Dynamics 365 Nonprofit Accelerator v3.0 Release Notes Published: December 2020 Accelerator Release Version: v3.0 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes Document Purpose This document details the enhancements and scope delivered as part of Microsoft Tech for Social Impact's December 2020 (v3.0) release of the Microsoft Dynamics 365 Nonprofit Accelerator ("Accelerator"). Capabilities Included in this December 2020 release: 1. Volunteer Management data schema extensions 2. Assessment Management data schema extensions, sample application, and related sample data 3. Frontline Humanitarian Logistics data schema extensions and related sample data 4. Frontline Humanitarian Logistics Mapping Guide for Nonprofits 5. Architectural enhancements to scale and simplify the solution foundation and dependent platform capabilities included in the Nonprofit Accelerator Value to Nonprofits Delivered in v3.0 We measure our success at Tech for Social Impact by the specific value we deliver to the nonprofit sector. Key value drivers for this December 2020 release include: Value Volunteer Management Assessment Management Description · Additional volunteer management extensions will aid partners in building affordable solutions for nonprofits at a time when recruiting and retaining critical volunteers is essential. Organizations can track and recruit for a broad range of engagement opportunities, while volunteers themselves can align their time, talents, and qualifications with available volunteer opportunities. The new volunteer data extensions remove any dependency on Dynamics Project Service Automation (PSA). Now partners can build directly on PowerApps to lower the total cost of ownership to support volunteer engagement. · Our Assessment Management CDM extensions, sample app and sample data provide partners with a foundation to enable frontline workers to accurately, consistently, rapidly and efficiently record detailed observations and answer the 2 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes Value Frontline Humanitarian Logistics Frontline Humanitarian Logistics Mapping Guide Description "who," "where," "what," "how," and "when" questions critical to delivering nimble services. · These investments allow disaster organizations to evaluate damage and assess on-the-ground needs to enable easier coordinated field response. The assessment management extensions support nonprofit program and beneficiary management and can be leveraged in tandem with the program management and case management data schema already included in the Common Data Model for Nonprofits. · Convened by NetHope, the Frontline Humanitarian Logistics (FHL) initiative produced a data standard designed to reduce the time and cost involved in implementing IT solutions within humanitarian supply chains and encourage interoperability of data, service delivery, and systems across the sector. · NetHope convened a cross-sector group of 24 collaborating academic, public, and private sector organizations which resulted in the development of a Frontline Humanitarian Logistics Data Standard. · The Frontline Humanitarian Logistics data schema in this release aligns item requests, types, and groups to the FHL Data Standard as well as to existing program delivery, donation, and constituent schema in the Common Data Model for Nonprofits to provide donors with exact information about what items are in demand, where the supplies they helped fund with their donations were delivered, and the subsequent impact made to beneficiaries. The ability to report back on donor impact is critical at this time of increased demand for transparency. · The Frontline Humanitarian Logistics Mapping Guide provides guidance to nonprofits and partners on how to put the NetHope convened and nonprofit sector-developed Frontline Humanitarian Logistics Data Standard into practice. · In conjunction with key partners, Microsoft has mapped the FHL Data Standard to the Common Data Model for Nonprofits as part of this release to support organizations who align to these valuable industry standards. 3 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes Value Architecture Enhancements Description · We continue to look for ways to scale our CDM for Nonprofits and Nonprofit Accelerator architecture for rapid adoption. · In the v3.0 release, we reduced the data schema packages and removed all Dynamics dependencies. Therefore, nonprofits will only need a Power Platform SKU to utilize the entire Nonprofit Accelerator. The new architecture gives nonprofits and partners the power to rapidly launch Power Platform applications. · We also stopped releasing the Nonprofit Accelerator CE and Nonprofit Sales packages. They are still available on GitHub in previous releases, but we will not continue to maintain or support these packages. · In addition, the IATI package was rebuilt to remove any Dynamics Sales dependencies allowing nonprofits to use IATI with Power Platform. Additional Benefits: 1. Additional Program Delivery Investments o Provide nonprofits across the globe with Volunteer Management, Assessment Management, and Frontline Humanitarian Logistics building blocks to modernize and automate program delivery and operations workstreams during a time when nonprofits are under increased pressure to deliver programs with greater efficiency. One sample app (Assessment Management) and supporting sample data New Volunteer management data schema with no PSA dependency 2. Nonprofit efficiency gains: o Help nonprofits evolve from homegrown legacy systems and spreadsheets used to manage critical areas of finance, operations, and program delivery o Automate workloads and tasks that were highly manual and duplicative in the past 3. Resource savings and data interoperability: o Save nonprofits money on overall data management costs by helping them to the leverage the Common Data Model for Nonprofits, thus ensuring that data in disparate systems is relatable and share in common a standard definition set. o Drive more trustworthy and accurate reporting, business intelligence, and data discovery by leveraging the CDM for Nonprofits to enforce standard data definitions across systems. 4. Platform acceleration to benefit partners: 4 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes o Accelerate development and sustainability of partner solutions aligned to the Common Data Model for Nonprofits and Nonprofit Accelerator in the areas of nonprofit assessment management, frontline humanitarian logistics, and further expanded volunteer management. o Increase access of Common Data Model for Nonprofits and Nonprofit Accelerator to global nonprofits of all sizes. o Streamline, simplify, and scale the existing Nonprofit Accelerator building blocks, ensuring that partners have all the tools needed to publish finished product to AppSource. 5 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes Table of Contents 1. Common Data Model Enhancements a. Volunteer Management Sample App, Portal & Sample Data b. Assessment Management Sample App & Sample Data c. Frontline Humanitarian Logistics Data Schema 2. Frontline Humanitarian Logistics Mapping Guide 3. Nonprofit Accelerator Architecture Enhancements 4. Release Assets 5. Mapping Guide 6 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes 1. COMMON DATA MODEL ENHANCEMENTS This release includes important extensions to the Common Data Model for Nonprofits in the areas of volunteer management, assessment management and frontline humanitarian logistics. New attributes and entities are detailed below, along with functional requirements, use cases, and "How to" guidance on how leverage and extend the CDM for Nonprofits data schema. A. VOLUNTEER MANAGEMENT SAMPLE DATA A priority goal of the Microsoft Dynamics 365 Nonprofit Accelerator is to aid nonprofit program staff in creating and managing a lifecycle of volunteer opportunities, tracking volunteers through every stage of their engagement and creating volunteer schedules. These extensions come at a critical time when nonprofits are relying heavily on volunteers to help serve the greater need among their beneficiaries. The Nonprofit Accelerator v3.0 release enables this through the addition of nine new volunteer-oriented entities and related attributes. Personas Served: · Volunteer Manager/Leader: these individuals are the primary liaison between the nonprofit organization and the volunteers who serve with their organization. They set up volunteer opportunities, communicate frequently with volunteers and must be able to manage multiple schedules and volunteer opportunities. · Volunteer: these individuals voluntarily offer their time, experience or knowledge for a service or undertaking and need an easy way to manage profile information, sign up for available opportunities, and provide preferences to organizations they would like to serve with. Use Cases covered in this release: We extended the Common Data Model for Nonprofits data schema to generally handle the following use cases common to most nonprofits managing volunteers: 7 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes # As a...<type of I want to...<some goal> ...so that <some reason> user> 1 Volunteer Create and maintain my profile A nonprofit can engage me based on based on my preferences, skills, the details I define location, schedule, etc. 2 Volunteer Apply for open volunteer positions I can self-select volunteer based on my preferences, skills, opportunities that match my location, schedule, etc. interest(s) 3 Volunteer Create and manage a lifecycle for My organization can manage Manager volunteer opportunities volunteers and volunteer opportunities 4 Volunteer Search for volunteers based on My organization can correctly match Manager specific criteria for volunteer volunteers with volunteer opportunities opportunities 5 Volunteer Filter specific volunteers in and/or My organization can correctly match Manager out of searches based on specific volunteers with volunteer volunteer and/or volunteer opportunities opportunity criteria 6 Volunteer Provide and track completion of Volunteers have the required skills to Manager training for volunteers fulfill volunteer opportunity requirements 7 Supervisor Easily assign case access privileges I can ensure case data is for my case managers appropriately safeguarded Key Concepts and Entities Leveraged for Volunteer Management The following are the dependent CDM for Nonprofits entities leveraged by the volunteer management sample application: # Category 1 Work Item 2 Work Item Action 3 Delivery Framework 4 Salutation Requirement An entity that tracks a logical unit of work or process of work. This entity contains the action that are taken to complete a work item. This can include information gathering, providing services, or any other action. Delivery Framework represents a management unit of work defined by the organization or entity doing the work. In IATI, the Delivery Framework is an "Activity." A Salutation represents the way a constituent wishes to be addressed, depending on the source, purpose and content of a of communication. Salutations may or may not be auto-created by workflow. 8 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes # Category 5 Preference 6 Employment History 7 Education 8 Engagement Opportunity 9 Engagement Opportunity Participation Qualification 10 Engagement Opportunity Schedule 11 Participation 12 Participation Type 13 Availability 14 Qualification 15 Qualification Type Requirement Preference represents an abundance of constituent or organization information that doesn't live cleanly on an account or contact record, or that can be associated with both an Account and a Contact. Employment History represents historical and/or current information about where a contact works, volunteers or serves in some capacity at an organization. Education references biographical information about the educational institutions a contact attended or is attending. Defines one or more opportunities to engage in an Activity. Defines optional and/or required qualifications or characteristics for participation in an engagement. Defines the schedule(s) for an Engagement Opportunity. Defines a Contact's prospective, current, or past involvement in an Activity. Defines the category of Participation. Defines a Contact's time preference and/or work time. Defines a Contact's quality or accomplishment that make them suitable for a particular role, job, or activity. Defines the category of qualification. 9 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes How to Model Volunteer Management 10 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes New Common Data Model for Nonprofits Volunteer Management attributes The following are attributes related to each of the new Volunteer Management entities added in this release 1. ENGAGEMENT OPPORTUNITY (msnfp_engagementopportunity) Schema Name msnfp_deliveryFrame workId msnfp_deliveryFrame workIdName msnfp_description msnfp_engagemento pportunityId msnfp_engagementO pportunityStatus msnfp_engagemento pportunitystatusNam e msnfp_engagementO pportunityTitle msnfp_location msnfp_maximum msnfp_minimum msnfp_number msnfp_operationId msnfp_operationIdNa me msnfp_type msnfp_typeName Display Name Delivery Framework N/A Description Engagement Opportunity Engagement Opportunity Status N/A Engagement Opportunity Title Location Maximum Minimum Number Operation N/A Type N/A Type Lookup String Memo Uniquei dentifie r Picklist Virtual String String Integer Integer Integer Lookup String Picklist Virtual Description The related Delivery Framework unique identifier. N/A The description of the Engagement Opportunity. Unique identifier for entity instances The status of the Engagement Opportunity. N/A The name of the custom entity. The location of the Engagement Opportunity. The maximum number of participants the Engagement Opportunity can support. The minimum number of participants needed for Engagement Opportunity. The number of participants needed for the Engagement Opportunity. The related operation unique identifier. N/A N/A 11 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes msnfp_workItemId Work Item msnfp_workItemIdNa N/A me Lookup String The related Work Item unique identifier. N/A 2. ENGAGEMENT OPPORTUNITY PARTICIPATION QUALIFICATIONS (msnfp_engagementopporutnitypart) Schema Name msnfp_description Display Name Description Type Memo msnfp_engagementOpportunityId Engagement Lookup Opportunity msnfp_engagementOpportunityIdN ame msnfp_engagementopportunitypart icipantqualId msnfp_engagementOpportunityPart icipantQuaTitle msnfp_isRequired N/A Engagement Opportunity Participant Qualification Engagement Opportunity Participant Qualification Is Required String Uniqueide ntifier String Boolean msnfp_isrequiredName msnfp_maximum N/A Maximum Virtual Integer msnfp_minimum Minimum Integer Description The description for the Engagement Opportunity Participant Qualification. The unique identifier for the related Engagement Opportunity. N/A Unique identifier for entity instances The name of the custom entity. Indicates if the qualification is required for participation. N/A The maximum number of participants needed with the participant qualification. The minimum number of participants needed 12 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes msnfp_number msnfp_proficiency msnfp_proficiencyName msnfp_qualificationTypeId msnfp_qualificationTypeIdName msnfp_type msnfp_typeName Number Integer Proficiency Picklist N/A Virtual Qualification Lookup Type N/A Type String Picklist N/A Virtual with the participant qualification. Number number of participants needed with the participant qualification. The proficiency for the qualification. N/A The unique identifier for the related Qualification Type. N/A The type of Engagement Opportunity Participant Qualification. N/A 3. ENGAGEMENT OPPORTUNITY SCHEDULE (msnfp_engagementopportunitysche) Schema Name msnfp_effectiveFrom Display Name Effective From msnfp_effectiveTo Effective To msnfp_endPeriod End Period msnfp_engagementOp Engagement portunity Opportunity msnfp_engagementOp portunityName msnfp_engagementOp portunitySchedule msnfp_engagementop portunityscheduleId N/A Engagement Opportunity Schedule Title Engagement Opportunity Schedule Type DateTime DateTime DateTime Lookup String Description The date and time that the schedule is effective from. The date and time that the schedule is effective to. The end date and time of the schedule The related Engagement Opportunity unique identifier. N/A String The name of the custom entity. Uniqueide Unique identifier for entity ntifier instances 13 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes msnfp_hoursPerDay msnfp_startPeriod msnfp_totalHours msnfp_type msnfp_typeName msnfp_workingDays Hours per Day Start Period Total Hours Type N/A Working Days msnfp_workingdaysNa N/A me Decimal DateTime Decimal Picklist Virtual MultiSelec t OptionSet Virtual The hours per day for the Engagement Opportunity. The start date and time of the schedule. The total hours for the schedule. The type of Engagement Opportunity Schedule. N/A The number of days for the schedule. N/A 4. PARTICIPATION (msnfp_participation) Schema Name msnfp_contactId msnfp_contactIdName msnfp_contactIdYomiName msnfp_description msnfp_endDate msnfp_engagementOpportunityI d msnfp_engagementOpportunityI dName msnfp_hours msnfp_participationId msnfp_participationTitle msnfp_participationTypeId msnfp_participationTypeIdName Display Name Contact Type Lookup N/A String N/A String Description Memo End Date DateTime Engagemen t Opportunit y N/A Lookup String Hours Participatio n Participatio n Title Participatio n Type N/A Decimal Uniqueidenti fier String Lookup String Description The unique identifier of the related Contact. N/A N/A The description of the Participation. The date and time that the Participation ends. The unique identifier for the related Engagement Opportunity. N/A Hours of participation. Unique identifier for entity instances The name of the custom entity. The type of Participation. N/A 14 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes msnfp_startDate msnfp_status msnfp_statusName Start Date DateTime Participatio n Status N/A Picklist Virtual The time and date the Participation starts. The status of the Participation. N/A 5. PARTICIPATION TYPE (msnfp_participationtype) Schema Name msnfp_participationtype Id msnfp_participationTyp eTitle Display Name Participation Type Participation Type Title Type Uniqueidentif ier String Description Unique identifier for entity instances The name of the custom entity. 6. AVAILABILITY (msnfp_availability) Schema Name msnfp_availabilityId Display Name Availability msnfp_availabilityTitle Availability Title msnfp_contactId Contact msnfp_contactIdNam e msnfp_contactIdYomi Name msnfp_effectiveFrom msnfp_effectiveTo msnfp_endPeriod N/A N/A Effective From Effective To End Period msnfp_hoursPerDay msnfp_startPeriod msnfp_totalHours Hours per Day Start Period Total Hours msnfp_type msnfp_typeName Type N/A Type Uniqueidentifier String Lookup String String DateTime DateTime DateTime Decimal DateTime Decimal Picklist Virtual Description Unique identifier for entity instances The name of the custom entity. The unique identifier for the related Contact. N/A N/A The date the Availability starts. The date the Availability ends. The date the Availability period ends. Hours of availability per day. The start period of the Availability. Total number of hours of availability. The type of availability. N/A 15 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes msnfp_workingDays msnfp_workingdaysN ame Working Days N/A MultiSelect OptionSet Virtual Number of days available for participating. N/A 7. QUALIFICATION (msnfp_qualification) Schema Name msnfp_CertificationDate msnfp_contactId Display Name Certification Date Contact msnfp_contactIdName msnfp_contactIdYomiN ame msnfp_description msnfp_endDate msnfp_parentQualificati onId msnfp_parentQualificati onIdName msnfp_proficiency N/A N/A Description End Date Parent Qualification N/A Proficiency msnfp_proficiencyName N/A msnfp_qualificationId Qualification msnfp_qualificationTitle msnfp_startDate msnfp_typeId Qualification Title Start Date Type msnfp_typeIdName N/A Type DateTime Lookup String String Memo DateTime Lookup String Picklist Virtual Uniqueide ntifier String DateTime Lookup String Description The date for the certification. The unique identifier for the related Contact. N/A N/A The description of the Qualification. The end date of the qualification. The unique identifier of the parent qualification. N/A The proficiency of the Contact's Qualification. N/A Unique identifier for entity instances The name of the custom entity. The start date of the Qualification. The unique identifier for the related Qualification Type. N/A 8. QUALIFICATION TYPE (msnfp_qualificationtype) Schema Name msnfp_qualificationtype Id msnfp_qualificationTyp eTitle Display Name Qualification Type Qualification Type Title Type Uniqueidentif ier String Description Unique identifier for entity instances The name of the custom entity. 16 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes msnfp_type msnfp_typeName Type N/A Picklist Virtual The type of Qualification Type. N/A B. ASSESSMENT MANAGEMENT SAMPLE APPLICATION & SAMPLE DATA The Nonprofit Accelerator v3.0 release enables this by extending the Common Data Model for Nonprofits to enable frontline workers to accurately, consistently, rapidly and efficiently record detailed observations during an assessment. This extension can be used by nonprofits doing assessments after a natural disaster, by case managers doing assessments of beneficiaries and program managers assessing the impact of their programs. It is anchored by ten new entities and related attributes. Assessment Management use cases enabled through our Common Data Model for Nonprofits and Nonprofit Accelerator enhancements include: Personas Served: · Assessor: nonprofit frontline worker or volunteer who is responsible for describing damage, impact, or beneficiary needs on the frontline of a disaster, health and human services initiative, or nonprofit mission that often requires cross-organization collaboration. Use Cases covered in this release: # As a...<type of I want to...<some goal> ...so that <some reason> user> 1 Assessor 2 Assessor 3 Assessor Accurately, consistently, rapidly and efficiently record detailed observations during an assessment Compile, view and analyze multiple assessments Share assessments with others I can describe damage and share it with others to enable decision support and reduce redundancy Response(s) can be prioritized Response(s) can be prioritized 4 Assessor Record and share information about the "Who" in an assessment, including the responding organization and/or individual recording the assessment An accurate record of an assessment is recorded and others can trace the assessment to an organization and/or individual 5 Assessor 6 Assessor Record and share information about the "Where" in an assessment including a point, area and/or polygon Record and share information about the "When" in an assessment including a point in An accurate record of an assessment is recorded and others can trace the assessment to the correct location An accurate record of an assessment is recorded and others can trace the assessment to the correct time, as 17 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes # As a...<type of I want to...<some goal> ...so that <some reason> user> time and/or a span of time well as enable performance of (including dates and times) temporal analysis 7 Assessor Record and share information An accurate record of an assessment about the "What" in an assessment is recorded and others can validate including the operations being the result and/or others can prioritize conducted and/or an identified responses based on unmet needs and met/unmet need 8 Reviewer Have access to data and I can accurately assess damage and information in a consistent format prioritize responses Key Concepts and Entities Leveraged for Assessment Management The following are the dependent CDM for Nonprofits entities leveraged by the assessment management sample application: # Category 1 Delivery Framework 2 Report 3 Operation 4 Assessment 5 Observation 6 Observed Variable 7 Variable 8 Standard 9 Specification 10 Codelist 11 Range 12 Unit of Measure Requirement Delivery Framework represents a management unit of work defined by the organization or entity doing the work. In IATI, the Delivery Framework is an "Activity." Reports represent information submitted by an awardee to the awarding entity (i.e., a Foundation) or information submitted by an authorized awarding entity individual/entity about an awardee. Records the operation(s) being conducted by the organization(s) and/or person(s) conducting the Assessment of Observation(s). Records one or more Observations by type related to an Operation. Records one or more Variables at a point in time and geographic location. Multiple Observations may be grouped into an Assessment. Connects an Observation to one or more Variables. Defines a generally understood representation of a variable as defined by the Variable itself and/or (Recommended) one or more of the following references: Codelist, Range, Unit of Measure and/or Spec Defines a recognized standard for defining a Specification or Specifications. Defines the source of a Codelist for a Variable. Defines values of a Variable set by a Specification. Determines the minimum, maximum and target values of a Variable. Defines the unit(s) of measure of a Variable. 18 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes How to Model Assessment Management New Common Data Model for Assessment Management attributes The following are attributes related to each of the new PMPD entities added in this release 1. OPERATION (msnfp_operation): Schema Name msnfp_accountId msnfp_accountIdN ame msnfp_accountIdY omiName Display Name Account N/A N/A Type Description Lookup String N/A String N/A 19 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes msnfp_activity msnfp_activityType msnfp_activitytype Name msnfp_contactId msnfp_contactIdNa me msnfp_contactIdYo miName msnfp_deliveryFra meworkId msnfp_deliveryFra meworkIdName msnfp_group msnfp_name msnfp_operationId msnfp_operationId entifier msnfp_operationSt atus msnfp_operationst atusName msnfp_operationTy pe msnfp_operationty peName msnfp_parentOper ationId msnfp_parentOper ationIdName msnfp_project msnfp_sectorType msnfp_sectortypeN ame msnfp_subSectorTy pe Activity Activity Type N/A Contact N/A N/A Delivery Framewor k N/A Group Name Operation Operation Identifier Operation Status N/A Operation Type N/A Parent Operation N/A Project Sector N/A SubSector String Picklist Virtual Lookup String String Lookup String String String Uniqueid entifier String Picklist Virtual Picklist Virtual Lookup String String Picklist Virtual Picklist Activity/Task of operating organization within Project. N/A N/A N/A N/A The name of the custom entity. Unique identifier for entity instances This field store an auxiliary identifier. Status of Program/Project/Activity/Task. N/A They type of Operation being conducted, completed or planned to be conducted. N/A N/A Program/Project name from operating organization. Sector. N/A Sub-Sector. 20 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes msnfp_subsectorty peName msnfp_typeDescrip tion N/A Type Descriptio n Virtual Memo N/A Text description of the type of event requiring operation(s). 2. ASSESSMENT (msnfp_assessment) Schema Name msnfp_assessmentId Display Name Assessment msnfp_description msnfp_name msnfp_operationId Description Name Operation msnfp_operationIdN ame msnfp_reportId N/A Report msnfp_reportIdNam e msnfp_type msnfp_typeDescripti on msnfp_typeName N/A Type Type Description N/A Type Description Uniqueidentif ier Memo String Lookup String Unique identifier for entity instances Description of the of Assessment. The name of the custom entity. Unique identifier for entity instances N/A Lookup String Unique identifier for related report instances N/A Picklist Memo Virtual Type of Assessment. Description of the type of Observation. N/A 3. OBSERVATION (msnfp_observation) Schema Name msnfp_acco untId msnfp_acco untIdName msnfp_acco untIdYomiN ame msnfp_asses smentId Display Name Account N/A Type Looku p String N/A String Assessme Looku nt p Description The unique identifier for the related account. N/A N/A Unique identifier for related assessment. 21 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes msnfp_asses smentIdNam e msnfp_classi ficationDesc ription msnfp_classi ficationType msnfp_classi ficationtype Name msnfp_conta ctid msnfp_conta ctidName msnfp_conta ctidYomiNa me msnfp_dataC ollected msnfp_descr iption msnfp_endD ate msnfp_geoR eference msnfp_latitu de msnfp_longi tude msnfp_name msnfp_need msnfp_need Description msnfp_obser vationId msnfp_polyg on N/A Classifica tion Descripti on Classifica tion N/A Contact N/A N/A Data Collected Descripti on End Date GeoReferenc e Latitude Longitud e Name Need Need Descripti on Observati on Polygon String Memo Picklis t Virtual Looku p String String DateTi me Memo DateTi me String String String String String Memo Uniqu eident ifier String N/A The classification of the the observation. N/A The unique identifier for the related contact. N/A N/A Date the data was collected. This contains a description. The end date. Stores the Geo-Reference for the operation. The name of the custom entity. Need observed. Description of the need observed. Unique identifier for entity instances 22 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes msnfp_reach ed msnfp_reach edDescriptio n msnfp_servic e msnfp_servic eDescription msnfp_start Date msnfp_subT ype msnfp_subty peName msnfp_targe ted msnfp_targe tedDescripti on msnfp_type msnfp_type Name msnfp_unme tNeed msnfp_unme tNeedDescri ption Reached Reached Descripti on Service Service Descripti on Start Date Sub-Type N/A Targeted Targeted Descripti on Type N/A Unmet Need Unmet Need Descripti on String Memo String Memo DateTi me Picklis t Virtual String Memo Picklis t Virtual String Memo Need fulfilled by the organization. Description of the need fulfilled by the organization. the service for the operation. The description of the service. The start date. Sub type of Observation. N/A Need targeted by the organization. Description of the need targeted but not fulfilled by the organization. Type of Observation. This value determines logic of relationships to Variable. Examples may include: Need, Reached, Target, Unmet Need. N/A Need not fulfilled or targeted by the organization. Description of the need not fulfilled or targeted by the organization. 4. OBSERVED VARIABLE (msnfp_observedvariable) Schema Name msnfp_name msnfp_observedvariabl eId Display Name Name Observed Variable Type Description String The name of the custom entity. Uniqueide Unique identifier for entity ntifier instances 23 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes msnfp_relatedToObser vationId msnfp_relatedToObser vationIdName msnfp_relatedToVariab leId msnfp_relatedToVariab leIdName msnfp_value Related To Observation N/A Related To Variable N/A Value Lookup String Lookup String String Unique identifier for the Observation related to the Variable. N/A Unique identifier for the Variable related to the Observation. N/A Describes the value of the observed Variable. 5. VARIABLE (msnfp_variable) Schema Name msnfp_aggregable Display Name Aggregable msnfp_aggregableName msnfp_codelistId msnfp_codelistIdName msnfp_description msnfp_name N/A Codelist N/A Description Name msnfp_rangeId msnfp_rangeIdName msnfp_unitOfMeasureId msnfp_unitOfMeasureIdN ame msnfp_variable msnfp_variableId Range N/A Unit of Measure N/A Variable Variable Type Description Boolean Virtual Lookup String Memo String Lookup String Lookup Indicates if the Value is aggregable. N/A N/A The name of the custom entity. N/A String N/A String Uniqueidentifi Unique identifier for entity er instances 6. STANDARD (msnfp_standard) Schema Name msnfp_link msnfp_name msnfp_standardCode Display Name Link Name Standard Code Type String String Picklist Description URL of the Standard. The name of the custom entity. Code (identifier) of the Standard. 24 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes msnfp_standardcodeNa me msnfp_standardDescrip tion msnfp_standardId msnfp_standardType msnfp_standardtypeNa me N/A Description Standard Standard Type N/A Virtual Memo Uniqueidentif ier Picklist Virtual N/A Description of the Standard. Unique identifier for entity instances Type of Standard the is being defined for. N/A 7. SPECIFICATION (msnfp_specification) Schema Name msnfp_specificationDe scription msnfp_specificationId Display Name Specification Description Specification msnfp_specificationNa me msnfp_specificationTy pe msnfp_specificationty peName msnfp_standardId Name Specification Type N/A Standard msnfp_standardIdNam N/A e Type Memo Description Description of the Specification. Uniqueiden Unique identifier for entity tifier instances String The name of the Specification. Picklist Type of Specification. Virtual N/A Lookup String Unique identifier for related Standard instance. N/A 8. CODELIST (msnfp_codelist) Schema Name msnfp_code msnfp_codelistId Display Name Code Codelist msnfp_codelistType msnfp_codelisttypeN ame msnfp_name Codelist Type N/A Name Type Description String Uniqueident ifier Picklist Virtual Unique identifier for entity instances Type of codelist the vocabulary is being defined for. N/A String The name of the custom entity. 25 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes msnfp_specificationId msnfp_specificationId Name Specificati on N/A Lookup String The related specification. N/A 9. RANGE (msnfp_range) Schema Name msnfp_name msnfp_rangeId msnfp_rangeMaximu m msnfp_rangeMinimu m msnfp_rangeTarget msnfp_rangeType msnfp_rangetypeNam e Display Name Name Range Maximum Minimum Target Range Type N/A Type Description String Uniqueidentifie r String The name of the custom entity. Unique identifier for entity instances Maximum value of the Range. String Minimum value of the Range. String Picklist Virtual Target value of the Range. Type of Range. N/A 10. UNIT OF MEASURE (msnfp_unitofmeasure) Schema Name msnfp_name Display Name Name msnfp_unitOfMeasureData Type msnfp_unitofmeasuredatat ypeName msnfp_unitOfMeasureDesc ription msnfp_unitofmeasureId Unit of Measure Data Type N/A Description Unit of Measure msnfp_unitOfMeasureType msnfp_unitofmeasuretype Name msnfp_unitOfMeasureValu e Unit of Measure Type N/A Unit of Measure Value Type String Picklist Virtual Description The name of the custom entity. Data Type of Unit of Measure. N/A Memo Uniqueiden tifier Picklist Description of the Unit of Measure. Unique identifier for entity instances Type of Unit of Measure. Virtual N/A String Value of the Unit of Measure 26 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes C. FRONTLINE HUMANITARIAN LOGISTICS DATA SCHEMA Led by Oxfam, Goal, and NetHope, the Frontline Humanitarian Logistics (FHL) initiative was created to reduce the time and cost involved in implementing IT solutions within humanitarian supply chains and encourage interoperability of data, service delivery, and systems across the sector. NetHope led a cross-sector group of 24 collaborating organizations including leading technology vendors, academics, and nonprofit organization subject matter experts which resulted in the development of a Frontline Humanitarian Logistics Data Standard With this release, we are aligning item requests, types, and groups to that standard to further ease collaboration between nonprofits responding to the same crisis to ensure faster delivery of needed services. The Frontline Humanitarian Logistics Common Data Model for Nonprofits data extensions focus on data schema that can provide donors with exact information about what items are in demand, where the supplies they helped fund with their donations were delivered, and the subsequent impact made to beneficiaries. The ability for nonprofit organizations to report back on donor impact is critical at this time of increased demand for transparency. The Nonprofit Accelerator v3.0 release enables this through the addition of five new frontline humanitarian logistics-oriented entities and related attributes. Personas Served: · Humanitarian Logistician: these individuals work (often under challenging conditions) to determine and deliver on the following question: Who needs what, where, why and when? They often work with multiple nonprofit organizations, government agencies, and corporations in a coordinating role to perform tasks under tight timelines where lives can be saved or lost based on their performance and collaboration. · Donor Services: these individuals work with individual, institutional, corporate and government partners to source goods and services that are either stored until required in a humanitarian logistics event or on demand. They use tools and technology to track and report on the status of the goods and services themselves, as well as related information including but not limited to donor requirements and compliance. Use Cases covered in this release: We extended the Common Data Model for Nonprofits data schema to generally handle the following use cases common to most nonprofits managing frontline humanitarian logistics: 27 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes # As a...<type of I want to...<some goal> ...so that <some reason> user> 1 Humanitarian Create and maintain requests for I can source goods and/or services to Logistician goods and/or services based on meet humanitarian needs Assessments and Programs 2 Humanitarian Associate requests for goods I can connect requests to operations Logistician and/or services to Assessments and/or delivery initiatives for and Programs fulfillment 3 Humanitarian Create and manage types of items I can accurately describe and/or Logistician source goods and/or services as requested 4 Humanitarian Create and manage groups of I can efficiently manage goods Logistician items and/or services in logical groups or based on bundling 5 Donor Services Accept items from donors I can track the goods and/or services offered by donors 6 Donor Services 7 Donor Services Report to donors on how their donations are utilized Easily assign case access privileges for my case managers I can ensure our operations are transparent to donors and that a donor's wishes are respected I can ensure case data is appropriately safeguarded Key Concepts and Entities Leveraged for Frontline Humanitarian Logistics The following are the dependent CDM for Nonprofits entities leveraged by the frontline humanitarian logistics data schema # Category 1 Operation 2 Assessment 3 Address 4 Designation Plan 5 Award 6 Payment Asset Requirement Records one or more Variables at a point in time and geographic location. Multiple Observations may be grouped into an Assessment. Records one or more Observations by type related to an Operation. Address and shipping information. Used to store additional addresses for an account or contact. A line item attached to a Pledge, Payment Schedule, or Campaign indicating how associated payments should be designated. An Award represents the total amount of funding that has been agreed to be awarded to an individual or institution. Payment Asset represents the asset or assets associated with specific types of payments including, but not limited to, in-kind gifts, stocks and securities.. 28 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes # Category 7 Item Request 8 Item Request Line 9 Item Type 10 Item 11 Item Group Requirement Defines a request for an item or items of varying types and quantities for a location and date. Defines a request for a quantity of a single type of item as defined in Item Type. Defines a type of item or a type of item group. Defines an individual article or unit that may be part of a group of articles or units required for a program activity or donated by a donor. Defines a group of items that are logically handled together as a unit such as a kit. 29 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes How to Model Frontline Humanitarian Logistics 30 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes New Common Data Model for Frontline Humanitarian Logistics attributes The following are attributes related to each of the new Frontline Humanitarian Logistics entities added in this release 1. ITEM (msnfp_item) Schema Name msnfp_description msnfp_georeference msnfp_itemCode msnfp_itemGroupId Display Name Description Georeference Item Code Item Group msnfp_itemGroupIdNam e msnfp_itemId N/A Item msnfp_itemName msnfp_itemNumber msnfp_itemStatus msnfp_itemstatusName msnfp_itemTypeId Item Name Item Number Item Status N/A Item Type msnfp_itemTypeIdName msnfp_latitude msnfp_longitude msnfp_paymentAsssetId msnfp_paymentAsssetId Name msnfp_polygon N/A Latitude Longitude Payment Assset N/A Polygon msnfp_purchasingCatego ryType msnfp_purchasingcatego rytypeName msnfp_supplierId Purchasing Category N/A Supplier Type Description Memo String The description of the item. The Geo-reference of the item. String Lookup String The code for the item. The unique identifier for the related Item Group. N/A Uniqueide ntifier String Decimal Picklist Virtual Lookup String String String Lookup String Unique identifier for entity instances The name of the custom entity. The number used to identify the item. The status of the item. N/A The unique identifier for the related item type. N/A The latitude of the item. The longitude of the item. The unique identifier for the related Payment Asset. N/A String Picklist The geolocational polygon of the item. The type of purchasing category. Virtual N/A Customer The unique identifier for the related supplier. 31 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes msnfp_supplierIdName N/A msnfp_supplierIdType N/A msnfp_supplierIdYomiNa N/A me String N/A EntityNam N/A e String N/A 2. ITEM GROUP (msnfp_itemgroup) Schema Name msnfp_estimatedCo st msnfp_estimatedcos t_Base msnfp_groupName msnfp_groupTypeC ode msnfp_itemgroupId Display Name Estimated Cost Estimated Cost (Base) Group Name Group Type Code Item Group msnfp_itemTypeId Item Type msnfp_itemTypeIdN ame msnfp_paymentAsse tId msnfp_paymentAsse tIdName msnfp_supplierId N/A Payment Asset N/A Supplier msnfp_supplierIdNa N/A me msnfp_supplierIdTy N/A pe msnfp_supplierIdYo N/A miName Type Money Money String String Uniqueide ntifier Lookup String Lookup String Customer String EntityNam e String Description The estimated cost of the item group. Value of the Estimated Cost in base currency. The name of the custom entity. The code used to identify a group of items. Unique identifier for entity instances The unique identifier for the related item type. N/A The unique identifier for the related payment asset. N/A The unique identifier for the related contact or account. N/A N/A N/A 3. ITEM REQUEST (msnfp_itemrequest) Schema Name Display Name Type msnfp_assessmentId Assessment Lookup Description The unique identifier for the related assessment. 32 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes msnfp_assessmentId Name msnfp_deliveryDate msnfp_deliveryFrame workId msnfp_deliveryFrame workIdName msnfp_georeference msnfp_instructions msnfp_itemrequestId msnfp_itemRequestN ame msnfp_latitude msnfp_longitude msnfp_polygon msnfp_requestByDate msnfp_requestStatus msnfp_requeststatus Name msnfp_totalEstimated Cost msnfp_totalestimated cost_Base N/A Delivery Date Delivery Framework N/A Geo-reference Instructions Item Request Item Request Name Latitude Longitude Polygon Request By Date Request Status N/A Total Estimated Cost Total Estimated Cost (Base) String DateTime Lookup String String Memo Uniqueide ntifier String String String String DateTime Picklist Virtual Money Money N/A The date for delivery of the item request. The unique identifier for the related delivery framework. N/A The geo reference for the item request. Provide instructions for the request. Unique identifier for entity instances The name of the custom entity. The latitude for the item request. The longitude for the item request. The geolocational polygon for the item request. The desired date for the item request to be filled by. The status of the item request. N/A The estimated cost of the entire item request. Value of the Total Estimated Cost in base currency. 4. ITEM REQUEST LINE (msnfp_itemrequestline) Schema Name msnfp_estimatedLine Total msnfp_estimatedlinet otal_Base msnfp_itemLineNam e Display Name Estimated Line Total Estimated Line Total (Base) Item Line Name Type Money Money String Description The estimated cost of the item request line. Value of the Estimated Line Total in base currency. The name of the custom entity. 33 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes msnfp_itemRequestI d msnfp_itemRequestI dName msnfp_itemrequestli neId msnfp_itemTypeId Item Request N/A Item Request Line Item Type msnfp_itemTypeIdNa N/A me msnfp_quantity Quantity Lookup String The unique identifier for the related Item Request. N/A Uniqueide ntifier Lookup String Unique identifier for entity instances The unique identifier for the related Item Type. N/A Integer The number of item types being requested. 5. ITEM TYPE (msnfp_itemtype) Schema Name msnfp_estimatedCos t msnfp_estimatedcost _Base msnfp_itemClassifica tion msnfp_itemclassificat ionName msnfp_itemName msnfp_itemTypeCod e msnfp_itemtypeId msnfp_singleItem Display Name Estimated Cost Estimated Cost (Base) Item Classification N/A Item Name Item Type Code Item Type Single Item Type Money Money Picklist Virtual String String Uniqueide ntifier Boolean msnfp_singleitemNa N/A me Virtual Description The estimated cost of the item type. Value of the Estimated Cost in base currency. The classification or category of the item type. N/A The name of the custom entity. The code used to identify the item type. Unique identifier for entity instances Denotes whether item type is a single item or item group. N/A 6. ADDRESS (msnfp_address) Schema Name msnfp_description Display Name Type Description Memo Description The description of the designation plan. 34 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes 7. AWARD (msnfp_award) Schema Name msnfp_awardAmount msnfp_justification msnfp_recommendedSupplierId msnfp_recommendedSupplierIdName msnfp_recommendedSupplierIdType msnfp_recommendedSupplierIdYomiNa me msnfp_totalAwardPercentage msnfp_totalContractAwardValue msnfp_totalcontractawardvalue_Base Display Name Award Amount Justification Recommende d Supplier N/A N/A N/A Type Money Memo Customer String EntityNam e String Description The award amount. the justification for the award. The unique identifier for the recommended supplier for the award. N/A N/A N/A Total Award Percentage Decimal Total Contract Money Award Value Total Contract Money Award Value (Base) The total award percentage for the award. The total award value for the contract. Value of the Total Contract Award Value in base currency. 8. PAYMENT ASSET (msnfp_paymentasset) Schema Name msnfp_datePurchased msnfp_depreciatedValue Display Name Date Purchased Type DateTime Depreciate Integer d Value Description The date purchased for the payment asset. The depreciated value for the payment asset. 35 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes msnfp_designationPlanId msnfp_designationPlanIdName msnfp_number msnfp_onLoan msnfp_onloanName msnfp_serialNumber msnfp_status msnfp_statusName Designation Lookup Plan N/A Number String Decimal On Loan Boolean N/A Serial Number Status Virtual String Picklist N/A Virtual The designation plan for the payment asset. N/A The number for the payment asset. Determines whether the payment asset is on loan. N/A The serial number for the payment asset. The status for the payment asset. N/A 2. FRONTLINE HUMANITARIAN LOGISTICS MAPPING GUIDE Led by Oxfam, Goal, and NetHope, the Frontline Humanitarian Logistics (FHL) initiative was created to reduce the time and cost involved in implementing IT solutions within humanitarian supply chains and encourage interoperability of systems across the sector. The FHL Data Standard project brought together experience from nonprofits, some of the world's biggest technology companies with expertise in supply chain management, technology consultants and academics with a focus on humanitarian logistics," and resulted in the publishing of the inaugural version (v1.0.2 - September 2020) of the Frontline Humanitarian Logistics Data Standard. The Frontline Humanitarian Logistics Mapping Guide provides guidance to nonprofits and partners on how to put the NetHope and nonprofit sector-developed Frontline Humanitarian Logistics Data Standard into practice. In conjunction with key partners, Microsoft has mapped the FHL Data Standard to the Common Data Model for Nonprofits as part of this release to support organizations who align to these valuable industry standards. 36 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes 3. NONPROFIT ACCELERATOR ARCHITECTURAL ENHANCEMENTS SCALE FOR GROWTH AND DELIVER SIMPLICITY As the Common Data Model for Nonprofits and Nonprofit Accelerator evolve, we continue to scale these resources for maximum value and use by nonprofits of all sizes and mission types. In the v3.0 release, we reduced the data schema packages and removed all Dynamics dependencies. The new architecture gives developers the power to rapidly launch Power Platform applications, end-to-end Dynamics solutions, and cross-cloud solutions that leverage Azure and Modern Work technologies. As a part of this streamlined architecture, we have rebuilt IATI without a Dynamics dependency. We are unable to support updates from the previous Dynamics dependent, IATI package to the new v3.0 IATI package. There is no change in functionality between the two packages. Please use the most recent IATI v3.0 package when looking to build on this data schema. We also stopped releasing the Nonprofit Accelerator CE and Nonprofit Sales packages. They are still available on GitHub in previous releases, but we will not continue to maintain or support these packages. Our goals in scaling and streamlining the CDM for Nonprofits and Nonprofit Accelerator architecture include: 1. Providing partners and nonprofit developers with as much flexibility as possible to extend and build from the architecture, whether in the form of lightweight Power Platform applications, end-to-end Dynamics solutions, and/or cross-cloud solutions that leverage Azure and Modern Work technologies. 2. Serve small, medium, large, and enterprise nonprofits with schema and solutions purpose-built to fuel their fundraising, program, operations, finance, IT, and analyst staff forward. 3. Reduce the overall footprint of the Accelerator architecture to aid with seamless upgrades, forward and backward compatibility and extensibility. 4. Serve as a standard across all Microsoft Industry Accelerators for continue to add value to our Nonprofit Accelerator at a rapid pace. 37 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes 38 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes RELEASE ASSETS (DOCUMENTATION, ADMINISTRATIVE GUIDES, SAMPLE DATA, AND SOLUTIONS) This release includes the following assets to aid partners and nonprofits as they adopt and extend these capabilities. All release documentation is available on GitHub here: https://github.com/microsoft/Industry-Accelerator-Nonprofit/releases Name NonprofitAnchor_managed.zip NonprofitCore_3_0_3_0_managed.zip NonprofitIATI_3_0_3_0_managed.zip CommonDataModelNonprofitSampleApps_2_3_3_0_managed.zip Asset Type Solution Solution Solution Solution CommonDataModelNonprofitSampleAppsBase_2_3_3_0_managed.zip NonprofitIATISampleApps_3_0_3_0_managed.zip Solution Solution ProgramDesign-v3_0_3_0.zip NonprofitAccelerator_CDS_ProgramDesign_Flow_msnfp_CreateSummaryDocument_T emplate.docx NonprofitOperationsToolkit_1_1_3_5_managed.zip Solution Solution Solution NonprofitOperationsToolkitFlows_1_1_3_5_managed.zip Solution Description Base Solution Layer - Managed Core Solution Layer - Managed IATI Solution Layer - Managed This extension contains the sample applications that compliment and showcase Nonprofit Core functionality. A supporting layer to assist with moving Sample Apps during the upgrade process. This extension contains the sample applications that compliment and showcase Nonprofit IATI functionality. Program Design app Template to set up documents in Program Design app Nonprofit Operations Toolkit Layer Managed Nonprofit Operations Toolkit Flows Managed imported after NonprofitOperationsToolkit_1_1_3_5_mana ged.zip 39 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes Name NFP.Accelerator.3.0.-.Package.Deployer.Solution.zip NFP.Accelerator.3.0.-.IATI.Codelist.Sync.zip NFP.Accelerator.3.0.-.Measurement.SDG.Icons.zip NonprofitAccelerator_NonprofitCore_DataPackage_3_0_3_0.zip NonprofitAccelerator_Nonprofit_IATI_DataPackage_3_0_3_0.zip NonprofitOperationsToolkit_DataPackage_1_1_3_5.zip NFP.Accelerator.3.0.-CDM.to.Frontline.Humanitarian.Logistics.Mapping.Guide.docx NFP.Accelerator.3.0.-.Core.Metadata.Reference.xlsx NFP.Accelerator.3.0.-.IATI.Metadata.Reference.xls NFP.Accelerator.3.0.-.Release.Notes.docx NFP.Accelerator.3.0.-.Admin.Guide.docx NFP.Accelerator.3.0.-.Demo.Guide.docx NFP.Accelerator.3.0.-.Deployment.Guide.docx NFP.Accelerator.3.0.-.Nonprofit.ERD.and.How-to.Guide.docx NonprofitsOperationsToolkit_AdminGuide_1_1_3_5.docx Asset Type Solution Solution Solution Sample Data Sample Data Sample Data Reference Reference Reference Reference Reference Reference Reference Reference Reference Description This zip file contains the components that can be used by administrators to install the Nonprofit Accelerator in conjunction with the Microsoft Package Deployer tool. Icons used in the CDS to highlight the SDG goals, indicators, and targets Sample data package supporting the Core solution layer Sample data package supporting the IATI solution layer Sample data package supporting the Nonprofit Operations Toolkit solution layer Frontline Humanitarian Logistics Mapping Guide Core layer entity and attribute reference documentation IATI layer entity and attribute reference documentation Release Notes with details about added entities and attributes Solution requirements and detailed description of Nonprofit Accelerator power app solutions Walkthrough of the Nonprofit Accelerator Scenarios Overview of deployment process Nonprofit ERD and How-to Maps Nonprofit Operations Toolkit Admin Guide with scenario walk throughs 40 Microsoft Dynamics 365 Nonprofit Accelerator Release Notes Name NonprofitOperationsToolkit_DemoGuide_1_1_3_5.pptx NFP Accelerator 3.0 ERDs.zip Asset Type Reference Reference Description Nonprofit Operations Toolkit Demo Guide PDFs of the CDM ERDs 41