Limited Financial and Grant Visibility
Tracking donations, grant budgets, restricted funds and programme expenses separately makes it harder to understand where funding stands.
DHRP helps not-for-profit organisations across Australia and New Zealand manage donor relationships, grant activities, volunteers and reporting with Microsoft Cloud for Nonprofits and Dynamics 365.


Fundraising depends on more than collecting donations. Nonprofits need to maintain donor relationships, track funding commitments, manage grant requirements and show how funds support their mission. Separate spreadsheets and applications can make donor and funding data harder to track, leading to reporting gaps and missed follow-ups.
Organisations across Australia and New Zealand can use Microsoft Cloud for Nonprofits to manage fundraising, constituent relationships, programmes and reporting more effectively. With the right Dynamics 365 applications and partner solutions, organisations can manage supporter information, monitor funding activities and spend less time on administration.
DYNAMICS 365 SOLUTIONS
Nonprofits work with limited resources while balancing donor expectations, grant conditions, community needs and reporting obligations. As programmes grow, managing these responsibilities manually puts more pressure on staff and volunteers.
Tracking donations, grant budgets, restricted funds and programme expenses separately makes it harder to understand where funding stands.
Scattered donor records make it difficult to follow giving history, record interactions and plan timely communications.
Matching volunteers to suitable roles, shifts and community programmes takes time when availability and skills are tracked manually.
Funding agreements often come with specific milestones, spending conditions and reporting deadlines that teams must monitor carefully.
When service delivery records and outcome reports sit in different systems, measuring programme progress becomes a challenge.
Donor, beneficiary and volunteer information needs appropriate access controls and secure handling, especially when several teams or external partners use the same records.
Nonprofits need reliable information to make funding decisions, manage programmes and report on their work. Microsoft technologies can support these activities by bringing constituent, financial and programme data into more consistent workflows.
Organise beneficiary and programme information to help teams review service activity, identify gaps and plan resources.
Maintain donor, volunteer, funding and operational records so staff can work with up-to-date information.
Use suitable Dynamics 365 applications and nonprofit solutions to record contributions, monitor funding activity and support grant reporting.
Configure forms, approvals, reports and processes around your organisation’s programmes, funding requirements and internal responsibilities.
Use Power Automate and other Microsoft tools to handle routine reminders, approvals and data updates where automation fits your processes.
The Dynamics 365 nonprofit accelerator and related nonprofit data components may support specific scenarios, but the right solution depends on current product availability, compatibility and your organisation’s requirements.

Faqs
Still have questions? Our team is happy to help.
Get in touchDynamics 365 can help nonprofits manage donor and supporter relationships, service activities, financial processes, reporting and internal workflows. For example, teams can maintain interaction records, monitor funding-related activities and use dashboards to review programme or fundraising performance. The applications and configuration depend on the organisation’s size, funding model and existing systems.
Yes. Dynamics 365 can support nonprofit donor management software requirements in Australia and New Zealand by maintaining donor profiles, giving history, interactions, communication records and follow-up activities. With suitable configuration or a specialist fundraising solution, organisations can also support donation processing, campaign management and donor reporting.
Yes. Dynamics 365 and Power Platform can support a volunteer management system Dynamics 365 setup can maintain volunteer profiles, record skills and availability, assign activities and track participation. Organisations with complex rostering, volunteer onboarding or event coordination needs may require a dedicated volunteer management solution integrated with their Microsoft environment.
Microsoft nonprofit data components and accelerator resources may still be relevant for certain implementations. However, the term can refer to specific components rather than a complete, ready-to-use fundraising system. Organisations should check current compatibility and product lifecycle details before selecting an accelerator-based solution. Microsoft’s Fundraising and Engagement application is scheduled to retire on 31 December 2026, so existing users should plan their transition with their Microsoft partner.
Yes. Power BI can turn data from Dynamics 365 and other connected systems into reports covering donations, grant spending, programme activity, volunteer participation and service outcomes. The usefulness of these reports depends on the quality of the underlying data and how the organisation defines its performance measures. Teams can tailor dashboards for programme managers, finance staff and board reporting.
DHRP can assess your existing processes and configure relevant Dynamics 365 applications, integrations, workflows and reports around your organisation’s requirements. This may include donor management, grant tracking, volunteer coordination, financial processes and programme reporting. The proposed solution depends on your current technology, operational priorities and available Microsoft or partner capabilities.
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