Centralise donor and campaign information
All donor profiles, interactions, giving history, communications and campaign details are stored in one place, helping teams work from accurate and complete data.
Dynamics 365 CRM
Dynamics 365 for FundraisingConnect donors, campaigns and operations in one platform
Strengthen donor relationships, track fundraising activities and run more efficient campaigns with Microsoft Dynamics 365 for fundraising teams.
Overview
Why fundraising organisations need Dynamics 365
Fundraising depends on strong relationships, transparent reporting and consistent communication. Dynamics 365 helps teams centralise donor data and manage campaigns more effectively.
Fundraising organisations face increasing pressure to deliver impactful campaigns, meet compliance requirements and compete for donor attention. Many charities and non-profits still use separate systems for donor records, communication, finance, events and reporting. This creates manual work, duplication and difficulty maintaining accurate supporter information.
Microsoft Dynamics 365 CRM centralises donor, campaign and operational data in one secure platform. It helps automate routine fundraising tasks, improve communication and provide real-time visibility across campaigns and donor engagement. With a single source of truth, teams can deepen supporter relationships, personalise outreach and increase fundraising effectiveness.
Benefits
The benefits that help fundraising teams work smarter
Discover how Dynamics 365 enhances visibility, builds donor trust and supports successful fundraising activity.
Automate communication and routine admin
Automate donation acknowledgements, follow-ups, event reminders, grant application workflows and monthly reports, freeing staff to focus on high-value activities.
Insights that improve campaign performance
Real-time dashboards help teams track donations, engagement, campaign progress and fundraising targets, supporting better planning and decision-making.
Security and compliance for sensitive donor data
Dynamics 365 provides enterprise-grade protection, audit trails and access controls to support GDPR, fundraising regulations and financial compliance.
CRM stats
Why your fundraising business needs a CRM
Data taken from a survey we commissioned in December 2024. Click here to view
0%
of businesses are utilising a CRM
0%
of businesses are planning to invest in AI or automation tools
0%
of businesses say using a CRM contributes to increasing customer retention
Capabilities
How Dynamics 365 empowers fundraising and donor relations teams
Dynamics 365 supports every stage of the donor journey, from discovery and stewardship to campaign delivery and long-term engagement.
The capabilities of Dynamics 365 extend across key areas of fundraising:
01
Donor Relationship Management
Understand donor motivations, track giving patterns and manage communication preferences to build long-term supporter relationships.
Why choose us
Why fundraising teams choose Dynamics 365
Flexible for charities of all sizes
Whether you are a small non-profit, a large charity or a philanthropic foundation, Dynamics 365 adapts to your structure and processes.
Integrates with your existing tools
Dynamics 365 connects with Microsoft 365, Power BI and third-party fundraising, finance or CRM tools via APIs.
Easy for teams to adopt
Its familiar Microsoft interface makes it simple for fundraisers, administrators and volunteers to get up to speed.
Improves donor engagement and retention
Automated journeys and personalised communication help keep donors informed, valued and engaged.
Protects donor and financial data
Enterprise-level security helps charities manage sensitive personal and financial information safely.
Example use cases
Enhance fundraising impact with Dynamics 365 CRM
Optimise your fundraising operations and deepen donor relationships with a tailored CRM solution designed for the unique needs of charities and non-profit organisations.
A national animal welfare charity
- The challenge
- They struggled with fragmented donor data across various systems, making it difficult to understand supporter engagement and tailor communications.
- The approach
- They implemented a centralised system to consolidate all donor interactions, preferences, and giving history in one accessible platform.
- The outcome
- The charity gained a holistic view of each supporter, enabling more personalised outreach and fostering stronger connections.
A medical research foundation
- The challenge
- Managing grant applications and tracking their progress through multiple stages was complex and prone to manual errors.
- The approach
- They adopted a structured workflow to automate grant application submissions, reviews, and compliance checks, ensuring all details were accurately recorded.
- The outcome
- The foundation streamlined its grant management process, improving efficiency and ensuring regulatory adherence for funding allocations.
A community outreach programme
- The challenge
- Coordinating volunteers for various initiatives and communicating effectively about scheduling and task assignments proved challenging.
- The approach
- They implemented a system to manage volunteer profiles, availability, and preferences, along with automated communication for shifts and training.
- The outcome
- The programme achieved better volunteer retention and improved coordination, leading to more successful and impactful community events.
Illustrative, anonymised examples based on typical scenarios in this sector.
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.
Download report
Case studies
How other businesses have benefitted from Dynamics 365
SHI Cryogenics
SHI Cryogenics reduced their product turnaround times from two months to two weeks, whilst increasing their sales and service revenues.
Get started todayLooking at Dynamics 365 CRM beyond fundraising? See the full Dynamics 365 CRM overview for features and how implementation works, compare Dynamics 365 CRM pricing per user, or see how the Customer Engagement applications fit together.
Enquiry form
Transform your fundraising operations with Dynamics 365
Fundraising success depends on clear communication, strong relationships and reliable data. Dynamics 365 brings your operations together so you can grow support and increase impact. To learn more about Dynamics 365 for fundraising organisations, get in touch via this short form.
FAQ
Frequently asked questions
A tailored CRM allows you to track supporter interactions, understand their interests, and segment them for targeted communications, fostering deeper connections. This leads to more meaningful relationships and improved supporter loyalty over time.
Yes, the system enables you to plan, execute, and monitor different fundraising appeals, from individual giving to corporate partnerships, all within a single platform. It helps in tracking campaign performance against objectives and optimising future efforts.
The solution helps generate comprehensive reports on donations, expenditures, and supporter activity, which can be configured to meet specific regulatory requirements. This ensures transparency and simplifies the process of demonstrating compliance to relevant authorities.
It is a unified platform that helps fundraising teams manage donors, campaigns, events, grants and financial reporting in one system.
Yes. It stores complete giving histories and helps teams analyse donor behaviour.
Yes. It integrates with Microsoft tools and external fundraising platforms through APIs.
Yes. Enterprise-grade security and access controls help protect sensitive donor information.
It supports digital, direct mail, events, corporate giving and regular giving campaigns.
Most teams adapt quickly thanks to its intuitive design and familiarity with Microsoft products.
