Microsoft Dynamics 365 for Charities

Pragmatiq specialises in user-friendly CRM solutions leveraging Dynamics 365 for Charities and Non-Profits, driving digital transformations that enhance your social impact.

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Benefits of Using Dynamics 365 for Charities

Microsoft Dynamics 365 is a leading CRM in the charity and non-profit space, effortlessly handling all your data regarding volunteers, donors, fundraising, events, and more. With all your data at your fingertips, Dynamics 365 lets you focus on the activities that matter most.

Fully Customisable

Tailor your Charity CRM system to fit perfectly around your specific needs and requirements, resulting in seamless user adoption, and a system that drives real change.

360° View of Stakeholders

Establish a single source of truth, including all information about donors, volunteers, and other stakeholders, empowering your teams to operate efficiently and maximise value.

Automate & Simplify

Automate day-to-day tasks such as data entry, email campaigns, and donation processes, saving time and freeing up resources so that you can focus on activities that drive impact.

Personlised Communications

Effortlessly unlock fundraising opportunities by nurturing strong donor relationships through personalised communications at every stage of the donor journey.

Data-Driven Decisions

Advanced reporting capabilities shown in easy-to-read dashboards and reports make strategic decision-making easy.

Safe & Secure

Microsoft Dynamics 365 for Charities and Non-Profits supports a comprehensive security model, ensuring that your data is secure and compliant.

Key Features of Dynamics 365 for Charities

D365 for Charities allows you to centralise all information regarding donors, members, volunteers and more. You can record a wide range of data, from basic options such as contact details, job roles, and notes, to more complex data such as volunteer participation, lifetime value, donor commitments, engagement, etc.

By having all this data in one place, you can quickly find any necessary data, reducing time spent on switching apps and ensuring your data is secure.

Dsicover more about donor management features here.

Manage pledges, donations, marketing campaigns, and more within Dynamics 365 for Charities, streamlining your process and enhancing donor relationships.

Additionally, seamlessly manage GiftAid declarations with our custom integration, helping you track information efficiently.

These comprehensive fundraising features make engaging with current and new donors easy, helping you build lasting relationships that drive donations.

Events are a crucial part of any charity/non-profit organisation, but managing a busy calendar and maximising the opportunities these events present, can be difficult.

Dynamics 365 for Charities is designed to handle all event activities, both offline and online. Easily stay on top of events with clearly defined event workflows, that make it easy to track invites, emails, attendees, insights, etc.

Discover the event management capabilities of Dynamics 365 for Charities.

Make informed decisions with easy-to-read dashboards and reports, showing key KPIs such as donations, volunteer retention, etc.

Explore reporting for Charities in D365.

Seamlessly integrate D365 for Charities with, Teams, Outlook, Sharepoint, and other systems, such as websites, financial software, marketing platforms, and more.

The functionality within your solution can span anything and everything you need. At Pragmatiq, we work closely with you to identify your requirements and build a solution that is easy to use and carries value for the future.

The above features are only a snapshot of what the system can do; other features may include grant management, marketing automation, Mental Health Management Software, and so much more. Learn more about Mental Health Management Software.

Hear from our Charity Clients

“BSLBT commissions external production companies to make broadcast television programmes in British Sign Language (BSL) which are then shown on Film4 and Together TV as well as on our BSL Zone website. Our previous approach to documents relating to all our commissions and programmes was fragmented and inefficient, so we approached Pragmatiq to develop a bespoke CRM solution for us.

Dynamics 365 was recommended and fits in perfectly with our MS 365 landscape. Pragmatiq listened, made some suggestions, and then provided a very clear path with regular meetings and support. The solution they created has made a big difference and has become the main hub for all our documentation. On top of that, all the data is clearly controlled according to the job roles within our organisation.

We would strongly recommend Pragmatiq for a bespoke CRM solution using Dynamics 365.”

Caroline Fearon Head of Operations at British Sign Language Broadcasting Trust

“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

“We commissioned Pragmatiq to provide us with a bespoke Customer Relationship Management (CRM) system using Microsoft Dynamics. The team at Pragmatiq very quickly gained a thorough understanding of our complex delivery model and created a solution that has had a positive impact and really added value to our work. Pragmatiq were focused in their approach and delivered to tight timescales, as well as being a pleasure to work with.”

Natalie MacPherson Development Director at MacIntyre

“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 have had a number of large-scale CRM systems in place as an organisation for quite some time, and wanted to find ways of modernising and combining some of these systems. After doing lots of internal work to understand our requirements, we reached out to a number of CRM providers and found Pragmatiq were both warm to our project and us as an organisation.

After spending a useful period of time in pre-sales with Pragmatiq, we decided to use them as our partner in this ambitious project for us and were pleased to have the oversight of their senior staff to help get the project off the ground.

As with any project of this scale, we have hit a number of bumps in the road, and how we thought the project would run, both in terms of complexity and timelines, has changed and extended in the discovery and build phase. However, Pragmatiq have lived up to their name throughout that journey, being flexible and approachable to find ways forward both technically and financially which has been appreciated.”

Peter Norgate Director of People and Corporate Services at Terrence Higgins Trust

D365 Charity Success Story