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Suggested answer

CRM Online nonprofit features (grants, donors, fundraising, etc.)

Posted on by 35

Hi - can anyone direct me to a nonprofit template for CRM Online or to nonprofit best practice for using CRM Online?

Thanks

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  • awalters Profile Picture
    awalters 3,079 on at
    RE: CRM Online nonprofit features (grants, donors, fundraising, etc.)

    Unfortunately, we did not find the CRM for Non-Profits solution to work well on 2015 or 2016 (they stopped supporting it after 2013, so that's not terribly surprising).  We're doing all of our own customizations by hand.  I've posted a few questions in here that raised some discussion on best practices, including:

    https://community.dynamics.com/crm/f/117/t/159890

    https://community.dynamics.com/crm/f/117/t/170174

    https://community.dynamics.com/crm/f/117/t/162833

    There's also a Special Interest Group that's just started for CRM for Non-Profits - https://www.crmug.com/communities/community-home?CommunityKey=7ac4bace-c70e-4131-b4c7-871a7b0d59e8

    There are some discussions starting in there as well.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: CRM Online nonprofit features (grants, donors, fundraising, etc.)

    Could you please send me the link again, this link seems to have been expired.

  • Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman 18,108 on at
    RE: CRM Online nonprofit features (grants, donors, fundraising, etc.)

    Hi Ara,

    Refer the following blog:

    pinpoint.microsoft.com/.../12884926413

    Click try it button you got file. But it works only CRM 2011

    Regards,

    R.Rajkumar

  • ara Profile Picture
    ara 35 on at
    RE: CRM Online nonprofit features (grants, donors, fundraising, etc.)

    After reviewing your links it is still unclear to me how we can begin using this nonprofit template functionality on CRM Online.  How do we activate it?  We have a subscription to 'Microsoft Dynamics CRM Online Basic' and Office 365 NonProfit E3. We are based in The Netherlands.

  • Abed Haniyah Profile Picture
    Abed Haniyah 4,285 on at
    RE: CRM Online nonprofit features (grants, donors, fundraising, etc.)

    Hello ,

    You can download Microsoft Dynamics CRM for Nonprofits from this link : pinpoint.microsoft.com/.../12884966936

    I have tested it on CRM 2013 on-premises, and Im not sure if it will work on CRM 2015 Online.

    Hope this helps,

    Abed.

  • Suggested answer
    Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman 18,108 on at
    RE: CRM Online nonprofit features (grants, donors, fundraising, etc.)

    Hi Ara,

    Watch this video:

    www.youtube.com/watch

    Refer this blog also:

    www.slideshare.net/.../microsoft-dynamics-crm-for-nonprofits

    Hope this helps.

    Regards,

    R.Rajkumar

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