Microsoft Dynamics® CRM Training

Advancement with Foundation xRM

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Welcome to Advancement with Foundation xRM. Let's dive right in. This video will not only explain what xRM is, but will also go over subscription and deployment options, available customizations, and even demonstrate the product. Foundation xRM is built on Microsoft Dynamics 365, meaning that it's accessible anytime, anywhere with an Internet connection, via portal.office.com, and the full functionality of the Dynamics 365 platform is available to anyone who subscribes to Foundation xRM. What does this mean? It means that in addition to Advancement-specific tools for constituent management, fundraising management, and marketing, you'll have access to a plethora of other useful tools, including those for field service, gamification, project service, and resource scheduling. Foundation xRM stands out from the competition in some very important ways. While most advancement systems focus on the entering of data, Foundation xRM is built to provide better outputs, which ultimately helps organizations raise more money. Also, Foundation xRM is not locked down, so further development and customizations are possible. Out-of-the-box, the typical functions your organization needs will all be available, but the ability to make changes exists, and is encouraged, unlike with many advancement solutions. Making changes, in fact, is encouraged so much so that Foundation xRM deployment packages include customizations for advancement processes specific to your organization. It's a combination of power of platform and extensibility and flexibility that puts Foundation xRM on a whole new level within the Advancement space. Choose one of two subscription options and three deployment choices to get started. The difference between the two subscription options is simply the number of users. Both subscription options are on the Microsoft Dynamics 365 plan 1, and cost an additional $12.50 per user per month for the Foundation xRM license. The three deployment packages are Basic, Intermediate, and Advanced, and the table shown on xrm.com/foundation gives an at-a-glance view of the package similarities and differences. Scroll down to just below the package comparison table, and click the arrow for each deployment offering to view the details of each package. What customizations are included when you subscribe to Foundation xRM, though? There are a number of specific changes that need to be made to Foundation xRM to make it fit your organization perfectly, such as sitemap modifications, system settings survey/review, security roles assignment, forms, views, dashboards, and reports. These changes are included with all three deployment packages, however, you will notice that for some changes, the value increases with each step up in deployment package. For example, all three packages include Security Roles Assignment, but the number of roles configured varies from two to four, depending on which package is chosen. If your organization subscribes to Office 365, then all packages also include configuration of server side synchronization, which allows emails, tasks, appointments and contacts to flow between Office 365 and Foundation xRM seamlessly, and SharePoint integration, which allows for document management in the context of Foundation xRM records. In addition to the changes we just discussed, the intermediate and advanced packages will include a few extra changes: one or two Advancement Process Flows, and four to eight email templates, depending on deployment package. And of course, there are a few things that come with the Advanced package that neither of the other packages includes. Data Migration, Workflow Automation, and Click Dimensions Installation. This option is the most comprehensive, though all three packages offer extreme value. All subscriptions and deployment packages include a critical 5-step deployment process, consisting of Requirements and Planning, Configuration, Testing, Training, and Support. Let's take a look inside Foundation xRM and see just a little bit of what it has to offer. The Constituents entity contains all the constituents that have been added to the system; you can add new constituents, delete them, view and edit their details, and more. Within a constituent record, you'll not only see things like name, birthdate, marital status and gender, but you'll see University and Donation Affiliations, Spouse Name, Soft Credit, Recent Giving & Donation credits, and so much more. Constituent records show all information that's documented in Foundation xRM for each constituent; if you're not sure of how a constituent relates to a specific type of record, such as connections, you can easily find that information using the Related Records function. The Fundraising entity contains everything from Organizations and Constituents to Volunteerism, Donations, and Research Reports. You can even create Associations, Households, Pledges, and Goals here. The Marketing entity contains Campaigns, Marketing Lists, Email Templates and more. Dashboards are provided, and you can create additional, custom dashboards, to display the information that's most important to you all on one screen. Search, Recently Viewed Items, Quick Create, and Advanced Find are some extremely useful tools that are available on every page within Foundation xRM. Use these functions to find content, or access recently used content, and create new content, all without leaving the page you're currently on. This is just a small sample of what Foundation xRM has to offer. Check out xrm.com/foundation for all the details, then contact us to find out more, and request a demo! We are confident that Foundation xRM is the Advancement solution that your organization needs. Thanks for watching this video by xRM!

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