Microsoft Dynamics 365 F&E

Review your Microsoft Dynamics environment

To start, we recommend logging in to your Microsoft Dynamics account, and taking the following steps:

• Please make sure that Fundraising and Engagement is installed in the environment you would like Fundraise Up to write records into.
• Once you've done so, copy the base URL (ex: https://example.crm.dynamics.com) of that specific environment, as you will need this later.

Connect the Integration

Once you've got the URL, go ahead and log in to your Fundraise Up account to set up the Integration.

In the Fundraise Up dashboard, click on your organization's name in the top bar, then click Settings.

From the left-hand menu of Settings, click Integrations to be taken to a list of the connected Integrations for your organization's account and a button allowing you to add integrations.

To continue, click the Add Integration button, then click Microsoft Dynamics F&E from the list.

This will take you to a screen describing the requirements of the Integration, and what it can do when connected.

To establish the connection as described, click the Connect Microsoft Dynamics button, then enter the URL of your Microsoft Dynamics environment, and click the Connect button.

Now that you've connected your Microsoft Dynamics F&E Integration, you can customize it further and start automatically syncing donations from your Microsoft Dynamics F&E Integration settings page, available by clicking into Settings -> Integrations -> Microsoft Dynamics F&E:

Review default behavior and enable automatic sync

Once you Enable Automatic Sync from the bottom of the Integration screen, our Integration's sync will run after every successful donation made via Fundraise Up, including for installments of recurring donation plans.

To the extent that we can, we seek to make our CRM Integrations fill in every standardized field and create every standardized record that's expected.

Transactions

The integration creates Transactions in Microsoft Dynamics F&E to represent all Donations, and automatically fills in certain key fields like amount and date.

Pending and successful donations will sync as Transactions with the Status (aka stateCode) of "Active", whereas refunded and failed donations will sync as Transactions with the Status of "Inactive" so that the difference in won vs lost funds is as clear as possible. If you want more granular detail, you can also always map Fundraise Up's Donation Status field to a custom field on the Transaction as well.

Contact

When a Donation is synced in and creates a Transaction in Microsoft Dynamics F&E, the integration attempts to find an existing Contact, also sometimes called a Constituent in some places in the Microsoft Dynamics interface when the nonprofit accelerator is installed.

Microsoft Dynamics offers a tool to manage the duplicate detection rules for your environment — whatever rules you have set there are what the integration will use to attempt to locate an existing Contact!

If it does find a matching Contact, it associates the Transaction with that Contact. If it doesn't, it makes a new Contact, and associates the Transaction with the new Contact.

In both cases, we update any stock personal or contact information fields for which the Donation had updated information, such as name, email address and marketing consent opt-in status, phone number, and physical address.

Payment Schedules

The integration makes Payment Schedules in Microsoft Dynamics F&E to represent any synced Recurring Plan. Any Transactions made in Microsoft Dynamics F&E that represent installments of a Fundraise Up Recurring Plan get associated with the corresponding Payment Schedule in Microsoft Dynamics.

Nonprofit accelerator and Fundraising & Engagement

The installation of the Dynamics 365 Nonprofit Accelerator and Fundraising and Engagement is required specifically because it does add those objects like Transaction and Payment Schedule, along with a range of other helpful fields and objects included in the nonprofit Common Data Model.

Set your defaults using General Settings & Mapping Rules

The Microsoft Dynamics F&E Integration page has four sections:

• the header, which shows you what account you connected
• the tabbed area, which lets you set your sync behavior
• the sync log, which shows you records that've synced into Microsoft Dynamics F&E
• and the footer, with options to run historical syncs or deactivate this Integration

It's good to start in the tabbed area (with tabs labeled General Settings, Mapping Rules, and Special Rules) so that you can cover your most common donation scenarios. Any changes you make in any of the tabbed sections are not saved until you hit the Save Changes button at the bottom of that area.

Look over your General Settings

The screen will have the General Settings tab open by default.

Within General Settings, you'll find a few checkboxes.

Checkbox options:

• Sync test data
• Sync subaccounts
  • This checkbox will only display if the Fundraise Up account connected has subaccounts.
• Transaction statuses
  • Fundraise Up searches for an exact match to match statuses in Microsoft Dynamics F&E. If a match isn’t found, the status will be set to ‘Do not sync’ by default.

Mapping Rules

The second tab in is labeled Mapping Rules - it allows you to make 1-to-1 mappings of fields in Fundraise Up to fields in Microsoft Dynamics F&E.

Some mapping rules are already built-in by default (i.e. donation amount to donation amount), so this area is really for defining what additional things should be true most of the time.

To add a rule here, you'll click the Add Rule button to start choosing what Fundraise Up object the mapping should start with.

You can modify existing rules by clicking on any of the object or field buttons that represent the mapping, or delete them by clicking the grey x on the right-hand side of that rule's row.

When talking about mappings, we'll follow the format:

Object in Fundraise Up: Field in Fundraise Up -> Object in Microsoft Dynamics F&E: Field in Microsoft Dynamics F&E

The available Fundraise Up entities to map data from are:

• Account
• Campaign
• Designation
• Donation
• Recurring
• Checkout Question
• Custom Field
• UTM Parameter
• Static Value
  • This allows you to enter a specific value to pass in for every Donation.

The available Microsoft Dynamics F&E entities to map data to are:

• Transaction
• Payment Schedule

Special Rules

Use this section to set up if/then rules. For example: if ‘Designation’ equals ‘Wherever it’s needed most’, set the Appeal in Microsoft Dynamics F&E to ‘General donations’.

The available Fundraise Up entities to map data from are:

• Account
• Campaign
• Designation

The available Microsoft Dynamics F&E entities to map data to are:

• Campaign
• Designation
• Appeal

Once you chose to Enable Automatic Sync, all new donations will have started coming over to your Microsoft Dynamics F&E account, generating records as applicable.

How do you get past donations and supporter data in? What about changes that've been made to your mappings; how do you get that new data in?

For scenarios like those, we offer the ability of manual sync that'll add any new records and update any previously synced ones.

Enable or Pause Automatic Sync

This button will show you the available option for the automatic sync:

• if the automatic sync is currently paused, it'll show you an option to enable it so that future donations automatically sync into Microsoft Dynamics F&E,
• and if the automatic sync is currently enabled, it'll show you an option to pause it so that future donations aren't automatically synced into Microsoft Dynamics F&E.

Start manual sync

Use this button to sync live or test donations from Fundraise Up into Microsoft Dynamics F&E. You have the option to import all donations or select specific donation types and choose a date range. This mass sync feature will not sync test donations.

Once you click Start sync, the sync will begin.

Refreshing the page and scrolling back down to the footer will show you the progress/results of that latest manually-started sync.

Donation types:

• Unsynced live donations: This category includes live donations facing synchronization issues (such as failed last synchronization events) and donations that haven't been synchronized before.
• All live donations: Synchronization of all live donations regardless of their current synchronization status.
• All test donations: Synchronization of all test donations.

Disconnect

This will remove all syncing between the two platforms. If you connect that same account again in the future, we'll remember your settings.