Dynamics 365
Power Platform
Dynamics
Cloud & ProductivityMicrosoft Dynamics 365 for community & social welfare nonprofits
Community and social welfare organizations balance ambitious missions with limited resources and growing oversight. Managing programs, donors, volunteers, and funding often requires manual work spread across disconnected systems. Rand Group helps nonprofits transform operations through Microsoft Dynamics 365, uniting finance, fundraising, and service delivery in one intelligent cloud platform.
Empowering social impact with Microsoft Dynamics 365
Every nonprofit faces the challenge of balancing accountability with impact. Dynamics 365 simplifies complex operations by connecting data, automating workflows, and enabling real-time insight into funding, programs, and outcomes. Rand Group ensures every Dynamics 365 ERP & CRM deployment is purpose-built for the nonprofit sector, aligning capabilities with how your organization delivers community services and measures success.
With decades of experience supporting mission-driven organizations, Rand Group brings technical depth and nonprofit understanding to every engagement. We design and configure Dynamics 365 to manage grants, donor-restricted funds, case services, and volunteer programs with accuracy and transparency. Our consultants extend the platform with Microsoft Power BI, Power Automate, and AI-based forecasting to help your teams improve decision-making, strengthen relationships, and maximize the impact of every dollar raised.
Unified data and transparency
Centralize financials, fundraising, and service delivery data in one system for a complete, accurate view of performance. Dynamics 365 provides the real-time insights needed to meet reporting standards and build confidence among funders and stakeholders.
Process automation and efficiency
Automate recurring administrative tasks such as approvals, reporting, and communications. With workflows and AI-driven insights, staff can spend less time on manual work and more time advancing the organization’s mission.
Donor and volunteer engagement
Use Dynamics 365 CRM capabilities to personalize communication and strengthen relationships. Capture every donor and volunteer interaction, track engagement trends, and build lasting loyalty through data-driven outreach.
Proven results
%
reduction in reporting time and resources
%
increase in actionable insight and visibility
%
reduced time to financial close
Common challenges in community & social welfare organizations
Community and social welfare nonprofits face constant pressure to deliver services efficiently while managing limited budgets, compliance demands, and growing community needs. The challenges below often stand in the way of achieving their mission:
- Disconnected systems and fragmented data: Separate databases for donors, clients, and finances create inconsistencies and make it difficult to see the full picture.
- Manual and time-consuming processes: Paperwork and spreadsheets drain valuable staff time and increase the risk of costly errors.
- Complex funding and compliance requirements: Tracking restricted funds, grants, and audit documentation adds administrative burden and limits agility.
- Donor and volunteer engagement gaps: Without centralized relationship management, it’s easy to lose visibility into supporter activity and engagement history.
- Limited performance insight: A lack of real-time data makes it hard to measure outcomes, adjust programs, or demonstrate impact to funders.
- Resource limitations: Small teams and tight budgets leave little room for inefficiency, stretching personnel thin across multiple programs.
The level of care, thoughtfulness, and in-depth knowledge provided by Rand Group exceeded our expectations. We now have a partner who not only understands ERP but also comprehends the intricacies of accounting and finance.
Rand Group has become an extension of our internal technical team, providing invaluable support as we continue to grow.
How Rand Group delivers results for community & social welfare organizations
Rand Group empowers nonprofits to achieve measurable results by designing and optimizing Microsoft Dynamics 365 solutions built around your mission. We combine deep nonprofit expertise with technical precision to deliver connected, intelligent systems that enhance accountability, efficiency, and community impact.
- Unified data across operations: We integrate fundraising, finance, program, and case data into one Dynamics 365 environment, eliminating silos and enabling real-time visibility across your organization.
- Workflow automation and efficiency: Our consultants identify repetitive tasks and automate them with Dynamics 365 and Power Automate, reducing manual effort and improving process accuracy.
- Grant and fund management: We configure Dynamics 365 to manage donor-restricted funds, grants, and compliance requirements, simplifying reporting and ensuring financial transparency.
- Donor and volunteer engagement: Leveraging Dynamics 365 CRM, we help you personalize communication, strengthen relationships, and boost long-term supporter retention.
- Data-driven insights and reporting: We build dashboards and KPIs using Power BI that translate data into actionable insights for program evaluation and board reporting.
- Operational optimization and mission focus: By streamlining systems and automating administration, we help your teams reallocate time and resources toward direct community service.
Case Study
Discover how a nonprofit transformed financial management with Rand Group & Business Central
A leading nonprofit organization partnered with Rand Group to replace QuickBooks and modernize its financial operations using Microsoft Dynamics 365 Business Central. Through automation, integrated reporting, and connected data, the organization achieved stronger financial control, faster reporting, and a scalable foundation for continued growth.
Leverage AI with Microsoft Dynamics 365 Copilot
AI is transforming how community and social welfare nonprofits serve their communities. Within Microsoft Dynamics 365, Copilot automates tasks, delivers real-time insights, and streamlines decision-making. Rand Group helps organizations strategically apply AI where it drives the most impact—configuring Copilot to simplify operations, strengthen accountability, and enhance outcomes.
- Automated processes and data entry: Copilot handles repetitive work such as data entry, reporting drafts, and correspondence, allowing staff to focus on higher-value activities.
- Predictive funding and demand forecasting: AI anticipates donation patterns, budget needs, and program demand so leaders can plan proactively.
- Proactive compliance monitoring: Machine learning identifies irregularities in spending or transactions, strengthening oversight and accountability.
- Personalized supporter engagement: AI-driven segmentation and recommendations help tailor outreach to donors and volunteers, improving retention and participation.
- Real-time reporting and summaries: Copilot produces instant summaries and impact reports, eliminating manual effort.
- Dynamic performance insights: Interactive dashboards reveal outcomes and trends, helping organizations adapt and scale their impact efficiently.
Why partner with Rand Group?
Deep industry expertise
From tracking grants and restricted funds to managing volunteers and community programs, our team has decades of experience helping nonprofits succeed. We use that insight to design Microsoft Dynamics 365 solutions that simplify complexity and drive measurable results.
Long-term partnership & support
Rand Group builds relationships that last, reflected in our 90% client retention rate. When you choose us, you gain a strategic ally dedicated to your mission. We provide continuous optimization, proactive support, and user training so your Dynamics 365 environment evolves alongside your organization’s growth and changing needs.
Top North American Microsoft partner
Rand Group is recognized as one of North America’s top Microsoft partners, trusted by organizations across industries for our deep product expertise and proven delivery record. Our team brings years of experience implementing and optimizing Dynamics 365 and Power Platform solutions.
End-to-end support
We manage every stage of your Dynamics 365 journey, from strategy and system design to implementation, training, and ongoing support. With a fully in-house team of consultants, developers, and data specialists, Rand Group provides a single point of accountability focused on long-term client success.
Frequently Asked Questions (FAQs)
What is Microsoft Dynamics 365?
Microsoft Dynamics 365 is a connected suite of business applications that combines ERP and CRM capabilities into one cloud platform. For nonprofits, it unifies fundraising, finance, program management, and volunteer engagement, providing real-time visibility and automation across all operations. With Rand Group, Dynamics 365 becomes a strategic tool that drives accountability, transparency, and mission impact.
How does AI enhance Dynamics 365 for nonprofits?
AI is built directly into Dynamics 365 with Copilot, helping nonprofits work smarter and faster. Copilot automates data entry, generates reports, and predicts funding or service demand. Rand Group helps organizations activate and configure these tools to fit their needs—ensuring AI supports staff productivity, improves decision-making, and maximizes community outcomes.
Do nonprofits qualify for Microsoft discounts?
Yes. Microsoft provides discounted licensing and cloud credits for eligible nonprofit organizations through its Nonprofit Program. Rand Group can help you navigate eligibility, select the right licensing model, and take advantage of available discounts to lower your total cost of ownership.
Why partner with Rand Group for Dynamics 365?
Rand Group is one of North America’s top Microsoft partners with decades of experience serving mission-driven organizations. We go beyond implementation to deliver training, optimization, and continuous support, ensuring your Dynamics 365 system evolves with your programs and goals. Our tailored approach helps nonprofits achieve measurable efficiency, stronger relationships, and greater community impact.
Related Insights
Empowering Nonprofits with Microsoft Dynamics 365 CRM
Non-profit organizations depend on meaningful relationships to achieve their missions, but outdated tools and disconnected systems can make it difficult to maintain visibility and consistency. With Microsoft Dynamics 365 CRM, non-profits can centralize donor and volunteer data, automate outreach, and gain real-time insights into engagement and impact. From tracking donor lifecycles to optimizing campaigns and reporting outcomes, Dynamics 365 CRM empowers non-profits to build stronger connections, work more efficiently, and grow their mission with confidence.
How nonprofits perform fund accounting in Microsoft Dynamics 365 Business Central
Nonprofits face unique financial challenges, from tracking restricted donations to producing transparent fund reports. Learn how Microsoft Dynamics 365 Business Central simplifies fund accounting with dimensions, reporting tools, and automation. Empowering nonprofits to manage resources responsibly and maximize their mission impact.
Dynamics 365 Business Central vs. Dynamics 365 CRM
This article highlights the key differences between Dynamics 365 Business Central and Dynamics 365 CRM. You'll learn that while Business Central includes basic CRM functionality, D365 CRM offers a suite of applications with powerful CRM functionality to elevate your sales and customer management operations. Plus, we highlight why the best next step to boost your CRM operations is to integrate the two systems for optimization and team collaboration.