Dynamics Community Forum Thread Details

Fundraising and Engagement - After Upgrade Gift Type field has disappeared

Upgraded the Fundraising and Engagement 'app' through Power Platform apps.

The 'Gift Type' field has disappeared from the Add Gift screen. Cannot now do any credit card processing.

How do I fix this?

Categories:

Hello SeanDonovan,

Troubleshooting the Missing "Gift Type" Field in Dynamics 365 Fundraising and Engagement

Understanding the Issue:
The disappearance of the "Gift Type" field after an upgrade can be due to several reasons

Customization Overwrites:

If custom modifications were made to the "Add Gift" form or the underlying entities, the upgrade might have overwritten these changes.

Solution Configuration Issues:

Incorrect configurations or missing components in the solution might affect the form's layout and field visibility.

Security Roles and Permissions:

Insufficient permissions for the user role could restrict access to certain fields or forms.

Browser Cache and Caching Issues:

Clearing the browser cache and hard refreshing the page can sometimes resolve unexpected UI issues.

Troubleshooting Steps

Check Customizations

Review any custom forms, scripts, or plugins related to the "Add Gift" form.
Ensure that the custom modifications are compatible with the latest version of the solution.
Consider reverting to a known good configuration or reapplying customizations after the upgrade.

Verify Solution Components

Double-check the solution components to ensure that all necessary components are installed and activated.
Look for any missing or corrupted components that might be affecting the form's layout.

Review Security Roles and Permissions

Ensure that the user role has the necessary permissions to access and modify the "Gift Type" field.
Check if any security roles have been inadvertently modified or removed during the upgrade.

Clear Browser Cache and Hard Refresh

Clear your browser's cache and cookies.
Try opening the "Add Gift" form in a different browser or in InPrivate/Incognito mode.

Consult Microsoft Support

If the above steps don't resolve the issue, consider contacting Microsoft Support for further assistance. They can provide specific guidance based on your organization's setup and the nature of the problem.

If you have access to the solution's source code or configuration files, you can also inspect the customizations and look for any errors or inconsistencies that might be causing the issue.

By following these steps and considering the potential causes, you should be able to identify and resolve the problem with the missing "Gift Type" field.

Additional Tips
Create a Support Ticket: Open a support ticket with Microsoft to get official assistance.
Check for Known Issues: Look for any known issues or bug fixes related to the latest version of Fundraising and Engagement.
Rollback the Upgrade (if possible): If the issue is critical, consider rolling back the upgrade to a previous version as a temporary solution.
Please provide more details about your specific setup and the exact error messages you're encountering for more tailored advice.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me.

My response was crafted with AI assistance, tailored to provide detailed and actionable guidance for your Microsoft Dynamics query.

Best Regards,
Daivat Vartak

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