microsoft / industry-accelerator-nonprofit

The accelerator enables development to build nonprofit solutions by leveraging the Microsoft Business Applications, Modern Workplace, Azure, and Intelligence Platforms. The Nonprofit Accelerator is built on the Common Data Model for Nonprofits that spans across constituent management, fundraising, program design, operations, and impact delivery.

Nonprofit Accelerator

Hello ISVs, SIs, Partners and Nonprofits - Your success is our goal. This repository helps you to connect, extend, build and contribute to the Microsoft Nonprofit Accelerator.

Table of Contents

• Nonprofit Accelerator

  • Introduction
  • Overview
  • Releases
  • Other Industry Accelerator
  • Contributing

Microsoft Dynamics 365 Announces Industry Accelerators

Dynamics 365 announced the Microsoft Power Platform, a connected app platform that unifies access to your data to enable ISVs, SIs, Partners and Customers to build intelligent, data driven, task focused business and analytic applications. Microsoft is focused on enabling a data culture where the Microsoft Power Platform acts as the glue across Dynamics 365 (CE, F&O, Talent), Office 365 (SharePoint, Teams), Power BI, Power Apps, Microsoft Flow, Azure and other 3rd party on-premise and cloud based solutions.

With the Power Platform providing a unified approach to building data driven solutions, the team is taking it one step further by introducing Industry Solution Accelerators. Accelerators are industry focused foundational components that enable ISVs and other solution providers, a way to build solutions that are based on industry standards supported and driven by Microsoft. Along with our Health Accelerator that was released during Inspire 2018, which you can read about here, we are focused on delivering accelerators for the following industries (but not limited too):

Overview of the Industry Nonprofit Accelerator

The Dynamics 365 Nonprofit Accelerator enables our partners and nonprofit developers to develop purpose-built nonprofit solutions by leveraging the Microsoft Business Applications, Modern Workplace, Azure, and Intelligence Platforms. The Nonprofit Accelerator is built on the Common Data Model for Nonprofits, an open-source data schema that reflects industry best-practices and insight across program delivery, grant and award management, constituent management, fundraising, and donation management to enable powerful interoperability to fuel greater insight and efficacy, while also providing true data transparency. Learn more The CDM for Nonprofits is designed as a data schema for vendors, partners and nonprofits to map their applications and connectors to in order to achieve cross-solution data interoperability.

Releases

Click "release" tab on the top or click this link to navigate to latest release details and download the latest release assets.

Get to know about other Industry Accelerators

Industry Accelerators	Description
Automotive Accelerator	Rapidly develop test drives, vehicle specifications and service appointment scheduling solutions. The Microsoft Auto Accelerator empowers customers and users to schedule appointments and services facilitated through proactive communications. Get more details from Dynamics 365 ISV Success community
Financial Services Accelerator	Rapidly develop Banking solutions using entities such as loan, mortgage, referrals, branch, collateral, deal, limit, facilities, and more. Get more details from Dynamics 365 ISV Success community
Health Accelerator	Rapidly develop healthcare solutions using FHIR entities such as patient, condition, and care plan. The Microsoft Health Accelerator enables partners and customers to create new use cases and workflows using a FHIR-based data model. Get more details from Dynamics 365 ISV Success community
Education Accelerator	Rapidly build solutions for Education using entities such as student, course, and test scores. Get more details from Dynamics 365 ISV Success community
Media and Communications Accelerator	Rapidly develop solutions around event and venue management, sports management, ticketing and advertising sales, media sponsorships, and various guest interactions such as event registrations and the tracking of loyalty programs. Get more details from Dynamics 365 ISV Success community
Telecommunications Accelerator	Leverage a new extension of the Common Data Model for Telecommunications to build more efficient service planning, customer sales and network management solutions. Address current business challenges such as improved address management, enhanced field service and truck management, improved subscriber management, personalized services bundling, improved network management, customer self-care, or network optimization and planning, or any other business optimization. Get more details from Dynamics 365 ISV Success community

Engage

Connect with experts and peers, read blog articles, and find local events within the Industry Accelerator Community.

Join the Industry Accelerator conversation.

Join the Nonprofit conversation.

Contributing

• CLA

Contributor License Agreement (CLA)

This project welcomes contributions and suggestions. Most contributions require you to agree to a Contributor License Agreement (CLA) declaring that you have the right to, and actually do, grant us the rights to use your contribution. For details, visit https://cla.microsoft.com.

When you submit a pull request, a CLA-bot will automatically determine whether you need to provide a CLA and decorate the PR appropriately (e.g., label, comment). Simply follow the instructions provided by the bot. You will only need to do this once across all repos using our CLA.

This project has adopted the Microsoft Open Source Code of Conduct. For more information see the Code of Conduct FAQ or contact [email protected] with any additional questions or comments.

License

Copyright (c) Microsoft Corporation. All rights reserved. Licensed under the MIT License. This project has adopted the Microsoft Open Source Code of Conduct. For more information see the Code of Conduct FAQ or contact [email protected] with any additional questions or comments.

industry-accelerator-nonprofit's Issues

Missing relationship from Request to Delivery Framework

According to the reference document, a Request can be linked to a Delivery Framework

Shouldn't there be a relationship, something like msnfp_request_deliveryframework?

Test drive credential information

Hi team,

I am trying to TestDrive D365 Non Profit Accelrator, however I cannot find the information how to login to the platform.
It shows account: [email protected] , anyone knows if the password available anywhere in the documentation?

Instructions for importing nonprofit accelerator sample data

After deploying the Nonprofit accelerator, the welcome splash screen has a link to this repo to install the sample data for the accelerator. I'm not finding the instructions or the sample data for the nonprofit accelerator.

Trouble importing NonprofitOperationsToolkitFlows 1.1.3.5

Hi.
I've been trying to import NonprofitOperationsTookitFlows 1.1.3.5 and get an error for a missing component - new_sharedcommondataserviceforapps_ea70f which is a Connection Reference required by Planning Period - calculate Weekdays.

Thanks.

Randy

Is there a simple way to remove data

I installed the accelerator via appsource. I did not chose the option to include sample data, but there is sample data anyway. For example there are contact we have never had in the system (we have never used dataverse prior so shouldn't have any contact/accounts/etc. When first installed there is a popup that says the package doesn't contain and sample data. But this doesn't seem to be the case.

is there any way to purge the sample data easily. Would removing the solution remove the sample data?

Issue when deploying using PackageDeployer.exe

Seems there is some issues with the sample data, as I get this error when attempting to deploy using PackageDeployer.exe

Unable to parse timestamp '4/28/2020 9:31:14 AM' in data. Invalid format.

From looking at simlar cases it seems there may be an issue with the data definition xml in the source packages. However I cannot modify these I assume when using the automated tool

Pledged By Account vs Pledged On Account fields on Donor Commitment

What is the difference between these lookup fields for the Donor Commitment entity: Pledged By Account (msnfp_pledgedbyaccountid) and Pledged On Account (msnfp_pledgedonaccountid). The Entity Reference Guide is unclear.

msnfp_amount on transaction - negative values

Hi, the design I am currently working with requires negative values in the transaction mnsfp_amount field. They want this as it is how they plan to manage reversals and corrections. The solution is configured to allow 0 as a minimum in this field - I'm rummaging through to see if allowing negative values here is going to cause any issues or not, but does anyone happen to know if changing this will have any adverse knock-on effects? Or is there a reversals/correction element of the nfp accelerator I'm not seeing?

Thanks!

Removing dependency for Sales Modules

Is it possible to alter this accelerator such that it is completely segmented from the Sales Module of Dynamics 365? It would be really great if we could implement this on the base CDS platform rather than the Dynamics 365 for Sales one.

What Solutions are dependencies?

Is there a reference document showing the Solutions in Dynamics 365 for Sales upon which this Accelerator depends?

Remove Nonprofit Accelerator

Not sure if i can get help here but I cant figure out were else to. I while back I deployed Nonprofit accelerator. This was just before the whole nonprofit cloud thing.

I did it on the default environment. I am looking for a way to role it back. From solutions center it looks like I still have the deployment, but I can't see any way to roll back from there.

Since I have done this, I have learned that its best practice to deploy this into its own environment, I am wanting to move forward and deploy Fundraising and engagement piece of nonprofit cloud. but before I do it would be nice to clean of the old deployments and any clutter it had put into our default environment.

Error Importing Sample Data for Non Profit Accelerator

"EXIT IMPORT PROCESS ABORTED DUE TO MISSING USER MAP FILE"

The Migration Utility does not show an option to map users.

Cannot find PackageDeployer.zip in 2.3 release assets

In the Package Deployer Guide, the first instruction is: '1. Download the “PackageDeployer” and “NFP.Accelerator.2.3.-.Package.Deployer.Solution” zips'. Should I expect to find the PackageDeployer.zip among the 2.3 release assets? Or do I need to download that elsewhere? (The other zip file is there.)

Constituent Type questions

According to the reference doc, the option set includes donor, contact, account, and organization. I am considering adding a fifth: applicant. Are these values in source control? I only see the xml definition of the option set, but no data.

Trouble installing sample data and removing it

I never chose to install the sample data, but it was installed nevertheless. I attempted to delete it from the UI but received errors about related records.

Eventually, I resorted to performing a schema-only copy to remove the data. That worked, but emptied the Constituent Type Option Set. I am concerned about bugs due to other missing data.

Instructions on how to remove sample data would have saved me considerable time. Let me know if you need more info on the install process that resulted in the sample data. It did not go smoothly.

Error installing Nonprofit accelerator in Environment

Hi,

I am the Project Manager of a Nonprofit Organization that works with PowerApps. When I try to install the Core Nonprofit Acceletaror "An unexpected error occurred, please refresh and try again".

I have created 2 tickets to Microsoft and they referred me here.

Please find here the logs.
logs.zip

Thanks,

Betania Calderon
[email protected]

soft credit support

We are evaluating a move from eTapestry to a D365 solution for our non-profit. We have installed the nonprofit accelerator v2 and are trying to determine how this accelerator will help us record soft credit relationships.

See this link for a review of how it is handled in the salesforce powerofus hub for a discussion of what soft credits are:
http://powerofus.force.com/s/article/NPSP-Soft-Credits-Overview

When I search the non profit accelerator for soft credit, I get a few search results, here is one:
https://github.com/microsoft/Industry-Accelerator-Nonprofit/blob/33e6ecccbe3a2b3d5a5add7ba89c717f9cb1774d/CDS.solutions/NonprofitCore/Extracts/Base/Entities/msnfp_CreditRecipient/Entity.xml that has a field labeled Soft Credit Reason

But I can't find this field in the existing nonprofit UI. I've looked on the Admin Designation page and the Transaction / Designated Credit tab and found no reference to Soft Credit.

Can someone explain how to record a soft credit? Also, how would we pull up soft credit reports?

Thanks...Steve
System Architect
Mental Health Center of Denver