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Digital Transformation for NGOs with Dynamics 365

In today’s competitive landscape, NGOs need to operate more efficiently and effectively than ever before. Microsoft Dynamics 365, a powerful combination of Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) solutions, can be the key to unlocking your organization’s digital transformation.

Let us help your Nonprofit leverage the power of Microsoft’s intelligent and integrated cloud capabilities to drive transformative mission outcomes.

Deliver effective programming and accelerate mission outcomes.

  • Simplified Fundraising and Donor Management

    Non-profits rely heavily on donations, and Dynamics 365 simplifies fundraising and donor management by creating a centralized donor database, and automating thank-you notes and tax receipts to donors, freeing up time for other critical tasks.

  • Increased Efficiency and Collaboration

    Dynamics 365  provides a centralized platform for communication and task management, streamlining workflows, improving accountability, and enabling staff to focus on meaningful work, such as program development and community outreach.

  • Efficient Financial Management

    Non-profit organizations require efficient financial management to deliver their services effectively. Dynamics 365 automates accounting tasks and provides real-time financial insights to enable informed decisions on budgeting and resource allocation.

Dynamics 365 - Your Digital Transformation Partner

Microsoft Dynamics 365 is a scalable solution that can grow with your organization. With a user-friendly interface and a robust set of features, Dynamics 365 empowers your NGO to achieve greater efficiency, build stronger relationships, and ultimately, maximize your impact on the world.

Get started today and learn how a Microsoft Dynamics 365 implementation, tailored to your specific needs, can help your NGO achieve its full potential.

KRA eTIMs Integration

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

Microsoft Dynamics 365 Business Central streamlines financial management, enhances transparency and effectively manages resources. By leveraging D365 BC’s capabilities, you can:

  • Improve Financial Visibility and Control: Gain real-time insights into your financial health, track fund allocation, and ensure responsible spending.
  • Simplify Grant Management: Efficiently track and manage grant funds, ensuring compliance and maximizing the impact of donor contributions.
  • Enhance Donor Relationships: Demonstrate accountability and transparency to donors through comprehensive reporting and responsible resource allocation.
  • Optimize Project Management: Effectively manage project budgets and resources, and track outcomes for improved efficiency and greater impact.

Implement the difference in your non-profit.

Schedule a Demo today!