Dynamics 365 for Nonprofits | Sunrise Technologies

Your nonprofit organization exists to make a difference—but is your technology standing in the way? Challenges like disparate data, siloed systems, complex processes, and resource constraints can hinder nonprofit organizations' ability to maximize their impact. Sunrise is a Microsoft Partner with experience implementing ERP, CRM, and BI solutions for nonprofit and mission-driven organizations worldwide. With over 400 successful go-lives and decades of experience in supply chain, distribution, and retail, Sunrise brings a deep understanding of operational complexity. We help organizations implement solutions to streamline operations, unify data, and drive efficiency—ensuring your resources go further and make a greater impact.

WE'RE ON A MISSION. JUST LIKE YOU.

Nonprofits work tirelessly to create meaningful change, but managing operations, fundraising, and financials shouldn't stand in the way of your mission. That's where we come in. Our nonprofit industry solution combines the power of Microsoft Dynamics 365, Sunrise's deep expertise, and the flexibility of the Microsoft Cloud to help organizations like yours streamline operations, unify data, and maximize impact—so you can focus on making a differerence.

Simplify Operations with Supply Chain Management
  • Offer endless flexibility with different items (kits, bundles, customized items like monogramming, fixed and variable kits with swap out items and freebies, the list goes on!)

    Optimize donation and inventory tracking. Gain real-time visibility into donated goods, supplies, and inventory levels to ensure resources are distributed efficiently.

  • Extend the lifetime customer value with recurring continuity programs, auto delivery or auto ship for apparel item-of-the-month clubs or recurring cosmetics items

    Enhance procurement and vendor management. Manage supplier relationships, track spending, and ensure cost-effective procurement of goods and services to maximize available funding.

  • Improve fulfillment and lower costs by turning every store into a distribution center

    Reduce waste and improve sustainability. Forecast demand, track perishable goods, and minimize excess inventory to ensure resources are used effectively.

Manage Financials and Funding with Confidence
  • Ensure people only receive relevant information with personalized, role-tailored dashboards designed specifically for individual jobs

    Ensure cost efficiency and maximize funding. Automate expense tracking, optimize procurement, and streamline accounting processes to reduce administrative overhead and stretch resources further.

  • Visually display data captured from every channel as well as third party sources (including social) and turn insight into action

    Improve budgeting and forecasting. Use AI-driven insights to plan for future funding needs, manage cash flow, and align financial strategies with organizational goals.

  • Gain real-time insights into products, departments, store associates, and store performance to maximize revenue

    Enhance transparency and accountability. Provide stakeholders, donors, and board members with clear financial insights through real-time dashboards and reports.

Turn Supporters into Advocates with Connected CRM
  • Put sales history, transaction details, and wish lists at your associates’ fingertips

    Build lasting donor and constituent relationships. Track interactions, preferences, and giving history in a centralized system to personalize engagement and strengthen long-term relationships.

  • Open new avenues for sales with mobile POS capabilities, like associates coming to the customer for transactions or the creation of “pop up” stores for holidays and events

    Improve case management for service-based nonprofits. Manage requests, track services provided, and coordinate outreach programs with a unified view of constituents.

  • Bring online details about customers into store with a single platform where the POS is the ERP

    Enhance engagement with omnichannel communication. Connect with donors, volunteers, and beneficiaries through email, chat, and SMS—all from one integrated platform.

Work Smarter, Not Harder with Power Platform
  • Make it easy for sales, marketing, and customer service to deliver delightful experiences

    Turn data into impact with Power BI. Tell your organization's story with data and create real-time dashboards and reports to track fundraising performance, program outcomes, and donor engagement.

  • Engage customers, win sales, and build loyalty with complete, consistent views of customers

    Build custom apps with Power Apps. Empower employees to create their own solutions, securely within your Microsoft tenant.

  • Manage opportunities, the sales process, and customer cases while stay connected as a team with Skype, Yammer, and OneNote integrations

    Automate repetitive tasks with Power Automate. Streamline workflows like donor acknowledgments, volunteer onboarding, and grant application processing to reduce manual work and improve efficiency.

WHAT YOU GET WITH DYNAMICS 365 FOR NONPROFIT

When you choose us to implement Dynamics 365, you're not just getting an ERP and CRM solution built for the complexities of nonprofit operations—you're getting a unified platform designed to help you maximize impact. From financial management and donor engagement to grant tracking and program oversight, Dynamics 365 brings all your critical data together in one place. Gain real-time insights, automate manual processes, and ensure resources are allocated where they're needed most. And with Sunrise Technologies as your partner, you'll work with a team that understands the unique challenges nonprofits face—helping you operate more efficiently, stretch funding further, and focus on what truly matters: your mission.

Sunrise IP for Microsoft Dynamics AX

DOES YOUR NONPROFIT OPERATE IN A SPECIFIC INDUSTRY?

Sunrise is an experienced Microsoft technology partner. We are well-versed in the challenges, processes, and best practices across several industries:

READY TO TAKE THE NEXT STEPS WITH DYNAMICS 365 AND SUNRISE?

Contact us today for a free consultation. A smooth migration to Dynamics 365 can future-proof your organization while reducing costs and improving efficiency. Our experts will help you map out a cost-effective path forward and give you a blueprint for a successful ERP project.