Does anyone have any tips or advice when it comes to taking over a previous persons work with regards to Dynamics customisation and maintenance, as well as advise for Power Platform/D365 CE environment clean up and alignment from dev, to test.
Hi
I would do two things to start with.
1. check all customizations done. You csn do this by filtering custom components from all components in the portal or the classic designer.
2. use xrmtool https://www.xrmtoolbox.com/plugins/MscrmTools.AttributeUsageInspector/ to figure out how much all these custom columns and entities are in fact used.
3. remove unnecessary customizations
4. run solution checker
5. Document remaining custom logic
6. find your company stakeholders for these customization and assign responsibility
if you don’t find internal ownership- inform your company about an upcoming discontinuation of unused customisation to save money
disable unused customisation and await possible incidents reported
now you have regained controleand possibly simplified the setup in the process
Hi Steve,
Thanks for this.
Let me try to explain my scenario slightly further.
I have just started at a new organisation which use Dynamics CE. We only currently use Sales elements of Dynamics yet we have the following installed:
Sales, Customer Service, PSA, Field Service, Marketing
Here is my stuck point:
I am trying to understand the previous work that has been done on Dynamics in our org. We don't use customer service, field service or marketing, yet they are installed. It would be great to get them uninstalled. I have tried to use the steps to remove solutions in the right order for field service but end up with the 'Field Service' solution having loads of dependencies preventing removal.
Consultants that did work for our firm seem to have forced the use of PSA/PO for ALL sales by setting the 'Order Type' to default to 'Work Based' and requiring that everyone use the PSA app (sales tab) for all sales. We do not use the Sales Hub application.
It seems to make more sense to me that Account Managers and people working in Sales should use Sales Hub, choosing the Item Based lead's or Work Based leads as appropriate. Then if its only item based it stays in Sales, but if its work based it progresses to end up with the project team working in project operations. Does that sound like a more appropriate solution and the way Dynamics should work?
So, my goal isn't to reset our environment. But I am trying to understand the best approach to understand a previous persons work in terms of customisations, how to remove elements/Dynamics solutions we don't use, which is the best way to go about sales when we are an org that provides both products and project work, and finally the best way to go about customisations matching with Dynamics upgrades.
No worries if this is too bigger issue to help with :)
Thanks,
Lewis
Hi Lewis Baybutt - HybrIT,
Do you want to reset your environment or something else?
Here is the doc about managing environment:
Does anyone have any tips or advice when it comes to taking over a previous persons work with regards to Dynamics customisation and maintenance, as well as advise for Power Platform/D365 CE environment clean up and alignment from dev, to test.
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