Microsoft Dynamics for NGOs – More impact, less effort

Optimize your processes, increase transparency, and create more space for your mission.

You definitely know the situation: you have complex requirements but limited resources. Especially as an NGO, it is crucial to achieve maximum impact with limited means. Administration, donation management, project planning, and transparent reporting consume valuable resources that would be better used for the actual mission.

Microsoft Dynamics 365 helps NGOs streamline their operations. From managing grants to donor and member care, as well as project controlling and reporting – Dynamics 365 brings everything together on one integrated platform.

Your advantages at a glance

Efficient resource planning: Manage finances, projects, and funding centrally.

Flexible & scalable: Adapt the system to your needs – whether it's a small organization or an international NGO.

Transparent reporting: Meet the requirements of funders and authorities effortlessly.

Map the entire donor journey - from the initial contact to the donation confirmation. With central data, automated follow-up steps, and a transparent pipeline, you increase engagement and reliably boost your revenue.

Needs: Centrally capture donations, membership fees, and grants, maintain relationships, meet requirements.

How Dynamics helps:

Fundraising & Engagement (Microsoft Cloud for Nonprofit) for Donor-360°, campaigns, pledges, recurring giving, donation confirmations.
Dynamics 365 Sales for pipeline, grant applications as opportunities, tasks & follow-ups.
Customer Insights (Journeys) for segmented campaigns & automations (email, SMS, events).

Keep track of expenses, budgets, and funding conditions - with audit-proof processes, approvals, and reports at the push of a button.

Needs: Display funding as earmarked, budgets & cost centers, audit security.

How Dynamics helps:

Dynamics 365 Finance or Business Central for general ledger, cost centers/profit centers, budget vs. actual, in-kind donation valuation.
Funding as separate dimensions, audit trails, and approval workflows via Power Automate.Multi-tenant/multi-currency for international NGOs.

From the project proposal to the final report: Centrally plan, manage, and document programs – including target groups, measures, and impact indicators.

Needs: Plan projects, allocate resources, track progress & output/outcome.

How Dynamics helps:

Dynamics 365 Project Operations for planning, budgeting, resources & time tracking.
Cloud for Nonprofit – Program Management: Structured capture of programs, participants, services, and results.
Power Apps for customized data collection in the field (online/offline).

Is Microsoft BC your perfect Match?

Multinational midsize/large NGOs

Multi companies with shared tables
Handling large data volumes
Volume licensing
Many localizations available
Deployment 6-18 months
Min. 20 users
NGO can use multiple base functions of D365 e.g.Project accountingMultiple legal entities (x-region)

Small to midsize NGOs

Multi companies are handled with seperate companies. No cross company data sharing
Licensing via CSP
Thousands of transactions
Localisations via partners
No min users required

Seamlessly in your daily work life

Dynamics 365 integrates perfectly with familiar tools like Outlook, Teams, and Power BI. This not only boosts efficiency but also enhances collaboration within your organization. Leverage modern technology to free up more time for what matters most: your mission. Together, we will find the right solution for your organization.

Learn more and book our workshop specifically for NGOs.

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Microsoft Dynamics for NGOs – More impact, less effort

Your advantages at a glance

Keep track of expenses, budgets, and funding conditions - with audit-proof processes, approvals, and reports at the push of a button.

Needs: Display funding as earmarked, budgets & cost centers, audit security.

How Dynamics helps:

Dynamics 365 Finance or Business Central for general ledger, cost centers/profit centers, budget vs. actual, in-kind donation valuation.

Funding as separate dimensions, audit trails, and approval workflows via Power Automate.Multi-tenant/multi-currency for international NGOs.

From the project proposal to the final report: Centrally plan, manage, and document programs – including target groups, measures, and impact indicators.

Needs: Plan projects, allocate resources, track progress & output/outcome.

How Dynamics helps:

Dynamics 365 Project Operations for planning, budgeting, resources & time tracking.

Cloud for Nonprofit – Program Management: Structured capture of programs, participants, services, and results.

Power Apps for customized data collection in the field (online/offline).

Maintain relationships professionally – personalized, current, and across all channels.

Needs: 360° view of members, partners, foundations, authorities.

How Dynamics helps:

Dynamics 365 Sales/Customer Service: contacts, interactions, service cases, SLAs.

Customer Insights: unified profiles, segmentation, journeys.

Send the right message at the right time – GDPR-compliant and measurable.

Needs: Target group-specific addressing, journeys, events.

How Dynamics helps:

Customer Insights – Journeys (formerly Marketing) for lifecycle campaigns, consent, UTM tracking.

Teams/Events integration, Forms & Power Pages for landing pages and forms.

From goods receipt to distribution: End-to-end transparency for aid supplies and donations.

Needs: Needs assessment, procurement, inbound/outbound, distribution, traceability.

How Dynamics helps:

Dynamics 365 Supply Chain Management/Business Central for procurement, inventory, batches, distribution.

Field Service for last mile and mobile proofs (photo/signature).

Protect sensitive data with proven security and compliance features - from role assignment to audit-proof tracking.

Needs: Roles, GDPR, logging, data residency.

How Dynamics helps:

Role-based security, audit logs, data loss prevention policies.

Microsoft 365 integration (Purview/Defender) and rights management.

Everything is interconnected – communication, files, and processes in one place.

Needs: Seamless everyday life, less duplication of work.

How Dynamics helps:

Outlook/Teams integration: emails, appointments, tasks directly related to the contact/project.

Power Automate: approvals, reminders, recurring tasks.

SharePoint/OneDrive: central documents related to the process.

Is Microsoft BC your perfect Match?

Contact us, we look forward
to hearing from you!

Microsoft Dynamics for NGOs – More impact, less effort

Your advantages at a glance

Is Microsoft BC your perfect Match?

Contact us, we look forward to hearing from you!

Contact us, we look forward
to hearing from you!