Continue Reading Kurt Hatlevik’s Article on their blog

Retail statement trickle feed (public preview)

Retail statements are one of the most important (and complex) processes a retailer have. It’s where the retail sales and transactions are being transformed to become physical and financial transactions so you can see the sales in finance and in inventory. Retail statement calculation and posting have been covered many times in my blog posts…

Blog Syndicated with Kurt Hatlevik’s Permission

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Continue Reading Joel Lindstrom, Shawn Tabor, George Doubinski, Matthew C Anderson, Mark Smi’s Article on their blog

CRM Audio: PPDB: Interview with Michal Guzowski

Michal Guzowski talks about his Delegation Learning app, and 10 things he wished he knew before becoming a #PowerAddict

Blog Syndicated with Joel Lindstrom, Shawn Tabor, George Doubinski, Matthew C Anderson, Mark Smi’s Permission

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Some visuals provide the report consumer with the ability to “Drill Down” to the underlying data, i.e. the individual records or rows in the dataset in Microsoft Power BI.  In this video, I’ll show you this very feature in a Clustered Column Chart.

 
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Continue Reading Belinda Allen’s Article on their blog

Underlying data in Microsoft Power BI Visuals

Some visuals provide the report consumer with the ability to “Drill Down” to the underlying data, i.e. the individual records or rows in the dataset. In this video, I’ll show you this very feature in a Clustered Column Chart. Some visuals provide the report consumer with the ability to “Drill Down” to the underlying data, i.e.

Blog Syndicated with Belinda Allen’s Permission

The post Underlying data in Microsoft Power BI Visuals appeared first on 365 Community.

With Talent you can structure the skills in any way you like. Do you want it complicated with a lot of different nuances or do you want it as simple as possible – it’s your choice. Do you want 9 different levels on each skill or do you want an easier 3 level, it’s up to your company.

Please think about the setup of the skills before you start your project, try and see if it’s usable before you release it to all employees.

The pictures below shows the setup of skills and how it’s registered. You can choose to let your employees register skills on themselves, or let their manager do it. You can also allow the manager to do the registration on behalf of the employees. You can even set up courses in the learning module in Talent (it’s not a full LMS, it’s a backend system for registration, management of attendees, questioners and registration of skills upon completion.) and register skills at the end of the course.

When the setup is done and employees have registered their skills, then you can start using the information. A manager can see their employees and what skills they have

You can do a Skill gap analysis to see if an employee have the skills for a job, this can be used to see if the employee have reached their goals in their probation for their position, or to use in internal recruiting.

For a deeper dive in which employee have what skill, you can do a skill mapping. In a skill mapping you can find the worker or workers that is closest to the profile you are looking for. Skill mapping can be used for forecasting skill necessities. What type of skills do you need new employees to have, or can your existing employers learn the skills.

In this example, we want to ask for feedback about an event from each Contact that attended and has been added to a Marketing List in Dynamics 365 Customer Engagement. Our survey has a custom piped variable called Event, and we are also going to use the standard First Name variable. These have been added to the survey and will be pulled in for each person receiving the request to complete the survey.

Before building the Flow, sign up for Twilio. NOTE: this is in NO WAY a sponsored post, I am not getting anything from Twilio for this, just a cool thing you can do in relation to Forms Pro! Once you have got your account set up, navigate to the Dashboard. You will need your Account SID and Auth Token shortly.

Now let’s look at the Flow. First we need our trigger. This will be from the CDS Connector – ‘When a record is selected’. This will allow us to create an option to run the Flow from a record in CDS. Select the Marketing Lists entity. Our next step is the Get record action. Select the Marketing Lists entity again and then use the Item Identifier of List from the trigger step. We then need to get the List Members by using the list records action, and using the Odata query of _listid_value eq and then the List id from the Get record step.

Now we add a Get record step and get the Contact (or Lead depending on your Marketing List) and use the Entity from the previous step as the Item identifier. Next we add a condition to check to see if the Contact has a mobile phone. You can use this as your query string:

@not(empty(body('Get_matching_Contact')?['mobilephone']))

We do nothing if there isn’t a mobile phone on the record, but if there is we need to use the Create an invitation action from the Forms Pro connector. Select the Survey, then fill out all of the values like you see below. For the Event, we are using the Name of the Marketing List from the original trigger step.

We could go on to the Twilio connector next and add the link we just created directly in to the text message. However, the URL created from the invitation is too long… and although the person receiveing the text will be able to open the survey, the piped variables including their first name and the event name will not be passed through. They will just get {First Name} and {Event} rather than the actual values. So we need to use the Bitly connector and add the Invitation link value in to the URL.

Now we add the Twilio connector. Give the connection a name, then add your Account ID and Access Token.

The From Phone number will be the one set up on the Twilio account. For the To Phone Number use the Mobile Phone from the Get Matching Contact step. You can then use a few sentences, but pull in the First Name and the name of the Marketing List. Finally, make sure you include the shortened link from the Bitly step.

Now from the Marketing List, we can click on Flow and select the Send SMS Survey option.

The Flow will run, and the text message is received with the piped variables of First Name and Marketing List Name.

Clicking on the link then opens the survey on the recipients phone with the correct piped variables.

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

Just a quick overview if you haven’t created a chart before. Create the charts as system charts under the Forms Pro Survey Response entity. Select a view for the chart preview, then give it a name. For this one, I am counting all of the survey responses, then breaking it out by Net Promoter Score, and the actual Survey that was filled out. Save your chart, then publish the entity.

Now if you navigate to the Survey Response entity, and look at a view, you can click on the Show Chart button which will add it to the left of your view. Clicking on the various segments of your chart will filter the results in the view.

Here we can see a chart showing the sentiment by survey. If the responses showed positive, neutral or negative feedback, we can see it easily in this visual.

Next we have the Net Promoter Score by Survey. So based on each response, we can see how many have given a specific number response on an NPS specific question.

And were we can see the overall number of responses received for each of the surveys.

Another option is to add charts to a Contact record. You could do this for Leads, Accounts or any entity that you are using to set regarding on the survey responses. If you aren’t sure how to do this, check out this post on creating account specific dashboards. It’s the same principle. Below we can see responses by survey and sentiment by survey for a specific Contact.

Finally, we can use a combination of charts and views to create a Forms Pro Survey Response Dashboard. Simple! What ideas do you have? How else might you want to see the data using charts?

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

Talent gives you a self-service portal for your employees and managers.

It’s up to you to have a culture where your employees want to edit their own information, you need to show them what’s in it for them. If you use skills and certificates to determine who gets involved in a project or calculate bonus from performance reviews that would be incentive to keep your information updated.

The manager can se information about the employees, get and update skills for the team and request new employees and other important features.

Read more about the Employer Self-Service and the Manager Self-service.

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:

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