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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Measuring Repeat Business in CRM Online

As CRM Online consultants at xRM (www.xrm.com), we listen to the needs of our clients and then make their vision a reality. This goes beyond implementing requests verbatim. It is important to take in the requirements, understand the driving factors behind them, and deliver a solution that meets the objectives beyond the explicit request of the client.

Recently a client expressed a need to differentiate revenue between first-time and repeat customers. Technically, a simple option set would accomplish this. The requested label of the field was “Client Type,” and the options were simply “New” and “Existing.” However, this solution would lead to less-than-reliable data as it would require user input to set the value. The client was concerned that in adopting a new CRM platform, users would often forget or not have time to verify whether the opportunity was new or repeat business. Fortunately, we settled on a simple way to systematically track repeat business by using a custom rollup field and a workflow.

For those of you uninitiated, a rollup field calculates an aggregate value computed over the child records related to a parent record. In this example, we use a rollup field to count the number of won opportunities related to an account. The process is quite simple.

From the entity in question, Account in this scenario, create a new field. (See below.) In the Type section, select “Whole Number” as the Data Type and “Rollup” as the Field Type. Next, click the Edit button.

Note that once you click the Edit button, CRM Online creates the field and the Data Type field can no longer be modified.

Measuring Repeat Business in CRM Online

The Rollup Field window opens. (See below.) In the RELATED ENTITY section, we choose the entity on which we want to perform the calculation, “Opportunities (Account)” in this example, which means any Opportunity records related to the Account record that has the rollup field. Next, we can optionally specify any filters. In this situation, we define an existing customer as any Account with one or more won opportunities. Therefore, we filter the Opportunities with “If Status equals ‘Won’”. Lastly, we set the aggregation, which will count the number of Opportunities that pass the filter, and then we click Save and Close.

Measuring Repeat Business in CRM Online

It’s important to understand that rollup fields operate on an asynchronous process, and the roll-up is performed every hour. A rollup calculation can be manually triggered by clicking the refresh icon in the actual rollup field on the form.

For testing purposes, it can be good to place the newly created field on the form somewhere to verify that it is calculating correctly. However, the field does not need to be present on any form for the Workflow that we will design shortly to function properly.

Before we can create the workflow, we need the “Client Type” field to exist. The customer in this example wanted the field to reside on the Opportunity entity. This is a simple option set where the values are “New” and “Existing”.

Once the necessary fields are in place, we can design the Workflow. This workflow is triggered whenever a new Opportunity record is created.

The first step is a Check Condition that checks if the Parent Account of the Opportunity has a Won Opportunities value greater than zero.

Measuring Repeat Business in CRM Online

If the Won Opportunities is greater than zero, then the workflow updates the Client Type to “Existing”. Otherwise, the Client Type is set to “New”.

Measuring Repeat Business in CRM Online

This workflow takes the human error component out of properly categorizing repeat business per these specifications. There is not only one way to design this workflow. The requirements of the scenario should dictate how the workflow should be written. What defines a repeat customer? Is there more than one way to establish a customer in CRM Online than with a won Opportunity? What other kinds of automation can be implemented from this logic? These are all important questions that need to be answered. As expert CRM Online consultants, xRM can help you achieve the optimal solutions.

You can learn more tips, tricks, and tutorials for Microsoft Dynamics CRM, please check out our xRM blog and our Success Portal. If you would like to receive training from our team of experts, please inquire about our QuickStart Training.

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