Working with charities
We moved Shelter from a 2016 SharePoint intranet to modern SharePoint, mostly out of the box, with retention labels and policies to keep content governed.
Grant and donor management
Dynamics 365 set up for fundraising teams.
We implement Dynamics 365 for nonprofits so donor records, campaigns, gifts and grants sit in one place. Your team gets a clear view of donations and cash flow and spends less time pulling spreadsheets together.
What we do
Dynamics 365 for donors, grants and campaigns.
Customer Insights, Fundraising and Engagement and Sales Enterprise each cover part of what a fundraising team does. We pick the modules that fit your organisation and your budget, and we can help you check whether you meet the criteria for Microsoft's nonprofit grants and discounts.
Dynamics 365
The CRM and ERP platform behind our grant and donor management work.
Dynamics marketing
Segmented, automated campaigns that reach donors through the right channel at the right time.
Dynamics sales
Donors, opportunities, recurring gifts and events managed in one system.
Customer Voice
Surveys to gather feedback from donors, volunteers and programme participants.
Power BI
Dashboards to see which campaigns perform and measure impact.
Dynamics managed service
Ongoing support and changes once your system is live.
20+ years
of Microsoft experience behind the business, from our founder
3 offices
in Stirling, Manchester and London
1 working day
to respond to your enquiry
How we work
How a grant and donor management project runs.
01
Discovery
We look at how you record donors, gifts, grants and campaigns today and agree which Dynamics 365 modules you need.
02
Design
Constituent profiles, segments, campaign sequences and reports designed around the way your fundraising team works.
03
Build
We configure Dynamics 365, bring across your donor data and set up payment processing, dashboards and integrations such as LinkedIn Sales Navigator.
04
Train
Training for fundraisers, marketing and finance staff on the parts of the system they use.
05
Go live
We launch with your team and stay on hand while the first campaigns run through the new system.
Case studies
Case studies we have delivered.
Read the Shelter case study
Microsoft 365 for a hybrid charity team
Praxis, a charity supporting migrants and refugees, moved from a file server to Teams and SharePoint with a Team per business function and simpler permissions for a hybrid workforce.
FAQ
Frequently asked questions.
Which Dynamics 365 modules are used for fundraising?
Customer Insights for unified donor experiences across marketing and fundraising, Fundraising and Engagement for nonprofit specific needs, and Sales Enterprise for donors, opportunities, recurring gifts, events and payment processing.
Can Dynamics 365 predict which donors are likely to give?
Yes. Using your existing data, it can assign each contact a likelihood status representing their readiness to donate, which helps with planning.
Are there discounts for charities?
Microsoft offers nonprofit grants and discounts on Dynamics 365, Microsoft 365 and Azure for registered charities that meet its criteria. We can help you check whether you qualify.
Can we segment our donor database?
Yes. You can segment on households, preferences, affiliations and other data, then run personalised campaigns to each segment.
Talk to our Dynamics team.
Tell us what you are working on and we will come back to you within one working day to arrange a call.