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- Explore the importance of Volunteer Management and Engagement in nonprofits, from opportunity publication to post-engagement activities in Microsoft for Nonprofits.
In this module, you will:
- Learn the core capabilities of Volunteer Management and Volunteer Engagement and how they work together.
- Get started with Volunteer Management and Volunteer Engagement.
- Learn how to set up engagement opportunities in Volunteer Management, including adding descriptions, locations, requirements, and schedules within Microsoft for Nonprofits.
In this module, you will:
- Create a new engagement opportunity.
- Set description, location, requirements, and schedule for an engagement opportunity.
- Configure message settings to automatically send messages to participants at key stages.
- Configure post settings for an engagement opportunity.
- Publish an engagement opportunity.
- View a summary of an engagement opportunity.
- Learn to manage volunteer details, track participation history, and use groups for efficient volunteer management in Microsoft for Nonprofits.
In this module, you'll:
- Manage volunteer details such as personal and contact details, qualifications and preferences, and availability.
- See a history of a volunteer's participation.
- Use groups to manage volunteers with common interests, roles, or affiliations.
- Learn how to approve applications, onboard volunteers, record attendance, and close engagement opportunities in this module.
In this module, you will:
- Add participants to an engagement opportunity
- Manage applications for an engagement opportunity
- Take volunteers through an onboarding process
- Assign volunteers to shifts
- Mark attendance for an engagement opportunity
- Close an engagement opportunity
- Explore and manage volunteer opportunities with the Volunteer Engagement module. Update profiles, apply for roles, and track participation in Microsoft for Nonprofits.
In this module, you will:
- Search, view, and apply for upcoming engagement opportunities as a volunteer
- Update your profile as a volunteer
- View upcoming engagements, select shifts, and view past engagements as a volunteer
- Set up qualification types, onboarding templates, and preference types in the Volunteer Management app.
In this module, you will:
- Set up qualification types
- Set up onboarding templates
- Set up preference types
- Discover integration of Volunteer Management with Exchange, Outlook, SharePoint, and Fundraising in Microsoft for Nonprofits.
In this module, you will:
- Integrate with Exchange or Outlook to send email messages from Volunteer Management.
- Manage documents related to Volunteer Management in SharePoint.
- Integrate Volunteer Management with Fundraising and Engagement.
