Connections in Dynamics 365. Should we still use them?

by Jul 10, 2023

Connections in Dynamics 365. Should we still use them?

Connections are very flexible and could be an option for some use cases. But most of the time I don’t recommend them.

Why? The User eXperience is so horrible. Users don’t get how it should work.

The problem: It’s very flexible under the covers, but the UI is not hiding this flexibility. It’s just dumping the low-level way of storing the data into the face of the user and let them sort it out.

For most use cases, you want to trim the UI for that specific use case. It could be only one type of role is allowed. It could be that you are only allowed to connect to Contact that fits a certain filter.

We need an additional wizard or business rule layer on-top of Connections to make it acceptable for users to work with it.

Also showing Connections confuses users. When I click on a connection in a sub grid, I expect to go to the entity/table that is connected, like a Contact or Account. Not the Connection itself…

Microsoft please decide: make it obsolete or improve the User eXperience!

#

Subscribe to
The Daily Friction

A daily newsletter on automation and eliminating friction

Related Content

Small, Daily Steps to Success!

Small, Daily Steps to Success! Success isn't birthed from grand, one-time events. It's the result of consistent, everyday actions. For instance, reading 10 pages daily trumps consuming a book in one go. This principle applies to fitness, relationships and business...

read more

Is Campaign still being used in Dynamics 365 Sales (CRM)?

Is Campaign still being used in Dynamics 365 Sales (CRM)? Campaign management has already been a long time in Dynamics 365 Sales, but is it still being used out in the wild? You can create a Campaign as a container for actions. You can add a Marketing List as a target...

read more

Think you need approval? Think again.

Think you need approval? Think again. In the fast-paced world of business, time is not just money; it’s everything. Yet, many processes are still handcuffed by the need for approvals. It's a common misconception that every decision needs a green light from someone...

read more
Share This