Dynamics 365 for Charities and NFPs

Dynamics 365 for charities and not for profits

We deliver high-performing CRM solutions with Dynamics 365 for charities and not-for-profit organisations, helping you use technology to achieve your mission.

Delight your supporters with Dynamics 365

Microsoft Dynamics 365 is a leading CRM platform in the charity and not-for-profit sectors. It’s fully customisable, scalable, simple to integrate, and receives regular feature updates.

As one of the most experienced Dynamics 365 Partners in the not-for-profit space, we focus on delivering tailored CRM development and consultancy services for charities and NFPs, helping you achieve your objectives through Dynamics 365.

Ready to do more with Dynamics and deliver a superb experience for your supporters? Let’s get started.

Case study

Building a bespoke animal management system

Discover how we used Dynamics 365 to build a bespoke Donkey Management System for The Donkey Sanctuary, one of the world’s largest equine charities.

How we can help

Dynamics 365 for charities and not-for-profits

We provide end-to-end Dynamics 365 services for charities and NFPs across:

  • Planning
  • Discovery
  • Implementation
  • Support

No matter where you are in your CRM journey, we’re here to help.

Dynamics 365 for nonprofits

Why Dynamics 365?

Dynamics 365 offers many benefits to nonprofits, providing complete flexibility so you can shape the platform to truly make it yours:

  • Customisation: Tailor your CRM system to your specific workflows and requirements, without being constrained by technology
  • Data management: Unify and analyse your data from various systems, using Microsoft Fabric and Power BI
  • Integration: Use Power Platform connectors to seamlessly integrate your data across internal and third-party systems
  • Automation & processes: Leverage powerful automation capabilities to reduce manual tasks, improve productivity and free up time
  • Security & governance: Use Microsoft’s enterprise security and governance capabilities to safeguard your data and ensure compliance

Benefits of our Dynamics 365 services

Our experience with UK charities and not-for-profits has given us unrivalled insight into the sector’s common challenges and solutions. This expertise enables us to empower nonprofits with tailored Dynamics 365 CRM systems, so you can manage supporter relationships, streamline operations, and amplify your mission.

Customisation

Dynamics 365 offers complete customisation to meet your unique needs. To avoid unnecessary development, we suggest utilising our Dynamics 365 charity solution, Evo 365, which comes with pre-built modules for charities and NFPs, and can be further tailored to your specific requirements.

Workflow automation

Charities require unique workflows within Dynamics 365. We’ll help enhance Dynamics for your users, using Microsoft Power Automate and Power Apps to create custom automated workflows to improve user efficiency and productivity.

Integration

The Microsoft Dataverse provides a unified data schema that simplifies the integration of apps and services. As a result, Dynamics 365 and Microsoft 365 work together, while we can use the Power Platform and custom development to integrate your CRM with any of your third party data sources.

Custom reporting

Dynamics 365 offers powerful reporting and analytics features. We help you leverage functionalities like pre-built reports, custom dashboards, and Power BI to simplify data analysis for non-technical users and help inform decision-making.

Marketing automation

Dynamics 365 can enhance your marketing campaigns. We can help you use the ClickDimensions marketing automation platform, which is integrated with Dynamics 365, to connect with supporters and target your desired audiences effectively.

Cost management and system optimisation

Many charities waste precious money on unused functionality, storage and licensing. We’ll help you optimise your costs, enabling you to maximise your ROI.

  • Customisation

    Dynamics 365 offers complete customisation to meet your unique needs. To avoid unnecessary development, we suggest utilising our Dynamics 365 charity solution, Evo 365, which comes with pre-built modules for charities and NFPs, and can be further tailored to your specific requirements.

  • Workflow automation

    Charities require unique workflows within Dynamics 365. We’ll help enhance Dynamics for your users, using Microsoft Power Automate and Power Apps to create custom automated workflows to improve user efficiency and productivity.

  • Integration

    The Microsoft Dataverse provides a unified data schema that simplifies the integration of apps and services. As a result, Dynamics 365 and Microsoft 365 work together, while we can use the Power Platform and custom development to integrate your CRM with any of your third party data sources.

  • Custom reporting

    Dynamics 365 offers powerful reporting and analytics features. We help you leverage functionalities like pre-built reports, custom dashboards, and Power BI to simplify data analysis for non-technical users and help inform decision-making.

  • Marketing automation

    Dynamics 365 can enhance your marketing campaigns. We can help you use the ClickDimensions marketing automation platform, which is integrated with Dynamics 365, to connect with supporters and target your desired audiences effectively.

  • Cost management and system optimisation

    Many charities waste precious money on unused functionality, storage and licensing. We’ll help you optimise your costs, enabling you to maximise your ROI.

Charity CRM for Dynamics 365

Evolve with Evo 365

Evo 365 is our Dynamics 365 accelerator. It empowers charities and nonprofits to harness the potential of Microsoft Dynamics 365 and evolve over time, while reducing the need for costly custom development.

Built on Dynamics 365 natively, Evo 365 provides essential features in Dynamics 365, like donation and membership management, Direct Debit, Gift Aid integration, and much more.

Evo 365 delivers immediate value, enabling you to focus on your mission while saving on development expenses.

Related services

Why Chorus

Experts in the nonprofit sector

We’re one of the most established UK Dynamics 365 partners for charities and nonprofits. As a full-service Microsoft Partner, we have deep expertise across the Microsoft technology ecosystem. We can leverage Dynamics 365 alongside Microsoft’s other major clouds, Microsoft Azure and Microsoft 365, to help charities and nonprofits achieve true digital transformations with Microsoft technology.

Companies we work with

  • Fairtrade Foundation
  • Horseworld
  • St. Peter's Hospice
  • The Disabilities Trust
  • The Donkey Sanctuary
  • World Animal Protection
  • Ripple Effect

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