

Dynamics 365 has a home to manage every aspect of your Non-Profit operations, contacts, donations, volunteers, and event memberships all within one app.

Since all Microsoft apps integrate with each other along with other Microsoft products such as Office and Outlook, you can easily manage all processes, documents and more within one space.

Manage Donors

Donor management is an important part for non-profit organisations. Dynamics 365 helps connect managers and fundraisers with donors to help drive contribution. You can track incoming funds and pledges easily with Dynamics CRM. The CRM system also shows charts and graphics to help you visualise how close you are to your fundraising goals.

You can also track and analyse donor behaviour to see where they’ve pledged in the past, and where they are most likely to contribute in the future.

By having this comprehensive view, as a Non-Profit you can spot any trends, discover what campaigns are most effective and map out the best ways to achieve greater future impact.

Donation Tracking

Using Dynamics 365 you can track and manage donations in relation to specific donors and specific campaigns. You can see full donation history, information on recurring donations, and pledge amounts are accessible in a very easy to use and view interface.

Grant management

Dynamics 365 allows you to manage and keep track of your grants from initial applications, all the way through to award and can even manage functions such as automatic reminders and renewals to ensure no opportunities slip through the cracks.

Volunteer Management

Dynamics 365 has rostering and timesheet features and profile management which allows non-profits to manage their volunteer workforce easily and assign volunteers to certain projects. You can track school credit for those who are volunteering through an educational institution. Dynamics 365 also includes tools for compliance to ensure your organisation is adhering to any regulations.

Campaign and Event Management

Dynamics 365 is a powerful tool for Non-Profits as it helps you keep track of campaigns and events with powerful tools and insights. You can assign tasks, track coverage, measure donations all through the one platform.

You can also create custom segments of contacts to send personalised campaigns based on what stage the donor is within your organisation. Host events through Dynamics 365 Event Management tool which can help plan conferences, fundraisers and more. Everything from booking venues, organising sponsors, managing schedules and tracking attendance can be done in Dynamics 365.

Not sure if Dynamics 365 is the right solution for your Non-Profit organisation? We can help you by assessing your organisation’s needs and suggest the right solution to suit your budget and needs. Grants are often available for Non-Profits.

The team at 365 Mechanix are here to help. Contact us today for a complimentary consultation.