Case study
The King’s Trust goes live with new Microsoft Dynamics CRM
mhance, a leading Microsoft partner specialising in data‑driven transformation for the nonprofit sector, has announced the successful launch of a new fundraising and engagement CRM platform for The King’s Trust, built on Microsoft Dynamics 365 and mhance Nonprofit Core.
The new platform replaces the charity’s legacy fundraising CRM and represents a major step forward in how The King’s Trust manages supporter and partner relationships, fundraising pipelines and insight across its operations.
Background
The King’s Trust embarked on the programme to address the growing limitations of its previous fundraising system, which had reached the end of its functional life. The legacy platform restricted automation, reporting and integration, making it increasingly difficult for teams to scale activity, manage growing volumes of supporter and partner data and support the complexity of long-term partnerships across corporate, philanthropic and public sector funding.
Aligned to The Trust’s long‑term funding ambitions, the new CRM has been designed to enable more efficient ways of working while creating a strong foundation for future growth.
The Solution
The solution has been delivered using mhance’s Nonprofit Core, a nonprofit‑specific CRM foundation on Microsoft Dynamics that supports fundraising and partnership management at scale.
Automated integrations from fundraising platforms including JustGiving and Funraisin flow through mhance’s Import Staging solution, ensuring reliable data capture while maintaining long‑term flexibility with minimal customisation.
With the platform now live, fundraising teams are better equipped to:
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Maintain a single, trusted view of supporters, partners and relationships
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Manage complex partnerships across corporate, public sector and philanthropic funders
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Support both high‑value and mass fundraising activity more effectively
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Strengthen pipeline visibility, forecasting and governance across fundraising and partnerships
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Deliver more joined‑up supporter and partner journeys across channels
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Improve data quality, compliance and confidence in decision‑making
Moving to a modern CRM platform will help fuel our vision to end youth unemployment. Our community of funders, supporters and partners break down barriers, open doors and support young people to build the confidence and skills they need to find work. The new solution gives us the ability to improve supporter experience, make data driven decisions and plan with confidence. Key to success of the project has been the partnership ethos across the m-hance and King’s Trust teams.
— Robert Butcher, Deputy Director of Fundraising at The King’s Trust
Results and Impact
With the CRM now live, The King’s Trust has a modern platform that supports its core fundraising activity today while enabling future development across areas such as partnerships, mass fundraising, supporter engagement, events, partnerships and long‑term income forecasting.
The platform provides a scalable foundation to support future campaigns and strategic partnerships, helping teams make better use of data, reduce manual effort and focus more time on building meaningful relationships and delivering fundraising impact.
This was a strategically important programme, not just a system replacement. The focus was on enabling better supporter journeys, improving insight and creating a CRM that can scale as The Trust’s fundraising ambitions continue to grow inline with their strategic goals. We’re proud to see the platform live and supporting teams across the organisation.”
— Tory Cassie, Director of Social Impact at mhance
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