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Forum Discussion

Copper Contributor

Nov 30, 2023

Manage transactions in Fundraising and engagement

Hi Community!

I am looking for guidance on how to manage transactions. The set up info in MS Learn is limited, appreciate all further info.

Nonprofit sales

4 Replies

Devin_DukesME
Copper Contributor
Dec 05, 2023
Hi there - once we have additional context, I'm also happy to help!
alex_kasavin_msft
Microsoft
Dec 01, 2023
Hi Thomas - can you please elaborate on what you are trying to do with transactions?
- ThomasMittel
  Copper Contributor
  Dec 07, 2023
  Hello! I just want to know if there is a lot of work to set up and manage the matching of each payment with a uniqe reference ID between ERP and Fundraising and engagement.
  - ThomasMittel
    Copper Contributor
    Dec 07, 2023
    And is it recommended to use The Common Data Service Data Integrator?

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