Focus on your mission. Let Dynamics 365 handle the rest.
Non-Profits and Dynamics 365

See every dollar, know every restriction
Dynamics 365 gives you full visibility into restricted and unrestricted funds across programs, grants, and donations.
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Keep grants on track and compliant.
Easily track budgets, milestones, and eligible expenses for every grant.
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Build reports that satisfy everyone—from donors to auditors.
Generate board packets and funder reports automatically with accurate, real-time data.
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Do more with less through automation and integration.
Automate recurring tasks, approvals, and journal entries while connecting your system with Microsoft 365, Outlook, Teams, and leading fundraising platforms like Classy, DonorPerfect, and Blackbaud.
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Results from our experience
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 clarity.
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.
FAQs