Dynamics 365 - Your Digital Transformation Partner

Solution Capabilities

• Financial Management

  • Centralized Accounting: Manage all financial activities in one system, including donations, grants, memberships, and program expenses.
  • Multi-Currency Support: Track and manage finances in different currencies for organizations with international operations or funding sources.
  • Budgeting & Forecasting: Create budgets based on historical data and funding expectations to manage resources effectively.
  • Financial Reporting & Analysis: Generate comprehensive reports (profit & loss statements, balance sheets, cash flow statements) to track financial health, identify trends, and meet donor reporting requirements.
  • Non-Profit Specific Reports: Leverage pre-built reports designed for non-profits, such as donor insights, grant tracking reports, and program cost analysis.

• Fund Accounting

  • Grant Management: Track and manage grant funds throughout their lifecycle, ensuring compliance with grant terms and donor restrictions.
  • Multiple Funding Sources: D365 BC allows you to track and manage funds from various sources (donations, grants, fundraising events) with detailed coding structures to ensure accurate allocation and reporting.
  • Restricted Funds Management: Manage restricted funds according to donor specifications, ensuring compliance and responsible use of these resources.

• Accounts Payable (AP)

  • Streamlined Bill Payment: Automate bill payments to vendors and manage approvals for purchase requests.
  • Improved Vendor Relationships: Track vendor performance, manage contracts, and ensure timely payments.

• Procurement

  • Purchase Requisitions: Create and manage purchase requisitions for internal approvals before issuing purchase orders, ensuring responsible spending.
  • Purchase Orders: Manage purchase orders for goods and services, track order fulfilment, and control costs.

• Cash Book Management

  • Real-Time Cash Flow Visibility: Gain a clear understanding of your cash inflows and outflows, allowing for better financial planning and budgeting.
  • Reconciliation Tools: Streamline bank statement reconciliations for improved cash flow accuracy.

• Project Management

  • Project Budgeting & Tracking: Allocate budgets to specific projects, track project expenses against those budgets, and identify any cost variances.
  • Resource Management: Manage volunteers, staff, and other resources assigned to different projects to ensure successful project execution.
  • Project Reporting: Generate reports on project progress, resource utilization, and project outcomes to measure success and demonstrate impact to donors.

• More than just an ERP

  • Donor Management Integration: Integrate D365 BC with Dynamics 365 CRM for donor management to gain a 360-degree view of your donors, including their giving history, communication preferences, and the impact of their contributions.
  • Data Security & Compliance: D365 BC adheres to strict security protocols to safeguard sensitive donor information and financial data. The platform also helps maintain compliance with non-profit accounting standards and donor reporting requirements.
  • Scalability: D365 BC is a cloud-based solution that scales to accommodate your non-profit’s growth, allowing you to add functionalities and users as needed.

Empower your Non Profit

Case Studies