Categories
Microsoft Dynamics 365 Sales

Non-Profit Quick Start

An Application for Microsoft Dynamics 365 Sales Enterprise Users

Summary

In 2020, Microsoft revealed that they would make available to qualified Non-Profit organizations five free licenses to their signature Customer Relationship Management application known as “Microsoft Dynamics 365 Sales Enterprise.” This application retails at between $65.00 and $135.00/user/month, and so the value to a non-profit organization is considerable.  Microsoft Dynamics 365 Sales has been available for over fourteen years, and with the recent innovations of a common data set currently known as the “Dataverse,” as well as the Power Platform to include Power Automate, Power BI, and Power Apps, Non-Profit organization now have a powerful toolset available to assist in the running of their operations.

The Application

“Non-Profit Quick Start” is an app contained in a solution that can be easily imported into an instance that is running Microsoft Dynamics 365 Sales Enterprise. The app extends the functionality of Sales Enterprise in a few important areas:

  • Program Management – an organization can create any number of Program records, which then tie into other features below to facilitate powerful reporting and information around program management.
  • Volunteer Management – using the Non-Profit Quick Start app, Dynamics 365 users can track volunteer activities in detail, with start and end times, dates, with the number of hours calculated automatically.  This information rolls upward in a summarized fashion at both the Contact and Program levels for valuable reporting and operational management.
  • Development – by default, Microsoft Dynamics 365 features a powerful workflow for the tracking of development efforts using the Lead and Opportunity entities, which then easily flow into Contacts and Accounts.  The Non-Profit Quick Start app extends this to include the “NP Transaction” entity, which allows for the tracking of donations by Contacts and Organizations (known as Accounts in Dynamics.)\

Operational Functionality

The application can be used with a web browser or a native mobile application, which is available in both the Apple and Google Play stores.  Just look for the app named “Microsoft Dynamics 365” in Apple and “Dynamics 365 for Phones” in Google Play.