PMI-MN CRM Portal Knowledge Base
Key Volunteer Resources
IMPORTANT! To ACCESS the links on this page you must LOGIN to the Portal. If you do not have portal access please email firstname.lastname@example.org to request it.
This article provides direct links to PMI-MN volunteer key resources and general training. You can bookmark this page for easy reference.
To explore all available knowledge base resources please visit the Knowledge Base Home Page via the following link:
Operations and Board VolunteersLeadership Resources:
- Leadership Resources for PMI-MN Chairs This article provides key links and information to help get you started in your leadership role with PMI-MN.
- PMI Global Leadership - Key Documentation for Onboarding This article provides key links for PMI Global leadership documentation that must be reviewed as part of leadership onboarding.
- OPS CHAIR FAQs
- Operations Committee Resources (Home Page)
CCB Tickets - How to Create an Internal Support Ticket
This article provides an overview of Change Control Board FAQs and instructions on how to submit and manage a CCB Support or Work Request.
Conference ID Creation for Phone Calls
The following tutorial provides instructions for how to create a Conference ID for use in phone conference calls.
Create "Find Time" Surveys to Coordinate Team Meetings
This tutorial provides instructions on how to use the Find Time survey in Outlook to identify common availability to coordinate meeting times.
CRM Portal Invitation Acceptance Process
The following tutorial provides an overview of how to accept an invitation to the CRM Portal. NOTE: See Report Volunteer Hours via CRM Portal for instructions on how to report your hours via the CRM Portal.
This article provides a brief demo walk-through of the CRM Portal including how to navigate the Speaker Management, Volunteer Management and Knowledge Base
Distribution List Members - How to View Member List
This tutorial provides instructions on how to view the members list for a Microsoft Distribution List in Outlook.
Email Signature Creation or Edit via Outlook
These three tutorials provide instructions on how to update and set your email signature via Outlook Desktop, Outlook Online, and Outlook Mobile App.
Email Signature for PMI-MN Communications: Format and Setup Instructions
This article provides the official PMI-MN email signature format as well as a tutorial with instructions on how to setup your email signature O365 Outlook.
This article provides instructions on how to complete the Finance Form located on PMI-MN.org.
This article provides links to general instructions on how to share and post via LlinkedIn.
Login to CRM Portal via SharePoint Login Credentials
This tutorial demonstrates how to login to the PMI-MN CRM Portal via AZURE using PMI-MN SharePoint login credentials.
Login to SharePoint and Office 365
Marketing Request Process for External Communications
This article summarizes the 3 key processes required to ensure a timely marketing response for external Marketing, Branding, Communications and Messaging.
This article provides a helpful list for New Volunteers to get started in their role.
Paid Events Management via PMI-MN.org
This article provides a status update on the Paid Events Management System as of July 2018 with link to additional documentation on SharePoint.
Report Volunteer Hours via CRM Portal
This tutorial provides an overview of how to login to CRM and report or view volunteer hours.
SharePoint Best Practices for Organizing Historical Documents, Processes and Resources
Please review this tutorial for best practices and guidelines on how to organize key historical information in SharePoint.
This article provides tutorials on how to create and manage Skype for Business meetings. (NOTE: Teams has replaced Skype. Please refer to this article to begin using Microsoft Teams: https://portal.pmi-mn.org/knowledgebase/article/KA-01063/en-us)
The online speaker application link is accessible to the general public on the pmi-mn.org homepage via the Events dropdown https://events.pmi-mn.org/SpeakerApplication/.
The following brief guidelines offer best practices for ensuring PMI-MN branding and optimum operational efficiency.
Microsoft Teams is the platform for all forms of online team collaboration including meetings, chats, document sharing, collaboration history, project tasks, and more! This tutorial provides on overview on how to get started using teams and access training.
Tutorial Viewing: Try, View Steps, or Download in PDF
This tutorial provides instructions on how to view the tutorials embedded in PMI-MN knowledge base articles.
This article provides instructions for completing the Volunteer Agreement Form on the PMI-MN website.
Volunteer Hours Credits - How to View
Check your Volunteer Hour Credits for use in purchasing PMI-MN events! View this tutorial to see where to look.
Volunteer Policy: Definition and Requirement
This article references the definition of a PMI volunteer and the requirements per the by-laws for volunteering with PMI-MN.