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Effective Finance & Reporting
for Charities
Microsoft Dynamics 365
Business Central
• m-hance’s focus on NfP
• Intro to our NfP 365 suite
• Overview of our NfP 365 Finance solution
• Overview of PowerBI
• Summary
Webinar’s Agenda
m-hance focus on NfP
NfP sector
focus
Microsoft
recommended
NfP Partner
1000 +
successful
implementations
Dedicated and
experienced
teams
Why Dynamics 365?
• One platform
• Solutions extensible & flexible
• Rich functionality out the box
• Proven roadmap & future
enhancements
• Easy to use
• Clearly defined pricing
• Authored by Microsoft
D365 Business Central
D365 CRM
m-hance NfP Solution
NfP 365
Enterprise
A full suite of integrated
CRM functionality giving
you a 360° view of your
supporters
NfP 365 Finance
A complete solution for
your finance needs
including SORP reporting
and automatic Partial VAT
recovery
NfP 365 Help &
Advice
A case management
solution ensuring GDPR
compliance; helping you
to effectively support
your service users
NfP 365
Foundation
Manage your fundraising
and volunteers, reclaim
Gift Aid and integrate
with Online Giving
Cortana Intelligence
PowerApps
Flow
LinkedIn
Azure
Power BI
Excel
Outlook
SharePoint
Office365
m-hance NfP Solution
NfP 365 Finance
A complete solution for
your finance needs
including SORP reporting
and automatic Partial VAT
recovery
General Ledger SORP Reporting
Partial VAT
Recovery
Fixed Asset
Management
Bank
Management
Purchase Control
General Journals
Inventory
Management
Control Financial
Periods
Double Entry
Accounting
Sales Orders &
Invoices
Account
Receivables &
Payables
Approval
Workflow
Flexible COA for
NfPs
Dashboards
Purchase Order
Processing
Management
Reports
Budget
Management
Summary
NfP sector specific solution
Integrates with our NfP 365 suite
Hosted by Microsoft in the cloud
Always on the most recent version
Event Date
NfP365 – How to manage fundraising income with Dynamics 365 21st March
NfP365 Finance - Partial VAT within Dynamics Business Central 11th April
NfP365 – How can Dynamics Portal improve comms and relationships
with your donors and volunteers
23rd May
NfP365 Finance - Purchase Control 19th June
NfP365 – End to end Dynamics Solutions for Charities at Microsoft
Paddington Offices
26th June
NfP365 – Using the right tools to segment and analyse your Dynamics
data for improved communications
11th September
NfP365 Finance - Budgeting Advanced 16th October
Charity Technology Conference 2019 6th November
NfP365 – Latest D365 & NfP365 updates 20th November
Webinar & Events Programme 2019
Contact us
m-hance.com
0330 777 1950
sayhello@m-hance.com
@m_hanceSoftware

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D365 Business Central Not-for-Profit Webinar 2019

  • 1. Effective Finance & Reporting for Charities Microsoft Dynamics 365 Business Central
  • 2. • m-hance’s focus on NfP • Intro to our NfP 365 suite • Overview of our NfP 365 Finance solution • Overview of PowerBI • Summary Webinar’s Agenda
  • 3. m-hance focus on NfP NfP sector focus Microsoft recommended NfP Partner 1000 + successful implementations Dedicated and experienced teams
  • 4. Why Dynamics 365? • One platform • Solutions extensible & flexible • Rich functionality out the box • Proven roadmap & future enhancements • Easy to use • Clearly defined pricing • Authored by Microsoft D365 Business Central D365 CRM
  • 5. m-hance NfP Solution NfP 365 Enterprise A full suite of integrated CRM functionality giving you a 360° view of your supporters NfP 365 Finance A complete solution for your finance needs including SORP reporting and automatic Partial VAT recovery NfP 365 Help & Advice A case management solution ensuring GDPR compliance; helping you to effectively support your service users NfP 365 Foundation Manage your fundraising and volunteers, reclaim Gift Aid and integrate with Online Giving Cortana Intelligence PowerApps Flow LinkedIn Azure Power BI Excel Outlook SharePoint Office365
  • 6. m-hance NfP Solution NfP 365 Finance A complete solution for your finance needs including SORP reporting and automatic Partial VAT recovery General Ledger SORP Reporting Partial VAT Recovery Fixed Asset Management Bank Management Purchase Control General Journals Inventory Management Control Financial Periods Double Entry Accounting Sales Orders & Invoices Account Receivables & Payables Approval Workflow Flexible COA for NfPs Dashboards Purchase Order Processing Management Reports Budget Management
  • 7. Summary NfP sector specific solution Integrates with our NfP 365 suite Hosted by Microsoft in the cloud Always on the most recent version
  • 8. Event Date NfP365 – How to manage fundraising income with Dynamics 365 21st March NfP365 Finance - Partial VAT within Dynamics Business Central 11th April NfP365 – How can Dynamics Portal improve comms and relationships with your donors and volunteers 23rd May NfP365 Finance - Purchase Control 19th June NfP365 – End to end Dynamics Solutions for Charities at Microsoft Paddington Offices 26th June NfP365 – Using the right tools to segment and analyse your Dynamics data for improved communications 11th September NfP365 Finance - Budgeting Advanced 16th October Charity Technology Conference 2019 6th November NfP365 – Latest D365 & NfP365 updates 20th November Webinar & Events Programme 2019
  • 9. Contact us m-hance.com 0330 777 1950 sayhello@m-hance.com @m_hanceSoftware

Notas do Editor

  1. Focused on NfP sector for both ERP and CRM solutions Committed to Microsoft Technology as an enabler 1st UK based Microsoft Global Dynamics 365 NfP Partner Microsoft Gold partner for both ERP and CRM Successful implementations Over 800 finance solutions Over 200 CRM solutions Dedicated and experienced teams Projects are objectives driven
  2. We have developed a fully integrated end to end solution to manage supporter relationships, financials through to reports for trustees. Built on Microsoft’s Dynamics 365 platform, seamless integration with Office 365 & Microsoft Cloud suite of tools 100% Cloud with encryption and Security
  3. Our NfP 365 Finance module is built on D365 BC. Here’s a list of some of the capabilities of which we will demo a selection today