Dynamics 365 CRM implementation for Freedom Sapagat

Freedom Sapagat, a Kazakhstan-based charity working closely with stakeholders in the Banking & Insurance sector, needed a single system to track charity initiatives, sponsors and donor activity. The organization operated with spreadsheets, siloed stakeholder lists and manual reporting processes that constrained transparency and timely financial reconciliation.

Awara IT delivered a structured Microsoft Dynamics 365 CRM implementation to centralize sponsor and donor records, automate acknowledgements and standardize campaign reporting. The project emphasized data security, role-based access and integration with Microsoft 365 to reduce manual effort and shorten month-end reporting cycles, enabling program leads and finance teams to make faster, auditable decisions.

Müşteri / Sektör / Ülke

Freedom Sapagat is a Kazakhstan charity that engages corporate sponsors and individual donors, often collaborating with partners in the Banking & Insurance domain. The organization operates nationally and runs recurring fundraising campaigns and program-level initiatives that require transparent tracking and regulatory-ready reporting.

İş zorluğu

Freedom Sapagat relied on spreadsheets, ad hoc databases and email threads to coordinate sponsors, donations and program activities. Donor records were duplicated across teams, campaign outcomes were reported inconsistently, and acknowledgements to sponsors were often delayed. These gaps created friction with corporate partners and made it hard to reconcile funds against program budgets.

Finance and program teams lacked a single source for reconciled sponsor data and proof-of-impact documentation required for audits and partner reporting. The absence of automated workflows meant staff spent significant time on manual acknowledgements, payment follow-ups and compiling reports for regulators and donors, increasing the risk of errors and delayed decision-making.

Neden Dynamics 365 seçildi

Freedom Sapagat already used Microsoft tools across parts of its organization, so Dynamics 365 CRM was a logical choice for its compatibility with Microsoft 365 and Azure AD single sign-on. Dynamics 365 offered the ability to model sponsor and donor relationships, track campaign activities and build role-based views for program, fundraising and finance teams without replacing the existing Microsoft stack.

Awara IT recommended Dynamics 365 because it supports rapid configuration for nonprofit use cases, integrates with Power Platform for workflow automation and Power BI for consolidated reporting, and provides enterprise-grade security and auditing needed for charity financial controls. The solution minimized custom code, reduced long-term maintenance risk and allowed the client to leverage Microsoft's cloud compliance features.

Uygulanan modüller

• Dynamics 365 Sales / Core CRM (customized for donor & sponsor management)
• Dynamics 365 Customer Service (case management for sponsor requests)
• Campaign & Marketing lists (donor segmentation and campaign tracking)
• Power Automate workflows (acknowledgements, renewal reminders, approvals)
• Power BI reporting (donor, campaign and financial dashboards)
• SharePoint integration for document management (agreements, receipts)

Entegrasyonlar

• Microsoft 365 (Exchange mail, Azure AD SSO, SharePoint document library)
• Payment gateway API for donation confirmations
• Bank statement import (file-based reconciliation)
• Local accounting system (exported posting files / CSV)
• SMTP/SMS provider for donor communications
• Power BI dataset connections for consolidated analytics

Yerelleştirme ve uyumluluk

The implementation included multi-language support (Russian and Kazakh) in forms and templates and templates for donor receipts and sponsor agreements to align with local reporting expectations. Awara IT configured audit trails, role-based access controls and data encryption settings consistent with Microsoft cloud security best practices to address the charity's compliance requirements for financial transparency.

Reporting templates were prepared to support regulatory and donor-requested disclosure formats used in Kazakhstan. Where necessary, data exports and reconciliations were structured to meet the client's local accounting workflows without changing their existing finance system.

İş değeri

By implementing Dynamics 365 CRM, Freedom Sapagat gained a unified system for sponsor management and campaign tracking that reduced manual effort and improved the accuracy of donor records. Finance and program teams now access shared dashboards that reconcile sponsorship income with program expenses, accelerating month-end workflows and improving audit readiness.

Operationally, automated acknowledgements and renewal reminders strengthened sponsor relationships, while standardized campaign templates allowed the organization to scale fundraising activities with fewer resources. The platform also provided a foundation for future enhancements—such as tighter accounting integration or expanded analytics—without requiring a full reimplementation.