Welcome to the TES resource centre. Below, you can download all of our on-demand webinars, factsheets, case studies, press releases and view our video library, all from one central place.
Many charities are worried about missing out on revenue claimed through Gift Aid. Processing Gift Aid declarations and claims can also be challenging; there are many validation steps in order to get it right, and even then manual workarounds aren’t uncommon. In this webinar we will look at how Dynamics 365 delivered by TES can transform your Gift Aid process and support charitable growth.
Developed to broaden and deepen the functionality beyond Dynamics 365 CRM standard charity offerings, TES has strengthened Microsoft’s standard fundraising capability with a series of integrated and preconfigured capabilities in support of a diversified set of fundraising activities. TES delivers proven practice and helps charities to streamline their activities, reducing time and operational cost. TES knows that raising money, particularly in the current climate, is not easy. During this webinar, Adam Sheehan shares how the TES Fundraising add-on-app for Microsoft Dynamics 365 CRM can help with this staple activity, demonstrating how it can assist in managing, supporting and delivering more effectively, for whichever fundraising campaign and method is right for you.
TES’ enhanced grant management solution for charities and not-for-profits provides support for both inbound grant applications and outbound grant awards. Learn how to leverage 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.
Are running fundraising events a major strategy for your charity or non-for-profit organisation? From planning and registration, through to delivery and follow-up, discover how TES’ event management solution provides functionality for a seamless experience for your charity, your volunteers and event attendees.
Many charities rely heavily on the contribution of volunteers, so it is important that volunteers receive the best service and support to ensure maximum benefits for your charity or NFP, the volunteer, and the support beneficiary. With volunteers playing such a vital role in charity events and services, it is important for to closely monitor the statuses of your volunteers. The processes your volunteers must go through to become a volunteer should be easy as well as stringent, and TES’ volunteer management solution helps to make the journey seamless.
Adam Sheehan demonstrates TES’ innovative and comprehensive fundraising solutions to help manage and support charities’ and non-for-profits’ fundraising revenues.
Personalisation is no longer a nice-to-have, your donors, members, volunteers and service users have come to expect it – whether that be tailored recommendations for Charity/ NFP activities and events or a more relevant online experience. Microsoft’s Dynamics 365 CRM Marketing capability provides a set of tools that include artificial intelligence, email and forms builders and features such as AI content builder, website tracking, social media scheduling and engagement scoring. When combined and enabled through your CRM they enable streamlined communications and greater automation of your strategy, with personalisation that enhances your users experience. Join Adam Sheehan as he presents how the Microsoft Marketing Digital Engagement can be used to reach out to your valuable contacts across multiple channels with customised messaging, at any point in the engagement and communication journey.
Developed to broaden and deepen the functionality beyond Microsoft’s standard charity offerings, TES has strengthened the membership capability with a series of integrated and preconfigured capabilities in support of the membership journey. TES deliver proven practice and help Charities and NFP’s to streamline their membership management activities, reducing time and operational cost. Focusing on retaining the valuable membership relationships you hold, Adam Sheehan explains how the TES Membership add-on-app for Microsoft Dynamics 365 CRM can help automate the renewals process and manage communication preferences, protecting existing revenue streams and supporting the personalisation of member engagement to improve the member experience.
Developed to broaden and deepen the functionality beyond Dynamics 365 CRM standard charity offerings, TES has strengthened Microsoft’s standard fundraising capability with a series of integrated and preconfigured capabilities in support of a diversified set of fundraising activities. TES deliver proven practice and help Charities to streamline their activities, reducing time and operational cost. TES know that raising money, particularly in the current climate is not easy. During this webinar Adam Sheehan shares how the TES’ Fundraising add-on-app for Microsoft Dynamics 365 CRM can help with this staple activity, demonstrating how it can assist in managing, supporting and delivering more effectively, for whichever fundraising campaign and method is right for you.
Learn more about the latest releases from Microsoft’s Business Central software and the benefits of using it as a Software-as-a-Service (SaaS) solution. TES’ next webinar, hosted by Nicole Hill and Dan West, will provide an overview of the Business Central roadmap, highlighting the new features and functionalities that have been added to the platform in recent updates. Additionally, this webinar will delve into the advantages of using Business Central as a SaaS solution, including improved accessibility, scalability, and security. Attendees will gain a better understanding of the benefits of using Business Central as a SaaS solution, and learn how to effectively navigate the platform’s roadmap to stay current with the latest updates and features.
In this webinar, Nicole will be discussing how budget holders in your not-for-profit organisation can simplify their financial management with Business Central. By providing self-service tools, Business Central empowers budget holders to have greater visibility and control over their budget. This software makes it easy to track expenses, manage budgets, and make informed decisions about how to allocate resources. Join Nicole to learn how Business Central can help budget holders take control of their financial responsibilities, manage their budget more effectively, and make a bigger impact in your community.
In this webinar, Dan and Nicole will guide not-for-profit organisations through simplifying their end of financial year processes. She will cover topics such as preparing financial statements, completing VAT reconciliations, tracing retained earnings by fund, and preparing for year-end audits. Additionally, Nicole will discuss strategies for looking ahead to the future and planning for the upcoming year. Attendees will learn practical tips for ensuring a smooth end of financial year. Overall, this webinar will provide valuable information for not-for-profit leaders and financial professionals looking to streamline their end of financial year processes and plan for the future.
Join Dan, as he talks through the native interoperability between Business Central and Power BI, and walk through some example of how we have seen Power BI utilised with Business Central.
Join Dan and Claire as we explore some of the new features available in the latest release of Business Central. In this release we have seen a real focus from Microsoft to simplify the onboarding process for organisations, making the migration to Business Central simpler than ever, as well as a few usability features that make the application even more intuitive.
Join Joe, Dan and Naomi, Solution Specialist for Business applications at TSI, as they walk you through how implementing Microsoft Dynamics 365 Business Central through TES’ accelerator approach can springboard your organisation’s digital transformation journey… potentially before the new financial year.
Dan West demonstrates TES’ Multi-Company + functionality for Microsoft Dynamics 365 Business Central. Exploring the complications associated with maintaining data in multi company environments, saving your team time and improving the accuracy of your data. During this demonstration we will also review how this solution will enable your team to review consolidated data LIVE and to a per entry level, enabling your users to be more effective in their decision making.
Discover how vendor bank account security enhances the workflow of Microsoft Dynamics 365 Business Central when updating or creating supplier bank account details. TES is discovering that more charity and non-profit organisations are being targeted for fraud purposes, with audits requiring a greater level of system security around the process. This is where TES comes in with a reliable security option.
Join TES’ Joe, Dan and Solution Specialist for Business applications at TSI, Naomi as they demonstrate how implementing Microsoft Dynamics 365 Business Central, through TES’ accelerator approach can accelerate your charity’s or NFP’s digital transformation journey.
Robin Parkin explains how the Document Approvals add-on-app for Microsoft Dynamics 365 Business Central assists the rollout of the finance system to your organisations’ budget holders.
Robin Parkin demonstrates how Continia Expense Management, a Dynamics trusted add-in feature for Business Central, can streamline the expense process. Using a free to download app on the phone or web-based app, your employees, volunteers and stakeholders can enter expenses and mileage claims together, supported simply by photos of receipts. This highly flexible add-in allows for configurable expense types, approval processing and multiple car schemes which support the HMRC FPCS rules.
Robin Parkin presents a Practitioner’s Guide to utilising best practice tools aligned to Charities SORP, designed for charity trustees, treasurers and finance personnel who understand the strict demands of charity administration and financial reporting requirements. Robin describes the challenges associated with Charities SORP accounting including the SOFA, and how to simplify this process using Business Central’s inbuilt financial reporting capabilities and, building on this, how it is possible to generate a complete set of SORP compliant accounts at the touch of a button using the Jet Reports add-in for Excel.
Charity trustees are ultimately responsible for ensuring that all VAT claims are correct and the implantation of Microsoft’s Dynamics 365 Business Central (BC) functionality provides core functionality to help automate this process. However, Business Central doesn’t support the concept of partial VAT, and as a core challenge to a Charities ability to ensure reporting is correct, and taking full advantage of the exemption benefits TES have enhanced the BC functionality to enable charities to claim back percentages of a return individually. Join Robin Parkin to understand how BC and TES can help you get the most out of your VAT returns, while not compromising the accuracy of reporting compliance.
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.
