Prerequisites for deploying Nonprofit data solutions in Microsoft Fabric

Deploying the solution is a streamlined process, designed to ensure a smooth transition from preparation to successful installation. By following the steps outlined in the following sections, you can have all the required components within your Fabric workspace ready for analytics and reporting.

General prerequisites

To deploy Nonprofit data solutions, you need:

• Microsoft Fabric enabled for your organization: The Microsoft Fabric admin switch lets organizations that use Power BI to enable Microsoft Fabric. To enable Fabric on your tenant, contact your Microsoft account team. For more information, see Enable Microsoft Fabric for your organization.

• Microsoft Fabric license and capacity: Fabric SKUs let you use all Fabric features licensed by the capacity, create Fabric items in the workspace, and connect to other Fabric items. The workspace where you want to deploy Nonprofit data solutions items must be assigned to an active capacity of F4 or larger (F32+ recommended). For more information, see Reassign the workspace to a different capacity.

• Power BI license: Nonprofit data solutions deployment includes Power BI report and semantic model items. To create these items during deployment, you need to have Power BI Pro or Premium Per User (PPU) licenses. Otherwise, the deployment fails.

• Workspace license mode pointing to Fabric capacity: The workspace license mode dictates which underlying capacity type the workspace can use. To deploy Nonprofit data solutions, you need a Fabric capacity (F SKUs) of F4 or larger (F32+ recommended) or a trial Fabric capacity. For more information, see Microsoft Fabric Workspace license mode.

• Contributor+ workspace role: The solution deployment creates the required Fabric items in your selected workspace. You need to have at least an admin, member, or contributor role for deployment to successfully create these items in the selected workspace. For more information, see Microsoft Fabric Workspace Roles.

• Nonprofit data solutions added in the workload hub: Before deployment, ensure Nonprofit data solutions are added to either the workspace or the capacity that contains the workspace intended for solution deployment. You need permissions from a Fabric admin to add a workload, or be a capacity admin, or have permissions to assign capacities to workspaces. For more information, see Add a Microsoft Fabric workload.

Prerequisites for deployment with Dynamics 365 Sales and the Common Data Model for Nonprofits optional package

If you choose to deploy Nonprofit data solutions with Dynamics 365 Sales and the Common Data Model for Nonprofits optional package, consider the following points before the deployment.

• You must have access to a live Dynamics 365 Sales environment.

• Your Dynamics 365 Sales environment uses the latest Common Data Model for Nonprofits, that is, version 3.1.3.4 or later.

• You must link your Dataverse environment with your Fabric workspace.

  During the Additional configuration step of deployment, you need to select a lakehouse, which links your Dataverse environment and Microsoft Fabric. Establishing this link guarantees that all Dynamics 365 data is accessible via Microsoft OneLake, the unified data lake for Microsoft Fabric. For comprehensive guidance to set up the link, see Link to Microsoft Fabric, ensuring particular attention is paid to the following points:

  • Updating data in OneLake can take up to 60 minutes, or longer, for large tables. Complete this step before deployment and allow extra time to ensure all data loads into Microsoft Fabric.
  • In the Choose workspace step, select the workspace where you want to deploy Nonprofit data solutions.
  • If you don't have a Fabric capacity in the same geography or region as your Dataverse environment, you're prompted to get a capacity in the required geography.

Prerequisites for deployment with the Salesforce Nonprofit Success Pack optional package

If you choose to deploy Nonprofit data solutions with Salesforce Nonprofit Success Pack optional package, consider the following points before the deployment.

• Have access to a live Salesforce NPSP environment.

• Have proper permissions and API access in Salesforce.

• Set up Salesforce connection For detailed instructions, see Set up your Salesforce objects connection, while paying close attention to the following points:

  You can create a new Salesforce connection via New Connection in the Additional configuration step of the deployment.

  a. Select +New.
  b. Select Cloud for the connection.
  c. Enter a Connection name.
  d. Select Salesforce for the Connection Type.
  e. Enter the Login server and Class info values.
  f. Select your Authentication method.
  g. Select a Privacy Level.
  h. Select Create.
  

Next steps

Deploy Nonprofit data solutions in Microsoft Fabric