Dynamics 365 Apps
From the field archive · Learned in 2022
A requirements-first way to turn a long RFP into a demo evaluators can score, plus how I'd show Copilot and scheduling optimization honestly today.
Dynamics 365 Apps
From the field archive · Learned in 2022
What I designed when a service team needed to quote from a ticket, and how I'd approach the same problem today.
Dynamics 365 Apps
From the field archive · Learned in 2020
In 2020 I helped a large automaker move dozens of Dynamics environments to the Unified Interface before the legacy web client went away. Here's what worked, what broke, and how I'd run the same kind of migration today.
Dynamics 365 Apps
From the field archive · Learned in 2020
The email problems I worked on most often in 2020 and 2021, why they happened, and how the setup looks in 2026.
Dynamics 365 Apps
From the field archive · Learned in 2020
The product has a new name and a new studio. The questions customers ask about sign-in, stale data and self-service content are the same ones I answered in 2020.
Dynamics 365 Apps
From the field archive · Learned in 2020
What a 2020 contact center upgrade taught me about version alignment, telephony, chat and routing, and how I'd plan the same move now that Unified Service Desk is deprecated.
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