Unlock Microsoft Dynamics 365’s full potential with the right partner. ForGood.Tech brings you 20+ years’ Microsoft expertise with 100% non-profit focus to do just that. Partial VAT, Gift Aid challenges, reserve funds? We get it. SORP changes or Charity Commission updates? We’re on it. The bonus? Everything we do benefits your sector.
With Microsoft as your platform, changing partners is simple. Enjoy a pain-free and seamless partnership transfer that avoids complex data migration or re-implementation. Transform your ways of working, integrate business-critical systems, improve reporting, and be poised to take advantage of new technologies like AI with our step-by-step process. Let’s get started!
STEP 1
You’ll get a dedicated Customer Success Manager (CSM) as a constant point of contact. Regular meetings help us understand your current Microsoft use, and identify inefficiencies, duplication, and opportunities to get more out of the system you’re already paying for.
STEP 2
Once you’ve given us the go-ahead, we transfer your Microsoft licences and become your official partner of record. SaaS users simply accept a link — no data migration nightmares. If on-premise, we handle all the paperwork for you.
STEP 3
A thorough review of your existing customisations and configurations — fund accounting, VAT management, and other charity-specific solutions — ensures that everyone, from our development team to the service desk, understands your unique setup from day one.
STEP 4
Next up: your processes. We’ll eliminate manual workarounds, unlock underused features you’re already paying for, and spot risks before you do. As we go, you’ll get sector-specific tips to maximise your system immediately. Clients often learn more in this one review than in hours of training.
STEP 5
After the review, you’ll receive a report with our findings: where you are now, and opportunities to get more from your investment in Dynamics. These range from a day of training to bring staff up to speed on existing features, to advising on future integrations, like a CRM system.
STEP 6
As well as your dedicated CSM, reach out to our service desk that handles non-profit queries day in, day out — grants, VAT, purchase orders. No lengthy explanations needed. Phone, chat, email support with transparent tracking through a self-service portal and monthly SLA performance reporting.
STEP 7
Choose ForGood.Tech and become part of our non-profits community. Connect with fellow charities at our exclusive events and webinars to discuss system use and share challenges. Shape future development by adding and voting on features you need in our non-profits ideas platform.
“We wanted a partner who could help SU continue its digital transformation, incorporating more of our mission critical systems and helping us to reduce the risk of legacy systems. "
"ForGood.Tech were the obvious choice as a partner who is focussed on the charity and nonprofit sector, their credibility in the sector was confirmed by recommendations from similar organisations, and for their comprehensive, integrated solutions that align with our long-term needs."
“ForGood.Tech are truly on a journey with In Kind Direct and they help us make the most of our systems. It is a mutually beneficial partnership.”
Speak to a Microsoft partner who understands your language. Unlock the full potential of Dynamics 365.
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Tailored for charities and non-profits
Turn fragmented fundraising into a connected, income-growing system. From identifying unclaimed Gift Aid to a 360° view of all contacts, this is your secure, integrated fundraising-to-finance platform.
Tailored for charities and non-profits
Replace spreadsheet chaos and clunky legacy tools with a finance system that works the way non-profits do. Get real-time reporting, automated fund accounting, and full audit trails from day one.
3 Minute Read
Their previous partner had merged with a large London firm whose market outlook is not focused on the non-profit market so it made sense to In Kind Direct to look for a match in values elsewhere.
3 Minute Read
Their previous partner had merged with a large London firm whose market outlook is not focused on the non-profit market so it made sense to In Kind Direct to look for a match in values elsewhere.
4 Minute Read
The challenges of working with the system were clear – the finance team were too focused with admin tasks, leaving no time for strategic financial analysis to support decision-making and add value to the charity.
5 Minute Read
After a successful tender process, ForGood.Tech were invited to contract with Scripture Union (SU) to deliver the new CRM system using Microsoft Dynamics 365 and ForGood.Tech’s …
Get the best Microsoft Dynamics 365 solution for your non-profit with our train-first approach. You’ll discover Dynamics’ out-of-the-box potential, leaving behind the stress of spreadsheets and costly customisation. Get what you need today, then add more as you need it, for a smart, intuitive solution that works the way you do.
Enjoy expert, world-class, ISO 9001 and 27001-certified Microsoft Dynamics support for your charity delivered by non-profit specialists. At ForGood.Tech we speak your language — you won’t waste time explaining Gift Aid issues or fund accounting challenges, we get it.
