I can't see any notes in the Deployment Guide on how to align the Azure backend SQL database with the optional sample data installed with the Fundraising and Engagement solution?

Is there a list of entities that must be synchronized with the backend in order for the sample system to work?

I want to clone this solution in Visual Studio but can't find FundraisingandEngagementServices.sln in Github. Can you help me please?

Hello everyone!

I am a bit confused: it is said, that the fundraising and engagement solution is open source. But I can't find the source code for the solution itself. There is just the CDS file and the assets. Is the code for the solution itself publicly available or not? If so, could you point me to it?

Thanks! Ben

Thank you to all those who are contributing to the improvement of Fundraising and Engagement. We value your feedback and want to make sure it is included in future releases. Please provide all feedback here. By providing feedback through this form, we can ensure it is logged in our backlog and considered for future releases.

If you have a support need, please follow the steps below. We are unable to provide adequate support through GitHub. Please follow our support process so we can assure you receive the support you need.

Thank you again for your engagement and we hope to continue to support your work with Fundraising and Engagement!

Fundraising and Engagement Support Model

1. If you are a nonprofit organization seeking support for an implemented Fundraising and Engagement solution, you will work with your implementing partner to receive timely and expert support. For a list of our launch partners (including SI and ISV partners), click here.
2. If you are a partner or nonprofit organization seeking general Dynamics 365 support, please submit a case.
3. Microsoft’s Tech for Social Impact Engineering team provides support to our partner developers to help them extend and build from the open source packages published here on GitHub. If you are a partner seeking support from Microsoft, please submit a case. We will be in touch within 24 hours of receiving your inquiry.

Only the folder named FundraisingandEngagementServices is present in the current download.

On 12/10/2010 we saw two additional folders that contained the code for the F&E plugins:

FundraisingandEngagementResources
FundraisingandEngagement

Is the code for the plugins still available and if so where?

The Deployment Guide has steps to create a .Net Framework based Console application used to generate an encrypted passcode.

The 401 error is a result of the encoding used by the console app's use of System.Text.Encoding.Default.GetString() that does not default in .Net Framework to UTF8.

Workaround, alter the encoding statement to specify UTF8 or build the console app using .Net Core

Is there any sort of discussion group for this project somewhere?

The internal field names use 'Cheque' (correct spelling) while the labels all use 'Check'

<div class="donationCheque hide"> <div class="form-group" style="display:flex;"> <label for="txtChequeDate" class="spnChequeDate field-label hide">Check Date</label> <label for="txtChequeDate" class="spnWireDate field-label hide">Wire Date</label> <input type="text" class="form-control" id="txtChequeDate" aria-label="Check/Wire Date"> </div> <div class="form-group" style="display: flex; "> <label class="spnChequeNumber field-label hide">Check Number</label> <label class="spnWireNumber field-label hide">Wire Number</label> <input class="form-control" type="text" id="txtChequeNumber" onkeypress="return checkIt(event);" aria-label="Check/Wire Number"> </div> </div>

The code to calculate the completed transactions for a customer uses an aggregate query which will fail if there are more than 50K records. While this will be more than sufficient in most cases donations may be received through 3rd party sites and be marked as anonymous which will typically be assigned to a singular 'anonymous' contact. This will easily exceed the 50K limit and then throw an error on every transaction update for it.

It would be useful to have a flag on the customer to disable the rollup in this scenario.

Hi, the 3rd party Web API client is throwing a 400: Bad Request error pushing pack to Dataverse. It's comming out of the ServerToServerAuthentication component. This is a black box and I have no way to debug it properly

Page 24 is easily misunderstood:

It would be easier to understand if the steps said:

_Run this against the master database:

CREATE LOGIN SQL_Login_Name (e.g. Contoso_prod_user)
WITH PASSWORD = 'Password as entered during ARM Template configuration'
GO
CREATE USER SQL_Login_Name e.g. Contoso_prod_user
FOR LOGIN SQL_Login_Name e.g. Contoso_prod_user
WITH DEFAULT_SCHEMA=dbo
GO

Run this against the provisioned SQL Database:

CREATE USER SQL_Login_Name e.g. Contoso_prod_user
FOR LOGIN SQL_Login_Name e.g. Contoso_prod_user
WITH DEFAULT_SCHEMA=dbo
GO

EXEC sp_addrolemember N'db_owner', N'SQL_Login_Name e.g. Contoso_prod_user'
GO_

Without the User in the master database API calls fail and you have to look in at AI traces/exceptions to determine the cause of the failure.

When trying to create a new transaction record from the contact record I get an exception message: Exception Message: Resource not found for the segment 'contacts'.

The new transaction form gets prepopulated with the contact record in the donor field and no errors are displayed when loading the form.

Trying to troubleshoot, I found the API is attempting to pass the constituent id twice in the value -> [email protected]: "/contacts(GUID)/contacts(GUID)"

When creating a new transaction from the transaction entity, the donor fields are not pre-populated and I can see the data actually is send in the proper format"

If I refresh the page before saving, the form gets cleared up and after filling the form, the record gets created properly. Any idea why the value gets added twice when creating from the contact record?

I have a trial environment with Fundraising and Events Accelerator. I'm trying to add new Transaction and new Donor Commitment for a contact but the Process button is not responding, and when I try to Save, it gives me this error: "Clicking Save or Save and Close will not process a transaction. Selecting Process is the only way to complete a Donor Commitment"

Date fields are hardcoded to US format (mm/dd/yy) rather than using the user locale/format in CRM

The labels in all the web resources are hardcoded which makes it unusable for regional terms eg.

'Routing Number' in US == 'Sort Code' in UK == 'BIC' in EU
(Account Type) 'Checking' in US == 'Current' in UK/EU

Most recent sample data file does not create any contacts or organizations in the sample data. All other entities are created but with blank values in the contact and account lookups.

ImportDataDetailLog.log

Why is a separate (redundant) database needed apart from being able to process transactions when D365 is not available?

Getting an error when publishing Recurring Donations and Background services.

i was not able to find the Migrations.sql file in the asset files associated with this git hub

Populate the Azure SQL Database Schema
To populate the newly created database, open a new query window for the application database in Microsoft SQL Server Management Studio the same way as described in section ‘Create User in Application Database’ of this guide.

Locate the file named migrations.sql in the asset files associated with the GitHub release you are deploying. Paste the contents of the file to the query window and press Execute.

Successful result should look like this:

I have Implemented the solution step by step following the Guideline, but When I try to import new records to crm or update records, they are not reflected on Azure sql server ... even though I tested the url api to create some data on sql server using postman and it works fine

I get an authentication prompt when I build that I'm assuming relates to this error:

Error occurred while restoring NuGet packages: Unable to load the service index for source https://techforsocialimpact.pkgs.visualstudio.com/OneNonprofit/_packaging/OneNonprofit.Artifacts/nuget/v3/index.json.

When it compiles you end up with against 9 projects that fail to build:

NETSDK1004: Assets file 'C:\GIT\fundraising-and-engagement\CDS.Solutions.Nonprofit\FundraisingandEngagementServices\PaymentProcessors\obj\project.assets.json' not found. Run a NuGet package restore to generate this file.

Please advise on how to resolve this issue.

In looking at the https://github.com/microsoft/fundraising-and-engagement/tree/main/samples overview of sample data, the readme file describes FundraisingandEngagement.Sample.Data.zip as a file one can download. It doesn't seem to be listed on this page, and the link in the table to the "Deployment Guide" is broken.

Where can someone grab the Power BI Templates?

There are important files that Microsoft projects should all have that are not present in this repository. A pull request has been opened to add the missing file(s). When the pr is merged this issue will be closed automatically.

Microsoft teams can learn more about this effort and share feedback within the open source guidance available internally.

Merge this pull request

Page 40 Deployment Guide

What's meant by C. Locate and view the function ‘DataPushHttp' as it has nothing to do with step D ?