Charity Sector Overview

Empowering charities through digital transformation for greater impact 

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Introduction to Digital Transformation in the Charity Sector

In an era where technology drives success, charities are no longer limited to traditional methods of fundraising, supporter engagement, and event management. Digital transformation enables organisations to streamline operations, enhance communication, and optimise resources—all while staying focused on their mission. 

Charities face increased pressure to do more with less, but with the right tools, they can create efficiencies, improve donor relations, and boost their impact. Digital solutions, such as Dynamics 365 and the Power Platform, offer innovative ways to manage donor data, automate processes, and provide valuable insights, all in one integrated system. 

Explore how Dynamics 365 and Power Platform can help your charity thrive in today’s digital-first world:   

Power Platform for Charities Dynamics 365 for Charities

Key challenges facing charities and how digital solutions can support

The charity sector faces unique challenges, and digital transformation can address them head-on. Here’s how the right solutions can make a difference:   

Maximising limited resources

Charities often have limited budgets, making it essential to maximise every pound spent.

Solution:Automation through Power Automate and streamlined workflows in Dynamics 365 reduce time spent on manual tasks, enabling charities to allocate more resources toward their mission.

Engaging and retaining donors

Building and maintaining relationships with donors is crucial, but it’s often a challenge to personalise communication effectively.

Solution:Dynamics 365 enables charities to track donor interactions, personalise communication, and predict donor behaviour to increase retention and lifetime value.

Centralising data for better decision-making

Disparate systems can lead to poor data quality and missed opportunities.

Solution: Dynamics 365 centralises all donor, volunteer, and supporter data, providing a comprehensive view that helps make informed decisions and improve strategy.

Event management and volunteer coordination

Organising events and managing volunteers is often time-consuming and disorganised without the right systems.

Solution:Use Power Apps to create custom event management apps, automate volunteer coordination, and streamline communications with Power Automate.

Staying compliant and transparent

Charities need to ensure they meet regulatory requirements and maintain donor trust with transparent reporting.

Solution:Power BI delivers real-time insights and easy-to-generate reports, making it simple to track fundraising progress, donor contributions, and more.

What is Dynamics 365 for Charities?

Dynamics 365 is a comprehensive cloud-based CRM solution that helps charities manage everything from donor relationships to fundraising, events, and communications. By automating key processes and centralising data, charities can build stronger connections with their supporters, streamline operations, and drive better outcomes. 

Key features of Dynamics 365 for Charities:   

  • Centralised donor management   
  • Personalised engagement and communication tools   
  • Automated workflows for events, donations, and reminders   
  • Advanced reporting and real-time analytics   

Discover how Dynamics 365 for Charities can empower your charity with the digital tools needed to evolve and expand.

What is the Power Platform for Charities?

The Power Platform consists of several powerful tools — Power BI, Power Apps, Power Automate and Power Pages — that enable charities to create custom applications, automate workflows, and gain actionable insights from their data, all with the powerful low-code experience. 

Key Benefits of the Power Platform for Charities:   

  • Build custom apps for volunteer management, event coordination, and more with Power Apps.   
  • Automate routine tasks, from donation tracking to event reminders, with Power Automate.   
  • Make data-driven decisions with easy-to-use dashboards powered by Power BI. 
  • Create both internal and external facing websites and portals for your audience to interact with. 

Power Platform offers charities an affordable, flexible way to create solutions that meet their unique needs, all while integrating seamlessly with Dynamics 365 and other third-party applications. 

Learn More about how the Power Platform can help your charity transform its operations. 

Insights and reporting for charities in d365

Stuart Goldwater, Managing Director at Pragmatiq

“Giving back is at the heart of what we do at Pragmatiq, and we’re incredibly proud to work alongside amazing charities and not-profit organisations, using our skills and resources to help them make an even bigger impact.
It’s not just about business – it’s about people, communities, and doing what we can to make a real difference.”

CSR at Pragmatiq - Supporting charities & giving back

Since Pragmatiq was established in 2017, supporting local charities has always been extremely important. To deepen our impact, we introduced a ‘Charity of the Year’ initiative, allowing us to dedicate time, resources and fundraising efforts to a chosen charity each year. This partnership enables us to make a meaningful difference through fundraising, raising awareness and hands-on support via employee volunteering days.

For 2024 and 2025, we are proud to support Ride High, a Milton Keynes-based charity that transforms the lives of disadvantaged and vulnerable children through equine-assisted learning. Located just 10 minutes from our office, Ride High provides a safe and supportive environment where children can build confidence, develop new skills, and find hope for the future.

Beyond charity work, we are also committed to environmental sustainability. Through our partnership with Ecologi, we support tree-planting initiatives to help offset our carbon footprint. By taking action, we aim to contribute to a healthier planet while encouraging sustainable practices with our business.

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