Configure Fundraising and Engagement

The Fundraising and Engagement solution is part of Microsoft Cloud for Nonprofit. This article provides step-by-step instructions to configure Fundraising and Engagement.

Note

Configurations or workflows specific to your organization’s solution aren't included in this article.

Views

With Fundraising and Engagement, a selection of solution views provide a picture of your organization’s data across key areas. You can create more views at any time by using Advanced Find.

You can select a solution view to be your personal default view:

1. Navigate to the entity in which to set the default view. In this example, Contacts is selected.

2. Select the drop-down arrow beside the heading. In this example, it's Active Contacts.

3. Select the view you want to be the default view.

4. Select the push pin icon to set it as the default view.

   

Primary configuration record

The configuration record is important for ensuring users see the right information for their role. To view the default configuration record:

1. Select the Configuration from the Change area.

   

2. Any Active Configurations display. There's always a default configuration.

   

3. Select the required configuration.

4. The set-up information for the configuration is explained in detail, in the General section in rest of this article.

Create a New Configuration record

1. Select New from the main menu bar.

2. Use the tables in the General section in rest of this article to set up the configuration.

3. When the configuration is complete, select Save.

4. Use the radio button to select the configuration, then select Assign from the menu bar. You can assign to yourself, a team or another user.

   

General

Field display label	Description
Display Name	User friendly name to identify the configuration.
Default Configuration	The configuration record a process uses when it can't retrieve a user’s configuration record.
Enable Gift Aid	Enables the user to see the Gift Aid Declaration button on the contact record.
Charity Title	The Charity title used when presenting Gift Aid Declaration notices on a contact record.
Auto Soft Credit	If set to On, a soft credit record (msnfp_transaction) is automatically created between constituents and donors that are linked via a Transaction record. The soft credit is applied to the contact set in the "Constituent" lookup on the transaction.
Payment Processor	A look-up field that displays the payment processor for users who are assigned the related configuration record.
Show API Error Responses	Controls whether API errors are flagged as exceptions to the user. Used for troubleshooting a data issue.

Labels

Gift options

Field display label	Description
Donation	By default, users see the field label Donation. Enter a new value to display a different label for the field. This label applies to Transactions only.
Recurring Donation	By default, users see the field label Recurring Donation. Enter a new value to display a different label for the field. This label applies to Payment Schedules only.
Pledge	By default, users see the field label Pledge. Enter a new value to display a different label for the field. This label applies to Donor Commitments only.
Pledge Schedule	By default, users see the field label Pledge Schedule. Enter a new value to display a different label for the field. This label applies to Payment Schedules only.
Soft Credit	By default, users see the field label Soft Credit. Enter a new value to display a different label for the field. This label applies to Transactions only.
Receipt Preference	By default, users see the field label Receipt Preference. Enter a new value to display a different label for the field. This label applies to Transactions and Payment Schedules.
Cash	By default, users see the field label Cash. Enter a new value to display a different label for the field. This label applies to Transactions, Gift Batches, and Event Packages.
Check	By default, users see the field label Check. Enter a new value to display a different label for the field. This label applies to Transactions, Gift Batches, and Event Packages.
Credit / Debit Card	By default, users see the field label Credit / Debit Card. Enter a new value to display a different label for the field. This label applies to Transactions, Gift Batches, and Event Packages.
Bank ACH	By default, users see the field label Bank ACH. Enter a new value to display a different label for the field. This label applies to Transactions and Gift Batches.
In-Kind	By default, users see the field label In-Kind. Enter a new value to display a different label for the field. This label applies to Transactions only.
Property	By default, users see the field label Property. Enter a new value to display a different label for the field. This label applies to Transactions only.
Invoice Me	By default, users see the field label Invoice Me. Enter a new value to display a different label for the field. This label applies to Event Packages only.
Securities	By default, users see the field label Securities. Enter a new value to display a different label for the field. This label applies to Transactions only.
Wire	By default, users see the field label Wire. Enter a new value to display a different label for the field. This label applies to Transactions only.
Other	By default, users see the field label Other. Enter a new value to display a different label for the field. This label applies to Transactions only.
Ext. Credit Card	By default, users see the field label Ext. Credit Card. Enter a new value to display a different label for the field. This label applies to Transactions, Gift Batches, and Event Packages.

Amounts

Field display label	Description
Amount (Receiptable)	Users see this reference as Amount (Receiptable), to change this label enter a new value here. Applies to Transactions and Payment Schedules
Amount (Tax)	Users see this reference as Amount (Tax), to change this label enter a new value here. Applies to Transactions and Payment Schedules
Amount (Non-Receiptable)	Users see this reference as Amount (Non-Receiptable), to change this label enter a new value here. Applies to Transactions and Payment Schedules
Amount (Membership)	Users see this reference as Amount (Membership), to change this label enter a new value here. Applies to Transactions and Payment Schedules
Amount	Users see this reference as Amount, to change this label enter a new value here. Applies to Transactions, Donor Commitments, and Payment Schedules
Description	Users see this reference as Description, to change this label enter a new value here. Applies to Transactions, Donor Commitments, and Payment Schedules

Donor details

Field display label	Description
Street 1	Users see this label referenced as Street 1 where applicable. To change this label, enter a new value here. This effects Transactions, Donor Commitments, and Payment Schedules.
Street 2	Users see this label referenced as Street 2 where applicable. To change this label, enter a new value here. This effects Transactions, Donor Commitments, and Payment Schedules.
Street 3	Users see this label referenced as Street 3 where applicable. To change this label, enter a new value here. This effects Transactions, Donor Commitments, and Payment Schedules.
City	Users see this label referenced as City where applicable. To change this label, enter a new value here. This effects Transactions, Donor Commitments, and Payment Schedules.
State	Users see this label referenced as State where applicable. To change this label, enter a new value here. This effects Transactions, Donor Commitments, and Payment Schedules.
Zip Code	Users see this label referenced as Zip Code where applicable. To change this label, enter a new value here. This effects Transactions, Donor Commitments, and Payment Schedules.
Country	Users see this label referenced as Country where applicable. To change this label, enter a new value here. This effects Transactions, Donor Commitments, and Payment Schedules.
In Honor / Memory Of	Users see this label referenced as In Honor / Memory Of where applicable. To change this label, enter a new value here. This effects Transactions, Donor Commitments, and Payment Schedules.

Gift configuration

Gift settings

Field display label	Description
Enable Donation	Enables the Donation option during the Transaction process. When set to Off, the user can only create soft credits.
Enable Recurring Donation	Enables the Recurring Donation option when completing a Payment Schedule.
Enable Pledge Schedule	Enables the Pledge Schedule option when completing a Payment Schedule
Enable Soft Credit	Enables the Soft Credit selection when completing a Transaction.
Enable Nonreceiptable	Enables the Amount Non-receiptable field when processing a Transaction or Payment Schedule.
Show Telephone Numbers	Controls whether to display the Telephone information on the gift record (Donor Commitment, Payment Schedule, and Transaction).
Show Email Address	Controls whether to display the Email Address information on the gift record (Donor Commitment, Payment Schedule, and Transaction).
Show Address	Controls whether to display the address information on the gift record (Donor Commitment, Payment Schedule, and Transaction).
Show In Honor / Memory Of	Controls whether users can set the Tribute or In Memory Of field on the Transaction or Payment Schedule.
Show Amount (Tax)	Enables the Amount (Tax) field when processing a Transaction or Payment Schedule.
Enable Cash	Enables the Cash selection during the Transaction process.
Enable Check	Enables the Check selection during the Transaction process.
Enable Credit / Debit Card	Enables the Credit/Debit Card selection during the Transaction or Payment Schedules (Type Recurring Donation) process.
Enable Bank	Enables the Bank selection during the Transaction or Payment Schedules (Type Recurring Donation) process.
Enable In-Kind	Enables the In-Kind selection during the Transaction process.
Enable Property	Enables the Property selection during the Transaction process.
Enable Securities	Enables the Securities selection during the Transaction process.
Enable Wire or Transfer	Enables the Wire selection during the Transaction process.
Enable Membership Only	Controls whether a user can create a Transaction of Type Membership. Membership Transactions contain only membership revenue.
Enable Ext. Credit Card	Enables the Ext. Credit Card selection during the Transaction process.
Enable Other	Enables the Other selection during the Transaction process.
Show Receipt Preference	Controls whether to display the receipt preference as an available option to the user when processing a Transaction or Payment Schedule.
Recurrence Start	The start on day that this recurring donation observes. For example, 15, 1, 30 is when the funds are processed.
Enable Anonymous Donations	Controls whether users can set and create anonymous donations (mark gifts as Anonymous).
Full Refunds Only	Controls whether users must complete a full refund and can't refund partial amounts. The default, Off, allows partial refunds.
Show Receipt	When set to Visible, displays the Generate Receipt button on the Transaction.
Show Thank You	When set to Visible, displays the Generate Thank You button on the Transaction, Donor Commitment, and Payment Schedule.
Show Email	When set to Visible, displays a button to send a transaction receipt.
Enforce Appraiser Lookup?	Controls whether a user must select from a drop-down list of appraiser accounts. When Off, users must enter in the details of the appraiser when appraisals are required for donations.

Gift Sync action pane button configuration

Field display label	Description
Gift Sync Function App URL	The web job URL found in Azure to trigger the Bank Run Manual Gift Sync action pane button function. Captured during the initial deployment and a required field when using the Azure environment.

Gift batch configurations

Batch settings

Field display label	Description
Enable Cash	Enables the Cash selection during the Gift Batch process.
Enable Check	Enables the Check selection during the Transaction process.
Enable In-Kind	Enables the In-Kind selection during the Gift Batch process.
Enable Ext. Credit Card	Enables the Ext. Credit Card selection during the Gift Batch process.
Enable Other	Enables the Other selection during the Gift Batch process.
Enable Wire or Transfer	Enables the Wire selection during the Gift Batch process.
Enable Nonreceiptable	When set to On, enables the gift selection during the gift batch process.
Enable Donation	Shows or hides options when creating gift batches.
Enable Source Type	Controls whether the source option set value is editable and visible to the user to alter for each gift.
Show Name & Address	When set to Visible, enables the name, organization, and address information on the batch gift entry to be visible using the dropdown.
Show Receipt Preference	When set to Visible, displays the receipt preference as an available option to the user at each gift entry.
Update Receipt Preference	When set to On, automatically updates the donors receipt preferences.
Enable Payment Type	When set to On, the user can see and edit the Payment Type option set value for each gift.

Event configuration

Event settings

Field display label	Description
Enable Bank	Enables the Bank Payment selection during the Event Registration process (Event Package). Also affects later Payments against an Event Package.
Enable Check	Enables the Check Payment selection during the Event Registration process (Event Package). Also affects later Payments against an Event Package.
Enable Wire Transfer	Enables the Wire Payment selection during the Event Registration process (Event Package). Also affects later Payments against an Event Package.
Enable Deposit Date	Enables the Deposit Date as an editable field.
Enable Invoice	Enables the Invoice Me Payment selection during the Event Registration process (Event Package). Also affects later Payments against an Event Package.
Show Print Receipt	Controls whether to show or hide the Print Receipt button in Registration Package.
Show Print Thank You	Controls whether to show or hide the Print Thank You button in Registration Package.
Enable Cash	Enables the Cash Payment selection during the Event Registration process (Event Package). Also affects later Payments against an Event Package.
Enable Credit/Debit	Enables the Credit/Debit Card Payment selection during the Event Registration process (Event Package). Also affects later Payments against an Event Package.

Registration details

Field display label	Description
Show Names	Controls whether to show or hide First Name and Last Name on the form and in Registration Package. msnfp_FirstName and msnfp_LastName
Show Email	Controls whether to show or hide Email on the form and in Registration Package. msnfp_Email
Show Phone	Controls whether to show or hide Phone on the form and in Registration Package. msnfp_Telephone
Show Address	Controls whether to show or hide Address fields on the form. Address - msnfp_Address_Line1, Suite - msnfp_Address_Line2, City - msnfp_Address_City, Province - msnfp_Address_Province, Postal Code - msnfp_Address_PostalCode, Country - msnfp_Address_Country
Match Contact	Controls whether the solution should match the Registrant details to existing Contact records in Registration Package.
Autocreate Contact	Controls whether the process automatically creates a contact based on the values received in the Event Registration
Show Create Contact	Controls whether to show or hide Create Contact checkbox in Registration Package (Attendees tab).
Mandate Names	Controls whether First Name and Last Name fields are mandatory (required) on the form and in Registration Package. msnfp_FirstName and msnfp_LastName
Mandate Email	Controls whether the Email field is mandatory (required) on the form and in Registration Package. Value is written to msnfp_email
Mandate Phone	Controls whether Phone field is mandatory (required) on the form and in Registration Package. msnfp_Telephone
Mandate Address	Controls whether Address fields are mandatory (required) on the form. Address - msnfp_Address_Line1, Suite - msnfp_Address_Line2, City - msnfp_Address_City, Province - msnfp_Address_Province, Postal Code - msnfp_Address_PostalCode, Country - msnfp_Address_Country

Background services configurations

Service details

Field display label	Description
Bank Run Services Web Job URL	Related Web Job request information used to join the Bank Run Web Application to Dynamics. This option manages the URL required.
Bank Run Security Key	The Security Key on the web job properties section for the gift sync app service. Captured during the initial deployment and is a required field when using the Azure environment.
Yearly Giving Security Key	The Security Key on the web job properties section for the gift sync app service. Captured during the initial deployment and is a required field when using the Azure environment.
Event receipting Security Key	The Security Key on the web job properties section for the gift sync app service. Captured during the initial deployment and is a required field when using the Azure environment.

Giving levels

The Giving Levels feature places contacts into categories based on the total donations received. The range for each level can be unique to your institution. However, it's best if the ranges don't overlap.

Set up Giving levels

1. In the Configuration area (1), select Giving Levels (2) from the navigation pane. Select New (3) on the action pane.

   

2. On the General tab, fill out the required fields, and then select Save on the action pane.

   

#	Field	Value
1	Display Label	The name for the Giving Level, which appears on contact records and reports.
2	From	The minimum amount for the Giving Level.
3	To	The maximum amount for the Giving Level.

Update giving levels

Note

When a contact/organization's giving total falls within one of the defined ranges, the appropriate giving level is automatically applied to the record. This is driven by a process running in the background of the solution and may take time to update automatically.

To update giving levels manually, follow these steps:

1. Open the contact/organization record

2. Select Flow on the action pane, and then select Generate Flow.

   

   Note

   Depending on your screen, Flow may be in the extended options on the action pane (the three vertical dots).

3. On the Summary tab of the contact/organization record, search and select the appropriate giving level by using the Giving Level look-up field in the Contact Information.

   

Designations

A designation record contains setup information for indicating how the income should be spent, and for tracking expected and received revenue. It also provides the specific process required to book and reconcile the gift.

Use of the term designation in Fundraising and Engagement

The concepts of fund and designation are sometimes used interchangeably. In Fundraising and Engagement, the term designation is only used to indicate how funds raised should be spent.

The Nonprofit Common Data Model (on which Fundraising and Engagement is dependent) defines a designation as:

An area to which funds may be allocated, including a GL-relevant accounting code. Designations are the way a donor instructs an organization about how their donation should be spent or earmarked.

For more information about the Nonprofit Common Data Model, go to the latest release of the Nonprofit Accelerator and supporting documentation, available as open source in GitHub.

To review existing designations, follow these steps:

1. On the Change area menu, select Configuration.

2. Under Designations, select Designations.

   

Designations indicate the target funds for transactions, donor commitments, recurring donations, and pledge schedules.

Designations are common in major gift fundraising. They require transparent tracking and reporting that shows how designated funds are used for their intended purposes.

Create a new designation

When you create a new designation, complete the following fields:

1. Name: A free text field to enter the name of the designation.
2. Designation Code: An abbreviation of the Designation Name.
3. Parent Designation: The larger fund this designation is related to.
4. Currency: Currency of the donation.
5. GL Credit Account: The account number to deposit funds raised through this designation.
6. GL Debit Account: The account number to withdraw funds raised through this designation.
7. Description: A free text field to describe the Designation.

Designation plans

Designation plans have a specific goal, target, and timeline. Users can set the target date for the designation to be fulfilled and tie the designation to a specific campaign, donor commitment, or date range. These plans can be used for short-term or long-term projects, such as a Capital Campaign or Emergency Relief Fund.

A designation plan has the following fields:

1. Identifier: The identifier of the designation plan, automatically created by the solution.
2. Amount: The amount of the designation plan.
3. Currency: Currency of the donation.
4. Designation: The broader fund that this designation plan is related to.
5. Expected Payment Date: The expected date the designation plan gift is to be received.
6. Payment Schedule: The Payment Schedule connected to the designation plan.
7. Donor Commitment: A look-up field for a Donor Commitment/Pledge (if applicable).
8. Opportunity: The opportunity that the designation plan is related to.

Designated credits

Designated credits are automatically created for transactions that have designations, to track gifts per designation.

1. Identifier: The identifier of the designation credit automatically created by the solution.
2. Amount: The amount of this designation credit.
3. Currency: Currency of the donation.
4. Designation: The designation that this designation credit is related to.
5. Transaction: The transaction this designation credit is related to.
6. Book Date: The book date of the parent transaction.
7. Received Date: The received date of the parent transaction.
8. Posted Date: Indicator for when the designation credit was posted to a financial system (manually set).
9. Is Adjusted: Flag that indicates the designation credit was adjusted (manually set).
10. Adjustment Comment: The details of the adjustment as entered by a user (manually set).

Set email tracking

Configuration setup

To set Regarding email tracking, complete a configuration setup first. Follow these steps:

1. Select Advanced Settings.

   

2. Select the drop-down arrow next to Settings, and then select Email Configuration.

   

3. Select Mailboxes.

   

4. The Global Admin User needs to approve or enable the mailbox for the user.

   Note

   This is required because this user account needs to be able to send emails using their mailbox.

5. Select the drop-down arrow next to Settings, and then select Dynamics 365 App for Outlook.

   

6. On the Getting Started with Dynamics 365 App for Outlook screen, under Add for Eligible Users, select the Automatically add Dynamics 365 App for Outlook checkbox if users are to get the app automatically.

   Note

   Users might have to select Settings if this screen isn't being opened for the first time.

   If a user's email is synchronized through server-side synchronization, you won't have to do anything more to push the app to them and can skip the next step.

   

7. Do one of the following steps:

   • To push the app to all eligible users, select Add App for All Eligible Users.
   • To push the app to certain users, select those users in the list, and then select Add App to Outlook.

   Note

   If the list shows that a user is pending or hasn’t been added, you can select the Learn More link next to the user to find more information about status.

8. Select Save.

9. Make sure to add users to the security role Dynamics 365 App for Outlook User.

Set Regarding email tracking

Dynamics 365 has a function where users can track emails to Fundraising and Engagement from within Outlook. After you configure email tracking, the steps are similar for both the desktop and online versions of Outlook:

1. Open a new message in Outlook. Add the recipient’s email address to the To field.

2. Online Version: Select more options (three dots).

3. Select the Dynamics 365 app.

   

4. A drop-down menu displays. Select Look for records and use the lookup to search for the contact/organization that needs tracking.

   

5. Once selected, the message Track pending appears.

   

6. Sent emails appear in the sent folder with a Tracked to Dynamics icon beside the subject line. Go to Activities in Fundraising and Engagement to view the email.

   

Payment processors

Create a payment processor entity to process credit card transactions. Follow the steps in one of the following sections to set up the processor you want to use.

Note

After you create or change a payment processor, follow the steps in Move payment processor credentials to Azure key vault to upload the new payment processor configuration to KeyVault.

Stripe payment gateways

Payment gateway with Stripe Payment Intents API (recommended)

To enable single payment transactions and recurring donations with a Stripe payment gateway, enter the Private Key and the Publishable Key.

Payment gateway with Stripe Charge API (legacy - not recommended)

For the legacy method, you only need to name the payment processor and add the Stripe Service Key.

Note

The Stripe Service Key in the legacy experience is the same as the Private Key in the new Payment Intents experience.

Turn on the Stripe Payment Intents API

To use the Payment Intents API from Stripe, you need to enable the toggle called PaymentIntentEnabled in the Fundraising and Engagement Azure Key Vault.

Note

This guidance only pertains to versions 2.3.3.0 and earlier of Fundraising and Engagement.

If you turn on the Stripe Payment Intents API, it seamlessly works with the existing payment tokens in the application. However, after you turn on this integration, any newly-created cards aren't compatible with the previous payment processing method. If you want to revert to the previous payment setup, be aware that newly-added cards won't function with the older system.

1. In Microsoft Azure portal, find your Fundraising and Engagement Azure services resource group.

2. Navigate to the key vault <clientname>-vault-<env>. Make sure that your user has appropriate access policies to get, list, and set the secrets in the key vault.

3. Navigate to Secrets.

4. Open the Stripe--PaymentIntentEnabled setting. By default, Secret value is set to false. To use the Stripe Payment Intents API, you need a new version of the secret with a value of true. First, disable the setting by changing Enabled to No, and then select Apply.

The setting is now disabled, and a new version of the secret is required.

5. Select New version to add a new version of the secret. Set Secret value to true, and then select the Create button.

Now there are two versions of the secret. The new version is automatically enabled.

6. After you create this secret value, restart both your Payment Service Function App and Recurring Donation App Service to reflect the setting change.

Moneris payment gateway

To enable single payment transactions and recurring donations with a Moneris payment gateway, fill in the fields.

Note

Moneris gateway only works for CAD currency.

iATS payment gateway

To enable single payment transactions and recurring donations with an iATS payment gateway, fill in the fields.

Bank run

The following fields should be set up with the configuration record to enable bank run functionality and generate the bank run file.

To populate the required elements, sign in into your Azure account and follow these steps:

1. Navigate to the appropriate background services function app.

2. Under the deployment slot (or the main slot if there's only one), go to Functions.

3. Select the Bank Run.

4. Select Get Function URL on the action pane.

   

5. Select the Copy icon on the right side of the URL, and then paste the contents into a temporary location (for example, Microsoft Notepad).

6. Copy and paste the first part of the URL up to but not including the /api part, into the Background Services Web Job URL field on the Background Services configuration tab of the configuration record.

7. Copy and paste the code from the URL (everything after ?code= in the full URL) into the Bank Run Security Key field.

8. Save the configuration record.

Payment processor

To properly execute the bank run and other payment processes, you must configure the payment processor record and the Fundraising and Engagement configuration record.

Each bank has their own bank run file format. In the Payment Processor area, the user can select the bank format and configure the required fields.

Scotiabank

To generate the bank run file with the Scotiabank format, complete the following fields.

Bank of Montreal (BMO)

To generate the bank run file with the BMO format, complete the following fields.

Australian Bankers Association (ABA)

To generate the bank run file with the ABA format, complete the following fields.

Preference categories

Preferences represent information that doesn't live cleanly on an account or contact record, or that can be associated with both an account and a contact. Examples include, but aren't limited to:

• Personal interests
• Other communication preferences, such as desire to receive a newsletter
• Specific outreach the constituent wishes to or not to receive
• Other affiliation information, such as constituent type (for example, donor, volunteer, or board member), associations, and ratings.

Preferences also typically store demographic information in a series of dependent menus:

• Category
• Subcategory
• Type
• Subtype

Preferences are a key feature for one-to-one engagement. They enable you to track specific characteristics of constituents across the solution, so you can use that data for marketing and outreach engagement across channels.

This entity can be linked with the following entities:

• Account
• Contact
• Opportunity

To create a new preference category:

1. In the navigation pane, select Configuration from the Change area menu.
2. Under Setup, select Preference Categories.
3. On the action pane, select New.

Then complete the required fields: enter a Name for the preference and select which Category the preference should be linked to (Opportunity or Events).

Once completed, select Save or Save & Close.

Objectives

An objective represents the organization's highest priorities, strategies, and goals that guide investments (for requests and awards) and program delivery. Objectives can be represented in a hierarchy or linked to external standards-based references.

You can use objectives to report on goals or strategies outside of or across delivery framework (for example, Program) boundaries. For example, Advocacy can be an objective of both Health Care and Education programs.

This entity can be linked with the following entities:

• Account
• Budget
• Parent Objective

For more information, go to the Common Data Model reference on GitHub.

To create a new objective:

1. In the navigation pane, select Configuration from the Change area menu.
2. Under Reporting, select Objectives.
3. On the action pane, select New.

By default, an objective record requires a Name. You can also link the objective to a Parent Objective, align it with a Start Date and End Date and add a Description. When you finish entering field values, select Save or Save & Close.

Budgets

A budget represents your organization's assignment of funds towards supporting an objective. You can link a budget record with an objective record.

To create a new budget:

1. In the navigation pane, select Configuration from the Change area menu.
2. Under Reporting, select Objectives.
3. On the action pane, select New.

By default, a budget record requires a Name. You can also link the budget to an Objective, create a Budget Name, enter in a Total Budget amount, select the Currency, enter a Description, and align it with a Start Date and End Date.

Note

Exchange Rate is locked, and fills in automatically when you save the budget record.

When you finish entering field values, select Save or Save & Close.

Status overview

In Fundraising and Engagement, statuses applied throughout the solution affect how the solution functions. They guide the user on how to interpret the record they're reviewing.

• Status: The general status of a record indicates if it can be edited and if it's incorporated into reports.

  • Active: Indicates the record can be modified and is included in reporting and summary calculations.

  • Inactive: Indicates the record is no longer able to be modified and is no longer included in reporting or summary calculations. Typically records with a status of Inactive are used for historical or reference purposes only.

• Status Reason: Based on the type of record, the Status Reason field indicates the condition of the record in its stage within a process.

The status and status reasons used in Fundraising and Engagement are all manually set. It's up to the user to specifically select the correct values. By default, these values are always set to:

• Status: Active
• Status Reason: Active

The status reasons that are automatically set based on background processes apply to:

• Transactions
• Donor commitments
• Payment schedules
• Registration packages

Gifts (transactions, donor commitments, and payment schedules)

Gifts can have different statuses as they progress through the various stages.

Status reason definitions:

• Active: The gift is active and users can interact with the record. Only completed gifts and pledges in active status are considered active donations.
• Write-off: When a constituent is unable to fulfill a pledge.
• Completed: The gift was paid and completed.
• In Progress: An ongoing commitment where funds are directly debited from the donor.
• Canceled: The gift was canceled or archived.
• Failed: The gift process failed and the user needs to review the report from the payment gateway.
• Refund: The gift was refunded and users are still able to interact with the record.

The following table provides a matrix of which status you can apply to each type of gift.

Gift type	Write-off	Completed	In progress	Canceled	Failed	Refund
Transaction		X	X		X	X
Donor commitment	X	X	X
Payment schedule (recurring donation)	X			X	X
Payment schedule (pledge schedule)	X		X

Gift batch

Status reason definitions:

• In Progress: The gift batch is open and data entry is still in progress. Gifts haven't yet been applied to the contact records.
• Completed: The gift batch is closed and doesn't allow further data entry. Gifts have been applied to the contact records.

Campaigns, appeals, and packages

Status reason definitions (manually set):

• Proposed: The initial stage of a new campaign record, likely waiting for confirmation of dates or specific campaign details.
• Ready to Launch: All details of the campaign record have been finalized. A holding status until the official start date for the campaign.
• Launched: The campaign is open and gifts can be attributed to the campaign record.
• Completed: The campaign is closed and gifts can no longer be attributed to the campaign record.
• Canceled: The campaign record is no longer used.
• Suspended: The campaign record is on hold but can be reactivated in the future.

Registration package

Status reason definitions:

• Active: The registration package is active, and users can interact with the record.
• Completed: The registration package was paid for in full and completed.
• Failed: The registration package process failed, and the user needs to review the report from the payment gateway.

PCI compliance

Note

This section is for informational purposes only and doesn't constitute legal advice. Reach out to your legal counsel and work with your payment gateway provider to understand your exact PCI obligations and requirements.

The Fundraising and Engagement solution includes tools to securely process credit card transactions and is compliant with Moneris, iATS, and Stripe payment processing gateways. Transaction and gift processing occurs within your organization’s own Azure infrastructure and as such, the level of PCI compliance required is based on your organization’s transaction processing volumes and chosen payment gateway provider.

PCI compliance is your organization’s responsibility. Your organization's development and fundraising operation determine what actions you must take to be compliant. These actions could range from completing an Attestation of Compliance with a Level 1 on-site assessment, depending on the PCI compliance level required. Your organization's required PCI compliance level is based on the total volume of transaction processing (with higher volumes requiring higher levels of PCI compliance). The required level of PCI compliance for an organization that processes fewer than 20,000 annual transactions differs from the compliance level required for an organization that processes six million or more annual transactions.

To confirm your PCI compliance obligations, work with your payment gateway provider, who can guide you with the appropriate requirements based on your potential annual transaction volume.

Note

Nonprofit back-office credit card processing is often considered Mail Order Telephone Order (MOTO), which applies to credit card processing models where the donor provides credit card information over the phone or by direct mail. This may affect your organization's compliance obligations and its initial set up of payment gateways.

Note

If your nonprofit organization operates within the European Economic Area, any payments made by manually entering credit card transactions into Fundraising and Engagement must be flagged with the payment gateway provider, so that an exception is applied to backend transactions that would typically require credit card holder validation.

Privacy considerations

The Fundraising and Engagement solution provides organizations with the tools to securely process credit card transactions with Moneris, iATS, and Stripe payment processing gateways.

The Fundraising and Engagement solution lets you delete any constituent data, for example, when it's requested under various privacy laws and regulations. This action removes all associated data and data related to payment processing from Dataverse and Azure. However, the data isn't removed from the payment processor gateway; both payment information and other personal data of the donor can still be stored there.

To remove data from payment processor gateways, you must contact the relevant payment processor gateway provider. There are other resources available from Stripe, Moneris, and iATS payment processing gateways regarding privacy.  

Security roles

User roles

Finance Administrator

The Finance Administrator role confers the necessary solution rights to manage or maintain the finances of your organization. Assign this role to team members who need to adjust financial amounts, configure and maintain designations, and reconcile designations to the GL or account solution.

This role doesn't confer the solution rights needed to create gifts or events.

Area	Expected to create or update	Expected to view but not create
Core Records	Create, update, append to all contacts, accounts or households. Create any type of activity. Delete only their own activities. Delete only the contact or accounts the user owns.	Read any activity but not to delete the ones the user doesn't own.
Miscellaneous Rights	Can export to Excel. Can upload and import data. Can bulk update records the user has access to update.	There are no miscellaneous privileges that this user can't perform.
Gifts	Can create, update and delete Transactions, Payment Schedule, and Donor Commitments. Can create Receipt Stacks.	There are no Gift privileges that this user can't perform.
Development	Can create or update funding reports. Can create or update goals and goal metrics.	This user can read all development related records.
Events	Can apply payments to existing event packages. Can update event components but not create them to ensure pricing amounts and value are correct or can be corrected.	Can only view Events and Event Package. Can only view event package components such as Tickets, Registration, Products, and Sponsorships.
Configuration	Can create and update Payment Processors. Can create, update, and delete Designations, Designation Plans, and Designation Credits. Can create, update and delete membership categories.	Can only view the configuration. Can only view the Giving Levels. Can only view the Objective. Can only view the Preference Categories. Can't add to membership groups or order membership groups.

Note

This role contains a high level of privileges, granting the ability to import data, bulk update data, export to Excel, and delete Transactions, Donor Commitments, and Payment Schedules.

Privilege Table Key

None selected	User	Business Unit	Parent Child Business Units	Organization

Finance Administrator Core Dynamics Privileges

Action	Create	Read	Update	Delete	Append To
Account
Activity
Connection
Contact
Data Import
Data Map
Document Template
Marketing List
Note
Team

Finance Administrator Miscellaneous Roles Privileges

Action	Privilege Applied
Bulk Edit
Document Generation
Export to Excel
Merge
View Audit History

Finance Administrator Gifts Privileges

Action	Create	Read	Update	Delete	Append To
Bank Run
Bank Run Schedule
Donation Import
Donor Commitment
Gift Aid Declaration
Gift Aid Return
Gift Batch
Membership
Membership Group
Membership Order
Payment Method
Payment Schedule
Receipt
Receipt Log
Receipt Stack
Refund
Transaction
Tribute or Memory

Finance Administrator Development Privileges

Action	Create	Read	Update	Delete	Append To
Appeal
Campaign
Funding Report
Giving Level Instance
Goal
Goal Metric
Opportunity
Opportunity Preference
Opportunity Stage
Package

Finance Administrator Events Privileges

Action	Create	Read	Update	Delete	Append To
Event
Event Disclaimer
Event Donation
Event Package
Event Preference
Event Product
Event Sponsor
Event Sponsorship
Event Table
Event Ticket
Payment
Product
Registration
Registration Preference
Sponsorship
Ticket

Finance Administrator Configuration Privileges

Action	Create	Read	Update	Delete	Append To
Budget
Configuration
Credit/Debit Card Response
Designation Credit
Designation Plan
Designation
Giving Level
Membership Category
Objective
Payment Processor
Preference Category

Fundraiser

Assign this role to team members who are responsible for managing Opportunities (prospective donor relationships aligned to funding priorities) and relationship information (such as Contacts, Accounts, and Households). This role also confers the privileges required to create event registration packages, and to update and maintain (but not create) Campaigns, Packages, and Appeals.

This role doesn't allow the user to import data, bulk update data, or export to Excel.

Area	Expected to create or update	Expected to view but not create
Core Records	Create, update, append to all contacts, accounts or household records. Create any type of activity. Delete only their own activities. Delete only the contact or accounts the user owns.	Read any activity but not to delete the ones the user doesn't own.
Miscellaneous Rights	Can Create Document Templates. View Audit History.	Can't export from Excel. Can't Bulk Update.
Gifts	Can create notes or activities related to Transactions, Donor Commitments, or Payment Schedules. Can view receipts.	View Donor Commitments, Payment Schedules, but not edit them or create them.
Development	Can create or update funding reports. Can create or update Opportunity records. Can Create Memberships. Can access or view goal information.	Can't create Campaigns, Appeals, or Packages, but can view them. Can't create Giving Level instances.
Events	Can Create events and event components. Can create Event Registration packages and process payments.	Can only view Events Receipts. Can only view event refunds.
Configuration	Can create and update Designation Plans and Designation Credits.	Can only view the configuration. Can only view the Giving Levels. Can only view the Objective. Can't add to membership groups or order membership groups. Can only view Membership Categories. Can only view the Preference Categories. Can create and update Payment Processors. Can only view Designations. Can't create and update Payment Processors.

Privilege Table Key

None selected	User	Business Unit	Parent Child Business Units	Organization

Fundraiser Core Dynamics Privileges

Action	Create	Read	Update	Delete	Append To
Account
Activity
Connection
Contact
Data Import
Data Map
Document Template
Marketing List
Note
Team

Fundraiser Miscellaneous Roles Privileges

Action	Privilege Applied
Bulk Edit
Document Generation
Export to Excel
Merge
View Audit History

Fundraiser Gifts Privileges

Action	Create	Read	Update	Delete	Append To
Bank Run
Bank Run Schedule
Donation Import
Donor Commitment
Gift Aid Declaration
Gift Aid Return
Gift Batch
Membership
Membership Group
Membership Order
Payment Method
Payment Schedule
Receipt
Receipt Log
Receipt Stack
Refund
Transaction
Tribute or Memory

Fundraiser Development Privileges

Action	Create	Read	Update	Delete	Append To
Appeal
Campaign
Funding Report
Giving Level Instance
Goal
Goal Metric
Opportunity
Opportunity Preference
Opportunity Stage
Package

Fundraiser Events Privileges

Action	Create	Read	Update	Delete	Append To
Event
Event Disclaimer
Event Donation
Event Package
Event Preference
Event Product
Event Sponsor
Event Sponsorship
Event Table
Event Ticket
Payment
Product
Registration
Registration Preference
Sponsorship
Ticket

Fundraiser Configuration Privileges

Action	Create	Read	Update	Delete	Append To
Budget
Configuration
Credit/Debit Card Response
Designation Credit
Designation Plan
Designation
Giving Level
Membership Category
Objective
Payment Processor
Preference Category

Fundraiser Administrator

Assign this role to team members who need to do critical operational tasks, including the ability export to Excel and update via bulk data upload. This role also confers read privileges required to review giving levels, campaigns, appeals, and packages. It also confers the privileges that are included in the Fundraiser role.

Note

This role contains a high level of privileges to provide the ability to import data, bulk update data, and export to Excel. These are some of the most sensitive solution privileges, because they affect data integrity and security.

Area	Expected to create or update	Expected to view but not create
Core Records	Create, update, append to all contacts, accounts or household records. Create any type of activity. Delete only their own activities. Delete only the contact or accounts the user owns.	Read any activity but not to delete the ones the user doesn't own.
Miscellaneous Rights	Can Create Document Templates. View Audit History. Can export from Excel. Can perform Bulk Updates.	Has all miscellaneous privileges.
Gifts	Can create notes or activities related to Transactions, Donor Commitments, or Payment Schedules. Can create, edit, and view Donor Commitments. Can view Payment Schedules and Transactions, but not edit them or create them.	Can only view Receipts. Can't Import Data. Can't create Payment Schedule or Transactions.
Development	Can create or update funding reports. Can create or update Opportunity records. Can create and update Campaigns, Appeals, or Packages. Can create Giving Level instances. Can Create Memberships. Can create Goals and Goal Metrics.	Has access to all Development privileges.
Events	Can Create events and event components. Can create Event Registration packages and process payments. Can perform refunds against Even Registration Packages.	Can only view Events Receipts.
Configuration	Can create and edit the Preference Categories. Can create and update Designation Plans and Designation Credits. Can create Giving Levels.	Can only view the configuration. Can only view the Objective. Can't add to membership groups or order membership groups. Can only view the Payment Processors. Can only view Designations. Can't add Membership Categories.

Privilege Table Key

None selected	User	Business Unit	Parent Child Business Units	Organization

Fundraiser Administrator Core Dynamics Privileges

Action	Create	Read	Update	Delete	Append To
Account
Activity
Connection
Contact
Data Import
Data Map
Document Template
Marketing List
Note
Team

Fundraiser Administrator Miscellaneous Roles Privileges

Action	Privilege Applied
Bulk Edit
Document Generation
Export to Excel
Merge
View Audit History

Fundraiser Administrator Gifts Privileges

Action	Create	Read	Update	Delete	Append To
Bank Run
Bank Run Schedule
Donation Import
Donor Commitment
Gift Aid Declaration
Gift Aid Return
Gift Batch
Membership
Membership Group
Membership Order
Payment Method
Payment Schedule
Receipt
Receipt Log
Receipt Stack
Refund
Transaction
Tribute or Memory

Fundraiser Administrator Development Privileges

Action	Create	Read	Update	Delete	Append To
Appeal
Campaign
Funding Report
Giving Level Instance
Goal
Goal Metric
Opportunity
Opportunity Preference
Opportunity Stage
Package

Fundraiser Administrator Events Privileges

Action	Create	Read	Update	Delete	Append To
Event
Event Disclaimer
Event Donation
Event Package
Event Preference
Event Product
Event Sponsor
Event Sponsorship
Event Table
Event Ticket
Payment
Product
Registration
Registration Preference
Sponsorship
Ticket

Fundraiser Administrator Configuration Privileges

Action	Create	Read	Update	Delete	Append To
Budget
Configuration
Credit/Debit Card Response
Designation Credit
Designation Plan
Designation
Giving Level
Membership Category
Objective
Payment Processor
Preference Category

Gift Processing

Assign this role to team members who manage gift processing for your organization. This role is configured to cover the scenarios where team members need to import data to generate both receipts and refunds.

As this role is expected to bulk import data, it has a high set of privileges and the ability to manipulate financial transactions.

This role doesn't allow the user to bulk update data or export to Excel.

Area	Expected to create or update	Expected to view but not create
Core Records	Create, update, append to all contacts, accounts or household records. Create any type of activity. Delete only their own activities. Delete only the contact or accounts the user owns.	Read any activity but not to delete the ones the user doesn't own.
Miscellaneous Rights	Can Create Document Templates. View Audit History.	Can't export from Excel. Can't Bulk Update.
Gifts	Can create notes or activities related to Transactions, Donor Commitments, or Payment Schedules. Can create receipts. Can create or update Donor Commitments or Payment Schedules, Bank Runs, and Gift Batches. Can perform refunds. Can import Data. Can create Tribute or Memory records.	Can only read the Receipt Stack. Can only read the Membership Group.
Development	Can Create Memberships.	Can't access or view goal information. Can't create Campaigns, Appeals, or Packages. Can only view Giving Level Instances. Can view funding reports. Can view Opportunity records. Can view Campaigns, Appeals, or Packages.
Events	Can update events and event components, but can't create them. Can create Event Registration packages and process payments. Can perform refunds. Can Create Events Receipts.	Can only view Events Receipts. Can only view event refunds.
Configuration	Can create and edit the Preference Categories. Can create and update Designation Plans and Designation Credits.	Can only view the configuration. Can only view Giving Levels. Can only view the Objective. Can't add to membership groups or order membership groups. Can only view Designations. Can't add Membership Categories. Can only view Payment Processors.

Privilege Table Key

None selected	User	Business Unit	Parent Child Business Units	Organization

Gift Processing Core Dynamics Privileges

Action	Create	Read	Update	Delete	Append To
Account
Activity
Connection
Contact
Data Import
Data Map
Document Template
Marketing List
Note
Team

Gift Processing Miscellaneous Roles Privileges

Action	Privilege Applied
Bulk Edit
Document Generation
Export to Excel
Merge
View Audit History

Gift Processing Gifts Privileges

Action	Create	Read	Update	Delete	Append To
Bank Run
Bank Run Schedule
Donation Import
Donor Commitment
Gift Aid Declaration
Gift Aid Return
Gift Batch
Membership
Membership Group
Membership Order
Payment Method
Payment Schedule
Receipt
Receipt Log
Receipt Stack
Refund
Transaction
Tribute or Memory

Gift Processing Development Privileges

Action	Create	Read	Update	Delete	Append To
Appeal
Campaign
Funding Report
Giving Level Instance
Goal
Goal Metric
Opportunity
Opportunity Preference
Opportunity Stage
Package

Gift Processing Events Privileges

Action	Create	Read	Update	Delete	Append To
Event
Event Disclaimer
Event Donation
Event Package
Event Preference
Event Product
Event Sponsor
Event Sponsorship
Event Table
Event Ticket
Payment
Product
Registration
Registration Preference
Sponsorship
Ticket

Gift Processing Configuration Privileges

Action	Create	Read	Update	Delete	Append To
Budget
Configuration
Credit/Debit Card Response
Designation Credit
Designation Plan
Designation
Giving Level
Membership Category
Objective
Payment Processor
Preference Category

Gift Processing Administrator

Assign this role to team members who require the privileges of the Gift Processing role and related administrator privileges, such as export to Excel and bulk update. This role includes privileges needed to create membership categories, giving levels, and receipt stacks.

This role contains a high level of privileges with the ability to import data, bulk update data, and export to Excel.

Area	Expected to create or update	Expected to view but not create
Core Records	Create, update, append to all contacts, accounts or household records. Create any type of activity. Delete only their own activities. Delete only the contact or accounts the user owns.	Read any activity but not to delete the ones the user doesn't own.
Miscellaneous Rights	Can Create Document Templates. View Audit History. Can't export from Excel. Can't Bulk Update	Has all Miscellaneous privileges.
Gifts	Can create notes or activities related to Transactions, Donor Commitments, or Payment Schedules. Can create receipts. Can create or update Donor Commitments or Payment Schedules, Bank Runs, and Gift Batches. Can perform refunds. Can import Data. Can create Tribute or Memory records. Can create Receipt Stacks. Can create Membership Groups.	Has all Gift privileges.
Development	Can Create Memberships.	Can't access or view goal information. Can't create Campaigns, Appeals, or Packages. Can only view Giving Level Instances. Can view funding reports. Can view Opportunity records. Can view Campaigns, Appeals, or Packages.
Events	Can update events and event components, but can't create them. Can create Event Registration packages and process payments. Can perform Refunds.	Can only view Events Receipts. Can only view event refunds.
Configuration	Can create and edit the Preference Categories. Can create and update Designation Plans and Designation Credits. Can create Giving Levels.	Can only view the configuration. Can only view the Objective. Can't add to membership groups or order membership groups. Can only view Designations. Can only view Payment Processors.

Privilege Table Key

None selected	User	Business Unit	Parent Child Business Units	Organization

Gift Processing Administrator Core Dynamics Privileges

Action	Create	Read	Update	Delete	Append To
Account
Activity
Connection
Contact
Data Import
Data Map
Document Template
Marketing List
Note
Team

Gift Processing Administrator Miscellaneous Roles Privileges

Action	Privilege Applied
Bulk Edit
Document Generation
Export to Excel
Merge
View Audit History

Gift Processing Administrator Gifts Privileges

Action	Create	Read	Update	Delete	Append To
Bank Run
Bank Run Schedule
Donation Import
Donor Commitment
Gift Aid Declaration
Gift Aid Return
Gift Batch
Membership
Membership Group
Membership Order
Payment Method
Payment Schedule
Receipt
Receipt Log
Receipt Stack
Refund
Transaction
Tribute or Memory

Gift Processing Administrator Development Privileges

Action	Create	Read	Update	Delete	Append To
Appeal
Campaign
Funding Report
Giving Level Instance
Goal
Goal Metric
Opportunity
Opportunity Preference
Opportunity Stage
Package

Gift Processing Administrator Events Privileges

Action	Create	Read	Update	Delete	Append To
Event
Event Disclaimer
Event Donation
Event Package
Event Preference
Event Product
Event Sponsor
Event Sponsorship
Event Table
Event Ticket
Payment
Product
Registration
Registration Preference
Sponsorship
Ticket

Gift Processing Administrator Configuration Privileges

Action	Create	Read	Update	Delete	Append To
Budget
Configuration
Credit/Debit Card Response
Designation Credit
Designation Plan
Designation
Giving Level
Membership Category
Objective
Payment Processor
Preference Category

System Administrator

Assign the System Administrator role to confer the privileges needed to administer the Fundraising and Engagement Configuration section. A System Administrator can also create a Donor Commitment, and can update (but not create) an Opportunity.

Area	Expected to create or update	Expected to view but not create
Configuration	Can create and update Configuration records. Can create Payment Processors. Can create and edit Giving Levels. Can create and edit Objectives. Can create and edit the Preference Categories. Can manage all aspects of the membership process. Can create, update, and delete Designations, Designation Plans, and Designation Credits. Can create, update, and delete membership categories.	This user has access to all privileges related to the configuration of Fundraising and engagement.

Privilege Table Key

None selected	User	Business Unit	Parent Child Business Units	Organization

System Administrator Gifts Privileges

Action	Create	Read	Update	Delete	Append To
Membership
Membership Group
Membership Order

System Administrator Configuration Privileges

Action	Create	Read	Update	Delete	Append To
Budget
Configuration
Credit/Debit Card Response
Designation Credit
Designation Plan
Designation
Giving Level
Membership Category
Objective
Payment Processor
Preference Category

Functional roles

Action pane buttons

The Fundraising and Engagement solution uses options on the action pane to launch specific functionality and business logic. Seven application action pane buttons are associated with specific security roles. Assign these roles to users so they can use the associated buttons to access the corresponding functionality and logic in the solution.

The following table defines of how each action pane button interacts with their security roles or the users assigned to configuration records. The configuration record must be assigned to every user and it controls the listed action pane buttons. For details on what the configuration record controls, see Primary configuration record.

Role	Entity	Action Pane Button	Visible?	Required Settings
Gift Processing	Contact	Add Gift	YES	FundraisingandEngagement Gift Processing
Gift Processing	Contact	Add Membership	YES	Always Visible
Gift Processing	Contact	Add Registration	YES	Always Visible
Gift Processing	Contact	Add Declaration	YES	Gift Aid Configuration = TRUE
Gift Processing	Contact	Add Pledge Match	YES	Always Visible
Gift Processing	Contact	Add Credit Card	YES	Always Visible
Gift Processing	Contact	Update Credit Card	YES	Always Visible
Gift Processing	Contact	Add Bank Account	YES	Always Visible
Gift Processing	Contact	Update Bank Account	YES	Always Visible
Gift Processing	Contact	Update Address	YES	Household Contains a Value
Gift Processing	Organization (Account)	Add Gift	YES	FundraisingandEngagement Gift Processing
Gift Processing	Organization (Account)	Add Membership	YES	Always Visible
Gift Processing	Organization (Account)	Add Registration	YES	Always Visible
Gift Processing	Organization (Account)	Add Declaration	YES	Always Visible
Gift Processing	Organization (Account)	Add Pledge Match	YES	Always Visible
Gift Processing	Organization (Account)	Add Credit Card	YES	Always Visible
Gift Processing	Organization (Account)	Update Credit Card	YES	Always Visible
Gift Processing	Organization (Account)	Add Bank Account	YES	Always Visible
Gift Processing	Organization (Account)	Update Bank Account	YES	Always Visible
Gift Processing	Organization (Account)	Set Appraiser	YES	Always Visible
Gift Processing	Organization (Account)	Update Address	YES	Account is type = Household
Gift Processing	Household (Account)	Add Gift	NO	When the Account Type is set to 'Household'
Gift Processing	Household (Account)	Add Membership	NO	When the Account Type is set to 'Household'
Gift Processing	Household (Account)	Add Registration	NO	When the Account Type is set to 'Household'
Gift Processing	Household (Account)	Add Declaration	NO	When the Account Type is set to 'Household'
Gift Processing	Household (Account)	Add Pledge Match	NO	When the Account Type is set to 'Household'
Gift Processing	Household (Account)	Add Credit Card	NO	When the Account Type is set to 'Household'
Gift Processing	Household (Account)	Update Credit Card	NO	When the Account Type is set to 'Household'
Gift Processing	Household (Account)	Add Bank Account	NO	When the Account Type is set to 'Household'
Gift Processing	Household (Account)	Update Bank Account	NO	When the Account Type is set to 'Household'
Gift Processing	Household (Account)	Update Address	YES	When the Account Type is set to 'Household'
Refund	Transaction	Refund Gifts	YES	FundraisingandEngagement Refund
Receipting	Transaction	Receipt	YES	FundraisingandEngagement Receipting
Receipting	Transaction	Return/Fail Gift	YES	Always Visible
Receipting	Donor Commitment	Write Off	YES	Always Visible
Receipting	Payment Schedule	Add Credit Card	YES	Always Visible
Receipting	Payment Schedule	Update Credit Card	YES	Always Visible
Receipting	Payment Schedule	Assign Credit Card	YES	Always Visible
Receipting	Payment Schedule	Create Related Receipts	YES	FundraisingandEngagement Receipting
Set Committed	Opportunity	Set Committed	YES	FundraisingandEngagement Set Committed
Generate Pledges	Opportunity	Create Donor Commitment	YES	FundraisingandEngagement Generate Pledges
Generate Pledges	Gift Batch	Recalculate	YES	Always Visible
Generate Pledges	Gift Batch	Close Batch	YES	Always Visible
Generate Pledges	Bank Run	Retrieve Gift List	YES	Always Visible
Generate Pledges	Bank Run	Confirm Gift List	YES	Always Visible
Generate Pledges	Bank Run	Generate Bank Run Files	YES	Always Visible
Generate Pledges	Membership Category	Add to Group	YES	Always Visible
Generate Pledges	Membership Group	Order list	YES	Always Visible

Note

Fundraising and Engagement requires a base set of privileges that are required by Dynamics 365. Each role already contains the basic privileges to operate Dynamics 365 for Sales Enterprise. The roles documented in this section cover privileges that are applied in addition to the base set.

Receipting

The Receipting role contains only the privileges needed to perform the Receipting function: the ability to update transactions and payment schedules and create the underlying receipt record. It doesn't grant any privileges. Assigning a user this role provides access to the following action pane button logic:

Entity	Action Pane Button	Visible?	Required Setting/Role
Transaction	Receipt	YES	FundraisingandEngagement Receipting
Payment Schedule	Create Related Receipts	YES	FundraisingandEngagement Receipting

Privilege Table Key

None selected	User	Business Unit	Parent Child Business Units	Organization

Receipting Role Privileges

Area	Action	Create	Read	Update	Delete	Append To
Gifts	Payment Schedule
Gifts	Receipt
Gifts	Receipt Log
Gifts	Receipt Stack
Gifts	Transaction
Configuration	Configuration

Refund

The Refund role contains only the privileges needed to perform the Refund function: the ability to update the Transaction and Payment Schedule and create the underlying refund record. Assign this role to users who need access to the following action pane button logic:

Entity	Action Pane Button	Visible?	Required Setting/Role
Transaction	Receipt	YES	FundraisingandEngagement Refund

Privilege Table Key

None selected	User	Business Unit	Parent Child Business Units	Organization

Refund Role Privileges

Area	Action	Create	Read	Update	Delete	Append To
Gifts	Payment Method
Gifts	Payment Schedule
Gifts	Refund
Gifts	Transaction
Configuration	Configuration
Configuration	Credit/Debit Card Response
Configuration	Payment Processor

Set Committed

The Set Committed role contains only the privileges needed to perform the Set Committed function: the ability to update an Opportunity but not create one:

Entity	Action Pane Button	Visible?	Required Setting/Role
Opportunity	Set Committed	YES	FundraisingandEngagement Set Committed

Privilege Table Key

None selected	User	Business Unit	Parent Child Business Units	Organization

Set Committed Role Privileges

Area	Action	Create	Read	Update	Delete	Append To
Development	Opportunity
Configuration	Configuration

Generate Pledges

The Generate Pledges role contains only the privileges needed to perform the Generate Pledges function: the ability to update an Opportunity (but not create one) by creating a Donor Commitment.

Entity	Action Pane Button	Visible?	Required Setting/Role
Opportunity	Create Donor Commitments	YES	FundraisingandEngagement Generate Pledges

Privilege Table Key

None selected	User	Business Unit	Parent Child Business Units	Organization

Generate Pledges Role Privileges

Area	Action	Create	Read	Update	Delete	Append To
Development	Opportunity
Gifts	Donor Commitment
Configuration	Configuration
Configuration	Designation Credit
Configuration	Designation Plan
Configuration	Designation

See also

Deploy Fundraising and Engagement
Overview of Fundraising and Engagement
Configure Constituent Marketing Journeys
Configure LinkedIn Sales Navigator for Dynamics 365 in Fundraising and Engagement