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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After playing around with the customizations file, it seems that there are more than just visualizations that will cause the import to fail.
If you're really interested, just turn on tracing and start reviewing and correcting the import errors one at a time.