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Microsoft Dynamics CRM (Archived)

Anyone Using Dynamics CRM as an AMS?

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Posted on by 55

We've been using a fairly popular — at least in the non-profit world — AMS (Association Management System) for roughly six years now and we're starting to look at potential alternatives.

SalesForce has an interesting add-on available in the appexchange that, in addition to CRM functionality, would also include common AMS features such as event registrations (and management), sponsorship management, member (dues) payments, member lookups, etc.

A solution like that is certainly worth exploring but, given that we're primarily a Microsoft shop, we're wondering if anyone (specifically any other non-profit associations) is/are using Dynamics CRM 2013 for the same type of functionality — so that we might continue to take advantage of our existing Microsoft-based infrastructure (SQL, .NET, etc.).

Just curious. Many thanks in advance for information/suggestions!

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  • tobright Profile Picture
    on at

    Microsoft CRM 2011 and 2013 are popular platforms for Association Management Systems.  I have implemented CRM for several associations, and each one has specific requirements that are easier to fulfill using CRM rather than other systems.

    Microsoft has also developed a non-profit template for CRM 2011 (and is most probably still OK to implement in 2013) that provide for membership and donor management functions, and was a great starting place for configuring to meet an associations needs.

    As well, I have seen a growing trend to member self-service through a web portal, and Microsoft and ADXStudios have both a free web portal add-on for CRM, as well as a full-functioned web portal solution for purchase.

    Tom Obright

  • Community Member Profile Picture
    on at

    Check out protech and Altai.b we are evaluating both

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