Non-Profit Dynamics 365 Transformation Toolkit

BDO Dynamics 365 Transformation Toolkit for Non-Profit Overview

BDO’s Non-Profit Toolkit provides a unique set of tools, accelerators, and business strategies for the Non-Profit industry, powered by Microsoft Dynamics 365 for Non-Profit. Our professional services are designed to help customers get started with or extend their use of Dynamics 365 Apps on Dataverse and Power Apps, by providing deep expertise, advanced capabilities, and practical know-how that organizations may not have in-house or need to augment. BDO’s Transformation approach focuses on outcomes, process improvement, and organizational change management to ensure maximum return on your investment.

BDO brings proven Non-Profit industry expertise to lead your organization through transformation, delivering a solution that blends industry best practices with your company’s unique set of goals.

BDO Dynamics 365 Toolkit Transformation for Non-Profit Business Cases

• Track complex fund accounting and achieve financial transparency with robust capabilities including earmarked funds, ensuring compliance with donor and regulatory requirements
• Streamline grant management by centralizing data, automating workflows, and providing tools for tracking grant applications, reporting and compliance, reducing administrative burden and ensuring timely submissions
• Enable precise tracking of restricted and unrestricted gifts, ensuring proper allocation and reporting, while providing transparency to donors about how their contributions are being used
• Consolidate donor data, enhance donor insights, and support personalized engagement strategies, improving donor retention and fundraising effectiveness.
• Generate real-time insights into financials, fundraising performance, and program outcomes, empowering leadership with actionable data

Steps for a Successful Dynamics 365 Transformation Toolkit for Non-Profit Implementation

1. Alignment on your desired business outcomes & transformation goals
2. Design effective processes to achieve defined outcomes
3. Develop implementation strategy, required reports, and process workflows
4. Implement Microsoft Dynamics 365, deploy workflows, and build dashboards
5. Create KPI’s and process feedback to enable the cycle of continuous improvement
6. Activate adoption & change management support

BDO Dynamics 365 Transformation Toolkit Key Deliverables Include

• Program management & Transformation Accelerators
• Prescriptive templates for processes and configurations specific to Non-Profit
• Purpose-built reporting and analytics for Non-Profit
• Pre-Built connectors and solutions for grant management, donor management, and donor loyalty programs
• Microsoft Dynamics 365 for Non-Profit deployment
• Expert guidance and hands-on support for configuring, customizing, and integrating Dynamics 365 Apps on Dataverse and Power Apps, ensuring customers maximize the value and functionality of their solutions.

BDO’s Transformation Toolkit empowers companies to transform challenges into strategic opportunities for growth and innovation, breaking free from digital concrete.

Why Choose BDO Digital

Get it Right from the Start: BDO’s Digital Transformation team includes seasoned business leaders with the experience to understand your organization and recommend the right processes and technology to achieve your business outcomes.

Broad Capabilities: With BDO as your partner, you gain access to a global professional advisory network that has experts who understand every aspect of your industry and your business.

Accelerate Your Success: By ensuring a smooth and effective transformation, you will achieve business value quickly from your solution with BDO’s Non-Profit Toolkit. Not only will you achieve rapid results, BDO strives to be your trusted advisor for the long-term ensuring you get the most value from your investment for decades to come.

*Pricing will vary based on the scope of the engagement