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.
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.
How Dynamics 365 supports fundraising efforts
Fundraising is the lifeblood of many charities, but without the right tools, managing campaigns, donors, and results can be challenging. Microsoft Dynamics 365 brings everything into one place, helping teams better understand supporters, deliver targeted campaigns, and increase donations.
Introducing the Pragmatiq Fundraising Accelerator
To take this further, we’ve developed the Pragmatiq Fundraising Accelerator – a tailored solution that builds on Dynamics 365 and the Power Platform. It enhances your fundraising capabilities with tools designed specifically for the charity sector.
Key features include:
- Donor profiles with giving history and communication preferences
- Campaign and donation tracking with real-time dashboards
- Automated supporter journeys and email communications
- Gift Aid and compliance tracking built for non-profits
Using Dynamics 365 to manage service delivery
For service-based charities, delivering quality support means managing caseloads, tracking interactions, and maintaining consistency, often across multiple teams and systems. Dynamics 365 centralises this into one platform, from referral to outcome tracking.
Key features include:
- Customisable case management, including timelines, interactions, and notes
- Support plans and service pathways to guide delivery
- Scheduling and task management for team coordination
- Role-based access to safeguard sensitive beneficiary information
At Pragmatiq, we’ve worked with many service-based charities to design solutions that reflect their unique processes, compliance needs, and real-world challenges – whether in mental health, education, or community services.
Dynamics 365 for managing stakeholder engagement
Charities are often supported by a diverse group of stakeholders, including funders, corporate partners, volunteers, trustees, and local authorities. Managing these relationships in spreadsheets or siloed systems can result in missed opportunities and disconnected communication. Dynamics 365 gives you a clear, unified picture of every stakeholder, helping you to build stronger, more strategic partnerships.
Key features:
- Stakeholder segmentation and tagging for tailored engagement
- Central timeline of interactions, meetings, and emails
- Volunteer and partner activity tracking
- Relationship health monitoring and engagement scoring
Impact measurement & reporting
For service-based charities, delivering quality support means managing caseloads, tracking interactions, and maintaining consistency, often across multiple teams and systems. Dynamics 365 centralises this into one platform, from referral to outcome tracking.
Key features include:
- Customisable case management, including timelines, interactions, and notes
- Support plans and service pathways to guide delivery
- Scheduling and task management for team coordination
- Role-based access to safeguard sensitive beneficiary information
At Pragmatiq, we’ve worked with many service-based charities to design solutions that reflect their unique processes, compliance needs, and real-world challenges – whether in mental health, education, or community services.
Real results, real impact
Hear how we’ve helped charities and non-profits achieve outcomes with Microsoft technologies.
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 Gift Aid 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.
Webinar: Strengthening donor relationships and boosting digital fundraising for charities
Join our webinar with Microsoft’s Tech for Social Impact Team to explore how strong donor relationships can transform your charity’s operations!
- Date: 24th April 2025
- Time: 10AM
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