Connecting Microsoft Dynamics to Fundraise Up

We are preparing to make the Microsoft Dynamics integration available in beta. If this has been discussed with your success manager previously, or you do so now, we will ensure you get notice when beta access is available.

Review your Microsoft Dynamics environment

To start, we recommend logging in to your Microsoft Dynamics account, and taking the following steps:

  • Please verify that the Dynamics 365 nonprofit accelerator is installed in the environment you would like Fundraise Up to write records into.
    • Fundraising and Engagement is not required at this time, but can be a useful extension of the tools provided by Dynamics and the nonprofit accelerator out of the box.
  • Once you've done so, copy the base URL (ex: https://example.crm.dynamics.com) of that specific environment, as you will need this later. 

Connect the Integration

Once you've got the URL, go ahead and log in to your Fundraise Up account to set up the Integration.

In the Fundraise Up dashboard, click on your organization's name in the top bar, then click Settings.

From the left-hand menu of Settings, click Integrations to be taken to a list of the connected Integrations for your organization's account and a button allowing you to add integrations. 

To continue, click the Add Integration button, then click Microsoft Dynamics from the list.

This will take you to a screen describing the requirements of the Integration, and what it can do when connected.

To establish the connection as described, click the Connect Microsoft Dynamics button, then enter the URL of your Microsoft Dynamics environment, and click the Connect button.

Now that you've got the Microsoft Dynamics Integration connected, please feel free to review our Customizing the Microsoft Dynamics Integration article for further guidance and instructions on setting up the automatic syncing of donations.