Latest imported feed items on All about Dynamics 365 for Talent Latest imported feed items on All about Dynamics 365 for Talent https://thierrysdynamics365fortalent.com/ 2019-09-22T08:42:35+00:00 WP RSS Aggregator https://365community.online/using-power-platform-dataflows-to-get-data-from-a-web-api-into-the-cds-and-a-model-driven-app?utm_source=rss&utm_medium=rss&utm_campaign=using-power-platform-dataflows-to-get-data-from-a-web-api-into-the-cds-and-a-model-driven-app Using Power Platform Dataflows to get data from a Web API into the CDS and a Model-Driven App 2019-09-21T19:22:56.000+02:00 October is knocking on the door which means exiting times from a Power Platform point of view. The 2019 release wave 2 is coming to us. Let us not be washed over, instead let us surf it and have some fun. There are a lot of new features and improvements to discover. This blog post […] The post Using Power Platform Dataflows to get data from a Web API into the CDS and a Model-Driven App appeared first on 365 Community. October is knocking on the door which means exiting times from a Power Platform point of view. The 2019 release wave 2 is coming to us. Let us not be washed over, instead let us surf it and have some fun. There are a lot of new features and improvements to discover.

This blog post will be dedicated to the new (or rather rebranded) feature Dataflows and how you can set up a Dataflow which…

Continue Reading carinaclaesson’s Article on their blog

Using Power Platform Dataflows to get data from a Web API into the CDS and a Model-Driven App

October is knocking on the door which means exiting times from a Power Platform point of view. The 2019 release wave 2 is coming to us. Let us not be washed over, instead let us surf it and have so…

Blog Syndicated with carinaclaesson’s Permission

The post Using Power Platform Dataflows to get data from a Web API into the CDS and a Model-Driven App appeared first on 365 Community.

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Carina Claesson https://365community.online/ dynamics365blogs
https://365community.online/dynamics-365-information-overload-experimental-features-and-georges-new-tesla?utm_source=rss&utm_medium=rss&utm_campaign=dynamics-365-information-overload-experimental-features-and-georges-new-tesla Dynamics 365 information overload, experimental features, and George's new Tesla 2019-09-21T15:24:07.000+02:00 Time for a CRM Audio episode with George Doubinski, Shawn Tabor, and Joel Lindstrom (brought to you by ClickLearn). In this week’s episode we talk about the following topics: George’s new Tesla Death of classic UI Wave 2 release schedule Getting ready for Power Platform 24 Dealing with information overload Upcoming conferences Differences between CDS […] The post Dynamics 365 information overload, experimental features, and George's new Tesla appeared first on 365 Community. Time for a CRM Audio episode with George Doubinski, Shawn Tabor, and Joel Lindstrom (brought to you by ClickLearn). In this week’s episode we talk about the following topics:

  • George’s new Tesla
  • Death of classic UI
  • Wave 2 release schedule
  • Getting ready for Power Platform 24
  • Dealing with information overload
  • Upcoming conferences
  • Differences between CDS connector and Current Environment…

Continue Reading Joel Lindstrom’s Article on their blog

CRM Audio: Dynamics 365 information overload, experimental features, and George’s new Tesla

Time for a CRM Audio episode with George Doubinski, Shawn Tabor, and Joel Lindstrom (brought to you by ClickLearn).

Blog Syndicated with Joel Lindstrom’s Permission

The post Dynamics 365 information overload, experimental features, and George's new Tesla appeared first on 365 Community.

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CRMAudio https://365community.online/ dynamics365blogs
https://365community.online/referencing-records-when-using-the-common-data-service-current-environment-connector?utm_source=rss&utm_medium=rss&utm_campaign=referencing-records-when-using-the-common-data-service-current-environment-connector Referencing records when using the Common Data Service (current environment) connector 2019-09-21T13:35:02.000+02:00 The CDS (current environment) connector is the newer version of the two CDS connectors that are available. It has nice new features such as a Create/Update/Delete trigger, support for Service Principals in solution aware Flows and some smaller features in its different actions. It’s the go-to connector to use in solution aware Flows. Despite all […] The post Referencing records when using the Common Data Service (current environment) connector appeared first on 365 Community. The CDS (current environment) connector is the newer version of the two CDS connectors that are available. It has nice new features such as a Create/Update/Delete trigger, support for Service Principals in solution aware Flows and some smaller features in its different actions. It’s the go-to connector to use in solution aware Flows.

Despite all the improvements, the connector has also…

Continue Reading Antti Pajunen’s Article on their blog

Referencing records when using the Common Data Service (current environment) connector

The CDS (current environment) connector is the newer version of the two CDS connectors that are available. It has nice new features such as a Create/Update/Delete trigger, support for Service Principals in solution aware Flows and some smaller features in its different actions. It’s the go-to connector to use in solution aware Flows.

Blog Syndicated with Antti Pajunen’s Permission

The post Referencing records when using the Common Data Service (current environment) connector appeared first on 365 Community.

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Antti Pajunen https://365community.online/ dynamics365blogs
https://meganvwalker.com/custom-insight-cards-for-net-promoter-score-feedback/ Custom Insight Cards For Net Promoter Score Feedback 2019-09-19T10:00:38.000+02:00 In a previous post, we looked at creating Custom Insight Cards for Sentiment Feedback. Another idea for a custom action card would be to inform a Contact Owner or an Account Owner when Net Promoter Score (NPS) feedback has been received from a Forms Pro Survey response. First, make sure you have a survey that... In a previous post, we looked at creating Custom Insight Cards for Sentiment Feedback. Another idea for a custom action card would be to inform a Contact Owner or an Account Owner when Net Promoter Score (NPS) feedback has been received from a Forms Pro Survey response.

First, make sure you have a survey that has the NPS question on it. We are then going to use Microsoft Flow to create our action card. The first step is the trigger for when a new survey response is created. We are then going to add a condition to check to make sure the respondent email address field doesn’t contain anonymous. If it does, we don’t know who the person is, so we don’t want a card created. We also want to make sure the NPS Score field isn’t empty.

If both conditions are met, we head down the Yes path. First add a Compose action. We are going to ‘map’ the NPS responses so we know if they are a Promoter, Passive or a Detractor. To do this, we add the following Expression you see below. If the NPS Score is greater than or equals 9, it is a Promoter. If it’s less than or equal to 6, it’s a Detractor, and if it’s neither of those, it must be a Passive. We will use this information later on on the custom card.

if(greaterOrEquals(triggerBody()?['msfp_npsscore'],9),'😊 Promoter',
if(lessOrEquals(triggerBody()?['msfp_npsscore'],6),'🙁 Detractor',
'😐 Passive'))

Now we will get the survey using the survey from the survey response record as the item identifier.

Next we will add Convert time zone action to get the date of the survey response in the format we want to use in the custom card.

Next we use a list records CDS action step to get the sender of the Survey Response. The participationtypemask value for this is 1, and we use the activityid from the initial trigger step.

_activityid_value eq @{triggerBody()?['activityid']} and participationtypemask eq 1

Now we use the Party id as the item identifier on a Get record CDS action to get the Contact linked to the Survey response.

Now the fun part, the custom insight card. 🙂 – search for the Dynamics 365 Sales Insights connector, and select the action to ‘Create card for assistant’. Give the card a name, and then a title. In the title we will use the output from the compose step where we mapped the different NPS types. In the Description we have used the name of the Contact, the time the response was received and the name of the survey submitted. For the action we want users to be able to open the survey response from the card. The action input will be the activity id, the regarding will be the contact id, and we will display it to the Owner of the Contact record. The start date will be the converted time we created so it will show immediately.

Go back to the Get Contact From Party step, and click on the plus button again, this gives us the option to add a parallel branch. Now we can add a condition to check if the Contact is linked to an Account. Use Company Name is equal to null. If yes, do nothing because it means the Contact isn’t linked to an Account.

If no, we will add a get record step to get the Account using the Company Name from the Contact record as the item identifier. We will then create another custom card. For this one you could display it to the Account Manager for example, and add different information in the description and/or title.

Here we can see our two new custom cards created under the Relationship Assistant icon in D365CE (the light bulb). How cool is that? Even better that we have emojis 😉

Want to just watch how to do this? Check out the video below:

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Megan V. Walker https://meganvwalker.com/ Megan V. Walker
https://powerapps.microsoft.com/fr-fr/blog/whats-new-in-dataflows-and-data-integration-september-2019/ What’s New in Dataflows and Data Integration – September 2019 2019-09-19T10:00:00.000+02:00 We’ve released lots of new features and enhancements to our Data Integration capabilities in PowerApps recently, enabling users to seamlessly connect to, transform and combine data from a wide range of data sources and load it into the Common Data Service, from where it can be used for creating apps, automated flows or analytics. We’ve released lots of new features and enhancements to our Data Integration capabilities in PowerApps recently, enabling users to seamlessly connect to, transform and combine data from a wide range of data sources and load it into the Common Data Service, from where it can be used for creating apps, automated flows or analytics.

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https://powerapps.microsoft.com/fr-fr/blog/ powerapps.microsoft.com
https://meganvwalker.com/custom-insight-cards-for-sentiment-feedback/ Custom Insight Cards For Sentiment Feedback 2019-09-18T10:05:22.000+02:00 If you haven’t ever used the Relationship Assistant in Dynamics 365 Customer Engagement, why ever not? As per Microsoft Action cards help keep you up to date with your work in Dynamics 365 for Sales, letting you know when you need to follow up on an email, attend a meeting, and much more. You can find out... If you haven’t ever used the Relationship Assistant in Dynamics 365 Customer Engagement, why ever not? As per Microsoft Action cards help keep you up to date with your work in Dynamics 365 for Sales, letting you know when you need to follow up on an email, attend a meeting, and much more. You can find out more here. The biggest and one of the coolest things, you can create Custom Insight Cards.

First, make sure you have a survey that has some text questions on it. We are then going to use Microsoft Flow to create our action card. The first step is the trigger for when a new survey response is created. We are then going to add a condition to check to make sure the respondent email address field doesn’t contain anonymous. If it does, we don’t know who the person is, so we don’t want a card created. We also want to make sure the Sentiment field isn’t empty.

If both conditions are met, we head down the Yes path. First add a Compose action. We are going to ‘map’ the Sentiment responses so we know if the overall sentiment was Positive, Negative or Neutral. To do this, we add the following Expression you see below. If the Sentiment value is 647390002 that is Negative, if it’s 647390001 it’s Neutral, and if neither of those, it must be Positive. We can also add in some emojis! 🙂 We will use this information later on the custom card.

if(equals(triggerBody()?['msfp_sentiment'],647390002),'👎 Negative',
if(equals(triggerBody()?['msfp_sentiment'],647390001),'Neutral',
'👍 Positive'))

Now we will get the survey using the survey from the survey response record as the item identifier.

Next we will add Convert time zone action to get the date of the survey response in the format we want to use in the custom card.

Next we use a list records CDS action step to get the sender of the Survey Response. The participationtypemask value for this is 1, and we use the activityid from the initial trigger step.

_activityid_value eq @{triggerBody()?['activityid']} and participationtypemask eq 1

Now we use the Party id as the item identifier on a Get record CDS action to get the Contact linked to the Survey response.

Now the fun part, the custom insight card. Search for the Dynamics 365 Sales Insights connector, and select the action to ‘Create card for assistant’. Give the card a name, and then a title. In the title we will use the output from the compose step where we mapped the different Sentiment types. In the Description we have used the name of the Contact, the time the response was received and the name of the survey submitted. For the action we want users to be able to open the survey response from the card. The action input will be the activity id, the regarding will be the contact id, and we will display it to the Owner of the Contact record. The start date will be the converted time we created so it will show immediately.

Here we can see our two new custom cards created under the Relationship Assistant icon in D365CE (the light bulb). How cool is that? 

Want to just watch how to do this? Check out the video below:

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Megan V. Walker https://meganvwalker.com/ Megan V. Walker
https://powerapps.microsoft.com/fr-fr/blog/powerapps-checker-now-includes-app-checker-results-for-canvas-apps-in-solutions/ PowerApps checker now includes App checker results for Canvas apps in solutions 2019-09-18T03:46:28.000+02:00 Use PowerApps checker to see a list of potential issues in your Canvas apps. Use PowerApps checker to see a list of potential issues in your Canvas apps.

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https://powerapps.microsoft.com/fr-fr/blog/ powerapps.microsoft.com
https://malinsdynamics365fortalent.com/2019/09/17/why-talent-leave-and-absence-registration/ Why Talent? Leave and absence registration 2019-09-17T15:18:55.000+02:00 In Dynamics 365 for Talent you can set up leave and absence plans that employees be added to, so that they can register time off. You can set up the plans as you want, to get a Talent with leave and absence plans suited for your company. As HR you can se information about each… Continue reading Why Talent? Leave and absence registration In Dynamics 365 for Talent you can set up leave and absence plans that employees be added to, so that they can register time off.

You can set up the plans as you want, to get a Talent with leave and absence plans suited for your company.

Leave and absence plans
Leave and absence plans

As HR you can se information about each employee and how much time they have available and how much time they have taken.

Leave and absence workspace
Leave and absence workspace

A manager gets full overview of their employees leave and absence in the manager portal

Manager leave and absence
Manager leave and absence

You can see some analytics about leave and absence.

Leave and absence analytics
Leave and absence analytics

The employees can register absence and apply for leave on their self service portal.

Request time off

Read more about leave and absence in Dynamics 365 for Talent.

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Malin Donoso Martnes https://malinsdynamics365fortalent.com/ malinsdynamics365fortalent.com
https://malinsdynamics365fortalent.com/2019/09/10/why-talent-register-all-benefits-for-employees/ Why Talent? Register all benefits for employees 2019-09-10T09:37:05.000+02:00 This post gives you the overview of the benefit management in Dynamics 365 for Talent. How many people is eligible for a company car? Which employee have cell phone covered by your company?

Use Talent to get a full overview over all benefits in the company and the benefits for each employee.

You can see how many employees are enrolled in each benefit, and you can add new employers if they are eligible for the benefit. With the benefit rules you don’t have to worry about enrolling people that aren’t eligible for the benefit, the benefit eligibility rule makes it so that you can’t add people that aren’t eligible for the benefit.

Benefit management
Benefit management
Benefit management analytics
Benefit management analytics

You can read more about the benefit management and how you set it up.

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Malin Donoso Martnes https://malinsdynamics365fortalent.com/ malinsdynamics365fortalent.com
https://powerofcommunity.show/2019/08/22/episode-1/ 1. Joe Griffin, Craig Seymour, Megan Walker and Malin Donoso Martnes 2019-08-22T14:05:02.000+02:00 Welcome to the first episode of The Power of Community Show! In this episode, I sat down with four shining stars of the Dynamics 365 community to learn a little more about them, the things that they’re currently interested in and working on, and where you can get to see them at upcoming events. This […] Welcome to the first episode of The Power of Community Show!

In this episode, I sat down with four shining stars of the Dynamics 365 community to learn a little more about them, the things that they’re currently interested in and working on, and where you can get to see them at upcoming events.

This episode was recorded on 14th August 2019.

If you’d like to learn more about my guests, have a look at the following:

Mentioned in this episode:

Events

Videos

Did I miss anything?

I hope you enjoyed this episode! Look out for the next one coming in September.

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Andrew Bibby https://powerofcommunity.show/ The Power of Community Show
https://community.dynamics.com/365/b/webinars/posts/sales-collaboration-using-dynamics-365-and-microsoft-teams Sales Collaboration using Dynamics 365 and Microsoft Teams with Cindy Liu 2019-08-19T07:00:00.000+02:00 Sales Collaboration using Dynamics 365 and Microsoft Teams! Cindy Liu demos the seamless collaboration experience with Microsoft Teams and Dynamics 365 integration. Dynamics 365 for Microsoft Teams in...(read more) read more)]]> Community Manager https://community.dynamics.com/365/b/webinars Microsoft Dynamics 365 Webinars http://www.tomstalentblog.co.uk/2019/08/01/cutting-over-to-attract/ Cutting over to Attract 2019-08-01T19:18:23.000+02:00 I haven’t written much about the Talent apps in this blog so far, mainly because there’s plenty in Core to keep us all busy. Today though I’ve been planning a customer cutover from their existing ATS to Attract, and it prompted a few questions and some testing. I’m recording the outcomes here so me and… Read More » I haven’t written much about the Talent apps in this blog so far, mainly because there’s plenty in Core to keep us all busy. Today though I’ve been planning a customer cutover from their existing ATS to Attract, and it prompted a few questions and some testing. I’m recording the outcomes here so me and the SAGlobal Talent team can refer back to it later, but it might be of interest to anyone planning a cutover.

It concerns this scenario:

The customer has a live ATS (I won’t say which one) with a number of active vacancies and corresponding applications. We’re building a cutover plan that sees live applications transferred into Talent. The existing ATS has its own identity manager (users create an account with email address and password), whereas Talent uses the Google/Microsoft/LinkedIn/Facebook identity management options. The question being asked was – how does the authentication process work for users who haven’t applied directly themselves through Talent?

To answer the question I tested a few things.

First of all – I manually created an application against a job, entering an email address that had already been used to apply directly for a job in Talent. It’s an iCloud.com email address which can authenticate using different passwords into both Google and Microsoft’s ID managers. To apply for the previous role I’d used the Google IDM. When I logged on to Attract directly with the Google IDM, I could only see the previous application, not the new one which had been manually added with the same email address. This tells me that the applications are saved against the authentication method, not just the email address.

I then access the mailbox associated with that email address, and found the ‘we’ve received your application’ email. I’m using an on-tenant service account to send this email, and iCloud sent it to my junk folder. Noted for future reference but not a huge problem for this testing. I clicked the link to Talent that’s included in that email and used the Google IDM to authenticate into Talent. Sure enough, I could then see both applications. The old one that I’d applied for directly and the new one that had been manually added to the same email address.

To test my theory that applications are linked to authenticated users not purely email addresses, I tried something else. I wondered what would happen if I clicked the link in the application confirmation email and authenticated in using a valid ID, but one based on a different email address to the one entered against the application. When I tried it I received the following error:

Screenshot of authentication error

So… what I’ve learned from this is:

  • You can upload applications which are active at the point of cutover from your existing ATS
  • Applicants will be able to log in and use the portal as though they had applied online themselves
  • They must authenticate into Talent with the same email address that you upload against the application
  • That email address can use any of the ID managers provided, but the same ID management option must be used each time

 

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Tom https://www.tomstalentblog.co.uk/ Tom's Talent Blog
http://www.tomstalentblog.co.uk/2019/07/12/whats-new-use-organisation-service-accounts-to-send-emails-from-attract/ What’s new – Use organisation service accounts to send emails from Attract 2019-07-12T13:23:08.000+02:00 Tom https://www.tomstalentblog.co.uk/ Tom's Talent Blog