Do you know how to search employee skills? (Extending AD vs SharePoint vs Dynamics 365 CRM)
Updated by Tiago Araújo [SSW] 2 years ago. See history
123
<introEmbed body={<> AD has all your users e.g. Bob, Mary, Jane... SharePoint also has all your users, plus you can extend this information using the [UserProfile Service](https://docs.microsoft.com/en-us/sharepoint/manage-user-profiles?WT.mc_id=M365-MVP-33518). The beauty of this is that if everyone has updated their skills, it is wonderfully searchable. </>} /> <youtubeEmbed url="https://www.youtube.com/watch?v=fhnatho4nSg" description="" /> <imageEmbed alt="Image" size="large" showBorder={false} figureEmbed={{ preset: "default", figure: 'SharePoint People Search – Notice the Skills coming from UserProfile Service (aka UPS)', shouldDisplay: true }} src="/uploads/rules/search-employee-skills/extending-ad-1.png" /> <imageEmbed alt="Image" size="large" showBorder={false} figureEmbed={{ preset: "default", figure: 'Mockup - Improved SharePoint People Search Results', shouldDisplay: true }} src="/uploads/rules/search-employee-skills/mockup-extending-ad-3.jpg" /> SharePoint has an Admin UI to manage User Profiles. <imageEmbed alt="Image" size="large" showBorder={false} figureEmbed={{ preset: "default", figure: 'User Profile UI in your SharePoint Admin Centre – generally this is not needed the Delve out of the box experience works for your organisation', shouldDisplay: true }} src="/uploads/rules/search-employee-skills/extending-ad-2.png" /> [Delve](https://support.microsoft.com/en-us/office/what-is-delve-1315665a-c6af-4409-a28d-49f8916878ca) is a cool product with a nice UI that is essentially a portal onto the User Profiles. <imageEmbed alt="Image" size="large" showBorder={false} figureEmbed={{ preset: "default", figure: 'Delve profile – Click on “Update Profile” to write data back to SharePoint User Profile Service', shouldDisplay: true }} src="/uploads/rules/search-employee-skills/extending-ad-3.png" /> Where it all falls down... What if your people’s skills are stored in another system such as Dynamics 365 CRM or Salesforce? <imageEmbed alt="Image" size="large" showBorder={false} figureEmbed={{ preset: "default", figure: 'People’s skills are often stored in Dynamics 365 CRM or Salesforce', shouldDisplay: true }} src="/uploads/rules/search-employee-skills/extending-ad-4.png" /> You can use PowerShell and SharePoint PNP libraries to programmatically interact with the SharePoint UserProfile service. This process allows you to sync skills across systems with a custom solution: <imageEmbed alt="Image" size="large" showBorder={false} figureEmbed={{ preset: "default", figure: 'Powershell - Reading skills from UserProfile', shouldDisplay: true }} src="/uploads/rules/search-employee-skills/extending-ad-5.png" /> <imageEmbed alt="Image" size="large" showBorder={false} figureEmbed={{ preset: "default", figure: 'Powershell - Adding “Blazor” to Jean’s skill list', shouldDisplay: true }} src="/uploads/rules/search-employee-skills/extending-ad-6.png" /> OpenSearch is another solution, using the OpenSearch protocol you can [add external data sources to your SharePoint search results](https://docs.microsoft.com/en-us/sharepoint/search/understanding-result-sources-for-search?WT.mc_id=M365-MVP-33518). <asideEmbed variant="greybox" body={<> #### Suggestions to Microsoft **#1 Help me better sync my Dynamics 365 CRM data with the SharePoint user profile service** This should be a simple SharePoint connector so this piece of PowerShell glue is not required 👌\ E.g. CRM user skills to User Profile properties **#2 Help me make Dynamics 365 CRM data searchable from SharePoint search** If not using a connector, we should be able to easily index and search through Dynamics 365 CRM data. This is essentially just calling a different API. **#3 Help me customise SharePoint search results** If you don’t want either of those options (i.e. you users’ skills are stored somewhere else), we should be able to change the search results UI.\ E.g. Search for people here: <https://ssw.com.au/people> <imageEmbed alt="Image" size="large" showBorder={false} figureEmbed={{ preset: "default", figure: 'The SharePoint Search should let you add links like in this image', shouldDisplay: true }} src="/uploads/rules/search-employee-skills/sharepointuxforpeopleandbookedindays.png" /> **[\#4 Help me search for user entities in Dynamics 365 CRM](https://experience.dynamics.com/ideas/idea/?ideaid=b5daa141-90f5-eb11-ba5e-0003ff457d0a)** There should be a global user search that goes across all entities in Dynamics 365 CRM. <imageEmbed alt="Image" size="large" showBorder={false} figureEmbed={{ preset: "default", figure: 'Searching User + Skill doesn’t yield any result although this skill is associated to the user', shouldDisplay: true }} src="/uploads/rules/search-employee-skills/extending-ad-7.png" /> </>} figureEmbed={{ preset: "default", figure: 'XXX', shouldDisplay: false }} />
Categories
Related rules
Need help?
SSW Consulting has over 30 years of experience developing awesome software solutions.