Super CRM: a case study

Amazing Apps - learn how to build agile Dynamics 365 and Power Platform business apps using Scrum

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Nội dung được cung cấp bởi Neil Benson. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Neil Benson hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

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You Can Visit All Seven Continents. But Should You? 26:46

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For many travelers, Antarctica is a bucket-list destination, a once-in-a-lifetime opportunity to touch all seven continents. In 2023, a record-breaking 100,000 tourists made the trip. But the journey begs a fundamental question: What do we risk by traveling to a place that is supposed to be uninhabited by humans? And as the climate warms, should we really be going to Antarctica in the first place? SHOW NOTES: Kara Weller: The Impossible Dilemma of a Polar Guide Marilyn Raphael: A twenty-first century structural change in Antarctica’s sea ice system Karl Watson: First Time in Antarctica Jeb Brooks : 7 Days in Antarctica (Journey to the South Pole) Metallica - Freeze 'Em All: Live in Antarctica Learn about your ad choices: dovetail.prx.org/ad-choices…

cách đây 2 năm trước 20:02

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Member Super's existing CRM app was limiting their capabilities and hindering their goal of achieving a single view of their customers. So, they made the decision to take control and build their own CRM application. Superware partnered with them to make it happen, and the results were nothing short of AMAZING!
RESOURCES
Superware.ai website: https://superware.ai
Superware on LinkedIn: https://www.linkedin.com/company/superware-ai
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Keep experimenting 🧪
-Neil

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Estimating Business Apps is a five-part podcast that will help you quickly, accurately and confidently estimate complex Power Platform and Dynamics 365 apps in minutes. Listen now: https://estimating-business-apps.captivate.fm/listen

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Super CRM: a case study

Amazing Apps - learn how to build agile Dynamics 365 and Power Platform business apps using Scrum

39 subscribers

published cách đây 2 năm trước

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Mentioned in this episode:

Subscribe to my new Estimating Business Apps podcast mini-series

160 tập

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Preparing for the First Sprint: Design Thinking and Discovery with Hamish Sheild 40:39

cách đây 6 weeks trước40:39

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#160. Hamish Sheild is a Microsoft MVP and Power Platform consultant specialising in applying Design Thinking practices to our apps and projects to make them more human-centred. Hamish and I discuss the different activities and artifacts we've experimented with before starting the delivery phase of our Power Platform and Dynamics 365 projects. Join us as we discuss: 03:43 Design thinking exercises and goal setting 08:45 Inclusion of developers in the discovery phase 09:48 Importance of day in the life sessions 11:59 Exploration of design sprints 17:10 Creating customer and user journey maps 18:48 Utilizing user story maps for clarity 24:21 The role of prototyping in projects 25:11 Developing solution blueprints with Dynamics 365 30:18 Size and refinement of initial product backlog 32:02 Establishing environments 32:48 Business process maps 35:35 Crafting stakeholder maps for project success HAMISH SHEILD Hamish Sheild on LinkedIn AppRising Designing Business Applications RESOURCES Avion for user story mapping StoriesOnBoard for user story mapping Miro for visual collaboration RECOMMENDED EPISODES 130 Sprint 1 is Done! 120 Defining Requirements for Complex Power Apps with Hamish Sheild 👋 LET'S CONNECT 🌐 Subscribe to Customery Academy newsletter for new episode announcements and special offers 🟥 Subscribe on YouTube 🟦 Follow on LinkedIn 🟦 Neil Benson on LinkedIn 🦋 Neil Benson on BlueSky ⭐ RATE AND REVIEW THE SHOW 👍 Rate Amazing Apps 👨‍💻 MY ONLINE COURSES 🚀 Agile Foundations for Microsoft Business Apps 🏉 Scrum for Microsoft Business Apps 📐 Estimating Business Apps…

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cách đây 10 weeks trước11:54

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#159. Should you use a traditional, waterfall approach to build Power Platform apps? In this episode, I break down six situations when you might be tempted to use a waterfall method and share my thoughts on whether that's really the best approach. Highlights 00:11 Everyone should try waterfall at least once. 02:18 When to adopt a waterfall approach 02:53 #1 Predictable and well-defined requirements 04:19 #2 Regulated industries 05:49 #3 Fixed-price contracts 06:59 #4 Small or simple projects 08:02 #5 No agile experience 08:59 #6 Lots of dependencies 10:09 Recap ` Resources Estimating Agile Business Apps : learn how to quickly, accurately and confidently estimate how long it'll take and how much it'll cost to build your Power Platform or Dynamics 365 app. Cynefin Model : learn how to approach different problems from simple to complex. Successful Scrum for Microsoft Business Apps : learn the Scrum framework, prepare for certification and discover my proven practices for successfully applying Scrum for Dynamics 365 and Power Platform. Team Topologies : Matthew Skelton discusses how different team topologies can reduce the impact of dependencies across an organisation.…

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cách đây 15 weeks trước6:00

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#158. It's 2025, and I still meet Power Platform and Dynamics 365 professionals that don't know what Scrum is or have an incomplete understanding of what Scrum is. Especially in job interviews! In this short episode, you'll learn: What Scrum really is Why it's a framework and not a methodology A simple hack for remembering the 18 components of Scrum 🚀 Agile Foundations for Microsoft Business Apps: Learn the basics and benefits about adopting agile approach to building business applications. https://customery.com/foundations…

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cách đây 20 weeks trước8:21

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#157. Rethink the role of the scrum master. Two recent events—a thought-provoking article by agile coach Maarten Dalmijn and a leave of absence by Matthew, a beloved scrum master in my team—prompted me to question if scrum masters might be overrated. Comparing scrum teams to sports teams like Ultimate Frisbee, where players self-regulate without referees. Imagine a world where your scrum team operates the same way, holding each other accountable and mastering the game without a dedicated scrum master. You'll learn about Maarten's controversial stance: in startups and scale-ups with fewer organizational impediments, having a scrum master might be unnecessary overhead. Instead, Martin suggests that with a deep understanding of scrum, your team could self-manage effectively. I share my own team's bold experiment—replacing a traditional scrum master with a hybrid scrum master-developer. Spearheaded by Sapan, who has extensive experience in both development and scrum, this experiment offers surprising results. It's not a one-size-fits-all solution for all Power Platform teams. But it does highlight the importance of being open to new practices and continuous experimentation in agile development. Keep experimenting 🧪 -Neil RESOURCES Maarten Dalmijn on LinkedIn Maarten Dalmijn, 'Are Scrum Masters Too Much Overhead?'…

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Improving Your Scrum Practice - Mastering Professional Scrum - chapter 1 32:48

cách đây 37 weeks trước32:48

32:48

#156. Drawing on the book "Mastering Professional Scrum" by Stephanie Ockerman and Simon Reindl, I outline critical areas for team success, such as creating valuable products and understanding organizational influences. I emphasize five core capabilities needed for continuous improvement: teaching, facilitation, coaching, technical excellence, and servant leadership. I discuss the continuous improvement process recommended by Ockerman and Reindl, which includes self-assessment questionnaires and root cause analysis to address team issues. I highlight the importance of the Scrum pillars—transparency, inspection, and adaptation—and shows how sprint events like planning and review foster a culture of empiricism, allowing teams to run experiments and refine their practices based on real-world outcomes. Celebrating the traits of high-performing scrum teams, I underscore the significance of being cross-functional, self-managing, and collaborative. I touch upon practices that bolster collaboration within these teams, such as backlog refinement and pair programming, while also stressing the freedom scrum teams have to define their workflows within Scrum guidelines. You'll also learn about common challenges, such as the absence of key roles during refinement sessions, and recommends using the Five Whys technique to tackle root causes. I provide practical tips like conducting multiple short refinement sessions to prevent release delays. RESOURCES Simon Reindl on LinkedIn Stephanie Ockerman on LinkedIn Mastering Professional Scrum from Amazon (affiliate) Mastering Professional Scrum audiobook on Audible (affiliate) Stephanie Ockerman's site, Agile Socks Mastering Professional Scrum on InformIT…

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cách đây 1 year trước8:27

8:27

#155. Explore the importance of rethinking our approach to building business applications. Discover the benefits of questioning our assumptions and adapting to new information in the dynamic landscape of app development. Unpacking the concept of "thinking like a scientist" and its impact on creating agile business apps. Understanding cognitive entrenchment and how it can hinder our progress in app development. Examining how embracing new tools like Power Automate or Azure Data Factory can outdo outdated practices. Learning from personal experiences and external experts to reassess long-held beliefs about health and productivity. Discovering how to stay open-minded to new methods for building Power Platform and Dynamics 365 apps without losing sight of effective agile approaches. Keep experimenting 🧪 -Neil RESOURCES Microsoft Power Platform Conference, 18 to 20 October 2024 Peter Attia’s The Drive podcast Outlive by Peter Attia Peter Attia’s website Adam Grant’s podcasts Adam Grant’s website Subscribe to my new Estimating Business Apps podcast mini-series Estimating Business Apps is a five-part podcast that will help you quickly, accurately and confidently estimate complex Power Platform and Dynamics 365 apps in minutes. Listen now: https://estimating-business-apps.captivate.fm/listen…

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The Power of Learning Through Experiments in Power Apps Development 13:16

cách đây 1 year trước13:16

13:16

#154. Neil Benson takes us on a journey of learning through experimentation. Starting with the historical origins of smallpox inoculation, Neil discusses the importance of conducting experiments to drive innovation and problem-solving. Sharing personal experiences from his biochemistry studies to his current work in building applications with Power Platform and Dynamics 365, Neil emphasizes the value of agile software development and the significance of learning through short bursts of experimentation. He provides insights into real-world experiments with AI Builder and form processing models, highlighting the impact of these experiments on improving business processes. Neil also shares his experimentation with AI features in his own content creation and business operations, encouraging listeners to embrace the mindset of a scientist and continue experimenting. So, tune in to explore the power of learning through experiments and discover how it can accelerate your own journey in building amazing apps. Free Workshop: 3 Secrets to Building Business Apps with Scrum Join this free interactive workshop to discover the three secrets to successfully using Scrum to build agile apps so you can deliver projects faster, under budget, have more fun, and get promoted. https://customery.com/3secrets Mentioned in this episode: Subscribe to my new Estimating Business Apps podcast mini-series Estimating Business Apps is a five-part podcast that will help you quickly, accurately and confidently estimate complex Power Platform and Dynamics 365 apps in minutes. Listen now: https://estimating-business-apps.captivate.fm/listen…

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Should .NET Developers Stick or Switch to Power Platform? 29:00

cách đây 1 year trước29:00

29:00

#153. Keith Atherton is a proper pro developer. Keith shares his journey from developing custom apps using .NET, C# and SQL Server to embracing and mastering the development of enterprise business applications using the Power Platform. What do developers lose and gain using Power Platform compared to developing an app from scratch with .NET and SQL Server. The power of rapidly prototyping applications in Power Apps even compared to wireframing tools, like Basalmiq. How Keith decides when to use a low-code option or write code to meet a requirement. The value of documenting our own solutions and decisions, even if it's just for our own benefit later. Developers are used to unit testing, automated regression testing, AI-assisted programming. Do you miss those capabilities when working with Power Platform, especially Power Fx? How Keith thinks about keeping his skills up-to-date and mastering so many competencies through a weekly learning routine. Why .NET and C# developers should start with PL-900 Power Platform Fundamentals as their starting point for learning how to transfer their skills to Power Apps development. If Keith had a magic wand, Microsoft would enable him to use C# in the Power Fx editor. Keep experimenting 🧪 -Neil Keith Atherton Keith Atherton on LinkedIn: https://www.linkedin.com/in/keith-atherton/ Keith's blog: https://www.keithatherton.com/ Keith's podcast, On Air in the Cloud: https://onairinthecloud.com/ Resources Keith's courses on LinkedIn Learning: https://www.linkedin.com/learning/instructors/keith-atherton PL-900 Power Platform Fundamentals training on Microsoft Learn: https://learn.microsoft.com/en-us/training/paths/power-plat-fundamentals/ Real-world examples of Power Platform solution architectures: https://learn.microsoft.com/en-us/power-platform/guidance/architecture/real-world-examples/overview CONNECT 🌏 Amazing Apps website 🟦 Customery on LinkedIn 🟦 Neil Benson on LinkedIn MY ONLINE COURSES 🚀 Agile Foundations for Microsoft Business Apps 🏉 Scrum for Microsoft Business Apps 📐 Estimating Business Apps Mentioned in this episode: Subscribe to my new Estimating Business Apps podcast mini-series Estimating Business Apps is a five-part podcast that will help you quickly, accurately and confidently estimate complex Power Platform and Dynamics 365 apps in minutes. Listen now: https://estimating-business-apps.captivate.fm/listen…

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Unpacking User Stories and Backlog Refinement with Dani Kahil 49:00

cách đây 1 year trước49:00

49:00

#152. Host Neil Benson is joined by the talented Dani Kahil for an insightful discussion on managing backlogs and enhancing user stories in Azure DevOps and Jira. Neil shares his experiences with Jira, highlighting some configuration challenges, while Dani expresses a strong preference for Azure DevOps. They dive into the hierarchy of backlog items, including epics, features, user stories, and tasks, and explore different approaches to tracking progress on a Kanban board. Throughout their conversation, Neil and Dani discuss the importance of refining user stories, enriching them with acceptance criteria, and prioritising features based on their value to the team or users. They also touch on the significance of releasing value quickly and iterating on functionality. Join us for an engaging conversation packed with practical insights and tips for efficient backlog management. Let's get started! Dani Kahil on LinkedIn: https://www.linkedin.com/in/danikahil/ Dani's blog: https://danikahil.com Kahil Consulting: https://kahilconsulting.com/ Support the show CONNECT 🌏 Amazing Apps website 🟦 Customery on LinkedIn 🟦 Neil Benson on LinkedIn MY ONLINE COURSES 🚀 Agile Foundations for Microsoft Business Apps 🏉 Scrum for Microsoft Business Apps 📐 Estimating Business Apps Keep experimenting 🧪 -Neil Mentioned in this episode: Subscribe to my new Estimating Business Apps podcast mini-series Estimating Business Apps is a five-part podcast that will help you quickly, accurately and confidently estimate complex Power Platform and Dynamics 365 apps in minutes. Listen now: https://estimating-business-apps.captivate.fm/listen…

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Super CRM: a case study 20:02

cách đây 2 years trước20:02

20:02

#151. Amazing Apps host, Neil Benson, dives into a case study from one of his team's own projects: "Member Super", a financial services organisation in Australia. With over a million members, they needed a CRM application that could handle their complex stakeholder relationships and provide exceptional service to their customers. Member Super's existing CRM app was limiting their capabilities and hindering their goal of achieving a single view of their customers. So, they made the decision to take control and build their own CRM application. Superware partnered with them to make it happen, and the results were nothing short of AMAZING! RESOURCES Superware.ai website: https://superware.ai Superware on LinkedIn: https://www.linkedin.com/company/superware-ai Support the show CONNECT 🌏 Amazing Apps website 🟦 Customery on LinkedIn 🟦 Neil Benson on LinkedIn MY ONLINE COURSES 🚀 Agile Foundations for Microsoft Business Apps 🏉 Scrum for Microsoft Business Apps 📐 Estimating Business Apps Keep experimenting 🧪 -Neil Mentioned in this episode: Subscribe to my new Estimating Business Apps podcast mini-series Estimating Business Apps is a five-part podcast that will help you quickly, accurately and confidently estimate complex Power Platform and Dynamics 365 apps in minutes. Listen now: https://estimating-business-apps.captivate.fm/listen…

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A Big Bang? Going Live with Dynamics 365 or Power Platform with Andrew Bibby 45:40

cách đây 2 years trước45:40

45:40

#150. What does it take to have a successful go live event for your Dynamics 365 or Power Platform application. Neil Benson sat down with Andrew Bibby, a seasoned expert in Microsoft Dynamics 365 and Power Platform business applications. In this episode, Andrew shares his insights on the crucial process of preparing for and executing a successful go live. From addressing technical difficulties to promoting user adoption and measuring success, Andrew sheds light on the often-overlooked aspects of post-delivery project management. He also discusses the importance of training, involving change champions, and effective communication in ensuring a smooth transition. Don't miss this informative episode filled with practical tips for achieving a seamless go-live and maximizing return on investment! RESOURCES Andrew Bibby on LinkedIn : https://www.linkedin.com/in/andrewbibby/ Proximo3 on LinkedIn : https://www.linkedin.com/company/proximo3/ Proximo3 website : https://proximo3.com/ Nordic Summit: https://nordicsummit.info/ South Coast Summit: https://www.southcoastsummit.com/ TIMESTAMPS 03:26 Phased go-live events for Dynamics 365 06:06 Effort in successful go-live leads to happiness 08:34 Preparation and rehearsal lead to a successful go-live 12:39 Prepare and do steps before go-live 15:36 Early user involvement is vital for successful projects 21:17 Insufficient thought put into IT project training 25:45 Change management ensures successful projects and user adoption 30:07 Change management enhances project success and communication 33:02 Choosing a go-live day 38:20 Metrics, monitoring, and justification are crucial 42:30 The importance of getting across your message, and change management Support the show CONNECT 🌏 Amazing Apps website 🟦 Customery on LinkedIn 🟦 Neil Benson on LinkedIn MY ONLINE COURSES 🚀 Agile Foundations for Microsoft Business Apps 🏉 Scrum for Microsoft Business Apps 📐 Estimating Business Apps Keep experimenting 🧪 -Neil Mentioned in this episode: Subscribe to my new Estimating Business Apps podcast mini-series Estimating Business Apps is a five-part podcast that will help you quickly, accurately and confidently estimate complex Power Platform and Dynamics 365 apps in minutes. Listen now: https://estimating-business-apps.captivate.fm/listen…

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Breaking Free from the Tyranny of the Deliverable with Andrew Welch 25:55

cách đây 2 years trước25:55

25:55

#149. Andrew Welch is the Chief Technology Officer at HSO. Andrew is an expert in IT strategy and has a wealth of experience advising customers on their big strategic technology decisions. He is also an author, Microsoft MVP, and a regular presenter at conferences. Joining us today, Andrew shares valuable insights on the importance of IT leadership, cloud ecosystems, data platforms, artificial intelligence, and the future of innovation in technology. We dive into the concept of the "Tyranny of the Deliverable" and how it relates to IT organizations organizing themselves into technology-focused teams. Andrew also discusses the need for a holistic approach to digital transformation and the role of a cloud strategist in piecing together various technical components to drive business value. If you're an IT leader, architect, or consultant, this episode is packed with valuable perspectives and tips from Andrew Welch. Don't miss it! TIMESTAMPS 02:09 Importance of CIOs leading technology ecosystem integration. 04:48 Enterprise architects focus on specific workloads. Another architect, a cloud strategist, is needed for building capabilities and driving business value. 07:55 Microsoft's platform is versatile for mix and match. 11:11 Lunch with Ana Demeny, discussing Microsoft versus Google. 16:09 AI investment: data consolidation for value-delivery. 20:26 Tyranny of the deliverable: siloed teams, wrong solutions, budget incentives, counterproductive. Solution: subscription as a service model. Move away from hourly charges and fixed scopes. 24:55 Andrew presenting 5 strategies at Nordic Summit. RESOURCES Andrew Welch on LinkedIn: https://www.linkedin.com/in/andrewdwelch Andrew's blog: CloudLight.House: https://CloudLight.house Dynamics 365 and Power Platform UK User Groups: https://d365ppug.com Nordic Summit, 23 September 2023: https://nordicsummit.info Forceworks Services-as-a-Subscription: https://forceworks.com/the-works-from-forceworks Support the show CONNECT 🌏 Amazing Apps website 🟦 Customery on LinkedIn 🟦 Neil Benson on LinkedIn MY ONLINE COURSES 🚀 Agile Foundations for Microsoft Business Apps 🏉 Scrum for Microsoft Business Apps 📐 Estimating Business Apps Keep experimenting 🧪 -Neil…

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Amazing CRM & ERP Apps in Manufacturing with Shawn Tabor 32:35

cách đây 2 years trước32:35

32:35

#148. Get ready for another captivating episode of Amazing Apps! In this episode, Neil Benson engages Shawn Tabor, Director of Consulting Services at Hitachi Solutions, in an insightful conversation about the dynamic realm of Microsoft Business Applications and its role in the manufacturing and service industries. Explore Hitachi's product landscape, investment strategies, and the art of identifying patterns to create accelerators for efficient project estimations. Discover Shawn's podcasting journey, collection hobbies, and upcoming conference plans. Timestamps 05:40 Improving customer experience for manufacturers 07:36 The power of strategic planning 09:56 The challenge of implementing Microsoft ecosystem 10:59 Microsoft investment strategies 14:06 Simplifying field service applications 15:07 Streamlining field service 20:59 Significant implementations across manufacturing, services, and healthcare 21:37 Integration challenges in the field service business 23:34 Power Platform innovations 24:55 Agile methodology RESOURCES Shawn Tabor on LinkedIn Hitachi Solutions website Community Summit NA : 15-20 October in Charlotte, NC Support the show CONNECT 🌏 Amazing Apps website 🟦 Customery on LinkedIn 🟦 Neil Benson on LinkedIn MY ONLINE COURSES 🚀 Agile Foundations for Microsoft Business Apps 🏉 Scrum for Microsoft Business Apps 📐 Estimating Business Apps Keep experimenting 🧪 -Neil Mentioned in this episode: Subscribe to my new Estimating Business Apps podcast mini-series Estimating Business Apps is a five-part podcast that will help you quickly, accurately and confidently estimate complex Power Platform and Dynamics 365 apps in minutes. Listen now: https://estimating-business-apps.captivate.fm/listen…

cách đây 3 years trước48:48

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#116. Dani Kahil interviews Andrew Bibby about a pivotal, multi-year Dynamics 365 business transformation project in financial services. Dani Kahil and Andrew Bibby are both Microsoft Business Applications MVPs. Dani is an independent consultant and online trainer specialising in requirements analysis and solution envisioning. Andrew Bibby is a founder of Proximo 3, a Microsoft training and advisory partner based in the UK. Dani and Andrew discuss: How Andrew's client engaged him as an advisor to help the customer and their Microsoft partner organisations work effectively together. They started with a proof of concept to evaluate the Dynamics 365 platform and their agile way of working. The customer had an application landscape including Dynamics 365, Azure, and on-premise systems. How a single productivity business goal supported the project's business case. Grappling with an agile approach and ultimately settling on a hybrid approach that involved lots of upfront requirements analysis and design (and the affects of this). The importance of both the product owner and the scrum master in an agile team. Using Azure DevOps to track requirements and realised the value in requirements traceability all the way from inception through to production releases. Configuring Azure DevOps with a custom work item template to make it easier to capture requirements. Challenges ensuring user stories were sufficiently detailed so that developers could understand them and how the team experience and tackled the challenge of requirements changing (or being clarified) mid sprint. The value that estimation techniques, like planning poker, can have on helping developers understand the requirements. Difficulties co-ordinating and communicating changes across multiple work streams so that everyone understands changes to processes, requirements, data models or APIS that might affect their work. How solution architects can play a role in communicating changes across work streams. Andrew's growing enthusiasm for change management, Prosci training and certification, and the positive impact that professional change management has on business application adoption. RESOURCES Dani Kahil on LinkedIn Dani Kahil's blog Dani Kahil's Functional Consulting online training course - Requirements analysis for a successful project delivery for Dynamics 365 or the Power Platform Andrew Bibby on LinkedIn Andrew Bibby on Twitter Proximo 3 website Prosci change management training Support the show CONNECT 🌏 Amazing Apps website 🟦 Customery on LinkedIn 🟦 Neil Benson on LinkedIn MY ONLINE COURSES 🚀 Agile Foundations for Microsoft Business Apps 🏉 Scrum for Microsoft Business Apps 📐 Estimating Business Apps Keep experimenting 🧪 -Neil…

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Tương tự như Amazing Apps - learn how to build agile Dynamics 365 and Power Platform business apps using Scrum

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Tương tự như Amazing Apps - learn how to build agile Dynamics 365 and Power Platform business apps using Scrum

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Super CRM: a case study