Yesterday Microsoft announced a solution for non-profits that includes special pricing and customizations to help get non-profits up and running quickly.
The customizations include the following features:
- Donation and pledge management
- Basic membership management
- Basic volunteer tracking
- Campaign management
- Excel dashboard reports
- Payment solution for online donations
Unfortunately, at this point it looks like the solution is for CRM Online only due to the fact that CRM Online has a feature called “Visualizations,� which are charts, and CRM OnPremise does not. Since the customizations were created and exported from CRM Online, they will not import into CRM OnPremise.
As a curiosity this morning, I created a test organization and tried importing the customizations (found below) but the CRM OnPremise thought the customization file was invalid because of the extra visualization elements.
Links of Interest
- Original ZDNet article by Mary Jo Foley
- Microsoft Press Release
- Signing up for a Non-Profit CRM Online account
- Documentation, customizations, and other information
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