Best "configuration" to use CRM for Non-Profit Organization RRS feed

  • Question

  • Hello,

    Our non-profit places volunteers in schools to do storytime every week and so far we are using a google doc where in each line we have the volunteer info and the teacher's info. For example


    jOHN SMITH    12234456              ASASAS@ASASA.COM        MARY SMITH    MARY@SMITH.COM   AWESOME ACADEMY   123 Main

    As we are part of a public library that recently purchased Microsoft Dynamics, they are letting us test it and see if it would work with our needs. I have been a couple of days playing with it, and I can see it useful, but I am not sure how to start. I know I need to build at least three different kinds of data, TEACHER, VOLUNTEER and SCHOOL but I am not sure if I should all do it as CONTACTS or ACCOUNTS. I can also see that I can "relate them" but not sure what is the best way to do so.

    Our data is pretty static, with just few changes on Teachers Names and Volunteers twice a year, but we have a lot of contact (ACTIVITY) with volunteers so we love the idea of keeping track of intereactions, so we dont duplicate work.

    Do you suggest using CRM one way or another? Any good tutorial for what I want to do?


    Tuesday, January 31, 2017 6:33 PM

All replies

  • Hi,

    Not easy to answer but of the top of my head you could use accounts for schools and contacts for the teachers since they work at the school. For the volunteers, do they use the system and should have a user or are they assets?

    One way you could do it is to set up an account which is Volunteer pool and have contacts under that with a contact type volunteer which you can use.

    It can be done in many ways though and until someone have a look at the needs you will probably get answers that will clash with another need which you might have missed in the question. Take this answer as a way of thinking rather than your solution.


    Rickard Norström Developer CRM-Konsulterna
    Swedish Dynamics CRM Forum: http://www.crmforum.se
    My Blog: http://rickardnorstrom.blogspot.se

    Monday, February 6, 2017 1:41 PM