Dynamics CRM is expanding its managed solution to include unlimited users, donors, and donations without pricing tiers, contact limits, or per user pricing. In 2015, Altus Alliance updated Dynamics CRM to be compatible with Microsoft CRM Online, updated forms and menus, and added tribute and memoriam functionality. In 2016, Altus plans to integrate a payment gateway and streamline solutions to simplify updates and implementations.

1. ALTUS ALLIANCE 2016
What’sNewandComingUpin
DonorEngage

2. Your Presenter
Chris Carre
• Role
• Business Development Executive
• Responsible for Dynamics CRM and Dynamics
NAV discussions

3. Expansion of Dynamics CRM
• Dynamics CRM Managed Solution
• Layer of information tied to Contact Record
• Reduces overlap of forms
• Allows organizations to maintain configurations
• Unlimited Users, Donors, and Donations
• No pricing tiers or contact limits
• No per user pricing
• No Percentage taken from Donations

4. A Big Year in 2015
• Compatibility with Microsoft CRM Online Update
• Update 1 release required modification
• Menu User Interface
• Form Layouts
• JavaScript Update
• Year End Receipting
• User Guide Documentation under progress by Krista Faw
• Split Donation Functionality
• Tribute and Memoriam Functionality

5. A Bigger Year in 2016
• Payment Gateway Integration
• Currently under development by Dennis
• iATS Payment Gateway
• Terminology and Menu Update
• Pledge, Payment, Receipt
• Solution Clean-Up
• Minimize number of solutions
• Increase simplicity in updates and implementation

6. ALTUS ALLIANCE 2016
Altus Ideas
Thenewwayforyoutosubmitfeature
requeststous.

7. ALTUS ALLIANCE 2016
Altus Advocates
Membershiphasitrewards.
Enrolltoday.

8. ALTUS ALLIANCE 2016
Submit your
evaluations to win!

9. Thanks for coming!
@altusdynamics
altusdynamics.com
linkedin.com/company/altus-dynamics