Get started with our top three takeaways
Transition to Unified interface
Joris Poelmans (Solution Architect at Realdolmen), Philip Verlinden (Solution Architect at Microsoft) and Stéphane Dorrekens (CTO at Business Elements) explained why it is extremely important to make the transition to the new Unified Interface. They made it clear that the legacy web client has been deprecated by Microsoft and that implementers should plan to convert the legacy web apps of their customers to the new Unified Interface, even though some significant features like Advanced Find, Merge Records, Set Personal Options and more are not yet present in the Unified Interface. These features can be enabled in the Unified Interface displayed as legacy dialogs.
Joris showed us the new and enhanced features of the Unified Interface, including the new Timeline experience, Navigation and View Improvements. He also shared his honest opinion on these enhancements, which was very appreciated by the attendees. And last but not least, Stephane explained the two existing strategies for a successful transition to the Unified Interface.
To code or not to code
Sara Lagerquist is a Microsoft MVP and Power Platform Consultant at Konsulterna. She gave a great session about a new way of implementing automated processes in Dynamics 365 without using any code – she is a strong believer in #LessCodeMorePower. It is really mind-blowing to see what is possible today on the Microsoft platform without using any code.
In her session, she presented a great comparison of the two well-known business automation process tools Workflows and Power Automate (previously known as Microsoft Flow). She emphasized that Workflows will die sooner or later and that it is advisable to avoid using Workflows in future implementations, even though Microsoft hasn’t yet announced any deprecation regarding Workflows.
She also talked about some best practices to keep in mind when creating Power Automate processes. For example, avoid using the Common Data Service connector and use the Common Data Service (current environment) instead. She also shared a list of rookie mistakes that she or her colleagues made when they started working with Power Automate.
Experience with mobility in Dynamics 365 CRM-projects
Dominique Gire is the Microsoft Business Applications Director at Gfi. He delivered a really interesting and inspiring session about his experience as a CEO of a company that focuses on implementing mobility for Dynamics 365 CRM projects. He showed us that there are many possibilities for mobility in Dynamics 365, but they all have their specific use cases. He spoke fondly about the large-scale and successful mobility projects he has implemented and his lessons learned.
The most interesting insight from his session is his experience that customers do not always know what they want. They also don’t know what is possible. He explained that it is the job of the partner to guide the customer through this process where needed.