About a million years ago, we opened a business banking account with Bank ABC. 

At the time, they had two primary types of accounts, personal and business.

So far so good.

Personal accounts had data fields for all the expected pieces of information one might need for a personal account.

The business accounts had all you might need for a business account.  Or so they thought.  Turns out businesses are owned by people.  People have separate information from the business.  No big deal, we can have attachments and notes.  In the note we put the names and details of the business owners and an attachment of their scanned signature cards.

Then Bank ABC merges with Bank DEF.

Then Bank ABCEDF is acquired by Bank XYZ.

Let’s smush the old data model into the new data model.  Great, all done.  Nothing to see here.

A few years later during a random account review it is discovered that a particular business account of a million years has no people associated with it, no authorized users.  There was an attachment of a scanned image with two illegible signatures on it, but no names with the signatures.

Turns out somewhere among the mergers and acquisitions, notes did not come with the business account information from older accounts that were opened when records were mostly analog and a little bit of digital.

A good bank manager found this, found us, and convinced me she wasn’t a scammer and got us to the bank in person to get our personal information appropriately related to the business information.  And then we signed paper copies of signature cards (sigh).

There are a few things to learn here.

Don’t store structured data in an unstructured place.  Build the appropriate relational data structure that you need.

Don’t cut corners when moving to a new system.  It really doesn’t matter that there were mergers and acquisitions along the way, it was a new system.  A simple review of notes on common data tables could have shown there was more data that needed to be dealt with.

At some point this would have become a blocker for access to our own money in our own business account.  Hire good people who can do good work and prevent this from happening and correct it when it does.

If you were in our hands-on lab sessions, we promised links.  Here you go:

Get Started With Copilot in Cloud Flows (Microsoft Documentation)

Copilots.

Large language models.

GPT this.

Open AI that.

The world is full of excitement for AI. 

And the world is full of doom-and-gloom for AI.

While there are many over-the-top scenarios we’ve seen, the most effective uses of AI for everyday business is in small pieces.  Add some AI here.  Streamline some work over there.  Surgical. Specific.  Purposeful.

The best uses of AI happen when combined with critical thinking directly from humans.

At 365.Training we’re using AI both directly for the benefit of the users while they are training, but also behind the scenes.  I guess that ultimately benefits the user, but less directly.

365Ai is your training copilot- While in a course, you can ask contextual questions of the copilot.  The models are of course powered by the large language models, but also grounded with our own information.  We make sure that the copilot in a specific course can answer topic-specific questions and not get sidetracked on other topics. The copilot is relevant and there when you need it.

mydigest- We’ve got a few different places where we’ve inserted AI. 


TL;DR- We’ve manually curated sources (more than 150 of them so far), and we have AI generated summaries of the items in your feed. 

Categories- We use AI to help identify content topics and the job roles that are relevant for the items.

Your filters- you select topics, roles and importance and we calculate a score and combine that with our scoring of items and apply that to make your custom feed.

Your digest email- we apply similar logic as above and curate a custom email on the schedule you define.

We’ve also used some of the Copilot capabilities of GitHub to help accelerate some of the more tedious parts of development to get us to market faster.

How do you AI in your everyday world?

So much great feedback!  Keep it coming.  Use the Ideas page on the 365.Training site or reach out to me directly.

So, in case you haven’t heard, my digest at 365.Training is a place to stay up to date on all things Power Platform and Dynamics 365.  We’ve got over 150 sources for you, all in one place.  My original blog post on it is here.

So, some updates for you.

Email digest from my feed. You can set the frequency of your digest email from none to daily, weekly, monthly or after 10 days of inactivity on the site.  Your default is set to none, so if you want to get an email digest, navigate to the settings page via the gears icon on the ribbon.

You can now listen to our AI-generated TL:DR summaries.


Suggest a new source.  On that top ribbon, click the plus+ and let us know a great source we may have missed. You can also keep track of your suggestions, and the outcome on the My suggestions tab.

Time to consume.  Once you’re drilled into the summary of an item from your feed, we’ve got an estimate of how long it will take you to consume the item from the source.

You can listen to a podcast directly from our site.  Not every podcast provider supports this at this time, but most of the ones we share will have that option for you.

Once you’ve set your filter preferences, and are viewing your feed, you can also now choose what type of content you’d like to see right now.  Use it just like you use our just-in-time my view filter.

Load more items to your feed. When you first get to your digest, we give you 50 items on your feed.  If you make it to the end and want to load the next 50, use the mark all read at the bottom of the feed. That will effectively dismiss all items on your feed and reload with the next 50 items.

Still haven't tried my digest?  Go give it a try now https://mydigest.365.training 

I've just released another course in the Zero to series for 365.Training.  It's to help you quickly get hands on experience building Power Virtual Agents.  The focus is the hands on DOING of making bots.  There's a little bit of foundational info, but we go right into the business of making a bot for our friends at Happy Tails doggie daycare.

New course is here: Power Platform - Zero to PVA | 365.Training

Other Zero to courses here: Course Catalog | Zero to Courses | 365 Training

This course features 365Ai so you can interactively ask additional questions and learn more about Power Virtual Agents.

We all knew it was coming.  Finally, it was announced that the classic designers for app, forms and views are deprecated.   So, what does that mean, from a practical perspective?

Microsoft feels that all essential tasks can be completed in the new designers.  The new designers are all accessible by default (yea accessibility!), and generally easier and more intuitive to use.  They load up with previews that include your own data. 

There is no need to panic.  It is possible that something you do all of the time is not available in the new designers.  You just know you have to revert to classic to do just this one thing.  That is still available but must be enabled by admin on a specific environment.  The setting is found in the Power Platform admin center with other Behavior settings.

Users/makers will still see the new experiences by default.  This will simply offer them the option to switch to classic as needed.

If you find yourself reverting back to classic, tell Microsoft about it. 

PS. That one thing you think you have to do in the classic designer? Chances are it’s in the new designer too, you just haven’t located it yet.

A few weeks ago, Dave came into my office and starts scribbling on the whiteboard.  Has a great idea.  And we all agreed.  And so, we jumped into the deep end and a few weeks later, we launched my digest by 365.Training.

What is my digest?  It’s your one-stop place for news, updates, blogs, events, podcasts, videos; all things current about Power Platform.  You build your interests in your saved filters and the feed only gives you things you are interested in. You can save items with notes, organized in your own folders.  You can snooze and item to read later.  You can do ad hoc views to narrow the scope of what you’re viewing right now, without changing your saved filters.

We’ve curated over 100 sources and add more pretty much every day. 

We just launched this crazy idea last week.  So, we’re in our beta phase while we work through any minor bugs and improvements.  During this beta, every logged in user has access at no cost.  We’ll sort out how we monetize it later.

Let me know if you have sources we should add or other ideas to make it better.

Go to my digest

I made a quick tutorial of how to get the most of my digest. 

Some people learn best on their own.  But many prefer to learn with a group.  We’re launching training cohorts to give our subscribers access to a training community to help them on their professional journey.

You will be assigned learning each week to help you complete the courses in an order we’ve determined is logical to gain the skills of the particular cohort.  You’ll be free to take any of our courses at the same time, or before, or after. You can join additional cohorts also. 

You will be part of a community.  Each cohort has a private Teams available with dedicated channels for each course in the cohort.  Our instructors will be available for questions and discussions throughout the cohort. We’ll also have office hours for interactive conversations along the way.

Our goal is for quarterly cohorts, but will schedule more often if we need to.

First up is our cohort for beginners in October, then one for developers in January.

Keep an eye on this page for other cohorts as they get scheduled.

What does it cost?

Joining a cohort is free to our paid subscribers.

How big are the cohorts?

To be honest we’re not exactly sure.  We need enough students to encourage great conversations, but not so many that you’ll get lost.  We’ll keep an eye on enrollment and do our best to keep the numbers right.

Interested in subscribing?  Have a look here.

Got a group?  Want a private cohort?  Have a look here.

Когорта навчання "Професіонал з біснес-додатків". Версія для українців.

Після вдалого старту нашого пілотного проекту, ми із задоволенням розширюємо реєстрацію. Якщо ви чи хтось з вашого оточення шукає підтримку при зміні професії, приєднуйтеся. Наші фахівці працюють з передовими технологіями та знанням мов, щоб ваше навчання було максимально комфортним. Цей курс є адаптованим варіантом англомовних груп і містить матеріали на двох мовах: англійській та українській. Навчання самостійне з контрольними етапами. І, до речі, це абсолютно безкоштовно. Якщо ви бажаєте вчитися, але не готові зобов'язатися на 6 тижнів відразу, немає проблем. Матеріали основані на ресурсах Microsoft Learn, https://aka.ms/BAPskilling. Можете розпочати з цього сайту, а потім приєднатися до нас. 

Щоб дізнатися більше про курс, перейдіть за цим посиланням.

Для реєстрації в групі, клікніть сюди.

Biz App professional skilling cohorts-Ukrainian edition

After our successful pilot we are happy to open registration more broadly.  If you or someone you know is looking for help transitioning to a new career, join us.  Our team of professionals includes native speakers and some good technology to make this experience as smooth as possible.

This cohort is a modified version of the English-language cohorts.  Content is presented in both English and Ukrainian.  Learning is self-directed with checkpoints.  It is free.

If you’d like to learn but can’t commit to a 6-week cohort at this time, not to worry.  The program is based on the official collection from Microsoft Learn, https://aka.ms/BAPskilling . You can start there, and join a cohort later.

For more information about the training, visit here

To apply for a cohort, visit here 

In the beginning of my MVP tenure, there were not very many of us in my chosen area of expertise.  We all knew one another, all knew spouses of one another (well, let’s be honest, there were two women, we all knew the wives of the others), knew about the kids.  We became a family with not only a common love of technology, but for each other.  We jokingly call the guest room at our house the MVP suite because so many have come to stay while in Colorado, even more came for a homemade dinner.  I have enjoyed visiting countless MVPs on my world travels.  Made so many memories together.

It was this feeling of family, of unwavering support for each other, that made me determined to stay part of this group.  Even in the years where it was tough. And I will be honest that some years are easier than others.  I always love the community work, I always hate the tracking of it.  Sometimes it’s tough to see where you can make a difference.  There was certainly a year or two that I was going through the motions because it’s what I knew, but was unsure of my motivation. This past year some paid projects reignited my passion for this community. 

There were two times we all auto-renewed for various reasons (program realignment and COVID).  One of those years I was actually really struggling with my health and had thought for sure I would lose this family because I just couldn’t keep up.

Over the years the family has grown, and so has the technology.  I hear from so many old-timers that we just can’t keep up with all the new growth of our beloved CRM and Power Platform.  My immediate thought is, same here.  I cannot keep up with the tech, or these new MVPs.  Then I realize I don’t have to be an expert on everything.  I can still make an impact on the community.  I compare myself to prior versions of me, not to someone else.  While it might not be daily growth, or daily learning, am I better today than before?  Do I know more today than before?  As long as that answer continues to be yes, then I am good with myself and feel that I still belong in this MVP family. There’s room for all of us to succeed.

I see friends deciding to step back from being an MVP after they lose their passion, redefine their own priorities. I am so happy for them that they followed their hearts.  I’m not there yet.  When I think it’s time, I’ll follow my heart too.  I don’t see that happening soon, but we’ll see.

There are now hundreds of MVPs in my chosen specialty.  I do not know all of them.  I try to know as many as I can.  And while I professionally respect your technology expertise and your community commitment, I’m more likely to ask about your family or your dog than I am to chat about your most recent blog post.

I grew up in a big family, with not a lot of money or opportunity.  I can’t remember being told I could do bigger or better things.  The people around me didn’t have that vision.  I will forever be grateful for marrying into a family who had that vision, who gave that support.  And then the continued support from this MVP family.

Do the things. 

Do all of the things.

Then find new things to do.

Love,

CRM MVP #23