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Donation Solution

for Microsoft Dynamics 365 Finance & Supply Chain Management

Manage Donations Efficiently—Integrated, Automated, and Transparent

Donation Solution extends Microsoft Dynamics 365 Finance & Supply Chain Management with an automated process for managing donations. Donations from different sources are consolidated and processed centrally, matched against existing donor records, and linked to the relevant projects and financial processes. This reduces the manual coordination required between donation management, project teams, and accounting. At the same time, it creates a shared data foundation that makes donations and their project-related processing fully traceable.

Processing different file and data:

Common file formats used by payment providers, such as CSV, XML, Excel (XLSX), and JSON, as well as different date and number formats, are supported and processed within a single solution.

Consistent data foundation:

Linking donations, donors, projects, and accounting creates a consistent data foundation for project management, financial processes, and reporting.

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More Efficient Processes with Measurable Added Value

Efficiency through automation

Recurring steps in donation processing are
automated, reducing the need for manual
coordination.

Better data quality through master data matching

Donor data is matched against existing master
data, supplemented where necessary, or created as a new record. Duplicate records are consolidated.

Project linkage throughout financial processes

Donations are linked to the relevant projects,
and this project reference is retained throughout subsequent financial processing.

Seamless integration with
Microsoft Dynamics 365

Donation Solution is integrated directly into Microsoft Dynamics 365, allowing donations to be processed within the existing system environment.

What is the Donation Solution for Microsoft Dynamics 365 Finance & Supply Chain Management?

The Donation Solution extends Microsoft Dynamics 365 Finance & Supply Chain Management with an integrated process for managing donations. It consolidates donation data from different sources, matches donations to existing donor records, links them to projects, and integrates the resulting transactions into financial processes.

The Difference an Integrated Donation Solution Makes

Discover how integrated donation processing transforms fragmented, manual workflows into a more efficient, transparent, and controlled process.

Without a donation solution

Donation information can come from many different sources, each of which has its own:

Payment provider
File format
Date format
Number format
Payment cycle
Donor information
Identification method

The organization must then consolidate this information, identify donors, determine the appropriate bank account, reconcile payments, allocate donations, and ensure that the resulting financial data is accurately mapped in Microsoft Dynamics 365 Finance & Supply Chain Management. This means more manual work and increases the risk of discrepancies and duplicate entries.

With an integrated donation solution

The process is seamlessly integrated into Microsoft Dynamics 365 Finance & Supply Chain Management:

An integrated process
Multiple donation sources
Controlled financial processing
Greater transparency
Less manual work

This allows the organization to transition from fragmented donation processing to a single, integrated, and controlled process. Financial transparency A donation is more than just a payment. For an NGO, it can be linked to a donor relationship, a fundraising campaign, a specific project, a financial restriction, a future commitment, or an in-kind donation.

An Overview of the Key Features of Donation Solution

Discover the key features that link funding sources, donor data, projects, and financial processes in a single, integrated solution.

Discuss technical requirements

Reduce manual effort, speed up workflows, and create greater transparency in your processes. This will free up valuable time for your core business.

Would you like to optimize your donation processing, consolidate data from various sources, or improve the link between donors, projects, and accounting? Together, we’ll explore how the everware Donation Solution can be integrated into your existing processes and help reduce manual effort while improving transparency and traceability.

In doing so, we’ll take into account your existing payment service providers, donor data, project structures, and financial processes within Microsoft Dynamics 365 Finance & Supply Chain Management, as well as the various formats and sources involved in your donation processing.

Book a consultation

Discover more ideas, solutions, and practical insights on automation and efficient processes in Microsoft Dynamics 365

What Is Important for an NGO in Donations?

What is important for an NGO in case of donations? Learn how controls, donor data, fund tracking, and reporting build long-term trust with confidence.

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