Focus on your mission. Let Dynamics 365 handle the rest.

Non-profits with complex budgets and multiple funding streams need more than spreadsheets and disconnected systems. Dynamics 365 unifies your financial, grant, and donor reporting into one platform—so your team can stay lean, compliant, and focused on impact.

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.

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.
Keep grants on track and compliant.

Easily track budgets, milestones, and eligible expenses for every grant.

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.
Build reports that satisfy everyone—from donors to auditors.

Generate board packets and funder reports automatically with accurate, real-time data.

See why this matters
Without a connected system, finance and development teams produce reports manually—often duplicating work and introducing inconsistencies.
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.

See why this matters
Lean teams waste valuable hours every week entering the same data twice. Automation eliminates redundancy and reduces burnout.

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
$9.95
Automated donor reporting saves 40+ staff hours monthly
$9.95
Audit preparation time cut in half
$9.95

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