×

TES Add-on Apps

TES Add-on apps expand on the functionality of your Microsoft Dynamics 365 solution.

TES has spent valuable time with customers to design and develop Add-on apps that appease your charity or not-for-profit’s organisational challenges, ensuring every solution is tailored to very specific requirements. Use the filters below to find your perfect add-on.

Filter Add-ons:

TES Microsoft Cloud for Nonprofit Fundraising & Engagement Advanced Pack

TES Microsoft Cloud for Nonprofit Fundraising & Engagement Advanced Pack

  • CRM

Manage your incoming funds

The TES Microsoft Cloud for Nonprofit Fundraising & Engagement Advanced Pack builds on and extends the capability of the core Microsoft product in the following ways:

  • Greater capabilities for automated income recording by integration to a range of industry leading donation platforms
  • Extensive functionality supporting Gift Aid capture, processing and reporting to HMRC that will maximise your claim and also make claiming easy
  • An enhanced donation thanking process that will provide a personalised engagement experience to your donors
  • Full automation of the recurring donation process through integration with industry leading DD service providers
TES Membership Management

TES Membership Management

  • CRM

Grow your member base

The Membership Management App provides a platform by which an organisation can configure and deliver a range of membership schemes. The system fully automates the payments and renewals process, ensuring efficiency in your team and maximum member retention. Functionality is provided for promotions, gifting memberships and referral schemes, which ensure your charity/not-for-profit provides a compelling membership offering.

TES Case Study Management

TES Case Study Management

  • CRM

The Case Management App provides charities with the ability to effectively manage inbound communications from contacts. Cases can be attributed priorities, classified, and assigned to individuals or teams within the organisation, ensuring the most efficient processing.

TES Subscription Management

TES Subscription Management

  • CRM

Gain more clarity over subscriptions

Many charity and not-for-profit organisations distribute regular publications on a subscription basis. The TES Subscription Management App provides the ability to sell specialised products that are provided on a regular basis to multiple contacts.

TES Grant Management

TES Grant Management

  • CRM

Control both inbound and outbound grants

The Grant Management App provides organisations with the ability to support both inbound grant applications and outbound grant awards. It leverages the core CRM capabilities of the system to support all grant activities with an audit log of communications, scheduled activity planning and storage of linked documents.

TES Fund Management and Donor Reporting Icon

TES BC Fund Management & Donor Reporting

  • Business Central

Manage your funds and simplify reporting to donors

By leveraging the unrivalled flexibilities that Business Central natively offers organisations in terms of dimensions, in turn this makes managing your restricted and designated funds easier, whilst improving your ability to report back to donors accurately.

We recognise that for a process that is so important, organisations are often left needing to manage such activities out-of-system with sophisticated spreadsheets and is often treated as a hindrance, rather than a driver. This App allows organisations to accurately reflect their fund usage, without passing the burden to end users who aren’t always necessarily aware of the data required to carry out such activities.

TES BC NFP Advanced VAT Management

TES BC NFP Advanced VAT Management

  • Business Central

Extend your control over VAT

The standard functionality of Business Central does not have a concept of partial VAT recovery against different programmes.

This TES IP enhances standard Business Central so that you can set up partial VAT recovery against GL Accounts and dimensions, and choose what percentage to claim back on your VAT returns. The remainder of the VAT amount can be configured to post back to the expense account where the posting was coded to or a single Expense VAT account in the profit or loss.

TES BC Fraud Prevention

TES BC Fraud Prevention

  • Business Central

Control your supply chain

Throughout our engagements within the charity and not-for-profit sector, TES acknowledges the real risk of organisations being targeted maliciously, and as such we have created a solution to reduce the risks associated to such attacks.

The Fraud Prevention functionality from TES ensures your suppliers are appropriately vetted before engaging with them. In addition, a full audit trail of the configuration of suppliers is tracked, ensuring your organisation can reduce the risk of malicious attacks.

TES BC Advanced Budget Management

TES BC Advanced Budget Management

  • Business Central

Empowering budget holders to make effective decisions

Leveraging the native transportability of the Dynamics platform, TES’ BC Advanced Budget Management gives budget holders the data they need in the palm of their hands.

By providing budget holders with live useful data, they are able to see their budgetary performance, their committed spend and open documents. Budget holders are therefore able to make decisions in a timely fashion to further drive your organisation’s social impact.

This functionality allows organisations to apply their approval policies in a systemised fashion, whilst providing end users with a simplified interface to ensure that documents are raised accurately, reducing the month-end tidy up that most finance teams are accustomed to. TES offers the most comprehensive charity/not-for-profit solution for budget holders and your finance team alike.

TES BC Automated Accruals

TES BC Automated Accruals

  • Business Central

Identify and post your accruals… automatically

Understanding the nominal nature of charity or not-for-profit organisations’ purchases, we are familiar with the tedious month-end accruals that finance teams endure. Our solution reduces the out-of-system identification of accruals and automatically creates the corresponding journal, maintaining the analysis details so that your data remains accurate.

The automated accruals functionality both reduces the time taken to create and post your accruals, and ensures that interested parties have accurate information when reviewing reports, reducing the time taken on accruals at month-end.

TES’ solution provides organisations with process automation, yet leaves you in control, leaving your finance team with more time to best support the wider organisation in achieving their strategic goals.

TES BC NFP Advanced Reporting Pack Icon

TES BC NFP Advanced Reporting Pack

  • Business Central

Reporting and analysis how and when you need it

Dynamics Business Central boasts fantastic reporting tools such as account schedules, analysis by dimensions, and charting, which can be pinned to your role centre, providing a self-service to reporting and analysis.

TES’ NFP Advanced Reporting Pack makes accessing reports and analysis even quicker, by allowing organisations to “save” reports for quick access across any device, as well as provide the capability to analyse trends and data from other lines of business applications within Business Central by leveraging Power BI. This functionality removes the barriers to data that the sector often is forced to put up with.

TES BC Property Management

TES BC Property Management

  • Business Central

Gain a clearer vision over your property

TES’ BC Property & Rent Management app extends standard Business Central functionality to handle rent management and property management within Business Central, removing the need for out-of-system input.

This app provides organisations with the capabilities to manage charges ahead of time, maximise property income, manage direct debits, manage tenancies, track property maintenance and compliance, manage central document storage, monitor maintenance alerts, undergo tenancy interaction management, and manage automated funding agreements.

By leveraging the robust framework of the Dynamics platform, users of the BC Property & Rent Management features can access the application from their phone or laptop, meaning that all interested parties have a clear understanding of the current standing of any property.

TES Order Management

TES Order Management

  • CRM

Consolidate your order processes

With TES’ Order Management App, you can consolidate your e-commerce and telephone/postal ordering processes into your central CRM system powered by Dynamics 365 and Power Platform, delivered by TES. We have identified the need for charities and not-for-profit organisations to consolidate order processing for efficient data management and a better experience for your customers.

This functionality is ideal for the consolidation of e-commerce, telephone and postal orders into your centralised CRM for fulfilment processing.

Greenhouse Gas Reporting

Greenhouse Gas Reporting

  • Business Central

TES’s Greenhouse Gas Reporting App gives organisations the ability to easily record, track and report on their Greenhouse Gas and other emissions to meet their stakeholder and Streamlined Energy and Carbon Reporting (SECR) requirements.

TES understand that many organisations are either required by legislation, due to their size or are wanting to work to best practice by calculating and reporting their Greenhouse Gas and Energy usage. The new GHG Reporting App functionality is built to be completely embedded within the rich and scalable platform that is Microsoft Dynamics Business Central to make the process simple and real-time.

Easily track, record, and report your emissions in real-time with Microsoft Dynamics Business Central. Capture data effortlessly and meet SECR requirements with powerful features:

  

  • System Configuration: Map activities to reportable CO2e and KWh effortlessly.
  • Capture Information: Integrate data input into standard processes for error-free reporting. 
  • Customized Reporting: Modify prepopulated templates for specific needs and easily filter data. 
  • Data Visualization: Access a standard Power BI dashboard for dynamic and visual real-time reporting.
TES Power BI Charity Finance Dashboard

TES Power BI Charity Finance Dashboard

  • Business Central

Powerful visualisations to make informed decisions

Our Power BI Finance Charity Dashboard is a powerful suite of tools designed to streamline financial data analysis and reporting for not-for-profit organisations of all sizes directly from Business Central. With this set of reports you will be able to:  

  • Have data driven insights, enabling you to make strategic decisions helping your charity forward.  
  • Increase efficiency and accuracy, as the monthly/quarterly/yearly manual building of reports is reduced to hitting ‘refresh’.  
  • Increase transparency, as you can easily communicate financial performance to your organisation, trustees, funders and other stakeholders.  
  • Tailor the standard dashboards to the needs of your charity (see also our BI and Reporting Enablement Service).  
  • Plan your strategy by leveraging historical data and forward-looking forecasts, so that you can realign the direction of your organisation when it’s not too late.

Trusted by

We’ve been working with charities and not-for-profits for 20 years. See below for a selection of our third sector partners.

TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps
TES Add-on Apps

The first choice for the UK’s leading charities

TES is proud of the fantastic feedback that we get on a day-to-day basis from our charity and not-for-profit partners.

Thank you for the interesting permissions and security webinar. It was good to have all the information in one place and has given me a few things to think about.

Ali Stellings

Financial Controller

Barts Charity

TES delivers best-in-class processes for your healthcare organisation
Really informative and great to be in the room with other users.

TES4Charities

Seeing how all the systems interconnect sparked ideas for transforming our system.

TES4Charities

Lots of high value content efficiently condensed. Good options for breakouts. Well run.

TES4Charities

For someone starting or thinking of working with TES, it gives a good overview of what will come, for those already with TES, it inspires ideas.

TES4Charities

The event was very helpful and informative. The TES staff were knowledgeable and friendly.

TES4Charities

Overall, it was a great event with relevant and interesting material. Also a fantastic networking space.

TES4Charities

I found the afternoon workshops really helpful. My understanding of the one platform has increased. From listening to others I was also made more aware of how much we are trying to do in one go.

TES4Charities

I’ve had a really good experience with the Support Team: I’ve raised quite a few cases and I’ve quite possibly annoyed them a bit, but they have all been incredibly helpful. I really like your ticketing system (Service Now) too.

Chris Morgan

IT Manager

Design Council

Design Council
One of our members of staff wanted to reduce their working week from four to three days, but it was just not possible with our current workload. With the implementation of Business Central we save so much time in our processes that we are now in the position to reduce her days!

Ayelet Fisher

Head of Finance

The Sick Children’s Trust

Market leading solutions designed for the children and youth charity sector

Start your journey with TES.

TES is the charity expert. No other Microsoft Dynamics Partner is focused exclusively on the charity/not-for-profit sector. Speak to our team about your needs and discover what we can do together.

TES will get you there.

TES Staff - Claire Irving

Start your digital transformation process with TES today.

Whether you’d like to arrange an informal chat, a free demo or discuss a potential project, our team of charity and not-for-profit digital transformation experts are always on hand.

One mission
One platform
One partner

TES Add-on Apps