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Announcing Wealth Management and CRM for Nonprofit Organizations templatesPalak KadakiaMicrosoft EmployeeMonday, October 31, 2011 6:55 PM
The Microsoft Dynamics CRM team has released two new templates on the Dynamics Marketplace!
Microsoft Dynamics CRM for Nonprofit Organizations
Available functionality includes donor management, donation management and volunteer management. This replaces the current Donation Management 1.2 for Microsoft Dynamics CRM.
Microsoft Dynamics CRM for Wealth Management
This template demonstrates how CRM can be used by wealth managers for effectively managing client relationships. It is available here: http://dynamics.pinpoint.microsoft.com/en-US/applications/microsoft-dynamics-crm-for-wealth-management-12884926609
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