Dynamics Volunteer: View All Active Applications

Created by Kevin Schmidt - HCPro, Modified on Thu, 9 Oct at 3:20 AM by Kevin Schmidt - HCPro

Go to Dynamics: https://ahima.crm.dynamics.com and log in to Dynamics using AHIMA SSO. Select the AHIMA-AMS app (If you do not see AHIMA-AMS in upper left, click hyperlink to open all apps then select). 


1. In Dynamics, click on the workplace in the bottom left corner and select Membership Mgmt. 





2. Select Volunteer Submissions from the list of entities on the left-hand nav. 



3. The default system view is set to Active Volunteer Positions. 




? QUICK TIP: Click the ellipsis on the top toolbar, then select Export to Excel to download an excel copy of all submissions.

 


? QUICK TIP: To open submission records, double-click on submission line to open the volunteer submission record (do not click on hyperlinks).



Volunteer Submission Record





Contents: 

  • ContactID - redirect to person record

  • Selected positions 

  • Responses to open-ended questions

  • File uploads- available in general tab, under timeline. 

  • Email confirmation- available in general tab, under timeline. 


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