Boost donor relationships and streamline operations with Dynamics 365 CRM for charities

Empower your charity with smarter donor management, streamlined operations, and data-driven insights

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Solving charity challenges with Dynamics 365 CRM

As charities grow, managing donors and operations becomes complex. Dynamics 365 CRM simplifies workflows and strengthens connections.

The responsibilities of charitable organisations are vast and varied. From fostering donor relationships and recording contributions to organising community events and managing operational processes, the workload can be significant. As organisations grow, so too does the complexity of their operations, making it vital to implement efficient systems.

A Customer Relationship Management (CRM) system offers a practical and effective way to address these challenges. Dynamics 365 CRM, in particular, provides charities with the tools they need to optimise their workflows, strengthen donor connections, and achieve greater outcomes. By embracing technology, charities can ensure that their resources are used effectively, allowing them to concentrate on their primary goal: making a positive impact in the world.

How Dynamics 365 CRM supports charities & non-profits

Discover the real benefits of Dynamics 365 CRM for charities, from automating tasks and reducing admin to strengthening donor relationships and driving growth.

Strengthen donor relationships with complete visibility

Dynamics 365 CRM gives charities a single source of truth for every supporter, donation history, preferences, and interactions, all in one place. With this insight, your team can personalise engagement and build lasting loyalty.

Automate fundraising and boost efficiency

Take the complexity out of fundraising. Dynamics 365 CRM automates routine tasks, tracks campaign performance, and helps you reach more donors—freeing up time for what matters most.

Cut admin and focus on your mission

Manual processes slow charities down. Dynamics 365 CRM streamlines operations, reduces errors, and gives your team more time to deliver impact instead of drowning in admin.

Turn data into actionable insights

Make smarter decisions with real-time analytics. Dynamics 365 CRM helps charities monitor performance, uncover trends, and optimise strategies—so every pound and hour counts.

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Why third-sector organisations needs a CRM

75%

of businesses are utilising a CRM

85%

of businesses are planning to invest in AI or automation tools

94%

of businesses say using a CRM contributes to increasing customer retention

Data taken from a survey we commissioned in December 2024

Powering charitable impact with Dynamics 365 CRM

Dynamics 365 CRM is designed to meet the unique needs of charities. Its intuitive interface and powerful features make it an ideal solution for organisations that want to enhance efficiency and strengthen relationships. From tracking donations and managing volunteers to organising events and reporting on impact, Dynamics 365 offers a flexible platform that can be tailored to your charity’s goals. This adaptability ensures you get the most from your technology investment, helping you maximise resources and achieve meaningful outcomes.

Improving Donor Engagement

The platform allows organisations to categorise donors based on factors such as donation history and preferences. This segmentation enables charities to create targeted communication strategies, fostering stronger connections with their supporters.

Enhancing Fundraising Initiatives

Automation tools within Dynamics 365 simplify the execution of fundraising campaigns. Charities can track metrics such as open rates and donation conversions, allowing them to refine their strategies and achieve greater success.

Streamlining Event Management

Planning and executing events can be a daunting task, but Dynamics 365 simplifies the process. From volunteer coordination to attendee tracking, the platform offers tools that ensure events are well-organised and effective.

Effective Volunteer Management

 Dynamics 365 provides a centralised database for tracking volunteer availability, skills, and past involvement. This enables organisations to assign tasks efficiently and maintain a motivated volunteer workforce.

Why Charities choose Dynamics 365

Tailored to your charity’s needs

Dynamics 365 offers a wide array of customisation options, enabling you to mould the system to align with your particular business procedures. Whether your needs involve custom fields, workflows, or dashboards, Dynamics 365 can be adjusted to suit your specifications. This level of adaptability guarantees that you can fine-tune the CRM to support your unique business objectives and enhance overall efficiency.

Connected tools for a seamless

Dynamics 365 integrates effortlessly with a multitude of applications and services, including Microsoft Office 365, Power BI, and various third-party solutions. This integration capability allows you to link your CRM with other tools you use daily, creating a cohesive and streamlined workflow. By capitalising on these integrations, you can enhance operational efficiency, improve data accuracy, and foster better collaboration across your organisation.

Simple, intuitive, and built for your team

Dynamics 365 boasts an intuitive and user-centric interface that simplifies navigation and usage for your team. With its contemporary design and clear navigation, users can effortlessly access the information they need and complete tasks efficiently, minimising the learning curve and boosting productivity.

Real-time insights that drive impact

Dynamics 365 offers powerful analytics and reporting tools that provide you with invaluable insights into your business performance. With real-time data and customisable reports, you can make well-informed decisions, identify trends, and measure success accurately. These analytics capabilities empower you to stay ahead of the competition and foster business growth.

Enterprise-grade protection for sensitive data

In addition to its other features, Dynamics 365 ensures that your data is secure and complies with industry standards. With robust security measures and compliance protocols in place, you can trust that your business information is protected, allowing you to focus on achieving your business goals without concern.

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How other businesses have benefitted from Dynamics 365

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Download our report

The Dynamics of Success

Get a better understanding of the benefits of using a CRM system - allowing businesses like yours to overcome fragmented systems and disconnected workflows. Don't just read about them either, our report provides you with actionable insights and practical recommendations so that you can begin to make data-led decisions.

the-dynamics-of-success-report-download-1

Download our report

The Dynamics of Success

Get a better understanding of the benefits of using a CRM system - allowing businesses like yours to overcome fragmented systems and disconnected workflows. Don't just read about them either, our report provides you with actionable insights and practical recommendations so that you can begin to make data-led decisions.

the-dynamics-of-success-report-download-1

Take Dynamics 365 CRM to the next level

Unlock new opportunities with intelligent solutions that unite data, people, and processes. Gain actionable insights, streamline operations, and create meaningful experiences that strengthen supporter trust and amplify your organisation’s impact.

Customer insights

Gain clarity into donor needs with real-time data and connected charity teams. Anticipate challenges, respond quickly to shifting priorities, and keep supporter satisfaction at the centre of every interaction.

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Customer service

Exceed expectations and build trust with connected charity teams and real-time insights. Resolve issues faster, adapt to changing needs, and keep supporter satisfaction at the heart of every interaction.

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Field service

Boost efficiency and visibility with real-time support that keeps charity teams connected and donors informed. Automations streamline every process, ensuring smooth operations and satisfaction at every step.

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Finance

Stay competitive with real-time insights that simplify processes and strengthen decision-making. Automations and compliance tools drive impact and give your organisation the confidence to scale in any market.

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Supply chain

Stay resilient with connected operations and real-time visibility that keep complexity under control. Intelligent automation and sharper forecasting give your organisation the agility to adapt fast and deliver with confidence.

Learn more

HR

Simplify HR processes and strengthen every stage of the employee journey. From onboarding to performance management, real-time insights and automation help build an adaptable charity team while giving your organisation clarity to plan confidently for what’s next.

Project ops

Bring charity teams, resources, and insights together to deliver projects with precision and impact. From planning to profitability, real-time visibility and automation help your organisation stay on track while adapting to change with confidence.

Build the perfect CRM for your charity with Dynamics 365

Ready to transform how you manage donors, volunteers, and events? Dynamics 365 CRM gives your organisation the tools to work smarter, strengthen relationships, and maximise impact.

Complete the form to request a demo and see how Dynamics 365 can help your charity achieve more.

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Frequently asked questions

What is Microsoft Dynamics 365 CRM for charities?

Microsoft Dynamics 365 CRM is a cloud-based solution that helps charities manage donor relationships, fundraising campaigns, volunteer coordination, and reporting—all in one platform. It’s designed to streamline operations and improve engagement.

How can Dynamics 365 CRM help with donor management?

Dynamics 365 CRM provides a centralised database for donor information, including giving history, preferences, and communication records. This enables charities to personalise outreach and build stronger relationships.

Does Dynamics 365 CRM support fundraising campaigns?

Yes. Dynamics 365 CRM includes tools to plan, track, and analyse fundraising campaigns. Charities can monitor performance in real time, automate follow-ups, and optimise strategies to increase donations.

Can Dynamics 365 CRM integrate with other tools charities use?

Absolutely. Dynamics 365 CRM integrates with Microsoft 365, Power BI, and popular third-party applications. This creates a seamless workflow and improves data accuracy across your organisation.

Is Dynamics 365 CRM suitable for small charities?

Yes. Dynamics 365 CRM is scalable and can be tailored to fit charities of all sizes. Smaller organisations can start with core features and add more functionality as they grow.

How does Dynamics 365 CRM improve volunteer management?

The platform allows charities to track volunteer availability, skills, and participation history. This makes scheduling easier and helps organisations engage volunteers effectively.

What reporting and analytics features does Dynamics 365 CRM offer?

Dynamics 365 CRM provides real-time dashboards and customisable reports. Charities can track donations, campaign ROI, and engagement trends to make informed decisions.

Is Dynamics 365 CRM secure and compliant for charities?

Yes. Dynamics 365 CRM includes enterprise-grade security and compliance features, helping charities protect sensitive data and meet regulations like GDPR.

How much does Dynamics 365 CRM cost for charities and non-profits?

Microsoft offers discounted pricing for eligible non-profits. Costs vary based on the number of users and features required. Contact a Microsoft partner for tailored pricing.

Can Dynamics 365 CRM be customised for charity-specific needs?

Yes. Charities can add custom fields, workflows, and dashboards to align the system with their unique processes and objectives.