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/

 

Read More

Quick tip: Change your CRM Online 2011 password

One of the trends our Microsoft CRM Support team has noticed lately is a rise in the number of questions regarding passwords and Microsoft Dynamics CRM Online 2011. Although Microsoft has published a help article regarding changing passwords in the past, a quick blow-by-blow of the process couldn’t hurt. We’ll show you below how to change the password you use to sign in to CRM Online 2011.

As we mentioned in a previous article regarding security in Microsoft CRM Online 2011, sign-in services for multiple Microsoft cloud-driven products, including CRM Online 2011, are all tied into a singular Windows Live ID e-mail address. Users sign in to CRM Online 2011 using this Windows Live ID e-mail address. To change the password you use to sign in to CRM Online 2011, you must change your Windows Live ID password. So how can you change that password?

Microsoft has actually provided a site just for that. Click Change your Windows Live Password to get started.

If you are not already signed in, the Windows Live sign in page opens (see below). Enter your Windows Live ID and Password and click the Sign in button.

 Change your CRM Online 2011 password

The Change your password page opens (see below). Enter your Old password for verification. Enter your new password into both the Type new password and Retype new password fields and click the Save button.

 Change your Microsoft Dynamics CRM Online 2011 Password

Wasn’t that easy? Just like that and you’ve not only changed your password, but you’ve learned something new. We know this quick tip was pretty easy to follow. If you’re looking to get a little more technical, Microsoft Dynamics CRM Online 2011 training or a stop by the free videos on the CRM Online Success Portal may be right for you.

Read More

Let’s take a look inside CRM Online 2011 with Advanced Find: Part 3

Advanced Find is a flexible and powerful tool used to analyze Microsoft Dynamics CRM Online 2011 databases. Readers of this xRM.com blog have been flexing their Advanced Find skills in the last two blog posts, and have gotten as far as creating their own saved view with a dynamic filter. Now, we’re going to walk them through sharing and exporting this view.

No special permissions are necessary to use Advanced Find in Microsoft CRM Online, although you will only be able to view data that you have permission to read. This blog post continues where Part 2 left off, and will be using an Advanced Find query that was saved in Part 1.

Let’s get started. Click Advanced Find in the ribbon (see below). Regardless of where you are in CRM Online 2011, Advanced Find is generally available in the ribbon.

CRM Online 2011 with Advanced Find

The Advanced Find window opens. Click Saved Views in the ribbon (see below).

CRM Online 2011 with Advanced Find

The Advanced Find window refreshes with a list of Active Saved Views available for sharing. Check the box to the left of “Los Angeles” to select the saved view and click  Share in the ribbon.

CRM Online 2011 with Advanced Find

The Who would you like to share the selected view with? window opens (see below). Click Add User/Team.

CRM Online 2011 with Advanced Find

The Look up Records window opens (see below). The Look for: drop-down menu defaults to the User entity. Let’s leave that as-is. Every user whose box you check on this page will have the Los Angeles saved view shared with them. In this example, we check the box corresponding to the “xRM Guy” user and click the Add button.

CRM Online 2011 with Advanced Find

You’ll notice that “xRM Guy” has been added to the Selected records: field (in the rectangle below). Click OK.

CRM Online 2011 with Advanced Find

Determine whether you want this user to be able to Read, Write, Delete or Assign this view by marking the corresponding checkboxes (see below) and click OK to finalize your changes.

CRM Online 2011 with Advanced Find

The next time that xRM Guy signs in to CRM Online 2011, he will have the “Los Angeles” saved view available as an option in his drop-down menu of Accounts views. This will give xRM Guy access to the list of Accounts he should visit when he’s in Los Angeles, as described earlier in our story in Part 1 and Part 2 of this blog series. But what if xRM Guy isn’t a CRM Online 2011 user? Let’s export your view to a Microsoft Office Excel file and send it over!

Click Advanced Find in the ribbon (see below).

CRM Online 2011 with Advanced Find

The Advanced Find window appears. Click Saved Views in the ribbon (see below).

CRM Online 2011 with Advanced Find

Open the Use Saved View drop-down menu (see below), select “Los Angeles”, and click Results.

CRM Online 2011 with Advanced Find

Advanced Find returns the results of your query (see below). We can now export this current list of accounts using a built-in tool. Click Export Accounts.

CRM Online 2011 with Advanced Find

The Export Data to Excel window opens (see below). Leave Static Worksheet with records from this page selected and click Export.

CRM Online 2011 with Advanced Find

The File Download window opens (see below). Save the Excel file to your desktop.

CRM Online 2011 with Advanced Find

At this point, it’s up to you to get this file into the hands of your representative. We do recommend using e-mail or Microsoft Office SharePoint Server to transfer files though.

Want to learn more about CRM Online 2011? Many current experts began cutting their teeth as novices over at the CRM Success Portal where we provide free tutorial videos.

Read More

Let’s take a look inside CRM Online 2011 with Advanced Find: Part 2

If you’ve been following the xRM.com blog, then you’re probably eager to dive into Part 2 of our Advanced Find series. In one of our previous posts we took a quick dive into one of the more powerful tools found in Microsoft Dynamics CRM Online 2011, Advanced Find. First we broke down the finer details of operating an Advanced Find query, and then we showed you how to save that query for later.

Now that you have learned to search using Advanced Find, we’re going to show you how to quickly arrange and analyze the data that you find.

No special permissions are necessary to use Advanced Find in Microsoft CRM Online, although you will only be able to view data that you have permission to read. This blog post also continues where Part 1 left off, and will be using an Advanced Find query that was saved in Part 1.

Let’s get started. Click Advanced Find in the ribbon (see below).

 CRM Online 2011 with Advanced Find

The Advanced Find window opens (see below). Open the Use Saved View drop-down menu, select “Los Angeles”, and click Results.

 CRM Online 2011 with Advanced Find

If you look below, you’ll see the result of the Advanced Find query that we created in our previous post. This query is returning a list of all Accounts that are located in Los Angeles. Did you notice that only the Account Name, Primary Contact, and Main Phone columns are visible?

 Microsoft CRM Online 2011 with Advanced Find

If you were to share this list as-is with your service representative traveling to Los Angeles, that person may find the information provided a little scarce. Let’s increase the amount of information being displayed in this view by adding some columns to the view.

Click the Advanced Find tab in the ribbon (see below) and click Edit Columns.

 Microsoft Dynamics CRM Online 2011 with Advanced Find

The Edit Columns window opens (see below). This is the tool we use to add or remove columns from the results of the Advanced Find. Click Add Columns.

 Microsoft CRM Online 2011 with Advanced Find

The Add Columns window opens (see below). This window contains a list of every entity attribute that can be added to the list of columns returned by your Advanced Find. Any custom attributes created during Microsoft Dynamics CRM Online customization and configuration will also be listed. Check the box next to “Address 1: Street 1” and “Address 1: Zip/Postal Code” and then click the OK button.

 Microsoft CRM Online 2011 with Advanced Find

The Edit Columns window refreshes with your changes (see below). “Address 1: Street 1” and “Address 1: Zip/Postal Code” are now included in the columns of your view. Let’s re-arrange the order of the columns in a slightly more logical fashion. We’ll select the columns in the view below and move them around using the green, left- and right-facing arrow buttons.

Scroll sideways in the window until you see the “Primary Contact” column listed. Click on the “Primary Contact” column to select it and then click on the green, left-facing arrow twice to position it to the left of “Address 1: Street 1”.

 Advanced Find with Microsoft CRM Online 2011

Your Edit Columns window refreshes and should now look just like the image below. If not, you may need to continue rearranging your columns by selecting them and then using the green arrow buttons. Once you’re happy with how your columns are arranged, click the OK button.

 Advanced Find with CRM Online 2011

The Advanced Find window refreshes (see below). Click Results in the ribbon.

 Advanced Find with Microsoft CRM Online 2011

The results of your recently modified Advanced Find query are returned (see below). Although we only added two columns of data, this view is much more useful to a service representative traveling in Los Angeles.

 Advanced Find with Microsoft CRM Online 2011

In the interest of your attention span, we’re going to wrap this post up! Let’s finalize our changes though before we do. Click the Advanced Find tab in the ribbon and then click Save.

 Microsoft Dynamics CRM Online 2011 Training

Your “Los Angeles” Accounts saved view is now saved with your most recent changes. So what can we do with this saved view now? We can share it with others privately; publish it for all of your users to use, or export data directly from it! If you want to learn how to do all those things, you’ll just have to keep watching this space as that is exactly what one of our upcoming posts will be covering. Can’t wait? Microsoft Dynamics CRM Online Video Training led by a CRM Online 2011 specialist may be the perfect choice for you!

Read More