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microsoft / Industry-Accelerator-Nonprofit

The accelerator enables development to build nonprofit solutions by leveraging the Microsoft Business Applications, Modern Workplace, Azure, and Intelligence Platforms. The Nonprofit Accelerator is built on the Common Data Model for Nonprofits that spans across constituent management, fundraising, program design, operations, and impact delivery.
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soft credit support #13

Closed sleclair closed 4 years ago

sleclair commented 4 years ago

We are evaluating a move from eTapestry to a D365 solution for our non-profit. We have installed the nonprofit accelerator v2 and are trying to determine how this accelerator will help us record soft credit relationships.

See this link for a review of how it is handled in the salesforce powerofus hub for a discussion of what soft credits are: http://powerofus.force.com/s/article/NPSP-Soft-Credits-Overview

When I search the non profit accelerator for soft credit, I get a few search results, here is one: https://github.com/microsoft/Industry-Accelerator-Nonprofit/blob/33e6ecccbe3a2b3d5a5add7ba89c717f9cb1774d/CDS.solutions/NonprofitCore/Extracts/Base/Entities/msnfp_CreditRecipient/Entity.xml that has a field labeled Soft Credit Reason

But I can't find this field in the existing nonprofit UI. I've looked on the Admin Designation page and the Transaction / Designated Credit tab and found no reference to Soft Credit.

Can someone explain how to record a soft credit? Also, how would we pull up soft credit reports?

Thanks...Steve System Architect Mental Health Center of Denver

maryambaig commented 4 years ago

This is done through Fundraising > credit plan. Please see the link for data model https://community.dynamics.com/365/b/dynamics365isvsuccess/posts/a-first-look-at-the-dynamics-365-nonprofit-accelerator

sleclair commented 4 years ago

Hi maryambaig, Thanks for your quick response, I see the credit plan entity and attribute on the er diagram.

I've poked around the UI provided in the nonprofit accelerator and not found a way to bring up a credit plan. Perhaps it is simple and I'm just missing the UI workflow?

Thanks for any further insights...Steve

sleclair commented 4 years ago

Hi, We were able to work through the NFP v2 UI to get access to a Credit Plan, however, it wasn't straightforward at all. In our implementation, we'll add Credit Plan to the left nav to make creation and assignment much easier.

In the ER diagram mentioned above it states: "Credit Plans may be attached to an Account, Campaign, Opportunity, Donor Commitment or Payment Schedule". I'm not sure that this statement is true as the accelerator in this repository is configured. We couldn't attache a Credit Plan to an Account for instance.