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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Getting started with Volunteer Engagement and Volunteer Management

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Posted on by 38

I am a part time volunteer for a small non-profit health clinic.  I am an IT professional, so thought I would help them to modernize some of their software and processes.  The marketing materials for the volunteer management system look to be exactly what we need, but implementation has been a nightmare so far.  Due to previous issues (a Microsoft bug) with the deployment, I am not completely convinced that my current deployments are complete and correct, but I have no way of knowing. Full disclosure: I am brand new to the whole M365 environment, administration, dynamics, portals, the whole works.

I created a specific environment where I deployed the Volunteer Management (VM) and  Volunteer Engagement  (VE) apps.  I can see the VM Daily Dashboard (which is empty because i haven't created anything yet).  Portal management shows two websites.  The first has the primary domain xxxx.powerappsportals.com which I specified during install.  There are a handful of Contoso sample/default pages in that site, nothing specific to volunteering.  The second has a made up primary domain name with "dev1" in the URL.  It has some extra volunteer-specific pages, but the URL doesn't work, results in an error when I try to go there.

We have a web developer who is working to publish the web site (on Wordpress).  I am planning to have him publish a link for people to use to get into the volunteer system and review opportunities, register, etc.  But so far I can't figure out what that link would be.  I want to use (test) the system as though I were a registering volunteer, but I can't figure out where to do that.

Also, does anyone have links to any good, thorough documentation for VE/VM?  In my professional career over the past 2 years I have transitioned to being a Power BI developer, and the amount of Microsoft and third-party documentation is immense.  I can barely find anything for the VE/VM.

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  • Suggested answer
    Believer Profile Picture
    38 on at

    Well I solved one of my problems... under Portal Details / Update Portal Binding I changed "Select Website Record" to the site that had the better looking pages and voila!!  Now when I go to the URL I get something that's starting to look like a volunteer system.

    I'm leaving this post open in the hopes someone can shed some more light on things like better documentation and resources... :)

  • TrishW. Profile Picture
    2 on at
    Hello! I

    have had the same issue; I have had many troubles and yet cannot find relevant information on how to solve my problems. I have been able to work through many, however, currently I cannot get the opportunities I place in VM to show up in VE. Data I enter in VE will however show up in VM. I have been going in circles trying to figure what the problem is.

    I also see two flows that were downloaded with the solutions, yet I can't fix one of them because it says the template is missing. I hunted down the template to no avail. I am not even sure that flow is something I need or not. It's so frustrating.

    Anyway, if you see this, I am hoping you can share some tips. Thank you!
  • CU28090728-0 Profile Picture
    2 on at

    There isn't any terrible platform to get start to do volunteer work. It has been two months of tedious work all day night and still can not set up anything. Also smashing AI like it is gonna save you from anything it just makes it worse. since it is volunteer work it is a half ass done work. They could just put the tittles of the things that volunteer management use it would be much easier for you to make it by yourself. Some half brain did some work and everyone is trying to figure out the crop.

    like here a thing for you. 
    Error: { "engagements": [ Liquid error: Exception has been thrown by the target of an invocation. ] }

    this is what you get when you add a new language. So Ishould do coding, but hey it doesnt let you to touch anything. What the hell. Thoring towell

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