Tips and Tricks for Blackbaud CRM® Page Designer

With tips from basic to advanced, this session will help you maximize the value of your CRM implementation using the trusty page designer tool.

Tuesday, June 3, 2025

12:00 PM

1:00 PM

Where to Begin? Create your First Flow for Blackbaud Status Alerts

Set up Teams or email notifications whenever the Blackbaud Status Page reports an issue or provides an update about your product. Understand the essentials of trigger, filter, and action, which can be enhanced with conditional logic based on new, updated, or completed statuses to include color-coding in the alerts.

Tuesday, June 3, 2025

1:00 PM

1:30 PM

TeamRaiser Customizations: S-tags, Custom URLS, and Other Fun

Join us for an informative session designed to enhance your fundraising strategy. We'll explore how to use custom URLs for efficient testing, implement S Tags effectively, use conditional content, and implement other powerful elements to enhance your workflow. We'll also discuss TeamRaiser TPT/template files to help you maximize your impact.

Tuesday, June 3, 2025

1:00 PM

1:30 PM

Getting started with SKY UX®

This hands-on technical workshop is designed for web developers, team leads, and decision-makers who want to get started with SKY UX® components. It is particularly suited for those with experience in web development using frameworks like React or Vue.js but who may be less familiar with Angular.

Tuesday, June 3, 2025

1:00 PM

1:30 PM

Unlocking the Power of Data: Exploring API Tools for Luminate Online® and Blackbaud TeamRaiser®

Eager to dive into API but not sure where to start? Learn how to interpret Blackbaud's updated API documentation and start using the LuminateExtend library to access the robust data systems that power Luminate Online and TeamRaiser.

Tuesday, June 3, 2025

1:30 PM

2:30 PM

Microsoft Power Automate - An Overview and Templates

In this session, learn how to leverage Microsoft Power Automate with your Blackbayd Raiser’s Edge NXT®, Blackbaud Financial Edge NXT® and other SKY API®: enabled solutions. Learn about the Marketplace, third-party apps, and the basics of Microsoft Power Automate. You’ll also learn how to create a flow by importing a template which will jump start your Power Automate learning experience.

Tuesday, June 3, 2025

1:30 PM

2:30 PM

Unlocking the Power of Data: Using Power BI to Drive Informed Decisions in K-12 Schools

 Learn how connecting Power BI to Blackbaud's Core and countless other data systems can help you overcome data pain points, create dynamic dashboards, and make data-driven decisions that enhance enrollment management, financial aid, and academic processes. Through live demos and practical insights, attendees will discover how to unlock the potential of their data, enabling smarter, more informed decisions across departments. Whether you're just getting started with Power BI or looking to optimize your existing setup, this session will provide valuable takeaways and inspiration for using data to its full potential.

Tuesday, June 3, 2025

1:30 PM

2:15 PM

Smart Ways to Save: Techniques to Save Data to Excel

Demo different ways to save data in an Excel file and learn applicable skills like saving to SharePoint and attaching files to email. These techniques vary in speed, coding difficulty, and ease of understanding, offering solutions from basic to more involved.

Tuesday, June 3, 2025

2:15 PM

3:00 PM

Power Platform: Build a Data Integration & Automation App (Workshop Class Part 1 of 3)

In this three-part workshop, you will discover how to use Power Automate to extend Blackbaud Raiser’s Edge NXT® by building a data integration and automation that "lives inside" your Blackbaud product for a seamless user experience. By the end of the three workshops, you'll have built an app that helps automate fundraiser requests for receiving credit on a gift. This includes handling approval steps and how to circumvent potential technical roadblocks that may arise when automating data health tasks. For this course, we will use a Raiser's Edge NXT developer environment, which will be provided to you. We design the course so that power users of other Blackbaud systems—Blackbaud Financial Edge NXT®, Blackbaud's education management products, Blackbaud Altru®, or Blackbaud CRM™—will learn transferrable skills.

Tuesday, June 3, 2025

3:00 PM

4:00 PM

Level Up: Streamlining Daily Gift Notifications with Power Automate

Unlock the power of automation with our hands-on skills lab where you'll learn how to create efficient Power Automate workflows to manage daily gift logs. Whether you need to email sorted logs by solicitor, faculty rep, or other criteria, this lab will equip you with the skills to automate these tasks seamlessly.

Tuesday, June 3, 2025

3:00 PM

4:00 PM

From Development to Deployment: Rolling out Serverless SKY Add-ins™ on Amazon Web Services

Are you interested in building a SKY Add-in with C# and Angular but unsure how to host and deploy it? This session will show you the full process of developing and deploying an add-in on Amazon Web Services.

Tuesday, June 3, 2025

3:00 PM

4:00 PM

Power BI Time Intelligence: Add a Year-to-Date Period Selector

Explore how to allow report viewers to select the period compared year-over-year: latest gift date, the end of any month, or full year results. This Skills Lab will cover calculation groups and specialized visualizations: Gauge, Bullet Chart, and KPI.

Wednesday, June 4, 2025

12:00 PM

1:00 PM

Help! I Can’t Find the Field: Cracking the Code of Blackbaud Raiser's Edge NXT® Data

In this hands-on session, we’ll dive into how data is structured in Raiser's Edge NXT and how that structure impacts your ability to work with it in Power Automate. You'll learn why retrieving data often requires more steps than expected due to the database’s multi-layered organization. We’ll cover key concepts of the Raiser's Edge NXT database architecture, helping you understand how to navigate through data layers and build more efficient flows. By the end, you'll have the knowledge to confidently start building automations, knowing how to work with Raiser's Edge NXT data effectively in Power Automate.

Wednesday, June 4, 2025

1:00 PM

2:00 PM

How to Display your Power BI Report inside Blackbaud Raiser’s Edge NXT® & Blackbaud Financial Edge NXT®

In this hands-on session, you'll bring your own Power BI report published in the Power BI service (prerequisite) and learn how to build an application to display that report in your Raiser's Edge NXT or Financial Edge NXT environment.

Wednesday, June 4, 2025

1:00 PM

1:30 PM

Getting Hands-On: Growing Your Copilot Prompting Powers

Copilot Prompting is both an art and a science. Join us for a hands-on session where you'll learn tips and best practices for building your M365 Copilot Chat prompting skills. You will leave feeling empowered to keep building your Copilot prompting powers!

Wednesday, June 4, 2025

1:30 PM

2:15 PM

Microsoft: Power Automate – Exploring Formats, Hyperlinks and Variables

Are you ready to take your Power Automate knowledge to the next level? Come learn how to make your automations powerful with valuable tools that will allow you to further customize flows the connect with Raiser’s Edge NXT, Financial Edge NXT and other Blackbaud SKY API enabled solutions.

In this session, you will build a basic flow from blank based on the Raiser's Edge Power Automate connector. Learn how to apply Number and Date Formatting to improve the appearance of your output. Use hyperlinks in your output to directly access Constituent and Gift records. Learn how arrays (variables) can be used to retrieve multiple values such as a list of Split Gifts.

Wednesday, June 4, 2025

1:30 PM

2:30 PM

Moving your Team Forward through Change

New tech development, new products, new solutions---new, new, new. All changes are done with good intentions, but teams can start to become weary if they're not handled well. In this interactive session, we'll discuss the principles and best practices of the field of change management to offer some approaches and techniques to use as you announce change to your teams and colleagues and support their path through it.

Wednesday, June 4, 2025

2:15 PM

3:00 PM

Getting Started with Power BI Visualizations

Dive into the world of data visualization with our beginner-friendly skills lab at bbdevdays! This session is designed to help participants create their first Power BI visualization with minimal DAX coding, leveraging the powerful functions within Power BI.

Wednesday, June 4, 2025

2:15 PM

3:00 PM

Who Put That Array in My Flow?

Fund, Fundraiser, Soft Credit—suddenly simple fields in Blackbaud Raiser’s Edge NXT® are causing havoc when you try to include them in your flow. What gives? In this session, we'll explore the options for handling data that comes through as an array, whether you treat it as a single value or need to list them all.

Wednesday, June 4, 2025

3:00 PM

4:00 PM

Herd Your Kittens: Email Interests, Constituent Groups, and Queries

Discover how to use powerful tools in Luminate Online® like built-in reporting, constituent groups, topical interests, and queries, so you can customize your user journey, work with outside systems, and more. Best of all, you don't have to be an expert coder to use them.

Wednesday, June 4, 2025

3:00 PM

4:00 PM

Power Platform: Build a Data Integration & Automation App (Workshop Class Part 2 of 3)

In second session in the three-part workshop, you continue to leverage Power Automate to extend Blackbaud Raiser’s Edge NXT® by building a data integration and automation that "lives inside" your Blackbaud product for a seamless user experience. 

Wednesday, June 4, 2025

3:00 PM

4:00 PM

Quick Win: Build a Public Form Add-In in 15 mins or Less

Ever wanted to enhance your Blackbaud Raiser's Edge NXT® experience with an add-in but worried you don't have the time? Well, come to this session and build a public forms add-in in 15 minutes or less! The best part, it is all free!

Thursday, June 5, 2025

1:00 PM

2:00 PM

Process Mapping - Let's Get Visual!

This will be an engaging and interactive session on process mapping, designed to enhance your understanding and skills. In this session, you will learn the fundamentals of process mapping, including its importance in identifying inefficiencies, streamlining interactions with internal and external audiences, and improving overall productivity. Participants will have the opportunity to start creating their own process map, applying the knowledge gained during the session to a process in your organization. This hands-on approach will allow you to visualize and analyze processes within your organization, identify areas for improvement, and develop actionable strategies to optimize workflows. Whether you are new to process mapping or looking to refine your existing skills, this session offers valuable insights and practical experience. By the end of the session, you will have a clear understanding of how to create effective process maps and the confidence to implement them in your work environment. Don't miss this chance to enhance your process mapping skills and drive efficiency in your organization.

Thursday, June 5, 2025

1:30 PM

2:15 PM

Power Automate Tips for Excel, Word, Email, and HTML

Discover a variety of tips and tricks for effectively using and managing Microsoft Word and Excel, email content, and HTML with Power Automate.

Thursday, June 5, 2025

2:15 PM

3:00 PM

Data Modelling for Power BI Success

If you’re finding it difficult to create the measures or visualizations you want it’s more likely to be an issue with your data model than a shortcoming in your DAX skills! This session will outline starting principles of good data modelling with practical examples and signposting for further learning. We’ll also touch on the value/challenges of using a single golden dataset for multiple reports.

Thursday, June 5, 2025

2:15 PM

3:00 PM

Leveraging Power Automate for Effective Prospect Identification: Creating Linkage-Interest-Ability Scores

Discover the transformative power of automation in prospect identification at bbdevdays! This session will guide you through using Power Automate to create Linkage-Interest-Ability (LAI) scores, enabling organizations to identify potential donors based on comprehensive data analysis.

Thursday, June 5, 2025

2:15 PM

3:00 PM

Streamline Power Automate Flows with Data Operations

Power Automate is packed with built-in actions that allow you to process, organize, and dynamically extract information from your data throughout flows. In this hands-on Skills Lab, we’ll focus on core actions within the Data Operations connector. You'll learn how to efficiently structure, filter, and work with dynamic content, simplify complex workflows, and extract valuable data from arrays. Whether you're creating a simple flow or building advanced automations, mastering these essential actions will elevate your Power Automate skills to the next level!

Thursday, June 5, 2025

3:00 PM

4:00 PM

Power Platform: Build a Data Integration & Automation App (Workshop Class Part 3 of 3)

In this final session in our three-part workshop, you complete your Power Automate project extending Blackbaud Raiser’s Edge NXT® by building a data integration and automation that "lives inside" your Blackbaud product for a seamless user experience. 

Thursday, June 5, 2025

3:00 PM

4:00 PM