There is such a thriving and growing community around the Power Platform and Dynamics 365. So why is it so hard to find good insights about what to consider and how to implement this or that feature, solution, app, or enhancement (without diving into code)?
Matthew C. Anderson & Britta Rekstad
Let’s talk about the industry accelerators used with Dynamics 365 and the Power Platform. Discussed on the show What are the accelerators all about? What do they include? What is the healthcare accelerator? https://docs.microsoft.com/en-us/common-data-model/health-accelerator Where can I learn about them or play with them? https://appsource.microsoft.com https://github.com/microsoft/Dynamics-365-Industry-Accelerators As a customer, why would I use one? As […] The post Industry Accelerators in Dynamics 365 – Ep 39 appeared first on Implement This.
This question is, at its core, totally reasonable…but make sure it’s the right question! Discussed on the show Misunderstanding of PowerApps Canvas PowerApps general fit Model-driven PowerApps general fit Applications that cross these boundaries and Portal Apps PowerApps lineage and disambiguating history Solution approach to the Power Platform Call to action What’s on your mind? […] The post PowerApps: “Should I learn Canvas or Model-driven?” – Ep 38 appeared first on Implement This.
Delegation is an important concept for Makers using the canvas PowerApps visual designer. It’s not a skill that is 100% required, but after working with PowerApps for a while, delegation becomes an important capability to understand and implement. Discussed on the show What is delegation in the PowerApps visual designer? Why is Matt talking about […] The post Delegation in Canvas PowerApps appeared first on Implement This.
In this episode we revisit some updates to the solution awareness of Flow and Canvas PowerApps when using the Common Data Service. Alert–podcast link updates! As mentioned in the episode, if you listen to Implement This through the CRM Audio podcast feed, make sure to update to the CRM Audio Network feed to continue receiving Implement […] The post Solution Awareness in Flow and Canvas PowerApps appeared first on Implement This.
In this episode (sponsored by Kingswaysoft), hosts Britta Rekstad and Matthew C. Anderson discuss the use of SharePoint document libraries with Dynamics portals. Discussed on the show Why would you want to enable this? Where does the question come from? What’s required for prerequisites to even consider doing this? Configure server based authentication for SharePoint: https://youtu.be/k4MwmqMvM3s […] The post Portals + SharePoint in Dynamics 365 – Ep 35 appeared first on Implement This.
On today’s episode (sponsored by D365UG/CRMUG), Britta Rekstad and Matthew C. Anderson discuss date fields in the Common Data Service for Apps and the considerations for PowerApps and Dynamics 365 configuration. Discussed on the show The default behavior for new fields Date field options Time Zone offset, UTC date and time Time in date-only fields […] The post Date fields in the Common Data Service – Ep 34 appeared first on Implement This.
In this episode (sponsored by Maplytics by Inogic), hosts Britta Rekstad and Matthew C. Anderson discuss the Power platform from the perspective of people with a background in Dynamics CRM / Dynamics 365. Discussed on the show Makers / Citizen Developers / Admins Matt’s Maker experience at Microsoft Matt’s PowerApp-Launching Bookmarklet project on GitHub Common […] The post What’s a “Maker” and where do I fit in a Power platform world? – Ep 33 appeared first on Implement This.
In this episode (sponsored by mscrm-addons.com), hosts Britta Rekstad and Matthew C. Anderson discuss the easy to use (non-developer) methods to get data into Dynamics 365 Customer Engagement and the Common Data Service for Apps. Discussed on the show Import methods File types Import process Working with exceptions Relational data import What’s on your mind? […] The post Importing data to Microsoft Business Applications – Ep 32 appeared first on Implement This.
In this episode (sponsored by D365UG), hosts Britta Rekstad and Matthew C. Anderson discuss the modern auditing capabilities in the Microsoft Business Applications platform. Discussed on the show XRM Toolcast Auditing – history GDPR and its influence on auditing/logging Compliance center protection.office.com Info on docs.com a.k.a. docs.microsoft.com User adoption Leading indicators for Business App value […] The post Auditing in Microsoft Business Applications – Ep 31 appeared first on Implement This.
In this episode (sponsored by CRMUG/D365UG), hosts Britta Rekstad and Matthew C. Anderson talk about XRM Toolbox Tools. Discussed on the show Revisit “What is XRM Toolbox” Using community tools Iconator Dynamics icon sizes/formats Matthew’s blog & video about “Area” images Finding Icons https://www.flaticon.com/ https://www.iconexperience.com/m_collection/ Bulk Workflow Execution Usage patterns for bulk workflows Minor correction: […] The post Make PowerApps / D365 management easier by using XRMtoolbox – Ep 30 appeared first on Implement This.
In this episode (sponsored by Maplytics by Inogic), hosts Britta Rekstad and Matthew C. Anderson discuss cascade rules for entity relationships in Dynamics 365 and model-driven PowerApps. Discussed on the show What are cascade rules? Default behavior you should review Types of cascading Modification & restrictions Where the magic happens What’s on your mind? Have […] The post Cascade Rules in Dynamics 365 & Model-Driven Power Apps – Ep 29 appeared first on Implement This.
In this episode (sponsored by D365UG/CRMUG), hosts Britta Rekstad and Matthew C. Anderson discuss why native charts still matter in Dynamics 365 and model-driven PowerApps. Discussed on the show How they are different from Power BI charts Users vs. Admins Security and Sharing Where charts are used Solution Awareness CRM Chart Guy XrmToolBox Advanced Chart […] The post Native Charts in Dynamics & Model-Driven PowerApps – Ep 28 appeared first on Implement This.
In this episode (sponsored by KingswaySoft), hosts Britta Rekstad and Matthew C. Anderson discuss the usage of Actions and Child Workflows in the Dynamics 365 platform. Discussed on the show Getting familiar with Actions in Dynamics 365 Actions and Child Workflows Example using notifications What’s different about an Action Visibility to end users Action Buttons […] The post Actions vs. Child Workflows in Dynamics 365 – Ep 27 appeared first on Implement This.
In this episode (sponsored by Maplytics by Inogic), hosts Britta Rekstad and Matthew C. Anderson discuss a listener question around Campaigns, Campaign Responses, and Duplicates. Discussed on the show Discuss the question Making assumptions Sources for duplicates Addressing through process Addressing through technology Other potential hurdles What’s on your mind? Have a question you’d like […] The post Duplicate Campaigns in Dynamics 365 – Ep 26 appeared first on Implement This.
In this episode (sponsored by Maplytics by Inogic), hosts Britta Rekstad and Matthew C. Anderson take a look down memory lane of working with Dynamics and compare what they’d do differently (or the same) for their first project today. Discussed on the show Taking parental leave How much to take on in a project Neil Benson’s […] The post Things The Second Time Around in Dynamics 365 – Ep 25 appeared first on Implement This.
In today’s episode (sponsored by Ingenius), Britta Rekstad and Matthew C. Anderson discuss the Customer Service App, Interactive Service Hub, and bring clarity to similar terms in Dynamics 365 . Discussed on the show Interactive Service Hub (and the move to Customer Service App) Customer Service App Disambiguation of similar-sounding terms Customer/Project/Field Service Apps Universal […] The post Customer Service App in Dynamics 365 – Ep 24 appeared first on Implement This.
In this episode (sponsored by Maplytics by Inogic), hosts Britta Rekstad and Matthew C. Anderson discuss PDFing and document generation in Dynamics 365 (another listener question!). Discussed on the show A cornucopia of methods to generate documents that leverage Dynamics 365 data: Email templates Word templates SSRS Reporting Community tools 3rd party ISV tools Output […] The post Document Generation in Dynamics 365 – Ep 23 appeared first on Implement This.
On today’s episode (sponsored by Kingswaysoft) hosts Britta Rekstad and Matthew C. Anderson discuss queues and queue management in Dynamics 365 and model-driven PowerApps. Discussed on the show Core entities of Queue, Queue Item, Routing Rule, Routing Ruleset Public vs. Private queues Visibility to queues and queue items & security Dynamics user teams and queues […] The post Queues in Dynamics 365 – Ep 22 appeared first on Implement This.
In today’s episode (sponsored by Kingswaysoft) hosts Britta Rekstad and Matthew C. Anderson discuss rollup fields in Dynamics 365. Note: Much of the conversation also applies to Model-driven PowerApps. Discussed on the show Rollup field basics Operation speed Aggregation considerations Workflows and rollup fields Other considerations when using rollup fields Alternatives to rollup fields Importable […] The post Rollup Fields in Dynamics 365 – Ep 21 appeared first on Implement This.
In today’s episode (sponsored by @maplytics by @inogic), hosts Britta Rekstad and Matthew C. Anderson continue their discussion (started in episode 14) about their favorite things in Dynamics for sales force automation in Dynamics. Discussed on the show Category search vs. relevance search use cases Wildcards in search (George Doubinski’s Wildcard Tip of the Day post) Search […] The post More Sales Force Automation in Dynamics 365 – Ep 20 appeared first on Implement This.
In today’s episode (sponsored by Kingswaysoft) hosts Britta Rekstad and Matthew C. Anderson discuss a listener question about creating and naming relationships between entities in Dynamics 365. Discussed on the show Methods for creating relationships between entities Display name vs. field name Creating relationships via the form or via the configuration window Using id and code […] The post Creating Relationships in Dynamics 365 – Ep 19 appeared first on Implement This.
In today’s episode (sponsored by Inogic), hosts Britta Rekstad and Matthew C. Anderson discuss the types of Forms in Dynamics 365. Discussed on the show Form Types Security Roles and Forms Quick View form tips What’s on your mind? Have a question you’d like answered on a future podcast? Submit one by visiting implementthis.org The post Form Types in Dynamics 365 – Ep 18 appeared first on Implement This.
In this episode (sponsored by D365UG/CRMUG) hosts Britta Rekstad and Matthew C. Anderson discuss Goals and Goal Metrics, Rollup Queries. Thanks, Garry, for submitting the question that inspired the topic of today’s show! Discussed on the show Goals on docs.microsoft.com Dynamics CRM 2011 Goal Management: Understanding Goal Criteria Dynamics CRM 2011 Goal Tricks What’s New in […] The post Goal Entities in Dynamics 365 – Ep 17 appeared first on Implement This.
In today’s episode (sponsored by D365UG/CRMUG) hosts Britta Rekstad and Matthew C. Anderson continue the discussion about Excel Templates in Dynamics 365. Discussed on the show Formulas and table structure best practices Naming fields in data tables Limitations and workarounds Formulas to know (or learn) Structuring the workbook for an Excel Template This builds on […] The post More Excel Templates in Dynamics 365 – Ep 16 appeared first on Implement This.
In today’s episode (sponsored by CRMUG/D365UG) Hosts Britta Rekstad and Matthew C. Anderson discuss modeling data for Dynamics 365 implementations. Discussed on the show Repurposing entities (or not!) Using different field types Language & currency Option sets vs. related entities What’s on your mind? Have a question you’d like answered on a future podcast? Submit […] The post Data Modeling in Dynamics 365 – Ep 15 appeared first on Implement This.
Hosts Britta Rekstad and Matthew C. Anderson discuss some of their favorite things–and lessons learned–for building out Sales Force Automation (SFA) implementations (beyond the expected Lead/Opportunity/etc.). Discussed on the show QuickView forms Field Mapping QuickCreate forms What’s on your mind? Have a question you’d like answered on a future podcast? Submit one by visiting implementthis.org The post Sales Force Automation in Dynamics 365 – Ep 14 appeared first on Implement This.
In this episode, hosts Britta Rekstad and Matthew C. Anderson continue the Solution Management discussion they began in episode 11. Discussed on the show Layering of managed/unmanaged solutions and customizations Advantages of segmented solutions Solution patching What’s on your mind? Have a question you’d like answered on a future podcast? Submit one by visiting implementthis.org The post Solution Layering and Patches in Dynamics 365 – Ep 13 appeared first on Implement This.
In today’s episode (sponsored by D365UG) hosts Britta Rekstad and Matthew C. Anderson discuss different types of documentation for your Dynamics 365 implementation. They also discuss the elements of writing good documentation, as well as some tips and tricks around passing the baton of expertise to your user community. All things D365 Documentation from MS Dynamics Training […] The post Documenting Dynamics 365 – Ep 12 appeared first on Implement This.
In this episode (sponsored by Inogic) Hosts Britta Rekstad and Matthew C. Anderson talk about having multiple environments and the basics of Dynamics 365 Solutions and solution management. There’s a lot to cover in a single episode, so watch for a future episode covering even more detail. Discussed on the show Why multiple environments Dynamics […] The post Dynamics 365 Solutions Basics – Ep 11 appeared first on Implement This.
On this episode (sponsored by Inogic) hosts Britta Rekstad and Matthew C. Anderson take a trip down memory lane, talking about older versions of Dynamics 365 (Dynamics CRM). It’s easy to forget how far the platform has come, sometimes, and there’s nothing quite like a chance to work with an older version of the product […] The post Older Versions of Dynamics (and Upgrading) – Ep 10 appeared first on Implement This.
In this episode (sponsored by D365UG/CRMUG) hosts Britta Rekstad and Matthew C. Anderson have a conversation about some of the things you might want to think about in your Dynamics 365 implementation that may otherwise go un-reviewed. Discussed on the show Books Britta Getting Naked Pat Lencioni The Goal Eliyahu Goldratt The Chaos Imperative Judah Pollack […] The post New-Year Admin Review in Dynamics 365 – Ep 9 appeared first on Implement This.
In this episode (sponsored by Kingswaysoft) Hosts Britta Rekstad and Matthew C. Anderson discuss a listener question about using OneNote Online in a Dynamics 365 implementation after upgrading to D365 online. We talk through the standard use cases, good/bad fit, general things we’ve learned about the solution, and weigh in on how OneNote stacks up […] The post OneNote in Dynamics 365 – Ep 8 appeared first on Implement This.
In this episode (sponsored by Inogic) Hosts Britta Rekstad and Matthew C. Anderson discuss Dynamics Gamification and how it can be used in a Dynamics 365 implementation. We talk through installing the solution, setting up KPIs, and setting up a game. Discussed on the show Microsoft Dynamics 365 Gamification on AppSource Microsoft Dynamics 365 Gamification Documentation CRM Gamified 3rd […] The post Gamification in Dynamics 365 – Ep 7 appeared first on Implement This.
Hosts Britta Rekstad and Matthew C. Anderson discuss Microsoft Flow and how it relates to Dynamics 365. We talk through basic use cases, licensing requirements, and how it compares to the out of the box Dynamics workflow engine. As a quick note, we recorded this before the General Availability release of Dynamics 365 v9.0, so […] The post Microsoft Flow in Dynamics 365 – Ep 6 appeared first on Implement This.
Among many search options in Dynamics 365, Relevance Search offers a user experience much like traditional search engines. Host Matthew C. Anderson has recently been through a couple of implementations and chats with Britta Rekstad about: What order to configure things in What some of the common a-ha moments are Some nice-to-know considerations when implementing […] The post Relevance Search in Dynamics 365 – Ep 5 appeared first on Implement This.
The Dynamics 365 Workflow engine, which is the behind-the-scenes part of the process engine, is massively powerful. For host Britta Rekstad, who has presented on how to use Dynamics workflow at multiple conferences, this is an absolutely critical aspect of the platform for new admins to understand. Co-host Matthew C. Anderson shares about how some […] The post Ep 4 Dynamics 365 Workflow Engine – Foundations appeared first on Implement This.
Templates in Dynamics 365 are not a new concept, but Excel Templates are more approachable to users and admins alike. Whether you’ve already started using these in your environment, or you’re thinking about rolling them out, you’ll want to listen to this episode. Hosts Britta Rekstad and Matthew C. Anderson dive in to discuss some […] The post Ep 3 Excel Templates in Dynamics 365, admin edition appeared first on Implement This.
Have you used the editable grids feature that’s now part of Dynamics 365? What should you be thinking about when considering an implementation? They’ve been a longtime request from the community, so does that mean they should be used everywhere? Hosts Britta Rekstad and Matthew C. Anderson follow up on this topic which came up in […] The post Ep 2 Editable Grids in Dynamics 365 appeared first on Implement This.
Hosts Britta Rekstad and Matthew C. Anderson start with a brief introduction then dive right in to discuss some of the things they consider in Dynamics 365 when editing multiple records. Discussed on show: XRM Toolbox Bulk Data Updater Have a question you’d like answered on a future podcast? Submit one by visiting implementthis.org The post Ep 1. Editing Multiple Records in Dynamics 365 appeared first on Implement This.
Announcing a new podcast focused on what to consider when using the Microsoft Dynamics 365 platform to address your business needs. Join hosts Britta Rekstad and Matthew C. Anderson every other week. Have a question you’d like answered on a future podcast? Submit one by visiting implementthis.org The post Ep 0. Coming Soon appeared first on Implement This.
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