Microsoft CRM for Charities

Having worked with many charity and not for profit organisations over the years, we have a great insight into the challenges faced.

Below are some examples of the types of information our charity Microsoft CRM solution captures.

Client Information

Storing client information including name, address, notes and client history; KPI/MI reporting.


Managing the volunteer recruitment process and renewal reminders (i.e. first aid and DBS/CRB checks)

Session Planning

Tracking which clients attend which sessions as well as planning transport arrangements.

Donation Management

Capturing information about donors, amount donated and notes, as well as mail merging thank you letters.

Microsoft CRM Online is available at a discounted rate for charities (subject to charity status verification by Microsoft). We can also source On-Premise charity software.

Looking for a single view of your customer? We help our customers and partners optimise their investments in Microsoft CRM and Office 365.  We provide Dynamics solutions to companies and organisations across the North of England and UK.