Can Dynamics 365 handle fund and grant accounting?
Yes, both Dynamics 365 Finance and Business Central can be configured to manage this. Dimension management features are central to tracking and reporting revenues and expenses by fund, project, or purpose, ensuring accurate accounting.
How does Dynamics 365 work to manage donors and members?
Dynamics 365 Sales and Customer Service are often customized to function as a CRM (Constituent Relationship Management). This provides a unified view of each individual, tracking donations, memberships, event participation, and communication history, enabling segmentation and targeted outreach.
Are there special prices for non-profit organizations?
Yes, Microsoft has a global program, "Tech for Social Impact," which offers discounted prices and donations on cloud services, including Dynamics 365, to qualified non-profit organizations. Exact terms and eligibility requirements need to be verified directly with Microsoft.
Does the system support reporting to the board and funders?
The platform includes powerful tools for creating custom dashboards and reports. By combining financial data with operational data, the organization can transparently present results, impact, and key performance indicators to all stakeholders.
Can Dynamics 365 be integrated with our website for donations?
Yes, Dynamics 365 has open interfaces (APIs) and standard connectors that enable integration with external platforms, such as payment solutions and donation forms on the website. This ensures that data flows between systems.
Is our members' and donors' data safe in the cloud?
Dynamics 365 is built on Microsoft's Azure cloud platform, which adheres to strict international security and data protection standards, including GDPR. The platform offers built-in security features to protect sensitive data against intrusion and data loss.
We have many volunteers; can the system help us manage them?
Although there isn't a specific "volunteer module," functionality in Dynamics 365 can be adapted to manage volunteer registries, skills, availability, and communication. This is often integrated with project or event management features to match the right person to the right task.