Dynamics Community Forum Thread Details

Non-Profit Accelerator - Contact in Household and Corporate Account

Hi,

In the NFPA, there is a new account type for Households that we would like to take advantage of. Our problem, if you could call it that, is that many of our large donors are both personally and professionally associated with us. They may be the primary contact for an organization, and we would want them associated with a household so that we can customize salutations, preferences, and other NFPA-specific entities that let us contact, invite, and thank both adult partners in the Household. Do we have to break the 1:N Contact-Account rule, or is there a way a person can belong to both types of accounts?

An example of our problem might be this:Brett Law is president of Brett Inc., we soft-credit gifts from Brett Inc. account to him. Brett and his partner also give to us personally. When we invite him to our major donors event, we need to be able to to know that we should talk to Brett as president of Brett Inc., and be able to talk separately to his partner and him about their personal giving. Its tough to roll up all of that information and then collate out the duplicates. Does anyone have a solution to this that doesn't break the standard entity structure?

We have kind of continually struggled with this idea that a contact may work with us in both a professional and a personal capacity. It doesn't make sense to have two contacts, but it doesn't make sense to have one account. How does everyone else handle this?

Thanks,

Brett

Hi BrettL,

My opinion is:

1. Brett Law and partners are the contact records. You are a D365 user.

Create a manual N: N relationship between contacts and users, and manually create an intersect entity "personal giving".

In this way, you will see a sub-grid of all personal giving on the contact form and a sub-grid of all personal giving on the user form.

The creation of each "personal giving" entity record is the creation of a donation.

You can add custom fields for "personal giving" entity, such as donation details.

To count donations received from Brett Law and partners, just count the sum of all entity "personal giving".

Please refer to this blog on how to create a manual N: N relationship: https://carldesouza.com/understanding-intersect-entities-and-nn-relationships-in-dynamics-365/

2. We use the default primary contact and account relationship between Brett Law and Brett Inc.

Then create a manual N: N relationship between the account and the user, and manually create an intersect entity to count the gifts given to Brett Law.

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