Set up and configure Microsoft Cloud for Nonprofit

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Microsoft Cloud for Nonprofit includes solutions that are built on capabilities within Microsoft Dynamics 365, Microsoft Power Platform, Microsoft 365, Microsoft Azure, and LinkedIn.

You deploy these solutions in Microsoft Cloud Solution Center. Solution Center provides a central place to deploy industry cloud solutions from Microsoft, including solutions that are part of Microsoft Cloud for Nonprofit.

This article gives you an overview of how to deploy Microsoft Cloud for Nonprofit solutions, including what you need to do before and after deployment to set up and configure your solutions.

Screenshot of Microsoft Cloud Solution Center, showing solutions that are part of Microsoft Cloud for Nonprofit.

Prerequisites

  • You must be a Microsoft Power Platform admin, Dynamics 365 admin, or a tenant admin to deploy solutions in Solution Center.
  • You must have licenses for the Microsoft Cloud for Nonprofit solutions and apps that you’re deploying. If your organization doesn't have the necessary licenses, you'll be notified during the deployment process. To learn more, see Licensing for Microsoft Cloud for Nonprofit.
  • Learn more about compliance in Microsoft Cloud for Nonprofit and ensure you use services that match your requirements.

Deployment overview

Here are the solutions that are part of Microsoft Cloud for Nonprofit, along with pre-deployment and post-deployment information for each solution. Keep in mind that:

  • Some solutions have pre-deployment setup requirements. Microsoft Cloud for Nonprofit can't provide solutions for setting up the pre-deployment environments, but can assist with the deployment of Fundraising and Engagement and Volunteer Management.
  • Some solutions require additional configuration or have optional capabilities that you configure after deployment.

We'll be referring to this table throughout this article.

Solution Prerequisites for installation Pre-deployment requirements Post-deployment configuration
Fundraising and Engagement Dynamics 365 Sales Enterprise,
Fundraising and Engagement Azure Services,
Azure SQL database (optional),
Azure Active Directory (optional)		 Set up Dynamics Sales Enterprise.

Set up the Azure subscription.		 Fundraising and Engagement requires an Azure environment. Learn how to set up and configure Azure for Fundraising and Engagement.
LinkedIn Sales Navigator for Dynamics 365 Dynamics 365 Sales,
Fundraising and Engagement (optional)		 (Optional) To use LinkedIn Sales Navigator for Dynamics 365 with Fundraising and Engagement, you'll need to configure LinkedIn Sales Navigator for Dynamics 365 in Fundraising and Engagement.
Constituent marketing journeys Dynamics 365 Marketing Set up Dynamics 365 Marketing.

Install real-time customer journey orchestration.		 After you deploy Constituent marketing journeys, you'll need to enable the marketing segments.
Volunteer Management Power Apps Set up a Dataverse environment with a database. (Optional) To enhance the capabilities of Volunteer Management, you can set up SharePoint integration if you want to store and access files in SharePoint.
Volunteer Engagement Volunteer Management,
Power Apps portal		 Set up a blank portal. After you deploy Volunteer Engagement, you'll need to configure the portal.
Volunteer center template Microsoft 365 (SharePoint) Apply the Volunteer center site template and customize your site.
Manage volunteers template Microsoft 365 (Teams) Create a team using the Manage volunteers team template, and then add the Volunteer Management app to the Volunteer Management channel in the team.
Microsoft Community Training Microsoft Azure Microsoft Community Training requires setup in the management portal. See Microsoft Community Training installation overview and Step-by-step configuration guide.
Program impact dashboard Power BI Enable apps not listed on AppSource. To use Program impact dashboard, you'll need to connect to your data source.

Step 1: Prepare for your deployment

Some solutions have pre-deployment requirements. For each solution that you're deploying, complete the pre-deployment setup listed in the Pre-deployment requirements column of the Deployment overview table earlier in this article.

Set up a Dataverse environment

If you're deploying Fundraising and Engagement or Volunteer Management and you don't have a Microsoft Dataverse environment with a database, you'll need to create one. Although you can choose to create a Dataverse environment during the deployment process in Solution Center, we recommend that you set it up before you deploy the solution. Doing this installs prerequisite Dynamics 365 apps and components.

Note

Fundraising and Engagement and Volunteer Management currently support only English language. Be sure to create the environments with English as the default language.

  1. Sign in to Power Platform admin center.
  2. Create a Dataverse environment with a database.
  3. You can access your environment by using the following URL, https://[myenv].crm.dynamics.com, where [myenv] is the name of your environment.
  4. Complete any other pre-deployment requirements as indicated in the Deployment overview table.

Step 2: Deploy solutions

Use Solution Center to deploy solutions.

  1. Sign in to Solution Center, and then go to Solutions > Nonprofit.

  2. For each solution, you can choose Quick view to learn more about the solution, dependencies required to deploy it, and get links to more information.

  3. Choose the solutions that you want to deploy.

    • For solutions that have the Go to setup option, you’ll be taken to a page to set up the solution.
    • For solutions that have the Add option, Solution Center will guide you through the deployment process and the solution will be deployed in the background.

To learn more, see Use Microsoft Cloud Solution Center.

Step 3: Complete post-deployment configuration

Some solutions require configuration after deployment and some solutions have optional capabilities that you can set up after deployment.

For each solution that you deployed, complete the configuration tasks listed in the Post-deployment configuration column of the Deployment overview table earlier in this article.

Step 4: Add users and assign security roles

Note

Complete this step if you deployed Fundraising and Engagement, Volunteer Management, or Constituent marketing journeys.

To access Fundraising and Engagement, Volunteer Management, and Constituent marketing journeys, users in your organization must be assigned the appropriate security roles.

  1. Sign in to Power Platform admin center.

  2. Click your environment name to select it, and then under Users, choose See all.

  3. On the Users page, add users to your environment and assign them to the security roles for the solutions you deployed, as listed in the following articles:

To learn more, see Add users to an environment.