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.
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.
Below screen will appear click on INSTANCES tab search for Gamification and install it. The installation would take few minutes.
After gamification solution has been successfully installed.
Navigate to Dynamics CRM 365 go to Settings –> Solutions. Here we will find solutions related to gamification.
We can now find the Gamification module. Click on Gamification Settings.
Clicking on Start Activation button will ask to provide the permission for gamification.dynamics to accept you organization.
Click on Activate button, generate the security key.
Copy the security key and paste it in below Security Key text box. Click Activate
Clicking on continue will take you to the below Gamification Portal
Else Go to Dynamics 365 CRM — Gamification –> Gamification Settings. Click Open Gamification Portal
Click on Games –> 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
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.
Select the players for the game.
Select Fan for the game who would be support the player.
Declare the reward price for the players who come 1st, 2nd or 3rd in the game.
Click Start Game button.
Go to Games and hit the Games link:
Click on Saved Games tab, select the same and activate it.
After the games is activated. We will get a notification stating that the games have been activated.
Let’s create some lead and opportunity within CRM. To check how the score point raising within the Score Board game.
To check the Lead Score points, click on the KPI Award dropdown. Select Leads Created Award option.
Click on Opportunity Created Award.