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Overview of Nonprofit data solutions (preview)

Important

Some or all of this functionality is available as part of a preview release. The content and the functionality are subject to change.

Nonprofit data solutions in Microsoft Fabric includes the following key packages:

  • Fundraising core
  • Dynamics 365 Sales with Common Data Model for Nonprofits
  • Salesforce Nonprofit Success Pack
  • Sample data

After you deploy the solution, you only need to run the orchestration pipeline. Its logic automatically adapts to the optional data source packages that you select during deployment. So, no extra configuration is required. Reviewing the following individual components provides an overview of how the solution works.

Important packages in Nonprofit data solutions

After you deploy the solution, you'll need to run the orchestration pipeline. Its logic automatically adapts to the optional data source packages that you select during deployment; therefore, no additional configuration is required. After the orchestration pipeline runs successfully, you need to refresh the semantic model to get the reporting layer ready.

The following image provides an architectural overview of Nonprofit data solutions. Reviewing the individual components provides an overview of how the solution works.

Architecture of Nonprofit data solutions

Data source integration

The components highlighted in green in the image manage the ingestion and transformation of data from external systems into the Medallion layers of Microsoft Fabric. This solution ingests data from Salesforce Nonprofit Success Pack (NPSP), Common Data Model for Nonprofits, and/or Dynamics 365 Sales.

Components:

  • Salesforce Nonprofit Success Pack (green): Connects and extracts source data
  • Bronze data (from a source such as Dynamics 365 Sales with Common Data Model for Nonprofits) (blue): Stores raw ingested data
  • Transformation (purple): Cleans and validates incoming records before they move forward

Data flows incrementally from Salesforce into bronze, then to silver after transformation.

Core analytics solution

The components highlighted in yellow in the image helps in building business-ready analytics and insights.

Components:

  • Silver data (blue): Structured, cleaned, and enriched data
  • Gold data (blue): Curated facts and dimensions
  • Data visualization (yellow): Connected Power BI reports and semantic model
  • Enrichment (purple): Extra preparation logic (for example, campaign classification, segmentation)

The solution enables users to access meaningful reports on fundraising, constituents, and engagement.

Sample data (optional)

The components highlighted in purple represents the sample data and you can use it for testing purposes. The module flows through the same transformation/enrichment pipeline and populates the silver and gold layers, making it easy to test dashboards and reports without going through the process of ingesting your organization’s data.