Dynamics 365 Industry Training Series - Non-Profit

Meeting Purpose

To provide a comprehensive overview of nonprofit organizations and their operations within Dynamics 365 for sales partners.

Key Takeaways

• Nonprofits are a significant economic force, with 1.8M organizations generating $3.7T annual revenue in the US alone
• Key nonprofit terminologies include tax-exempt status, various fund types, bylaws, and donor management
• Dynamics 365 offers specialized features for nonprofits, including tailored chart of accounts, fund tracking, and grant management
• AI and Copilot integration is enhancing nonprofit operations, with features like donor lookup, documentation assistance, and event planning

Topics

Nonprofit Organization Overview

• Purpose: Furthering a social cause without profit distribution to owners
• Governed by board of directors through bylaws
• Earnings support program beneficiaries
• 32 different types, categorized by specific codes (e.g., 501c3 for religious orgs)
• Generate revenue through donations, grants, and product/service sales

Key Terminology and Concepts

• Tax-exempt status: Common for nonprofits due to non-profit nature
• Funds: Various types (administrative, agency, unrestricted) for different purposes
• Annual reports: Public-facing financial disclosures
• Assets: Can include real estate, stocks, bonds
• Bylaws: Rules governing the nonprofit, passed by board of directors
• Donors and corporate giving programs: Critical for funding
• Grant lifecycle: Proposal, review, award/decline, evaluation

Dynamics 365 for Nonprofits

• Specialized chart of accounts with industry-specific categories
• Fund tracking: Detailed management of various fund types and codes
• Grant management: Tracking awards, funds, and related transactions
• Loan management: Tracking loan details and balances
• Proposal tracking: Including salary, wages, subawards, and other costs
• Integration with Microsoft Teams and SharePoint for broader access
• Customized dashboards focusing on approvals, tasks, and fund accounting
• Embedded Power BI reports for financial analysis and visualization

AI and Copilot Integration

• Current capabilities:
• Donor information lookup
• Documentation updates (e.g., bylaws revision)
• Event planning assistance
• Bank reconciliation support
• Volunteer coordination
• Upcoming features:
• Advanced data analysis
• Deeper donor engagement functionality

Next Steps

• Reach out to presenters for any questions or clarifications
• Request full presentation deck for comprehensive resource access
• Explore Dynamics 365 nonprofit-specific features for potential clients
• Stay updated on upcoming AI and Copilot features for nonprofits