Forum Widgets
Latest Discussions
Microsoft 365 Backup - Azure Grant
Hi, I'm working for a small non-profit here in the UK, and they've recently received the Azure $2000 grant. Does anyone know if the grant can be used with Microsoft 365 Backup provided through Microsoft Syntex. It says you need an Azure subscription for the pay-as-you-go billing, but it doesn't appear on the list of Azure services. Thanks, RichSolvedRichDSPOct 11, 2024Copper Contributor333Views0likes2CommentsWhich Dynamics version, config ourselves, pricing
Hello. I work at a small charity and I’m trying to determine which version of Dynamics is suitable for us. I can’t find any clear information as to the differences between the different versions and which might be best for us. Our main areas of focus are: Service user details - e.g. name, address, membership number, medical issues, etc. Case details - each user could have many cases (such as dealing with a landlord, or pension issues), with each case having many contacts at different dates. Activities - many different activities, with many instances of each one (like twice weekly badminton). We would be able to find an SU, click on their details, pull up a list of their cases past and present, add additional contact details to their case for each contact we have with them, say how long the contact was, and how much was charged. Also, see what clubs/activities they’ve attended and when. We want a weekly/monthly calendar view booking system for reception to book SU contacts/appointments. In the future, we might want to have it available on the internet for SUs to book a slot themselves. For each instance of an activity, record who came, who paid a fee (if there was one). Be able to apply various tags to each SU (e.g. volunteer, paid member, daycare user), so we can have a list at a glance and be able to run reports on just those people. Running reports to see who did what activity, when they did it, who did what activity, how many case contacts we had between two dates, how much money was generated, etc. would be great. We are not focused on dealing with individual donors or fundraising, but we are interested in keeping a list of grant applications we’ve submitted and what money we’ve received from them, if any. Our charity has a very limited budget, so the system would be designed and put together by myself. My questions are: Which version of Dynamics is best for us? Will it be free from MS, or do we have to apply for some kind of grant? We are already registered as a nonprofit with MS. Will MS give us Dynamics so we can produce our own software, or do we have to do it though a Partner? If with a Partner, does it cost money? We're a small charity with a very small budget, so can't afford to spend big money on things, unfortunately. Many thanks.SolvedJimmy-CCCJun 23, 2024Copper Contributor719Views0likes6CommentsStripe integration
Edit: this has now been resolved in the latest version of F&E (dated April 2024) that now uses Stripe client-side tokenization. We have it working as expected in a test environment. Hi all We are in the process of linking F&E to Stripe (test mode for now) to take credit card transactions. In the Payment Processor I have set the Stripe Service Key field to the Stripe Publishable Key value. The API Key field has been set to the Stripe Secret Key value. This is not well documented, but @chrisw_tes advised this was working correctly for them in another post in this forum. These API credentials have been transferred into Azure as per the documentation. When I add a Stripe test credit card to a transaction (stage 1), it completes successfully and I can see a token has been returned in the Stripe logging. When I process the transaction (stage 2), if fails with "Unsuccessful response from Stripe - secret_key_required". I can see a similar error in the Stripe logging - suggesting a publishable API key has been used instead of a secret key, incorrectly. But the POST did include the token created in stage 1. So I tried setting both values in the Payment Processor to the secret key - but then the addition of the credit card (stage 1) fails, suggesting that "sending credit card numbers directly to the Stripe API is generally unsafe". Please can anyone offer some advice here - is F&E using the wrong key in stage 2 and this is a bug? Or have I made a mistake in the config somewhere? Many Thanks! Added a couple of members who have commented on Stripe in this forum: BobKanzler jjbh_ as they might well have some further insight! Thanks!Solved1.8KViews1like6CommentsLinkedIn Sales Navigator & Fundraising and Engagement
Hi all Just wondering if there is any offering for MS Partners to be able to install an instance of LinkedIn Sales Navigator (LISN) on a sandbox Power Platform environment running MS NFP solutions, as I see that Fundraising and Engagement can be integrated with LISN. As a partner it would be nice to be able to demonstrate this functionality to potential customers, but as far as I can see this isn't possible without purchasing a full license. Does anyone else have experience here? Thanks in advance.Solvedjohn-daviesJun 05, 2024Copper Contributor573Views0likes3CommentsHow are other folks handling direct mail lists, specifically deduping households and salutations?
I'm curious how other F&E customers approach generating direct mail lists. Some of the issues at play: Multiple household members > 1 piece of mail If we build a report or marketing list around Contacts, each household member will appear as a row in the list and will need to be deduped at some point to ensure the same family doesn't receive multiple mailings. If we build a report around Accounts, that will only include Contacts with a household account specified. Is anyone taking the NPSP approach and auto-creating household Accounts for *every* contact, regardless of the number of household members? Or instead running multiple queries to build lists around Contacts without households, then Contacts with households? Or perhaps if Contacts have a related Household, only include them if they are marked as the "Primary Household Member" in the "Household Relationship" field? If creating Households for everyone, I assume also building automation to update address values in some capacity across records? Household greetings/salutation Who's using these? Did you build out significant automation to generate and update the fields? It seems... tricky to automate all the permutations (Contact record deleted or moved to another Household, how to manage order of the names, etc). But manual seems problematic as well... Have you taken a totally different approach to generating salutations?Solved1.1KViews1like7CommentsHow will AI impact your nonprofit's workplace culture? What is your strategic play to prepare?
AI Generated Image: Create a visual to represent these concepts The most recent AI research shows there are clear productivity benefits for getting stuff done, learning new things, and reducing overload. So, as we adapt to this new way of working, there could be https://www.linkedin.com/posts/bethkanter_workforcedevelopment-futureofwork-nonprofits-activity-7153030642245500928-3sP-?utm_source=share&utm_medium=member_desktop Early: The Persistent Tides A Future of Continuity: In this scenario, the impact of AI on the workplace is significant but not transformative. The workplace culture (slowly) adjusts to the integration of AI, leading to improved productivity, but the fundamental nature of most jobs remains unchanged. Mid: The Rogue Wave: A Future of Workplace Upheaval This scenario is a transformation in the workplace due to AI. It predicts a massive increase in AI power, leading to significant job changes, altering the nature of work, and requiring significant re-skilling and professional development efforts. Mature: Navigating the Changing Tides: Adjust To Work Integration of AI leads to a significant reshaping of work and finding new ways to work. It potentially leads to more sustainable work practices and a better balance work-life balance. AI becomes a force multiplier for serving stakeholders and increases impact. What is your strategy short-term and long-term to adapt your nonprofit to these changes?SolvedBeth_KanterJan 27, 2024Iron Contributor1KViews5likes6CommentsAzure Arc endpoints
Hi folks, Following up from today's Office Hours presentation on Arc Had some minutes so thought I'd give it a try but have hit something of a wall. I set things up and generated the script, that went well but: Installation of azcmagent completed successfully time="2022-03-18T17:23:57+10:30" level=info msg="Loading AgentConfig file from: C:\\ProgramData\\AzureConnectedMachineAgent\\Config\\agentconfig.json" time="2022-03-18T17:23:57+10:30" level=info msg="Onboarding Machine. It usually takes a few minutes to complete. Sometimes it may take longer depending on network and server load status." time="2022-03-18T17:23:57+10:30" level=info msg="Check network connectivity to all endpoints..." time="2022-03-18T17:24:20+10:30" level=error msg="Get \"https://agentserviceapi.guestconfiguration.azure.com\": tls: handshake message of length 9312946 bytes exceeds maximum of 65536 bytes. Failed to HTTP GET https://agentserviceapi.guestconfiguration.azure.com" time="2022-03-18T17:24:20+10:30" level=error msg="One or more required networks are not available. For network endpoint issue, please review https://aka.ms/arcserver-network for details of r equired network access." time="2022-03-18T17:24:20+10:30" level=info msg="Exit Code: AZCM0071: Some endpoints were not reachable" time="2022-03-18T17:24:20+10:30" level=fatal msg="required endpoints were not reachable" That line 5 looks like the root of the problem Any pointers on where to look for a fix?SolvedPWheelerJan 17, 2024Copper Contributor4.8KViews0likes1CommentAdvice on Receipt generation
Hi, can anybody please advise on an issue I am having printing receipts for gifts in F&E. I'm getting the following message when trying to do this: When I navigate to create a receipt stack against the configuration record the Receipt Year field is a prescribed Choice of values between 2018 and 2022. How do we generate receipts for transactions created outside this range?Solved813Views0likes1CommentUninstalling Cloud for Nonprofit
With the recent announcement of changes to both Dynamics 365 licensing and Azure credits, some nonprofits (especially small ones who may have installed the solution but aren't using it) are going to need to find alternatives. Perfect example of this: Remove All Aspects Of Microsoft Nonprofit Cloud Fr... - Power Platform Community Just wondering if anyone has links, resources or experience in removing the 'cost-producing' elements of the solution? Is it as simple as 'unpurchasing' the Dynamics 365 Sales Enterprise licences, deleting the Azure resources and deleting the Power Platform environments? What else is there?SolvedMattBurrJan 17, 2024Iron Contributor888Views0likes1Comment
Resources
Tags
- Fundraising & Engagement44 Topics
- microsoft cloud for nonprofit44 Topics
- azure14 Topics
- ai14 Topics
- Live Events12 Topics
- volunteer engagement9 Topics
- volunteer management8 Topics
- Payment processor4 Topics
- Nonprofits3 Topics
- copilot3 Topics