I'm wondering if a guide exists for the NPA. I'm not sure if I deployed it correctly or to its fullest potential. For example, I imported data for individual donations but had to chop a lot of useful data because there was not a correlating field. I noticed many suggestions to hire a consultant to deploy, configure, and customize it but we simply do not have the funds.
Does anyone know of resources, or pro bono consultants who could assist so that we get the most usefulness out of this gem of an offer?
Michael - please post back if you ever find such a guide. I've been struggling with NPA for over 2 years now. As you likely found, the link provided in the previous reply is nothing at all like an actual guide - and thus far, I haven't found one, nor have I found anyone that really knows NPA. We've spoken with two Microsoft Dynamics Certified consultants and both recommended that we either heavily customize NPA, or scrap it and go for the non-accelerator version. (And we also had to lose a lot of valuable donor data when we converted over from Salesforce.)
For your question: I imported data for individual donations but had to chop a lot of useful data because there was not a correlating field.
--The correlating field here is?
--Is this field located on the donation entity? or other entities?
--Could you provide some screenshots about it?
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