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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!!

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