m-hance has worked with the NfP sector for over 20 years. In that time we have helped charities such as Oxfam Ireland and Solent Mind better understand their supporters, improve supporter engagement, enhance their fundraising efforts and increase donations. Join Tory Cassie, our NfP expert, as she provides an overview of our work in the not-for-profit sector and an introduction to NfP 365 Essentials, our recently launched CRM solution designed in line with the needs of small and medium charities.

1. Microsoft Dynamics 365
for small and medium-sized
charities
Tuesday 7th November 2017

2. Welcome
Tory Cassie
NfP Business Development

3. Today’s agenda
10:00 – 10:15 – Welcome - Tory Cassie, m-hance
10:15 – 10:45 – Who are m-hance and what is NfP 365 Essentials? –
Tory Cassie, NfP Business Development
10:45 – 11:05 – GDPR Frameworks and Controls – Fiona Brookes,
Adapta Consulting
11:05 – 11:45 - NfP 365 Essentials live demo - part 1, James Glover,
Dynamics 365 Solution Architect

4. Today’s agenda
11:45 – 12:00 – Coffee Break
12:00 – 12:30 - NfP 365 Essentials live demo - part 2, James Glover,
Dynamics 365 Solution Architect
12:30 – 13:00 – Hector Minto, Senior Technology Evangelist, Microsoft
13:00 – 13:15 - Closing and prize draw
13:15 – 14:00 – Lunch and networking

5. Who are m-hance?
• Microsoft Dynamics Gold Cloud CRM Partner
• Microsoft Managed Account
• Over 20 Years Experience
• 180+ CRM implementations
• Dedicated Dynamics 365 team & NfP focus
• Speakers at Charity Technology Conference, IoF &
Fundraising Live
• Partner with Solgari, ClickDimensions, Scribe & more
• Worked with Oxfam Ireland, Solent Mind & Christian Aid

6. Our Solutions
Managed Service Industry SolutionsIntegration
SharePoint/PowerBI/
Office 365

7. Total end-to-end service

8. • Cloud based Customer Relationship
Management & ERP solution authored by
Microsoft
• Used by millions of users every day
• Providing 360 degree view of account or
contact
• Familiar and easy to use
• Maximum flexibility and extensibility
• Investment and Roadmap
What is Microsoft Dynamics 365?

9. What is NfP 365 and Why NfP 365
Essentials?
• Why more charities are selecting platforms over proprietary systems
• NfP 365 Enterprise and NfP 365 Essentials – a platform based solution
• NfP 365 offers core fundraising functionality ‘out of the box’
• Leverage investment from Office 365
• 100% Cloud based with Microsoft UK Data Centres
• Can extend as your charity grows or evolves
• Quicker and easier implementation – months not years

10. 3rd Party
Donation Sites
Just Giving, Virgin
Money, CAF and
BT
Membership
Sponsorship
Advocacy
Fundraising – Pledges, Donations, Supporters
Major Donors
Relationship Management
Consent and Permissions Management – GDPR and FPS
Gift Aid and Tax Claim
Case and Enquiry Management
Surveys
Legacy Essentials
Inbound Grant Management
Document Management – Basic
Portal
Volunteer or
member portal
Event
Management
Eventbrite
cVent
Integrations
web, financials,
retail, postcode
Donation
Collection
Direct Debit
Rapidata
eMarketing
ClickDimensions
DotMailer
MailChimp
Social
Engagement
Twitter, Facebook,
Instagram
Document
Management
Advanced
Business
Analysis
Deep Dive
Discovery

11. Hugh Walker, Oxfam,
CFO and Corporate
Services Director:
“Several suppliers said
their solutions could be
tailored towards our
needs. However, in
m-hance’s case its
statements were
backed-up by clear,
demonstrable evidence
supported by a
knowledgeable team.“