Démonstration Clickdimensions

Démonstration Clickdimensions

DATADVICE est partenaire Clickdimensions depuis 2014. Nous intégrons cette solution américaine de Marketing Automation pour Microsoft Dynamics CRM depuis donc un long moment. Nous avons déjà implémenté cette solution sur une dizaine de client sur plusieurs secteurs d'activité.

Vous voulez voir à quoi ressemble cette solution la plus intégrée dans Dynamics CRM ?

Vous voulez envoyer des campagne marketing automatiques en fonction de DATA ou comportement remonté dans votre CRM Microsoft ?

Alors n'hésitez pas à nous contacter pour voir une DEMO d'1H sur Clickdimensions !

 

 

Manage your IoT Devices with Connected Field Service

As more and more devices centrally log their information and receive remote commands, there are greater opportunities to integrate support and operations. Learn how Connected Field Service brings IoT and Field Service together to centrally monitor and dispatch field service personnel armed with integrated data from customers.

Schedule Anything with Microsoft Dynamics 365

Schedule Anything with Microsoft Dynamics 365

With the recent release of Microsoft Dynamics 365, we have seen the release of a new common resource scheduling capability which previously was only available for scheduling resources in Field Service and Project Service.

Monitoring Dynamics 365 using Organizational Insights

Monitoring Dynamics 365 using Organizational Insights

Once Dynamics 365 (CRM) is deployed to Production it becomes vital to monitor the health of the environment. Statistics that need to be monitored are - 

  • Performance - Identify any issues and be able to troubleshoot quickly
  • User adoption - Track # of users using the system 
  • Usage & storage - Track what is used and capacity

The above would have required a custom dashboard in earlier version of Dynamics CRM. In the current version 8.2 of Dynamics 365 online, Microsoft has provided an app (there is an app for that!) to help in monitoring the instance and it is available on Microsoft AppSource.

 In this blog will walk through the installation process of Organization Insights and discuss the visualization available.

How to get Organization Insights – (only for version 8.2 and above)

 

1. The below link is for the Org. Insights app on App source.  Make sure to log in to the App source using your System admin Office 365 account and select the Get it now button. Agree to the terms and conditions.

https://appsource.microsoft.com/en-us/product/dynamics-365/mscrm.04931187-431c-415d-8777-f7f482ba8095?tab=Overview

2.  Select the correct organization and add the app to D365

3. The solution will be now seen in Installation Pending status in your Office 365 > Dynamics 365 Admin > Manage Solutions view. Confirm the solution shows as installed.

 

4. Once the solution status is installed in Office 365– confirm in Dynamics 365 that the managed solution is available.

5. In D365 go to > Settings > Admin > System Settings > Previews > Agree to T&C and enable Org Insights Preview. (This step may not be required in the future once Org Insights is out of preview) 

6. Now you should see the Organization Insights in Settings area 

 

Organizational Insights consist of dashboards (web resources) that has all the information needed to monitor, troubleshoot and track all in one place. It has the following dashboards - 

1. Home - This is the default dashboard that you can customize. You can add / remove / resize / re position the charts in this dashboard. There are currently 21 charts / views available to show on the home page.

There are Date / Time filters also available to view different data over time. 

2. Active Usage - This contains information on the active users, api calls, CRUD operations in the specified time. 

3. System Jobs - This dashboard provides details on the workflows & system jobs.

 4. Plug-ins dashboard - This shows the execution and performance of plugins.

 

5. Storage dashboard - This shows the storage used by the tenant, instances and tables in D365.

6. API Calls Statistics - This dashboard shows the API calls performance - useful for monitoring and troubleshooting of API calls

 As mentioned before Organizational Insights is a very useful tool for System Admins to monitor the performance, usage and storage of Dynamics 365 instances. For consultants it is one less thing to customize for D365.

Hope you make use of Organizational Insights and do let me know about your experience with it.

Keep reading !!

Aurélien

Social Analytics for your Twitter data

Campaign/Brand Management for Twitter

Analyze all your unstructured Twitter data with our scalable and extensible solution template. Track sentiment, topic trends and outreach for crucial occasions like events and campaigns, or continuously monitor user reactions to your products and services. Compare current sentiment and volume to historical data to see how trends change over time.

Connect with one of our Power BI partners to arrange a proof of concept in your environment:

Need to request your DATA in CRM Online ? : GOD you can now.... :)

Need to request your DATA in CRM Online ? : GOD you can now.... :)

You never wanted to make quick extractions from CRM online?....  Have you ever wanted to have SQL Server Management Studio's access to your database and make live queries on synchronized real-time data? Now yes you can ....

The Microsoft Dynamics 365-Data Export Service is an add-on service made available on Microsoft AppSource that adds the ability to replicate Microsoft Dynamics 365 (online) data to a Microsoft Azure SQL Database store in a customer-owned Microsoft Azure subscription. The supported target destinations are Microsoft Azure SQL Database and Microsoft Azure SQL Server on Microsoft Azure virtual machines. The Data Export Service intelligently synchronizes the entire Dynamics 365 data initially and thereafter synchronizes on a continuous basis as changes occur (delta changes) in the Microsoft Dynamics 365 (online) system. This helps enable several analytics and reporting scenarios on top of Dynamics 365 data with Azure data and analytics services and opens up new possibilities for customers and partners to build custom solutions.

The Technet topic :

https://technet.microsoft.com/en-us/library/mt744592.aspx

Here is a great video, just 20 minutes to GO :

PowerBI Template for Dynamics 365 Project Service Automation (PSA)

PowerBI Template for Dynamics 365 Project Service Automation (PSA)

Microsoft has released the Power BI solution template for Microsoft Dynamics 365 for Project Service Automation (PSA). 

The template includes sets of pre-built reports for a professional service organization's practice manager, resource manager and account manager, and includes analytical content for financial KPIs like revenue, cost and margin, according to Microsoft Senior Program Manager John Burrows. 

The template is designed to help users quickly create customizable reports on an "extensible, scalable, and secure architecture" to meet their specific business needs instead of starting from scratch, wrote Burrows, adding that everything is freely available on GitHub. The pre-built reports can also be used as-is for dashboards.

Like the Dynamics 365 Sales Management template, the Project Service Automation template uses the Dynamics 365 Data Export Service, which is a free add-on, to replicate Dynamics 365 data to a Microsoft Azure SQL Database store in a customer-owned Azure subscription.

"The template can be provisioned by a Dynamics 365 administrator in just a few minutes,"     "Once you're done, all changes in your Dynamics 365 records are automatically updated in the Azure SQL database and available to your Power BI reports."

Portal Introduction for Dynamics 365

Hello all !

Here is a great video of capabilities of the Portal (B2B / B2C) for Dynamics 365

It was last year AdxStudio but now a great way to access DATA of Dynamics 365 into a Website (public or private)

Turn insight into action using Microsoft Flow and Power BI

Today, I am happy to announce availability of the Power BI data alert connector for Microsoft Flow. By combining the power of Power BI data alerts with the hundreds of actions available for Flow, we’re making it easier than ever to go from insight to deep, meaningful action.

Microsoft Flow is a SaaS offering for automating workflows across the growing number of applications and services that business users rely on. You can set up Flows to take care of the important, repeating tasks that take place daily in your organization. For example, you can create a Flow to text you via SMS when your manager sends you an e-mail marked as“high importance.” Or, automatically create a to-do item in Wunderlist when a customer e-mails your support line.

Data alerts are a recently released Power BI feature, which allow you to be notified whenever a tile on your dashboard meets a particular criteria. For example, you can set up an alert to send a push notification whenever tile “Daily Deliveries” > 10000. With this release, we are adding the Power BI data alert connector to Flow. This means that from a Power BI data alert, you can now trigger actions in dozens of other popular apps and services. Send an e-mail to a Security Group with the value of the alert. Post to a Slack channel with a link to the tile. Create a card in Trello based on the alert name. The list of possibilities is expansive, and it’s only getting bigger – new connectors are being added to Flow every week.

Get Started with Power BI and Flow

Ready to get started? What follows is a tutorial walkthrough for setting up your first flow. In this basic example, we’ll send out an e-mail to a broad audience whenever a Power BI data alert is triggered. You could imagine using a similar Flow to notify your support team whenever incident volume spikes.

Firstly, go to Power BI and set up a data alert if you haven’t already. If you need help, you can find the documentation for that process here.

With the alert set up, go to Flow, and sign in with your Work or school account.

Once you’re signed in, go to “My Flows” in the top left, and create a blank Flow by clicking on “Create from blank.”

The first thing you’ll want to do is create a trigger, which is an event which sets the Flow in motion. Search “Power BI” in the box titled “Search for more triggers”, and select the Power BI data alert option which shows up in the dropdown.

Next, select the name of the alert that you’d like to use to trigger the Flow

Now, you’ll want to add an action to be performed when the Flow is triggered. In this case, we’ll add an action to send an e-mail. Click the “+ New step” box below the Power BI trigger to start creating a new option. In the search box, type “Outlook” choose the Outlook “Send an email” action.

Note: this tutorial assumes that you have an Exchange Online mailbox. If not, you can also try using the SMTP action, which allows you to send e-mail to any SMTP server.

Now, you can populate the fields of the box as you would with any email. Keep in mind that the mail will be sent from your account.

Also, notice that when you click into any field in the e-mail action, a box appears on the right, which allows you to add information from the data alert to the e-mail. For the Power BI data alert trigger, this information includes:

  • alertTitle: the name of the Power BI data alert
  • alertThreshold: the threshold at which the alert is triggered
  • isAlertTriggered: whether or not the alert was triggered – notice that this will always be True if the Power BI data alert is your trigger
  • tileURL: the URL to the tile on which the alert was set up
  • tileValue: the value of the tile at the time when the alert was triggered

Once you are satisfied with your e-mail, select Create Flow in the top bar to create your Flow, and you’re done !

The next time this data alert is triggered, the Flow you just configured will activate, sending the e-mail that you configured to your target audience.

What’s next?

For more ideas on Flows, check out the Flow templates page to see a gallery of the most popular ideas. We’ve also added several Flow templates with the Power BI connector, including the one featured in the tutorial above.

Also, stay tuned to the Power BI blog, as we’ll be releasing something new Flow connectors in the weeks to come.

Have an idea for another way that Power BI can connect to Flow? Head to the Power BI UserVoice and cast your vote to make your voice heard.

Made a cool Flow? Share it with the community! Either post in the comments below, or in the Power BI forums. Who knows, your Flow might even be featured in the next Power BI Flow blog post!

Documentation links

PowerApps update

Universal links, HTML control improvements, new service connections and more

This week, Microsoft PowerApps has been updated with improvements to Studio and Mobile apps. We will cover some of the cool features coming up in this update, with the full list on the What’s new page.

 

Use the latest PowerApps on Windows, iOS and Android

All client users who are still using preview builds must upgrade to the latest Windows, iOS and Android bits in the store. This will enable you to take advantage of the latest features in PowerApps. Users running PowerApps versions prior to 2.0.540 on Windows, iOS and Android will be prompted to update PowerApps to the latest version. Clicking on the Update will take the user to the store.

Take advantage of Universal links to launch apps

Every app is uniquely referred using an app id. To run an app in the browser you would need use a URL with its appid. You can get the URL to run the app from the app’s details page listed under the “Web link” section in powerapps.com.

Traditionally to launch an app in the browser you would use a URL like this:

https://web.powerapps.com/webplayer/app?source=portal&appId=/providers/Microsoft.PowerApps/apps/<appid&gt;

On the other hand, to run apps on Windows/iOS/Android clients you can use the deep linking URL like this:

ms-apps:///providers/Microsoft.PowerApps/apps/<appid> 

Universal links brings these two worlds together. You can use a single HTTPs URL to launch your app either in the mobile app or in the web browser based on your preference. The URL also accept query strings, which you can use to pass parameters to the app.

https://web.powerapps.com/apps/<appid&gt;

If the user using the link does not have the app installed on mobile, the app runs in the browser automatically.

For example, you can link a Site Survey company app to launch another app to collect user feedback. The user feedback app will run on PowerApps mobile if the app is installed. Please note these links launch the mobile apps on iOS and Android.

Snappier HTML control with AutoHeight text property

HTML Text control can auto resize the height depending on the length of the text. This is huge improvement over the current control where the control size is fixed and can cause the content to be chopped. To use this feature, simply set AutoHeight to true in the HTML Text control.

Here is an example of using a description field in the HTML Text control:

Use context variables in delegatable expressions

You can now use context variables as part of delegable expressions. In the examples below, Filter and Lookup delegate the query to the service side even though they contain context variables.

Filter(‘[dbo].[Customers]’, MyCtxVariable in FirstName)

LookUp(Filter(‘[dbo].[Customers]’, MyCtxVariable in FirstName), LastName <> MyCtxVariable2)

 

Connect to eight new services

Microsoft PowerApps now supports eight new services this month that you can use in your apps.

 

  1. Azure Resource Manager – Azure Resource Manager exposes the APIs to manage all of your Azure resources.
  2. Azure Queues – Azure Queue storage provides cloud messaging between application components. Queue storage also supports managing asynchronous tasks and building process work flows.
  3. Chatter – Chatter is an enterprise social network for your company that allows employees to connect and collaborate in real time.
  4. Disqus – Disqus is a service for web comments and discussions. Disqus makes commenting easier and more interactive, helping publishers power online discussions.
  5. Azure Document DB – Azure DocumentDB is a NoSQL service for highly available, globally distributed app. Sign into your DocumentDB account to create, update, and query documents and more.
  6. Cognitive Services Face API – Azure Cognitive Services Face API allows you to detect, identify, analyze, organize and tag faces in photos
  7. HipChat – HipChat is group chat, video chat and screen sharing tool for teams of all sizes. Built for business, HipChat is persistent, searchable and loaded with goodies your team will love.
  8. WordPress – WordPress is web software you can use to create a beautiful website, blog, or app.

 

Other improvements

Checkout the What’s new page for details on other improvements:

  • Improved memory usage for PowerApps Studio and mobile clients
  • Deleting the app on the service removes the app from the mobile device
  • Using the back button in Windows Phone to exit app instead of navigating through history

Microsoft AppSource : find the right app for your business

Hello !

Today, I want to share a fantastic way to open ISV and System Integrator their solution directly to the Business User. Microsoft AppSource helps enterprise users find and gauge line-of-business (LoB) software-as-a-service (SaaS) apps from Microsoft and its partners. AppSource apps are built on top of Microsoft Dynamics, Project Madeira, Power BI, Office 365, Cortana Intelligence Suite, and Azure, and include all of their existing app add-ins and content packages.

Here is a good video from Microsoft in Youtube to explain the power of App Source :

Today there are more than 350 solutions (at the end of November)  :

Depending on their business needs, AppSource allows users to access apps from Dynamics AX, Dynamics CRM, Dynamics NAV, Project Madeira, Power BI, Office 365, or Azure. Searching through all the apps offered by AppSource can be narrowed down by category, industry, or by Microsoft product. Microsoft sees AppSource as “a place to find new apps and better ways to get things done.” Microsoft hopes that AppSource will be a big hit for enterprise customers as Microsoft pushes more apps and services to the cloud using Azure.

Currently, AppSource offers most apps to businesses to try-before-you-buy to see if the apps help enterprise customers in their daily operations. Microsoft plans to reveal more information in few weeks to its partners about Dynamics 365 and AppSource.

And finally here is what Microsoft says :

« We imagine a better world for business users everywhere. One where you can track leads, automate field service, drive sales and improve operations using modern, mobile, enterprise-ready intelligent business apps from the cloud that are as easy to use as the consumer apps that help us all get rides, book rooms, listen to music and take actions to improve our health », says Takeshi Numoto, corporate vice president, Microsoft Cloud and Enterprise. »

« With Dynamics 365 and AppSource customers can encourage innovation, increase collaboration and ultimately achieve more with the power of intelligent business apps ». Customers can learn more about Dynamics 365 here and about AppSource here. »

I will look forward in December to see the future of this App Source.

SharePoint and Flow

What if we told you that you have the power to connect all your SharePoint lists and libraries to a host of other apps from Dynamics CRM and Yammer to Dropbox, Mail Chimp, and Twitter? Imagine creating an item in SharePoint whenever a new lead is added in Dynamics or automatically copying files from your Dropbox to a SharePoint document library. Now what if we told you that you could do this in a matter of minutes and with zero lines of code? You’d be tempted to ask if we’re crazy or have had one sleepless night too many in Seattle.

The Microsoft Flow team gives us great pleasure to announce the integration of Microsoft Flow into SharePoint Online lists and libraries. Microsoft Flow is a new workflow tool that enables business users to create automation to receive notifications, synchronize files, and get data between your favorite apps and services, be it on premise or in the cloud. Be sure to check out this and other announcements from the Future of SharePoint conference in San Francisco.

In this post, using a premade flow template, we’re going to walk you through how you can quickly copy new members from a MailChimp member list to a SharePoint Online custom list based on approval via email. We will also be showing you how we are integrating Flow directly into SharePoint lists and libraries and the future of our integration work.

MailChimp to SharePoint Online in a few easy clicks

Let’s imagine that you work for an office supply company called OPENFIELD. Your marketing team manages email campaigns using MailChimp but you want to track your largest accounts in a list in SharePoint Online so that you can have a column for assigning the accounts to specific members of the team, and store additional metadata to add that personal touch to customer outreach.

Let’s create a flow such that whenever a new member is added to a subscriber list in MailChimp, you receive an approval email asking if you want to add this member to the VIP SharePoint Online list. To make things easier, you can just start from this premade template.  Once you open the page, click “Use this template”.

Enter your credentials and click Continue.

Now select a MailChimp member list and configure the Send Approval email step.

Then select your SharePoint Site Url and the list you want to add these members to. In the example below, we use a list named “VIP Customers”, with columns “First Name”, “Last Name”, “Email Address”, and “Account Lead”.

Configure the Create item step for SharePoint such that for every new member in MailChimp, if the approval condition is met, the First Name from MailChimp maps to the First Name column in SharePoint. Map the other values from MailChimp to the columns in SharePoint as appropriate.

Click Create flow and you’re ready to go! Learn more about how to see your flow in action in this post or documentation.

Integrating Flow into SharePoint

We firmly believe that all of our SharePoint customers can benefit greatly by connecting their data in SharePoint to other data sources. While Flow templates are a great start, we want to make the flow even easier (pun very much intended). In an upcoming release to SharePoint, we will be integrating Microsoft Flow directly into your SharePoint lists and libraries. With this update, users will be able to simply click Add flow and select a flow template from a panel. We will automatically carry forward the context of the site and list you’re on into the Flow template that was selected.

Future of the integration

I will continue to invest in some integration efforts with more templates for more services and a more complete experience within SharePoint itself. In addition, the Microsoft Flow Team also plan to enhance the flow authoring experience for SharePoint by:

  • Adding read/write support for Person and Taxonomy column types (currently we have read only support)
  • Enabling look up of multi-value properties such as Single-choice, Multiple-choice, and Lookup columns
  • Adding ways to leverage your existing SharePoint workflows in Microsoft Flow.

Stay tuned for more updates and check out http://flow.microsoft.com/search/?q=SharePoint for all SharePoint focused Flow templates.