Donations Management solution for two users only RRS feed

  • Question

  • Hello there. We are looking to deploy Dynamics CRM shortly but I have a quick question. We will have 20 or so users using the standard CRM system, and only 1 or 2 users who will need to use the donations management tool. Is it possible to install the donations solution for only 2 users in the organisation? From installing it as a trial, I note that it overwrites all of the CRM fields which is okay for the two donations processors but not for everyone else who needs the standard system. How would this work? I have tried looking at the customisations and user tool to see if you can specify who sees an application solution, but I can't seem to figure it out. Any help you have would be great!
    Thursday, August 25, 2011 1:18 AM


  • If using 2011, you would be able to import it and create new forms to look like the old one, create security roles that contain the relevant entities and related the forms to the relevant security roles. And lastly modify the sitemap and set priviliges to keep irrelevant areas from the users.

    The MS donation management solution from marketplace, will though rename some of the default entities and fields, and that WILL effect the forms for the standard CRM solution.

    Doing the above customizations is not a huge job.. but for a non-CRM consultant that has no experience with the MS donation management solution.. it will take 50-100 hours to run through the system and set up forms, views, workflows, sitemap etc etc etc. An experience CRM consultant with Donations management experience would maybe be able to do it in 3-4 days.

    But for what reason do you want to run both CRM systems in the same organization? Will there be an overlap of contacts/accounts that is important to keep updated in both systems?

    Otherwise you should consider just making another CRM organization (or create a new online) and run the two seperately.



    CRM consultant - ColumbusIT Denmark

    Thursday, August 25, 2011 7:19 PM