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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Integration of Donatio...
Finance | Project Operations, Human Resources, ...
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Integration of Donations Income from CRM System to Fin Ops and creation of a journal

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Posted on by KayDee 25

Hi guys

We are looking for an elegant solution to interface Donations from the CRM System into Fin Ops. The GL journal needs to be posted at an aggregated level (Business Unit, Department, Location, Program, Account code) and not at an individual donation level.

Power automate seems like a clunky solution because we would have to create a file/extract first that would then feed into the Power Automate process.

Dual Write has been discussed but unclear if it will work as we don't have the Customer Field in Fin Ops.

What do people suggest as alternatives? all ideas are good ideas at this stage.

thanks

Keith

I have the same question (0)
  • JamesT Profile Picture
    JamesT 341 on at

    Curious - are you using the Microsoft nonprofit accelerator (learn.microsoft.com/.../nfp) or have you developed something yourself?

  • KayDee Profile Picture
    KayDee 25 on at

    Good question - and Yes - we are using the NFP accelerator.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,075 Super User 2025 Season 2 on at

    Hi Keith,

    Is your question about the posting or also aggregating the details in the journal lines itself already? When ledger account, dimensions, date, and transaction text are the same, the accounting entries can be posted as a summary.

    Do you need to have the journal lines summarized already?

  • KayDee Profile Picture
    KayDee 25 on at

    Hello Andre. Thanks for getting back to me. And yes, this is a question about both aggregation and posting, we would like to do both as part of the integration process.

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