Archive for the ‘Non-Profit Solutions’ Category


Reasons Nonprofits Should Use Microsoft CRM Online (5/5)

November 20, 2009

Reason #5. Low IT footprint

Chances are your organization already has the IT structure in place to roll out CRM Online without additional hardware costs or time-consuming software installation.  In our experience, most nonprofit workgroups can be up and running within a day.  An easy-to-install Outlook plugin takes just a few minutes to get a CRM Online user up and running in Outlook.  No complicated server installation, and no new programs to install on your users’ pc’s.

There are many other reasons professionals in nonprofit organizations are turning to CRM Online to make their workgroups more effective and productive.  We’ve just listed a handful here.  Watch this blog, and we’ll tell you much more.

To learn more about the $9.99 per user per month special pricing for qualified nonprofit organizations, call us at (800) 322-1049 or contact tim @


Reasons Nonprofits Should Use Microsoft CRM Online (4/5)

November 19, 2009

Reason #4. Shared contact lists

Do you and your colleagues need to share and update lists of contacts for events, labels, letter merges and e-mailings?  The CRM Online “Marketing List” feature allows you and your colleagues to access and update shared contact lists that integrate with Excel or Word.

Perhaps you need to do a mailing to your governing board for a forthcoming meeting.  Or maybe you need to get a holiday card or annual fund mailing out.  Need to do a mail merge to a group of volunteers?  CRM Online marketing lists are merged in Word.  And since contact address details are shared in your CRM Online database, you never need to worry about using a spreadsheet that isn’t up to date.

If you merge letters, labels and e-mail messages in Microsoft Office, you’ll love the Marketing List feature in Microsoft CRM Online.

To learn more about the $9.99 per user per month special pricing for qualified nonprofit organizations, call us at (800) 322-1049 or contact tim @


Reasons Nonprofits Should Use Microsoft CRM Online (3/5)

November 18, 2009

Reason #3. CRM Online allows you to select Outlook contacts for sharing

Would you like to be able to share some of your Outlook contacts with your colleagues so that all of you know what each other has done or is planning to do with these contacts?  How many times have you called a volunteer, donor or board member, only to find out from the person you called  that someone else from your organization called earlier in the day?  Want to eliminate crossed wires at your nonprofit?

CRM Online allows you to share an Outlook contact with one click of the mouse.  If you and your colleagues share a contact in CRM Online, you’ll have at your fingertips a history of everything you and your colleagues have done with this contact.  You’ll also know what others have scheduled with this contact in activities set for some time in the future.  You’ll never have crossed wires again.

You and your colleagues have information about mutually important contacts, organizations and projects.  Wouldn’t you like to be able to share a note that you know others will be able to read?  You can even attach documents  like a PDF or Word file to contacts, organizations and projects in Microsoft CRM Online that colleagues in your workgroup can see.

To learn more about the $9.99 per user per month special pricing for qualified nonprofit organizations, call us at (800) 322-1049 or contact tim @


Reasons Nonprofits Should Use Microsoft CRM Online (2/5)

November 17, 2009

Reason #2: CRM Online uses the Outlook Calendar

Do you and your colleagues share an Outlook calendar?  Who doesn’t, these days.  Would you and your colleagues like to track selected Outlook activities back to organizations, contacts and projects?  Perhaps you need to track activities with individual major donors, and you want to share this information with others who are working with you.  Or perhaps you want to relate meetings with colleagues to a grant proposal in the works.  Maybe you’re scheduling cultivation meetings on behalf of a board member or and executive at your nonprofit.

Wouldn’t it be great to track all these things on the Outlook calendar, and link Outlook activities to contacts, organizations, proposals or projects?  Linking an Outlook activity takes just a click of the mouse in CRM Online.

To learn more about the $9.99 per user per month special pricing for qualified nonprofit organizations, call us at (800) 322-1049 or contact tim @


Reasons Nonprofits Should Use Microsoft CRM Online (1/5)

November 16, 2009

Calling all nonprofit professionals:  This week, our blog will focus on the top  5 Reasons to consider Microsoft Dynamics CRM Online for your nonprofit organization.  Look for a new reason each day, and if you’d like to take advantage of special $9.99 per user per month pricing for qualified nonprofit organizations, call us at (800) 322-1049 or send an e-mail to tim @

Looking for a database to share with colleagues?  Over the past year we’ve worked with many new users in the nonprofit sector, and here are some of the top reasons they’ve rolled out Microsoft Dynamics CRM Online to improve their effectiveness of their nonprofit organization.

1. Reason #1:  CRM Online is cost-effective

Now more than ever educational institutions and nonprofit organizations need to watch their budgets. Special pricing for the nonprofit sector makes Microsoft Dynamics CRM Online the least expensive solution for sharing data among colleagues.   Contacts, projects, and organizations and activities are typical things that nonprofit professionals need to share with their colleagues.

Microsoft CRM Online users never need to leave Outlook because CRM Online integrates fully with Microsoft Office.  Your users are already pretty familiar with Outlook, Word and Excel, so even your training for Microsoft CRM Online would be less involved than other competitive products.  Qualifying nonprofits can deploy CRM Online for as little as $9.99 per user per month.

To see if you qualify for $9.99 per user per month NFP pricing for Microsoft CRM Online, call us at (800) 322-1049 or by email tim @



Useful Data Cleanup Functions in Excel

November 12, 2009

We are often hired to import existing data into Microsoft Dynamics CRM, and much of this data comes to us in the form of Excel spreadsheets.  Most of these spreadsheets require some form of data cleanup before they can be imported into CRM.

We thought it might be helpful to post a list of functions we commonly use for cleanup in Excel.  Knowing these Excel features can make your life a *lot* easier if you are tasked with preparing data.

Concatenate: Use this functions to bring two fields together.  Let’s say, for example, you have purchased data from a mail house.  The

Proper: Sometimes, we get Excel spreadsheets where all company names are in UPPERCASE.  Use the Proper function to change this data to just capitalize the first letter of each word.  With company names like ABC Company, you’ll have some extra cleanup, but this function should clean up most of the company names.

Clean: Especially with data originally exported from Outlook, it’s common to see non-printing characters (like a hard return) in Excel cells.  You can use the Clean function to remove these non-printing characters en masse.

Data Transpose: Rows represent records, and columns represent fields.  If you have a spreadsheet that is set up the opposite way (with each column representing a record) then you can use the transpose function to switch the data around easily.  Copy all data, go to a new Excel spreadsheet, and Click Edit | Paste Special.  Then  choose the Transpose option and click OK.

Search/Replace: It may seem obvious, but the search/replace feature in Excel is a lot easier if done before you import data into CRM.