Gamification with Dynamics CRM 365

Today we will learn how to install and setup gamification in Dynamics CRM 365.

Login to Microsoft App Source and search for Microsoft Dynamics 365 – Gamification.

Figure 1: Login to Microsoft App Source

Click on Get it Now, below screen will appear.

Click both the check boxes – Agreeing on Microsoft Legal Terms and Privacy Statement. Hit Agree button.

Figure 2: Accept Microsoft terms and condition

Below screen will appear click on INSTANCES tab search for Gamification and install it. The installation would take few minutes.

Figure 3: Search Gamification
Figure 4: Install Gamification

After gamification solution has been successfully installed.

Navigate to Dynamics CRM 365 go to Settings –> Solutions. Here we will find solutions related to gamification.

Figure 5: Gamification Solution

We can now find the Gamification module. Click on Gamification Settings.

Figure 6: Gamification Module in CRM

Clicking on Start Activation button will ask to provide the permission for gamification.dynamics to accept you organization.

Figure 7: Activate Gamification
Figure 8: Authentication required for activating gamification

Click on Activate button, generate the security key.

Figure 9: Activate Security Key

Copy the security key and paste it in below Security Key text box. Click Activate

Figure 10: Paste Security Code in Security Key
Figure 11: Successfully Installed Microsoft Dynamics 365 – Gamification

Clicking on continue will take you to the below Gamification Portal

Figure 12: Gamification Portal

Else Go to Dynamics 365 CRM — Gamification –> Gamification Settings. Click Open Gamification Portal

Figure 13: Will open Gamification Portal

Click on Games –> Game Setup

Figure 14: Start Game Setup

Below screen will appear. Provide the details in the below fields:

Name                 –>      Game Title

Game Model     –>      Individual or Team Game

Start Date            –>      Game Start Date

End Date              –>       Game End Date

Figure 15: Game Setup

Moving to the next stage create KPI. Assign point for every user action as shown in the below screenshot.

Example: If a user create Lead in CRM for every Lead user will get 10 points.

If a user create opportunity in CRM for every opportunity user will get 50 points.

Figure 16: Define Score Point

Select the players for the game.

Figure 17: Select Player

Select Fan for the game who would be support the player.

Figure 18: Select Fan for the Game

Declare the reward price for the players who come 1st, 2nd or 3rd in the game.

Click Start Game button.

Figure 19: Declare Price Amount and Start Game
Figure 20: Game Successfully Setup

Go to Games and hit the Games link:

Figure 21: Games

Click on Saved Games tab, select the same and activate it.

Figure 22: Activate Games

After the games is activated. We will get a notification stating that the games have been activated.

Figure 23: Game Activated Successfully

Let’s create some lead and opportunity within CRM. To check how the score point raising within the Score Board game.

Figure 24: Score Board

To check the Lead Score points, click on the KPI Award dropdown. Select Leads Created Award option.

Figure 25: Check Lead Score Point
Figure 26: Lead Creation action score board

Click on Opportunity Created Award.

Figure 27: Opportunity Creation action score board

Happy Gamification!!

Gamification with Dynamics CRM 365

What is Gamification?

Gamification is a part of Microsoft Dynamics 365 launch. It helps the organizations to calculate their employee performance matrix into a game.

Gamification uses the principle from fantasy sports. Which create a game like experience inside the Microsoft Dynamics CRM. Bringing gamification into dynamics is designed to bring greater competition and get the user experience more fun.

Why Gamification?

Gamification has multiple sports inside its solution. Which calculate points based on the action which a user performs within CRM.

While implementing gamification if we apply more gaming principle and make the whole process more fun it may motivate users to come inside CRM and be consistent in entering data.

Note*: In short Gamification is more helpful in boosting your team productivity and Dynamics 365 user adoption.

It is a solution in dynamics 365 which allows user to participate individually or team-based game.

Security Roles in Gamification

Commissioner: Can act as an admin for all the games which are within the CRM. But can not participate in any games nor score any point.

Note*: Game commissioner has a right to create new game and mange users within Gamification portal.

Game Manager: Can help commissioner in performing some administer task. But can participate in games and score points and win awards.

User: Can score point by performing action and achieving result as per defined KPI and win awards.

Fan: Can pick his own team and follow teams.

Create first Microsoft Flow

Starting with flow you need to have 3 thing in your mind.

  • Template – Decide the template which would be used for the flow.
  • Trigger – Event which would trigger the workflow.
  • Actions – Set of actions which will be performed when the criteria are met.

Login to Microsoft Flow site.

Figure 1: Login Page

Scrolling down the page you will find few sets of services. If the service for which you are looking for is not present in the list, click on See all option. This will navigate you to the page where you can find all the services which are currently present with Microsoft.

Click on the service and select the template.

Figure 2: Choose Service


If the required template is not present. You can create your template from My flows.

Today I am going to create a flow which will send an email notification whenever an account is created in Microsoft Dynamics 365 application.

Figure 3: My Flows tab
Figure 4: Create a new blank flow

Clicking on Create form blank option will redirect you to the page where you can find multiple triggers. Choose a trigger to get started with the flow.

Figure 5: Choose the trigger

Select the CRM Organization under Organization Name field. This will populate all the entities respective to the selected organization under Entity name field.

Choose the CRM entity under Entity name. The flow would only trigger whenever a record is created under the selected CRM entity.

Figure 6: Choose the Organization and Entity

Click on add New step button.

Figure 7: Click New Step for adding another Trigger.

I am going to receive email notification on my outlook account therefore I am searching for Outlook, select the mail option Outlook.com

Figure 8: Search Outlook

Now, select Send an email option for sending the notification when an account is created in CRM.

Figure 9: Choose Send an email

Enter the Email address in “To” field which would get the email notification for every Account which gets created in CRM. Enter the Email Subject in the “Subject” field.

Microsoft flow provides you the ability to add the dynamic content by clicking on the Add dynamic content option as shown below:

Figure 10: Add dynamic content

Click on Show advanced options and select Yes under Is HTML field.

Figure 11: Select Show advanced option
Figure 12: Select Yes under Is HTML drop down

Go to mail Body and enter the text as shown in the below image:

<A href> tag is used for specifying a link destination. For now, I have provided the link of CRM Organization. Clicking on the link with navigate you to CRM homepage.
<A HREF= ‘https://orgname.crm8.dynamics.com/main.aspx’>Click Here for details</A>

Figure 13: Prepare mail body
Hello Team,
Account AccountName has been created in CRM.
Please verify and approve it.
<A HREF= 'https://orgname.crm8.dynamics.com/main.aspx'>Click Here for details</A>
Regards,
CRM Team

Now here is a trick for opening CRM record directly from the mail.

Login to CRM, open Account record. Get the Account record URL.

You would get the URL like the below URL which would contain the record GUID.

Figure 14: Account Record URL

Replace the Account GUID by adding dynamic content Account (which contain the Unique Identifier of Account). Please refer the below screenshot.

 'https:// orgname.crm8.dynamics.com/main.aspx?etc =1&extraqs=&histKey=675913679&id =%7bAccount%7d&newWindow=true&pagetype=entityrecord#799476899' 
Figure 15: Add Account Unique Identifier in mail body

Click the Save button and then hit the Test button for testing the flow.

Figure 16: Click Save and Hit Test

Select the option as I’ll perform the trigger action. Click Test.

Figure 17: Click Test button

Go to Dynamics CRM and create a new Account.

Figure 18: Create Account in CRM

Navigate back to flow and Check the flow status.

Figure 19: Check the Flow status

Login to Outlook.com and check there should be an email in your Inbox.

Figure: Mail received in Outlook inbox.

Clicking on Click Here for details hyperlink will navigate the user to CRM Application and open Apple Inc. account record.

Introduction to Microsoft Flows

What is Microsoft Flows ?

Microsoft Flow is a cloud-based service which helps to create workflow for automating the business process. These workflows are called as Flows.

Why use Microsoft Flows?

Microsoft Flow not only allows you to get integrated easily with any Microsoft products but also provide the ability to connect with the wide range of different products like Saleforce, Facebook, Twitter, Campfire, Gmail etc and many more.

Microsoft Flow by default come with multiple connectors which helps in creating workflow in very minimal time. It also gives you an ability to go ahead and create your own connectors.

Microsoft Flows can serve in many different ways. Like sending notification, Copying File, Collect Data , Collect Tweets and many more. Flows can be managed easily from desktop or mobile app.

How Microsoft Flows works?

For creating a flow, you need to know the trigger event and the set of actions which are required to be performed when the criteria is met.

The most common use of flow is to trigger notification on a specific event.
Example: Whenever a Lead or Account is created in CRM then a notification should be sent via text message or email to the sales representative. This could be achieved easily by Microsoft Flows through connectors.

Connectors are basically the API proxy which helps the services to connect with flows.

Azure Logic Apps

What is Azure Logic Apps?

Logic Apps is a cloud service which is managed by Microsoft Azure. It helps us in automating the business processes.

Why use Logic Apps?

Logic apps is very simple and has a very powerful workflow which is managed by Microsoft Azure. It helps in building a server less architecture, so the user does not have to worry about hosting, scaling or managing the solution. Azure Logic Apps contains 200+ connectors with it and provide users the facility to go ahead and implement another new connector if needed.

Logic apps has a very powerful architecture for logging and tracking the run history, trigger history and performance. All these activities can be access from a governance dashboard in Azure.

Another important advantage of Logic Apps is that “you pay only for what you use”. Pricing is done based on the number of actions happening within the Logic Apps, if the Logic Apps is sitting ideal there won’t be any charges incurred.

Components of Logic Apps

  1. Trigger
  2. Actions
  3. Connectors
  4. Flow Controls

How Logic Apps works?

Logic Apps works as a workflow which trigger when a specific event occurs or when any criteria is met.

Logic App can be scheduled as well so that it triggers on a time interval. User need to use a Schedule trigger.

Whenever the Logic App is triggered, the set of action associated to it also gets executed. Actions can include multiple conditions like switch statement, Looping, If and else condition or branching.

Example: Whenever a trigger detects an event which matched the trigger criteria, it fires and run the workflow actions.

Using Scanner in MS Dynamics 365

Microsoft Dynamics 365 CRM comes with many functionalities. One of the interesting functionalities is reading Barcode from mobile and tablet.

Let’s implement and check this out.

Create a custom field of type “Single line of Text”.

Figure 1: Create Custom Field

Place the field on the form. Select it and click on Change Properties button on the Home tab.

Figure 2: Place the custom field on Form

Below screen will appear you need to go to Controls tab and click on Add Control link.

Figure 3: Option for adding BarCode
Figure 4: Select option as Barcode Scanner

Now, select option as Phone and Tab. This is a mobile functionality. Click OK and Publish the Form for reflecting the changes across the Organisation.

Figure 5: Select Option as Phone and Tablet

Login CRM using D365 mobile app and open a record. Click on the scanner icon which appear next to the Scanner field. This will turn on your mobile camera and you will be able to scan the bar code of your product.

Figure 6: Option for scanning the Barcode

Scanning the Barcode. When the scan gets completed successfully the code associated to it will auto populate inside the Scanner field.

Figure 7: Scanning the Barcode.
Figure 8: Barcode value got populated inside the Scanner field.

Note: The value inside the Scanner field will be visible from Web form as well.