Monthly Archives: October 2017

Implement This with Dynamics 365

Ep 4 Dynamics 365 Workflow Engine – Foundations

The Dynamics 365 Workflow engine, which is the behind-the-scenes part of the process engine, is massively powerful. For host Britta Rekstad, who has presented on how to use Dynamics workflow at multiple conferences, this is an absolutely critical aspect of the platform for new admins to understand.

Co-host Matthew C. Anderson shares about how some of his early experiences in configuring Dynamics 365 involved workflow. This experience also included a spoken agreement to be careful as the workflow engine (used without care) can cause some pain for other users and admins alike.

Discussed on the show

We seem to have different perspectives on using the workflow engine, however, there’s no disagreement on how important and powerful this tool is when implementing Dynamics 365. A very flexible tool, this part of the process engine sits out-of-sight to most users but serves an important role.

What’s on your mind?

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Implement This with Dynamics 365

Ep 3 Excel Templates in Dynamics 365, admin edition

Templates in Dynamics 365 are not a new concept, but Excel Templates are more approachable to users and admins alike. Whether you’ve already started using these in your environment, or you’re thinking about rolling them out, you’ll want to listen to this episode. Hosts Britta Rekstad and Matthew C. Anderson dive in to discuss some initial administrator considerations when using these in Dynamics 365.

Discussed on the show

During the episode, we also chat about some of our early concepts for the Implement This podcast. We also tried to keep this one a little shorter (our target time has always been about 25 minutes…). We do our best to keep this installment focused on the initial admin aspects of implementation–let us know through the website if there are specific aspects of templates you want to know more about.

If you’re listening to this before Summit 17, you can hear a whole lot more about this in Matthew’s Top Tips for better Excel Templates session on Thursday, October 12 @ 2:30 in “Cheekwood GH”

What’s on your mind?

Have a question you’d like answered on a future podcast? Submit one by visiting implementthis.org