Recommendation: Follow this Fundraising and Engagement Yearly Giving Calculation guidance

Follow this Fundraising and Engagement Yearly Giving Calculation guidance
Microsoft recommends a year-end process to ensure yearly giving totals are correctly calculated in the Fundraising and Engagement system (version 2.0.3.0 and up).

Note that these recommendations serve as guidance and should be considered as part of the year-end processing. 

Disable the Yearly Giving Full Azure Function before the end of the calendar year
To disable this function, follow these instructions.

Why is this important? The Yearly Giving Calculation is used to recalculate the yearly giving totals of every Contact and Account in the Azure SQL database.

•    At the start of a new calendar year (by default, precisely on January 1 at 00:01 UTC), this process runs to transfer the current year's giving totals to the last year, and so on for all five yearly totals. The updated data is then synchronized to Dataverse.

•    Because of Fundraising and Engagement data synchronization limitations, the Yearly Giving Calculation job might have trouble calculating the data and also synchronizing it from the Azure SQL database to Dataverse.

Run the Yearly Giving Calculation Accelerator
To optimize these calculations and overcome any limitations, we created a Yearly Giving Calculation Accelerator for running the Yearly Giving Calculations and a detailed guide to help you execute the accelerator.

•    This guide provides you with detailed instructions on how the recalculation of Yearly Giving fields can be done at the start of the new year for Contact and Account records without any performance limitations.

Note that these recommendations serve as guidance.
Important links
•    Yearly Partner Giving Guidance
•    Instructions to disable the Yearly Giving Full Azure Function
•    Yearly Giving Calculation Accelerator
•    Contact Microsoft for Nonprofits

Next steps
•    Follow the recommendations for the year-end process guidance shared as part of the year-end processing efforts.

Questions?
•    Contact Microsoft for Nonprofits