Meet the Presenters
On-Demand Webcast: Finance Forward - How Non-Profits Are Modernizing Operations with Microsoft Dynamics 365
Watch On-Demand
Video Navigation
00:00 - Introduction & Housekeeping
01:34 - Children International's ERP Modernization Journey
14:53 - Building the Frontier Firm for Non-Profits
22:42 - Account Reconciliation Agent
31:27 - Demo: From Grant Award to Reporting with Microsoft Dynamics 365 Finance
44:08 - Questions & Answers
To watch the recording in full screen mode, click on the icon in the lower right corner of the presentation after the video begins.
About the Session
Is your non-profit juggling disconnected financial systems, complex grant reporting, or struggling to trace every donor dollar from receipt to impact? You're not alone — there's a better way, and other non-profits are already using it.
Join HSO and Microsoft for an on-demand, educational session exploring how Microsoft Dynamics 365 Finance helps non-profit organizations streamline financial operations, strengthen oversight, and direct more resources toward their mission. Whether you're managing restricted and unrestricted funds, navigating multi-donor reporting requirements, or seeking better visibility into how dollars flow from headquarters to the field, this session will show you what's possible with a modern, connected ERP.
Hear firsthand from Children International, a global non-profit that consolidated 13 disparate finance systems into a single global instance of Dynamics 365 Finance, gaining the ability to trace sponsorship dollars across operations in 10 countries with a consistent chart of accounts and unified reporting. They'll share what that transformation has meant for donor accountability, resource allocation, and mission delivery.
We'll cover how Dynamics 365 Finance fits within the broader Microsoft platform, connecting your financial data with CRM, fundraising, and low-code tools so you can break down silos and make smarter, data-driven decisions. We'll also discuss how, as AI capabilities mature, Dynamics 365 Finance is evolving to meet non-profits where they are—from Copilot-assisted account reconciliation to self-service financial visibility for non-accounting staff and leadership, reducing reliance on manual reporting.
In this session, you'll learn:
What Dynamics 365 Finance is, the modules it offers, and how non-profits are using it today
How a connected ERP integrates with your CRM, fundraising, and low code tools
Where AI and Copilot capabilities are starting to enhance financial workflows and what's on the horizon
Why now is the time to evaluate a modern financial system, with Microsoft investing heavily in the non-profit technology space

Alejandro Sánchez | Product Owner, LATAM | Children International

Nader Amir-Parviz | Solution Engineer, Financials | Microsoft

Lori Kunick | Sr. Functional Solution Architect | HSO
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