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 …
Microsoft released the Power Platform & Dynamics 365 K-12 Industry Accelerator in June 2020. K–12, from kindergarten to 12th grade, is an American expression that indicates the range of years of supported primary and secondary education. Blog post on the official launch of the K-12 Accelerator by Microsoft. https://cloudblogs.microsoft.com/dynamics365/it/2020/06/19/dynamics-365-education-accelerator-update-supports-k-12-application-development/ The Industry Accelerators are solutions that …
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 …
Read more “Dynamics 365 Customer Service Insights – 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 …
Read more “Dynamics 365 Customer Service – Release Wave 1 2020 – 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 …
Read more “Power Platform / Dynamics 365 Higher Education Accelerator – Part 2: Conceptual Diagram”
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, …
Read more “Power Platform / Dynamics 365 Higher Education Accelerator: Part 1 – Solution Components”
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 …
Read more “Add Forms and Business Process Flow details to your Dynamics 365 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 …
Read more “Model your Dynamics 365 Solution (Part 3) – Conceptual Diagram”