Charity Sector Overview

Empowering Charities Through Digital Transformation for Greater Impact

People sitting around desk discussing custom business solutions

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

“Before partnering with Pragmatiq, our organisation was previously working with a healthcare platform that did not meet our needs. Pragmatiq worked closely with us to understand our needs and implemented a solution that is tailored to our unique processes. We have seen improvements across various areas in the organisation as a result, but crucially, this system has streamlined our referral process. We have found Pragmatiq easy to work with and are really pleased with our system, so would be happy to recommend them to other organisations.”

Jane Boland Head of James’ Place Liverpool and Clinical Lead

“We undertook an extensive procurement process to find the right provider. It was clear that Pragmatiq understood our organisation and needs in a way that other providers didn’t. We have been working with them now for a few months and have been delighted with their approach and commitment to getting things right. The whole team is professional, engaged, and reliable and I look forward to working with them again on future developments.”

Kerry Evans CEO at Brighton Therapy Centre

The solutions they created has made a big difference and had become the main hub for all our documentation. We would strongly recommend Pragmatiq for a bespoke CRM solution using Dynamics 365.

Caroline Fearson Head of Operations at British Sign Language Broadcasting Trust

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Charity Sector Overview

Introduction to Digital Transformation in the Charity Sector