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 #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 #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 […]

Tip #1126: Recycling Entities Does Not Always Make Sense

To all our American comrades – Happy Independence Day! My current project is for a university. People enrol, they study, they graduate and become alumni. On a couple of occasions I have met with internal staff who have ideas on Dynamics design. Those that come from a pure database background seek to devolve every interaction […]

Tip #1124: Flow Approvals May Be Exactly What You Need

Back in Tip #880, we mentioned Approvals in Flow. Specifically, we said: …use the flow approval framework and even have people who don’t have Dynamics licenses approve stuff. Given the implications of this for Dynamics, it is worth exploring further. If you have not explored Approvals in Flow, it is worth a review. A unique […]

Tip #1121: What happens if an email is sent to multiple queues?

This tip comes from my colleague Bruce Sithole who did the hard yards to find out the answer to this question. As it turns out, the behavior is a little unpredictable. Firstly, multiple queues can process the email and create a Case. The order of processing appears to be first polled, first served. Also, there […]