How Charities Can Effectively Manage Volunteers Using Dynamics 365 – on-demand webinar


This 45-minute on demand webinar focuses on “How charities can manage volunteers with Microsoft Dynamics 365 / NfP 365”, showcased by our m-hance specialists Tory Cassie and Adrian Cole. The session consists of:

  • High level overview of NfP365
  • Contacts and Volunteer Details records
  • Volunteer onboarding using a D365 Business Process Flow
  • Welcome Letter Document Generation
  • Tracking communications and interactions with volunteers
  • Managing Volunteer Skillsets, Roles and Availability
  • Recording Volunteer Hours / Time Recording
  • Thanking
  • Volunteer Self Service using Dynamics 365 Portal

You can download this webinar by completing the form opposite.