Salesforce
- Nonprofit Success Pack (NPSP) and Nonprofit Cloud
- Flows, Apex and Lightning components
- Fundraising, supporter and case management
- Integrations and data migration
- Agentforce and AI features
Salesforce, Microsoft Dynamics and Power Platform, looked after properly
Specialists who know how charities use these platforms. Bring us in for ongoing support, new development or a Health Check of what you already have.
The platforms we work on
Microsoft Dynamics 365
- Business Central workflows and approvals
- Extensions and AL development
- Dynamics 365 Sales and Customer Service
- Dataverse data models
- Copilot in Dynamics
Power Platform
- Power Apps for internal tools
- Power Automate workflow automation
- Power BI reporting and dashboards
- Microsoft Fabric data engineering
- Copilot Studio
How we help
Support
A specialist on hand for fixes, small changes and user questions, without a full-time hire.
Development
New features, automations and integrations, built and documented so your team can own them.
Data and reporting
Clean data and Power BI or Fabric reporting that answers the questions your trustees ask.
AI and automation
Practical use of Copilot, Agentforce and workflow automation, where it saves real time.
Systems Health Check
Find out what's working, what isn't and what to fix first
A fixed-scope review of your Salesforce, Dynamics or Power Platform setup by one of our specialists. You get a clear written report and a prioritised list of improvements, whether or not you work with us afterwards.
What we look at
- Configuration and customisations, and what is no longer used
- Automations: flows, workflows and scheduled jobs
- Data quality, duplicates and how data gets in
- Security, sharing and user permissions
- Integrations with your other systems
- Licences and how they are used
- Reports and dashboards
Tell us about your systems
Tell us which platform you run and what's getting in the way. We'll reply within 24 hours.