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