Using Dynamics 365 CRM For Volunteer Management

In this Community Summit North America 2022 moment, Ms. Laura Jacobowitz, Development/Technical Manager, Axtegrity Consulting, explains how to use Dynamics 365 CRM Sales to manage non-profit volunteer activities.

Highlights

00:08 – There are various roles required for different non-profit events. In her presentation, Ms. Jacobowitz uses the example of a bake sale. When planning an event, a leader must identify the required roles and find volunteers to fill those roles.

00:53 – Within Microsoft Volunteer Management, there is a portal that volunteers can log into. Volunteers can specify their abilities, availability, key interests, and search for events. In the Microsoft world, events are called engagements. Volunteers can search for engagements they are interested in and sign up.

01:33 – Microsoft’s Volunteer Management portal is powered by Microsoft’s Power Platform.

02:31 – In the Volunteer Management portal, event hosts can create descriptions, enter the start, and end date and time, and list any other general information about the event that may be useful to volunteers. In the portal overview, a host can see the required roles they have identified and see who has signed up for them.

03:33 – The Volunteer Management portal is not intended for scheduling purposes, although the system can track the number of hours in which volunteer coverage is needed to ensure that coverage is provided during the entire duration of an event.