Summit Phoenix was a great event! I spoke in 4 sessions and threw an awesome chapter party in partnership with Cobalt!
|CRMUGDC 2018 Chapter Party in Phoenix|
5 Ways to use Flow to Improve Dynamics 365
Aiden Kaskela, Mallory Lawhorne
- Demo session featuring several ways that you can start using Flow quickly. We were able to build and test these Flows in just a few minutes
- Flow allows you to integrate multiple systems
- This can be used to create approvals via Email. This allows non-CRM users to quickly approve items and this can be updated automatically inside CRM.
- You can use Flow similar to a PowerApp and make available in a mobile app to create an easy way to enter data and keep working
- You can also even schedule workflows using flows
Workflows and Business Rules vs Custom Code
Ryan Rademann, Andy Potasek
This was a great introduction to the capabilities of workflows and business rules. I really appreciated this flow chart on how to decide which method to use.
|Credit: Ryan Rademann, Andy Potasek|
Enterprise D365 CRM On-Prem to Online Migration Lessons Learned
Jeff Meister, Megan Gomez
- It was very important to ensure the customer understood what it meant to move to online and what would and would not be possible
- What to do about unsupported customizations? Ensured these items were thoroughly documented. This was an exercise in change management to see if these items were still needed or not.
- Large deciding factor was seeing all the new features available online that were not available because they were on-premise
- Reporting using an Azure replicated database for SSRS reports plus PowerBI
How I Spent My First Year as a New D365 Admin
- Find resources that help you learn (such as XrmCoaches, CRM Dynamics)
- Spent time with staff to watch them doing their work so you can effectively advocate for and support them
- Set personal learning goals for the year to keep yourself accountable
- Spend time learning what has been used or tried in the organization so you do not spin your wheels on things that previously failed
- Check your attitude!
Be Sherlock Holmes Investigating Problems
- Download the slides and be on the lookout for a repeat of this presentation! This is great for anyone who works with users and troubleshoots issues.
- "Whatever the specific issue, you must formulate it in your mind as specifically as possible - and then you must fill it in with past experience and present observation"
- Don't start deducing until you have already gathered data. You may start going down an incorrect path.
- Define problem as specifically as possible
- Gather as much data as possible (details!)
- Separate facts you have confirmed by things you have been told
- "Where" (not "what") is wrong
- Collect as much related information as you can
- Deduce based on data
- Be relentless
- Take a break - get some input
- Ask Watson for help
- Before asking for help - ask yourself: What is the first thing an expert will ask you when they see your problem description?
- Changing perspective