Dataverse web resources for configuring mock Sales Premium / Relationship Analytics data from a Dynamics 365 command bar button. Once the solution is installed you'll find the tool in the far right side of the command ribbon for Lead/Contact/Opp/Account records.
WebResources/mjts_ra_setup_v3.html- main setup modal web resource.WebResources/mjts_ra_setup_v3_ribbon.js- command bar JavaScript entry point.preview/ra-setup-v3-preview.html- standalone browser preview for the setup experience.solutions/RelationshipAnalyticsConfigV3_unmanaged.zip- unmanaged Dataverse solution export for makers/developers who want to inspect or modify the solution.solutions/RelationshipAnalyticsConfigV3_managed.zip- managed Dataverse solution export for installing into another environment.
- Configures predictive score, score reasons, Most contacted, Day KPIs, Who knows whom, Lifetime KPIs, and Opportunity Similar won deals.
- Includes a Utilities wipe flow for demo data cleanup.
- Provides a standalone preview that can be opened directly in a browser.
- All new logical easy to use fully interactive UI.
- Works from anywhere. Focussed view, Read-only grid or Sales Accelerator.
- Use generate data or manually add to JSON for each area.
- All parts of demo data can be filled, autogenerated from the tool (plus some extras not previously available).
- Useful error reporting.
- No more copying/pasting guids. All selectable from UI.
This repository contains only the web resource and preview files. Dataverse environment connection details are intentionally excluded from source control.
Use the managed ZIP for normal installation into another Dataverse environment. Import it through Power Apps maker portal or your ALM tooling.
Use the unmanaged ZIP only when you want to continue development or inspect/customize the components in a development environment.
The target environment should already include the Sales Hub / Sales Premium Relationship Analytics tables used by the tool.