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What is our Dynamics for Churches and Religious Institutions Advanced Package?


Our Dynamics for Churches and Religious Institutions Advanced Package provides quick and cost-effective access to a comprehensive Dynamics 365 CRM and a leading marketing automation solution tailored for religious organisations. It includes a basic Dynamics 365 Business Central ERP with pre-designed Power BI reports for membership management, donations, finance, and operations, along with seamless integration between the CRM and ERP systems.
 

Additionally, you will receive Office 365 licensing for up to 5 users, advanced email security, cyber awareness training with phishing simulation, a password manager, and cloud backups for Office 365. This package is available from £6 per user per month and can be implemented for £36,999.
 

Ideal for churches and religious institutions aiming to enhance their administrative and outreach capabilities, our goal is to provide you with a leading and fully integrated CRM, ERP, and Office 365 solution. With these tools and additional valuable features, you can focus more on your mission and community while we streamline your technological needs.

 

How much does our Dynamics for Churches & Religious Institutions Advanced Package package cost & what is included?


Our Dynamics for Churches & Religious Institutions Advanced Package is available from £6 per user per month and can be implemented for £36,999*.This package will include the following activities:


The Office 365 element will include the following activities: 

  • Setting up the new Office 365 tenant for 1 domain for up to 5 users (doesn’t include any migrations or PC setups) 
  • Advanced Email Security
  • Cyber Awareness Training & Phishing Simulation
  • Password Manager
  • Cloud Backups for Office 365
  • Setup

The Dynamics 365 CRM element will include the following activities: 

 
  • Authorise Cloud Solution Provider for your business’s Microsoft Cloud Account.
  • Setup sandbox and production environments.
  • Refine your requirements based on answers given in provided questionnaire.
  • Data Import Review: We will provide your business with Excel Templates for Lead, Contact, Account & Opportunity entities for your business to complete.
  • Basic customisation of Leads, Contacts, Accounts and Opportunity entities (maximum of 50 custom fields across all entities).
  • Creation of up to two custom entities if required (maximum of 50 custom fields across all entities).
  • Basic customisation/creation of custom views (maximum of 5 views).
  • Creation of up to two sales dashboards if required.
  • Handover of solution for UAT testing.
  • One round of amendments from UAT testing (within the Quick Start framework).
  • Deliver a basic CRM training session to help your team to get the maximum benefit from Dynamics 365.

Plus

  • A leading comprehensive marketing automation solution built within Microsoft Dynamics that offers a single unified marketing, analytics and services to help transform the way you do marketing.  

The Dynamics Business Central ERP element will include the following activities: 

1) Financial Management

Single Company Setup based on Advantage “Best Practice” Template

General Ledger

  • Custom Chart of accounts (Rapid Start Templates supplied with instructions)
  • G/L Account Categories, Subcategories & Extended texts + 1 additional G/L Reporting Currency
  • Balance Sheet, Income Statement & Account Schedule reporting
  • Dimension Analysis (profit and cost centres) & Budgeting
  • Workflows for business processes such as approvals
  • Cashflow Management & Forecasting + Recurring and Reversing Journals such as General, Cash receipts and payments.

Cash Management

  • Bank Accounts, Bank Account Reconciliations & Bank Integration – Cash Receipt & Statement Import / Payment Export
  • Payment Reconciliations, Registrations & Multi-Currency for Sales Ledger, Purchase Ledger and automated Exchange Rate updates
  • Currency Revaluation for Bank and Open Sales/Purchase Entries (GL Revaluation available as additional ABS Module)

Other

  • Standard VAT Reporting, VAT Returns and HMRC Integration (MTD)
2) Sales Management
  • Sales Invoicing, Proformas, Prepayments & Approvals (Quote/Order/Return Order/Invoice/Credit)
  • Payment Terms with calculated Discounts & Receivables Management
3) Purchasing Management
  • Purchase Invoicing & Approvals (Quote/Order/Return order/Invoice/Credit)
  • Payables Management

Plus

  • Pre-designed Power BI Reports that will allow you to get in-depth insights into your business’s sales, finance & operations. 

Please Note: Our Dynamics for Churches & Religious Institutions Advanced Package may not be right for all businesses. If you are looking to purchase a Quick Start Dynamics 365/CRM package or a Quick Start Dynamics 365 Business Central package or Office 365 separately then please get in touch with our team today by calling the below number or filling out our contact form.

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The technology you use to power your business should be helping you succeed, not getting in your way. If you want to transform the way you work and get the most out of your business, get in touch with Advantage today.

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