Non-Profit & Charity
How Does Dynamics 365 for Non-Profit & Charity Work?
Learn how a tailored non-profit & charity CRM solution could help you:
- Provide a single view of contact data
- Get real-time insights on the grant and fund applications
- Save time and money by automating your document creation
- Enable donor or contact self-service portals to enhance the online experience and provide a best in class service
Microsoft Dynamics 365 – Made for Non-Profit & Charity
Easy integration with your existing software platforms
Manage your contacts, donations and funds
Forecasting and analytics
Automate your document creation and communications
Optimise efficiency of internal processes to maximise productivity
Analyse and enhance the contact experience
Microsoft Gold: A status you can trust
Work with a partner that is considered one of the UK’s leading specialists in Dynamics 365 for SMB clients.
We have an excellent track record of delivering Microsoft CRM systems for over 800 businesses. Recent client testimonials are available from a wide range of SMB client sectors – a credit to the focus on reference ability of all projects.
Ambassadors for the IAMCP
We are proud to support the International Association of Microsoft Channel Partners (IAMCP). The IAMCP is an organisation dedicated to maximising the business potential of members through peer-to-peer interaction, member advocacy, community outreach, growth and education—while enhancing members’ access to Microsoft executives.
Cloud9 Insight’s CEO Carlene Jackson is on the board representing IAMCP for D&I, and Strategic Partnerships Director Zoe England is on the board representing Partnering.
Non-Profit & Charity CRM Solution Packages
Strategic is a flexible implementation of Dynamics 365 with phased business change. Typically, these projects involve complex data migration from existing CRM systems. Moreover, phases are designed to build additional maturity which may include system integration.
Unsure which plan is best for you?
We're here to help. Talk with one of our team expert consultant and get a free 30 min consultation and an assessment report.
Book a Free Health Check
Not sure where to start? Find out what Dynamics 365 can do for you.
Your 20-minute session includes:
- Time with our experienced CRM consultants
- Analysis of your current systems and your goals
- Provision of a business health score, measured against other organisations in your sector
- Guidance and suggestions for improvement
"Cloud9 Insight have for several years assisted us with the development and support of our Dynamics 365 Database. We are a small charity with a diverse and complex database. The friendly team at Cloud9 Insight are responsive and will go the extra mile to explain processes, assisting our understanding, they’ve been particularly helpful over Microsoft up-dates. "