Tag Archives: granular

Salesforce Gets Granular

If you need an example of digital disruption, you can’t do better than the retail banking industry. A byzantine collection of rules and regulations plus the overhang of many legacy systems have conspired to prevent banks from becoming more involved with their customers.

Even innovations like the ATM, which entered the scene several decades ago, only serve to distance banks from their customers. This leaves plenty of opportunity for upstart technology vendors to disrupt the applecart.

Combine this with a generation of potential customers who were raised on digital products and services, and the result is that an important demographic is now up for grabs, setting the stage for disruption.

Making It Easy

Not long ago, Salesforce recognized those dynamics in play and moved to develop vertical applications for selected industries — including banking, where large institutions need to address the requirements of large customer bases. It came up with the Financial Services Cloud for Retail Banking, announced last week.

Some of what Salesforce delivers in its Financial Services Cloud will seem revolutionary to many bankers: things like a rich assortment of applications for all phases of banking, from loan origination to customer management.

However, a good chunk of the benefit comes directly from being a cloud solution with easy onboarding and updates scheduled three times per year.

Partnering Up

Where the Salesforce Financial Services Cloud differs from many banking products is in the way it brings together banking products resident in its AppExchange to deliver concerted solutions.

For example, nCino tells a powerful story of reducing loan origination time by orders of magnitude — not by building a closed system but by integrating other platform products.

Another example is Vlocity, also a partner with strong banking apps based on the cloud platform. It provides intelligent agent and omnichannel services for financial services and insurance.

In these and other relationships, you can see the Salesforce go-to-market approach solidifying. Partners bring expertise, which can be as big as loan origination or as specific as document signature capture. All of it goes into a solution that customers can craft for their specific industry needs.

Adding Specificity

As I’ve noted many times before, when companies get to the multibillion-dollar revenue level, they can’t expect to sell the same products in the same ways they did when their businesses were much smaller.

To show growth, a business needs help — and that means acquiring other complementary businesses and selling in concert with partners that can add specificity to the core product.

Salesforce has done both, and I look forward to hearing more about vertical strategies at Dreamforce.
end enn Salesforce Gets Granular

Denis%20Pombriant Salesforce Gets GranularDenis Pombriant is a well-known CRM industry researcher, strategist, writer and speaker. His new book, You Can’t Buy Customer Loyalty, But You Can Earn It, is now available on Amazon. His 2015 book, Solve for the Customer, is also available there. He can be reached at

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Announcing granular tenant settings in Power BI

Power BI allows organizations to monitor and analyze their most critical business data. As such, it’s very important for administrators to have control over how Power BI is used in their organizations.

Today, I am happy to announce an exciting new update to the Power BI admin portal that provides more control for organizations. With this release, many Power BI tenant settings can be managed at a granular level: administrators can now enable or disable different Power BI features for only a subset of users in their tenant.

Read on for more details!

The Power BI admin portal allows administrators to view usage data and set tenant-wide controls over what Power BI features are available to their organization. For example, some organizations have concerns over data being shared externally. In those cases, they can switch off external sharing for their organization.

Until now, all these settings were at an organizational level – turning them off affects all Power BI users in the tenant.

We have heard from many organizations and administrators that it is critical to have better granularity for these controls. They would like to apply these settings only for a subset of users in their organization.

With this release, you can do just that! Let’s dive in and see how this works.

Access Power BI Tenant Settings

The tenant settings are part of the Power BI admin portal. To get to the Power BI admin portal:

· Select the settings gear in the top right of the Power BI service.

· Select Admin portal.

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· Select Tenant settings

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We’ve re-designed the Power BI Tenant settings page to make it easier to find the different settings and make it easier to manage the different settings.


To access the Power BI admin portal, your account needs to be marked as a Global Admin within Office 365 or Azure Active Directory, or have been assigned the Power BI service administrator role. For more information about the Power BI service administrator role, see Understanding the Power BI admin role.

Granular Tenant Settings

Let’s start by changing the tenant setting for sharing content to external users.

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In the above image, you can see that all users in the organization can share dashboards to external users.

In case we wanted to prevent all users from sharing Power BI content externally, we’d simply disable it.

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Instead, let’s say that we have a security group called Power BI Authors and we only want members of this security group to be able to share outside the tenant.

To do that we would switch the setting to enabled and change the Apply to part to Specific security groups.Then we would set Power BI Authors as the security group that can share externally.

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Once you hit Apply, only users who are in the Power BI Authors group will be allowed to share externally.

Other users in the tenant will get a message that they can’t share content outside to external users!

Let’s take it one more step further now.

What if you wanted all users in the Power BI Authors security group to be able to share externally, except the users in the Finance department.

To do that, you would check the Except specific security groups option. Then enter the corresponding security group for the Finance department.

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Now all members of Power BI Authorsexcept members who belong to Finance Department can share content externally.

That was easy, right?

With these different options, you have the flexibility to control exactly which users can use the different features in Power BI.

At this time, the following tenant settings can now be managed at a granular level:

  • Share content to external users
  • Export reports as PowerPoint presentations
  • Print dashboards and reports
  • Publish content packs to the entire organization
  • Create template organizational content packs
  • Use Analyze in Excel with on-premises datasets

We plan to make other controls like Publish to web will be made granular as well in the coming months.

We would love to know what you think about this new capability. Try out the granular tenant settings today and let us know what you think in the comments below.

Also, in case you missed recent announcements about administration in Power BI, here’s a short recap:

  • Recently, we released the Power BI service administrator role. Previously only global tenant administrators could manage Power BI. The new role allows for Power BI specific administration. Read more about it here.
  • The Power BI auditing preview is available to all regions except sovereign clouds. Read about that announcement here.

Documentation Links:

Granular admin controls

Power BI service administrator role

Power BI auditing preview

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Microsoft Power BI Blog | Microsoft Power BI

Exinda offers granular WAN orchestration, more control for users

Exinda Networks has introduced three new features to its WAN orchestration product to allow businesses to manage their bandwidth at a more granular level, with more control over quality of service for applications.

Many businesses have given up the fight against applications like Facebook, but they still need to ensure that non-critical applications aren’t eating up too many network resources. They also want to be able to parse out user attributes and set policies accordingly, like defining specific levels of service or bandwidth limits to different user groups.

“These enhancements to [WAN products] are the next logical step. Businesses want the same deep granularity into users — including their roles and locations — that service providers have had for their user base for years,” said Jim Rapoza, senior research analyst for Boston-based Aberdeen Group.

WAN orchestration requires insight, control over users

Users no longer access the network from a consistent location or have predictable access to applications. The three enhancements to Exinda’s Network Orchestrator product — which are available now to customers as a free update — will put more control over users, applications and activities on the network in the hands of businesses, as well as service provider customers, said Brendan Reid, vice president of marketing for Exinda.  

“We designed these features in response to what our customers were telling us about the new level of complexity in terms of users and the way they are accessing the network, and the context in which networks are being used,” he said.

The new Integrated Captive Portal Policies feature collects user attributes from an Internet portal and allows businesses to create and apply quality of service (QoS) policies or tiers of service based on user types. A new Adaptive Response Quotas enhancement works with the Integrated Captive Portal Policies feature by allowing businesses to define and set Internet usage, network access or bandwidth limits for specific user groups, or block areas of the network for specific users entirely. Network administrators can set the quotas by data transfer volume or the amount of time a user is on the network. Businesses can also create actions that can occur when usage quotas are reached — such as blocking data transfers or redirecting users to a specific webpage, the company said.

“[Hospitality] customers, like hotels for instance, can offer complimentary and premium Internet services. Once a user authenticates and signs up for a service, the Captive Portal feature can dictate the level of service they receive,” Reid said. The Adaptive Response enhancement can come into play next, allowing businesses to enforce limits for better bandwidth control, he said.

Impulse Point, a network access control vendor based in Lakeland, Fla., is an OEM partner that Exinda worked with to release the captive portal feature as part of its Network Orchestration product update. Impulse Point has many education customers that are dealing with transient users joining the network from a number of different mobile devices. The company helps these customers capture device and user information and apply polices to devices from a security perspective. But customers who had Impulse Point technology deployed alongside Exinda products were also asking for greater control over the WAN, said Dennis Muley, president of Impulse Point.

“When applying WAN policies, customers really want to be able to understand the role of that user — whether it’s a guest, student or facility member — and how they treat users differently or apply [policies] differently,” he said. “[Customers] have only had locations capabilities before — they could apply policies to a library or a dorm, but they couldn’t apply unique policies or bandwidth controls past that.”

Bandwidth management, even for encrypted traffic

Exinda has also updated its Edge Cache product to support HTTPS Caching. Many cloud applications and providers are moving to HTTPS — the secure version of the communications protocol, HTTP — but traditional caching tools can’t handle encrypted Internet traffic because servers can’t cache what it can’t see, Reid said. The new HTTPS Caching feature allows businesses to cache secure Web traffic, now the standard for many commercial sites such as YouTube and Facebook, for improved user experience with cloud applications, the vendor said.

Without HTTPS caching capabilities, businesses or providers have no way to apply policies or manage secure Internet traffic, Aberdeen Group’s Rapoza said. 

“This is [important] for any organization that has a lot of secure Internet traffic running across the network, which is most of the traffic at this point,” Exinda’s Reid said.

Let us know what you think about the story; email Gina Narcisi, news writer, and follow @GeeNarcisi on Twitter. 

Next Steps

Exinda’s growing network orchestration sales among MSPs

Frequently asked bandwidth management questions

Exinda highlights app management role for WAN optimization VARs

Dig deeper on Application Acceleration and Server Load Balancing

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