A single view of donors, volunteers and beneficiaries
Dynamics 365 stores supporter details, donation history, volunteer availability, communication preferences and programme activity in one place.
Dynamics 365 CRM
Dynamics 365 for Non-ProfitsConnect donors, volunteers and operations in one platform
Improve fundraising, strengthen relationships and run more efficient programmes with Microsoft Dynamics 365 for non-profit organisations.
Overview
Why non-profits need Dynamics 365
Non-profits depend on strong relationships, transparent reporting and clear communication. Dynamics 365 helps organisations manage supporters, programmes and operations with confidence.
Non-profit organisations face growing pressure to do more with limited resources. Teams must manage fundraising, volunteer coordination, service delivery, compliance, finance and reporting, often while using separate systems for communication, events, donations and outreach. This leads to duplicated effort, slow workflows and incomplete visibility across the organisation.
Microsoft Dynamics 365 CRM centralises donor records, volunteer information, service activity, finance and reporting in one secure platform. Automation reduces administration and real time insight helps leadership understand impact, performance and supporter engagement. With a connected system, non-profits can improve efficiency, strengthen relationships and support their mission more effectively.
Benefits
The benefits that help non-profit teams work smarter
Explore how Dynamics 365 supports fundraising, outreach and organisational operations.
Automate routine charity and administrative tasks
Automate donation receipts, volunteer reminders, event follow ups, grant workflows, safeguarding documentation and reporting to reduce manual work.
Real time insight for better decision making
Dashboards show fundraising progress, volunteer utilisation, programme performance, supporter trends and budget status to help prioritise activities.
Security and compliance designed for non-profits
Dynamics 365 provides enterprise-grade security and audit trails which help organisations protect sensitive data and meet regulatory obligations.
CRM stats
Why your non-profit organisation needs a CRM
Data is from a recent 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 non-profit organisations
Dynamics 365 supports every area of a non-profit including fundraising, volunteer management, communication, service delivery and governance.
The capabilities of Dynamics 365 extend across core areas of non-profit work:
01
Donor and Supporter Relationship Management
Track interactions, giving history, stewardship activity and communication to build long term supporter relationships.
Why choose us
Why non-profit organisations choose Dynamics 365
Flexible for charities, NGOs and membership organisations
Dynamics 365 adapts to organisations of any size, structure or mission.
Integrates with existing charity and fundraising tools
The platform connects with Microsoft 365, Power BI and external systems such as donation platforms, event systems and finance tools through APIs.
Improves supporter engagement and retention
Personalised communication and automated journeys help organisations build stronger relationships with donors and volunteers.
Supports clear reporting to trustees and funders
Accurate data and real time dashboards help organisations meet governance, grant reporting and transparency requirements.
Protects sensitive supporter and beneficiary data
Role based access and secure data handling support responsible information management.
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 non profit? 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 non-profit operations with Dynamics 365
Non-profits succeed when relationships, data and operations are aligned. Dynamics 365 helps you run your organisation more effectively while focusing on your mission. To learn more about Dynamics 365 for non-profits, get in touch via this short form.
FAQ
Frequently asked questions
It is a unified platform that helps non-profits manage donors, volunteers, programmes, communication and reporting in one place.
Yes. It connects with third party fundraising and donation systems through APIs.
Yes. It scales effectively from small community organisations to large national NGOs.
It can track outcomes, beneficiary activity and programme performance in real time.
Teams usually adapt quickly due to the familiar Microsoft interface and intuitive navigation.
