Polkadot JAM Slides - Token2049 - By Dr. Gavin Wood
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
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
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
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