PowerWorker Engage Roadmap

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PowerWorker Engage (PwE) is the engagement platform designed to modernise how non-profits manage donors, insights, and giving programs. Built entirely on the Dynamics 365 and Power Platform ecosystem, PwE enables organisations to deliver frictionless giving experiences, maintain trusted and compliant donor data, and drive intelligent engagement through embedded automation and Microsoft Copilot. The platform’s direction is centred on enabling nonprofits to operate with confidence, scale with efficiency, and grow supporter value through connected, insight‑driven capabilities.

PowerWorker Engage Release
Foundation – Operational Control (v1.0)

(Released Jun 2025)

PowerWorker Engage Release
Automation & Data Quality (v2.0)

(Released Apr 2026)

PowerWorker Engage Release
Intelligent Engagement (v3.0)

UPCOMING (Release Oct 2026)

This release establishes core stability, accurate data management, and operational reliability across key fundraising processes.

This release focuses on reducing manual work, improving donor data integrity, and strengthening financial and operational precision

This release evolves PwE from automation into proactive intelligence, with embedded Microsoft Copilot experiences.

✅Partial Refund Enhancement

✅ Donor enhancements: Address and Phone validation

Copilot-generated donor summaries

✅ Multiple Refund Enhancement

✅ Automated Stripe Reconciliation – eliminates manual matching of transactions

✅ Stripe Integration enhancement supporting: multi-channel integration, BECS direct debit and banking reconciliation

Donor churn risk alerts

✅ Update Gift Type and Payment Method on payment Schedule

✅ Recurring payment enhancement; Pause, Upgrade/Downgrade recurring payment, Future Payment Schedule updates, Grace Period Protection

Next‑best‑action recommendations

✅ Confirmation message before charging donor card/account

✅ Enhancement in sending automated receipt feature

Dynamic segmentation recommendations

✅ Enhancement in Address Change for both Account and Contact

✅ Improvements to donation importing

Improved Data Health Checker

✅ Enable Grant Management and Volunteer Management modules

✅ Introduction of new scoring models; LAI and RFM

Additional capabilities for Transactions

✅ System Health Checker feature

Gift Batch scanner

✅ Enable Meta integration

Designation plans for Payment Schedules, Commitments and Opportunities

✅ Introduce ‘Ask PowerWorker’ (Copilot)

Improved Gift Aid features

✅ Power BI reports

Configurable Donor Snapshot

Communication Templates (e.g. Thank you letters)

Donor Engagement Portal

Improved Campaign and Designation statistics

Action Plans for Account Managers

Upcoming features are subject change