Collaboration Control for Dynamics 365 & Dataverse

Integrated collaboration arenas for Dynamics 365 and Dataverse

Collaboration Control for Dynamics 365 is made for those that already have Dynamics 365 or Dataverse: Here the organization will quickly and at a low cost get support for integrated collaboration arenas, directly from Accounts, Opportunities and other business data in the platform. Dataverse / Dynamics 365 is used as a catalog for the collaboration arenas, and also stores links between collaboration arenas and business data.

All the benefits of Collaboration Control, only with even faster implementation at a lower cost​

Skyvekraft has already developed the necessary basic tables in Dataverse / Dynamics 365, and has also made links to market-leading collaboration platforms such as Microsoft SharePoint and Teams, Workplace from Meta / Facebook, Slack, Google Drive, Dropbox and Box.

We can therefore introduce Collaboration Control at a low, predictable cost to effectively cover needs of companies that are using Dynamics 365 / Dataverse.

We have developed a canvas app that shows related business data in the collaboration platforms, as well as a canvas app so that end users can easily order collaboration arenas using master data from Dynamics 365 and Dataverse. Collaboration arenas can also be created automatically based on changes in business data - for example, when an Account is given a specific status. We also support a canvas app for scenarios where it is desirable that the user can choose the collaboration platform, template and other choices, but where the process starts directly from a record.

Standard, but flexible and expandable

Even if Skyvekraft offers a basic "get started" package of Collaboration Control for Dynamics 365 and Dataverse, there are no limitations in the solution. It uses the exact same technology platform, LogIQflow, as other solution areas. There is full flexibility in terms of being able to expand Collaboration Control for Dynamics 365 and Dataverse with new connectors to other types of platforms, develop new templates, etc. Therefore, it is possible to start with a fast and easy implementation, and over time, expand the solution as needed.

Create suitable collaboration arenas directly from Dynamics 365 / Dataverse records

With Collaboration Control, collaboration arenas can be created directly from a Dynamics 365 / Dataverse record, and thus given a business context. This can be done fully automatically, for example when a new entry has been created or given a new status.

It can be done semi-automatically, where the user initiates the process from a Dynamics 365 / Dataverse record, and can then make their own configuration choices, such as selecting desired template, choose a security policy, etc.

Collaboration arenas can also be created from a stand-alone “App” without being part of a business system, but will also be able to utilize Dynamics 365 / Dataverse master data, and connect to these. 

Lifecycle management

 

A major challenge with today’s detached collaboration arenas is the lack of lifecycle management. Some organizations try to handle this by having owners regularly having to confirm that an arena is in use, otherwise it will be deleted. This is a dangerous strategy, because the owner may have left the organization or might not respond. Similarly, an older arena that has not been used for a while may still contain critical information that may be needed later. It is therefore much better to have control over the lifecycle through the link to the business data. For example, if the collaboration arena contains delivery or project documentation, automation can be created that handles these in relation to requirements for storage in relation to the time of delivery. For example, after 3 years, the content in such arenas can be automatically “compressed” and stored on an affordable archiving infrastructure. Then, after another 3 years, it is automatically deleted. Similarly, files with personal data can be automatically deleted when it is flagged from the business system that the information is no longer needed.

Templates provide more effective collaboration arenas

Many collaboration platforms support the use of templates and can be programmatically configured. With Collaboration Control, such template support can be leveraged so that created collaboration arenas are automatically configured with the correct template and other settings. The collaboration arena is therefore better adapted to the work in hand. Arenas of the same type get a uniform and predictable look and feel, which in turn results in more satisfied and productive users. When using templates, combined with a connection to the business context, arenas can have built-in functionality for automation – for example digital signing directly from the documents in the collaboration arena.

Quicker automation at a lower cost 


If we know the business context of the content in a collaboration arena, there are few limits to automation. For example, it will be much easier and faster to implement digital signing and solutions for automated document flow and task sharing when we in the collaboration arena already know the business context.

Business context is displayed in the collaboration arenas and connected arenas are shown in Dynamics 365 records

When a collaboration arena is connected to a business context, updated and relevant information from Dynamics 365 / Dataverse can be displayed in the collaboration arena.

This is from a “bidroom” in SharePoint where documentation is produced for one or more related Opportunities. The status and link to the relevant Opportunities are displayed here.

 

This is from an Opportunity in Dynamics 365 with a link to the bidroom.

Supports already market-leading collaboration platforms – and easy to create support for others

Links have already been made for the market’s leading collaboration platforms such as Teams and SharePoint, Slack, Workplace, Box, Google Drive and Dropbox. Other platforms, whether other standard solutions, niche solutions, or customer-specific solutions can be supported by configuring new links.

 

Dynamic, always updated directories

The links that Collaboration Control creates between the collaboration arenas and the business context are used as a basis for directory entries. These are dynamic, which means that they are automatically updated in the event of changes in the business data, such as status changes, change of responsible / owner of an information object, change of customer name, etc. It is also possible in the directory to display derived data, like security classification of related content, GDPR/privacy information etc. 

 

Better security and easier administration

By connecting the collaboration arena to a business context, the context can be used to automatically control access and user rights. For example, if the business object is defined as sensitive, only users who have specific roles in the business system to the related data will have access. Access rights can be dynamically updated in the event of changes in the business data. For example, by changing the customers key account manager, a new person can automatically gain rights to the relevant collaboration arenas for that customer. This automation not only provides increased information security, it provides less manual administration of accesses and lower support costs.
 

 

Built on LogIQflow – and can be combined with other solution concepts

Collaboration Control is an application area for LogIQflow, Skyvekraft’s advanced technology platform for digitization of collaborative processes. Security, scaling, performance and flexibility are important features of the solution.

Collaboration Control already has support for market-leading collaboration platforms such as Microsoft SharePoint and Teams, Workplace from Meta/Facebook, Slack, Google Drive, Dropbox and Box. Support can be created efficiently and quickly for new IT-solutions, new integration scenarios and internal IT systems, either cloud- or on-premise based. 

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