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/ 2019-10-23T08:20:12+00:00 WP RSS Aggregator https://365community.online/business-central-deprecated-and-obsolete-fields?utm_source=rss&utm_medium=rss&utm_campaign=business-central-deprecated-and-obsolete-fields Business Central : Deprecated and Obsolete Fields 2019-10-23T06:35:49.000+02:00 With the new version of business central wave 2 ,number of fields have been deprecated or obsolete 1) Fields moved to an extension by Microsoft 2) Fields marked as Obsolete:Pending 3) Fields no longer in use in Microsoft code Impact of this is to refactor your solution as soon as possible < p class=”has-normal-font-size” >For more […] The post Business Central : Deprecated and Obsolete Fields appeared first on 365 Community.

With the new version of business central wave 2 ,number of fields have been deprecated or obsolete

1) Fields moved to an extension by Microsoft

2) Fields marked as Obsolete:Pending

3) Fields no longer in use in Microsoft code

Impact of this is to refactor your solution as soon as possible

<

p class=”has-normal-font-size”>For more information of which field get deprecated visit this link Deprecated…

Continue Reading Ammolh Saallvi’s Article on their blog

Business Central : Deprecated and Obsolete Fields

With the new version of business central wave 2 ,number of fields have been deprecated or obsolete 1) Fields moved to an extension by Microsoft 2) Fields marked as Obsolete:Pending 3) Fields no longer in use in Microsoft code Impact of this is to refactor your solution as soon as possible For more information of…

Blog Syndicated with Ammolh Saallvi’s Permission

The post Business Central : Deprecated and Obsolete Fields appeared first on 365 Community.

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Amol Salvi https://365community.online/ dynamics365blogs
https://365community.online/powerapps-flow-user-group-app-for-leaders-hosts-organisers-and-coordinators?utm_source=rss&utm_medium=rss&utm_campaign=powerapps-flow-user-group-app-for-leaders-hosts-organisers-and-coordinators PowerApps &amp; Flow User Group App for Leaders, Hosts, Organisers and Coordinators 2019-10-23T00:00:48.000+02:00 Hello Readers and Viewers As User Group organisers, it becomes difficult for us to track the attendance of participants mostly… Continue Reading Prashant Shukla’s Article on their blog PowerApps & Flow User Group App for Leaders, Hosts, Organisers and Coordinators Hello Readers and Viewers As User Group organisers, it becomes difficult for us to track […] The post PowerApps & Flow User Group App for Leaders, Hosts, Organisers and Coordinators appeared first on 365 Community. Hello Readers and Viewers As User Group organisers, it becomes difficult for us to track the attendance of participants mostly…

Continue Reading Prashant Shukla’s Article on their blog

PowerApps & Flow User Group App for Leaders, Hosts, Organisers and Coordinators

Hello Readers and Viewers As User Group organisers, it becomes difficult for us to track the attendance of participants mostly due to the format of the meeting. In our last week’s UG we were prepared to break the ice and created an app to check in attendees.

Blog Syndicated with Prashant Shukla’s Permission

The post PowerApps & Flow User Group App for Leaders, Hosts, Organisers and Coordinators appeared first on 365 Community.

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Prashant Shukla https://365community.online/ dynamics365blogs
https://365community.online/powerapps-ms-flow-user-group-app-for-leaders-hosts-organisers-youtube?utm_source=rss&utm_medium=rss&utm_campaign=powerapps-ms-flow-user-group-app-for-leaders-hosts-organisers-youtube PowerApps &amp; MS Flow User Group App for Leaders, Hosts, Organisers – YouTube 2019-10-23T00:00:04.000+02:00 Hello Viewers As User Group organisers, it becomes difficult for us to track the attendance of participants mostly due to the format of the meeting. In our last week’s UG we were prepared to break the ice and created an app to check in attendees. Following is what you can do with the app: Register […] The post PowerApps & MS Flow User Group App for Leaders, Hosts, Organisers – YouTube appeared first on 365 Community.

Hello Viewers

As User Group organisers, it becomes difficult for us to track the attendance of participants mostly due to the format of the meeting. In our last week’s UG we were prepared to break the ice and created an app to check in attendees.

Following is what you can do with the app:

Register attendees as members
Update member details
Check In attendees
Draw Raffle (if and when it’s available)
What can you get out of it:

Track the attendance of your members
If members are not regular, send them a survey for what they want to see
Send them a FormsPro survey to get feedback
Keep member details up to date
Instead of drawing raffle the conventional way, use PowerApps
Screens:

Home

Register Participant

Update Details and Check In

Note: Check In form is hidden, so members don’t have to fill in date, UG and their name again

Members List

Draw Raffle

Note: Shuffle formula and collection is used for Raffle draw

Data Source: OneDrive (Excel Web)

Tables used: Registered Members and Checked In Members to draw raffle

If you’re a User Group leader and want to use this app; you don’t really have to make any changes except for the connection and start using it. I have uploaded it on github. More instructions on there:

https://github.com/diyd365/UserGroupApp

Thanks!

Let’s keep sharing!

source

The post PowerApps & MS Flow User Group App for Leaders, Hosts, Organisers – YouTube appeared first on 365 Community.

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Prashant Shukla https://365community.online/ dynamics365blogs
https://malinsdynamics365fortalent.com/2019/10/22/d365-focus-brussels/ D365 Focus Brussels 2019-10-22T15:18:34.000+02:00 Today I have had the honor coming on stage with Luc Van de Velde and Chris Huntingford on opening D365 Focus Brussels. I also held the presentation “The ABC of a Talent project” in a magnificent room! Tomorrow is a new day starting with the presentation “Extending Talent with the PowerPlatform”. More information about the… Continue reading D365 Focus Brussels Today I have had the honor coming on stage with Luc Van de Velde and Chris Huntingford on opening D365 Focus Brussels.

I also held the presentation “The ABC of a Talent project” in a magnificent room!

Tomorrow is a new day starting with the presentation “Extending Talent with the PowerPlatform”.

More information about the event will come in a later post.

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Malin Donoso Martnes https://malinsdynamics365fortalent.com/ malinsdynamics365fortalent.com
https://powerapps.microsoft.com/fr-fr/blog/azure-active-directory-authentication-in-the-sql-server-connector/ Azure Active Directory authentication in the SQL Server connector 2019-10-21T11:39:16.000+02:00 We recently added support for Active Directory authentication in the SQL Server connector. This has been one of the most requested feedback from our customers. In this post, I want to give an overview of how you can use this feature, and some of the underlying design changes we had to bring about in the platform. We recently added support for Active Directory authentication in the SQL Server connector. This has been one of the most requested feedback from our customers. In this post, I want to give an overview of how you can use this feature, and some of the underlying design changes we had to bring about in the platform.

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https://powerapps.microsoft.com/fr-fr/blog/ powerapps.microsoft.com
https://changethework.com/unleash-live/ Unleash World 2019 – Le live 2019-10-20T22:39:09.000+02:00 UNLEASH World est le plus grand événement dédié à l’innovation RH et il a lieu à Paris, au Parc des Expositions de la Porte de Versailles ces 22 et 23 octobre. Suivez le salon comme si vous y étiez sur ce live. The post Unleash World 2019 – Le live appeared first on Change the work. UNLEASH World est le plus grand événement dédié à l’innovation RH et il a lieu à Paris, au Parc des Expositions de la Porte de Versailles ces 22 et 23 octobre. Suivez le salon comme si vous y étiez sur ce live.

The post Unleash World 2019 – Le live appeared first on Change the work.

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Aurélien Leleux https://changethework.com/ ChangeTheWork
https://www.tomstalentblog.co.uk/2019/10/19/personnel-actions-what-and-why/ Personnel actions – what and why 2019-10-19T15:54:06.000+02:00 I’ve been meaning to write this post for ages, but a combination of life in general and more exciting things to do keep getting in the way. What’s finally nudged me in to it is working with a customer this week who were already using Talent before sa.global got involved. They had a number of… Read More » The post Personnel actions – what and why appeared first on Tom's Talent Blog. I’ve been meaning to write this post for ages, but a combination of life in general and more exciting things to do keep getting in the way. What’s finally nudged me in to it is working with a customer this week who were already using Talent before sa.global got involved. They had a number of requirements that would have been met out of the box by enabling personnel actions, and yet the partner they’d previously been working with hadn’t switched it on.

First things first then.

What is it?

Personnel actions is a feature which is enabled in the personnel management workspace under human resources shared parameters. It’s a global feature, meaning you only need to enable it once for the entire environment. It will impact all users and all legal entities once switched on.

There are two flavours of personnel actions that you can enable – worker actions, and position actions. Once enabled, you can also select whether users should be able to delete completed actions. For reasons that I hope will shortly become obvious, you want to leave this set to ‘No’.

Screenshot showing actions parameters

With personnel actions switched on, significant changes to workers (like hiring, transfers, and terminations) or positions (creating or editing) are done through a new form – the ‘worker/position action’ form. This form captures some additional details relating to the reason for the change, as well as the detail of the change itself. For example – you can capture the name of the person requesting the change, and a date stamped comment relating to the change. You’re also offered a reason code field (filtered according to context, which was my suggestion – #proudface).

Most importantly, you’re asked to select a personnel action type. Personnel action types can (optionally) be linked to workflows, meaning – for example – that new vacant positions can be pushed to a resourcing team for approval before they actually get created. Which user roles have access to different personnel actions is configurable, so you can bypass workflow for all HR users, or just some of them, depending on how you’ve got your security roles set up.

Enabling personnel actions has another dimension too – it throws some extra buttons into the manager’s ‘my team’ tab in employee self service.

MSS actions

Users with the manager role assigned can now submit change requests (in the categories shown) to HR. And because of that neat feature where you can select which users see which action types, you can make sure that all changes submitted by managers get routed to HR for a bit of a sense check before they get committed to the database.

So why would I want this?

Well you wouldn’t necessarily. I certainly don’t enable them by default when setting up a customer’s environment. Doing so adds some additional clicks each time I make a change which, depending on the company I’m deploying with, wouldn’t necessarily add any value. It also adds a little bit of potential confusion. The worker/position action form has a save button on it – which saves the action. It doesn’t commit the change to the database. To do that you have to hit ‘complete’. This can cause problems – users think they’ve made the change, but actually they haven’t hit complete and the action is still at draft state. That’s easily checked by looking at the actions list though (Personnel Management > Links > Worker actions > All worker actions OR Personnel Management > Links > Position actions > All position actions).

Worker action grid screenshot

But throughout the course of deployment workshops, if we start talking about change tracking, audit trails, managers initiating changes in the system or getting a clear overview of the way your organisation is changing and why, I introduce the feature and discuss the pros and cons. We probably end up enabling the feature in 70% of cases. With a few small changes, this would become a ‘must have’ feature.

Why isn’t it a no brainer?

  • If you work in a low governance environment and you just want Talent to hold a list of your workers, then the setup needed and the ongoing additional clicks probably aren’t worth it.
  • Sometimes it feels a little bit unfinished. Like a great idea that didn’t quite get followed through all the way. For example – I’ve enabled personnel actions, and I can’t just hit the edit button on the position form without going into the action form and capturing the justification for the change, Great stuff. But I can still go into manage changes and directly edit records without routing through workflow. We have ways of making that better, as a partner who know how to use security config, but it really should be part of the standard feature.
  • The action grid views I mentioned above need personalising to be truly useful. The columns shown don’t always seem to be completely logical (why wouldn’t you have reason code in there as standard?) and I’m still waiting on a release that will make me properly trust personalisation.
  • Data. Data, data, data. There really needs to be a data entity available so I can get at this change data via BYODB. Must get round to submitting an Idea for that one ASAP.

So that’s it – handy little feature if you want to be able to track changes, have managers submit change requests in ESS, or route internal changes through workflow. Enjoy!

 

The post Personnel actions – what and why appeared first on Tom's Talent Blog.

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Tom https://www.tomstalentblog.co.uk/ Tom's Talent Blog
https://powerapps.microsoft.com/fr-fr/blog/introducing-monitor-to-debug-apps-and-improve-performance/ Introducing Monitor to debug apps and improve performance 2019-10-18T14:59:37.000+02:00 You now have a new tool to better understand, debug, and improve your apps.  Similar to a network trace, Monitor provides a running list of all the activity within your app.   You can examine what data requests are made from your app, how long they took, how much data was returned, and which resulted in an error.  You now have a new tool to better understand, debug, and improve your apps.  Similar to a network trace, Monitor provides a running list of all the activity within your app.   You can examine what data requests are made from your app, how long they took, how much data was returned, and which resulted in an error. 

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https://powerapps.microsoft.com/fr-fr/blog/ powerapps.microsoft.com
https://meganvwalker.com/voice-of-the-customer-is-no-more/ Voice of the Customer Is No More! 2019-10-16T10:00:01.000+02:00 This is not news, I know, but trust me, if you are still using Voice of the Customer, you need to read this to make sure you are taking advantage of an amazing offer. Deprecation for Voice of the Customer was announced on July 1st, 2019 by Microsoft. Perhaps an unpopular opinion, but I loved... This is not news, I know, but trust me, if you are still using Voice of the Customer, you need to read this to make sure you are taking advantage of an amazing offer. Deprecation for Voice of the Customer was announced on July 1st, 2019 by Microsoft. Perhaps an unpopular opinion, but I loved Voice of the Customer (VoC), even going so far as to create a VoC playlist on my YouTube channel. The ability to trigger survey requests based on business processes and actions from Dynamics 365 Customer Engagement made it easy to send out emails with personalised surveys to customers. In walked Forms Pro, with the ability to interact with the responses using Microsoft Flow, with the responses being stored in the Common Data Service. Huge!

What does Forms Pro cost?

Forms Pro is not free, but Microsoft Forms Pro is included as part of the Dynamics 365 enterprise license. A tenant with a Dynamics 365 enterprise license has 2,000 responses per month included at the tenant level (irrespective of how many seats the tenant has). Forms Pro is included with Dynamics 365 Sales Enterprise, Dynamics 365 Customer Service Enterprise, Dynamics 365 Field Service, Dynamics 365 Marketing, Dynamics 365 Talent, and Dynamics 365 Project Service Automation. Other Dynamics 365 customers can purchase Forms Pro separately.

An amazing offer from Microsoft

So, if you haven’t done anything about this change and are still using VoC, what should you do? First thing, stop creating any new VoC surveys. Second…. start reviewing documentation, blogs and videos on Forms Pro so you can see the possibilities. You can still create and distribute new surveys and collect responses until July 1st, 2020, but here is the biggest thing you will miss out on if you wait that long….an extra 48,000 survey responses a month until July 1st, 2021!!!

Yes, you read that correctly…. Microsoft are trying to help customers with the transition from VoC If you have been actively using VoC before July 1st, 2019 (basically before they announced the deprecation), you can request for the temporary Forms Pro capacity to be increased to 50,000 responses per month which will last until July 1st, 2021. To do this, you can contact vocsupport@microsoft.com to apply for this increase.

Make the transition!

This is honestly a big deal. It’s huge right? If you haven’t already started reviewing your current form requirements and comparing with Forms Pro, and starting the transition, do it now. Don’t miss out on the increase being offered.

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Megan V. Walker https://meganvwalker.com/ Megan V. Walker
https://malinsdynamics365fortalent.com/2019/10/15/power-platform-24/ Power Platform 24 2019-10-15T16:00:34.000+02:00 Did you miss the 24 hour live online event Power Platform 24? Well you are in luck! You can see all 24 sessions on demand – for free! Watch the 26 speakers deliver 24 sessions. You can also see my two sessions here! Session Title Speaker PowerApps, Flow, and SharePoint – Oh My! Shane Young… Continue reading Power Platform 24

Did you miss the 24 hour live online event Power Platform 24?

Well you are in luck! You can see all 24 sessions on demand – for free!

Watch the 26 speakers deliver 24 sessions. You can also see my two sessions here!

Session TitleSpeaker
PowerApps, Flow, and SharePoint – Oh My!Shane Young
Dynamics 365 Field ServiceBen Vollmer
Deep Dive on the Common Data ServiceMarco Amoedo
The Power of Microsoft Flow & Forms ProMegan Walker
Power BI AlchemyMatt Wittemann
Crash Course in PowerApps PortalsNick Doelman
Grow Flow with Low CodeMichael Ochs
Workflow to Flow: Upgrading your AutomationAiden Kaskela
An all demo view of Microsoft’s new Power platformChuck Sterling & Daniel Christian
Working with Liquid Templates in Power PortalsJim Novak
Using Microsoft Flow with PowerAppsJason Cosman
Building Awesome Templates in D365 for MarketingAllison Fierce
Iron Man vs Hawkeye (PCF vs Canvas Apps)Ee Lane Yu & Natraj Yegnaraman
Tame Forms with Power Platform, Portals and AIPhil Topness
Microsoft Flow ExpressionsReza Dorrani
Getting creative with PowerApps Component FrameworkRoohi Shaikh
‘Accessibility’ for D365 & PowerApp ProjectsYawer Iqbal
Intelligent CRM – Configure your own Next Best Actions with Dynamics 365 Sales InsightsLisa Crosbie
How Talent can digitize a forgotten HR departmentMalin Donoso Martnes
Accelerate Business Transformation with AI BuilderHamish Shield & Chris Thompson
The new new Customer Service ExperienceMark Christie
Extending D365 Talent with the PowerPlatformMalin Donoso Martnes
Boost user experience in your business processes with Adaptive CardsTomasz Poszytek
You got your CRM in my Teams!Joel Lindstrom

Do you want to present online? You still have an opportunity at the xRM Virtual User Group, I highly recommend submitting a session and present!

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Malin Donoso Martnes https://malinsdynamics365fortalent.com/ malinsdynamics365fortalent.com
https://meganvwalker.com/send-reminder-when-survey-response-not-received/ Send Reminder When Survey Response Not Received 2019-10-08T10:00:26.000+02:00 If you send out Forms Pro surveys to your customers there is always the possibility they forget to respond. They are busy and time slips away so even with good intentions they might not get around to providing you with feedback. So what about sending them a reminder after a few days if they haven’t... If you send out Forms Pro surveys to your customers there is always the possibility they forget to respond. They are busy and time slips away so even with good intentions they might not get around to providing you with feedback. So what about sending them a reminder after a few days if they haven’t replied to your original request? Let’s take a look at a Microsoft Flow to achieve this.

First we need to start our Flow with a recurrence trigger. This will run every day at 9am.

Next, we are going to use the Date/Time action of ‘Get past time’. The interval is the number of days you want to go before you send a follow up IF your Forms Pro survey feedback request hasn’t been responded to. The time unit will be set to Day.

Now we use the CDS connector and the List records action to find all of the Forms Pro survey invites that meet our filter query criteria. The first part filters based on the msfp_invitestatus. 647390002 is equal to Sent. Once the survey invite is received to, the status changes to 647390003 to indicate Responded. Now we need to format the Past Date we just retrieved and put it in the format of yyyy-MM-dd.We are then going to compare it with the created date of the survey invites to see if it matches. Finally, we are going to check the Status Reason (statuscode) and only get those that equal 1 which is Open.

You can copy and paste this code in to your Filter Query if needed.

msfp_invitestatus eq 647390002 and Microsoft.Dynamics.CRM.On(PropertyName='createdon',PropertyValue=@{formatDateTime(body('Past_Date'),'yyyy-MM-dd')}) and statuscode eq 1

For each Survey Invite that is retrieved in the List action we are going to format the created date. This is so we can add it in to our notification to our client so they have a little context of which request we are referring to. For this we are going to use the Convert time zone action.

Now we need to figure out the Contact that the survey invite is linked to. For this we need to use the activityparties entity. You can’t find this in the drop down list. Instead scroll to the bottom and click on Enter custom value. YOu can then type in activityparties. Then add in the filter query using the _activityid_value for the Activity id from the List survey invites step. We are also going to filter on the Participation Type of the To Recipient which has a value of 2.

You can copy and paste this code in to your Filter Query if needed.

_activityid_value eq @{items('Apply_To_Each_Survey_Invite')?['activityid']} and participationtypemask eq 2

Now we are going to use the CDS connector again and the Get record action to get the Contact the survey invite was sent to. For this, the item identifier is the Party id from the list activity parties step.

Let’s create our reminder email which can then be sent out to the Contact. The To field will be the Email address from the Get Contact step. Put in whatever subject you wish to use, then fill out the Body of the email. Here we can see the First Name from the Contact, the Converted time to show when the original invite was sent, and the survey invitation url from the original survey invite. This means the link they click on will be the same personalised link you sent them previously.

Here is our completed email received by a customer. You can decide how many times you will do this, although likely one reminder is enough. If they don’t respond after that, let’s just leave them alone 🙂

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://readyxrm.blog/2019/09/30/how-to-provision-a-dynamics-365-portal-the-powerapps-portal-way/ How to Provision a Dynamics 365 Portal the PowerApps Portal Way 2019-09-30T17:25:41.000+02:00 A lot of folks with little to no experience with Dynamics 365 have been creating PowerApps Portals on vanilla CDS instances as a way to create externally PowerApps. What isn’t well known that PowerApps Portals evolved from Dynamics 365 Online Portals and before that, Adxstudio Portals. If you still want to deploy an actual Dynamics… Continue reading How to Provision a Dynamics 365 Portal the PowerApps Portal Way A lot of folks with little to no experience with Dynamics 365 have been creating PowerApps Portals on vanilla CDS instances as a way to create externally PowerApps. What isn’t well known that PowerApps Portals evolved from Dynamics 365 Online Portals and before that, Adxstudio Portals.

If you still want to deploy an actual Dynamics 365 Portal such as Customer Self-Service, Partner, Employee Self-Service or Community Portal, you might still be tempted to login to the legacy Dynamics 365 Admin Center and deploy the Dynamics 365 Portal “the old way”.

A quick tip that was pointed out to me recently was that you can provision a Dynamics 365 Portal via https://make.powerapps.com that same way you would provision a vanilla CDS starter Portal.

Dynamics 365 Portals are PowerApps Portals with extra features to enhance the existing Dynamics 365 apps (and Portal SharePoint integration).

You will need a CDS that has the Dynamics 365 first party apps and solutions deployed. Unfortunately at this time, you need to specify this when you create your CDS database. You cannot add the Dynamics 365 Apps later (or remove them either).

Note that Dynamics 365 Apps are, in fact, model driven PowerApps.

Instead of choosing “Portal from Blank” on the main PowerApps page, instead click Create.

Create Dynamics 365 Portals from make.powerapps.com

In the search bar in the upper right corner, key in “Portal” and you should be shown the selection of Dynamics 365 PowerApps Portals Templates.

Assuming your CDS database has Dynamics 365 apps installed, you should see the Dynamics 365 PowerApps Portals templates.

Dynamics 365 Starter Portals

Once you select the template, the process will follow the same path as spinning up PowerApps Portals on a vanilla CDS environment. Note that the URL will be “<<uniquename>>.powerappsportals.com” and not “microsoftcrmportals.com”

The process will run anywhere from 15 minutes to an hour or two. When complete, you should be able to navigate and edit your Dynamics 365 based PowerApps Portal using the new Portals Maker Studio and the Portals Management App.

Hopefully this saves you a bit of time!

Cover Photo by Todd MacDonald on Unsplash

Nick Doelman is a Microsoft Business Applications MVP and has been working with PowerApps (in their Dynamics 365/CRM form) since 2003. Follow Nick on twitter @readyxrm for updates on the Power Platform, Portals and other Microsoft technologies.

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Nick Doelman https://readyxrm.blog/ ReadyXRM
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:

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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