The NonprofitData Doctor

Chart 01 · Grants management & CRM

Microsoft Dynamics 365 consulting for community foundations and nonprofits

Get more out of the Dynamics 365 system you already pay for. I help foundations and nonprofits configure, automate, and clean up Dynamics 365 — including grants management solutions built on it — so staff spend less time on workarounds.

Email Josh about Dynamics 365Dynamics 365 · Dataverse · Power Automate

What I help with

  • Grant award letters, gift acknowledgements, and other document workflows
  • Online grant and scholarship application builds
  • Power Automate flows that move data between Dynamics 365 and your other systems
  • Finance-related configuration and reconciliation support
  • Field, form, and view cleanup so staff can find what they need
  • Enhancement roadmaps: scoping, estimating, and prioritizing the next phase

Questions about Dynamics 365

Do you work for Microsoft or a software vendor?

No. I'm an independent consultant. I work for your organization, not Microsoft or any software vendor.

Can you work alongside our existing Dynamics 365 support?

Yes. Most of my projects fill gaps — custom workflows and automations, data cleanup, and documentation — around your existing vendor or partner support.

How are projects scoped?

Each project starts with a short written proposal: what we'll build, what you get, estimated hours, and price. No surprises.

Related services

Data policy

Data governance

Data policy manuals, data-entry standards, and data readiness so your reports, grants, and board numbers agree.

Learn more about Data governance →

Let's talk about your data

Tell me what's not working — a system nobody uses, reports that don't match, a process that eats your week. I'll reply within two business days with next steps.

Email Josh