Why Microsoft

CRM for NFP is built on Microsoft Dynamics 365 and Power Platform. This means you benefit from enterprise-grade technology, continuous innovation, and seamless integration with tools your team already uses.

Built on Microsoft Dynamics 365 & Power Platform

Enterprise-grade infrastructure trusted by regulated sectors worldwide. Australian data hosting, enterprise security, and proven scalability without the cost and risk of custom builds.

Dynamics 365 & Power Platform foundation

Microsoft Dynamics 365 is an enterprise-grade platform used by organisations worldwide. CRM for NFP is purpose-built on this foundation, which means:

Proven technology with ongoing Microsoft investment in capabilities and security
Regular platform updates and new features without needing to rebuild your system
Scalability to support organisations from small teams to large multi-service providers
Integration with the broader Microsoft ecosystem your organisation likely already uses

Security and scalability

Enterprise-grade security

Microsoft invests heavily in security infrastructure, compliance certifications, and threat detection. Your data benefits from the same protections used by large enterprises.

Australian data hosting

Data is hosted in Microsoft's Australian datacentres, providing local data sovereignty and compliance assurance for Australian NFPs.

Scales with your organisation

The platform is designed to handle growing user numbers, data volumes, and complexity without performance degradation.

Compliance certifications

Microsoft maintains certifications for ISO 27001, SOC 2, and other standards that support your governance and audit requirements.

Ecosystem integration

CRM for NFP integrates seamlessly with Microsoft tools your organisation likely already uses:

Outlook integration

Track emails directly from Outlook. Link emails to client records, cases, or enquiries. See CRM context without switching applications.

Outlook calendar integration

Synchronise appointments and meetings between CRM and Outlook calendar. Schedule client meetings and case reviews with full calendar visibility.

Teams collaboration

Integrate with Microsoft Teams for internal collaboration. Share case context and collaborate on client support without leaving Teams.

SharePoint documents

Store and manage documents in SharePoint while linking them to client records, cases, or programs in the CRM.

Excel reporting

Export data to Excel for custom analysis or use Power BI for advanced reporting and visualisation.

Office 365 authentication

Use your existing Office 365 accounts for CRM login. No separate password management required.

Future-ready platform

Building on Microsoft's platform means your system can evolve as your needs change:

Continuous updates: Microsoft regularly releases new platform capabilities that CRM for NFP can leverage
Integration options: Connect with other systems (accounting, website, specialist tools) using standard APIs and connectors
AI and automation: Benefit from Microsoft's investment in AI capabilities like Copilot without requiring custom AI development
Mobile access: Use the platform from mobile devices via Microsoft's mobile apps for field-based or remote work
Power Platform tools: Extend the system using Power Apps, Power Automate, and Power BI without custom coding

Configuration, not custom development

Because CRM for NFP is built on a configurable platform rather than custom-coded from scratch:

Faster implementation

Configure the platform to match your processes rather than building everything from the ground up.

Lower total cost

Benefit from shared platform investment rather than bearing the full cost of custom development and maintenance.

Easier to maintain

Platform updates are managed by Microsoft. You don't need to maintain custom code or worry about technical debt.

Adaptable to change

Reconfigure processes, add fields, or adjust workflows as your organisation's needs evolve without rebuilding.