Dynamics 365 Adoption Support
for UK Charities
The work charities do matters. The systems they use should support that work, not get in the way of it. Clearpath CRM offers specialist Dynamics 365 adoption support with sector-specific pricing for the organisations making a difference.
Every ADOPT™ engagement, every day rate
Every ADOPT+ tier, ongoing
We've Worked in the Sector. We Speak Your Language.
CRM adoption in charities is different. Funding cycles affect when projects can run. Volunteers and staff have different system needs. Data governance around beneficiaries, donors, and grant recipients requires care that commercial CRM work doesn't always appreciate.
Grant management
Tracking applications, reporting periods, funder relationships.
Funding cycles
Understanding that charity project timelines don't follow commercial quarters.
Membership management
Member records, renewals, engagement tracking, tiered membership.
Donation management
Gift Aid, recurring giving, donor journey, campaign attribution.
Sponsorship tracking
Corporate sponsors, partnership management, benefit delivery.
Beneficiary management
Case records, outcomes tracking, reporting to funders.
"We have delivered CRM adoption projects for household-name UK charities across health, homelessness, youth services, and arts sectors. Clearpath CRM works with registered UK charities across a range of sectors."
Did You Know Microsoft Offers Charitable Licensing?
Registered UK charities can access significantly discounted Microsoft 365 and Dynamics 365 licensing through Microsoft's nonprofit programme
Up to 10 free seats of select Microsoft 365 products are available to eligible charities
Dynamics 365 licences at substantially reduced rates for nonprofits
Eligibility requires registration with a recognised body (Charity Commission, OSCR, or CCNI)
Important Licensing Update
Microsoft's charitable licensing structure is changing in April 2026. If your charity hasn't reviewed its licence entitlements recently, now is the time. Clearpath CRM can help you understand what you're entitled to and whether your current setup is optimised.
Clearpath CRM is not a Microsoft reseller. We provide independent advisory guidance only. We earn no commission on licence recommendations.
Moving Away From Legacy Charity CRM?
Many UK charities are running ageing systems that no longer serve them, and facing difficult migration decisions. We've been there before.
CharityLog (CLOG)
Experience migrating from CharityLog to Dynamics 365, mapping case records, contact histories, and referral workflows.
Blackbaud CRM
Migration experience from Blackbaud's suite, understanding the data model differences and how to preserve donor relationship history.
"Migration is complex. We don't minimise that. But if the destination is right for your charity, we can help you get there without losing the data that matters."
Transparent Pricing for the Charity Sector
ADOPT™ Project Work
Minimum engagement 5 days → £3,600 minimum for charities (vs £4,500 standard)
ADOPT+ Support
10% discount on all managed support tiers for registered charities.
Enhancement Banks
20% discount on project work delivered through hour banks.
Charity rates are available to organisations registered with the Charity Commission for England and Wales, OSCR, or CCNI. Proof of registration required at engagement start.
Charity Sector FAQs
Supporting the Organisations That Support Others
We know charity budgets are stretched and every pound has to be justified. That's why our pricing is transparent, our scopes are fixed, and our charity discount exists, not as a marketing gesture, but as a genuine commitment to the sector.
Written and maintained by Martin Prosser, Microsoft Dynamics 365 specialist with over a decade of hands-on experience. Last reviewed: February 2026.