Views:

This tutorial provides instructions on how to use PMI-MN SharePoint login credentials to access the PMI-MN CRM Portal.

All PMI-MN Volunteers are granted access to the PMI-MN CRM Portal. The CRM Portal includes a robust Knowledge Base for self help and self onboarding as well as the Volunteer Management System where you can report and view your volunteer hours. The CRM Portal also houses online access to our Speaker Events Database.

Note: If you have never logged into the CRM Portal you must first follow the steps to accept your CRM Portal invitation and register your user. See this link for instructions. If you have not received an invitation to the CRM Portal please email admin.it@pmi-mn.org and request access to the CRM Portal. 

For optimum tutorial experience view in full screen. 

Step 1: If you have a PMI-MN.org username you can use this to login to the CRM Portal by linking the external account to the CRM Portal. 

Step 1 image

Step 2: The first step is to open the PMI-MN CRM Portal via https://portal.pmi-mn.org and click Sign In

Step 2 image

Step 3: Enter in your username and password and click Sign In

Step 3 image

Step 4: Click your name to open the user settings dropdown. 

Step 4 image

Step 5: Click Profile

Step 5 image

Step 6: Click Manage External Authentication

Step 6 image

Step 7: Click Azure AD Connect

Step 7 image

Step 8: Enter your PMI-MN.org username and click Next.

Step 8 image

Step 9: Click Sign in

Step 9 image

Step 10: Once the account is added you will receive the following success message. 
 

Step 10 image

Step 11: We will now sign out so demonstrate how to login using the PMI-MN.org login credentials. 

Click Sign Out

Step 11 image

Step 12: Note: For our demonstration we will also need to logout of Microsoft as the authentication process logged us in.

Step 12 image

Step 13: Next we will return to the CRM Portal sign in page. This time we will click Azure AD to login. 

Step 13 image

Step 14: Enter your PMI-MN.org username and click Next.

Step 14 image

Step 15: Enter your PMI-MN.org password and click Sign in

Step 15 image

Step 16: You may now navigate within the CRM Portal to perform tasks such as self help through the Knowledge Base, Report Volunteer Hours. For our example we will select Volunteer Management to Report Volunteer Hours

Step 16 image

Step 17: You can now enter in your Volunteer Activity and submit.

For additional tutorials and resources visit the CRM Knowledge Base Volunteer FAQs Quick Links page.

Step 17 image