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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Can’t Get Interactive Service Hub to Work in Microsoft Dynamics CRM 2016?

You aren’t alone. But we have a solution for you.

Interactive Service Hub is new feature introduced in CRM 2016. However there’s currently a bug that causes the app to get stuck on loading and become unusable.  If you click on ‘Experience it now’ you will be taken to a non-working URL. Very frustrating!

Interactive Service Hub Microsoft Dynamics CRM 2016

What’s Wrong?

The issue is that the app does not handle properly SSL offloading which is a common configuration used on many platforms. The workaround provided by Microsoft was to disable SSL Offloading, but this breaks connectivity with CRM Outlook client and causes other issues in ADFS so this isn’t a desirable solution.

Isn’t Microsoft Fixing It?

Microsoft has acknowledged that this is a bug, and they are working on a solution.  However, the fix from Microsoft may take some time. In the meantime, we at xRM have created a solution that adds the link to the service hub in a ribbon button available in all entities.

Interactive Service Hub Microsoft Dynamics CRM 2016

Our solution has been tested and works for the following system scenarios:

Office 2013
Windows 10
CRM 2016

Mobile:
Android 5.1

Office 2016
Windows 8.1
CRM 2016

Contact us today to get this fix.

Want to read more about the Interactive Service Hub feature? Here are some handy links.

And check out our Success Portal, a library of over 400 free educational Dynamics CRM videos.

Other Helpful Articles

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3 Simple Tips to Tailor Microsoft Dynamics CRM to Your Business

Deploying Microsoft Dynamics CRM Online can be intimidating, especially for smaller teams. The platform has seemingly endless configuration possibilities, so knowing where to start may be difficult. At xRM, there are a set of common configurations we frequently apply to new deployments. A common theme in these configurations is familiarity. Changing CRM Online to match your business’s terminology and style can go a long way to easing new users into the system.

Here are three simple configurations you can make to tailor CRM Online to your business:

Simple CRM Tip 1. Customize Your System Views

What are views? Views are like reports, or an Excel table. “Active Accounts in California” is a view. Every record type, or entity, in Microsoft Dynamics CRM comes with a number of default system views—about 10 or so on average.

System views are available to all users, while personal views are created by individual users and can be shared with coworkers. The stock views that come with Dynamics CRM are good at showing you how views can be used, but typically aren’t very useful in your day-to-day operations. For example, “Opportunities Opened in the Last Six Months” is an out-of-the-box system view that rarely gets used.

Clean Them Up

As a Dynamics CRM admin user, you can clean your workspace by deactivating the system views that don’t use. This view cleanup goes a long way in simplifying the interface, making it easier on your new employees.

Modify Them

To modify system views, navigate to Settings > Customization > Customize the System. When the solution window opens, navigate to the entity you would like to change in the left pane. Let’s use Opportunity in this example. Under the selected entity, click Views.

In the View dropdown at the top of the window, choose Active Public Views. We’re about to deactivate views we do not have use for, but system-defined views have functions beyond just segmenting our data. So for starters, it is highly recommended to just deactivate the public views.

3 Simple Tips to Tailor Microsoft Dynamics CRM to Your Business

Once you’ve narrowed the list down to just the active public views, you can select one view one at a time, and then click deactivate to start clearing the noise. Note that you cannot delete out-of-the-box views from the system entirely, but this process will remove them from users’ dropdown list.

Once you are done with this, go ahead and publish your customizations for them to take effect.

Simple CRM Tip 2. Change the Entity Names

Language can be a barrier when adopting new platforms. One of the hardest things for new users to overcome is getting used to labels and wording that doesn’t match their established company or team terminology. As an administrator, you can change the names of the entities without compromising the functionality or structure of the CRM platform. And it’s super easy to do.

For this example, let’s change the name of the Account entity to “Company”. To do this, navigate to Settings > Customizations > Customize the System. In the solution window that opens, navigate to Account under the Entities dropdown. You can then change the Display Name and Plural Name to your liking, “Company” and “Companies” respectfully in this case.

3 Simple Tips to Tailor Microsoft Dynamics CRM to Your Business

Be sure to save and then publish your customizations for them to take effect.

Note that changing the display name will change the entity label in the navigation, but the names of the underlying views, forms, and fields will not change automatically. They will need to be changed individually.

3 Simple Tips to Tailor Microsoft Dynamics CRM to Your Business

Simple CRM Tip 3. Change the Theme

Microsoft Dynamics CRM Online now allows organizations to customize the look and feel of their CRM platform. Navigate to Settings > Customizations > Themes. Here you can choose to modify the existing theme, or create one from scratch by clicking the New button.

3 Simple Tips to Tailor Microsoft Dynamics CRM to Your Business

Quick tip—rather than create a theme from scratch, open the out-of-the-box default theme, and then click the Clone button. This will make a copy of the theme which you can then modify yourself.

3 Simple Tips to Tailor Microsoft Dynamics CRM to Your Business

3 Simple Tips to Tailor Microsoft Dynamics CRM to Your Business

Once you have designed your theme to your liking, you preview it, and publish it.

These three customizations are relatively simple and quick to implement, but can go a long way in making your users that much more comfortable with the system.

Check out our xRM blog for more tips like this and our Success Portal, a library of over 400 free educational Dynamics CRM videos.

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Powerful Reporting with Excel Templates

Great news for you analysts and visualization gurus out there! With the recent release of Microsoft Dynamics CRM Online 2016, it has never been easier to deep dive into your data thanks to the new Document Generation feature. As expert Microsoft Dynamics CRM consultants, we at xRM can’t wait to help our clients leverage Document Generation to unearth valuable KPI’s in a robust reporting tool like Microsoft Excel.

Excel, Only Better!

Document Generation enhances the Excel Online integration that was introduced with CRM Online 2015 Update 1. Basically, it allows users to upload a templated version of an Excel report to CRM Online. Users can then open the template which is populated with up-to-date data, giving users deep insights into their business at the click of a button. Let’s see how it works.

1.   Preparing the Template

The first thing you need to do is set up a baseline view in CRM Online. In this example, I’ve created a view made up of sample data from an email campaign that captured metrics such as opens, clicks, and unsubscribes. I then click the Excel Templates button in the command bar, and then click Create Excel Template.

Powerful Reporting with Excel Templates

2.   The Create template from CRM data window opens. Notice that CRM Online gives us the option to filter by entities and to choose a previously saved view. Since I’m already at the view I want to use, I’ll leave the defaults selected and then click Download file.

Powerful Reporting with Excel Templates

An Excel file is then downloaded locally to my machine, containing the columns and data from the view. I can then design a report using Excel tools.

Good for Newbies and Experts Alike

If you are already an Excel wizard, try applying some of your favorite analytical tools to the data. If you’re new to this, I recommend some analyses that are difficult or impossible using the out-of-the-box reporting tools of CRM Online such as totaling sums and averages, conditional formatting, sparklines, and PivotTables. Don’t forget, you can create multiple sheets in your Excel template.

3.   Upload the Template

One you’ve prepared your report, save it locally. Back in CRM Online, navigate to the Create template from CRM data window. This time however, click the Upload button. Drag the Excel file into the upload box that appears. A confirmation window then appears and you’re good to go.

4.   Run the “Report”

Navigate back to the entity where you want to run the report. This time around, you’ll see your uploaded template which you can then open right in Excel Online, or you can download a copy of the latest data.

Powerful Reporting with Excel Templates

Here’s an example of a report I designed and can access right from the browser. In the first sheet I broke down the data with conditional formatting, something that cannot be done in CRM Online natively.

Powerful Reporting with Excel Templates

On a separate sheet, I have set up a simple pivot table and chart that breaks down the average number of clicks, opens, and bounces per campaign.

Powerful Reporting with Excel Templates

Create for One, or Create for All

These templates can be set up for personal use, or administrators can create templates for all users to consume.

You can let your imagination run wild with the reporting possibilities when a powerful database like Microsoft Dynamics CRM has such seamless integration with an analytical tool like Excel.

Want More Dynamics CRM Tips, Tricks and Tutorials?

Check out our xRM blog and our Success Portal, a library of over 400 free educational Dynamics CRM videos.

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Quick Admin Tip: Share Charts and Views in Microsoft Dynamics CRM Online

 

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