Focus on your mission. Let Dynamics 365 handle the rest.
Non-Profits and Dynamics 365
Push financial management to the center of your mission, turning every grant, fund, and expense into measurable insight. With everything connected—from donor records to board reporting—you gain the clarity to manage programs confidently, make faster decisions, and prove results with every dollar you spend.
See every dollar, know every restriction
Gain real-time visibility into restricted and unrestricted funds across programs, grants, and donations. Finance and program leaders can finally see the full financial picture, making it easier to allocate resources, plan budgets, and ensure compliance across the organization.
See why this matters
When separate systems manage donations, operations, and accounting, reconciliations become manual and error-prone. Finance teams spend more time matching data than managing funds. Dynamics 365 brings every dollar into view, creating a single source of truth for decision-making and donor accountability.
Keep grants on track and compliant.
Track budgets, milestones, and eligible expenses in real time to keep every grant aligned with its terms. With automated tracking and alerts, you can prevent overspending, claim funds sooner, and keep grantors confident in your stewardship.
See why this matters
Many non-profits rely on spreadsheets or disconnected project tools that lack real-time data. That’s how over-spending or unclaimed funds go unnoticed until audit season. Dynamics 365 consolidates your grant management process—so every transaction, report, and expense stays tied to its funding source.
Build reports that satisfy everyone—from donors to auditors.
Generate audit-ready reports and board packets automatically, with accurate, current data that satisfies compliance requirements and donor expectations. Consistent reporting builds trust, eliminates redundant work, and gives leadership the clarity to plan for growth.
See why this matters
Without a connected system, finance and development teams produce reports manually—often duplicating work and introducing inconsistencies. Dynamics 365 standardizes and automates reporting, so your team spends less time compiling and more time improving outcomes.
Do more with less through automation and integration.
Automate recurring tasks, approvals, and journal entries while integrating seamlessly with Microsoft 365, Outlook, Teams, and fundraising platforms like Classy, DonorPerfect, and Blackbaud. Your staff gains back time every week, turning administrative hours into mission hours.
See why this matters
Lean teams waste valuable hours every week entering the same data twice. Automation eliminates redundancy and reduces burnout. Dynamics 365 connects your everyday tools to your financial system, giving your organization enterprise-level efficiency without the overhead.
Results from our experience
Non-profits that run on Dynamics 365 gain the clarity and control to manage every dollar with confidence — across grants, programs, and donors. The results show up fast: cleaner audits, faster closes, and more time spent on the mission, not the mechanics.
Stay organized with Dynamics 365 Business Central
A regional non-profit managing multiple grants and programs was closing its books manually across several disconnected tools. Reporting for donors and auditors took three weeks each month.
After implementing Dynamics 365, the organization unified finance and operations, automated donor reporting, and cut month-end close time by more than 60%. Today, they produce compliant reports in minutes—and their staff can focus on program delivery instead of paperwork.
Results:
100% of restricted funds now tracked in real-time
Automated donor reporting saves 40+ staff hours monthly
Audit preparation time cut in half
Let’s get in touch.
With Dynamics 365, non-profits gain real-time visibility into every fund, grant, and expense—keeping your organization compliant, transparent, and financially in control. SSNW designs systems that make financial confidence part of your mission—today and as you focus on your mission.
When you’re ready, let’s talk.
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