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 …
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 …
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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 …
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 …
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.
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 …
A few months ago, I a wrote an article about “Design Thinking and the Power Platform – start of the journey”. Since then, I have learned and experimented with specific “Design Thinking” concepts. This article is about sharing myexperience on the techniques I find most suited for Dynamics 365 and Power Platform projects. However, before …
Link to the interactive and editable diagram below: In my next article, I will be sharing more details about how to tweak Customer Service Insights: Entity and fields mapping, including attention points if you need to change your mappings. (Ex: You can’t directly map lookup fields from your Dynamics 365 Entities. You need to have …
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We are in the middle of a Dynamics 365 project implementation. I am struggling to get a shared understanding of requirements for a Time Entry functionality that my client has asked us to build. What was supposed to be a simple Time Entry entity with description, date and owner is now evolving to be way …
Read more “The Power of Prototyping during your Dynamics 365 Implementation”
The “Universal Resource Scheduling” (URS) has been around for a while and is a key element when planning resource in Dynamics 365 Field Service. The new service scheduling functionality in Dynamics 365 Customer Service now uses URS to help you plan resources to deliver your services. This article aims to cover key concepts to help …
Read more “Envisioning solutions using Universal Resource Scheduling in Dynamics 365”