Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics 365 | Integration, Dataverse...
Unanswered

Fundraising and Engagement

(0) ShareShare
ReportReport
Posted on by 5

Hello everyone,

I am using Fundraising and Engagement.

I added another payment type (gift type) to option list payment type (ie etransfer) as this option is not default.

I cannot see this option when a new transaction is created.  What  i have notices is that in configuration record in gift type setup you can switch on/off payment type for the drop down list transaction.  How do we bypass this setup so we can see new added option list?

  • Charity Man Profile Picture
    5 on at
    RE: Fundraising and Engagement

    Hello Leah,

    I looked at this link but it does not talk about adding more option to the gift type drop down.

  • Community Member Profile Picture
    on at
    RE: Fundraising and Engagement

    Hi Charity,

    Maybe you can refer following link:

    https://docs.microsoft.com/en-us/dynamics365/industry/nonprofit/fundraising-engagement-gifts-transactions#gift-entry 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

🌸 Community Spring Festival 2025 Challenge 🌸

WIN Power Platform Community Conference 2025 tickets!

Jonas ”Jones” Melgaard – Community Spotlight

We are honored to recognize Jonas "Jones" Melgaard as our April 2025…

Kudos to the March Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 294,145 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 232,896 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,158 Moderator

Leaderboard

Product updates

Dynamics 365 release plans