MICROSOFT DYNAMICS 365 FOR CHARITIES?
Charities survive because of the generosity of volunteers giving their time and their donations.
MICROSOFT DYNAMICS 365 FOR CHARITIES?
When your most important commodity is people you need Microsoft Dynamics 365 CRM solution which is specifically designed for not for profit – it is designed to be 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 charity sector which can be easily managed by Microsoft Dynamics 365 Not for profit, creating a data-driven environment for the charity, so you can get the best from your fundraising efforts.
Please also note: Microsoft Dynamics CRM charity pricing reflects Microsoft’s commitment to the charity sector, and this means 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.
Microsoft Dynamics 365 Not for profit video
Here is an overview of the Microsoft Dynamics 365 Not for profit solution.
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 areas, and these don’t integrate with each other, which creates huge problems for the operators moving between the platforms. Microsoft Dynamics 365 not for profit is designed specifically to move between platforms seamlessly managing charity members, donors and beneficiaries using a single interface, and it can even be integrated to external not for profit platforms like: Just Giving and Go Fund Me, as well. Connecting all your processes using Microsoft Dynamics 365 for charities will improve performance and put all your staff on the same page so a coherent message to volunteers and supporters is assured.
CAN OUR ‘NOT FOR PROFIT’ ORGANISATION BENEFIT FROM THE MICROSOFT D365 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% charity 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 charity needs. Dynamics 365 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 charity supporters.
Please use the link to check eligibility:
CAN CHARITY SUPPORTERS BENEFIT FROM MICROSOFT DYNAMICS 365 NOT FOR PROFIT?
Your charity supporters will benefit from Microsoft Dynamics 365 Not for profit too, as you will have a real-time view of all interactions with them, on your Power BI dashboard, so you can deliver seamless supporter care. You can tailor charity campaigns to specific audiences, so they get the best out of the charity experience and they don’t unsubscribe due to information overload.
Microsoft Dynamics 365 not for profit can spot trends and opportunities across your whole database which can be automatically capitalised on as a workflow is created. Communication to charity supporters is more targeted, so more relevant and personal to the recipients, which will drive positive engagement.
BENEFIT FROM BETTER REPORTING ON MICROSOFT DYNAMICS 365 NOT FOR PROFIT?
Charity income streams can be viewed on your Power BI dashboard and 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 charity campaigns can also be split across funds, so income management becomes effortless.
HOW COULD FUNDRAISING EVENTS BENEFIT USING MICROSOFT DYNAMICS 365 NOT FOR PROFIT?
Charity engagement opportunities like fundraisers and galas can be managed easily as D365 comes with event management functionality. Platforms like Eventbrite and Cvent benefit from dynamics crm integration, which means all your charity fundraising efforts can be seen from one dashboard for an uncluttered 360-degree view.
HOW COULD THE GRANT FUNDING PROCESS BE IMPROVED BY MICROSOFT DYNAMICS 365 NOT FOR PROFIT?
Grant administration can benefit too, as Microsoft Dynamics 365 Not for profit enables easy collaboration. Tracking submissions and reporting are key, so management and grant funders are all kept in the loop and progress is assured.
ACCURATE PROCESSING OF GIFT AID USING MICROSOFT DYNAMICS 365 NOT FOR PROFIT?
Although Gift Aid is a staple for extra income for Not for profit, it can come with its own set of worries. Accurate reporting of Gift Aid is vital, so often if there are any doubts, funds aren’t collated with the gift aid. Microsoft Dynamics 365 Not for profit is built to accurately and intelligently process Gift Aid so time and funds aren’t wasted.
MANAGING VOLUNTEERS WITH MICROSOFT DYNAMICS 365 NOT FOR PROFIT?
Charities can motivate and reward volunteers by tracking their hours, their skill sets, and recognising any training volunteers might need on Dynamics 365 not for profit. Coordinating volunteers from your Power BI dashboard is simple and effective, from local branch level, to head office.
GDPR FOR CHARITIES WITH MICROSOFT DYNAMICS 365 NOT FOR PROFIT?
Microsoft Dynamics 365 Not for profit has a UK based cloud, so complies to GDPR and ISO. Microsoft Dynamics 365 CRM has twice yearly updates that go direct to your platform, these include security protocols. On an office level all documents are protected by access permissions which can be based on the role, or on individuals.
Inturi technology is a Microsoft silver partner so you can trust us to drill-down into the nuances of your Not for profit organisation so you get the best solution. We will connect all processes which will in turn streamline your enterprise, so you are ahead of the curve for the present and into the future. Microsoft created an industry vertical for Not for profit which is robust and scalable to suit both large and small – this has already been adopted by some of the larger UK charities, so you are assured that you are going down a well-trodden route.
Your charity data will be unified on a secure platform, transforming charity reporting through data-driven insights. Integration with your existing platforms will transform your charities user experience and drive forward charity fundraising increasing your revenue.
Please feel you can call Inturi for an informal chat to ascertain your charities requirements.
Also take a look at our blog: Microsoft 2021 new charity features and our Not for profit solutions page for more Q&A.
SHARE POST
TECHNOLOGY CAN RULE YOU OR BE YOUR TOOL
Find out more about your digital CRM solution today.
For further information book a call
Or call us now