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Dynamics 365 Nonprofit Accelerator
Deployment Guide
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Microsoft Dynamics 365 Nonprofit Accelerator Deployment Guide

Dynamics 365 Nonprofit Accelerator Deployment Guide
Published: December 2020 Accelerator Release Version: v3.0
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Contents
Nomenclature Update .................................................................................................................................................... 3
Important Upgrade Considerations (for versions prior to 2.3) ....................................................................... 3
Import solutions to CDS ................................................................................................................................................ 5
Manual Install ................................................................................................................................................................ 5
Importing Sample Data .................................................................................................................................................. 9
Sample Data Packages to Import .......................................................................................................................... 9
Step by step to import packages ....................................................................................................................... 10
Create Trial Environment ............................................................................................................................................ 13
Create Dynamics 365 Company .......................................................................................................................... 13
Import solution to Dynamics 365 ....................................................................................................................... 17
Create new user in Dynamics 365 ...................................................................................................................... 21
Common Data Model Folder Setup Instructions .............................................................................................. 23
Prerequisites ............................................................................................................................................................... 23
Create Azure Data Lake Storage Gen2 Storage Account .......................................................................... 23
Grant the Power BI Service a Reader Role ...................................................................................................... 28
Identify Power BI Service Ids ................................................................................................................................ 30
Create a file system for the CDM data ............................................................................................................. 31
Initial Setup ............................................................................................................................................................ 31
Blob Security Setup ............................................................................................................................................. 34
Folder Setup ........................................................................................................................................................... 37
Additional Instructions ........................................................................................................................................... 39
Identify your Power BI tenant .......................................................................................................................... 39
FAQ ..................................................................................................................................................................................... 41
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Nomenclature Update
Please note that the follow names have been updated and changed (More Information):
Legacy term
Current term
Entity, entities
Table, tables
Field, fields, Attribute, attributes
Column, columns Record, records
Row, rows
Option set, multi select option sets Picklist, picklists
Choice, choices Two Options
Yes/No
Important Upgrade Considerations
Please review the following upgrade considerations to see if any apply to your upgrade scenario.
Upgrading from Dynamics 365 IATI
Version 3.0 of the Nonprofit Accelerator introduced a new solution that is a re-packaging of the Dynamics 365 IATI solution. This new Nonprofit IATI solution no longer depends on the Dynamics 365 Sales. It is important to note that this new version of Nonprofit IATI does not add any additional functionality and it is not compatible with the older version of Dynamics 365 IATI solution due to the removal of the dependencies.
Upgrading from versions prior to 2.3
The Nonprofit Accelerator was enhanced in version 2.3 to separate out the sample model-driven apps into a separate solution package from the Core to allow Partners to develop without dependency on Sample Apps. For those that use one or more Sample Apps prior to 2.3, removing Sample Apps from the Core will introduce complexities when Partners and Orgs upgrade the NFP Accelerator solutions from versions prior to 2.3. Prior to 2.3.3.0, the architecture was structured where all Sample Apps were dependent on the Core which contains the tables used in the Sample Apps. In other words, all tables and apps were in the same Solution (Core). The new architecture is shown below:
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Dynamics 365 Nonprofit Accelerator v3.0 Solution Dependencies
Upgrade Process
The upgrade to v2.3.3.0 decoupled the Sample Apps from the Core. Failing to follow the steps below will delete all sample apps. The new Sample Apps solution solely contains the Sample Apps. This solution must be created and installed first because when the new Core is upgraded it will delete the Sample Apps. The upgrade process is:
1) Install Sample App Base solution
2) Upgrade Core to current version
3) Upgrade Sample App solution to current version
New Installs of NFP Core
New installations of the Nonprofit Core no longer require the installation of the Sample Apps. In scenarios when they are not needed. If, however an organization plans to install any additional solutions beyond the Core (shown above) they must install the Core Sample Apps to provide the base dependencies required by Sample Apps in other solutions.
Removal of Sample Apps
To remove the sample apps in an upgrade scenario, install the core without install the sample app base solution and the sample apps will be removed.
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Import solutions to CDS
There are three different ways to install the Nonprofit Accelerator. Installs can be done using AppSource, manually, or using the admin tool package deployer.
• AppSource will provide you with the simplest install experience and will provide you with
notifications of updates, and an integrated upgrade path.
• Manual installs are more involved and allow a level of control that may not be found in
AppSource installs.
• Package deployer installs should only be executed by admins who have specific purpose
in mind for using the package deployer. This install method is outlined in the Nonprofit Accelerator Admin Guide.
Manual Install
1. https://github.com/microsoft/Industry-Accelerator-Nonprofit/. Navigate to releases.
Download Common Data Model for Nonprofits Core solutions.
2. Go to your organization’s Dynamics 365 Customer Engagement portal (e.g.
https://organizationid.crm.dynamics.com).
3. Click the Settings (Gear) button and then Advanced Settings
4. Click the arrow to the right of Settings
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5. Click Solutions.
6. Click Import.
7. If this is a new install, browse to the Common Data Model for Nonprofits Core and
then click Next. If this is an upgrade, you will want to follow the steps to upgrade the core.
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8. Click Import.
9. Wait until the process completes.
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10. Click Publish All Customizations.
11. Optionally, repeat steps 6 to 10 for the Common Data Model Nonprofit Sample Apps
if you want sample apps and any other solutions you want to install.
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Importing Sample Data
This explains how to import data to Dynamics 365 using the “Data Migration Utility”, which should be downloaded before starting the import process.
To download the tool, please refer to the following link:
https://www.nuget.org/packages/Microsoft.CrmSdk.XrmTooling.ConfigurationMigration.Wpf
To run the tool, once downloaded, extract the files and double click on the application named “DataMigrationUtility.exe”.
Sample Data Packages to Import
The Microsoft Dynamics 365 Nonprofit Accelerator contains multiples solutions that could be use based on the customer needs. Each solution can be installed to provide more functionalities to the system. Next, we are providing a list of the solutions and the data package needed to test or review each solution functionalities.
Nonprofit Core Solution
The following packages should be imported in order for the Nonprofit Core Solution:
1. NonprofitAccelerator_NonprofitCore_DataPackage_3_0_3_0
IATI Solution
The following packages should be imported in order for the IATI Solution:
1. NonprofitAccelerator_MicrosoftDynamics365_IATI_DataPackage_3_0_3_0
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Step by step to import packages
The following steps explains how to install the sample data package for any solution:
1. Download and save the data package.
2. Open the “Data Migration Utility”, select “Import data” and press “Continue”.
3. Provide the user and password for the environment that you want to import the data and
press “Login”. Note that you may need to change the “Deployment Type” and “Online Region” based on the environment that you are using.
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4. Once authenticated, click on the search button to search for the sample data package.
5. A search window will appear. Locate and select the previously downloaded data package
and press “Import Data” to begin the import process.
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6. After the process is complete, a message will be display in the system notifying “The
import to CRM is complete”.
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Create Trial Environment
This section provides guidance on how to create a Dynamics 365 Environment with the Microsoft Nonprofit Accelerator.
Create Dynamics 365 Company
1. Access this website from https://trials.dynamics.com/
2. Scroll down to the end of the page and click Sign up here.
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3. Click No, continue signing up.
4. Complete all fields and click Next
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5. Complete the fields to create a new ID and password to sign in and then click Create my
account.
6. When finished, click Set up.
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