Over 75% of the D365 CRM functionality delivered was via the combined sector specific, and repeatable capability of Microsoft’s Cloud for Non-profit (MC4N) and their NFP Accelerator, and TES’ own unique IP.
Building on the benefits of the MC4N and the Power Platform in delivering more for less, the solution implemented by TES heavily utilised the Microsoft NFP Accelerator, combined with the low-code capabilities of the Power Platform.
The combined NFP capability with TES’ own predefined IP expedited the timelines of the project and significantly reduced costs in comparison to a traditional bespoke development lead process.
The solution delivered consisted of:
- 49% Standard Dynamics 365 and NFP Accelerator out-of-the-box capability
- 28% Standard TES pre-defined modules, routines and capability for Charities and NFPs
- 23% Tailored configurations and bespoke customisation
The Microsoft NFP Accelerator provided the solution foundation, with TES extending the core data structures to meet the specific needs of the project. The Model Driven Power Apps, PowerApp Portals and process automation through Power Automate Cloud Flows underpinning the seven separate portals of the overall solution.
A major part of the project, and key to the success, was the development and integration of two self-serve portals: one for partner organisations, the other for supporters.
- Regional teams use the partner organisation portal to onboard new partners, and manage existing relationships. This utilises both a model driven app and canvas app while working remotely out on the road. Information gathered during onboarding updates the D365 CRM in real-time, auto-populating all of the new information, removing the need for the previous process for manual uploads.
- With supporters and volunteers being the lifeblood of the charity, the deployment of the Azure B2C supporters portal enables SU to provide a safe and secure framework on which to provide a range of external facing applications and services.
Core features in providing the portal services that SU constituents could self-serve and interact with when they wanted, and how they wanted, included:
- Integrated donation processing including all payment sources plus in-app payments
- Integrated order processing for both in-app orders, ecommerce integration and fulfilment
- Multiple online portals for supporter self-service and operational service delivery