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TES has designed the perfect tools for meeting the daily challenges of charities and not-for-profits.

TES Staff - Adam Sheehan

TES Events

TES is pleased to announce its latest series of events. The topics are heavily influenced by a desire to inform and educate viewers on how to get the most out of their Microsoft Dynamics 365 solutions.

The series of events will take a deep dive into the functionality, features, and benefits of the TES Add-on Apps. TES Add-on Apps expand on the functionality of your Microsoft Dynamics 365 solution and a lot of time and research has been spent alongside customers to design and develop these apps in accordance with several different organisational challenges. These apps ensure that every solution is tailored to very specific requirements and this series of events is your opportunity to get up to speed on the latest developments.

Take a look at upcoming events and register your place below.

One mission. One platform. One partner.

Our upcoming events

Continia Payment Management For NFPs

Continia Payment Management For NFPs

12th March 2024 at 11:00am

Hosted by Martijn Holterman, Partner Manger, Continia, Nicole Hill, TES BC Product Specialist & Sue Durnall Customer Success Manager at TES

Join us for an TES/Continia expert webinar tailored for charities, as we explore the transformative capabilities of the Continia Payment Management Application. With transparency and efficiency of payments paramount, this powerful application offers NFPs a streamlined approach to financial operations. We’ll share how Continia’s solution simplifies payment processes, reduces manual efforts, and enhances financial visibility, allowing your organisation to focus more on its mission.

Learn first hand from Martijn, Nicole and Sue as they showcase the application’s user-friendly interface, robust security features, and seamless integration with existing systems.

Register now to discover how Continia Payment Management Application can empower your charity to navigate the complexities of financial transactions with ease and precision.

Microsoft Dynamics CRM – Is Your Charity Missing Out?

Microsoft Dynamics CRM – Is Your Charity Missing Out?

21st March 2024 at 12:00pm

Join our CRM NFP expert Adam Sheehan for a snapshot view of how the latest updates and features of the Dynamics CRM platform can positively impact your Charity.

From enhancing donor engagement to optimising digital transformation, Adam will share insight into new features such as advanced analytics for better decision-making, seamless integration with other Microsoft products, and enhanced security measures to safeguard sensitive donor data.

Gain insights into how Microsoft Insight can empower your organisation to achieve its mission more efficiently and effectively than ever before. Don’t miss out on this opportunity to harness the full potential of Microsoft Insight for your charity’s success. Register now and stay ahead.

Unlocking Financial Efficiency for Charities: Navigating VAT for NFPs

Unlocking Financial Efficiency for Charities: Navigating VAT for NFPs

27th March 2024 at 11:00am

Join TES’ Business Central VAT expert, Nicole Hill as she delves into TES’ comprehensive Partial VAT exemption solution, Built for the not-for-profit sector. Charities often grapple with VAT complexities regarding partial exemption, and TES’ Enhanced Partial VAT solution simplifies the process, addressing administrative challenges associated with VAT. Ultimately reducing the risk of inaccurate VAT reporting and the time associated with your VAT calculations.

Discover how our solution ensures compliance within various HMRC agreements for charities and not-for-profits, directly within Business Central. The emphasis on automation minimises the need for adjustments to VAT and GL accounts outside of the system, including any associated Excel add-ons.

Our comprehensive approach involves retroactively updating VAT and GL accounts affected by Partial VAT within Business Central. Additionally, the system can be configured to expense VAT immediately upon transaction posting or at the end of a period to align with your processes. This webinar offers practical insights to enhance your financial processes and navigate VAT more efficiently in the context of charitable organisations. Register now to secure your spot and gain valuable perspectives on VAT management.

On demand events

Our previous events are available on demand! You can request access to the recording of any of our events below. You can also access our handy factsheets which give you a useful summary of the features covered in each event.

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Decoding Digital Strategy: Frameworks for Successful Transformation

Decoding Digital Strategy: Frameworks for Successful Transformation

Join us to explore the essential building blocks of a Digital Strategy with Chris Wilson, TES CTO. Chris will share expert insights into the consequences of operating without a Digital Strategy and its significance in today’s landscape.

You’ll gain insights into the initial steps to kickstart your Digital Strategy, the technical dimensions at its core and the organizational infrastructure which is crucial for successful implementation.

TES is the leading digital transformation partner for NFPs and expert in creating and delivering strategic frameworks for success.

The Digital Transformation Charity Checklist – Crafting a Blueprint for Success.

The Digital Transformation Charity Checklist – Crafting a Blueprint for Success.

In the ever-changing digital landscape, maintaining a forward-thinking stance is paramount for organizations devoted to creating positive change. Join us as we lead you through a transformation checklist specifically designed for the charitable sector, delving into crucial aspects of digital transformation.
We’ll also share valuable insights into the 2023 TES/Charity Digital – The Future of Digital survey results, offering a deep dive into the challenges faced by charities in adopting a digital transformation strategy. Explore a practical four-point framework to effectively address these challenges. Learn firsthand about the most pressing obstacles experienced by your peers in the nonprofit sector and discover the tools they employ to overcome them.
Whether you’re well into your digital journey or just embarking on it, this webinar provides a unique opportunity to glean valuable feedback from your NFP colleagues. Uncover the intricacies of navigating the digital age while maximizing your charitable impact. Don’t miss out—register now.

TES Enhanced Budgets in Business Central

TES Enhanced Budgets in Business Central

We are excited to invite you to our upcoming webinar on TES Enhanced Budgets in Business Central. Join us as we unveil the latest enhancements to our TES IP for our Charity and Not for Profit partners. During this session we will demonstrate how the budgeting process in Business Central can empower your organisation to elevate your budgeting process to achieve more accurate forecasts, streamlined workflows, and data driven insights.

Fundraising on the Microsoft Dynamics Platform with TES CTO Chris Wilson

Fundraising on the Microsoft Dynamics Platform with TES CTO Chris Wilson

The Microsoft Dynamics platform offers a range of capabilities that can support an organisation in their fundraising function.
In this webinar we will provide an overview of the tools that can be used to manage your existing supporters and also attract new donors to your charity. We will also highlight how an integrated solution, based on the Dynamics platform, can drive efficiencies in the organisation that enable you to maximise focus on your mission objectives and also take advantage of a wide range new technology options that are apparent in the sector at this time.

Agenda:
The Microsoft toolset supporting fundraising
The TES value-add to core Dynamics platform
Complementary tools and technologies to support fundraising for Dynamics users
Reaching out and engaging with you constituents
Opportunities & efficiencies in your fundraising platform

A Partnership for Successful Digital Transformation - Your Selection Criteria

A Partnership for Successful Digital Transformation – Your Selection Criteria

The 2023 TES Charity Digital Survey – Embracing Digital results are now live, on this Webinar we’re going to share the Top 5 .

Selecting the ideal partner for your charity’s Digital transformation is crucial. How do you know that they have a proven track record in implementing solutions for nonprofits? Can you ensure they understand your unique challenges and can maximize the positive impact on your organization and the social impact you drive?

At this webinar we’ll deep-dive into the top 5, and provide tips & tricks on how to get the information NFP colleagues ranked as the most important when selecting a digital partner.

From data to impact: cracking the code of charity reporting strategy

From data to impact: cracking the code of charity reporting strategy

In this exclusive webinar tailored for charity and non-profit (NFP) organisations, we explore the components of a robust reporting strategy, specifically designed to cater to the unique needs of the charity sector. Join us as we unveil the three fundamental layers that form the cornerstone of an effective NFP reporting framework: comprehensive data gathering, insightful analysis, and impactful visualisation. Learn how to harness the true potential of your data to drive informed decisions, optimise resource allocation, and demonstrate the value of your charity’s initiatives. This session is a must-attend for charity/NFP leaders and analysts seeking to leverage data for greater social impact and organisational success. Embrace the power of data-driven transformation and elevate your NFP’s reporting to new heights!

What’s New in Business Central that benefits your charity?

What’s New in Business Central that benefits your charity?

Join our “What’s New in Business Central 2023 Wave 2 Release” session, which will explore the latest top new features in Business Central including new enhancements and capabilities that will benefit the charity and not-for-profit sector. We will also explore new IP solutions released by TES including Enhanced Budgeting and updates on other exciting TES IP features.

Round Table: Spotlight on Hospices

Round Table: Spotlight on Hospices

The purpose of this day is not only to share thoughts, experience and knowledge with TES, but also with other hospices. We are keen to understand the challenges unique to hospices even better and are looking to explore further what does and doesn’t work for them currently. We’d also like to show what an integrated system (from finance to fundraising, from events to charity shop data) can do for hospices. We will also dive a bit deeper into lottery solutions (and integration into relevant systems) as well as AI and how this might support your hospice. For more information, email enquiries@totalenterprisesolutions.co.uk

Charity IT Leaders Conference

Charity IT Leaders Conference

We can’t wait to join the Charity IT Leaders conference in October! Their Annual Conference will cover a host of topics that are relevant to technical roles within the charitable sector, and we’re looking forward to meeting charity IT leaders at our stand. We’ll share with you our One Platform message: forget pricey integrations, clunky uploads, spreadsheet-based imports, falling over APIs and other ways to distil the truth from several platforms. To achieve your mission, you need one version of the truth and you can have it all in one holistic solution, on the Microsoft platform, supported by us. Imagination >> Innovation >> Inspiration *empowered by* One mission. One platform. One partner.

Empower your charity: Unveiling the potential of the Wave 2 Microsoft Dynamics upgrade

Empower your charity: Unveiling the potential of the Wave 2 Microsoft Dynamics upgrade

In this webinar, Chris will take a deep dive into the new features that are coming with the Wave 2 upgrade from Microsoft, and he will focus specifically on which releases are most interesting to charities. Learn how this upgrade will further empower your organisation to make a more significant impact with personalised donor interactions, efficient teamwork, and insightful analytics. Chris will demonstrate how Dynamics 365 Wave 2 can elevate your charity’s effectiveness and he’ll share what AI has got to do with this. Register now!

Deliver on your ESG commitments with automated greenhouse gas reporting

Deliver on your ESG commitments with automated greenhouse gas reporting

We are thrilled to announce our solution in Business Central which allows charities and not-for-profits to steamline their Environmental Reporting! Whether you are legally expected to report in your Energy and Carbon efficiency and intencity, whether you need it when you are applying for grants/trusts or you need it because suppliers ask for it, or whether you simply want to report on your environmental impact because it aligns with your values: we can help you with your greenhouse gas reporting. Join this webinar to learn more about how this functionality in Business Central will allow you to record emissions within the system and produce ready-made visualisations to include in your Annual Report. Everyone is welcome; whether you are just starting on your ESG reporting journey or whether you are reporting on it already: you can save valuable time with this functionality within your finance system!

Finance reporting in charities: piece of cake in Business Central and with our finance dashboards!

Finance reporting in charities: piece of cake in Business Central and with our finance dashboards!

Join our highly informative webinar on ‘Charity reporting in Business Central’ to gain a comprehensive understanding of how to effectively utilise reporting features in Microsoft Dynamics 365 Business Central. In this session, we will explore the key functionalities of Business Central’s reporting tools, such as creating and customising financial statements. Whether you’re a finance professional, or an IT manager, this webinar will give you insights in how to create accurate and actionable reports, enabling data-driven decision-making and better non-profit/charity organisation outcomes. But the real treat is the launch of our Power BI Charity Finance Dashboards and enablement service! Register now and don’t miss this opportunity to enhance your reporting capabilities and unlock the full potential of Business Central.

Transitioning your charity from Dynamics Marketing to Dynamics Customer Insights? These are the next steps!

Transitioning your charity from Dynamics Marketing to Dynamics Customer Insights? These are the next steps!

So you want to know what transitioning from Dynamics 365 Marketing to Dynamics 365 Customer Insights looks like for your charity? Join our webinar! Adam Sheehan will share actionable ‘next steps’ to prepare your organisation for Dynamics 365 Customer Insights by taking a deep dive into its differences and commonalities with the app you know so well (Dynamics 365 Marketing). This webinar will guide you through the transition process from outbound to real time marketing, as well as the licencing considerations you need to be aware of in order to fully transition to Dynamics 365 Customer Insights ensuring a smooth journey to optimise your engagement with your stakeholders, understand the power of real-time stakeholder data, and actionable insights.

From Dynamics Marketing to Dynamics Customer Insights: What is changing for charities?

From Dynamics Marketing to Dynamics Customer Insights: What is changing for charities?

The Dynamics 365 Marketing application is changing: It is merging with Dynamics Customer Insights! Join us as we delve into the upgrades that charities can expect from this change in name, as well as the new features that will be available to you. Our Product Strategist, Adam Sheehan, will discuss what you can expect in the new Customer Insights product and how this might be different from how you are using Dynamics 365 Marketing in your charity today. He will help you make informed decisions around transitioning (including how and when to transition) and will delve into the power of real-time customer data, actionable insights, and personalised marketing strategies.

Round Table: Preparing your charity for the AI revolution

Round Table: Preparing your charity for the AI revolution

For this round table discussion, we have invited a selection of our charity customers to exchange questions, experience, and knowledge on the use of AI within your charity. We know AI is a hot topic at the moment, and we now want to open up the conversation and explore the possibilities. Together with Microsoft Tech for Social Impact who will be joining us on the day, we will discuss how we can use AI to help you make more impact. If you would like to attend our round tables (in general or this one in particular), please follow the link to register your interest.

Securing your data: permissions and security in Business Central

Securing your data: permissions and security in Business Central

Learn the essentials of data protection and access control in Microsoft Business Central in this insightful session: discover how to manage user permissions effectively, maintain audit trails, and identify suspicious activities promptly. Gain valuable insights into implementing segregation of duties to enhance accountability and prevent fraud. Plus, explore best practices for bolstering data security through password policies, multi-factor authentication, and safeguarding sensitive data fields. Join us for a comprehensive overview of securing your business data in Microsoft Business Central.

Keep 'em secret, keep 'em safe: your charity beneficiaries, your people, your system

Keep ’em secret, keep ’em safe: your charity beneficiaries, your people, your system

In today’s digital landscape, safeguarding your organisation’s sensitive data is paramount. Learn from an industry expert, Mike Castle, as he guides you through essential strategies to defend against cyber threats, ensuring the longevity and effectiveness of your charitable efforts. Discover practical tips for securing donor information, preventing data breaches, and maintaining trust. Equip your team with the knowledge to navigate the complex world of cybersecurity confidently. Don’t miss this opportunity to fortify your charitable endeavours in the digital age.

Preparing your charity for the AI revolution with Microsoft Co-Pilot

Preparing your charity for the AI revolution with Microsoft Co-Pilot

Join us for an enlightening webinar as we explore the game-changing potential of Microsoft Co-Pilot in the charitable sector. Discover how this cutting-edge AI technology empowers organisations to streamline workflows, enhance productivity, and maximise impact. Use the Microsoft stack as you know it, take it to the next level, and drive positive change in the world. In this webinar we’ll provide a nuanced view on AI as well as advice on how you can prepare your charity for adopting AI. Don’t miss this opportunity to learn about the power of Microsoft Co-Pilot and amplify your charitable initiatives.

TES4Charities

TES4Charities

The UK’s biggest charity event on digital transformation, TES4Charities. It was a day be packed with thought-provoking presentations, incredible networking opportunities with other charities, hot off the press product updates, engaging stories and experiences from charities, and revealing demonstrations across One Charity Platform. The event was a showcase of how TES leverages the Microsoft platform to empower your charity, enabling you to reach your mission goals.

Fundraising Convention 2023

Fundraising Convention 2023

We’re excited to announce that we’ll have a stand at this year’s Fundraising Convention, the largest in-person event for fundraising professionals in the UK hosted by the Chartered Institute of Fundraising! Come and visit us at to learn more about Fundraising Reporting and how you can make a difference by making the connection. Whether you’re passionate about community fundraising, individual fundraising, or grant receiving/bid writing, our team is here to share inspiring stories and show you how Microsoft and TES can help you achieve your charity’s mission. Connect with like-minded individuals, discover new fundraising reports, and explore exciting opportunities to tackle fundraising challenges.

What you should be getting from your Dynamics partner

What you should be getting from your Dynamics partner

In this session, Joe and Dan will explore the essential elements that your organisation should expect from a Dynamics partner. Discover the value of a charity-focused approach, ensuring that your partner understands and caters to the unique needs of the sector. We’ll emphasise the importance of aligning with your charity’s language and culture for effective collaboration. We will discuss your security concerns, and how TES has invested in implementing robust measures to safeguard your data. Explore the charity-specific functionality available, with a click-through demonstration to showcase its potential and learn about community groups and their role in fostering collaboration and knowledge sharing.

Supercharge your charity's impact with a charity-focused partner

Supercharge your charity’s impact with a charity-focused partner

Join Dan and Joe as they delve into the fascinating world of charity-focused digital partnerships, exploring how it can revolutionise your organisation’s impact. In this webinar, we’ll guide you through key strategies that can elevate your effectiveness. Your security concerns are our utmost priority, and we’ll showcase robust measures to address them. Together, we’ll navigate the complex landscape of reporting challenges specific to the sector, offering tailored solutions that fit your needs. Discover the value of a partner who truly understands charity language and culture, facilitating seamless communication. Let TES be your trusted digital transformation partner, ticking all the boxes for your charity!

Customer Round Table on Charity Reporting

Customer Round Table on Charity Reporting

For this round table discussion, we have invited a selection of our charity customers with whom we would like to exchange experience and knowledge on Charity Reporting. We know reporting is a recurring challenge for charities, and we now want to take the next step in solving this problem. Together with Microsoft Tech for Social Impact who will be joining us on the day, we will explore how we can shape reports and a dashboard that gives the valuable insights that you need to make informed decisions.

Accelerate social impact with TES through Microsoft Cloud for Nonprofit

Accelerate social impact with TES through Microsoft Cloud for Nonprofit

In this webinar, we’ll discuss Fundraising and Engagement, a ready-made application for donor relationship and fundraising management. Our Product Strategist, Adam Sheehan, will provide examples of how to get the best value from your investment in the Microsoft Platform to maximise your social impact. Utilise the latest features from Microsoft, such as gift management and AI, as well as the advanced features available from TES. These features include integrations with widely used platforms in the UK, such as JustGiving and Enthuse, alongside direct integration with the HMRC portal for GiftAid submissions.

TES Customer Update

TES Customer Update

Stay up to date and join our quarterly TES Customer Update! Find out what’s new in the latest spring releases from Microsoft, and hear more about how we can help you even further in managing your system: you spend your time on your business and we will take care of your system with our bundles. Register now to hear all about it!

TES Charity Customer Update

TES Charity Customer Update

Stay up to date and join our quarterly TES Charity Customer Update! Find out what’s new in the latest spring releases from Microsoft, and hear more about how we can help you even further in managing your system: spend your time on making an impact and we will take care of your system with our bundles. Register now to hear all about it!

Book a one-to-one

Whilst events are a great way to get up to speed with the latest developments, TES is aware that every organisation has its own unique challenges and will require expert guidance on how to navigate their own digital transformation journey.

TES encourages those looking to understand more about how Microsoft Dynamics 365 solutions can benefit them specifically to get in touch and book a one-to-one consultation with a TES expert.

Use the form here to register your interest.


    You’re in safe hands with TES.

    Our team of charity experts is here to guide you every step of the way. Nobody knows more about not-for-profits than TES.

    TES will get you there.

    TES Staff - Chris Wilson

    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

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