The Microsoft Dynamics 365 - Gamification capabilities are a solution for Microsoft Dynamics 365 (online), hosted on Microsoft AppSource, that you need to install before you can start using the capabilities to manage your Gamification games, KPIs, and players.
Gamification requires at least Microsoft Dynamics CRM Online 2016 Update 1.
Users must have a Microsoft Dynamics 365 (online) license assigned to access the Gamification service.
Users must have an up-to-date browser. More information: Browser requirements to enable a seamless experience in Gamification
Install Dynamics 365 - Gamification
Gamification capabilities in Dynamics 365 are a solution for Microsoft Dynamics 365 (online) that you install from Microsoft AppSource.
Gamification can be used exclusively on a single Microsoft Dynamics 365 (online) instance per Microsoft Dynamics 365 (online) tenant. More information: TechNet: Multiple online instances or tenants
Install the solution from AppSource
In AppSource, select Microsoft Dynamics 365 - Gamification.
Sign in to your Microsoft Dynamics 365 (online) system admin account, if you aren't already signed in.
Click Get to start installing the solution.
Review and accept the disclaimer and the terms to add Gamification to Microsoft Dynamics 365 (online).
It may take a few minutes for the solution to be installed in Microsoft Dynamics 365 (online).
KPI manager security role
When you install Gamification, a security role called KPI manager is created. System admins can assign this security role to Microsoft Dynamics 365 (online) users they want to enable to create KPIs for Gamification in Microsoft Dynamics 365 (online).
To learn more about security roles and privileges, see TechNet: Security roles and privileges
For more information about KPIs in Microsoft Dynamics 365 (online), see Configure KPIs for Gamification in Dynamics 365 (online).
Activate Gamification in Dynamics 365
Before you can sync Microsoft Dynamics 365 - Gamification with Microsoft Dynamics 365 (online), a user who has a global admin role in Office 365 and a system administrator security role in Microsoft Dynamics 365 (online) needs to complete the setup process to obtain the security key.
Activate the Gamification portal for your organization
In Microsoft Dynamics 365, go to Settings > Solutions and then double-click the Gamification solution.
Click Start Activation and sign in with your admin credentials.
Accept the disclaimer and provide a Name and a Location for your instance of the Gamification portal.
Click Register to start the activation and obtain the security key.
Copy the Security Key and paste it in the input box.
Click Authorize to complete the connection between Microsoft Dynamics 365 (online) and Microsoft Dynamics 365 - Gamification.
You'll receive an email with additional details, and then you can access your organization's Gamification instance.
Additionally, the system creates a set of default KPIs in Microsoft Dynamics 365 (online) so you can quickly get started with the first game in Gamification. More information: Configure KPIs for Gamification in Dynamics 365 (online)
To sign in as the first Commissioner, go to Gamification sign-in.
Update the Gamification solution
A system administrator can update the solution.
If an update is available, a notification is displayed on the Gamification Settings page.
Sign in to https://portal.office.com with your Global administrator or Microsoft Dynamics 365 System Administrator credentials.
Click Admin centers > Dynamics 365.
Click the Instances tab, and then select the instance the solution is connected to.
Select the solution you want to update and click Upgrade.
In Microsoft Dynamics 365, go to Gamification > Gamification Settings and click Configure App to update all dependencies to the latest version.
This step is required to keep all synchronization processes running.
The system will apply all necessary changes and validate the update to ensure data keeps flowing smoothly.
You need to repeat the above steps whenever you update the solution.
View active games in Dynamics 365
You can view information about the active games in Dynamics 365.
View active games
In Microsoft Dynamics 365 (online), go to Gamification > Games.
In the list of games, click the game name you want to see details about.
In the Game Details section, you'll find basic information about the game, like the name and the start and end date.
In the Setup KPIs section, you can see the KPIs and their setup status in the selected game. For more information about KPIs in Microsoft Dynamics 365 (online), see Configure KPIs for Gamification in Dynamics 365 (online).
By installing and enabling the Microsoft Dynamics 365 - Gamification solution, the enabling user’s account identifiers (such as first name, last name, and email address) will be stored in Azure to allow for authorization with the Gamification service, which is hosted in Azure. This applies to all users that are enabled in the Gamification service by their administrator. The Gamification solution sends Key Performance Indicators (KPI) data, configured by an administrator, to the Azure service, and that data is stored in Azure structured storage as well as blob storage. Each user’s Avatar, Custom Awards, and Company Logo are stored in Azure, but the information is not returned to Dynamics 365.
Note that administrators and authorized users can leverage Dynamics 365 data, such as phone calls, opportunities, and booked revenue to configure KPIs for use in games. The Gamification service does not initiate any calls to Dynamics 365 and only responds to data, such as games where the KPIs are being used, that flows back to Dynamics 365.
An administrator can also enable the Gamification TV stream to be made public. Game managers who set up Gamification TV streams and enable public streaming will allow for the TV stream to be viewed by anyone on the Internet who has the stream link.
An administrator can subsequently remove the Gamification functionality by uninstalling this solution from the Microsoft Dynamics 365 organization.
Azure components and services that are involved with Gamification are detailed in the following sections.
Note: For more information about additional Azure service offerings, see the Microsoft Azure Trust Center.
Designer Service (Web Role)
This provides multiple Web Services for communication between a Dynamics 365 organization and the multi-tenanted Gamification Azure components. For example, gamification details stored to Azure SQL Storage. Game calculations use Azure Service Bus queue and returned to be scored and shown in the service. Customer and user uploaded images are stored in Azure Blob Storage. All requests are authenticated against Azure Active Directory.
All services store configuration data in Azure Key Vault.
Gamification uses SQL Azure to store:
Organization (tenant) data
Avatars, company logos, and other customer uploaded images are stored in Azure Blob Storage.
Gamification uses Azure Active Directory to authenticate users and determine eligibility to use the platform.
Overview for commissioners and game managers in Gamification
Configure KPIs for Gamification in Dynamics 365 (online)
Import players and fans from Dynamics 365 (online) and manage their security roles
Set up and run games in Gamification
Privacy information and license terms for Gamification