Discover
Process workshops, data audit, and a fit-gap against the standard product.
Phase 2 · Evaluate
Industry
Bridging the Gap Between Funding and Impact.
Donor reporting rebuilt by hand per funder, budgets tracked outside the ledger, and procurement that fails audit.
How we solve it
Business Central with GrantFlow 365 and ProcurementFlow 365: grants, budgets, procurement and reporting by programme and funder.
What you get
Grant and budget control
Funder-specific reporting
Procurement with approval trail
Multi-currency field offices
Non-profit and development: from funding to funder reports
From the funder agreement to the funder report, with spending controlled against the budget at each step.
Dynamics 365
Grants, budgets, procurement and finance
Power Platform
Field apps, approvals and workflow for offices and partners
Power BI & Fabric
Reports by programme, donor and currency
Azure
Integration and data services for field systems
Copilot & agents
Drafting and summarising for programme and finance teams
Microsoft 365 & Teams
Approvals, document collaboration and reporting in Teams
Start Funder agreements and budgets
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Fund Record the agreement and budget Funder agreements, conditions and budget lines are set up for each grant. Dynamics 365 GrantFlow 365
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Request Raise requisitions in the field Field offices raise requisitions from a mobile app, in their own currency. Power Platform ProcurementFlow 365
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Approve Approve with an audit trail Approvals route by value and role, with every step recorded. Dynamics 365 Microsoft 365 & Teams ProcurementFlow 365 Control point
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Buy Source and order Purchase orders and supplier records follow the procurement rules. Dynamics 365 ProcurementFlow 365
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Control Control spending against the budget Spending is checked against the budget lines before it posts. Dynamics 365 GrantFlow 365 Control point
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Pay Pay staff and suppliers Payroll and supplier payments post to the grant and programme dimensions. Dynamics 365 PayrollFlow 365 DisbursementFlow 365 Integration Bank files for local banks
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Report Report by funder and programme Reports for each funder are produced from the same ledger. Power BI & Fabric Microsoft 365 & Teams Copilot & agents Integration Funder templates in Power BI and Excel
Result Funder-ready reports and clean audits
This is the standard pattern we implement. The exact scope, systems and integrations are confirmed with you in a discovery workshop.
Our approach
01
02
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04
Design
Solution blueprint, integration map, and the extensions we will actually need.
Deploy
Configuration, migration rehearsal, role-based training, UAT and phased cutover.
Support
Hypercare, managed services, client portal, scheduled optimisation reviews.
Platform and products for this sector
Non-Profit & Development Sector programmes typically run on Dynamics 365 Business Central, Power Platform & Power BI, with GrantFlow 365, ProcurementFlow 365, PayrollFlow 365 covering the sector-specific gaps. Which combination applies depends on entity count, integration load and the reporting you must produce from the ledger.
How a programme runs
We start with the process that hurts most in the sector, not with the whole ERP. Discovery and fit-gap on your own processes, a design signed off by finance and operations, a pilot on real documents, then roll-out in phases with hypercare after go-live.
Discover: workshops, data audit and written fit-gap
Design: blueprint, integrations and the extensions that are justified
Deploy: configuration, migration rehearsals, training and cutover
Support: hypercare, managed services and optimisation reviews
Frequently asked questions
Which Dynamics 365 platform suits Non-Profit & Development Sector?
Dynamics 365 Business Central, Power Platform & Power BI. Entity count, integration load and regulatory reporting decide between them, not headcount.
Which Software Dynamics products apply to Non-Profit & Development Sector?
GrantFlow 365, ProcurementFlow 365, PayrollFlow 365. Each product page lists the platform it runs on and what it adds to the standard product.
How do we start?
With a 45-minute consultation, then a discovery and fit-gap workshop on your own processes. You receive a written fit-gap and a phased plan before a programme is agreed.