Microsoft Dynamics CRM for Nonprofits: Customized & Affordable Donor/Pledge/Member/Event and Case Management for Nonprofit...
Session Objectives<br />Provide a functional and technical overview of the Microsoft Dynamics CRM and the Nonprofit Soluti...
Today’s Agenda<br />Why CRM for nonprofits?<br />A View from Inside - Microsoft Dynamics CRM for Nonprofit Solution<br />A...
PROJECT BACKGROUND & OBJECTIVES<br />
The Mission: Microsoft Community Affairs<br />To enable people and organizations <br />in underserved communities <br />to...
Community Affairs Programs<br />Microsoft has four main programs to deliver on their mission to help people and organizati...
Strengthening NGOs Through IT<br />Transform through Innovative Technology<br />S+S:  Innovative S+S Showcases - Azure Pla...
A View From Inside CRM<br />
Solution for Nonprofits Consists of:<br />Data<br />Entities, Forms, Views<br />Workflow<br />Workflow configurations<br /...
Think Beyond Traditional Donor Management…<br />Nonprofit Solution is packed with functionality for:<br />Donation and ple...
Solution Architecture<br />
Online Donations<br />Integration with Payment Solutions/Gateways for collecting online donations<br />Integrated signup f...
Extensibility<br />Declarative customizations (no code, just point and click)<br />Accelerators for Microsoft Dynamics CRM...
CRM Online Solution<br />
Integration with Outlook<br />There is seamless integration with Outlook 2007 – users only need to have one interface to l...
Member & Constituent Management<br />Track related –<br /> - Multiple Addresses<br /> - Activities - phone calls, emails, ...
DonationManagement<br />Donations may be related to a Constituent, Member, Pledge, Program and/or a Campaign.<br />Workflo...
Pledge Management<br />Pledges are promises of donations and may be set up to receive multiple payments over time.<br />Wo...
Membership Management<br />Memberships can be linked with a Constituent, a Member (organization or household), or both. Th...
Benefits Management<br />Benefits can include inventoried items such as cups or t-shirts, or they may be services or subsc...
Campaign Management<br />Campaigns are a collection of planning and communication efforts and may represent a fund drive, ...
Event Management<br />The Event Management capabilities within Dynamics CRM are extensive – track responses to invitations...
Case, Contract & Services Management<br />Service Management can take the form of Service Activities, Cases, Contracts or ...
And more…<br /><ul><li>Role based security provides administrators to manage access in a granular or high-level manner dep...
Communicate with staff using “announcements” that are displayed in the user’s default work place.
 Users can manage their work “queues” – assigned and in progress
 Easily create “views” and reports that provide users and managers the information they need.
Capture inquiries on your web site, and integrate in other ways
Manage the schedules of staff based upon their work hours and availability
 Track Facilities and Equipment, and their related service and maintenance
 Create a library of Knowledge Base articles for your staff, volunteers, board and other users
 Create Word or email templates to merge your data into and save time</li></ul>And more…<br />
A View From Pilot Projects<br />Shawn Michael, NPower Oregon/TACS<br />
Upcoming SlideShare
Loading in …5
×

Microsoft Dynamics CRM: NFP Accelerator

3,060 views

Published on

Microsoft NGO Connection Day - A Nonprofit Summit hosted a day-long event on April 21st in Washington, DC. Topics focused on organizational challenges facing NGOs (nonprofit organizations) and Associations. This presentation was about the newly launched NFP accelerator and pricing for Microsoft Dynamics CRM Online

Published in: Technology
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
3,060
On SlideShare
0
From Embeds
0
Number of Embeds
15
Actions
Shares
0
Downloads
100
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide
  • SarahThinking of the same intent, with S+S and current product offerings – we see the opportunity shaping up for FY10 like this:Access: share and demonstrate Live Services, talk about benefits, help NGOs get their hands on themOptimize: Online services – discounted BPOS and CRM Online come to play here. Content for NGO Connection Days should include information about the vision of S+STransform: Showcase S+S, case studies that demonstrate how Online services complement the enterprise offerings, developer resources.
  • Should speak to familiar Microsoft interface
  • Microsoft Dynamics CRM: NFP Accelerator

    1. 1. Microsoft Dynamics CRM for Nonprofits: Customized & Affordable Donor/Pledge/Member/Event and Case Management for Nonprofits!<br />Shawn Michael, NPower Oregon/TACS – sm@tacs.org<br />
    2. 2. Session Objectives<br />Provide a functional and technical overview of the Microsoft Dynamics CRM and the Nonprofit Solution<br />Share examples from pilot projects<br />Tell you how to get it, how to learn more, and how you can help the solution continue to evolve<br />
    3. 3. Today’s Agenda<br />Why CRM for nonprofits?<br />A View from Inside - Microsoft Dynamics CRM for Nonprofit Solution<br />A View from Pilot Projects<br />How to get it and where to go to learn more<br />
    4. 4. PROJECT BACKGROUND & OBJECTIVES<br />
    5. 5. The Mission: Microsoft Community Affairs<br />To enable people and organizations <br />in underserved communities <br />to realize their potential <br />through the power of technology.<br />
    6. 6. Community Affairs Programs<br />Microsoft has four main programs to deliver on their mission to help people and organizations around the world:<br />Community Technology Skills Program<br />Strengthening NGOs through IT<br />Local <br />Community <br />Support<br />Employee Engagement<br />Execution and evaluation of our programs is enabled through technology<br />
    7. 7. Strengthening NGOs Through IT<br />Transform through Innovative Technology<br />S+S: Innovative S+S Showcases - Azure Platform, Dynamics CRM Online, SharePoint<br />Capacity: Thematic NGO Connection Days<br /> MS CIO Summits<br />Optimize Service Delivery<br />S+S: Software Donations, Dynamics CRM for NGOs<br />Microsoft Online & Live Services<br /> Awards and Competitions<br />Capacity: CIO NGO Connection Days<br /> Engage IT Pros, MVP, Developers<br /> MS IT Volunteer Engagement<br />Access Stable & Secure Technology<br />S+S: Software Donations <br />Microsoft Online & Live Services<br />MS product info, demos, and marketing for NGOs<br />Networking: NGO Connection communities<br />
    8. 8. A View From Inside CRM<br />
    9. 9. Solution for Nonprofits Consists of:<br />Data<br />Entities, Forms, Views<br />Workflow<br />Workflow configurations<br />BI<br />Business intelligence (e.g. custom reports)<br />Source Code<br />Source code (Amazon Payment integration)<br />Installation, operation and extending the solution<br />Documentation<br />
    10. 10. Think Beyond Traditional Donor Management…<br />Nonprofit Solution is packed with functionality for:<br />Donation and pledge management<br />Grant management<br />Member and constituent management<br />Campaign management<br />Contract and Services Management<br />Case management<br />Event management<br />Tailored dashboards and reports<br />Available within Outlook and off-line<br />Integration solutions for online donations, integration with other applications, your web site and more…<br />
    11. 11. Solution Architecture<br />
    12. 12. Online Donations<br />Integration with Payment Solutions/Gateways for collecting online donations<br />Integrated signup for Amazon Payment Services<br />Additional payment gateways will be added in the future<br />Payment solution comes with complete source code<br />Can be customized to fit needs and environments<br />Integrates with Microsoft Dynamics CRM Online for Nonprofits<br />
    13. 13. Extensibility<br />Declarative customizations (no code, just point and click)<br />Accelerators for Microsoft Dynamics CRM (these accelerators are available at no charge)<br />Nonprofit Solution<br />Event Management Accelerator<br />E-Service Accelerator<br />Portal Integration Accelerator<br />Extended Sales Forecasting<br />Windows Azure for complex scenarios requiring .NET code<br />
    14. 14. CRM Online Solution<br />
    15. 15. Integration with Outlook<br />There is seamless integration with Outlook 2007 – users only need to have one interface to learn and interact with!<br />Outlook Tips: <br /> - You can go “offline”, simply by clicking the “Go Offline” button. You can continue to work without an internet connection, and your data will be synchronized when you get connected again!<br /> - Any email, task, calendar appointment can be associated with a Dynamics CRM record - track your efforts towards a campaign or for a client without re-entering information<br />
    16. 16. Member & Constituent Management<br />Track related –<br /> - Multiple Addresses<br /> - Activities - phone calls, emails, letters, service activities, appointments, etc.<br /> - Relationships – employee/employer, board member of, family<br /> - Pledges and donations<br /> - Cases<br /> - Orders, Invoices<br /> - Contracts<br />….and more<br />Terminology Tip:<br /> - A Member may be an organization or a household<br /> - A Constituent is an individual<br />Customization Tip: <br />- You can change the names and labels of entities and fields<br />
    17. 17. DonationManagement<br />Donations may be related to a Constituent, Member, Pledge, Program and/or a Campaign.<br />Workflow suggestion: When a donation is recorded, you may choose to run a “workflow” that automatically sends the donor a “thank-you” email with data from the record, and notifies appropriate staff of the transaction based on the amount.<br />
    18. 18. Pledge Management<br />Pledges are promises of donations and may be set up to receive multiple payments over time.<br />Workflow suggestion: When a pledge is recorded, you may choose to run a “workflow” that automatically creates a task assigned to a specific staff member to send a special thank you/reminder depending upon the pledged amount.<br />
    19. 19. Membership Management<br />Memberships can be linked with a Constituent, a Member (organization or household), or both. These records have a begin and an end date, and may have associated benefits, donations and other activities.<br />Benefit Tip: When a membership is recorded, you may choose to assign a default benefit such as “member promotion on web site” either by using an automated or on-demand workflow. These are often benefits that are not acknowledged but require resources to fulfill.<br />
    20. 20. Benefits Management<br />Benefits can include inventoried items such as cups or t-shirts, or they may be services or subscriptions that a member can access. You can track what benefits have been “fulfilled”, what the costs are.<br />Activities Tip: Be sure to record conversations or emails with the constituent, especially the positive comments that may be useful in communications with funders or future members. Copy your communications coordinator so they can link back to the specific situation.<br />
    21. 21. Campaign Management<br />Campaigns are a collection of planning and communication efforts and may represent a fund drive, an event or a simply a direct mail solicitation. Track responses to campaign efforts – RSVP’s to events, donations prompted by a solicitation email, etc. to know what is working and what is not…<br />Campaign Management Tip: Create a “campaign template” with pre-defined planning tasks and activities that you can use over and over again to save time.<br />
    22. 22. Event Management<br />The Event Management capabilities within Dynamics CRM are extensive – track responses to invitations, attendees, sessions, sponsors, speakers, vendors, team members (staff, contracted help, and volunteers), donations associated with the event, and so much more.<br />Event Management Tip: Track all of your costs for an event including costs for printed materials, speakers, and other activities as they are planned to be able to determine your return on investment for each event.<br />
    23. 23. Case, Contract & Services Management<br />Service Management can take the form of Service Activities, Cases, Contracts or Orders for products and/or services. The flexibility of the service management components provide a way to capture your services, associated notes and documents, and the resources required to provide them - staff, facilities, equipment, and products.<br />Contract & Service Management Tip: All of the appointments, tasks, emails and other activities can be integrated with Outlook 2007 – so you only have one calendar to look at!<br />
    24. 24. And more…<br /><ul><li>Role based security provides administrators to manage access in a granular or high-level manner depending on your business model and data security requirements.
    25. 25. Communicate with staff using “announcements” that are displayed in the user’s default work place.
    26. 26. Users can manage their work “queues” – assigned and in progress
    27. 27. Easily create “views” and reports that provide users and managers the information they need.
    28. 28. Capture inquiries on your web site, and integrate in other ways
    29. 29. Manage the schedules of staff based upon their work hours and availability
    30. 30. Track Facilities and Equipment, and their related service and maintenance
    31. 31. Create a library of Knowledge Base articles for your staff, volunteers, board and other users
    32. 32. Create Word or email templates to merge your data into and save time</li></ul>And more…<br />
    33. 33. A View From Pilot Projects<br />Shawn Michael, NPower Oregon/TACS<br />
    34. 34. Oregon Pilots – What they do…<br />Kinship House – Providing essential child welfare and mental health services to children and families during all stages of foster care and adoption<br />Girls Inc of Northwest Oregon – Inspires girls…to be strong, smart, and bold…<br />CCS – Rainbow Family Services Program – Services include community support, support for children and youth with serious emotional and behavioral issues, family therapy, independent living support for youth aging out of the foster care system and treatment foster care<br />
    35. 35. Who – Why Dynamics CRM?<br />Legacy Systems – Antiquated, abandoned and fragmented data systems including older FM Pro databases, Excel spreadsheets and mental lists of staff<br />Key Problems to Solve – Could not run reports reliably or accurately, fragmented data systems because staff needed easy access to the data they needed, could not effectively manage relationships, no ability to extend systems to capture new types of data, could not access data remotely, or at all in some cases because it was housed on an older workstation.<br />Key Benefits – Integrated and centralized data, flexible and reliable reporting, remote and networked access to data, flexible data structure, work flows automated to increase productivity and ensure effective management of relationships<br />
    36. 36. The Arc/PDDC<br />Using custom Access, Excel and DB II applications to track membership<br />Need to roll up reports to Arc National<br />Organizational goal to gain 360 view of membership and donors<br />Existing network infrastructure ready to accept CRM Dynamics server<br />Installed basic NGO Accelerator, configured donor, member and event management per client requirements<br />
    37. 37. How – Design & Planning Phase<br />Identify team – Client & NPower team members<br />Determine roles of each team member - Decision-makers, subject matter experts, project manager, etc.<br />Review current data systems, including…<br />Review current work flows and discuss desired improvements<br />Review current reporting and discuss desired improvements<br />Determine what level of data migration is necessary<br />Document functionality requirements and intended solution approach<br />Determine training approach – train the trainer, direct user training – pre-recorded, on-site, etc.<br />
    38. 38. How - Deployment<br /><ul><li>Initialize instance of CRM
    39. 39. If applicable, apply customizations provided in Non-Profit Solution
    40. 40. Configure instance according to Design & Planning documentation – Labels, forms, additional/revised data fields, additional/revised reports, etc.
    41. 41. Import/Enter Sample Data
    42. 42. Review functionality and data placement/translation with client deploymentteam
    43. 43. Revise configuration and import maps as necessary
    44. 44. Document instance with customizations and configuration specifications for administrator use and for user documentation
    45. 45. Implement Training Approach</li></li></ul><li>Early Experiences - Strengths<br />Integration with Outlook– from a user’s perspective, this is HUGE!<br />Flexibility – ability to configure the application will allow us to meet a multitude of needs – donor management, grant management, client/case management<br />Online or On-Premise options – clients can choose the option that best meets their needs and that they are most comfortable with<br />Offline functionality – roaming staff are often without internet connectivity. This option allows staff to gather data while it is fresh in their mind, and improves productivity by allowing staff to work remotely<br />
    46. 46. Early Experiences - Challenges<br />Revisions of existing reports and design of new of nonprofit-centric reports will continue to be needed<br />Translation of nonprofit terminology and work flows from corporate terminology and work flows<br />Additional payment gateway integrations are needed.<br />Integrations with fiscal systems are needed.<br />
    47. 47. How to get involved<br />Get the Dynamics CRM and the Nonprofit Solution<br />Dynamics CRM Online for Nonprofits: http://crm.dynamics.com/ngo<br />Need On Premise? Need more than CRM? Check out TechSoup at www.techsoup.org<br />Get Expertise<br />NPower – direct email sm@tacs.org<br />Microsoft Partner Network<br />Get Involved<br />Dynamics Community: http://community.dynamics.com<br />CRM community page on TechSoup.org: http://forums.techsoup.org/cs/forums/p/30194/106731.aspx#106731<br />NPower: www.npower.org<br />

    ×