CRM Consulting Best Practice, dynamics 365, Flow, PowerApps, Uncategorized

Help! My Flow is not triggered (for a custom entity)

Recently, I am trying to ignore workflows and move all the custom functional logic into Flows. This time I created a very simple Flow converting a text field value into a number and copying it to another field. I needed it for my chart. I run the Flow on a custom entity. An I forgot… Continue reading Help! My Flow is not triggered (for a custom entity)

Dev Best Practice (and common sense), dynamics 365, PowerApps, PowerPack, Uncategorized

Add-Ons, No-code and Other Imaginary Friends vs System Support and Maintenance (random drawings)

Customisation & Configuration  No Add-Ons   + Add-Ons   Business Logic Complicity No Add-Ons + Add-Ons + Add-Ons + “No coding” coding   Support Support Responsibilities *US - a Dev team for the continues development or a Customer/Support Team - for after GoLive Triage Responsibilities *US - a Dev team for the continues development or… Continue reading Add-Ons, No-code and Other Imaginary Friends vs System Support and Maintenance (random drawings)

CRM Consulting Best Practice, Flow, PowerApps, PowerPack, Uncategorized

Flow: parent-child flows for a reusable logic

If (you know) you are going to repeat some steps of the Flow logic (actions, conditions etc) in multiple Flows for different triggers and entities, think about using a child Flow as a container for a reusable logic. Although you can always clone your Flow via Export-Import, making changes to a single module is much easier… Continue reading Flow: parent-child flows for a reusable logic

CRM Consulting Best Practice, Dev Best Practice (and common sense)

Agile with no Refactoring is no Agile

Let's say, you have a task to draw an elephant trunk. You are very excited about the elephant trunk project. It's going to be cool, it's going to be an Agile project, of course. To play it safe, we can always modify the trunk, change a color, a size, a style. We will present the… Continue reading Agile with no Refactoring is no Agile

CRM Consulting Best Practice

“Does your new CRM allow to create a new customer report?”

Last week we went for the demo to one of the potential customers. Generally, it all went well. I was talking a lot about new features of MS CRM 2016. I like showing new functionality to my customers, it's incredible how the system changed in a past 10 years. In the middle of the demo,… Continue reading “Does your new CRM allow to create a new customer report?”

CRM Consulting Best Practice

MS CRM Development: coding vs no-coding solutions

I have been working with Microsoft CRM from version 1.2. As a developer, of course. The CRM development is my bread and butter, my passion and my Superhero playground. However… Most of the times I was getting my daily “YOU ARE A GENIUS!” brownie points for something which has nothing to do with the actual… Continue reading MS CRM Development: coding vs no-coding solutions