As you begin to use Flow as part of your Business Applications projects, you will discover that it pays dividends to adopt some of the good habits of our coding brethren. This is what I refer to as ‘disciplined development’. The tool adopted may be different but the habits are the same. Embracing good developer […]
Tip #1182: The Tool Every Developer Needs (Even The Ones Who Don’t Use Code)
Whether your weapons are JavaScript and Plugins, or Processes and Flows, there is a tool you should pick up before going anywhere near the keyboard. That is, of course, the pen. This is a lesson I learned while at university with my computing lecturer insisting we write out our code before committing it to the […]
Tip #1176: Handling the Primary Field
Sometimes inspiration comes from unlikely sources. In this case it was not having written a tip for a few weeks and knowing George would meter out Spießrutenlaufen if I did not post soon. Thoughts of such things give one time to reflect and so I am going back to basics and addressing one of the […]
Tip #1165: Consider Dynamics for More Than Just External Interactions
I just started a new job with PowerObjects. One thing you notice when you start a new job is how companies do things differently. In this case, it is how they manage their internal processes. Being exclusively focused on Dynamics, pretty much every employee is familiar with the product so it makes sense to use […]
Tip #1153: When Upgrading, Consider the Whole Ecosystem
It is that time of year when people turn their thoughts to upgrading; the October 18 release has been announced and for those on Dynamics 365 Online v8, the clock has started. I was recently with a client who had a pretty typical setup. They had Dynamics 365 Online, NAV 2016, and an online shopping […]
Tip #1147: Revisiting Queues and Teams
Almost two years ago I wrote on the merits of using Teams vs Queues for managing Cases. While I stand behind what I wrote (Teams are simpler but Queues are more powerful) another element raised its head recently which is worthy of consideration if you are going down the path of setting up Case management. […]
Tip #1143: Managing Dynamics Goes Beyond Technology
It is easy to focus on training and certifications and think this will be enough to implement or maintain a successful Dynamics system but, especially with process management systems like Dynamics, being tech savvy is not enough. Certainly knowing the system, its limitations and capabilities is important but understanding the impact of change is vital […]
Tip #1139: Giving Good Demonstration
Agile projects have ‘ceremonies’ which is code for compulsory meetings with various purposes. One of these ceremonies is the ‘showcase’ where the developers get to show what they have built during the sprint. When you have a new sprint every three weeks, you get used to presenting bits of functionality. Whether it is a fifteen […]
Tip #1134: Moving Users Between Business Units
As discussed in 917, moving Users between Business Units can be difficult and, as Joel suggested in 935, a good option when setting up a new system is to add a child Business Unit from the outset and add all the Users there. In a recent implementation I did not do this (in my defence, […]
Tip #1130: Refactoring Makes Sense For Configuration Too
If you hang around developers long enough you will hear them use the term “refactoring”. On one project, the developer even had a “Refactor Friday” where this is all they did at the end of the week. So what is refactoring and why should us configuration folks care? Refactoring is taking existing code and reworking […]