D&B Optimizer for Microsoft Installation Guide Setup for Optimizer for Microsoft Dynamics. VERSION: 2.3 PUBLICATION DATE: February, 2019

Transcription

1 D&B Optimizer for Microsoft Installation Guide Setup for Optimizer for Microsoft Dynamics VERSION: 2.3 PUBLICATION DATE: February, 2019

2 Contents 1. INTRODUCTION... 3 WHAT IS IT?... 3 FEATURES... 3 GETTING SUPPORT GETTING STARTED... 4 MICROSOFT LICENSING CHECKLIST... 4 Supported Dynamics 365 Versions... 4 Supported Dynamics 365 Editions... 4 Power BI... 4 CHECKLIST BEFORE INSTALLING OPTIMIZER FOR MICROSOFT... 4 INTEGRATING WITH D&B HOOVERS INSTALLATION OF THE D&B OPTIMIZER PACKAGE... 6 PREREQUISITES... 6 INSTALLATION OF D&B OPTIMIZER FOR MICROSOFT... 6 Accessing and using D&B Optimizer for Microsoft Users and Roles Created During D&B Optimizer Installation Enabling Optimizer for Microsoft for your users Accessing Power BI Dashboards in Dynamics Share Your Power BI Dashboard with other Dynamics Users SHARING REPORTS WITH POWER BI DESKTOP IMPORTING THE D&B OPTIMIZER TEMPLATE INTO POWER BI DESKTOP Configure Power BI Desktop to access the Dynamics Instance PUBLISHING REPORT FROM POWER BI DESKTOP EDITION CONFIGURING POWER BI WEB FIELD MAPPING HOW D&B D-U-N-S LOOKUP WORKS HOW MATCH FIELD MAPPING WORKS FAQ KNOWN ISSUES OTHER RESOURCES Dun & Bradstreet, Inc. Rev February, 2019 Page 2 of 31

3 D&B Optimizer for Microsoft 1. INTRODUCTION What is it? D&B Optimizer for Microsoft is a foundational data service from Dun & Bradstreet that improves the quality of your business data by correctly identifying, cleansing, and inserting firmographic intelligence into records within your Microsoft application environment. Powered by Dun & Bradstreet's global business database, D&B Optimizer for Microsoft delivers mastered business intelligence on more than 300 million companies and their corporate hierarchies. By offering seamless connectivity through Microsoft's Azure cloud services, D&B Optimizer for Microsoft helps increase productivity and organizational alignment, while enabling customers to grow their most valuable business relationships. Features The key capabilities provided by D&B Optimizer for Microsoft are: Entity resolution and matching the ability to correctly identify, match, and streamline business data based on D&B's global reference data Data enrichment the ability to ensure all records contain accurate core business firmographics, intelligence, and corporate families Continuous data hygiene the ability to continuously maintain the integrity of business data as organizations evolve Data analysis and visualization the ability to measure the health and completeness of customer, partner, and prospect data sets Dun & Bradstreet, Inc. Rev February, 2019 Page 3 of 31

4 Getting Support For technical help regarding D&B Optimizer for Microsoft please contact us. As a reference and for easy sharing, here is a link to this document, the Installation Guide. 2. GETTING STARTED MICROSOFT LICENSING CHECKLIST Supported Dynamics 365 Versions For the D&B Optimizer for Microsoft solution you need Dynamics 365 version 8.2, 9.0 or 9.1. There are a number of options when buying a Dynamics license that will give you this application. For more information see Pricing. The supported Dynamics 365 are as following: Supported Dynamics 365 Editions Business Edition Dynamics for Sales Dynamics for Marketing Dynamics for Customer Service Enterprise Edition Dynamics for Sales Dynamics for Marketing Dynamics for Customer Service Power BI For the D&B Optimizer for Microsoft solution you need the Power BI Pro Desktop Edition license at a minimum. This ONLY runs on the Windows platform. For more information see Pricing. Note: Depending on the number of users, capacity pricing might make more sense for your business. Checklist before Installing Optimizer for Microsoft 1. Contact D&B Sales and wait until you have received the Welcome Get a D&B Optimizer for Microsoft license. Connect with your D&B account manager or sign up for a free demo to learn more. 3. Installing the Optimizer for Microsoft package. See Installation of D&B Optimizer for Microsoft. 4. Setup your Power BI Desktop and Web environment to view reports in Dynamics 365. See Sharing Reports with Power BI Desktop Dun & Bradstreet, Inc. Rev February, 2019 Page 4 of 31

5 Integrating with D&B Hoovers If you are using D&B Hoovers for Microsoft and D&B Optimizer for Marketing, D&B Hoovers should automatically be configured to map and use the D&B ID-U-N-S # in D&B ID field on the Account form in D&B Hoovers. If are youre NOT using the D-U-N-S # in D&B Hooovers but instead are using the AVID number instead, you should unmap or convert D&B Hoovers for Microsoft to use the D-U-N-S number before onboarding Optimizer for Microsoft Dynamics. Here is Dun & Bradstreet, Inc. Rev February, 2019 Page 5 of 31

6 3. Installation of the D&B Optimizer Package PREREQUISITES Make sure you are running Microsoft Dynamics or 9.0 (Microsoft hosted, NOT on-premise) as a System Administrator. This is required in order to install the Optimizer for Microsoft package. You can confirm by going to Settings > Security > Users, select your name for the Enabled Users list and select Manage Roles. If you are not able to see or access this, you are likely not a System Administrator. Installation of D&B Optimizer for Microsoft As part of the installation process, Dynamics requires you to register and pick which instance of Microsoft Dynamics to which you are installing Optimizer for Microsoft. 1. Contact D&B Sales to request a trail or purchase. Upon doing so, D&B will send you a Welcome signifying you can install the D&B Optimizer for Microsoft package. You will NOT be able to complete the installation until you have received the Welcome To access the D&B Optimizer for Microsoft package installation, go to the Microsoft AppSource. If the listing does not automatically appear on the AppSource site, search on D&B. 3. To start the installation, select Free trial on the D&B Optimizer for Microsoft panel. If you want to learn more about the product before installing, select the header of the panel. Dun & Bradstreet, Inc. Rev February, 2019 Page 6 of 31

7 4. If you have not registered with Microsoft, you will be asked to enter your account information. If you agree with Microsoft s terms, accept and Continue. If you have already registered, select Continue or alternatively Edit your information before continuing. 5. You will be presented with a list of all Microsoft Dynamics Organizations to which you have access based on your permissions in your Active Directory Security Group. Select the desired Organization ID to add the Optimizer for Microsoft application to and Accept that you want D&B Optimizer to access Microsoft Dynamics. Dun & Bradstreet, Inc. Rev February, 2019 Page 7 of 31

8 NOTE: You MUST have System Administrator access to the instance of Microsoft Dynamics in order to install the Optimizer for Microsoft package 6. Next you must Register the Optimizer for Microsoft application with a specific instance of Microsoft Dynamics. This is checking that you are a System Administrator for the selected Dynamics instance. Dun & Bradstreet, Inc. Rev February, 2019 Page 8 of 31

9 7. After clicking Submit, you should receive a Success message. At this point, Dynamics starts installing the Optimizer for Microsoft package. This process will take up to 15 minutes to complete, depending on network and application conditions. 8. To see if your installation is complete, go to Dynamics, select Settings > Solutions and the All Solutions window will display D&B Optimizer Dun & Bradstreet, Inc. Rev February, 2019 Page 9 of 31

10 Accessing and using D&B Optimizer for Microsoft Now that you have completed the Optimizer for Microsoft installation, the next step is to onboard all your accounts. What is onboarding? Onboarding is Matching and Appending your ENTIRE database of accounts in your Dynamics instance. 1. Only the D&B Optimizer Administrator User OR the Dynamics System Administrator can access and perform a Bulk Match which is accessed via Settings > D&B Optimizer. Dun & Bradstreet, Inc. Rev February, 2019 Page 10 of 31

11 2. Onboarding instructs D&B Optimizer to go through ALL of your records and for those that do NOT have a Business Profile, perform a Match/Append/Enrich, and create a Business Profile. You must run the onboarding once, manually, and then all subsequent matching and appending is done automtatically. To run the first match and append, select Start onboarding. Additionally, over the course of 14 days, D&B Optimizer will refresh all existing Business Profiles for all records. It will not create new Business Profiles, only update existing ones. NOTE: Company and an ISO Alpha2 (e.g. US) or ISO Alpha 3 (e.g. USA) Country Code are the minimum REQUIRED fields for matching to be run. Accounts that don t have both will remain unprocessed. Best practice: Only trigger the Bulk Match after initial installation. Dun & Bradstreet, Inc. Rev February, 2019 Page 11 of 31

12 3. Optimizer for Microsoft displays information on your accounts pages in a section titled D&B Business Profile. The Company and 2 letter ISO Country Code are REQUIRED fields for matching an account record to a business profile. With at least those two fields completed, upon Save, D&B Optimizer for Microsoft will automatically run a match and append for this account. Users and Roles Created During D&B Optimizer Installation 1. The installation automatically creates two Security Roles in Dynamics. D&B Optimizer Administrator This role is required for D&B Optimizer for Microsoft and should never be deleted or modified unless specified by D&B Support team. D&B Optimizer User This role is assigned to users for whom you want to grant access to D&B Optimizer Business Profile data. 2. The installation automatically creates the user D&B Optimizer, also referred to as the Application User. The D&B Optimizer Administrator Security Role is assigned to the D&B Optimizer user. This is the only Security Role assignment that is automatically performed during the installation. Dun & Bradstreet, Inc. Rev February, 2019 Page 12 of 31

13 Enabling Optimizer for Microsoft for your users 1. As the D&B Optimizer Administrator, you can enable the D&B Optimizer capability for your end users by going to Security > Users and enable the D&B Optimizer User for each user. Note that the Microsoft Dynamics System Administrator role will also be checked if you are the Microsoft Dynamics System Admin. BEST PRACTICE: Enable this just for users that will be accessing the system in order to view Business Profiles including the DUNS number for accounts. Accessing Power BI Dashboards in Dynamics Note: You must setup Power BI reports before doing this step. Until you setup Power BI reports, you will not be able to access them within the Dynamics dashboards. See section on Power BI. 1. In Dynamics, select Settings > Administration > System Settings and the Reporting tab. 2. Set the Allow Power BI visualization embedding to Yes and click OK. Dun & Bradstreet, Inc. Rev February, 2019 Page 13 of 31

14 3. At this point, your Dynamics instance is configured to display Power BI Reports BUT you must now tell Power BI which reports to display in your Dynamics instance. If you have not configured Power BI, you must do so before proceeding with the remaining steps. 4. Select Sales > Dashboards. 5. Select NEW > Power BI Dashboard 6. If you have already configured Power BI, then from the Workspace dropdown select the workspace the Power BI report is in and from the Dashboard dropdown select the Power BI report. To access this report within Dynamics, in Sales > Dashboards, select the drop down next to the current Dashboard, which is Marketing Dashboard in the following screenshot. The dashboard you created will be listed under in the drop down menu My Dashboards at the bottom, under System Dashboards. Dun & Bradstreet, Inc. Rev February, 2019 Page 14 of 31

15 Menu to access list of dashboards. At the bottom under My Dashboards, make your selection. Dun & Bradstreet, Inc. Rev February, 2019 Page 15 of 31

16 7. The dashboards are displayed. Select the desired dashboard and then SET AS DEFAULT on the menu bar. Share Your Power BI Dashboard with other Dynamics Users 1. Select Sales > Dashboards. 2. Select the Dashboard you want to share. 3. Click SHARE DASHBOARD. Add the Users/Teams you want to share the dashboard with. Dun & Bradstreet, Inc. Rev February, 2019 Page 16 of 31

17 4. Sharing Reports with Power BI Desktop Optimizer for Dynamics reports are generated in Power BI Desktop Edition where they are published for viewing in Power BI Web, then finally published for viewing in Microsoft Dynamics. To setup Power BI to build and publish reports, follow the instructions below. For more information see Power BI. If you have not already installed, download and install the Power BI Pro Desktop application from the Microsoft Power site here. The file name will look like this: PBIDesktop_x64.msi. Note: Only Power BI Desktop Edition for Windows is supported. Importing the D&B Optimizer Template into Power BI Desktop 1. Download the D&B Template. The file name will look like this: dnb_optimizer_1_1_0_0_powerbi.pbit. 2. Import the D&B Optimizer template by choosing Select File Import Power BI template and browse to the D&B Optimizer template. Dun & Bradstreet, Inc. Rev February, 2019 Page 17 of 31

18 3. When browsing to select the D&B Optimizer template, make sure to change the dropdown to display the.pbit files and select the DNB Optimizer Power BI Template. Configure Power BI Desktop to access the Dynamics Instance 1. Next configure Power BI Desktop Edition so it can access your Dynamics instance data source. To do this, select Home > Edit Queries > Data source settings. Dun & Bradstreet, Inc. Rev February, 2019 Page 18 of 31

19 2. To update the Data Source Settings, select Change Source and enter your Dynamics environment details. It will have the format below. Microsoft recommends using API v Dynamics 365 (online) service URL>/api/data/v8.2 For example: 3. After applying the Data source setting, Power BI will display an information notice. Select Apply changes. This information notice will be just below the main toolbar. Dun & Bradstreet, Inc. Rev February, 2019 Page 19 of 31

20 4. Changes are applied in the screen titled Odata Feed. Select Organizational account and then Sign in 5. After successfully signing in, select Connect and your query changes are applied. Dun & Bradstreet, Inc. Rev February, 2019 Page 20 of 31

21 6. The report should now populate with the data from your Dynamics accounts and look something like this. Publishing Report from Power BI Desktop Edition 1. Select Home > Publish and sign in. 2. Select a destination to publish the report to. Dun & Bradstreet, Inc. Rev February, 2019 Page 21 of 31

22 3. After publishing the report, you should see a Success message! Configuring Power BI Web 1. The purpose of configuring Power BI Web is so reports can be accessed within a dashboard inside of Microsoft Dynamics. Dun & Bradstreet, Inc. Rev February, 2019 Page 22 of 31

23 2. Sign in to Power BI Web Edition This can be accessed via the App Launcher in the top left corner of your Microsoft Dynamics interface. Select the App Launcher. Select Power BI from the list. 3. Select the workspace you published the report to from Power BI Desktop Edition, select the Reports tab and select the report. Dun & Bradstreet, Inc. Rev February, 2019 Page 23 of 31

24 4. Click the pin icon on the top right corner to Pin to dashboard. 5. Select an existing dashboard or in this example, create a New Dashboard, name it D&B Optimizer Dashboard and click Pin Live Page. 6. Navigate to My Workspace and select Dashboards to view your dashboard. Dun & Bradstreet, Inc. Rev February, 2019 Page 24 of 31

25 7. Select the workspace you published the report to, select the Datasets and click the "Schedule Refresh" icon for the dataset associated with the report. 8. Expand the section titled "Scheduled refresh" then wait a few seconds until the section becomes active. Dun & Bradstreet, Inc. Rev February, 2019 Page 25 of 31

26 9. If Scheduled refresh does not become active, select Edit credentials to add the URL for your Microsoft Dynamics instance and the Authentication Method for logging into your Microsoft Dynamics instance. 10. Toggle the slider for "Keep your data up to date" to the "On" position, choose a time and frequency for the refresh, and Apply changes. 1. Note: A refresh schedule MUST be provided for the dataset otherwise the associated dashboard will never update. 11. Make your changes and select Apply and you should receive a confirmation. 12. To access your Power BI dashboards in Dynamics, click here. 5. Field Mapping How D&B D-U-N-S Lookup Works The D&B D-U-N-S Lookup is available only to the D&B Optimizer System Administrator and allows you utilize a company s DUNS number to perform a lookup to see if any updates are available across the 80 fields that can be associated with an Account in Microsoft Dynamics. This is a global setting and applies to all accounts in your Dynamics instance. If the Dynamics Account Field is mapped to the D&B Optimizer Field and the field is populated, Optimizer for Microsoft will perform a lookup and if changes are found, will update the D&B Business Profile for that account with all changes. This is an all or nothing operation and can t be selectively controlled at the field level. By default, the D&B D-U-N-S Number field is NOT mapped but if you do have D&B Hoovers installed before D&B Optimizer for Microsoft is installed, this will be detected and will automatically be mapped to the D&B Optimizer Field named D&B D-U-N-S Number. Dun & Bradstreet, Inc. Rev February, 2019 Page 26 of 31

27 NOTE: When the DUNS field is mapped and populated, any change to ANY of the nine fields will trigger a Match. But instead of using data from the 9 Account Entity fields, ONLY the DUNS number will be used to perform a lookup and automatically update the Business Profile with any changes. How Match Field Mapping Works By default Optimizer for Marketing utilizes 9 fields on the Dynamics Account Entity when attempting a company match. Here are the Match 9 fields. 1. Business Name 2. Street 1 3. Street 2 4. City 5. State 6. Zip 7. Country 8. Website URL 9. Phone Number Dun & Bradstreet, Inc. Rev February, 2019 Page 27 of 31

28 This capability lets you set and use any Dynamics Account fields as inputs to the Optimizer Company Match process. The D&B Optimizer fields are on the left and are populated by the Dynamics Account Field setting on the right. Any time one or more of the 9 fields are updated, AND the account has both a Company Name and a Country Code, Optimizer for Marketing will automatically attempt a match if it s a new Account or a rematch if it s a previously matched account. If a DUNS number exists, that is used in the Match process and the Match Field Mappings are ignored. If there isn t a DUNS number, then all the data in the 9 fields are used inputs to the Match process. Dun & Bradstreet, Inc. Rev February, 2019 Page 28 of 31

29 6. FAQ How does the D-U-N-S Lookup and the Match Field Mapping work? If the D-U-N-S Lookup is both mapped and populated, then all the remaining fields in the Match Mapping settings are ignored and only the DUNS number is used to determine if there are any updated fields. This will never result in a new DUNS number being returned an updated. I don t agree with or need to change the company that was previously matched. How can I change or Rematch a single company associated with an Account? There are a few ways to accomplish this. 1. If you have mapped the D-U-N-S field, go to the specific record and delete the data in the field mapped to the D-U-N-S field and then Save the record which will trigger a rematch. 2. If you are using D&B Hoovers, go to the Hoovers View and Select Wrong company which will generate a list of companies to choose from. Dun & Bradstreet, Inc. Rev February, 2019 Page 29 of 31

30 Make your selection and click Save and the Dynamics Account entity will be updated. 7. Known Issues ISSUE: Installing immediately after an Uninstall doesn t seem to work. WORKAROUND: After completing an UNINSTALL, you may have to wait up to one hour before Microsoft completely removing all components and allowing you to perform another installation. ISSUE: After what appeared to be a successful installation, the Bulk Match is taking too long and Business Profiles are not being created. EXPLANATION: There is a known Microsoft Dynamics defect related to Keys. D&B Optimizer will not work if these keys are not properly created on the D&B Business Profile and D&B Match Field entities during installation. The following steps will ensure an alternate key is active. Note that Microsoft fixed this issue for customers who are running D&B Optimizer Version or higher AND are running Microsoft Dynamics 9.0 or higher. Dun & Bradstreet, Inc. Rev February, 2019 Page 30 of 31

31 To work around this issue, follow these steps: 1. Confirm Status of Key Settings > Customization > Customizations > Solutions > D&B Optimizer > Components > Entities > D&B Business Profile > Keys > Business Profile Alternate Key. If the Status is Failed, go to step 3 below. If the alternate key status has been Pending for a long time, perform step 2. If the key is Active and the problem described above is still occurring, there may be another issue at play, please contact support. 2. Verify status of Alternate Key System Job Settings > System > System Jobs > and search on Create Index. If the status of the system job to activate the alternate key is Failed, proceed to step 3. If the job is In progress, please allow more time for it to complete, and return to step Delete the Failed Alternate Key Job Settings > System > System Jobs > and search on Create Index. a. Delete the failed system job for the key you wish to activate. 4. Reactive the Alternate Key Settings > Customization > Customizations > Customize the System > Components > Entities > D&B Business Profiles > Keys a. Select the Alternate Key by checking the checkbox next to it. b. Choose Reactivate Key under More Actions c. Allow minutes for the process to complete 8. Other Resources Dun & Bradstreet Customer Service: For support requests regarding the activation or functionality of D&B Optimizer for Microsoft, please contact your regional Dun & Bradstreet Customer Service Team or reach out to your assigned Support Specialist. Alternatively, a support ticket can be submitted here DNB-EASY ( ) Hours (8AM - 9PM EST) After Hours Technical Support Contact: 24X Support@dnb.com Dun & Bradstreet, Inc. Rev February, 2019 Page 31 of 31