Microsoft Dynamics 365 Nonprofit Accelerator
Nonprofits face constant challenges in streamlining processes, breaking data silos, and measuring impact. With tight budgets, complex requirements, and data security concerns, nonprofits need to show results and justify costs.
That’s why Microsoft created the Nonprofit Accelerator, a toolkit of sample applications, templates, and connectors that help nonprofits leverage technology for social good.
With Dynamics 365, your nonprofit can integrate and manage all key processes into a single solution, enabling efficient operations and powerful insights, allowing you to make data-driven decisions to drive your business forward.
Dynamics 365 Overview
Dynamics 365 is a cloud-based platform that combines enterprise resource planning (ERP) and customer relationship management (CRM) applications. It helps businesses of all sizes to streamline their processes, improve customer interactions, and gain insights from data.
Dynamics 365 offers a range of modules that can be tailored to specific industries and business needs, such as sales, marketing, finance, operations, service, commerce, and human resources.
With Dynamics 365, businesses can benefit from the power of Microsoft’s cloud services, such as Azure, Office 365, Power Platform, and AI. Dynamics 365 also integrates with other Microsoft products, such as Teams, Outlook, and SharePoint, to create a seamless user experience.
Dynamics 365 is designed to be flexible, scalable, and secure, enabling businesses to adapt to changing market conditions and customer expectations.
The Benefits of Dynamics 365
Dynamics 365 delivers substantial value to your business:
- A single, unified solution
- Scalable, secure cloud deployment
- Flexible licensing options
- Integration to hundreds of services
- Intelligent AI capabilities
- Automated workflows
- Compliant to the latest regulations
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What is the Dynamics 365 Nonprofit Accelerator?
The Dynamics 365 Nonprofit Accelerator is a suite of model-driven applications that enables nonprofits to leverage the power of Microsoft’s cloud platform to achieve their mission.
The Nonprofit Accelerator provides pre-built components, templates, and integrations that help nonprofits manage their donors, volunteers, programs, and impact.
The Nonprofit Accelerator also connects nonprofits to a network of partners and experts who can provide tailored solutions and support.
The Nonprofit Accelerator is based on the Common Data Model for Nonprofits, a shared data language that defines the most common entities and attributes used by nonprofits. The Common Data Model for Nonprofits enables data interoperability and integration across different applications and systems. By using the Common Data Model for Nonprofits, nonprofits can reduce data silos, improve data quality, and gain insights from their data.
The Nonprofit Accelerator is designed to be flexible and scalable, allowing nonprofits to customize and extend it according to their needs. The Nonprofit Accelerator supports various nonprofit scenarios, such as fundraising, grant management, program delivery, beneficiary management, and impact measurement.
The Nonprofit Accelerator also integrates with other Microsoft products and services, such as Power Platform, Azure, Office 365, and Teams, to provide a comprehensive and unified experience for nonprofits.
Why choose the Dynamics 365 Nonprofit Accelerator?
While there is a selection of solutions available to suit the needs of nonprofit organisations, Microsoft are market-leaders and a sensible choice for a charity looking to optimise their operations through technology.
Try before you buy
A notable point that puts Nonprofit Accelerator ahead of the competition is that it is free to use! While Dynamics 365 and Power Platform applications will need to be licensed at a cost, the non-profit accelerator is available at zero cost. Microsoft also give the option to test drive the solution for 7 days with a set sample data, so you can try out the solution for yourself ahead of committing to it.
Model-driven applications
The solution provides 8 sample model-driven applications to cover key areas of nonprofit operations. These applications can be used as is, or customised to fit your specific requirements and workflows.
360-Degree View of Your Constituents
Gain valuable insights into your supporters, donors, and volunteers with a comprehensive view of your constituents. Dynamics 365 Nonprofit Accelerator empowers you with a 360-degree perspective, enabling personalised engagement, targeted fundraising efforts, and strategic decision-making.
Enhanced Collaboration with Microsoft 365 Integration
Foster collaboration within your team seamlessly by integrating Dynamics 365 Nonprofit Accelerator with Microsoft 365. Real-time collaboration, document sharing, and communication tools empower your team to work cohesively towards your organisation’s mission.
Insights & Analytics
The Dynamics 365 Nonprofit Accelerator includes sample dashboards that feature fundraising and program delivery analytics. You can use these dashboards to monitor your performance, identify trends, and make data-driven decisions. You can also extend these dashboards with your own custom reports and charts.
Build your own apps
You can also use the Power Apps canvas app designer to create your own custom apps that leverage the data and logic from the Common Data Model for Nonprofits and the model-driven applications. You can design your apps with a drag-and-drop interface, and publish them to web or mobile devices.
Efficient Fundraising and Grant Management
Say goodbye to manual processes and welcome automated fundraising and grant management. Dynamics 365 Nonprofit Accelerator helps you streamline your financial operations, ensuring transparency, accountability, and compliance in all your fundraising and grant activities.
Scalability for Future Growth
As your nonprofit grows, so do your challenges. Dynamics 365 Nonprofit Accelerator grows with you. Its scalable architecture ensures that your technology solution remains robust and adaptable, supporting your organisation’s expansion and evolving needs.
Get in touch with our expert team to discuss your requirements and get started with the Nonprofit Accelerator
Nonprofit Accelerator Functionality
Constituent Management
Complete constituent profiles for individuals, households, and organisations, including biographical details, communication methods, preferences, relationships, salutations, employment and education history, donations, and awards management.
Donation management
The sample dashboard for donations includes gift acknowledgements, tracking of individual and organisational pledges and gifts, one-time and recurring gifts, gifts in kind, and grant disbursements.
Fundraising
The nonprofit accelerator can track all major stages of high-touch fundraising.
Awards management
Awards management data model and sample application including dockets, inquiries, requests, awards recommendations, reviews, reports, budgets, and disbursements.
Program delivery
Outcome and result model enables nonprofits to efficiently deliver on their missions, measure results, and communicate impact that includes aligning beneficiaries and funds to the results framework.
Membership management
The Membership Category entity establishes membership levels and Membership entity that links Constituents to Membership Category, enabling the creation and tracking of membership over time.
IATI processes
International Aid Transparency Initiative is a global campaign to create transparency in the records of how aid money is spent. The initiative hopes to ensure that aid money reaches its intended recipients with goals of improving standards of living worldwide and reducing poverty globally. Nonprofits can now record their fundraising and programmatic activities according to the IATI Organisational and Activity Standards, sync IATI non-embedded code lists with the nonprofit accelerator, and generate IATI Organisation and Activity XML files from the nonprofit accelerator.
Finance and CRM data integrator
Template data integrator tasks to connect nonprofit accelerator constituents, donations, awards, and programs to Finance and Operations.
Case Management
Provides building blocks for partners to aid program staff in tracking clients and cases tying cases to specific program goals.
Project management & program design
Build a complete delivery framework that tracks activities and progress to a theory of change assuring delivery of programs aligned to indicators and program objectives, budgets, and results.
Assessment management
Accurately, consistently, rapidly and efficiently record detailed observations and answer the “who,” “where,” “what,” “how,” and “when” questions critical to delivering nimble services
Nonprofit operations toolkit
Small nonprofits are able to centrally manage their award budgets, have workers enter time and expenses through a mobile application, approve submitted time and expenses, and track costs to the budget.
Why choose Mercurius IT as your partner?
Mercurius IT is a Microsoft Solution Partner with almost 20 years’ experience supporting businesses optimise their IT systems, our expert teams are a safe pair of hands to help kickstart your digital transformation. Our customer base serves a wide range of industries and sectors, including working with nonprofits and charities.
No matter whether you’re already using Dynamics 365, or just getting started and looking to move away from legacy systems, we are here to help ensure your project goes successfully.
Client Testimonials
Mercurius IT provided very competitive onshore and offshore rates for our Dynamics NAV implementation. In addition, they demonstrated flexibility and resourcefulness in order to meet our short implementation deadline successfully. Their functional consultants possess a high level of expertise in the product and were willing to go the extra mile to handhold our Finance team during the implementation.
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Frequently Asked Questions about the Nonprofit Accelerator
What is Dynamics 365?
Dynamics 365 is a cloud-based suite of enterprise resource planning (ERP) and customer relationship management (CRM) applications that help organisations manage their business processes more efficiently. It provides a unified platform for managing sales, customer service, finance, operations, and more.
What is the Nonprofit Accelerator?
Nonprofit Accelerator is a suite of pre-built solutions, templates, and best practices designed to help nonprofits accelerate their digital transformation journey. It is built on top of the Dynamics 365 platform and the Common Data Model for Nonprofits.
How can Dynamics 365 help nonprofits?
Dynamics 365 can help nonprofits by providing them with a unified platform for managing their operations, fundraising, constituent management, program delivery, and impact tracking. It enables nonprofits to streamline their business processes, improve collaboration, and gain insights into their data.
What’s included in Nonprofit Accelerator?
The Nonprofit Accelerator includes pre-built solutions for constituent management, fundraising, awards management, program delivery, and impact tracking. It also includes sample model-driven applications, dashboards, and analytics to help nonprofits get started quickly.
What Dynamics 365 applications are relevant for Nonprofits?
Dynamics 365 for Nonprofits includes applications for Sales, Customer Service, Field Service, Finance, Supply Chain Management, Human Resources, and Project Service Automation. Nonprofits can choose the applications that best suit their needs.
How is Dynamics 365 for non profits licensed?
Dynamics 365 for nonprofits is licensed on a per-user basis. Nonprofits can choose from different licensing options based on their needs and budget. Microsoft also offers discounted pricing for eligible nonprofits.
How do I know if my organisation is eligible for Dynamics 365 nonprofit pricing?
To be eligible for Dynamics 365 nonprofit pricing, your organisation must be a nonprofit or non-governmental organisation with recognised charitable status in your country. You will need to provide Microsoft with proof of your organisation’s eligibility.
How can I get started with Dynamics 365 Nonprofit Accelerator?
You can get started with Dynamics 365 Nonprofit Accelerator by visiting the Microsoft Learn website. There, you can find a wealth of resources, including tutorials, documentation, and sample applications. You can also connect with Microsoft partners who specialise in nonprofit solutions.
How do I choose the right Microsoft partner?
Choosing the right Microsoft partner is an important decision. You should look for a partner who has experience working with nonprofits and understands your unique needs. Microsoft has a directory of certified partners who specialise in nonprofit solutions. You can use this directory to find a partner who is right for you.