Fundraising & Engagement
42 TopicsEM+S E3 50 Seat Legacy donation - some customers being charged - why?
Hi, Bit of a niche question and probably only relates to non-profit customers who subscribed to this prior to September 2019. I know that back in September 2019 it was announced that the non-profit donation of 50-seat Microsoft 365 Enterprise Mobility + Security E3 was being discontinued for new customers, but Microsoft said then that customers who had already procured these donated subscriptions could keep them in perpetuity as a legacy donation. A couple of our clients have received renewal invoices for this product but with the non-profit staff pricing rather than the donation pricing. Of customers who have had a renewal recently, only 2 have been charged with others still receiving the donation. These are all Direct Bill customers. I know that the Office365 E2 Grant is being discontinued from October renewals but have not seen anything similar for the EM+S E3 donation. Have I missed something? Has anyone else experienced similar? I have reached out with a service request but the suggested explanation was way off the mark, saying that it was due to changing from monthly to annual billing, which wasn't the case, as shown by the previous year's zero annual invoice. Appreciate your input. Thanks, Colin6.9KViews2likes14CommentsStripe integration
Edit: this has now been resolved in the latest version of F&E (dated April 2024) that now uses Stripe client-side tokenization. We have it working as expected in a test environment. Hi all We are in the process of linking F&E to Stripe (test mode for now) to take credit card transactions. In the Payment Processor I have set the Stripe Service Key field to the Stripe Publishable Key value. The API Key field has been set to the Stripe Secret Key value. This is not well documented, but @chrisw_tes advised this was working correctly for them in another post in this forum. These API credentials have been transferred into Azure as per the documentation. When I add a Stripe test credit card to a transaction (stage 1), it completes successfully and I can see a token has been returned in the Stripe logging. When I process the transaction (stage 2), if fails with "Unsuccessful response from Stripe - secret_key_required". I can see a similar error in the Stripe logging - suggesting a publishable API key has been used instead of a secret key, incorrectly. But the POST did include the token created in stage 1. So I tried setting both values in the Payment Processor to the secret key - but then the addition of the credit card (stage 1) fails, suggesting that "sending credit card numbers directly to the Stripe API is generally unsafe". Please can anyone offer some advice here - is F&E using the wrong key in stage 2 and this is a bug? Or have I made a mistake in the config somewhere? Many Thanks! Added a couple of members who have commented on Stripe in this forum: BobKanzler jjbh_ as they might well have some further insight! Thanks!Solved1.6KViews1like6CommentsStripe Payment processor
Hi - I'm not having any luck setting up the Stripe Payment Processor in Fundraising and Engagement. It asks for a Stripe Service Key and an API key. There are not many instructions. I tried using the public key as the "Stripe Service Key" and the secret key as the API key (and the other way around too. Neither works. Has anyone set this up successfully? Can you share the setup steps and which keys to use where? Thanks!1.4KViews1like3CommentsIs there a tool/utility available to migrate data from Raisers Edge to Fundraising and Engagement
How do yo migrate data from Raisers Edge to Fundraising and Engagement ? I assume this is something that will be required by many organisations so does not make sense for each organisation to reinvent the wheel. Marc1.4KViews0likes3CommentsPreference Categories: Seeking Documentation
Hello All, I'm setting up my configurations and am having trouble understanding where the Preference Categories show up on records and how to retrieve/utilize what I enter into the configuration area. Could someone please share documentation on how that is used once it's configured?1.2KViews0likes8CommentsStripe "process payment unsafely" when processing credit card transactions
Hello all, For one of our clients, we have to turn on "process payment unsafely" in Stripe to avoid below error. I am wondering if anyone else has come across this issue before and how they managed to fix it. Also, I'm curious about any tips on reassuring the client that the payment process from MSFT is secure. Any insights would be greatly appreciated!1.1KViews0likes2CommentsFundraising and Engagement deployment architecture
We have a client who is seeking clarity on the underlying architecture that is created when you deploy the Fundraising and Engagement Azure Services from Solution Center. Microsoft Cloud Solution Center Any help with the following client questions would be appreciated. Does the deployment of Fundraising and Engagement Azure Services follow the CAF hub and spoke network model? Can we please see a network architecture drawing for the output of the Fundraising and Engagement Azure Services Deployment (example, hub and spoke with vnets attached, etc) How many vnets will be deployed in this process? Will any NSG’s be deployed? What Security services will be deployed, i.e. WAF, App gateways, firewalls, etc? What compute services will be deployed, i.e. servers, database servers, bastion, etc.? Can we get a full list of all compute servers/services that will be deployed? Will any load balancers or other network traffic management services get deployed? Can we patch the OS’s of servers with Microsoft monthly security patches? Can we backup the servers using Azure backup? What level of redundancy is used in the Fundraising and Engagement Azure Services deployment, i.e. regions, zones, etc? How do the F&E Fundraising and Engagement Azure Services and non-compute services get patched or upgraded? Is it redeploying the ARM templates? Is end point protection (i.e. Anti virus) supported on the SQL servers created in the Fundraising and Engagement Azure Services deployment? We have reviewed all the documentation available on Learn and on Github, and the answers to the above questions are not available. The information on Github is fairly outdated for a release from 2022, while the most current release is from March 2023, and does not offer the type of documentation we are looking for. Thank you!1.1KViews1like0CommentsF&E Lifetime Giving Calculation
Hello! Is there a way we can trigger manually the call of the YearlyGivingFromEntity Azure Function instead of creating a transaction? The function was in a failed state when some transactions were uploaded. I updated it and it is running perfect now but I would like to get the contact yearly information updated. Any help is highly appreciated!848Views0likes1CommentHow are other folks handling direct mail lists, specifically deduping households and salutations?
I'm curious how other F&E customers approach generating direct mail lists. Some of the issues at play: Multiple household members > 1 piece of mail If we build a report or marketing list around Contacts, each household member will appear as a row in the list and will need to be deduped at some point to ensure the same family doesn't receive multiple mailings. If we build a report around Accounts, that will only include Contacts with a household account specified. Is anyone taking the NPSP approach and auto-creating household Accounts for *every* contact, regardless of the number of household members? Or instead running multiple queries to build lists around Contacts without households, then Contacts with households? Or perhaps if Contacts have a related Household, only include them if they are marked as the "Primary Household Member" in the "Household Relationship" field? If creating Households for everyone, I assume also building automation to update address values in some capacity across records? Household greetings/salutation Who's using these? Did you build out significant automation to generate and update the fields? It seems... tricky to automate all the permutations (Contact record deleted or moved to another Household, how to manage order of the names, etc). But manual seems problematic as well... Have you taken a totally different approach to generating salutations?Solved