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Contact Relationship Management (CRM)

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Without an effective system to track donors and other constituents, you can spend too much time just trying to figure out who to contact and miss out on many fundraising opportunities.

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TechSoup is proud to announce the newest version of Microsoft Dynamics CRM.

Microsoft Dynamics CRM is customer relationship management (CRM) server software that offers tools for storing and analyzing customer records.

Is It Right for My Organization?

Microsoft Dynamics CRM is ideal for larger organizations that store substantial constituent data and run analytics on it. You can also automate your most common processes, saving time and money

What's New in Microsoft Dynamics CRM 2013?

  • New User Interface

Matt Jung's picture
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This inaugural post highlights the big nonprofit technology stories of 2012, including making websites viewable on mobile phones, using mobile phones more in the workplace, cloud computing, social media fundraising, foundations and Microsoft donations, greater self-sufficiency among NGOs in developing countries, and some cutting edge things like hackathons. This was an original December blog post by TechSoup's Jim Lynch:

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Donors are the lifeblood of nonprofit organizations. You need them to survive. But how do you manage your donors' contribution information -plus all the personal details key to maintaining successful relationships -for a price that won't break the bank?

171 SGD
dynamics 365 CAL
Description: 

The Dynamics 365 for Customer Service (On-Premises) user CAL provides a user with access to the customer service application in Dynamics 365 (On-Premises) Server from any device. Dynamics 365 (On-Premises) Server is the on-premises version of Microsoft Dynamics 365 and runs on Windows Server. The on-premises version of the Dynamics 365 for Customer Service application provides a limited subset of the customer relationship management (CRM) capabilities that are available in the cloud-based version.

This donation provides one Dynamics 365 for Customer Service (On-Premises) user CAL. The rights to run Dynamics 365 (On-Premises) Server software and the Dynamics 365 for Customer Service (On-Premises) application are included with the CAL. For additional information about Dynamics 365 (On-Premises) and its licensing requirements, see the Guide to Dynamics 365 Products and Licensing.

 

Which Versions of This Software Are Available?

You can choose to download the current version or the previous version of this software. You can find out which version is the current one on the Current Versions of Microsoft Products page. In addition, you can download the software in any language that's available.

 

Benefits for Organizations

You can use Dynamics 365 for Customer Service (On-Premises) to

  • Simplify relationship management by bringing together all constituent information into a central location
  • Automate and streamline processes by identifying best practices and creating consistent procedures

 

Major Capabilities

  • Create reports: Reports are available with on-demand, scheduled, or event-based delivery and can be generated by users without IT assistance.
  • Import data: Users can upload data in bulk to integrate contacts, emails, tasks, appointments, or notes with the appropriate customer records.
  • Track correspondence: Replies to tracked emails are automatically tracked as well, allowing users to quickly see all pertinent correspondence with or about a customer.
  • Deploy a knowledge base: You can set up a searchable knowledge base for your employees to provide them with consistent answers across channels.

 

License Information

CALs do not require media, license keys, or setup codes.

CALs offered through TechSoup are always for the currently offered version of the server software. However, these licenses can also be used with earlier versions of the server software.

 

Obtaining This Product

The right to run Dynamics 365 (On-Premises) Server software is included with the CAL. No additional licenses are needed for server software.

Installing this product requires you to download the software from the Volume Licensing Service Center and enter a license key. You can download any available version or language for your product.

Expect two emails:

  1. When your donation request has been approved, TechSoup will send a message to your organization email address. This email will confirm the number of licenses you have requested and provide information about how to use the VLSC once Microsoft accepts your license agreement. Make sure the email address in your organization details is up to date by visiting your account
  2. Microsoft will send an email welcoming your organization to VLSC. This email will indicate that Microsoft has accepted your license agreement. After you receive this email, you'll be able to follow the steps in the first email you received from TechSoup to obtain your donation through the VLSC.

 

Software Assurance

Under the Software Assurance program, you have the right to install any new release of products covered in the agreement during the term of your coverage.

63 SGD
dynamics 365 CAL
Description: 

The Dynamics 365 for Sales (On-Premises) user CAL provides a user with access to the sales application in Dynamics 365 (On-Premises) Server from any device. Dynamics 365 (On-Premises) Server is the on-premises version of Microsoft Dynamics 365 and runs on Windows Server. The on-premises version of the Dynamics 365 for Sales application provides a limited subset of the customer relationship management (CRM) capabilities that are available in the cloud-based version.

This donation provides one Dynamics 365 for Sales (On-Premises) user CAL. The rights to run Dynamics 365 (On-Premises) Server software and the Dynamics 365 for Sales (On-Premises) application are included with the CAL. For additional information about Dynamics 365 (On-Premises) and its licensing requirements, see the Guide to Dynamics 365 Products and Licensing.

 

Which Versions of This Software Are Available?

You can choose to download the current version or the previous version of this software. You can find out which version is the current one on the Current Versions of Microsoft Products page. In addition, you can download the software in any language that's available.

 

Benefits for Organizations

You can use Dynamics 365 for Sales (On-Premises) to

  • Simplify relationship management by bringing together all constituent information into a central location
  • Save time by sharing information and existing work across the organization, allowing you to reuse effective campaigns, marketing, and service materials rather than creating new ones
  • Automate and streamline processes by identifying best practices and creating consistent procedures

 

Major Capabilities

  • Create reports: Reports are available with on-demand, scheduled, or event-based delivery and can be generated by users without IT assistance.
  • Import data: Users can upload data in bulk to integrate contacts, emails, tasks, appointments, or notes with the appropriate customer records.
  • Track correspondence: Replies to tracked emails are automatically tracked as well, allowing users to quickly see all pertinent correspondence with or about a customer.
  • Deploy a knowledge base: You can set up a searchable knowledge base for your employees to provide them with consistent answers across channels.

 

License Information

CALs do not require media, license keys, or setup codes.

CALs offered through TechSoup are always for the currently offered version of the server software. However, these licenses can also be used with earlier versions of the server software.

 

Obtaining This Product

The right to run Dynamics 365 (On-Premises) Server software is included with the CAL. No additional licenses are needed for server software.

Installing this product requires you to download the software from the Volume Licensing Service Center and enter a license key. You can download any available version or language for your product.

Expect two emails:

  1. When your donation request has been approved, TechSoup will send a message to your organization email address. This email will confirm the number of licenses you have requested and provide information about how to use the VLSC once Microsoft accepts your license agreement. Make sure the email address in your organization details is up to date by visiting your account
  2. Microsoft will send an email welcoming your organization to VLSC. This email will indicate that Microsoft has accepted your license agreement. After you receive this email, you'll be able to follow the steps in the first email you received from TechSoup to obtain your donation through the VLSC.

 

Software Assurance

Under the Software Assurance program, you have the right to install any new release of products covered in the agreement during the term of your coverage.

14 SGD
dynamics 365 CAL
Description: 

The Dynamics 365 for Team Members (On-Premises) user CAL provides a user with basic or read-only access to Dynamics 365 (On-Premises) Server from any device. Dynamics 365 (On-Premises) Server is the on-premises version of Microsoft Dynamics 365 and runs on Windows Server.

This donation provides one Dynamics 365 for Team Members (On-Premises) user CAL. The rights to run Dynamics 365 (On-Premises) Server software are included with the CAL. For additional information about Dynamics 365 (On-Premises) and its licensing requirements, see the Guide to Dynamics 365 Products and Licensing.

 

Which Versions of This Software Are Available?

You can choose to download the current version or the previous version of this software. You can find out which version is the current one on the Current Versions of Microsoft Products page. In addition, you can download the software in any language that's available.

 

Benefits for Organizations

You can use Dynamics 365 for Team Members (On-Premises) to

  • Simplify relationship management by bringing together all constituent information into a central location
  • Automate and streamline processes by identifying best practices and creating consistent procedures

Major Capabilities

  • Create reports: Reports are available with on-demand, scheduled, or event-based delivery and can be generated by users without IT assistance.
  • Track correspondence: Replies to tracked emails are automatically tracked as well, allowing users to quickly see all pertinent correspondence with or about a customer.
  • Deploy a knowledge base: You can set up a searchable knowledge base for your employees to provide them with consistent answers across channels.

 

License Information

CALs do not require media, license keys, or setup codes.

CALs offered through TechSoup are always for the currently offered version of the server software. However, these licenses can also be used with earlier versions of the server software.

 

Obtaining This Product

The right to run Dynamics 365 (On-Premises) Server software is included with the CAL. No additional licenses are needed for server software.

Installing this product requires you to download the software from the Volume Licensing Service Center and enter a license key. You can download any available version or language for your product.

Expect two emails:

  1. When your donation request has been approved, TechSoup will send a message to your organization email address. This email will confirm the number of licenses you have requested and provide information about how to use the VLSC once Microsoft accepts your license agreement. Make sure the email address in your organization details is up to date by visiting your account
  2. Microsoft will send an email welcoming your organization to VLSC. This email will indicate that Microsoft has accepted your license agreement. After you receive this email, you'll be able to follow the steps in the first email you received from TechSoup to obtain your donation through the VLSC.

 

Software Assurance

Under the Software Assurance program, you have the right to install any new release of products covered in the agreement during the term of your coverage.

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