Requirements Gathering: An Application – Part 1

The Microsoft Dynamics 365 learning paths are a great resource for expanding product knowledge and enhancing skills. While following the learning path for the solution architect Exam MB-700, I appreciated its emphasis on Who, What, and Why in requirements gathering:

Who, What, & Why

An easy trap during requirements gathering is to jump straight from a need to its system solution. Focusing on Who, What, and Why helps capture the complete functional requirement so that the solution will also be complete. This type of requirement gathering can be written in a formula: As a [fill-in-the-blank], I need to [fill-in-the-blank], so that [fill-in-the-blank].

Some examples of this functional requirement formula from the learning path:

Non-Functional Requirements

Who, What, and Why frame the functional requirements, non-functional requirements should also be considered. Non-functional requirements are elements outside of the direct need that will influence the performance or acceptability of the solution. Some types of non-functional requirement considerations are Availability, Compliance, Data retention/residency, Privacy, Security.

Some examples of non-functional requirements from the learning path:

An Application?

I like this framing of Who, What, and Why in a functional requirement, along with its non-functional elements. Again, capturing complete requirements is an important first step to building complete solutions. Thinking about this made me wonder – can I build an application to help gather requirements in this format?

Stay tuned for Part 2!

Enable Saved Views

As regular readers know, Saved Views enhance the Finance and Operation experience, empowering users to save sets of personalizations and navigate forms more efficiently.

In earlier versions, this preview feature had to be enabled through SQL code – starting in Platform update 33, Saved views can now be activated in the Feature management workspace.

Go to Feature Management Workspace

If you do not see the Saved views feature, click Check for updates. Depending on how far in the future you are, you may also need to toggle from the “New” tab to the “Not enabled” tab.

Hello readers in the future. How is it there?

Select Saved Views Feature

Click “Enable now” at bottom right.

Saved Views Feature Will Now Be Enabled

A green check mark and enabled date will now display next to the feature.

When activating the Saved views feature, also consider enabling the Grouping in grids and New grid control features.

Additional Reading
Saved Views
Grouping In Grids
New Grid Control

Resource Roundup: Virtual Meetings

There is so much good content on the internet *insert shocked emoji*. Resource Roundup is a series to organize links, ideas, and advice around a specific topic.


We’re Working From Home. We’re using Teams. Virtual meetings are more and more a part of the modern workplace. Here are some resources with suggestions on how to make them more effective.


Resource Roundup – Virtual Meetings


Project Management Institute

The Seven Secrets of Successful Virtual Meetings

Leave it to the makers of PMBOK® to provide a nice 2×2 grid about how to best meet across time and space. In all seriousness, I think this is an important insight. Technology makes it so easy to have a virtual meeting – but the first question should be is a virtual meeting appropriate to the common objective, especially considering the time and place constraints of the participants.


Harvard Business Review

How to Run a Great Virtual Meeting

I like this article because it highlights that a key to making meetings great happens before and after the meeting itself. Setting a clear agenda and getting alignment before the meeting helps clear roadblocks to the real, necessary conversation that needs to take place during a meeting. Water-cooler talk after a meeting is an important part of processing its contents. Because virtual meetings don’t have physical water-coolers, it can be valuable to formalize water-cooler time as the ending structure of a virtual meeting.


Matt Wade

9 Things You Need to Stop Doing During Online Meetings

A solid list of virtual meeting “don’t”s. The don’t I most enthusiastically agree with is “Don’t ask open-ended questions to everyone”. Addressing questions to specific people is better for virtual calls because 1) It increases engagement and 2) It avoids the awkward virtual meeting pause where nobody responds, then multiple people respond, then nobody’s quite sure who should start talking and who should stop talking. These are two social problems where virtual meeting technology is still lacking behind face-to-face meeting technology.

Matt has also created a fantastic guide to MS Teams etiquette. I embrace his effort to try to formalize best-practice social conventions for the new online communications technology.


Joel Leichty

5 TIPS FOR IMPROVING YOUR WORK FROM HOME VIDEO CALLS

Turning on your video camera during virtual meetings helps create connection with others, and also helps you monitor your own focus. I appreciate this article for highlighting that we shouldn’t be afraid to turn on our cameras at home just because we’re not dressed for the office. “Work From Home official video dress code is ‘Casual But Not Pajamas’.”, with an encouragement to bathe in the morning is a pretty good mantra.

After bathing, good lighting and an elevated the camera angle are simple things that go a long way to improving the video experience.

Additional Reading
Matt Wade – jumpto365
Joel Leichty
Project Management Institute

Resource Roundup: Microsoft Teams Advanced Tips

There is so much good content on the internet *insert shocked emoji*. Resource Roundup is a series to organize links, ideas, and advice around a specific topic.


Following-up on yesterday’s Microsoft Teams Resources, here are some advanced tips for Teams.

Shortcuts

As regular readers will know, I’m a big fan of shortcuts. They are also useful in Microsoft Teams. Below is a helpful hotkey list put together by cheatkeys.com


Live Captions

When you click the ellipsis during a meeting, you may notice a new (preview) feature called “Turn on live captions”. Clicking this provides automated captions at the bottom of the screen. These captions are only available in English, and will only be privately visible to you (ie not visible to every one else in the meeting).

Machine generated alternative text:
a 
O 
Help 
4 
00:39 
@ Show device settings 
Show meeting notes 
(D Show meeting details 
Enter full screen 
Z. Start video with blur 
Invite peo 
Tum on live captions (preview) 
O Start recording 
Tum off incoming video
Machine generated alternative text:
a 
O 
Help 
4 
00:39 
@ Show device settings 
Show meeting notes 
(D Show meeting details 
Enter full screen 
Z. Start video with blur 
Invite peo 
Tum on live captions (preview) 
O Start recording 
Tum off incoming video

Teams Windows Application vs Web Application

If you are reading this, you probably have the Teams windows application (and you might even have the Teams ios or android application). But you can also access teams in any web browser by going to teams.microsoft.com.

One current advantage of using the web application is that you can have multiple instances of Teams open in multiple tabs (or on multiple monitors). Doing so allows you to use chat or access files while following a screen sharing meeting at the same time.


Augmented Reality

Harnessing the power of the Snap Camera, you can throw a little augmented reality into your Teams video calls. Full details on how to set it all up for Teams can be found here.

The Snap Camera comes from Snapchat, and basically adds an augmented reality filter to your computer’s camera then makes it appear to other applications that your camera plus the AR filter is a new camera that can be selected. To be honest, I found most of the filters to be rather juvenile.

Pizza in Microwave

This is actually a very useful filter, especially since my wife no longer lets me put my camera in the microwave following the incident.

Palm Tree Background

If I wanted a palm tree in my video background, I would just paint a palm tree on my back office wall.

Tie on Head

If I wanted to impress people with a tie on my head during video calls, I would just tie a tie on my head during my video calls.

Let me know when Snap Camera rolls out the Clean-Shaven-Face filter. Then we can start talking about Augmented Reality as a business essential.

Resource Roundup: Microsoft Teams

There is so much good content on the internet *insert shocked emoji*. Resource Roundup is a series to organize links, ideas, and advice around a specific topic.


With the recent uptick in working from home, Microsoft Teams has also seen increased adoption. More than 12 million daily active users have been added to Microsoft Teams in the last month. Keeping that in mind, below are some Microsoft Teams resources that have popped up in my feed recently and I’ve found helpful.


Resource Roundup – Microsoft Teams Resources


Joanne Klein & Ali Fadavinia

5 THINGS EVERY MICROSOFT TEAMS MEETING NEWBIE SHOULD KNOW

The most basic functionality of Teams is setting and attending meetings. This is the most clear, concise tutorial I’ve seen explaining Teams meetings. If you’ve never used MS Teams before, I’d recommend starting here.


Darrell as a Service

How to create a Microsoft Team – Things to consider before you do

Beyond meetings, the ability to create “Teams” or groups for collaborative communication is where MS Teams shines in comparison to its predecessor communications platforms. This video is part of a great series about the functional mechanics of setting up a Team, as well as the practical questions one should ask themselves when thinking about creating a new team.


Teams on Air

Tips and tricks to become a Microsoft Teams power user

Even though there is a bar at the top of the Teams application encouraging users to type a command, it wasn’t until watching this video that I finally understood what commands were or how they could be used to increase efficiency in Teams.


Additional reading
Joanne C. Klein
Modern Workplace Scenarios
Learn about teams and channels
Use commands in teams
Teams On Air

Resource Roundup: Working From Home

There is so much good content on the internet *insert shocked emoji*. Resource Roundup is a series to organize links, ideas, and advice around a specific topic.


Writing has been hard this month. In the face of a global pandemic, blogging about business applications has felt…inconsequential. I’m privileged to be able to work from home. I recognize many people are working from home for this first time this month and it will be an adjustment. I feel for the many more people whose work cannot be performed from home (two-thirds of the labor force) and whose livelihoods will be most impacted by the current crisis.

I’ve worked from home for most of my career; it’s still been a difficult month for me. Everything inside my home office is the same, but the outside world is very different. It was incredibly validating to read the tweet below. I’ve reread it frequently over the past weeks.

Adding one tip to the list below: be kind. Whether interacting with customers, colleagues, or vendors: we’re all doing our best to cope and persevere.


Resource Roundup – Work From Home Tips


GROOVE

47 Insanely Practical Work From Home

My Key Takeaways:

  • Add breaks to your schedule.
  • Reach out if you are feeling alone or isolated.

Ars Technica

Suddenly working at home? We’ve done it for 22 years—and have advice

My Key Takeaways:

  • Establish an exercise routine.
  • Consider getting a pet.

Jake Reeves

5 TIPS to Remain PRODUCTIVE Working from HOME in Self-Isolation

My Key Takeaways:

  • Make effort to separate work and home spaces.
  • Think about workspace lighting.

New York Times

The Tech Headaches of Working From Home and How to Remedy Them

My Key Takeaway:

  • I should look into upgrading home-office equipment.

Harvard Business Review

The Two Things Killing Your Ability to Focus

My Key Takeaways:

  • There are too many distractions.
  • There are too many meetings.
  • Minimizing these is probably the secret to happiness.

Where’s the Action? – (Alt+Q) Action Search in D365

Hotkey Highlight – Alt+Q

We’ve previously covered Navigation search (Ctrl+/) as a way to quickly find and access different forms across D365. Action search is a way to quickly find and access different menu buttons within a single D365 form. This can be particularly helpful if the user is looking for a menu item button, but unsure which tab it is located on.


The Action Pane

Let’s start by quickly reviewing the elements of the action pane (the area at the top of a D365 form). The action pane contains menu buttons, organized into tabs, and groups.

Action search can be activated by clicking the magnifying glass next to the options tab, or pressing Alt+Q.


Action Search (in Action)

Typing in action search returns similarly named menu buttons. The returned results display the menu button name, as well as its associated tab and group. This works for menu buttons across all tabs on the form. If buttons are hidden through a personalization or saved view, they will also be hidden in the action search results.


Room for Search Optimization

Action search is handy functionality for users searching for a button, but unsure of it’s location in the action pane. However, the ordering of the search results can still be improved. In the screenshot below, you can see that the top action search result for “hour journal” does return the button for creating an hour journal (the hour button in the journal group), but instead the top results are taken by hour costprice and hour salesprice. I am hopeful that the action search and navigation search results will improve in future releases.


Want to share this action-packed post on social media? Go ahead, make my day.

Additional reading
Action Search
Navigation Search
100 Best Action Movies Of All Time

D365 Platform Update 33 Preview: It Publishes Default Saved Views?

The preview release of Platform update 33 for Finance and Operations is now available (general availability is scheduled for March). This is part of a series highlighting features in the new platform update.


Published Views!!!

A quick refresher: saved views enable users to save sets of personalizations on a given form. Forms have a standard “classic” view. When personalizations are made, an asterisk identifies that the classic view has changed, providing the user with the option to save the new view.

In manage my views, users have the option of reordering, renaming, and setting the desired default from their personally available views. Additionally, the publish button in manage my views allows users to share their views with the larger organization by role and legal entity.

(The ability to publish views is limited to system administrators and those with the “Saved views administrator” role)


Publish as Default View

Platform Update 33 extends the publish view functionality, the publish as default view toggle enables a published view to be the first view a user sees when accessing a form – instead of the form opening in “Classic view” and the user having to select the desired view or configure the default individually.

In the example below, I have a “Simple view” for the project form where infrequently used buttons and fields are hidden. I would rather users be direct here first, with the option to view the full “Classic view” information if necessary, so I have published the “Simple view” as the default.


Managing Published Views

All views are visible in the personalization form. Clicking the publish button on a published, unpublished, or personal view allows management of access and presentation of the view.


I would be grateful if you take a screenshot of this post and share it on social media. You’ll be publishing a view – saved from my published, saved view on saved view publishing.

One can only hope that will lead to more views.

Additional Reading
What’s New Platform Update 33
Saved Views
Saved View Feature Details

D365 Platform Update 33 Preview: It Groups!

The preview release of Platform update 33 for Finance and Operations is now available (general availability is scheduled for March). This is part of a series highlighting features in the new platform update.


It Groups!!!

Grouping brings some pivot table-like functionality to D365 grids. Similar to how numeric columns can be totaled, non-numeric columns can be grouped. Right click on the column and select “Group by this column”


Posted Project Transactions, Grouped by Project Name


Posted Project Transactions, Grouped by Date


Save Groupings as Views

Once grouped, these new grid layouts can be saved as views.


Grouping is a promising UI experience. In the Platform Update 33 preview, users are able to group on a single column. Future plans include the ability to group on up to five different columns, expand/collapse groupings, and group subtotaling.

If You Still Really Want a Pivot Table

If you find yourself in need of the full pivot table experience, remember that grid data can still be downloaded to Excel.

Ctrl+Shift+E, Enter

Our D365 hotkey to download data to excel.

Alt+N+V, Enter

Our Excel Hotkey to build a pivot table.

Then select your fields as desired.


Best of luck, my Excel power-user friend.

additional reading
What’s New Platform Update 33
Grid Capabilities
Grouping With Subtotals in Grid

D365 Platform Update 33 Preview: It Totals!

The preview release of Platform update 33 for Finance and Operations is now available (general availability is scheduled for March). This is part of a series highlighting features in the new platform update.


It Totals!!!

What’s the sum of this column? No need to dump it to excel anymore – right click and select “Total this column”. D365 will then do the hard work to calculate the total and return the number of rows.


Even Large Totals!

When a grid is so large that all records are not returned at once, a calculate button presents below the total button with dashes at the bottom of the columns pending calculation. Clicking the calculate button processes the totals.


Filtered Totals!

When grid columns are filtered, totaling takes place on the filtered values. This is handy when investigating subsets of form data.

In the example below, the Trial balance form already has summary totals at the bottom as part of its standard design. By adding column totals, I am able to filter for a specific project dimension and quickly calculate the totals for that dimension value.


In sum, this is the total functionality.

additional reading
What’s New Platform Update 33
Grid Capabilities
Total Recall