The NonprofitData Doctor

Chart 04 · Automation & reporting

Power Automate and Power BI for nonprofits on Microsoft 365

If your organization runs on Microsoft 365 or Dynamics 365, you may already own tools that can retire hours of copy-and-paste work. I build automations and dashboards that small teams can maintain.

Email Josh about Power PlatformPower Automate · Power BI · Dataverse

What I help with

  • Power Automate flows for approvals, notifications, and document generation
  • Power BI dashboards for board, funder, and program reporting
  • Dataverse tables, forms, and security configuration
  • Connecting finance, CRM, and grants systems so data is entered once
  • Documentation so your team can maintain what we build
  • Reviews of existing flows that break or nobody understands

Questions about Power Platform

Do we need special licenses?

Many automations run on the licenses nonprofits already have through Microsoft's nonprofit programs. I'll tell you up front if a project needs anything more.

Who maintains the automations afterward?

You do, with written documentation, or I can provide ongoing support. Either way nothing is a black box.

Can you fix flows someone else built?

Yes. Troubleshooting and documenting inherited flows is a common starting project.

Related services

Grants management & CRM

Dynamics 365

Grants management, workflows, automations, and cleanup on Microsoft Dynamics 365 and Dataverse.

Learn more about Dynamics 365 →
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