Dynamics 365 for
Nonprofits & Charities.
Transform fundraising, supporter engagement, membership, volunteer management and operational processes with Microsoft Dynamics 365, Power Platform and Azure.
A connected view of supporters, donors, members and volunteers
MS Dynamics Consulting helps UK charities and nonprofit organisations design, implement, integrate and optimise Microsoft business solutions that provide a connected view of supporters, donors, members, volunteers, beneficiaries and organisational operations. Whether you are replacing a legacy CRM, modernising an existing Dynamics 365 environment, improving fundraising operations or connecting multiple systems, we help you build a secure and scalable platform around the way your organisation works.
Dynamics 365 solutions for nonprofits
We help organisations use Microsoft technology to create a connected ecosystem across every part of the organisation.
Fundraising & Donor Management
Donor and supporter profiles, donation management, recurring donations, pledges, appeals, Gift Aid-related processes and fundraising reporting.
Membership Management
New member registration, membership types and tiers, renewals, recurring subscriptions, payments and self-service portals.
Volunteer Management
Registration, onboarding, skills, availability, assignments, training, certifications and volunteer engagement reporting.
Programme & Beneficiary Management
Beneficiary records, programme enrolment, referrals, case management, service delivery, assessments and outcomes.
Grant & Funding Management
Applications, eligibility assessment, review and approval workflows, funding decisions, milestones and compliance tracking.
Supporter Engagement
Segmentation, email campaigns, engagement journeys, preference management and personalised communications powered by Customer Insights.
Customer Service
Case management, email and phone channels, knowledge management, queues, routing, SLAs and self-service.
Events & Campaigns
Event registration, attendee management, invitations, event payments, volunteer allocation and campaign performance.
Payments & Donations
One-off and recurring donations, membership and event payments, Direct Debit, BACS, card payments and reconciliation.
Power Platform, Azure & AI for nonprofits
Dynamics 365 provides the CRM foundation, while Power Platform and Azure extend the platform across the organisation and enable more advanced integration and automation.
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Power Apps & Power Automate — tailored applications and automated workflows for volunteer, grant and programme processes.
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Power Pages — secure external portals for volunteers, members, donors and grant applicants.
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Power BI — dashboards covering fundraising, membership, volunteer activity and programme outcomes.
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Azure & AI — integration, data processing and Copilot-enabled assistants for staff and supporters.
A connected platform for your organisation
Rather than implementing separate systems for every department, Dynamics 365 and Power Platform provide a connected technology foundation.
Supporters
Dynamics 365 → Profile → Engagement → Donations → Communications
Members
Dynamics 365 → Membership → Payments → Events → Communications
Volunteers
Power Pages → Registration → Profile → Availability → Assignments
Programmes
Dynamics 365 → Beneficiaries → Cases → Activities → Outcomes
Management
Power BI → Fundraising → Membership → Volunteers → Insight
Dynamics 365 implementation for nonprofits
We provide end-to-end Dynamics 365 implementation services tailored to nonprofit organisations.
Discovery
Understand your organisation, stakeholders, processes and objectives.
Requirements
Document functional and technical requirements and process improvements.
Solution Architecture
Design the Dynamics 365, Dataverse, Power Platform and Azure architecture.
Configuration & Development
Configure standard functionality and develop targeted extensions.
Integration
Connect Dynamics 365 with finance, payment, membership and website systems.
Data Migration
Clean, transform and migrate existing data.
Testing
Functional, integration, regression and user acceptance testing.
Training
Enable users and administrators to work effectively with the platform.
Deployment
Controlled deployment through development, test/UAT and production.
Support & Optimisation
Ongoing support and continuous platform improvement.
Why choose MS Dynamics Consulting?
Microsoft Dynamics 365 expertise
We specialise in Dynamics 365, Dataverse, Power Platform and Azure.
Nonprofit experience
Nonprofit, charity, membership, fundraising, payment and volunteer-focused solutions.
Engineering-led consultancy
Functional consulting combined with hands-on technical architecture and development.
Integration expertise
Connecting Dynamics 365 with payment platforms, websites, finance and ecommerce systems.
AI & modern technology
Practical applications of Copilot, AI agents, Azure OpenAI and intelligent search.
UK-based consultancy
Consulting, implementation, development, integration and ongoing support.
Explore related Dynamics 365 services
Combine industry expertise with our core Dynamics 365 services.
Frequently Asked Questions
Ready to simplify your operations?
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