Dynamics 365 Customer Service – Release Wave 1 2020 – Conceptual Diagram

This is the Dynamics 365 Customer Service – Conceptual Diagram including improvements coming with wave 1 releasing from April 2020 through September 2020. Use this diagram to get a shared understanding of the high-level features required by your system to meet your client requirements. In this example, functionalities are linked to more information on the …

Design Thinking and the Power Platform – start of the journey

It’s one of those fresh spring mornings in Brisbane. Clear blue sky, bright sun and a little breeze to keep you cool. I am having a great conversation with a colleague in the coffee place in front of the office. One of those conversations where we are reshaping the world with lots of ideas. I …

Power Platform / Dynamics 365 Higher Education Accelerator – Part 2: Conceptual Diagram

Late 2019 Microsoft released V2 of the Power Platform / Dynamics 365 Higher Education Accelerator. The Industry Accelerators are solutions that you install on your Power Platform environment. They extend the Common Data Model with specific entities, processes, apps, etc. This provides a great head start for companies and partners implementing Dynamics 365 in those …

Power Platform / Dynamics 365 Higher Education Accelerator: Part 1 – Solution Components

In late 2019 Microsoft released V2 of the Power Platform / Dynamics 365 Higher Education Accelerator. “The version v2.0.3.0 release includes new data attributes in the Common Data Model for Higher Education Accelerator, enhancements to the sample application, updated persona-based scenarios, and documentation” Reference: https://github.com/microsoft/Industry-Accelerator-Education/releases Valuable documentation can be found in the above github library, …

Add Forms and Business Process Flow details to your Dynamics 365 Conceptual Diagram

Enhanced your Dynamics 365 Conceptual Diagram with Entity Forms and Business Process Flow details. In this example, we show the Case Form and Business Process Flow (BPF) details. Link to the editable diagram so that you customize your own Forms and BPF: Dynamics 365 CS – Conceptual Diagram – Forms and BPF Details Why and …

Key questions to master Dynamics 365 requirements

Introduction  In this article, I will describe what I consider key questions to cover from the point of view of an external consultant/partner starting an engagement at your client. Writing this article made me realize that I was not consistently asking key questions on all my previous engagements. When you are pulled into the middle …

Elicit Dynamics 365 Requirements using Observation (Job Shadowing)

Introduction The Observation technique is one of the many techniques to elicit requirements. Also called “Shadowing User” it’s an interesting technique that will let you feel and experience how users work and interact with the various applications they use to perform their tasks. Below a snapshot of the key aspects covered in this article What …

Model your Dynamics 365 Solution (Part 3) – Conceptual Diagram

Introduction One of the diagrams that I use the most is the “Conceptual Diagram”. Which is a graphical representation of the building blocks or features that we are implementing using Dynamics 365. As consultants, one of the challenges we face is trying to understand the client requirements as quickly as possible. Reading requirement specification documents …

Dealing with ambiguous requirements

Introduction  One of the main challenges we encounter during Dynamics 365 implementations is ambiguous requirements. Often these come down to a communication issue. Ambiguity in requirements is common because people use words (and diagrams at best) to describe intangible wishes and desires. Those people have a specific context in their mind, which is driven by …

Model your Dynamics 365 Solution – Use Case Diagram (Part 2)

Introduction Using visual models when implementing Dynamics 365 helps to create a shared understanding of what are the key features of your solution. They can help you map out the requirements and how they relate to one another. In this article, I will focus on the Use Case Diagram, which is one of the diagrams …