Microsoft Dynamics 365 for non-profits_

Boost efficiency, improve operations, save money and better understand your supporters with Dynamics 365 for non-profits. 

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What is Dynamics 365 for non-profits? 

Infinity Group have implemented numerous Microsoft Dynamics 365 solutions for charities and non-profit organisations across the UK. 

By implementing Dynamics 365, non-profits and charities can decommission multiple legacy systems that they have previously been using to manage fundraising, events management and marketing aspects of their organisation. Dynamics 365 provides them with this functionality from one centralised platform. 

Microsoft share our passion to support non-profit and charitable organisations worldwide by providing licenses at a heavily reduced rate (often 75% less). 

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How can Dynamics 365 address non-profit needs? 

Microsoft Dynamics 365 can be fully customised to work as an effective client management system, allowing users to co-ordinate and organise charitable work for those that have opted to help the cause. These could include donors, volunteers, vendors, students, alumni foundations and other important groups. 

Users can also update relevant contact details for each specific client and enable online registration using a Dynamics 365 web portal. 

By employing the solution effectively, you can streamline processes and focus on raising awareness for your cause, rather than stuck in legacy systems. 

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Our awards_

With these under our belt, we’re more than qualified to deploy Dynamics 365 for your organisation.

What are the benefits of Dynamics 365 for non-profits? 

 

One platform: Dynamics 365 is a complete solution, omitting the need for additional third-party CRM integrations 

Improve operational efficiency: Automate routine tasks, such as data entry and reporting, while improving collaboration between employees 

Boost efficiency: Once implemented, you will notice measurable improvements in efficiency and user productivity 

Get intelligence: Gain valuable insights into donor behaviour, program performance and operational efficiency for better decisions 

Scalable: A cloud-based platform, with the option to upgrade to additional features when you require 

Drive communication: Enhance communication and collaboration among staff, volunteers and donors with seamless information sharing 

Streamline fundraising: Automate fundraising processes, such as online donations and event registrations 

Easy to use: Our inclusive training will teach you how to use this enterprise level, fully intuitive Dynamics 365 platform 

How can Infinity Group help? 

In today’s modern world, non-profits face more obstacles than ever. With increasing competition, a cost-of-living crisis minimising donations and increasingly regulatory requirements, you need to make it simple for people to support you while minimising operational costs and efforts. We understand these challenges: that’s why we offer tailored Dynamics 365 systems, designed specifically to solve the problems you are facing. 

We can support you by uncovering vulnerabilities in your existing systems, with a thorough assessment and root cause analysis to identify where the difficulties lay. We can also map the value of a Dynamics 365 system onto the specific issues you are facing, allowing you to understand how it can drive your performance and donations. Working alongside your internal project team, we will then design a bespoke platform for you, tailored to your specific needs. Our experts will guide you through the migration, configuration and testing processes. 

“Infinity stood out early in the process as the front runner. My first engagement was efficient, and I got the attention required.

Hugo De Beer

Group Technical Director

Key areas of Dynamics 365 for non-profits_

Secure your data: Securely share documents and data between colleagues in one central place, using a cloud-based platform 

Manage volunteers: Give your volunteers quick access to the resources they need within one system, so they can focus on raising awareness 

Manage events: Easily manage all your events from within the platform for simpler, streamlined processes 

Manage donations: Make it easy for supporters to donate directly, reducing any barriers that might prevent them supporting your cause 

FAQs_

How can Dynamics 365 help non-profits improve fundraising efforts?

Dynamics 365 provides a robust platform for managing fundraising activities. It enables non-profits to:  

  • Track donor information: Capture and store comprehensive donor data, including giving history, preferences and communication history.  
  • Segment donors: Identify and segment donor groups based on various criteria, allowing for targeted fundraising campaigns.  
  • Automate fundraising processes: Automate tasks such as online donations, event registrations and recurring gifts, saving time and resources.  
  • Analyse campaign performance: Track key metrics such as donor acquisition costs, conversion rates and return on investment (ROI) to optimize fundraising strategies. 

How does Dynamics 365 help non-profits manage volunteers?

Dynamics 365 provides tools to effectively manage volunteers, including:  

  • Volunteer recruitment: Recruit, screen and onboard volunteers efficiently.  
  • Volunteer scheduling and tracking: Assign volunteers to roles, track their hours and recognise their contributions.  
  • Volunteer communication: Communicate effectively with volunteers through various channels, such as email and mobile apps.  
  • Volunteer engagement: Foster a strong volunteer community by recognising and appreciating their efforts. 

How can Dynamics 365 help non-profits improve program management?

Dynamics 365 helps non-profits track program outcomes, measure impact and allocate resources effectively. Key features include:  

  • Program tracking: Monitor program progress, track key performance indicators (KPIs) and assess program effectiveness.  
  • Resource allocation: Allocate resources efficiently based on program needs and budget constraints.  
  • Impact reporting: Generate reports and dashboards to demonstrate program impact to donors, funders and stakeholders. 

Is Dynamics 365 for non-profits affordable and accessible?

Yes, Dynamics 365 offers flexible pricing options and is available at discounted rates for eligible non-profits through the Microsoft Non-Profit Program. Additionally, Microsoft provides various resources and support options to help non-profits get started with Dynamics 365, including implementation guidance, training materials and access to a network of non-profit-focused partners. 

How secure is data stored in Dynamics 365?

Microsoft employs robust security measures to protect data stored in Dynamics 365. This includes data encryption, access controls and regular security audits. Microsoft also complies with industry-standard security certifications and regulations. 

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