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/ 2020-03-11T04:47:17+00:00 WP RSS Aggregator https://365community.online/march-17th-with-steve-mordue-and-mark-smith-youtube?utm_source=rss&utm_medium=rss&utm_campaign=march-17th-with-steve-mordue-and-mark-smith-youtube March 17th with Steve Mordue and Mark Smith – YouTube 2020-03-10T19:49:24.000+01:00 Join us on our weekly catch up call, live from the US and New Zealand. We will be discussing a range of topics that may include: Microsoft Microsoft Business Applications Dynamics 365 Office 365 Azure Power Platform PowerApps Flow Power BI Artificial Intelligence Mixed Reality Current Events Observations Mark Smith – nz365guy Website: https://www.nz365guy.com LinkedIn: https://www.linkedin.com/in/nz365guy […] The post March 17th with Steve Mordue and Mark Smith – YouTube appeared first on 365 Community.

Join us on our weekly catch up call, live from the US and New Zealand. We will be discussing a range of topics that may include:

Microsoft
Microsoft Business Applications
Dynamics 365
Office 365
Azure
Power Platform
PowerApps
Flow
Power BI
Artificial Intelligence
Mixed Reality
Current Events
Observations

Mark Smith – nz365guy

Website: https://www.nz365guy.com
LinkedIn: https://www.linkedin.com/in/nz365guy
Twitter: https://twitter.com/nz365guy
Instagram: https://www.instagram.com/nz365guy
Facebook: https://www.facebook.com/nz365guy
YouTube:  https://www.youtube.com/nz365guy

Steve Mordue

Website: https://www.stevemordue.com
LinkedIn: https://www.linkedin.com/in/stevemordue
Twitter: https://twitter.com/stevemordue
Facebook: https://www.facebook.com/stevemordue
YouTube:  https://www.youtube.com/channel/UC6d-D8ONRcU_AqRvSI8aBRw

source

The post March 17th with Steve Mordue and Mark Smith – YouTube appeared first on 365 Community.

]]>
NZ365Guy https://365community.online/feed/ dynamics365blogs
https://365community.online/family-community-and-work-background-and-technical?utm_source=rss&utm_medium=rss&utm_campaign=family-community-and-work-background-and-technical Family, community and work – background and technical 2020-03-10T19:00:20.000+01:00 Some time ago I was talking with someone at an event, we talked about traveling in work and about family. I told him I was going to Scottish Summit and MVP Summit in Seattle, but I didn’t think I was going to User Group Summit in Barcelona, because that would mean to much time away […] The post Family, community and work – background and technical appeared first on 365 Community. Some time ago I was talking with someone at an event, we talked about traveling in work and about family. I told him I was going to Scottish Summit and MVP Summit in Seattle, but I didn’t think I was going to User Group Summit in Barcelona, because that would mean to much time away from my family in a short amount of time. He said that he used to travel a lot, and that he never felt bad about…

Continue Reading Malin Donoso Martnes’s Article on their blog

Family, community and work – background and technical

Some time ago I was talking with someone at an event, we talked about traveling in work and about family. I told him I was going to Scottish Summit and MVP Summit in Seattle, but I didn’t think I was going to User Group Summit in Barcelona, because that would mean to much time away from my family in a short amount of time.

Blog Syndicated with Malin Donoso Martnes’s Permission

The post Family, community and work – background and technical appeared first on 365 Community.

]]>
Malin Donoso Martnes https://365community.online/feed/ dynamics365blogs
https://malindonosomartnes.com/2020/03/10/family-community-and-work-background-and-technical/ Family, community and work – background and technical 2020-03-10T19:00:20.000+01:00 This post is the background and technical setup of the survey "Family, community and work." Some time ago I was talking with someone at an event, we talked about traveling in work and about family. I told him I was going to Scottish Summit and MVP Summit in Seattle, but I didn’t think I was going to User Group Summit in Barcelona, because that would mean to much time away from my family in a short amount of time. He said that he used to travel a lot, and that he never felt bad about being a lot away from home. Others I have talked with have said the same, but the common nominator was always that they were men. This gave me a bunch of questions:

  • Is it really a big difference between a woman and a man traveling a lot for work?
  • How is this seen upon in the community.
  • How much do others travel for work and community?
  • Is it a big difference if you have kids or not?
  • How do people feel when they leave home?
  • Is there a big difference on MVPs, the ones wanting to become MVPs and others?
  • Do people think there are big differences between genders and traveling?

Forms Pro

The survey

For creating the survey I used Forms Pro.

The questions was:

  1. Gender
  2. Do you have kids. This question lead to a branching and 2 extra questions.
    1. Ages of youngest child
    2. Are you a single parent?
  3. What’s the worst about being away from home. This question was actually two questions where the alternatives was different for those that had kids, then for those without kids.
  4. How do you feel about: Being away from family, Leaving the kid(s) and The extra burden on partner.
  5. Are you an MVP
  6. How many days away from home (over night), for community and/or work did you have the last year?
  7. How many events did you attend the last year? (Local and abroad)
  8. Do you think there a difference between genders, in general, when it comes to traveling?

Thank you to all 171 persons answering the survey, you all used under 2 min in average to answer.

Next post will be the actual results I know some of you are looking forward to!

]]>
Malin Donoso Martnes https://malinsdynamics365fortalent.com/feed malinsdynamics365fortalent.com
https://365community.online/best-practice-for-moving-d365fo-security-between-environments?utm_source=rss&utm_medium=rss&utm_campaign=best-practice-for-moving-d365fo-security-between-environments Best Practice for Moving D365FO Security Between Environments 2020-03-10T18:36:58.000+01:00 One of the questions I get quite often is now that I know that security created/modified from the AOT is stored differently than security created/modified from the user interface, what is the best way to move security between environments effectively and ensure the validity of the tested security in each environment? Treat Security as Code […] The post Best Practice for Moving D365FO Security Between Environments appeared first on 365 Community. One of the questions I get quite often is now that I know that security created/modified from the AOT is stored differently than security created/modified from the user interface, what is the best way to move security between environments effectively and ensure the validity of the tested security in each environment?

Treat Security as Code

What I mean by this is that your security should go…

Continue Reading Alex’s Article on their blog

Best Practice for Moving D365FO Security Between Environments | Alex Meyer

One of the questions I get quite often is now that I know that security created/modified from the AOT is stored differently than security created/modified from the user interface, what is the best way to move security between environments effectively and ensure the validity of the tested security in each environment?

Blog Syndicated with Alex’s Permission

The post Best Practice for Moving D365FO Security Between Environments appeared first on 365 Community.

]]>
Alex Meyer https://365community.online/feed/ dynamics365blogs
https://community.dynamics.com/thread/382746?ContentTypeID=0 Talent seems to have a lot of bugs lately 2020-03-10T10:01:03.000+01:00 Hello fellow consultants, We are facing major issues (probably bugs) lately with Human Resources (ex. Talent).  A. It doesn't allow us to access the People tab. - receiving an error message attached below.  B. It doesn't allow us to submit a ticket for this issue  C. It changes the names of employees and no matter how many times we change them, , after a while, it converts it back to the one that has been saved before.  Anyone else facing any of the following issues? How should we deal with this matter if it doesn't allow us to submit a ticket to Microsoft?  Thanks, MK Hello fellow consultants,

We are facing major issues (probably bugs) lately with Human Resources (ex. Talent). 

A. It doesn't allow us to access the People tab. - receiving an error message attached below. 

B. It doesn't allow us to submit a ticket for this issue 

C. It changes the names of employees and no matter how many times we change them, , after a while, it converts it back to the one that has been saved before. 

Anyone else facing any of the following issues? How should we deal with this matter if it doesn't allow us to submit a ticket to Microsoft? 

Thanks,

MK

]]>
maria kartou https://community.dynamics.com/365/talent/f/dynamics-365-for-talent-forum/rss Dynamics 365 Talent Forum
https://meganvwalker.com/using-the-locale-variable-to-send-multilingual-emails-surveys/ Using The Locale Variable To Send Multilingual Emails & Surveys 2020-03-10T09:30:00.000+01:00 Using variables in your Forms Pro surveys is essential when creating a personalised experience for your respondents. There are so many ways to use them to display data in both email templates and surveys, but they can also be used to determine which language to display the survey in on a person by person basis.... Using variables in your Forms Pro surveys is essential when creating a personalised experience for your respondents. There are so many ways to use them to display data in both email templates and surveys, but they can also be used to determine which language to display the survey in on a person by person basis. Thanks to Henrik Kappel from Wikap for prompting me to write this one. The locale variable is relatively new, and I just hadn’t got around to writing about it yet, and he sent me an email with his findings, so this post is a combination of that and some extra stuff that might be helpful. In this post, we will use the locale variable to send a survey to a recipient using a specific template and survey language based on a field on their Contact record.

The first thing we need is the locale variable in our survey. For any new surveys created, this is added as standard, although it can be removed. If you want to add this to an older survey, just add a new variable with the name of locale. You need to set a default, so you can just add in the language code for your environment or survey default language.

Next, make sure you have your survey set up with your additional languages translated. There is a great featured which allows you to edit all of the translations via a download at once and import them back in with an Excel file. Another bonus, if you are not sure what the language codes are, you will find them in the download file.

Next, create all of your email templates in your various languages.

Now we need a way to determine the preferred language for each customer. In this example, I am using a Common Data Service (CDS) environment, which for those of you in the Dynamics world, is going to be the same thing. Add an Option Set field, and then add your languages. You will need to make a note of the value for each option. Assuming you aren’t behind the times and using the classic (a.k.a. old) way of editing things, you can get the value by clicking on the ellipsis and then view more next to each value. Copy the values, but remove the commas from them. If you are using SharePoint, you can still do this, but won’t need any value. Although it might be tempting to put the language code, many users may not know what they relate to, so sticking with the full word makes more sense.

Next we need to create a flow in Power Automate. I wrote about how to add trigger conditions to your flows here, so start off your flow with this in mind so it only runs when certain logic applies. This flow will run on the update of a case record, but only when the status code is 5, which means resolved. Your trigger can be anything, this is purely an example.

The first action will be to get the Contact linked to the Case. After that we can get the preferred language from the Contact. In order to determine which language code that should be, we will do a Compose step with an expression that will set the correct language code based on the value from the Preferred Language option set added to CDS. Below you can see the code used in this example. Review it, and then modify as needed to work for your own field name and values.

if(equals(outputs('Get_Contact')?['body/mvw_preferredlanguage'],916780001),'fr',
if(equals(outputs('Get_Contact')?['body/mvw_preferredlanguage'],916780002),'de',
if(equals(outputs('Get_Contact')?['body/mvw_preferredlanguage'],916780003),'es',
'en-gb')))

Now we are going to set the correct email template to send based on the Preferred Language on the Contact. Add in the Send a survey action from the Forms Pro connector. Fill out the fields, and select the survey. Pick one of the email templates that you want to send. Then, click on the ellipsis from the top right of this action, and click on Peek code.

Here we can see the EmailTemplateId for the template we selected. Copy just the id (the part in between the quotes) and paste it into notepad. Now go back and change the template to the next language, and walk through the steps again until you have grabbed all of the email template ids.

Now use the expression created for the language code, and replace the code with the corresponding id. So, instead of having if(equals(outputs(‘Get_Contact’)?[‘body/mvw_preferredlanguage’],916780001),’fr’, you might have if(equals(outputs(‘Get_Contact’)?[‘body/mvw_preferredlanguage’],916780001),’ade98cb4-0d53-4fc3-ba0d-abaa147acd55′ instead. Add your new expression for the email templates in to another Compose action step in the flow, above the Send a survey step.

Finally, go back to the Send a survey step, and set the two outputs into the Email template and locale values respectively.

Close a case, and the flow should run. Here we have an email template in German based on that language being selected on the Contact record.

Clicking on the link takes us to the survey, also in German. The respondent can always change the language from the dropdown at the top right of the survey if they wish, but using the locale option means it doesn’t matter what their browser language settings are, you can set the language of the survey for them.

Want to just watch how to do this? Check out the video: https://youtu.be/IWxCx4osakI

]]>
Megan V. Walker https://meganvwalker.com/feed/ Megan V. Walker
https://powerapps.microsoft.com/fr-fr/blog/crisis-communication-a-power-platform-template/ Crisis Communication: a Power Platform template 2020-03-04T18:15:32.000+01:00 On Monday, as news of COVID-19 cases spread globally, we pulled together a team to help customers coordinate their own information sharing and team collaboration in response to evolving conditions in times of crisis. Today, less than 48 hours later, we’re releasing the first version of that solution for any customer organization to quickly implement. On Monday, as news of COVID-19 cases spread globally, we pulled together a team to help customers coordinate their own information sharing and team collaboration in response to evolving conditions in times of crisis.

Today, less than 48 hours later, we’re releasing the first version of that solution for any customer organization to quickly implement.

]]>
https://powerapps.microsoft.com/fr-fr/blog/feed powerapps.microsoft.com
https://meganvwalker.com/triggering-power-automate-for-a-specific-survey/ Triggering Power Automate For A Specific Survey 2020-03-04T17:04:48.000+01:00 If you have been using Forms Pro for any length of time, you should know that the power of the survey tool lies in the ability to run flows to send survey invitations and to run flows when survey responses are received. Your flows to send out the invites should be set up when specific... If you have been using Forms Pro for any length of time, you should know that the power of the survey tool lies in the ability to run flows to send survey invitations and to run flows when survey responses are received. Your flows to send out the invites should be set up when specific things occur in your databases (CDS/D365CE) or SharePoint lists, but what about when responses are received? Do you really want those flows running potentially thousands of times? Let’s look at how we can add trigger conditions to make sure we only run a flow when the survey response is linked to a specific survey.

In the past, when creating flows to run when a new survey response is received, I have done something similar to the flow below, getting the survey the response is related to, and then checking against the NAME or the ID of the survey. While these work, it does mean the flow runs EVERY SINGLE TIME there is a new response, regardless of the survey.

Instead, we can add in a trigger condition. Add the usual trigger of when a new Forms Pro survey response is created. Then, click on the ellipsis at the top right of the flow step, and then on Settings.

At the bottom of the settings area, we can add in a trigger condition. We are checking to make sure that the survey id from the survey response equals a specific id. If it doesn’t the flow will not even run.

Here is the expression needed.

@equals(triggerBody()?['_msfp_surveyid_value'], 'ef893088-9046-ea11-a812-000d3a86d545')

So how do we even get the id? If you have access to a model drive Power App (D365CE, naked CDS), you can navigate to your Forms Pro survey records, then use the Export to Excel option and download the list of records. From there, unhide the first few columns and you can access the id you need for the expression above.

What if you don’t have access to a Power App and can’t get to the ID? Simple. Create a new flow in Power Automate, and add your initial trigger step that will run when a new Forms pro survey response is created. Add in a compose action, and use the Survey (Value) from the trigger. Now go ahead and fill out your survey.

Once you have completed the survey, open up the flow which should have run successfully. From the Compose step, you now have access to the ID you need. You can remove the Compose step now if you wish, and just continue on with the rest of your flow, and add in whatever it is you want to do.

Should you want to have a flow trigger on one or more various surveys, you can use @or at the start and combine a few values in the trigger condition.

@or(equals(triggerBody()?['_msfp_surveyid_value'], 'ef893088-9046-ea11-a812-000d3a86d545'),equals(triggerBody()?['_msfp_surveyid_value'], '26301e92-7829-ea11-a810-000d3a86d545'))
]]>
Megan V. Walker https://meganvwalker.com/feed/ Megan V. Walker
https://malindonosomartnes.com/2020/03/03/scottish-summit-summary/ Scottish Summit – summary 2020-03-03T11:14:43.000+01:00 Summary for the epic Scottish Summit
  • Stats from the event
  • Stats from the event

We are just done with one incredible weekend in Glasgow for Scottish Summit. This is one of the best events I have ever attended! Well organized and a crazy amount of people in one day.

Keynote

The two great guys behind the entire event, Iain Connolly and Mark Christie kicked off the event looking amazing in Scottish Summit custom kilts!

Iain Connolly and Mark Christie
Big crowd for the event

Next was Jon Levesque entering for the keynote, and what a way to enter! In the keynote he spoke of the importance of community and what we can accomplish when we work together as a community.

HR killed Talent!

Thank you Jonas Rapp for the picture!

After the keynote it was time for my own presentation. It was a session with a lot of questions. A big thank you to everyone that came, I had a blast!

HR killed Talent! Scottish SummitDownload

Personalise your marketing with D365 Marketing

Dilyana Radulova

Dilyana Radulova held a very good session on Dynamics 365 Marketing. She showed how you could use he system and how you can personalise you message to different people.

30% tech v 70% PEOPLE = Success of your project

Janet Robb

Janet Robb held my favourite session of the day. She talked about the importance of focusing on the people of a project, they are the reason why a project would be a success or a failure! Important talk from a great speaker!

The Diary of a CRM migration

Mike – Hart of the Midlands – Hartley

I’ve followed Mike Hartley since we were on the mentoring challenge from Mark Smith summer 2019 together. It was great seeing him speak on a topic he was very passionate about, great talk!

Should you be a storyteller?

Ana Demeny

Ana Demeny expertly led us through what it meant to be a storyteller and gave some good tips on where to learn and how telling a story can help you in you every day work, not just when holding a session.

Turn your project plans into compelling story maps that win projects almost every time

Neil Benson

If you ever need to present a 90 minute session in 45 minutes you need to speak at the speed of light – and that’s exactly what Neil Benson did for his session. Neil traveled all the way from Australia to be part of this epic event. It was great hearing about the way he works with projects!

Managing and Marketing Scottish Summit using ClickDimensions?

Emma D’arcy

The super enthusiastic Emma D’Arcy showed how she used ClickDimensions to run the marketing for Scottish Summit. It’s a great way to see how you can utilize ClickDimensions the right way.

Social

One of the best things about this community are the people in it. There are so many amazing people that I’m happy to call my friends. Speaker dinner, pub quiz, after party and about a million hugs, there still wasn’t enough time!

  • Iain Connolly at the speaker dinner
  • Thomas Sandsør and I are on our way
  • A big crowd of speakers
  • Jon Levesque closing the event
  • On my way from a sunny Oslo
  • Even the Tardis made an appearance

A massive thank you to Iain Connolly and Mark Christie for arranging this event, I know it has taken a crazy amount of time and effort and I really appreciate being a part of this!

]]>
Malin Donoso Martnes https://malinsdynamics365fortalent.com/feed malinsdynamics365fortalent.com
https://changethework.com/prospective-metiers-rh-cnes/?utm_source=rss&utm_medium=rss&utm_campaign=prospective-metiers-rh-cnes Prospective des métiers RH au CNES 2020-03-02T08:12:00.000+01:00 Le centre national d’étude spatiale (CNES) a récemment débuté sa démarche sur la prospective des métiers RH. En effet, cette entreprise composée de 2 400 collaborateurs, répartis dans quatre sites différents, souhaite pouvoir définir l’évolution des métiers qui composent leur organisation. Le but de cette démarche Cette prospective métiers n’est pas venue de nulle part, […] The post Prospective des métiers RH au CNES appeared first on Change the work. Le centre national d’étude spatiale (CNES) a récemment débuté sa démarche sur la prospective des métiers RH. En effet, cette entreprise composée de 2 400 collaborateurs, répartis dans quatre sites différents, souhaite pouvoir définir l’évolution des métiers qui composent leur organisation. Le but de cette démarche Cette prospective métiers n’est pas venue de nulle part, […]

The post Prospective des métiers RH au CNES appeared first on Change the work.

]]>
Léa Fompérie https://changethework.com/rss ChangeTheWork
https://powerapps.microsoft.com/fr-fr/blog/announcing-the-public-preview-of-canvas-components-and-power-apps-component-framework/ Announcing the public preview of canvas components and Power Apps component framework 2020-02-27T16:53:49.000+01:00 Today, the Power Apps team is excited to announce the public preview for two core canvas apps UI extensibility areas – Canvas components and Power Apps component framework. Both these features contribute directly towards Power Apps mission – Empower every developer to do more. Today, the Power Apps team is excited to announce the public preview for two core canvas apps UI extensibility areas – Canvas components and Power Apps component framework. Both these features contribute directly towards Power Apps mission – Empower every developer to do more.

]]>
https://powerapps.microsoft.com/fr-fr/blog/feed powerapps.microsoft.com
https://community.dynamics.com/365/b/webinars/posts/power-apps-component-framework-and-what-it-means-to-dynamics-365-with-ivan-ficko Power Apps Component Framework and what it means to Dynamics 365 with Ivan Ficko 2020-02-20T07:00:00.000+01:00 In this video, we bring MVP Ivan Ficko to a webinar to talk about Power Apps Component Framework. If you have ever lamented over the limitations of custom form controls in Microsoft Dynamics 365, we ...(read more) read more)]]> Community Manager https://community.dynamics.com/365/b/webinars/rss Microsoft Dynamics 365 Webinars https://readyxrm.blog/2020/02/13/mass-edit-currency-fields-in-model-driven-power-apps-including-dynamics-365/ Mass Edit Currency Fields in Model-Driven Power Apps (including Dynamics 365) 2020-02-13T12:03:00.000+01:00 It wasn’t really my intention to start blogging about currency fields and functionality in Power Apps. If you have been following along, last week I posted about how currency fields work in CDS. If you read my posts primarily for content around Power Apps Portals, then I suggest you check out CRM Tip of the… Continue reading Mass Edit Currency Fields in Model-Driven Power Apps (including Dynamics 365) It wasn’t really my intention to start blogging about currency fields and functionality in Power Apps. If you have been following along, last week I posted about how currency fields work in CDS.

If you read my posts primarily for content around Power Apps Portals, then I suggest you check out CRM Tip of the Day, where George Doubinski dug into the portals source code and discovered a treasure trove of Liquid filters that help display currency information on a portal.

Onward to this week’s post.

Mass Edit Currency Fields

I was working on a project for client where we are replacing an Excel sheet with a model-driven Power App to track grants for student employment placements.

My client was providing some feedback about the form layouts, fields, option sets, etc. and also asked if it would be possible to “unlock” a particular money field on the form for bulk editing.

Now most of you would have likely responded knowing full well that it is a limitation to bulk edit currency fields in Dynamics 365 (including model-driven Power Apps).

Or if you were like me, you had forgotten this tidbit of info (pub trivia or exam question writers, take note!). I went to investigate, did a bit of Googling, and discovered that you cannot bulk edit currency fields.

What do you mean I can’t mass update currency fields?

This actually makes sense because if you recall from my last post, a currency field is actually a combination of a base currency field, a currency lookup and an exchange rate.

The issue itself is actually an outstanding request on the Ideas site. You could do it in Dynamics CRM 3.0, you should be able to do it now!

Attempting to Mass Edit a Currency Field

The bulk edit feature is very powerful (and a bit dangerous). You select a group of records from a standard model-driven view (or a Dynamics 365 view) and choose the Edit button.

Bulk Edit

You will be presented with a version of the form that will show all the unhidden sections, tabs and fields. However, certain fields, such as money based fields are read-only and not editable.

Bulk Edit form

In order to mass edit the records, you will need to open up each one individually, update, and move to the next. Another method is to export to Excel and re-import, but this could be tedious.

If only there were a tool that could take some parameters and run against a set of records…

Power Automate to the Rescue!

What would have once been a challenging issue to resolve, now becomes very easy using Power Automate.

For our solution to mimic the bulk edit, we first want to select records and then kick off the process to update.

For this we need the CDS “When a record is selected” trigger. This only exists in the “classic” Common Data Service connector, but NOT the Common Data Service (current environment) connector. The no-code Queen, MVP Sara Lagerquist has an excellent article on the various CDS connectors and when to use each.

When a record is selected CDS trigger

We still start to build out our Power Automate flow. We will want to prompt our end user and ask them to what value we want to set our money field. There is no currency user input type but there is a number field which will work for our purposes. Note that we can’t add spaces to our prompts.

Prompt user for new cost value

Now that we have our trigger and prompt, we can start the update step. Note that we could potentially add multiple prompts to update more than one field.

Trigger ready to go

We will add an Update Record step, for the entity for which are going to update, along with the ID (from our “when record is selected” step) and will put in our prompt value (in our example “Update_Cost”) into the money field we want to update.

Updating the CDS record

The following is the complete flow. This is just two steps and can be put together in a manner of minutes.

Complete flow for bulk updates of money fields

Testing the flow

Once we save our flow and refresh our model-driven app, we can select the records we want to update and then choose our flow from the Flow drop-down (if it doesn’t show up, refresh your browser)

Running the flow

Our users will now enter the value to update the particular currency field in the selected records.

Entering the updated value

After a few brief seconds, the records will be updated (a refresh of the form will be required)

Values updated

Summary

Even if Power Automate is not yet at 100% parity of Dynamics 365 workflows, it can do a lot that workflows or dialogs could not. For example, the ability to allow users to enter in parameters at the start of a flow is something that was not possible with regular Dynamics 365 workflows. The ability to run against multiple records is something that wasn’t possible by the now-deprecated Dialogs. The ability to not be able to bulk edit money fields (since CRM 3.0) is now possible using Power Automate.

Cover Photo by Annie Spratt on Unsplash

Frustration Photo by Sebastian Herrmann on Unsplash

Nick Doelman is a Microsoft Business Applications MVP, a Microsoft Certified Trainer and one of the hosts of Refresh the Cache: Power Apps Portals Podcast and the host of the new MVPreneur video series and podcasts. Follow Nick on twitter @ReadyXRM

]]>
Nick Doelman https://readyxrm.blog/rss ReadyXRM
https://www.tomstalentblog.co.uk/2020/02/03/acknowledging-the-elephant-in-the-room-attract-and-onboard-retirement/ Acknowledging the elephant in the room – Attract and Onboard retirement 2020-02-03T12:17:23.000+01:00 TL:DR – the loss of Attract is disappointing but justifiable. Onboard was a simple gem of a product and should have been rolled into Office 365 as an optional add on. Note to translators and syndicators – do me a favour and don’t use this post anywhere else. I’d rather it stayed just on this… Read More » The post Acknowledging the elephant in the room – Attract and Onboard retirement appeared first on Tom's Talent Blog.

TL:DR – the loss of Attract is disappointing but justifiable. Onboard was a simple gem of a product and should have been rolled into Office 365 as an optional add on.

Note to translators and syndicators – do me a favour and don’t use this post anywhere else. I’d rather it stayed just on this site. Thanks.

My mum always told me that if you can’t say anything nice, you shouldn’t say anything at all.

So you might notice this blog has been a bit quiet just lately.

It’s not that there haven’t been things I’ve wanted to say, more that I haven’t really known how best to say them. Or that I don’t feel like I could say them until I’d addressed the elephant in the room.

Before I do that I just need to highlight that any views shared here are my own, and not those of my employer.

Right, more on that elephant.

On 6th December Microsoft made the announcement that the so called ‘Talent Apps’, Attract and Onboard, would be discontinued effective 3rd February this year. I’m not going to regurgitate the announcement in full, you can read it yourselves if you haven’t already and plenty of others have already picked it to pieces.

I’d known about this news for a while, before it went public. One of the privileges of working for a Gold Partner I guess. And I’ve been trying to collect my thoughts on the news ever since. This blog post is my attempt to articulate a response, now that the emotional energy around it has dissipated for most customers, they’ve either opted in or out, and we’re not trying to explain to prospects why they can’t have that shiny thing the Microsoft marketing machine has been pushing at them for the last two and a half years.

Let’s take Attract first.

The first time I saw it, I was disappointed. I’m familiar with the phrase ‘minimum viable product’, but this was pushing it. If you understood the evolution of the product it made more sense (it was initially conceived as an interview scheduling tool, rather than a full featured ATS) but who really needs one of those? Most companies who did enough interviewing to justify an interview scheduling tool invested in e-recruitment around the turn of the century, and were probably on their third or fourth iteration at least by mid-2017.

Don’t get me wrong – it had promise. That ability to directly reference Office 365 calendar data when scheduling interviews was a bit of a holy grail. It just didn’t do much else. If it had stayed in that state I would have been cheerily waving it off. I may even have made some cakes to see it off properly (possibly even purple unicorn cakes – private joke).

But the point is, it didn’t stay in that state. Since early 2018 there has been some great work going on with some great people (albeit extremely slowly, from an outsider’s perspective) to mature Attract into a proper grown up ATS. We got configurable email templates, we got hiring process templates, we got Offer – which was a beautiful piece of kit with immediately obvious value that was loved by anyone who’s spent their days creating offer letters and contracts using at best, sketchy VBA and at worst, extensively highlighted templates where you have to manually change all the key values. Recipe for human error much?! The problem was that with these things, we also got the Comprehensive Hiring Add-On.

Any of us who have purchased an ATS in the last 15 years will have been familiar with the CHA-O model. Yes, it was a bit confusing to folks more used to licensing users than org headcounts, but a nifty little cost estimates spreadsheet could soon alleviate that. More problematically, it positioned Attract right up there with the e-recruitment big boys. And it didn’t resolve a few key weaknesses of the product. Job board integrations took a leap forward with the addition of Broadbean, and we did eventually get the ability to choose which email account to send notifications from. But not being able to brand my job pages in my corporate colours without building an integration? Criminal. If the clock was always ticking on Attract some of the critical additions came too late and were too little, and the new pricing structure set expectations that the product couldn’t deliver on.

So as we say goodbye to Attract today it is with a tinge of sadness, knowing the amount of hard work that went in to getting it to the point it had reached, and knowing how close it had got to being a genuinely competitive ATS. LinkedIn are undeniably experts in the candidate sourcing field, and they’ve made some great acquisitions in the last few years. But Microsoft needs to remember that LinkedIn is not the solution for every industry, nor every geography, however much they would like it to be. If you want evidence of that, you only have to try this week to get hold of any ISV who was offering Dynamics based recruitment solutions. They are currently very, very, busy. Good for them. They deserve to ride the wave created by Microsoft’s news, which I have no doubt will carry them a very long way.

So that’s Attract. Shelved – understandably. But still a shame.

Onboard, however, now that’s a whole different prospect.

Onboard was the easiest part of the Talent suite to deploy. HR users just got it – straight away, and ran off to create resources they could share with new joiners. I would have liked the ability to change the colour scheme – blue isn’t everybody’s choice after all – but at the point of onboarding I could justify a difference. It hadn’t changed much since its inception, which suggests that not a huge amount of work had been done to it since Travis Isaacs, a key member of the Onboard team, jumped ship to Cisco.

It was also a key prompt to advanced users to start exploring CDS, and build a footprint in Power Apps or Power Automate. The ability for HR to create a guide and automatically push tasks out to third party products like Jira? Priceless.

So I don’t understand why that had to be shelved as well. Like, I really, really, don’t get it.

Sure, there was some work that could have been done to make it better. Do something with the Checklists feature in Core HR to bring the two things together, for example. Or improve the ability to have local/state/federal management of certain tasks within templates. But these products are always evolving, so that could have happened over time, in balance with other priorities.

I hope that over the course of this year and next, towards the final retirement of the solution (existing, opted in, users can retain usage until February 2022, or their next license renewal if sooner) a clearer onward path for Onboard will reveal itself. There are ISV products out there doing similar things, yes, but this now feels like something which should be part of the standard product. I hope to see a full integration of Core checklist tasks into CDS soon, maybe with some of the additional features we saw in Onboard (like embedded videos or Sway content), so we can push them out through a Power Apps portal or similar. Who knows. I’m speculating, which is dangerous. But I can’t let this one go.

So – we move on. We find an ISV to deliver our recruitment and onboarding solution, and we wait to see if Microsoft will find a way to incentivise partners to work with LinkedIn. It remains to be seen the long term impact of the announcement and I’ll be watching with interest.

In the mean time I need to work out a new name for this blog, and try and train my brain to say ‘Dynamics 365 for HR’ instead of just ‘Talent’. That decision by the way makes absolute sense.

The post Acknowledging the elephant in the room – Attract and Onboard retirement appeared first on Tom's Talent Blog.

]]>
Tom http://www.tomstalentblog.co.uk/feed Tom's Talent Blog
https://www.tomstalentblog.co.uk/2019/11/19/changing-how-leave-balances-display-in-ess/ Changing how leave balances display in ESS 2019-11-19T17:57:34.000+01:00 Every so often working with Talent I’ll stumble on a parameter that either I haven’t noticed before, or that’s been recently added. I had that experience today with a drop down under Human resource parameters > Leave and absence. It was marked ‘Balance calculation’ and seemed to have defaulted to ‘Balance as of today’. The… Read More » The post Changing how leave balances display in ESS appeared first on Tom's Talent Blog. Every so often working with Talent I’ll stumble on a parameter that either I haven’t noticed before, or that’s been recently added. I had that experience today with a drop down under Human resource parameters > Leave and absence. It was marked ‘Balance calculation’ and seemed to have defaulted to ‘Balance as of today’. The alternative option was ‘Balance as of accrual period’.

Balance calculation parameter

I’ve been back through about six months of release notes, but I couldn’t see exactly when this parameter was added. It’s quite possible that it’s been there ages and I’ve just never noticed it. But I thought I’d have a little play to see what it did.

I’ve got a test user with Employee roles in my latest trial environment, and they’ve got an approved, future dated leave request that sits within the current leave period. When they go to self service, there’s a tile marked ‘time off balances’. When the balance calculation parameter is set to ‘Balance as of today’, their leave balance doesn’t reflect requests which have been approved, but which are in the future.

Time off balance

When I switch the parameter over to the ‘Balance as of accrual period’ though, the balance now seems to reflect the end of the accrual period, as it now includes leave which I’ve requested and had approved but not yet taken.

It also seems to affect the balances tile found in the People workspace:

People hub balance tile

Nice little feature this – there seems to be no problem in toggling between the two options even once there has been leave booked (unlike the switch between booking leave in hours or days). Has anyone found anywhere else that it has impact?

 

The post Changing how leave balances display in ESS appeared first on Tom's Talent Blog.

]]>
Tom http://www.tomstalentblog.co.uk/feed Tom's Talent Blog
https://powerofcommunity.show/2019/09/26/2-sara-lagerquist-lee-baker-and-matt-beard/ 2. Sara Lagerquist, Lee Baker and Matt Beard 2019-09-26T19:00:38.000+02:00 In this episode, I sat down with Business Applications MVP Sara Lagerquist from Sweden and Matt Beard and Lee Baker, two Dynamics developers from the UK. We get to know more about what they do and how they keep pace with our ever-changing platform, their experience of speaking at events and with imposter syndrome, before […] In this episode, I sat down with Business Applications MVP Sara Lagerquist from Sweden and Matt Beard and Lee Baker, two Dynamics developers from the UK.

We get to know more about what they do and how they keep pace with our ever-changing platform, their experience of speaking at events and with imposter syndrome, before moving on to the important stuff: how awesome dogs are.

Episode 2 – Sara Lagerquist, Lee Baker & Matt Beard

This episode was recorded on 24th Sept, 2019.

If you’d like to get in touch with Lee, Sara or Matt you can find them on Twitter:

Mentioned in this episode were:

]]>
Andrew Bibby https://powerofcommunity.show/blog-feed/ The Power of Community Show