In complex business processes you want to streamline work going through different stages, departments and people. In this demo heavy session I will show you some battle tested solutions to help you guide users through their work! In my experience it is absolutely vital to use Business Process Flows in complex business scenario’s. Sure they might not be the fanciest tool inside the Power Platform toolbox. But we can combine them with a lot of new features the platform offers and create a helpful tool in tracking our process. Together with a task based way of working you can keep your users in the flow of their work. I will tell and, probably more important, show you about the options I have used in real world processes.
Introduction of Dual write, the out-of-the-Box integration between Finance & Operations and Customer Engagement. We will discuss the advantages and known difficulties of using dual write. The focus will be on the customer master data including the Global Address book data integration.
Dynamics 365 CE contain amazingly valuable data for the end-users and for the organizations’ leadership. Additionally, most Dataverse-based apps would benefit from additional data to enrich the ‘360-degree’ view of an entity. Learn the surprising options and best practices (and how to avoid potential pitfalls) of connecting Power BI with Dataverse.
Join Ashish, to learn about the key difference between Outbound and Real-time journeys in the Marketing app. How to use and choose the right journey for your customer. Some use cases and best practice to use on the journey.
If you work with Microsoft Dynamics 365 Human Resources, you know that you can assign a Person to a User within the system. For instance, a new marketing employee will be assigned to a Marketing Manager. If you work in a big organization that hires a lot of people on a monthly basis, you know that it takes a lot of time to assign all these new employees. You might want to consider using an automatic way to do this to save time. In this session, I will show you how to set up an automatic process to make this possible.