We are a proud partner for Microsoft’s Fundraising and Engagement for Dynamics 365. By combining our years of experience and overlaying our existing products onto the Microsoft Common Data Model, we can deliver end-to-end charity solutions to charities of all sizes.

Our NfP 365 Fundraising and Engagement solution enhances Fundraising and Engagement for Dynamics 365 and is dedicated to small and medium-sized charities. It provides a 360-degree view of supporters and a single source of truth for all interactions in real-time whilst integrating with all the familiar Microsoft technologies including Office 365. You can see where it fits in our suite of NfP 365 solutions in the diagram opposite.

NfP 365 Fundraising and Engagement Key Features



Relationship Management

Gain a 360-degree view of your charity’s relationship with your supporters, whether these are other organisations, individuals, potential donors, donors or volunteers.

Centralised contact management, with one single source of information visible to fundraising teams, marketing teams, major donor teams and other key stakeholders, allows for improved collaboration within your charity.


nfp-365-foundation-campaign-managementCampaign Management

People are hit with marketing messages so frequently they can become little more than noise. That means messages need to be personalised, relevant and targeted to make a difference.

NfP 365 Fundraising and Engagement provides you with the information you need to fully understand your supporters and to build strategic campaigns based on this insight – campaigns that turn one-off donors into life-long supporters. Record your supporters’ preferred communication channels so you are only communicating with them as they choose.

dynamics-365-customer-serviceManage Your Volunteers

The solution allows you to easily manage the people who volunteer for your charity. From the moment they apply to become a volunteer, NfP 365 Fundraising and Engagement helps you to vet and approve every person and then store that information securely. It enables you to document the skills every volunteer has, allowing you to deploy the right people to the most appropriate tasks.

Furthermore, you can capture every hour that people have volunteered for your charity and connect this time to specific activities that your charity is carrying out such as fundraising events, allowing you to closely monitor the resources required for each activity.

dynamics-365-marketingOrganise Fundraising Events

An essential part of almost every charity, NfP 365 Fundraising and Engagement can assist with the management of your fundraising events. It will allow you to easily coordinate your costs, staffing, donations, volunteers, email communications and more from the one place. This information will then feed into automatically generated, custom-built reports, helping you to see the success of your events.


nfp-365-foundation-donations-income-processingDonations and Income Processing

Ensure the efficient and effective processing of income via donations, resolve donation queries and thank your supporters personally for donations with NfP 365 Fundraising and Engagement. Plus, process Direct Debits seamlessly through selected payment gateway partners.


nfp-365-foundation-giftaid-tax-efficient-givingGift Aid and Tax Efficient Giving*

Built-in intelligence can identify income that’s eligible for Gift Aid reclaim, so you don’t have to. Using NfP 365 Fundraising and Engagement, you can create a claim and check and audit it before final submission to the tax authorities.*


dynamics-365-not-for-profit-major donor management

nfp-365-foundation-major-donorsMajor Donors

With NfP 365 Fundraising and Engagement you can easily identify and profile your major donors and create personalised nurture campaigns to build, manage and strengthen your relationship with these important individuals and organisations.


nfp-365-foundation-legacy-recordsLegacy Essentials

NfP 365 Fundraising and Engagement allows you to manage legacy fundraising in a personal and sensitive way – from identifying and targeting potential legacy givers to building relationships with these supporters and managing the registration of the legacy.


Extension options

Financial and retail system integration

Get a 360-degree view of your supporters.

e-marketing integration

Personalise engagement with your supporters.

Supporter self-serve portals

Give supporters access to the info they want, when they want it.

Membership management

Identify and look after your members to ensure they turn into life-long supporters.

*On the m-hance roadmap so coming very soon.

Would you like to see more?

Contact our team to discuss the needs of your charity in more detail.

Contact Us