Donor management, fund accounting, and grant tracking for charities and nonprofits.
UK charities and nonprofits face unique challenges: managing complex donor relationships, tracking restricted and unrestricted funds, producing trustee reports, coordinating volunteers, and demonstrating impact — all while operating with limited resources and public scrutiny.
Microsoft offers significantly discounted licences through the Microsoft for Nonprofits programme, making enterprise-grade technology accessible to charities of all sizes.
Veriland helps charities and nonprofits implement Dynamics 365 for unified donor management, fund accounting, programme delivery tracking, and fundraising analytics. We understand the nuances of charity operations — from Gift Aid claims to SORP reporting — and configure D365 to meet your specific needs.
Maintaining meaningful relationships with donors across multiple channels, tracking giving history, and personalising engagement to maximise retention and lifetime value.
Tracking restricted, unrestricted, and designated funds separately while producing consolidated accounts that satisfy trustees, auditors, and regulators.
Managing the full grant lifecycle from application through delivery and reporting, with accurate cost allocation and outcome tracking for funders.
Recruiting, scheduling, and managing volunteers effectively while tracking hours, skills, and availability across programmes and locations.
Measuring campaign ROI, understanding donor acquisition costs, and optimising fundraising strategies across events, digital, and direct mail channels.
Meeting Charity Commission requirements, SORP accounting standards, Gift Aid compliance, GDPR obligations, and fundraising regulations.
Fund accounting, financial management, and SORP-aligned reporting.
Donor segmentation, engagement analytics, and personalised outreach.
Donor relationship management, pipeline tracking, and major gift cultivation.
Custom volunteer apps, automated workflows, and low-code solutions.
“Veriland helped us move from spreadsheets to Business Central and D365 Sales. For the first time, our fundraising team can see donor history alongside financial data. Gift Aid claims that took days now take hours.”
Head of Finance, Head of Finance at UK Education Charity
Yes. Microsoft for Nonprofits provides donated and discounted licences for eligible charities and nonprofits. Organisations must be registered with a recognised charity regulator (e.g. Charity Commission in England and Wales) and meet eligibility criteria. Veriland can guide you through the qualification process.
Yes. Business Central supports fund accounting through financial dimensions, allowing you to track restricted and unrestricted funds separately. Reporting can be configured to align with SORP (Statement of Recommended Practice) requirements for charity accounting.
D365 Sales provides a CRM platform for managing donor relationships. You get a 360-degree view of each donor including giving history, communication preferences, campaign responses, pledges, and Gift Aid declarations. Automated workflows nurture donor relationships over time.
Yes. Gift Aid declarations are tracked against donor records, and claims can be generated for HMRC submission. The system tracks eligible donations, declaration dates, and claim status to streamline what is often a manual, error-prone process.
Power Platform apps can be built to manage volunteer registration, availability, skills, shift scheduling, and hours tracking. These apps integrate with D365 CRM for a unified view of supporters who are both donors and volunteers.
A Business Central Starter Pack typically takes 5-8 weeks. Adding CRM for donor management adds 4-5 weeks. Charities with simpler structures often complete faster. We work around your operational calendar to minimise disruption.
Yes. We regularly migrate data from systems such as Raiser's Edge, ThankQ, Salesforce Nonprofit, Donorfy, and bespoke Access databases. Our data migration process includes cleansing, deduplication, and validation to ensure a clean start.
No. Business Central is designed for organisations of all sizes, including small charities. The interface is intuitive, and we configure the system to show only the features you need. Microsoft nonprofit pricing makes it accessible for smaller organisations.
Book a discovery call to discuss how Dynamics 365 can streamline your donor management, fund accounting, and fundraising operations.
Or call us directly: 01625 569 777
