DynamicsCon 2021 – 7 Key tips for REQUIREMENTS elicitation in Dynamics 365

Join me on this session to learn about my tips and techniques when eliciting requirements with business stakeholders. Good requirement elicitation will help you: Make sure you get the true picture of what needs to be implemented. Determine the complexity of requirements by validating details. Pick inconsistencies or ambiguity in requirements so that they can …

Dynamics 365 Sales – Conceptual Diagram

Dynamics 365 Sales enables salespeople to build strong relationships with their customers, take actions based on insights, and close sales faster. With Dynamics 365 Sales you can keep track of your accounts and contacts, nurture sales from lead to opportunity, and create sales collateral. The below diagram is my view of the Dynamics 365 Sales …

Envisioning To Delivery – POC, Prototypes, Pilots and MVP

I took a deep breath before clicking on the “Join now” button of the MS Teams call. We were ready to present our proposal for a discovery project to a potential client. Before today’s presentation, we had several calls with the client to agree on the deliverables, scope, and timelines of this engagement. The Product …

Power Apps Portals – Concepts and Cheatsheet

Power Apps Portals offers you the ability to surface data stored in Dataverse or Dynamics 365 and deliver rich, web-based experiences to users, unlocking business scenarios for employees, business to business (B2B) partners and end customers. The following diagram represents my interpretation of the concepts delivered by Power Apps Portals. It also includes a cheatsheet …

My Go To Diagrams

Written documentation is the least effective form of communication to create a shared understanding. Often stakeholders see things differently than developers do. Stakeholders sometimes see challenges and requirements differently between one another. Using diagrams when implementing Dynamics 365 or the Power Platform helps create a shared understanding of requirements and vision for your solution. Some …

The Perfect Requirements

Would you like to learn more about analyzing requirements and solution envisioning? Enrol in my upcoming Peer Group on Analyzing Requirements and Solution Envisioning – Q4 2020.

Common Data Service (Current Environment) Cheat Sheet

Use this Cheat Sheet to help you envision and build powerful Apps using Power Automate and the Power Platform 😊 Triggers Trigger Condition: <Select the operation> Entity: <Select the Entity> Scope: <Select the scope> (More info about SCOPE) Filtering attributes: Use the field “Name” not “Display name”. Filter expression: Ex: statuscode eq 1 Postpone until: …

Dynamics 365 Marketing – Conceptual Diagram

Dynamics 365 Marketing is a marketing-automation application that helps turn prospects into business relationships. The app is easy to use, works seamlessly with Dynamics 365 Sales, and has built-in business intelligence. More info on https://dynamics.microsoft.com/en-au/marketing/overview/ This is my first draft of the Dynamics 365 Marketing – Conceptual Diagram. Use this diagram to get a shared understanding …

Envisioning solutions using the Education Accelerator – A customer service scenario

In June 2020, Microsoft released an updated version of their Power Platform & Dynamics 365 Education Accelerator with the K-12 extension. K–12, from kindergarten to 12th grade, is an American expression that indicates the range of years of supported primary and secondary education. The Industry Accelerators are solutions that you install on your Power Platform …