The Dynamics 365 Nonprofit Accelerator

This accelerator was announced at the initial Microsoft CXO Summit in April 2018 and released in November 2018 at the NetHope Global Summit. The initial release includes these features:

  • Extension of the Common Data Model (CDM) to include concepts for managing constituents, raising funds, grants/awards, program delivery, and tracking impact, including entity definitions and relationships.

  • Individual, Household and Organization customer-engagement forms that you can enhance or use out of the box.

  • A sample app for managing constituents that demonstrates some possibilities of the Unified Interface.

  • Support for building canvas and model-driven apps in PowerApps.

  • Support for extending the model with custom entities, forms, and relationships that meet your nonprofit needs.

  • Support for analytics.

  • A solution that's based on Common Data Service and that you can install from AppSource.

  • Documentation that helps you adopt the accelerator.

Latest news

Sitemap extensions

With the Nonprofit Accelerator plugged in to the Dynamics 365 platform, you can optimize individual aspects of nonprofit business processes, including raising funds, managing grants and awards, program delivery, and tracking impact. You can also leverage the entire constituent-engagement solution within Dynamics 365.

This accelerator adds a nonprofit layer to the rich feature set of the base Dynamics 365 functionality by adding nonprofit entities to record detailed constituent profiles for individuals, households, and organizations. The current data model supports end-to-end fundraising, grants/awards lifecycles, standards-based program delivery, and impact tracking based on the IATI standard.

Entities and workflows

These entities are built in to the Nonprofit Accelerator (*New with version 2.0 - released March 2019):

Constituent Fundraising Grants/Awards Program Delivery & Impact Tracking Optional IATI Add-On
Account Lead Lead Objective Condition
Contact Opportunity Opportunity Delivery Framework Participating Org
Address Campaign Campaign Budget Location
Connection Designation OFAC Match Result Delivery Framework Contact
Salutation Designation Plan Docket Indicator Identifier
Employment Credit Plan Recommendation Indicator Value Delivery Framework Description
Education Credit Recipient Request Recipient Country
Preference Designated Credit Report Recipient Region
Volunteers* Donor Commitment Award Sector
Membership* Planned Giving Award Version Expenditure
Connection* Payment Schedule Review Humanitarian Scope
Connection Role* Payment Asset Disbursement Policy Marker
Transaction Objective Result Reference
Payment Method Delivery Framework Indicator Reference
Payment Processor Budget Indicator Value Location
Disbursement Distribution Dimension
Narrative Translation
Non-Embedded Codelist
Non-Embedded Codelist Vocabulary
Document Link
Document Category
Document Language
Document Country
Tag

Forms and dashboards

The Nonprofit Accelerator combines standard Dynamics 365 entities with entities that are customized specifically for nonprofit use cases to help you build nonprofit industry solutions. This section provides examples of the forms and dashboards that demonstrate the entities in the Dynamics 365 Nonprofit Common Data Model.

Constituent management

Complete constituent profiles for individuals, households, and organizations, including biographical details, communication methods, preferences, relationships, salutations, employment and education history, donations, and grants/awards.

Donor

Donation management

The sample dashboard for donations includes gift acknowledgement, tracking of individual and organizational pledges and gifts, one-time and recurring gifts, gifts in kind, and grant disbursements.

Household Commitments

Indicators and indicator values

Program Delivery & Results entity that details what will be measured to track evidence of impact and qualitative or quantitative measurements of evidence of impact.

Indicators

Volunteer preferences, skills, and availability

Track volunteer preferences, skills, and availability, and establish Volunteer Projects that leverage Dynamics 365 Project Service Automation.

Volunteers

Membership

Establish membership levels in the Membership Category entity, and link constituents to those categories in the Membership entity so that your organization can create and track membership over time.

Membership

IATI (optional add-on)

IATI is a global campaign to more transparently track how aid money is spent. The initiative is designed to ensure that aid money reaches its intended recipients, reduce poverty, and improve standards of living worldwide. Nonprofit organizations can record their fundraising and program-based activities according to the IATI Organizational and Activity Standards.

IATI

Model-driven apps

Version 2.0 introduces model-driven apps for managing constituents, fundraising, awards, delivery frameworks, volunteers, and administration.

Model Driven Apps

More resources

  • Download the Dynamics 365 Nonprofit Accelerator from AppSource.

  • The nonprofit Common Data Model, solutions, data samples, Power BI examples, SDK extensions, and more are provided as part of the open-source creative license available on GitHub.

  • First look at the Nonprofit Accelerator.

  • Additional topics about the accelerators.