Bring supporter data into one place, automate Gift Aid, and gain clear, trusted insight into your fundraising — all on Microsoft Dynamics. Get up and running in weeks with a proven, fundraising‑led foundation that delivers immediate value and evolves with your organisation over time.
Moving fundraising onto Dynamics doesn’t have to mean committing to a large, complex programme from day one. Whether you’re ready for a full implementation or looking for a more controlled way to get started there is now a clearer path forward.
THE REALITY
For some organisations, a full CRM implementation makes complete sense. They have complex processes, multiple teams or departments and clearly defined long-term requirements.
For others, the challenge isn’t whether to improve systems, it’s how to do it without taking on too much at once.
What we see most often:
GETTING STARTED
The most effective approach is to match the starting point to your current needs: deliver meaningful outcomes first, keep scope controlled and build confidence before expanding.
What this enables:
SOLUTION
A controlled, practical way to get started on Dynamics. The Fundraising Accelerator is a pre-defined, best practice configuration of Dynamics 365, designed to deliver core fundraising outcomes quickly.
What makes this approach effective:
Bring all supporter data into one place, giving your team a clear, shared view of relationships and activity.
Understand who is giving, how they give, and how income builds over time — without manual consolidation.
Manage recurring income more reliably, with better visibility of active and lapsed commitments.
Reduce manual work and increase confidence in what can be claimed, helping you maximise eligible income.
See what’s working and where income is coming from, without piecing together multiple reports.
Keep track of fundraising activity and involvement in one place, making events easier to manage and review.
Bring external fundraising activity into your core system automatically, reducing admin and improving accuracy.
Access clear, real time insight into fundraising performance without relying on spreadsheets.
Yes – one of the biggest early changes is moving from scattered spreadsheets and disconnected tools to a single, joined‑up view of supporters and fundraising activity. This gives your team a shared, reliable source of truth to work from day‑to‑day.
Typically, yes. By bringing data and processes into one system, organisations reduce the need for manual reconciliation, duplicate data entry, and workarounds – freeing up time for actual fundraising activity.
Yes – Gift Aid becomes more structured and consistent. Instead of relying on manual checks and processes, teams gain clearer visibility of eligibility and claims, helping ensure income is captured more reliably.
Yes – early improvements usually include better visibility of income, campaigns, and supporter activity. Instead of pulling information together from multiple sources, you can see what’s happening as it happens.
That’s one of the biggest benefits. With cleaner, more consistent data in one place, reporting becomes something leadership can trust — without needing to double‑check numbers or rely on manual validation.
You might be surprised how much meaningful fundraising capability you can get from a proven, pre‑configured starting point.
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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.
Tailored for charities and non-profits
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.
