wk2 april_epic Story K&L, Story B: Health Equity Grant & Microsoft Dynamics - Quantify the scale of emails in mtl.help and mtl.info #crm #365

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health_equity_grant

pivot

CRM

• [ ] @epearman and @emilymetcalf114 to investigate quantifying the scale of emails in mtl.help and mtl.info in Microsoft dynamics.

• [ ] mtl.help@va.gov emails by month

• [ ] mtl.info@va.gov emails by month

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wk2 2023_apr_epic msd365_workflow @emilymetcalf114 #people_ops_workstream @epearman #data_ops_workstream

• [x] Reviewed section 9.2 Run, create, edit and share Reports in the Dynamics Testers Guide
• [x] Tested viewing of existing and creation of new reports in the Dynamics DEV Environment

Discoveries

• [x] Can create reports to filter and group on specific variables and views
• [x] Can only view existing reports and newly created reports in the Dev environment. The QA and PROD environment throw erros.

Running a report in the DEV environment

Example: Run the "Email by Team" report

Click "All Applicable Records"

Functional Requirements

• [ ] Resolve bug: Reports not running in the QA or PROD Environment #crossref lzim/research#644
• [ ] Resolve bug: Not all MTL Help or Info emails are being tracked with the tag "Tracked to Dynamics 365" in Outlook #crossref lzim/teampsd#2552
  • [ ] If not all MTL Help or Info emails are being tracked then we cannot get accurate counts on CRM.
  • [ ] Review the Microsoft Release Planner to see if this feature is being added.
• [ ] Develop a Report in the DEV environment that will summarize emails by receiving inbox per section 9.2 of the Dynamics Testers Guide

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Closing April efforts on this car. Will opened another card on this for May lzim/teampsd#2923. This effort is currently blocked by bug lzim/research#644