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Dynamics Social Analytics Solution

As promised! Demoed at our D365 Saturday Summer Boot camp session on Replacing  Dynamics workflows with Flow.

Dynamics solution

Contains a Social Analytics custom entity with some magic in the background!

Unmanaged.zip

Managed.zip

Flows

GetTweets.zip (Gets Tweets matching hashtags and creates records in social analytics entity)

DynamicsSocialAnalyticsV2.zip ( On create of a record in the Social analytics entity, use Text API to get sentiment, translation if not English, key words and update back into Dynamics)

Instructions

Install the unmanaged  or managed solution into your instance which ever floats your boat 🙂.

Text Analytics API Key

You will need an azure subscription on with a Cognitive Text Analytics API service .You can get a trial API key limited to 5000 executions for 7 days ( A free azure subscription will not limit you to the 7 days). Go to https://azure.microsoft.com/en-gb/try/cognitive-services/?api=text-analytics

Make sure Text Analytics is selected and hit Get API Key – Choose guest and get started.

You should eventually end up with the your API key and endpoint as shown in the image below which will be needed later on in the flow.

Social Analytics Flow

Head to your flow environment https://flow.microsoft.com. Go to My Flows , you should see Import in the top right, hit that . Upload  and import the flow DynamicsSocialAnalyticsV2.zip. You will need to fix the connections to your Dynamics instance. For Text Analytics, select “Select during Import” , Create a new connection, search for Text Analytics, select it and enter one of your Keys and your Endpoint URL. Come back to the import screen, refresh the list and select your new Text analytics connector. Do the same  for the Translator connection, named “Microsoft Translator” you shouldn’t need an API key for that. Once all the connectors have been fixed import the flow.

Once complete you should be able to see the Dynamics Social Analytics flow. Edit the flow and point both the Dynamics triggers, at the start and the update action all the way at the bottom to your instance by clearing out the org name, selecting yours and then the Social Analytics entity provided in the installed solution.

Before

After

Get Tweets Flow

Import GetTweets.zip flow. Fix the connections again by adding a twitter and your dynamics connections.After upload , you will need to fix the create Dynamics record action at the bottom of the flow as before. Replace #D365Saturday to your favourite hashtag and bobs your uncle, you can duplicate this flow if you wish to track multiple hashtags.

 

Charles Osei

Dynamics 365 Consultant @ RSM MCSE Business Applications Computer Science – University of Lincoln 2017 Nottingham D365/CRM user group Chapter Leader TDG – Community leader Twitter @charliedevxyz LinedIn https://www.linkedin.com/in/charlesosei/

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