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It's Challenging to Run a Charity!

Whether it is complying with the Charity Commission's Statement of Recommended Practice (SORP), or staying on top of your finances and producing a Statement of Financial Activities (SOFA), or even just making it easy for people to donate, running a charity is a complex and difficult process. Having worked for many years with charities and membership organisations, we have a great depth of knowledge about the difficulties of this marketplace; in fact some of our developers and consultants have worked in the marketplace. 

I've been very impressed with the quality of service from Dynamics Consultants. They are responsive, reliable and know Dynamics NAV inside out.

- IT Development Manager, Royal Yachting Association

Stay on Top of Your Operations

Financial Accounting

Automate as much of your accounting as possible with an integrated ERP system. Easy to use reporting and live updating charts allow for greater Business Intelligence (BI), but more importantly for you it makes it easier to report for auditing etc. Track and manage your accounts and make the administration required for SORP/SOFA reporting much easier and reduce wasted time.

HR and Payroll

Use approvals and recording for standard HR functions such as holiday approvals. Keep control of staff records, skill sets, roles etc with fully integrated systems.

Document Management

Use a SharePoint site with an architecture to suit your business to keep control of your documents. Features that could suit you:

  • Set up an internal company site for all of your company procedures
  • Intranet - keep all of your files in a structured and secure location
  • Keep customer related information on a secure site
  • Use Customer Portals to interact with your customers

Integrate your SharePoint site with documents in NAV using Document Receiving and Document Sending, part of the Communication Suite.

CRM for fundraising

CRM and Fundraising

Improve relationships with your supporters and increase donations with effective and targeted marketing campaigns and good customer service. With an integrated ERP and CRM system, you can make sure that you stay GDPR compliant. 

e-Commerce Integration

Raise more money and reduce your overheads by integrating your "donate now" buttons and webshop sales with your back office system. Keep control of pricing and availability through your business management software.

Microsoft Supports Charities and Not For Profit Organisations

As part of Microsoft's corporate responsibility, they provide support to Charities by means of discounts on licence fees. These discounts vary but are in the region of 25% off licence fees. 

Find out how we can help you

If you would like to find out more about how Dynamics Consultants can help with tailoring a solution, please contact us and speak to one of our qualified and experienced team.

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I find their approach to our relationship very professional whilst being refreshingly realistic. We now consider them to be part of our team

Lee Crowhurst, Technical Director

Partner with the Experts

With over 200 years of combined experience in Microsoft business solutions, our team will help to get you up and running, as well as building a partnership that keeps you supported, all from our UK offices. 

From functionality and licencing to business strategy, we like your questions; contact our experienced team for open, honest and reliable advice so that we can find the answers.