Overview of CRM Online for Nonprofit IT Professionals and Data Administrators (2 hours)  This overview is designed for nonprofit professionals considering deploying Microsoft CRM Online within the Office 365 environment.  By the end of this session, participants will be able to distinguish major features that are relevant to nonprofit management and the potential for customizing CRM to a specific not-for-profit need.

 

CRM Administrator Boot Camp for Nonprofits (2 days) This comprehensive course is designed to orient nonprofit IT professionals and data managers with all of the administrative features in Microsoft Dynamics CRM.  By the end of this course, students will be able to perform the role of system administrator for their organization's CRM database and have a thorough knowledge of the customization needed to adapt CRM from a sales environment to a nonprofit environment.  Note: This course does not include topics related to the installation and deployment of Microsoft Dynamics CRM on-premise.