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Nonprofits & Fund Management

Dynamics 365 for nonprofits: grants, funds and donors you can account for.

Business Central and Finance & Operations keep restricted and unrestricted money apart, track spending against every grant and produce the reports funders and boards ask for.

Illustration shows example data.

Industry challenges

Challenges we solve for nonprofits and fund management

  1. 01

    Restricted funds mixed with general funds

    Spending against a grant is tracked in spreadsheets outside the ledger.

    With Dynamics 365: Funds and grants on every transaction, with restrictions checked as you post (Fund & Grant Management).

  2. 02

    Funder reports take weeks

    Every funder wants a different format and period.

    With Dynamics 365: Reports built on fund and grant dimensions, ready for each funder.

  3. 03

    Budgets by program aren't visible

    Program managers can't see spending against their budget.

    With Dynamics 365: Budgets by program and fund compared with actuals in the system.

  4. 04

    Donor and finance data disagree

    Donations sit in a separate database that never quite matches the books.

    With Dynamics 365: Donors and pledges managed alongside the general ledger.

Dynamics 365 Business Central

Business Central for nonprofits and fund management

Usually fits: Most charities and nonprofits, especially with our TSL Labs nonprofit app adding grants, funds and donors to Business Central.

  • Dimensions for funds, grants and programs

    Every transaction tagged by fund, grant and program, so restricted money stays traceable.

  • Projects for grant budgets

    Each grant set up as a project with its budget, so spending against it is visible at any time.

  • Approval workflows

    Expenses and purchases approved by program or budget holder before they are posted.

  • Board and funder reporting

    Financial reports and Power BI dashboards built for non-finance board members.

Dynamics 365 Finance & Operations

Finance & Operations for nonprofits and fund management

Usually fits: Large international NGOs with many country offices, currencies and legal entities that need consolidated reporting.

  • Multi-entity and intercompany

    Country offices and affiliates as separate legal entities, with intercompany accounting and consolidation.

  • Multi-currency

    Grants received and spent in different currencies, with revaluation and exchange-rate history.

  • Budgeting and budget control

    Program budgets planned centrally and enforced on purchases across every office.

  • Project management and accounting

    Grant-funded projects with contracts, budgets, costs and funder billing in one place.

Not sure which one fits?

Our advisory service compares both against your processes, size and growth plans.

FAQ

Questions from nonprofits and fund management

Business Central or Finance & SCM for nonprofits and fund management?

Dynamics 365 Business Central usually fits most charities and nonprofits, especially with our TSL Labs nonprofit app adding grants, funds and donors to Business Central. Dynamics 365 Finance & SCM usually fits large international NGOs with many country offices, currencies and legal entities that need consolidated reporting. Our advisory service compares both against your processes.

Which TSL Labs extensions are most relevant?

For this sector we usually start with Fund & Grant Management, Xero Bills Connector and Multisource Exchange Rate Management. Every extension has its own page with features, documentation and a demo request.

Can you move us from our current system?

Yes. We upgrade from Dynamics GP, NAV and AX and move businesses off spreadsheets or older accounting systems, with a data migration plan agreed before cutover. See GP, NAV and AX upgrades.

How long does an implementation take?

A standard Business Central implementation typically goes live in 6–10 weeks, and Finance & SCM typically takes 13–17 weeks. We confirm scope and timeline before any configuration starts.

Free consultation

Talk to a consultant who knows nonprofits and fund management

Book 30 minutes, or send a short note about how you work today. We will tell you honestly whether Business Central or Finance & SCM fits, and which TSL Labs extensions are relevant.

Book a 30-minute consultation →

Talk to us about Dynamics 365 for nonprofits and fund management

We'll help you choose between Business Central and Finance & Operations, and show how it fits the way you work.