Microsoft Dynamics 365 CRM — Built for Non-Profits
Get fundraising tools, Gift Aid automation, real-time insights, campaign and supporter management — in one secure, integrated system. And spreadsheets? Wave them goodbye.
Non-Profits Powered by Microsoft Dynamics 365 CRM with ForGood.Tech
Supercharge Your CRM with AI-Powered Dynamics 365
See how AI transforms your Microsoft Dynamics 365 CRM into an intelligent, proactive platform that amplifies your mission. Automate routine donor tasks, unlock predictive insights about supporter behaviour, and personalise engagement experiences at scale. Empower your teams to work more efficiently, make smarter decisions about fundraising strategies, and build stronger, data-driven relationships with your supporters and beneficiaries.
What’s in the Box? Choose Your Dynamics 365 CRM Mix
SALES
Nurture High Value Partners
Popular with non-profits for managing high-value partner revenue. Identify opportunities, nurture relationships through tracked interactions, and make the most of easy integrations with AI functionality.
CUSTOMER INSIGHTS
Engage Your Communities
Turn insights into action with content analytics driving marketing automation and personalisation. From requests for support to thank yous, communities receive the right messages at the right time, growing mission awareness.
CUSTOMER SERVICE
Go Above and Beyond for Your Beneficiaries
Effective beneficiary communication with self-service options and virtual agents that draw on your own SLAs, knowledge articles, and entitlements. Complete caller history tracking, satisfaction scores, and multi-channel support including WhatsApp, Facebook, and VOIP routing.
Your Single Source of Truth from Fundraising to Finance in One Secure, Integrated System
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Maximising Community & Direct Fundraising
Manage all donation types with predictive analytics for deeper relationships. Secure offline access across teams, seamlessly integrated with Microsoft’s ecosystem for maximum efficiency.
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End-to-End Campaign & Event Management
All-in-one campaign control with real-time tracking and automated follow-up journeys. Built-in impact reporting and smart segmentation using live data — scalable to millions.
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Donor & Beneficiary Management
Major donor management with personalised communications and corporate partnership tools. Handle solicitation, account management, and charity partnerships — all filtered for strategic, personal engagement.
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Smooth, Compliant Volunteer & Member Management
Get volunteers and members up and running fast with guided onboarding. Automate certifications tracking, background checks, and policy distribution. Use ForGood.Tech’s offline-accessible apps and portals for easy communication, availability updates, and expenses payments.
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Stress-Free Donation, Income & Gift Aid Processing
Complete Gift Aid automation with HMRC integration, smart donation tracking with automated triggers, and streamlined processing that includes scan-and-code batches and POS round-up donations.
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Comprehensive 360° Stakeholder Management
- Finally, a 360° view of all your data and interactions — donors, beneficiaries, volunteers, and members — in one secure database
- Reporting on all data at your fingertips. Bring together all your legacy data from spreadsheets and older systems
- Stay GDPR and ISO compliant with watertight data ownership and access controls for high profile contacts
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Future-Proofed Fundraising Management
- Track everything. From first donation to events to legacies. Get customisable dashboards to report on impact in a click
- No more legacy systems. Manage your campaigns, events, mailouts in one secure place. Easily add features as you scale at non-profit prices
- Make the most of complex branching and logic. Segment by unclaimed Gift Aid and personalise messages with the amount your non-profit will gain
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Seamless Integrations & Gift Aid Processing
- Forget clunky workarounds. Enjoy easy integrations with over 200 giving platforms, including JustGiving, GoDonate, DONOR, and multiple payment types, from Stripe to GoCardless
- Enhanced, two-way data flow with Business Central — fund type, project, event — gives you full reconciliation and reporting in secure, scalable Microsoft cloud ecosystem
- HMRC integration for automated Gift Aid declaration lets you capture, track, and claim across all channels. So you can maximise your tax-efficient giving revenue with zero hassle.
FAQs
How is Dynamics 365 adapted for charities and non-profits?
A.
ForGood.Tech configures Dynamics 365 with non-profit-focused modules covering fundraising, membership, volunteering, case management, and supporter engagement. This ensures the platform reflects sector-specific processes rather than generic sales and marketing workflows.
Can Dynamics 365 help us manage fundraising campaigns and donors?
A.
Yes. Dynamics 365 enables you to segment supporters, manage multi-channel campaigns, track pledges and donations, and report on donor engagement. ForGood.Tech enhances this with pre-built fundraising dashboards and Gift Aid support.
Does Dynamics 365 integrate with online giving platforms like JustGiving?
A.
Yes. Dynamics 365 has open APIs, and ForGood.Tech provides ready-made connectors to popular donation platforms like JustGiving, Enthuse, and CAF. This ensures online donations flow directly into your CRM without manual entry.
How does Dynamics 365 support membership organisations?
A.
Dynamics 365 can manage member onboarding, renewals, subscriptions, and benefits. ForGood.Tech offers a membership management module that automates reminders, payments, and reporting on retention and growth.
Can Dynamics 365 help us manage volunteers?
A.
Yes. Dynamics 365 allows you to store volunteer profiles, availability, skills, and assignments. ForGood.Tech has built volunteer scheduling and engagement features, ensuring better alignment of volunteers with organisational needs.
Does Dynamics 365 support grant and impact reporting?
A.
Yes. Dynamics 365 can track grant applications, funding cycles, and outcomes. ForGood.Tech adds sector reporting templates, enabling charities to evidence impact to funders and trustees quickly and accurately.
Is Dynamics 365 suitable for supporter journeys and engagement tracking?
A.
Absolutely. With Dynamics 365 Customer Insights and ForGood.Tech’s supporter engagement models, you can design automated supporter journeys, personalise communications, and measure engagement across email, social, and events.
Can Dynamics 365 integrate with our finance system?
A.
Yes. ForGood.Tech specialises in linking Dynamics 365 CRM with Business Central and other finance systems, enabling seamless reconciliation of donations, memberships, and grants with financial records.
Is Dynamics 365 scalable for both small and large charities?
A.
Yes. Dynamics 365 suits small charities starting with donor management as well as large multi-faceted non-profits needing enterprise-grade CRM. You can start small and expand modules over time.
Non-Profit-Driven Integrations You’ll Love
Productivity tools. Payment providers. Online giving platforms. Our 100% non-profit focus means we know the integrations you need — whether to find unclaimed Gift Aid or track how a supporter’s sponsored run 5 years ago led to a monthly donation from a friend.
Discover the Features of Dynamics 365 CRM for Non-Profits & Charities
Filter modules
MS D365 Business Central
Automated Accruals ForGood
Do away with manual journal entries by automatically generating monthly accruals from service-based purchase orders, maintaining compliance through workflows — including irrecoverable VAT calculations — for accurate month-end accounting.
More details on this moduleMS D365 Business Central
Budget Controls ForGood
Say farewell to weeks-long approval delays with self-service purchase orders and mobile workflows. Simplified coding for non-finance users, complete audit trails, and visible commitment accounting to prevent over-allocation while ensuring donor fund compliance.
More details on this moduleMS D365 Business Central
Budget Management ForGood
No more finance bottlenecks. Get secure budget access for all department heads — collaborative budget creation, mobile tracking, and auditable approvals that ditch spreadsheets and slash consolidation time across your entire organisation.
More details on this moduleMS D365 CRM Platform
Customer Insights Advanced Pack ForGood
Boost retention and cut duplication, costs, and time with communications prioritised by supporter segment. Improve efficiency with export-ready files for mailing houses, and return codes that pre-populate donor and campaign details in your CRM.
More details on this moduleMS D365 Business Central
Enhanced Consolidation ForGood
Replace multi-entity spreadsheet chaos with automated consolidation across trading arms and subsidiaries. Get real-time budget vs actuals and banish manual reporting nightmares while transforming complex processes into streamlined decision-making.
More details on this moduleMS D365 Business Central
Fund Accounting ForGood
Ditch spreadsheets by transforming manual fund management into an automated single source of truth with 3-click fund reallocation, comprehensive reporting, and compliant audit trails.
More details on this moduleMS D365 CRM Platform
Fundraising ForGood
Unlock ££ thousands in unclaimed Gift Aid through direct HMRC integration. Boost funds with 360° supporter visibility, automated income processing, and integrated campaign management that ends spreadsheet chaos.
More details on this moduleMS D365 CRM Platform
Grant Management ForGood: Grant Giving
Accelerate grant-giving from application to impact reporting with automated workflows, financial tracking, and self-service portals while ensuring transparency through built-in version control and eligibility checks.
More details on this moduleMS D365 CRM Platform
Grant Management ForGood: Grant Receiving
Gain full visibility of grant pipelines from opportunity identification to outcome tracking, managing applications, stakeholders, and financial planning in one integrated system with automated reporting.
More details on this moduleMS D365 CRM Platform
Membership Management ForGood
Cut admin and boost retention by automating membership lifecycle management with integrated payments, personalised communications, and stress-free professional body governance with built-in audit trails.
More details on this moduleMS D365 Business Central
Non-Profit VAT Compliance ForGood
Wave goodbye to weeks of manual work by automating complex charity VAT scenarios to enable fast MTD-compliant returns, and employing year-end true-up functionality that applies revised percentages in an instant.
More details on this moduleMS D365 CRM Platform
Order Management ForGood
Gain a complete 360° supporter view by integrating ecommerce orders into your CRM. Maximise Gift Aid claims and stay VAT-compliant with automated processing of mixed baskets (products, top-up donations, subscriptions).
More details on this moduleMS D365 Business Central
Rent and Property Management ForGood
Consolidate rental income with automated funding agreements, track compliance through comprehensive property databases, and break down finance and property team silos with single-system visibility and seamless Business Central integration.
More details on this moduleMS D365 Business Central
Supplier Fraud Prevention ForGood
Prevent fraud and demonstrate responsible financial management through effective supplier processes — automatic blocking, approval workflows, dormancy controls, and comprehensive audit trails with instant access for stakeholders.
More details on this moduleMS D365 CRM Platform
Volunteer Management ForGood
Streamline volunteer onboarding with flexible workflows and self-service portals. Manage skills, accreditations, and compliance through automated reminders and dashboards while reducing your admin burden.
More details on this moduleFind Out More
Discover how we build your Microsoft Dynamics 365 CRM to create a single source of truth for your non-profit or charity.
Get in touch
“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. We selected D365 and ForGood.Tech based on the broad capability it could offer SU as we continued to adopt new digital ways of working.”
"One of our biggest time savers is being able to run our Management accounts and Trustees’ papers directly from Business Central rather than having to manually create these in Excel each month with a plethora of complex formulae."
“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.”
"As the East Anglian Air Ambulance (EAAA) has now formally gone live with Business Central and with just over a month of using the system, I wanted to take the opportunity to send you a note to personally thank ForGood.Tech and the project team. I know that we're is in great hands with ForGood.Tech and I personally would happily recommend both the ForGood.Tech and Business Central to anyone looking for a new finance system."
I Didn’t Know It Could Do That!
You’ll be surprised how much you can do out of the box with ForGood.Tech’s non-profit-focused Dynamics 365 CRM.
We’ll guide you through the functionality step by step so you only invest in what you need. The bonus? You can easily add new functionality to these strong foundations whenever you need it.
Explore More Technology to Boost Your Non-Profit
Tailored for charities and non-profits
Dynamics 365 Business Central
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.
Tailored for charities and non-profits
ForGood.Tech & Partner Modules
Ready-to-go modules integrate seamlessly into Dynamics 365 for your specific needs. From partial VAT recovery to real-time reporting to streamlined grant management.
