Come along at we deep-dive into a full User eXperience Panel implementation. There are an excessive amount of timestamps so that the video can be used as a reference lookup table, as well as a standalone video.
TIMESTAMPS
00:05:53 scope of today
00:07:07 Creating your first User eXperience Panel project
00:08:25 Concept of Partner Projects
00:09:35 What is User eXperience Panel?
00:10:48 Concept of Ai Tokens
00:11:45 Recommendation for your first User eXperience Panel project
00:12:42 Current Limitations for User eXperience Panel
00:13:26 Ai Capabilities Of The User eXperience Panel and Background Theory
00:15:26 Configuring User eXperience Panel For Your First Project / Convert An Existing Project Into a User eXperience Panel project
00:16:16 User eXperience Panel Template Settings
00:17:10 User eXperience Notifications Setup
00:22:50 User eXperience Configuration
00:25:05 User eXperience Configuration - Sources (see 00:46:38 too)
00:25:18 User eXperience Configuration - Sources, External Structure / Partner Portal
00:26:08 User eXperience Configuration - Sources, Mapping Segments
00:27:08 User eXperience Configuration - Sources, Dynamic Assets
00:28:06 User eXperience Configuration - Sources, Dynamic Assets - Setting Up YouTube
00:32:38 User eXperience Configuration - Sources, Additional Ai Sources
00:33:48 User eXperience Configuration - Sources, Summarizing Setup
00:34:12 User eXperience Configuration - Tab Configuration, Adding Custom Tab (see 01:01:08 too)
00:36:26 User eXperience Configuration - Tab Configuration, Filter Group Concept and Metadata
00:41:27 User eXperience Configuration - Panel Settings / Application ID
00:41:51 Find D365CE Application ID
00:42:13 User eXperience Configuration and Notifications - Summary
00:42:40 Publishing User eXperience Panel Project For The First Time
00:45:38 Adding User eXperience Panel Content URL to ClickLearn UXP Extension
00:45:58 User eXperience Panel In Action (see 00:53:31 too)
00:46:38 Mapping D365CE Security Roles (Fixing our mistakes)
00:47:38 Finding D365CE Roles in CRM (Admin task)
00:48:49 Mapping D365CE Security Roles To Segments in User eXperience Configuration
00:49:06 Adding D365CE Roles in CRM (Admin task)
00:50:18 User eXperience Configuration Segments, Metadata, Duplicates Management
00:51:16 Re-publishing The User eXperience Panel Project
00:52:05 CE Inside Help Configuration
00:53:31 User eXperience Panel In Action - User Perspective
00:54:08 User eXperience Panel In Action - User Perspective, Notification (Intrusive)
00:54:18 User eXperience Notifications Setup - Update/Stop/Delete Notification
00:57:11 User eXperience Panel In Action - User Perspective, Using Groups
00:55:28 User eXperience Panel In Action - User Perspective, Relevant Work Instructions Per Forms / Entity
00:55:41 User eXperience Panel In Action - User Perspective, Using The Search
00:56:13 User eXperience Panel In Action - User Perspective, Inside Help Trigger
00:57:41 User eXperience Panel In Action - User Perspective, Executing The Assist From Specific Step
00:58:27 User eXperience Panel In Action - User Perspective, Watching Videos
00:59:03 User eXperience Panel In Action - User Perspective, Utilizing The Chat (for work instructions)
00:59:48 User eXperience Panel In Action - User Perspective, YouTube Tab
01:01:23 User eXperience Panel In Action - User Perspective, Viewing External Structure / Partner Project
01:01:08 User eXperience Configuration - Tab Configuration, Chat Content Sources - PDF
01:01:35 User eXperience Panel In Action - User Perspective, Using The Chat for PDFs
01:02:58 User eXperience Panel Dashboard (analytics)
01:04:48 Company Ai Tokens (consumption log)
01:06:25 Best Practices For Assets
01:08:57 Best Practices For Notifications
01:11:18 Best Practices For Recordings
01:18:13 Deploying The ClickLearn UXP Extension Using GPO (Admin)
01:19:02 Installing The ClickLearn UXP Extension (End User)
01:19:27 Thank you
Additional Resources:
ClickLearn UXP Help Portal
https://help.content.eu.clicklearn.com/publiccontent/ClickLearn%20Product%20Documentation.1033/uxp
Clarification around the AI Token cost, check out this article where the AI token system is broken down and explained.
How to Find Find or Generate a YouTube API Key (External Source)
https://console.cloud.google.com/projectselector2/apis/credentials?supportedpurview=project
How To Find YouTube Channel ID (External Source)
https://www.streamweasels.com/tools/youtube-channel-id-and-user-id-convertor/