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Constituent management

Complete constituent profiles for individuals, households, and organizations, including biographical details, communication methods, preferences, relationships, salutations, employment and education history, donations, and awards management.

constituent management
Donation management

Donation management

The sample dashboard for donations includes gift acknowledgement, tracking of individual and organizational pledges and gifts, one-time and recurring gifts, gifts in kind, and grant disbursements. You can track and manage donations, and their relation to donors and specific campaigns. Full donation history, information on recurring donations, and pledge amounts are accessible in one easily digestible interface.

The app integrates with many popular ERP systems so transactional data can be synced with external financial systems. It also connects to third-party payment solutions and gateways to process donations made across digital platforms.


The Fundraising and Engagement can track all significant stages of high-touch Fundraising. It helps to use funds, donations and projects to get a clear view of your fundraising activities. You can then further assign targets that can be easily monitored and managed. It helps to keep donors updated about your programs and activities and their contribution towards these programs.

awards management

Award management

Awards management data model and sample application including dockets, inquiries, requests, awards recommendations, reviews, reports, budgets, and disbursements.

Program delivery

Outcome and result model enables nonprofits to efficiently deliver on their missions, measure results, and communicate impact that includes aligning beneficiaries and funds to the results framework.

Donation management
volunteer management

Volunteer management

Non-profits are often powered by volunteers who give their time and effort to support an organization’s cause. Track volunteer preferences, skills and availability and establish Volunteer Projects leveraging Dynamics 365 Project Service Automation.

D365 for Fundraising and Engagement can help organize and optimize a charity’s volunteer force, with rostering and timesheet features, and profile management that allows non-profits to assign the right volunteers to the right project.

Membership management

Membership Category entity that establishes membership levels and Membership entity that links Constituents to Membership Category, enabling the creation and tracking of membership over time.

Membership management
Finance and CRM data integrator

Finance and CRM data integrator

Template data integrator tasks to connect nonprofit accelerator constituents, donations, awards, and programs to Finance and Operations.

Case management

Provides building blocks for partners to aid program staff in tracking clients and cases tying cases to specific program goals.

Case management
Project management & program design

Project management & program design

Build a complete delivery framework that tracks activities and progress to a theory of change assuring delivery of programs aligned to indicators and program objectives, budgets, and results.


Program design – In order to support this application, this solution depends on nonprofit core and nonprofit measurement data schemas.

Nonprofit operations toolkit – In order to support this application, this solution depends on the nonprofit core data schema.

Common Data Model for Nonprofits sample apps – In order to support this application, this solution depends on the nonprofit core data schema.



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