Non-Profit template for MS CRM 2011 RRS feed

  • General discussion

  • Hi All,

    This is the same post that I have put in here

    I have recently downloaded and installed the Non-Profit template for MS CRM from Pinpoint and as was mentioned by Matt in above forum post that documentation from previous version should get anybody started with how to use this template. So I am using this document of Not-for-Profit Accelerator (which was for Microsoft Dynamics CRM 4.0).

    I believe that the most recent template (the one i have downloaded) is an improvement over previous versions (whose doc i am referring), but I cant seem to figure out certain things:

    1. Is membership management removed or its renamed/reworked? It is explained on page 18 in the above document. Would appreciate your guidance on how best we can use it in the latest template. This is a critical requirement.

    2. Secondly, benefits and payment transactions have also been missing when you compare it with earlier version.

    Please let me know if I am missing something.

    Thanks and Regards,


    Tuesday, January 15, 2013 12:18 PM