Empower your Not for Profit with Dynamics 365
ANS offers tailored Dynamics 365 solution to meet the unique needs of Not for Profits, such as donor management, financial operations, and volunteer coordination. We are UK’s trusted Dynamics 365 Partner that expertly implements Dynamics 365 for a range of NFPs and charities across various sectors, such as Mencap and the Together Trust.
Dynamics 365 Key Features for Not for Profit
Supporter Management
Store complete relationship information about your donors, memberships and other supporters in one secure cloud location.
Automated Gift Aid
Quickly capture Gift Aid declarations on your donations and use prebuilt integration to automatically submit your claims to HMRC.
Fundraising Management
In–built functionality to track any type of donation or pledge from end to end.
AI Agents
Automate interactions and simple requests with AI-powered chatbots, freeing up staff hours.
Seamless Integration
Natively connect Dynamics 365 apps, Teams and Outlook and easily integrate third-party solutions too.
Real-time Reporting
Make informed, data-backed decisions in real-time using customisable views, dashboards and visualisations.
Familiar Interface
Maximise user adoption with familiar Microsoft UI for both staff and volunteers.
Centralised data
Centralise data and communications to keep everyone in the loop with the latest info.
Dynamics 365 Benefits for Not for Profit
360° View of Supporters.
We'll unify your data in the cloud, empowering your team to work smarter and faster by using a single source of truth and seamless collaboration across Outlook, Teams and Dynamics 365.
Simplify Processes.
Use ready-made functionality to automate your repetitive tasks, including Gift Aid claims, membership renewals and donor tracking. Save time and effort to focus on making a positive impact.
Improve Communications.
You’ll be able to use centralised data to unlock your fundraising potential with personalised messages to build donor trust and grow lasting relationships.
Protect Your Data.
Your data is managed in the trusted Microsoft cloud to ensure compliance with data protection standards and regulatory requirements.
Trusted Dynamics 365 Partner UK
Dynamics 365 Services for NFPs
Together Trust
ANS returned with a roadmap to get us where we wanted to be. There weren’t any surprises around pricing, and everything was as we’d hoped. We also received access to eLearning and support portal resources that our previous partner didn’t offer.
Trevor Kerr | Head of Digital - Together Trust
Mencap
We completed our move to the cloud during the pandemic, and with ANS’ support, this was completed on schedule. With Dynamics 365 Online, we’ve seen better stability in our integrations and application performance. It’s reduced our IT burden by removing our servers as a potential point of failure. I have better peace of mind because there isn’t the same fear that a local server could fail, which would prevent people from accessing their system. It’s also allowed us to reduce our time spent on maintenance checks because much of this work is done in the cloud by Microsoft.
Gordon Pearson | IT Business Relationship Manager - Mencap
You’re in great company with ANS.
Why ANS is Your Ideal Dynamics 365 Partner?
Microsoft Inner Circle Award 2024-2025
We've been awarded the 2024-2025 Microsoft Inner Circle Award for the eighth consecutive year, recognizing our consistent delivery of innovative solutions, exceptional services, and unparalleled value.
Unrivalled Microsoft Expertise
We've delivered Dynamics 365 CRM to hundreds of companies across diverse industries and sizes. With over 20 years of expertise, we create customised solutions for businesses.
Fast Deployment
Our CORE methodology preconfigures Dynamics 365 to 80% industry best practices, enabling fast, cost-effective installations with room for customisation.
Dynamics 365 Managed Support Services
From basic plans to our Centre of Excellence service, we offer everything from routine maintenance to in-depth training and bespoke solutions.
Our Microsoft Accreditations
Looking for Grant Management?
Easily add grant-seeking and grant-disbursement capabilities by using our grant management solution for end-to-end lifecycle management of your funding programmes.
FAQs - Dynamics 365 for Not for Profit
Is Dynamics right for my organisation?
Our charity CRM solution supports any size charity or non-profit organisation in driving digital transformation to increase scale and impact.
Wherever you are in your digital journey, Charity Hub from ANS is here to help you save time, reduce costs and bridge any gaps in Dynamics 365 functionality.
How do we import our data?
Our product is easy to configure yourself, but our experts are on hand to help you import data from Excel, including contacts, accounts and donations.
How customisable is this CRM?
Our product is a highly customisable, future-proof CRM for any charity and non-profit organisation because the application is built with scalable technology on the Microsoft Power Platform. You can customise any aspect, and extra functionality and processes can be configured anytime.
Does Dynamics 365 not for profit integrate with Microsoft and other third-party apps?
Yes it natively connect Dynamics 365 apps, Teams and Outlook and easily integrate other solutions, including your website, marketing automation and accounting software.
Does Dynamics 365 for not for profit provide real-time reporting and insights?
Yes, Dynamics 365 for not for profit provides real-time reporting and insights through customisable views, dashboards, and visualisations.
Is all supporter information securely stored in one place, and can you access it without switching between different apps?
Yes it does store complete relationship information about your donors, memberships and other supporters in one secure cloud location, so there’s no need to switch between apps.
Is Dynamics 365 CRM can be used only for donors and fundraising?
Dynamics 365 CRM for not for profit is much more than just fundraising and donation management. The application also includes out-of-the-box membership features, and it can be easily adapted to track any kind of data or process relevant to your organisation.
Further out-of-the-box functionality can be quickly added using our grant management application or by connecting role-based Dynamics 365 modules, including Sales, Marketing or Customer Service for integrated case management.
What fundraising features does Dynamics 365 for not for profit offer?
It has in–built functionality to track any type of donation or pledge.
How are Gift Aid declarations handled?
Quickly capture Gift Aid declarations on your donations and use prebuilt integration to automatically submit your claims to HMRC.
How will ANS support us?
Once your Dynamics 365 deployment is complete, through our managed services, we will assist with any questions and help everyone increase its value.
As your organisation evolves, we will work with you to ensure that any necessary changes are made promptly, including configuring new features.
Looking for a Dynamics 365 Partner?
ANS is UK’s leading Dynamics 365 partner, providing end-to-end services, including implementation, upgrades, consultancy, and support. Wherever you are in your Dynamics journey, we’re here to help.