In this video I go through the concepts behind some of the most popular Microsoft Business Applications like Dynamics 365, Power BI or Power Apps, covering the latest Microsoft updates from 2023. You will get an overview of the different category of Business Applications and where they fit in the Microsoft ecosystem. I also explain …
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“Do we have a data model for the application?” asks the new Product Owner on the project. We are mid-way through the implementation of a custom application on the Power Platform. “We do have a few diagrams from various parts of the system” I tell him. The Product Owner seems surprised with my response. “So, …
Read more “Making “Entity Relationship Diagrams (ERD)” easier to understand”
One of the diagrams that I use the most is the “Conceptual Diagram”. This Diagram is a graphical representation of the building blocks that we are considering for our solution. To find out more about what conceptual diagrams are and the steps to create them, you can read my post about Model your Dynamics 365 …
Read more “How I use Conceptual Diagrams during my workshops & demos”
Dynamics 365 Customer Service provides a complete case management solutions to improve the personalized support for customers. The below diagram is my view of the Dynamics 365 Customer Service – Conceptual Diagram. The conceptual diagram is like a blueprint for building a house. The blueprint will show you where is the main living room, how …
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A few months ago, I started working for a new client on a large Dynamics 365 implementation. As with every new project, the first few days I spent reviewing the existing documentation and talking with various project stakeholders to get familiar with the project context and understand the client needs, challenges, solution landscape and key …
Read more “Value Stream Mapping – For your Dynamics 365 or Power Platform project”
With Dynamics 365 Universal Resource Scheduling (URS) you can enable scheduling for any entity in Dynamics 365 Sales, Field Service, Customer Service, and Marketing, including custom entities. URS comes when you install Dynamics 365 Field Service or Customer Service. With Dynamics 365 Field Service, you can schedule technicians on work orders. With Dynamics 365 Customer …
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Dynamics 365 Customer Service helps you serve your customers with the right tools to resolve cases faster and increase customer satisfaction. Dynamics 365 Customer Service helps manage caseloads, generate service-related activities, and proactively help agents find the best resolution to a customer’s problem. Dynamics 365 Customer Service also provides complete case management solutions to improve …
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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 …
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 …
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 …