×

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 organisational challenges, ensuring every solution is tailored to very specific requirements. Use the filters below to find your perfect add-on.

Filter Addons:

Accruals Worksheet

Accruals Worksheet

Sectors
  • Charity & NFP
  • Commercial
  • Public Sector
Solutions
  • Business Central

The standard functionality of Business Central does not post accruals on anything that is not stock related.

The accruals worksheet works with Total Approvals so that all of your organisations’ purchase data can easily be retrieved into a worksheet so that you can post your accrual data.

Document Approvals (Purchasing Portal & My Cost Centres)

Document Approvals (Purchasing Portal & My Cost Centres)

Sectors
  • Charity & NFP
  • Commercial
  • Public Sector
Solutions
  • Business Central

This TES IP allows the rollout of the finance system to your organisations’ budget holders. By using this functionality your budget holders will be able to monitor the spend against their project budget and enter purchase documents for approval workflow against the cost centre/project.

This can be deployed via the web client, tablet or phone client and is designed for the remote users who do not use a finance system every day and who do not have experience in the organisations’ financial coding structure. 

Vendor Bank Account Security

Vendor Bank Account Security

Sectors
  • Charity & NFP
  • Commercial
  • Public Sector
Solutions
  • Business Central

This TES IP enhances the workflow of the system for updating or creating supplier bank account details.

TES is finding that more and more charity and NFP organisations are being targeted for fraud purposes and audits are requiring a greater level of system security around this process.

Expensed VAT / Partial Recovery

Expensed VAT / Partial Recovery

Sectors
  • Charity & NFP
Solutions
  • Business Central

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 dimensions and choose what percentage to claim back on your VAT returns. The remainder of the VAT amount is posted to the expense account where the posting was coded to.

Linked Dimensions (Fund Accounting / Donor Reporting)

Linked Dimensions (Fund Accounting / Donor Reporting)

Sectors
  • Charity & NFP
Solutions
  • Business Central

Business Central has functionality to cater for this requirement, however manual intervention is required.

This TES IP builds on the standard Business Central functionality of Dimensions, however it enhances it so that NFP organisations can easily report on fund type; restricted/unrestricted, both internally for fund accounting purposes and also to help produce donor reporting requirements that are required in NFP implementations.

Grant Management

Grant Management

Sectors
  • Charity & NFP
Solutions
  • CRM

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.

Legacy Management

Legacy Management

Sectors
  • Charity & NFP
Solutions
  • CRM

Charities which benefit from legacy income can use the Legacy Management App to manage every stage of the legacy process, from prospective opportunity to final delivery. Multiple legacy types can be recorded with associated contacts, with completed and planned activities assigned to individuals or teams in your organisation.

Digital Engagement

Digital Engagement

Sectors
  • Charity & NFP
Solutions
  • CRM

The ability to reach out to contacts across multiple channels and with customised messaging is an essential function for Charity organisations. The D365 Marketing App can support every stage of this process by: 1) Defining segments of contacts by any qualification criteria, which can include attributes of the contact record as well as related records such as Donation history. 2) Creating rich email designs with mail merge elements and focused content. 3) Deliver email communications to segments of contacts in multi-stage, branching customer journeys that can consider factors such as email recipient responses and click-through activity.

Event Management

Event Management

Sectors
  • Charity & NFP
Solutions
  • CRM

Delivering events, both real world and virtual, allow a charity to maximise engagements with existing contacts and provide a platform to extend their reach to new opportunities. The Event Management App provides functionality which supports every stage of the event management process, from planning and registration, through to delivery and follow-up.

Sales and Subscriptions

Sales and Subscriptions

Sectors
  • Charity & NFP
Solutions
  • CRM

An effective commercial operation is an essential function of a successful charity. The Sales and Subscriptions App provides the ability to sell conventional merchandise stock and also product, such as magazines, that are provided on a subscription basis.

Case Management

Case Management

Sectors
  • Charity & NFP
Solutions
  • 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.

Volunteer Management

Volunteer Management

Sectors
  • Charity & NFP
Solutions
  • CRM

For charities that rely on the contribution of volunteers, it’s crucial that they provide a positive engagement experience that ensures the maximum benefits are achieved for both the organisation and the volunteer. The Volunteer Management App supports this function by supporting every stage of the volunteer lifecycle from on-boarding, skills and accreditation recording, through to event attendance and personalised proactive communications.

Membership

Membership

Sectors
  • Charity & NFP
Solutions
  • CRM

The Membership App provides a platform by which an organisation can configure and deliver a range of membership schemes, complimented by a portal that allows members to self-service renewals and manage their communication preferences.

Tax Efficient Giving

Tax Efficient Giving

Sectors
  • Charity & NFP
Solutions
  • CRM

To maximise the benefit of fundraising activity, the Tax Efficient Giving App enables an organisation to efficiently access complimentary services such as the HMRC Gift Aid service and Give-as-you-Earn scheme.

Fundraising

Fundraising

Sectors
  • Charity & NFP
Solutions
  • CRM

The D365 Fundraising App manages all sources of donation revenue your organisation might receive, either internally sourced from the fundraising team and organisation website, or from external 3rd party sources, such online donation platforms. The App can support multiple payment methods and the assignment of donations with fund, campaign, and cost centre attributes, supporting the downstream management of donation income, including the interface to finance systems.

Contact Management

Contact Management

Sectors
  • Charity & NFP
  • Commercial
Solutions
  • CRM

Operating a single, secure database of all contacts is prerequisite of every charity. The D365 Contact Management App provides this capability, in addition to recording the relationships between contacts and the interactions occuring between them and your organisation. By working with all of the complimentary Apps such as Fundraising, Membership and Volunteer Management, a 360 degree view of contact engagement can be provided.

    TES Add-on Apps

    Subscribe

    Your friends at TES are brimming with all the helpful guidance you might need to remove any apprehension you may have around integrating Microsoft Dynamics 365 solutions. As a subscriber, that guidance is yours for free, delivered direct to your inbox.

    Free Trial

    TES offers organisations keen to get their hands on Microsoft Dynamics 365 solutions a free 30 day trial. Get to grips with the solution you’re keen on before instructing TES on your specific requirements.