GeniusX
Non-Profit

Dynamics 365 for Canadian Charities and Non-Profits

Non-profit finance answers to funders, a board, and the CRA, often in three different formats. Business Central tracks restricted and unrestricted funds properly, so grant reporting stops being a manual reconstruction every cycle.

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Where Non-Profit operations break down

The same problems come up again and again:

Restricted fund balances tracked in a parallel spreadsheet outside the accounting system

Grant reporting rebuilt by hand for every funder, in every funder's format

Programme costs and administrative overhead impossible to separate cleanly

Donation and receipting data disconnected from the general ledger

Business Central for Non-Profit

Configured around how non-profit businesses actually operate:

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  • Fund accounting with restricted, unrestricted, and endowment balances tracked in the ledger
  • Grant budgets and spend against them by programme, project, and funding source
  • Programme versus administrative cost allocation with a defensible methodology
  • Board and funder reporting produced from live data rather than rebuilt each quarter

Dynamics 365 Sales for Non-Profit

A CRM built around how non-profit teams actually sell:

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  • Donor and major gift pipeline management with cultivation stage tracking
  • Corporate sponsorship and partnership relationship history
  • Campaign performance by channel and appeal
  • Grant application pipeline with deadline and submission tracking

Dynamics 365 Customer Service for Non-Profit

Support and case management built for non-profit teams:

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  • Enquiry and case management for beneficiaries, members, and volunteers
  • Service delivery tracking against programme outcome targets
  • Volunteer coordination and communication history
  • Knowledge base for frontline staff handling routine questions
Compliance

Built for Canadian Requirements

T3010 Registered Charity Information Return supported by structured programme and admin cost data

Donation receipt records meeting CRA requirements, reconciled to the ledger

Disbursement quota tracking against annual obligations

FAQ

Frequently Asked Questions

Business Central supports true fund accounting, with restricted, unrestricted, and endowment balances tracked as distinct dimensions in the general ledger rather than simulated through departments or cost centres.

Ready to see what Business Central can do for your non-profit business?

Book a call with a GeniusX consultant. We'll listen to how your business runs, ask the questions that matter, and give you a clear picture of what an implementation would actually involve.