Microsoft Dynamics 365 for charities

11th May 2018

Microsoft Dynamics 365 has many benefits which makes it a viable solution for all kinds of organisations. It helps to collect, manage and organise the data of an organisation’s customers, supporters and stakeholders.

Microsoft Dynamics 365 is one of the leading CRM systems on the market as it can transform all areas of a business and make it work more efficiently. Organisations such as charities and non-profits can also hugely benefit from Dynamics 365 due to the many different tools it has.

Charities are able to tailor the platform to create a bespoke solution which will help them better manage all key areas of the organisation. Through Microsoft philanthropies, charities receive a substantial discount on the cost of the licences making an enterprise product accessible to small charities.

Here are just some features that makes Microsoft Dynamics 365 a must-have for charitable organisations.

Single supporter view

Microsoft Dynamics 365 gives fundraisers a complete and real-time view of every activity and interaction each supporter has with their organisation.

Supporter communication

Microsoft Dynamics 365 can be used to spot trends and opportunities across an organisations database and it also helps to improve the quality and relevance of the interaction with these prospects. One example is that the CRM allows charities to automatically respond to their supporters.

Income processing

Dynamics 365 helps charities manage revenue that comes from different streams by automatically identifying the source of the money. It can identify various aspects of the revenue such as the appeal, campaign and event, and can then categorise it accordingly.

Managing busy events

Charities often work to a busy calendar with various events scheduled and planned through the year. Microsoft Dynamics 365 helps charities to plan, invite people to and organise different events such as charity balls, presentations and galas, so they can make the most out of the opportunities and generate more supporters.

If you work for a charity and would like to know more about how Microsoft Dynamics 365 can help, feel free to call a member of our team today on 0113 415 1615.

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