Successful management of a not-for-profit organization, or non-profit organization is as demanding as it is detailed. Careful administration of operating expenses and cash flow and meticulous reporting practices are essential to meet regulatory compliance. Both are also important for demonstrating the efficient use of donated and allocated resources to secure future funding.

Tools that help social services organizations streamline operations, optimize finances, and improve their reporting capabilities can translate into more time focused on providing services and value for their beneficiaries.

Microsoft Dynamics delivers a powerful business management suite specifically focused on the unique needs of these organizations. From commitment management to fund management, Microsoft Dynamics promotes accurate and timely reporting, easier access to data, and automated processes that help reduce daily overhead.

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Benefits of Microsoft Dynamics solutions for not-for-profit organizations and social servicesBenefits of Microsoft Dynamics solutions for not-for-profit organizations and social services
Customer success storiesCustomer success stories
Microsoft Dynamics productsMicrosoft Dynamics products
Learn more about Microsoft Dynamics solutionsLearn more about Microsoft Dynamics solutions

Benefits of Microsoft Dynamics solutions for not-for-profit organizations and social services

Together with industry partner applications, Microsoft Dynamics solutions are helping social services organizations around the world automate business processes and information-sharing to provide better service to beneficiaries. Microsoft Dynamics can help your organization:

Deploy effective financial management solutions. With detailed, up-to-the-minute financial reports, employees can make informed purchasing decisions, comply with reporting requirements, and ensure financial integrity and accountability. Increase confidence in your agency’s financial management skills with accurate reports that are tailored to meet the information needs of the user. Control tools help you improve cash flow and streamline administrative functions, including:

Funds management: Automation in this area simplifies reporting, reduces the errors associated with manual tasks, and helps organizations meet reporting requirements.

Grant management: These tools help you monitor grant funds, their corresponding projects, and expenditures; deliver timely reports; and access up-to-date budget and performance data.

Encumbrances and commitments: Effective tracking tools help you avoid overspending by showing impending purchases and requisitions in relation to budget allocations and setting aside funds for future contracts.

Integrate human resource management and payroll systems. Use an integrated business management solution to handle employee data, process payroll, track benefits, and manage performance. Comprehensive reporting capabilities help your organization comply with employment eligibility and injury-reporting requirements. By using cost-effective, browser-based systems, authorized managers and employees can access human resource (HR) and payroll data quickly and easily.

Deliver cost-effective projects on time. Control project progress, costs, revenue, and labor and other resources. Project management and accounting solutions help you run projects on time and on budget with optimal cost-efficiency. Create the billing structures you need to track expenses for labor, materials, and other project elements. Reduce invoicing cycles, stay on top of unbilled receivables, and monitor changes in key values such as costs or margins.

Improve retail management at the point of sale. If your not-for-profit organization has retail as one of its services or fund-raising activities, you can control point-of-sale (POS) activities with affordable, easy-to-use applications that help you manage inventory, control cash flow, reduce costs, and improve customer service.

Increase service productivity andconstituent satisfaction. Improve constituent service delivery and increase the effectiveness of core services with Microsoft constituent relationship management solutions. Quickly and accurately respond to constituent and staff requests, improve information-sharing, and reduce costs by automating business processes. Analyze service-delivery speed and measure performance by studying the number, type, and timing of requests. With multiple communication channels, service automation, and personalized information, all constituents—individuals and businesses—have more choices and greater control.

Customer success stories

House With No Steps consolidates accounting and improves reporting

Civil Air Patrol on mission for sound financial management and fund accounting

America's Second Harvest helps end hunger in America

See more customer stories.

Microsoft Dynamics products

The following product can be used to help build solutions in the not-for-profit industry:

Microsoft Dynamics GP for the not-for-profit industry

Microsoft Dynamics CRM for Case Management in Health and Social Services

Learn more about Microsoft Dynamics solutions

Learn more about how Microsoft Dynamics business software solutions can help you solve your business needs in the professional services industry.

Contact us to request more information or to speak with a Microsoft representative.

Find not-for-profit solutions developed by Microsoft Certified Partners to meet the unique needs of your business or industry.



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