Julian.Kellett The Feedback.Response (Dataverse) table records the progress of project closure feedback requests within the CSMS solution. Each project has one row, which updates as it moves through the feedback workflow. 🧭 How It Works When a project status changes to “Completed”, the Project Manager is automatically sent a feedback approval request. At this point: 🧩 … Read more
This note explains how to turn the current views (wide–from–tall) into a report‑friendly table using Power Query (recommended) or DAX. It covers two common layouts: It also shows how to extract a human‑readable Description from the JSON in VALUE_METADATA. Source schema (tall, meta-driven) Expected columns: Assumption: Each (OBJECT_SEQ, [META_TYPE], ATTRIBUTE) appears at most once for … Read more
To ensure efficiency, compliance, and trust in the Data Warehouse, we commit to the principle of non-proliferation of information. This means that data will be held and processed in a way that avoids unnecessary duplication, ensures clear lineage, and retains only what is required for business and regulatory purposes. Standards This approach ensures the Data … Read more
1. Collaboration & Communication 2. Reliability & Delivery 3. Technical & Professional Expertise 4. Innovation & Improvement 5. Customer/Stakeholder Focus 6. Leadership & Influence (even without formal authority) 7. Personal Attributes
Should We Reuse Standard Dynamics 365 / Dataverse Tables for Our In‑House Apps? 1) Why We’re Talking About This We’re starting an important conversation: when we build apps internally, should we lean on the standard tables already in Dynamics 365 / Dataverse (like Account, Contact, Opportunity, Project), or should we keep spinning up new SharePoint … Read more
This process explains how Data Engineering (DE) and Analytics Reporting (A) work together to turn a business need into a trusted, production-ready report. It’s designed for non-technical managers: no jargon, just what happens, who’s responsible, and what the outcomes are. Phase 0: Definition – Ground Zero PurposeLay the foundation before vision-shaping begins. Ensure clarity on … Read more
This release delivers the first CDM-compliant Customer Satisfaction view, bringing together legacy CSMS and Customer Thermometer data, with extensions for Dynamics data planned next. Work has also begun to align General Ledger reporting to CDM standards, focusing only on the two views required for finance. In addition, improvements have been made to Customer Orderline reporting, … Read more
Competency Area Element Indicative Score (1–5) Target (6 mo) Evidence / Example Activities Priority Data Management Devise & implement MDM processes (classification, security, quality, ethics, retrieval & retention) 4 5 Introduced soft/hard delete strategy; implemented RPV & last-seen frameworks; designed employee / project / customer domain MDM structures; strong data security awareness (container-level). M Derive … Read more
Month Theme / Focus Area Key Actions Tangible Evidence / Deliverables Success Indicators Month 1 Baseline review & planning • Confirm current Level 5 competency scores and priorities• Align with manager/mentor on fellowship expectations• Map your influence across Data Engineering + Analytics disciplines Updated self-assessment & evidence tracker Clear alignment between Data Engineering objectives and … Read more
I thrive at the intersection of curiosity, novelty, and real-world value, but I also perform best when work is structured, collaborative, and purposeful.Exploration and improvement energise me, yet clarity of expectations and harmony in the team keep me focused.Guide me with clarity of purpose, and I’ll deliver energy, creativity, and continuous improvement. 🧩 How I … Read more