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Deploy and configure Volunteer Engagement

This article provides the steps for deploying Volunteer Engagement in Microsoft Cloud for Nonprofit.

Important

Before starting the deployment process, ensure that the base language of the environment you're deploying to matches the language version of the Volunteer Engagement solution that you want to install. The Volunteer Engagement solution supports only English and French languages by default. If you're installing the English version, make sure the base language of the environment is English.

Similarly, if you're installing the French version, make sure the base language of the environment is French. After the solution installs, you can add languages by following the steps in Enable multiple-language website support | Microsoft Learn and importing the metadata translations to get the metadata translated for the newly activated languages.

Perform a new installation

Follow these instructions to perform a new installation of Volunteer Engagement.

Turn off enhanced data model in Power Platform

Before you install Volunteer Engagement, make sure the enhanced data model setting is off for the Power Platform environment where you plan to install it.

  1. In Power Platform admin center, select Environments.
  2. On the Environments page, select the environment.
  3. Under Resources, select Power Pages sites.
  4. On the top menu bar, set the Switch to enhance data model toggle to Off.
  5. On the Are you sure you want to disable? popup, select the Disable button.

Set up a blank portal

Before you download Volunteer Engagement, you must create a blank portal in your environment.

  1. In Power Apps, on the left pane select Create.

    A screenshot showing how to select Create.

  2. Select Create in Power Pages.

    A screenshot showing how to select Create in Power Pages.

  3. On the opened tab, select Get Started. A screenshot showing how to select Get Started.

  4. Select your experience type.

    A screenshot showing how to select your experience type.

  5. Select Blank Page.

    A screenshot showing how to select Blank Page.

  6. Select the Blank page template.

    A screenshot showing how to select the template.

  7. In the Name field, enter Volunteer Engagement. In the Address field, enter the URL you want your volunteers to visit to use your portal.

    A screenshot showing how to select enter the information.

  8. In the Site Language field, select the language you want for the blank portal.

    Note

    Volunteer Engagement supports only English and French for now. If you want to install the French version of Volunteer Engagement, the base language of your environment needs to be French. You also need to select French as the language for your blank portal.

    If you want to install the English version of Volunteer Engagement, the base language of your environment needs to be English. You also need to select English as the language for your blank portal.

    You can activate more languages for your webpage later, as explained in Enable multiple-language website support. Keep these considerations in mind:

Enable English language in your environment

Always make sure the languages you want to use are enabled in your environment. The following procedure shows how to enable the English language in your environment. The process is similar for other languages.

  1. In the Power Platform admin center, select an environment.

  2. Go to Settings > Product > Languages. A list of language packs installed in your environment display, with a checkbox next to each.

  3. Select the checkbox next to each language pack that you want to turn on. Clear the checkbox next to each language that you want to turn off.

  4. Select Apply.

  5. Select OK on any confirmation dialog boxes that open.

    Note

    It takes an hour or more to turn languages on or off.

  6. Select Close to close the Language Settings dialog box.

    Note

    If your environment’s base language is already English, then English doesn't appear on the list in the following image.

    A screenshot showing Language Settings with a list of languages.

Deploy Volunteer Engagement from Solution Center

After your new blank portal is ready, you can deploy Volunteer Engagement from Microsoft Cloud Solution Center.

  1. Open Microsoft Cloud Solution Center.

  2. Select Volunteer Engagement and Volunteer Management, and then select Deploy.

  3. Select the environment where you set up your Volunteer Engagement portal, and then follow the Microsoft Cloud for Nonprofit installer.

Upgrade to a new Volunteer Engagement portal

  1. Open Site Settings in the left navigation on the Portal Management page.

    A screenshot.showing Active Site Settings.

  2. Select the New button to create a new site setting. You'll see the New Site Setting form:

    A screenshot showing New Site Setting.

  3. Ensure you name the setting exactly as shown, with the same case:

    • Name: VolunteerEngagementAllowUpgrade
    • Website: Volunteer Engagement
    • Value: true

    A screenshot showing how to set the fields on the form.

  4. Go to Solution Center and initiate your installation of Volunteer Engagement again.

Important

Any changes made by the customer to previously shipped Volunteer Engagement portal website configurations will be overridden to the current values being shipped. New entries added by the customer will be retained, but associations might be updated. Don't add this flag to any production environment without fully testing and understanding the impact.

Configure Volunteer Engagement

After you've deployed Volunteer Engagement, complete the following postdeployment configuration steps.

  1. Open Portal Management and go to Site Settings.

  2. Ensure that the SiteUrl setting matches the URL that you used for your Volunteer Engagement portal during deployment, for example volunteerengagement.powerappsportal.com.

A screenshot showing the Active Site Settings page.

Update website bindings

The first time you import the portal into your environment, update the website binding.

  1. Go to Power Platform admin center.

  2. Expand Resources on the left pane and select Power Page sites.

    A screenshot showing the Power Pages Sites section.

  3. Find Volunteer Engagement, select the ellipses, then select Manage.

    A screenshot showing how to select Manage.

  4. To update the portal binding, select the Edit button in the Site Details section.

    A screenshot showing how to select Edit.

  5. Select the dropdown for Website Record, select Volunteer Engagement, then select Save.

    A screenshot showing how to fill in the fields..

Verify your portal is ready

  1. Open Power Apps and select your environment on the upper right section.
  2. Select the URL of the Volunteer Engagement record to open your new Volunteer Engagement portal.

Note

Volunteer Engagement app data is set up in Volunteer Management, as required by Volunteer Engagement.

See also

Use Volunteer Engagement
Deploy and configure Microsoft Cloud for Nonprofit