How a Well-Run Discovery Can Save Your Project
That CRM Blog
by leontribe
7M ago
Depending on the survey, up to 2 in 3 CRM implementation projects fail to meet their goals. Way back in 2015 I wrote a couple of articles (People and Process) talking about common pitfalls to avoid in CRM implementations. I thought I would revisit the topic because a key part of avoiding those traps is how the Discovery phase is conducted (or Story Refinement/Grooming and Showcases in a pure Agile project). Let us review some of the pitfalls mentioned. People: Recognition of a Problem If an implementation is not addressing a recognized need in the business, it will be seen as pointless. It is ..read more
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Using Copilot to Navigate Microsoft Licensing
That CRM Blog
by leontribe
7M ago
For those of us who play with Microsoft Business Applications, licensing can be rough sailing. Plans change and there are gray areas everywhere. If you ask a dozen Microsoft staff whether your interpretation is correct, you are likely to get two dozen different answers back. I touched on this a little bit when I discussed the licensing of the Dynamics 365 App for Outlook (these days I am convinced you CAN use the app with a Power Platform license but it is not exactly clear). Given I wrote that piece on Outlook almost three years ago, I wondered if the licensing landscape had improved or the t ..read more
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BUILDING A MEDICAL ANALYSIS BOT IN DAYS WITH ZERO CODE: PART TWO – SETTING UP POWER AUTOMATE
That CRM Blog
by leontribe
1y ago
For Part One where we set up the AI service, go here. With the trained AI service now set up, we need to link it up for interaction. For my Aussie Spider Bot, I used Twitter but Twitter are now charging for an API which can read Tweets (Thanks Elon!) rendering my Spider Bot useless as it does not know when someone posts an image for review. It also killed my Dynamics 365 Tweet bot which I used to curate messages about Dynamics 365. I think this move by Twitter is really ill-conceived and such a killer of innovation. It promotes noise over analysis, something Twitter has plenty of already. Beca ..read more
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Building a Medical Analysis Bot in Days with Zero Code: Part One – Setting up AI
That CRM Blog
by leontribe
1y ago
Three years ago I built the “Aussie Spider Bot”: a bot using Azure AI which could take a picture and determine if it contained a Redback Spider. It worked really well. Now I have used the same principle to build an “AGP Reader” which is effectively a medical image reading/assessment bot. What is remarkable is it only took me a few days part-time and required zero lines of code. Given this is the case I thought I would walk through the process so others can do similar things. Given the length of the setup walkthrough, I have split this blog into two parts: This part which walks through setting ..read more
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“Lost in Redmond”: Interactive Fiction Games using Power Virtual Agents
That CRM Blog
by leontribe
3y ago
For those unfamiliar with this game style, this was from the days when computers ran DOS and USB sticks were called floppy disks, even though they were not that floppy. The poster child for this style of game was Zork. In the absence of graphics, the adventure was text-based, testing wits over hand-eye coordination and the player’s patience in finding the specific phrase that would move the plot along. Inspired by this genre of my youth, over ten years ago, I created “Lost in Redmond”, an interactive fiction game (also referred to as text-based adventure) using Dynamics Dialogs. Sadly, not s ..read more
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The Future Is An Aphex Twin Music Video
That CRM Blog
by leontribe
3y ago
A recent episode of “The Book of Boba Fett” showed just how far Deep Fake technology has come, resurrecting the character of Luke Skywalker as he was 30 years ago. Deep Fake imagery (digitally superimposing someone else’s face onto another person) has been with us for a while and there are even phone apps which can achieve a simple version of it. What was remarkable about this rendition, for me, was the voice. Luke’s voice was, as it was, 30 years ago. Initially I had assumed they has used the same actor, Mark Hamill, and somehow de-aged his voice. In fact the voice was completely artificial ..read more
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Refactoring Flows
That CRM Blog
by leontribe
3y ago
A couple of weeks ago I put together a Flow for merging Word files. I mentioned at the time I was not overly comfortable with the approach. While the Flow worked fine, the design was not great. Here we have an example of poor design from that Flow. The Flow splits based on whether the input is “CRM” or “ERP”. However, the processes are identical. If we need to make an adjustment to the process for one, we are likely to need to do it to the other and the double handling introduces room for error. Can we redesign the process and eliminate the double-handling? This is what is meant by refactorin ..read more
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Merging Word Files With Power Automate in Teams
That CRM Blog
by leontribe
3y ago
With a quiet afternoon, following the holiday break, I set my mind to a task on my to-dos; creating a Power Automate Flow which merges Word documents into one combined document, all within Teams. How hard could it be? After all, it is two Microsoft Office files of the same type being merged into another file of the same type within Microsoft’s tool of choice for office collaboration. It turns out it is not straightforward but is possible. This is how. The Motivation Working in presales I write a lot of responses to requests for proposals/quotes etc. as well as providing general capability docu ..read more
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Fixing Dynamics Licensing: Dynamics 365 App for Outlook
That CRM Blog
by leontribe
3y ago
It is a poorly kept secret that Microsoft Business Applications licensing has some problems. This is a shame because the potential for the technology is immense and it is a constant source of frustration for those of us who work with the tools when innovation gets hampered by Microsoft licensing. The classic problem is internal use rights for things like raising tickets. I mentioned this in my recent Pay-As-You-Go article where the new Pay-As-You-Go plan for Power Apps goes some way to fixing the frustrating solution that is/was Team Member licensing. In this article I will tackle an issue tha ..read more
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Fusion Development: Awesome or Loathsome?
That CRM Blog
by leontribe
3y ago
I have seen a few “robust discussions” among developers about Microsoft’s take on Fusion Development. I thought I would review what it is and where I think Microsoft is on the right track. What is Fusion Development? The high-level notion of Fusion Development is familiar to anyone who has developed/implemented a software application in an Agile framework; developers and users/Product Owners working together to achieve a shared vision. The key difference, as I see it, is the Product Owner evolves from simply dictating the requirement, and approving the development outcomes, to being more activ ..read more
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