Enhanced Finance Management through D365 for a British Charitable Organization

Case-Study_Charity-everglow

Enhanced Finance Management through D365 for a British Charitable Organization

When it comes to finance management, there is no space for mediocrity. To productively coordinate the incoming donations, claim processing and investments, the client required to implement D365 for finance and operations.

Client Requirement

Financial affairs can be hectic when there are multiple transactions being processed at once. For a charity organization, there are various fundraising events and donations from different sources which require prudent distribution and investment. The client required a software which supports complex procedures in donation management for charity events. D365 for finance and operations has special functionalities developed specifically for handling multiple processes involved in finance and operations management.

Solutions

The humongous flow of donations in a successful charity needs technical aid for effective management of financial affairs. D365 for finance and operations facilitate informed decision for judicious transfer and investment of money. The predefined OOB features and easy integration with other systems define D365 as a sage CRM partner. After analyzing the client’s business characteristics, Nalashaa’s CRM team suggested integrating Azure Cloud Service with D365 to handle bulk operations which involves unlimited users, unlimited donations, donation splits, online donations and investments. The implementation and integration process was completed in 10 months equipping the client with improved donation management system.

Unified Operations

Elevated Financial Performance

Agile Event Coordination

Technology Stack

  • D365
  • .Net
  • JavaScript
  • HTML
  • CSS
  • Azure Cloud Service