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Unified Dynamics Sales and Event Management Integration

Period
Domain
Team
Tech
2024 - Present
Sales
2 engineers
Dynamics CRM, Power Apps, Power Automate, Azure, Dataverse, Eventix, Umbraco, Dynamics Sales

Project Description

The company harnesses customized Dynamics Sales and Marketing solutions to drive its course sales and event management initiatives. Leveraging custom Canvas apps, the company seamlessly creates and manages event bookings, generating invoices directly within the Dynamics environment. This integrated approach ensures streamlined operations and enhanced efficiency across all facets of course delivery and event coordination. Moreover, the company extends its reach through two integrated websites that facilitate external user engagement. These platforms enable users to purchase courses, participate in hands-on labs, take exams, and attend events, all seamlessly integrated with Dynamics. Central to this integration is the Dataverse, where all data and models are stored and interact closely with Dynamics, Canvas apps, and external websites.

Unified Dynamics Sales and Event Management Integration

Problem

Over the past decade, this project has grappled with outdated and complex legacy logic, making modifications challenging. Operating within a single environment for both development and production has compounded difficulties, posing risks to real data integrity during the implementation of new logic or testing phases. Additionally, the project relied on an "Early Bound" approach in plugins, which is no longer supported. This outdated approach, coupled with aged data models lacking updates for new tables and changes, further hindered the project's adaptability and functionality.

Solution

The main solution involved creating a dedicated development environment and setting up a CI/CD pipeline for automated solution deployment, allowing safe implementation of new logic and updates without risking real user data. Additionally, the outdated "Early Bound" model generation approach was updated to a newer version, requiring significant codebase changes to enhance compatibility and system functionality.

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Unified Dynamics Sales and Event Management Integration

Period
Domain
Team
Tech
2024 - Present
Sales
2 engineers
Dynamics CRM, Power Apps, Power Automate, Azure, Dataverse, Eventix, Umbraco, Dynamics Sales
Unified Dynamics Sales and Event Management Integration

Project Description

The company harnesses customized Dynamics Sales and Marketing solutions to drive its course sales and event management initiatives. Leveraging custom Canvas apps, the company seamlessly creates and manages event bookings, generating invoices directly within the Dynamics environment. This integrated approach ensures streamlined operations and enhanced efficiency across all facets of course delivery and event coordination. Moreover, the company extends its reach through two integrated websites that facilitate external user engagement. These platforms enable users to purchase courses, participate in hands-on labs, take exams, and attend events, all seamlessly integrated with Dynamics. Central to this integration is the Dataverse, where all data and models are stored and interact closely with Dynamics, Canvas apps, and external websites.

Problem

Over the past decade, this project has grappled with outdated and complex legacy logic, making modifications challenging. Operating within a single environment for both development and production has compounded difficulties, posing risks to real data integrity during the implementation of new logic or testing phases. Additionally, the project relied on an "Early Bound" approach in plugins, which is no longer supported. This outdated approach, coupled with aged data models lacking updates for new tables and changes, further hindered the project's adaptability and functionality.

Solution

The main solution involved creating a dedicated development environment and setting up a CI/CD pipeline for automated solution deployment, allowing safe implementation of new logic and updates without risking real user data. Additionally, the outdated "Early Bound" model generation approach was updated to a newer version, requiring significant codebase changes to enhance compatibility and system functionality.

...
...