Forum Discussion

ThomasMittel's avatar
ThomasMittel
Copper Contributor
Nov 30, 2023

Manage transactions in Fundraising and engagement

Hi Community! I am looking for guidance on how to manage transactions. The set up info in MS Learn is limited, appreciate all further info. 
nonprofit
Nonprofit sales
alex_kasavin_msft's avatar
alex_kasavin_msft
Icon for Microsoft rankMicrosoft
Dec 01, 2023
Hi Thomas - can you please elaborate on what you are trying to do with transactions?
ThomasMittel's avatar
ThomasMittel
Copper Contributor
Dec 07, 2023
Hello! I just want to know if there is a lot of work to set up and manage the matching of each payment with a uniqe reference ID between ERP and Fundraising and engagement.
  • ThomasMittel's avatar
    ThomasMittel
    Copper Contributor
    Dec 07, 2023
    And is it recommended to use The Common Data Service Data Integrator?

Resources