Hello.

I work at a small charity and I’m trying to determine which version of Dynamics is suitable for us. I can’t find any clear information as to the differences between the different versions and which might be best for us.

Our main areas of focus are:

Service user details – e.g. name, address, membership number, medical issues, etc.Case details – each user could have many cases (such as dealing with a landlord, or pension issues), with each case having many contacts at different dates.Activities – many different activities, with many instances of each one (like twice weekly badminton).

We would be able to find an SU, click on their details, pull up a list of their cases past and present, add additional contact details to their case for each contact we have with them, say how long the contact was, and how much was charged. Also, see what clubs/activities they’ve attended and when.

We want a weekly/monthly calendar view booking system for reception to book SU contacts/appointments. In the future, we might want to have it available on the internet for SUs to book a slot themselves.

For each instance of an activity, record who came, who paid a fee (if there was one).

Be able to apply various tags to each SU (e.g. volunteer, paid member, daycare user), so we can have a list at a glance and be able to run reports on just those people.

Running reports to see who did what activity, when they did it, who did what activity, how many case contacts we had between two dates, how much money was generated, etc. would be great.

We are not focused on dealing with individual donors or fundraising, but we are interested in keeping a list of grant applications we’ve submitted and what money we’ve received from them, if any.

Our charity has a very limited budget, so the system would be designed and put together by myself.

My questions are:

Which version of Dynamics is best for us?Will it be free from MS, or do we have to apply for some kind of grant? We are already registered as a nonprofit with MS.Will MS give us Dynamics so we can produce our own software, or do we have to do it though a Partner?If with a Partner, does it cost money?

We’re a small charity with a very small budget, so can’t afford to spend big money on things, unfortunately.

Many thanks.

​Hello.I work at a small charity and I’m trying to determine which version of Dynamics is suitable for us. I can’t find any clear information as to the differences between the different versions and which might be best for us. Our main areas of focus are: Service user details – e.g. name, address, membership number, medical issues, etc.Case details – each user could have many cases (such as dealing with a landlord, or pension issues), with each case having many contacts at different dates.Activities – many different activities, with many instances of each one (like twice weekly badminton). We would be able to find an SU, click on their details, pull up a list of their cases past and present, add additional contact details to their case for each contact we have with them, say how long the contact was, and how much was charged. Also, see what clubs/activities they’ve attended and when. We want a weekly/monthly calendar view booking system for reception to book SU contacts/appointments. In the future, we might want to have it available on the internet for SUs to book a slot themselves. For each instance of an activity, record who came, who paid a fee (if there was one). Be able to apply various tags to each SU (e.g. volunteer, paid member, daycare user), so we can have a list at a glance and be able to run reports on just those people. Running reports to see who did what activity, when they did it, who did what activity, how many case contacts we had between two dates, how much money was generated, etc. would be great. We are not focused on dealing with individual donors or fundraising, but we are interested in keeping a list of grant applications we’ve submitted and what money we’ve received from them, if any. Our charity has a very limited budget, so the system would be designed and put together by myself. My questions are: Which version of Dynamics is best for us?Will it be free from MS, or do we have to apply for some kind of grant? We are already registered as a nonprofit with MS.Will MS give us Dynamics so we can produce our own software, or do we have to do it though a Partner?If with a Partner, does it cost money?We’re a small charity with a very small budget, so can’t afford to spend big money on things, unfortunately. Many thanks.  Read More

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