How to get started with Microsoft Dynamics CRM 2016 with nonprofit pricing

Nonprofits Can Win Big with Microsoft Dynamics CRM 2016

If price is the only thing holding you back from using Dynamics CRM 2016, then this article is for you.

The nonprofit pricing for Microsoft Dynamics CRM 2016 makes it a very easy choice.

  • Standard CRM 2016 price: $65/user/month
  • Nonprofit CRM 2016 price: $15/user/month

That’s right – you save $50 per user, per month!  And you aren’t getting some pared down version of CRM Online.  You get the same feature-rich version that everyone else does.

How do I get started?

The first step in the process is setting up a trial – and why not?  This results in even more savings – 30 free days of Dynamics CRM Online for up to 25 users.  You get full functionality of the software and all your data is saved as you go.  Microsoft uses this trial period to confirm your nonprofit status for their records.

There are a few steps to signing up for the trial, but I promise they are worth it. You’ll need to have an Office 365 account. Each Office 365 tenant is classified by its domain, which will resemble yourdomain.onmicrosoft.com.  This is chosen when you first create your Office 365 account (which is completed when you create your CRM Online trial).  This leaves two scenarios:

Scenario 1: You have an existing Office 365 tenant that you would like to add Dynamics CRM to.  Be sure to login rather than creating a new account.  In the image below you can see there is a small ‘sign in’ option at the top.  This will save you time creating the account, allow you to use the same credentials to login to CRM, and have everything organized in a single Office 365 portal.  You will have all your cloud products, billing information, email – all housed in one easy place.

How to get started with Microsoft Dynamics CRM 2016 with nonprofit pricing

Quick Note: Dynamics CRM is not compatible with the O365 portal provided by GoDaddy and is also not compatible with the ‘small business’ O365 plans (which have mostly been phased out.)  If you are still on a small business plan, you can upgrade your O365 portal using the Switch Plans Wizard (see more about that here: https://support.office.com/en-us/article/Switch-to-a-different-Office-365-for-business-plan-73318661-8f33-478b-bcc7-fb8d69dbb22a?ui=en-US&rs=en-US&ad=US).  You will pay the same price and, in some cases, get additional functionality.  If you’re using GoDaddy for Office 365 and would like to retain all of your information in the same Office 365 tenant, then you will need to migrate over to Office 365 with Microsoft.

Scenario 2: You don’t yet have an Office 365 account.  You will use the following link to start your trial: https://portal.office.com/partner/partnersignup.aspx?type=Trial&id=49c018b8-d949-4541-9edc-d280250efc17&msppid=565380.  The process is simple and you will just need to enter your information when following the trial creation steps.

How to get started with Microsoft Dynamics CRM 2016 with nonprofit pricing

If you have any problems creating your trial, just give us a call.

Finishing Up

Once you complete the process it will take about 30 minutes for your CRM instance to provision.  You will receive a few confirmation emails from Microsoft and at this point you can get started with your full Dynamics CRM access.

Confirming Non-Profit Status

Now that you have your trial setup you just need to reach out to Microsoft to have them approve your nonprofit status.  Reach out to their billing support either by phone or via a chat here https://support.microsoft.com/en-us/contactus?forceorigin=esmc, and go to ‘Accounts and Billing’.  Be ready with your company name, CRM Online trial domain, contact name, address, phone number and email.

Transitioning from the Trial to Paid Subscription

During your trial Microsoft will reach out via email with confirmation to turn your trial into a paid subscription.  At this point just follow the instructions to activate and you’re all set.  The full power of Dynamics CRM at a great rate just for nonprofits!

Other articles you might like:

Getting the Most Out of Your CRM Online Trial http://blog.xrm.com/index.php/2013/01/getting-the-most-out-of-your-crm-online-trial-getting-started/

Microsoft Dynamics CRM Online Discounts for Charities http://blog.xrm.com/index.php/2014/01/microsoft-dynamics-crm-online-discounts-for-charities/

3 Simple Tips to Tailor Microsoft Dynamics CRM to your Business http://blog.xrm.com/index.php/2016/03/3-simple-tips-to-tailor-microsoft-dynamics-crm-to-your-business/

 

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