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.
Operations
From the field archive · Learned in 2020
"The system is slow" is the least useful bug report there is. Here's the method I used with customers in 2020 to turn it into something we could fix, and the tools I'd use for the same job today.
Operations
From the field archive · Learned in 2020
The cutover runbook I helped a staffing firm through in June 2020, generalized into a checklist, and updated for backups, administration mode and pipelines in 2026.
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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