Power Platform for Charities
Empowering Charities to Achieve More with Data, Automation, and Insights.
Introduction to the Power Platform for Charities
The Power Platform by Microsoft is a suite of tools designed to help organisations streamline processes, gain insights, and engage supporters more effectively. By combining Power Apps, Power Automate, Power BI and Power Pages, the Power Platform enables charities to create custom applications, automate time-consuming tasks, and make data-driven decisions. When used alongside Dynamics 365, the Power Platform provides an integrated, holistic solution tailored to the unique needs of the charity sector.
Power Platform Use Cases in the Charity Sector
Donor relationships are the lifeblood of any charity. Power Automate can help you:
- Automatically send personalised thank-you emails after a donation.
- Schedule follow-ups for regular contributors, ensuring ongoing support.
- Create segmented campaigns tailored to donor preferences, improving engagement rates.
Combined with Power Apps, you can design custom tools to centralise donor data and track every interaction for a seamless experience.
Managing volunteers is no small feat, but Power Apps simplifies this process:
- A dedicated volunteer app allows sign-ups, shift updates, and feedback submissions.
- Coordinators can use real-time dashboards to track volunteer activity and fill gaps in scheduling.
With automated reminders powered by Power Automate, you’ll always keep your volunteers informed and engaged.
Make every campaign count with Power BI:
- Visualise key data such as donor demographics, average contributions, and campaign performance in easy-to-understand dashboards.
- Measure your progress against targets in real time.
- Identify the most effective channels to focus your efforts on what works.
Quick Tip: Use Power Automate to set up alerts for key milestones, such as hitting a campaign goal or lapses in engagement, so you can act immediately.
Long gone are the days of manually piecing together reports. With Power BI, you can:
- Generate insights on donor activity, volunteer participation, and fundraising outcomes instantly.
- Share interactive dashboards with stakeholders to demonstrate your charity’s impact.
- Make data-backed decisions that drive your mission forward.
Free up valuable time by automating routine tasks with Power Automate:
- Set workflows to update donor records after an event or donation.
- Automatically generate financial reports for internal and external audits.
- Send reminders for overdue tasks or upcoming deadlines, ensuring nothing falls through the cracks.
Did You Know? On average, organisations using automation tools save up to 20 hours a week, allowing teams to focus on strategic initiatives.
Benefits of the Power Platform in the Charity Industry
Why Work with Pragmatiq
At Pragmatiq, we specialise in creating tailored solutions that empower charities to streamline their processes, increase engagement, and maximise their impact. Our team has deep experience in the charity sector and works closely with each organisation to understand their specific needs. We guide charities in building, implementing, and optimising their Power Platform solutions, from managing donations and volunteers to generating real-time insights.
By partnering with Pragmatiq, you gain a trusted advisor who can help you fully harness the potential of the Power Platform and Dynamics 365, ensuring your charity’s technology works seamlessly and adapts to your evolving needs.
Start your journey today