Podcasts about britta rekstad

FULL SHOW NOTES https://podcast.nz365guy.com/394 A brief introduction with Mary Thompson about WorldMax- what she has done and what is happening. Mary talks about her community engagement What does Mary need and how can people out there help and support her with what she is doing? How can people be like Mary? Mary's journey into becoming a Microsoft MVP and what's involved? What was different after becoming a Microsoft MVP? Mary's involvement in the MVP community – sharing your knowledge and helping people The value of becoming a Microsoft MVP Mary's experience speaking in an event OTHER RESOURCES       - Microsoft MVP YouTube Series - How to Become a Microsoft MVP        - 90-Day Mentoring Challenge - https://ako.nz365guy.com/        - Britta Rekstad - https://mvp.microsoft.com/en-us/PublicProfile/5001335?fullName=Britta%20Rekstad        - The Dynamics Skill Gap & How to Solve it – Britta Rekstad - https://podcast.nz365guy.com/the-dynamics-skill-gap-how-to-solve-it-britta-rekstad/ AgileXRM AgileXRm - The integrated BPM for Microsoft Power PlatformSupport the show

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 Matthew's first mistake with date fields Time zone and Canvas vs. Model PowerApps Calculated fields and "date math" Looking at the wider Power platform (Flow, Power BI) Grey areas for date field type in your data model (one of us says "willy nilly") Fun facts What's on your mind? Have a question you'd like answered on a future podcast? Submit one by visiting implementthis.org

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 Data Service (for Apps and Analytics) The Common Data Model Definition of PowerApps over time Power BI Power BI & More 46: Dynamics 365 interactive charts and dashboards Microsoft Flow episode and continued development Mashup potential of Power platform components Listener feedback - don't sell OOB auditing short! What's on your mind? Have a question you'd like answered on a future podcast? Submit one by visiting implementthis.org

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 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? Have a question you'd like answered on a future podcast? Submit one by visiting implementthis.org

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 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 What's on your mind? Have a question you'd like answered on a future podcast? Submit one by visiting implementthis.org

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 CRMUG/D365UG), hosts Britta Rekstad and Matthew C. Anderson talk about XrmToolBox Tools. Discussed on the show Revisit "What is XrmToolBox" 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: Excel export supports 100,000 records in an export   Call to action! We're going to do an upcoming episode about the Unified Interface for Dynamics 365/Model-Driven PowerApps. Send us your questions through the contact form on our website or through Twitter @mcanderson or @macgyvercrm What's on your mind? Have a question you'd like answered on a future podcast? Submit one by visiting implementthis.org

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 a question you'd like answered on a future podcast? Submit one by visiting implementthis.org

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 Editor Power BI and More Podcast (CRM Audio) What's on your mind? Have a question you'd like answered on a future podcast? Submit one by visiting implementthis.org

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 (preview feature) What's on your mind? Have a question you'd like answered on a future podcast? Submit one by visiting implementthis.org.

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 (brought to you 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 answered on a future podcast? Submit one by visiting implementthis.org

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 Scrum Dynamics Camtasia and Snagit by TechSmith SnapShot documentation tool Test and feedback tool for bug tracking What's on your mind? Have a question you'd like answered on a future podcast? Submit one by visiting implementthis.org

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 Scheduling Engine Unified Service Desk Apps in Dynamics 365 / Model-driven PowerApps Solution awareness of Apps in Dynamics Editing the sitemap with the (mentioned reference to edit default sitemap with sitemap designer, info @2min mark in video) What's on your mind? Have a question you'd like answered on a future podcast? Submit one by visiting implementthis.org

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 formats and PDF generation Driving user adoption Security & GDPR considerations Leveraging PowerApps What's on your mind? Have a question you'd like answered on a future podcast? Submit one by visiting implementthis.org  

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.

The Dynamics Skill Gap & How to Solve it Full Show Notes: https://www.nz365guy.com/23

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.

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 Using queues with different entities Routing Rules and Workflow Solution awareness for queue entities What's on your mind? Have a question you'd like answered on a future podcast? Submit one by visiting implementthis.org

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 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 tools (Dynamics 365 Workflow Tools on GitHub / Workflow Elements on Appsource) We also mentioned a few topics that we went into greater detail in episode 17 What's on your mind? Have a question you'd like answered on a future podcast? Submit one by visiting implementthis.org

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 performance, best practices, and idiosyncracies Power struggles for data formatting Using shared personal views with user teams Persnickety Affinity for Goals (as discussed in Episode 17) Dynamics 365 Gamification (on AppSource) What's on your mind? Have a question you'd like answered on a future podcast? Submit one by visiting implementthis.org

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 at the end of the schema name of lookup and option set fields Impact of controlling the field name and the relationship name Related habits and best practices We also make references to topics from other episodes: field mapping in relationships (episode 14) and documenting dynamics (episode 12) What's on your mind? Have a question you'd like answered on a future podcast? Submit one by visiting implementthis.org

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.

Over the last couple of months I had the opportunity to speak at two universities here in the United States. I delivered a presentation to students graduating soon and looking to start a career. There are two things I noticed during my research for these presentations and while delivering the sessions: There is a huge need for talent in the Microsoft Business Application industry All these students graduating today are young millenials So I invited CRM MVP Daryl LaBar, CRM MVP Britta Rekstad, and Microsoft Program Manager Patrick Dykema to discuss millenials, talent, and career opportunities within the Microsoft Business Applications industry. Links: Daryl LaBar: https://www.linkedin.com/in/daryllabar/ Britta Rekstad: https://www.linkedin.com/in/brekstad/ Patrick Dykema: https://www.linkedin.com/in/patrickdykema/ Follow us: https://twitter.com/CRMMVPPodcast Subscribe to our YouTube channel: https://www.youtube.com/channel/UCAhjoi4W_K7sLNpXr9Kqz8w

In today's episode (sponsored by Maplytics 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

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 CRM 2011 Session 2: Goal Metrics and Goals To infinity...and beyond!! What's on your mind? Have a question you'd like answered on a future podcast? Submit one by visiting implementthis.org

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.

Many Dynamics 365 Consultants and experts today have thoughts about becoming an Independent Consultant. Typically these thoughts boil down to simple math, the thoughts go something like this: "If my company gets X amount of dollars per hour for my work, I could make that X amount times 40 per week and keep all of it if I was Independent!". But is it really that easy? Listen to 5 CRM MVPs at different stages of their "Independent" careers to get some clarity regarding subjects such as the mindset needed to go Independent, timing, sub-contracting for another partner vs. getting your own customers and work directly for them, charging less to "get your foot on the door", starting with a partner or going 100% solo, being prepared to fail, and having the will to win: Steve Mordue: has been working independent for decades. Never worked for anybody. Gus Gonzalez: went independent in 2014, now leads a CRM Practice with 8 full time employees. Sheila Shapari: went independent a year ago, and she's at a point where she could start a practice to meet demand, or stay independent for now. Britta Rekstad: went independent a few months ago and provides amazing insights of what work and life has been like since then. Daryl LaBar: who months ago was facing two options, join a large CRM partner organization or go independent. He chose against going Independent and explains why. Links: Steve Mordue (www.stevemordue.com) Daryl LaBar (https://www.youtube.com/channel/UCR7naI_fY4LbY-TO_nLMTYA) Britta Rekstad (http://www.macgyvercrm.com/) Sheila Shapari (sheila@empowr.net) Follow us/Subscribe:  Twitter: https://twitter.com/CRMMVPPodcast YouTube: https://www.youtube.com/channel/UCAhjoi4W_K7sLNpXr9Kqz8w

Episode 62: Markus Erlandsson talks to Britta Rekstad from MacGyverCRM. Britta explains the pros and cons with both Flow and Workflow, where each can fit and where you might not use them and in the end, it might not be a “vs” after all.   Bio: Britta is a 3 time Microsoft MVP as well … Continue reading Flow vs Workflow with Britta Rekstad

There is one week every year where the largest concentration of CRM MVPs is recorded, and that is the Microsoft MVP Summit. During the MVP Summit 2018, I asked 10 CRM MVPs to answer the 22 tough questions you see below and I recorded their answers for all to enjoy, discuss, and learn from. Questions: Should Microsoft get rid off Dynamics 365 On-Premise? Why or Why not? How do you think the new Dynamics 365 for Marketing App affects stablished Marketing Automation Solutions such as ClickDimensions, Salesfusion, Act-On, and others? Salesforce and Google continue to collaborate and recently announced tighter integrations between the solutions offered by both organizations, how would a Salesforce acquisition by Google disrupt Dynamics 365’s momentum? One of the things Marc Benioff - the CEO of Salesforce – mentioned on their last big conference was that “Microsoft can’t seem to keep their Dynamics 365 leadership in place”, are those comments accurate? And if so, why do you think that’s happening? Salesforce continues to be a leader in the CRM space with around 25% of the market share globally while Microsoft holds a smaller share, what can Microsoft do to catch up to Salesforce? How important is to master tools such as Microsoft Flow and Power Apps for a Dynamics 365 Solution Architect today? Speaking from the point of view of thousands of partners who are based in the US, why should I care about the General Data Protection Regulation (GDPR) approved by the European Union Parliament on April of 2016? As the Dynamics 365 world grows, many developers from other products or platforms are making a jump into Dynamics 365 and other related technologies, what would you recommend to these developers to focus on learning so they can make a big impact in the near future? AppSource continues to grow and new items are added often, how do you keep up with what is being released and do you have any go-to apps? If you were the Dynamics 365 Product Owner for a day, what are some of the changes or improvements you would like to see added to Dynamics 365? If you could go back and re-do something inside Dynamics 365, what would it be and why? What kind of solution or company would you like to see Microsoft acquire and incorporate into their Dynamics 365 roster next? In your opinion, what is the most underrated feature of Dynamics 365? Now that Microsoft eliminated the branding of XRM, how has this impacted your approach to implementations and conversations with the community? There are hundreds of suggestions on the Microsoft Connect or Idea portal for Dynamics 365 enhancements, some of the suggestions date back a few years, if you had to pick one of those ideas to be incorporated into the next version of Dynamics 365, which one would it be? What is your favorite thing about working with Dynamics 365? What is your favorite part of the MVP Summit and why? What is your favorite thing about being a Microsoft MVP? If you could give one advice to aspiring CRM MVPs, what would it be? We are very fortunate to live in the US and have the ability to travel to and speak at conferences and other events, but what would you say to someone who might not be able to do what we do and who’s wondering if they can add value to the Dynamics 365 community? Which non-MVP community leader do you want to see here at the Microsoft MVP Summit next year and why? Lastly and just for fun, if there was a “CRM MVP for Life Award” and only one CRM MVP could be selected, who should the award go to and why? I would like to thank Ulrik Carlsson and Seth Bacon for contributing questions to this list. And of course, here are the CRM MVPs who stood outside a building for an hour in freezing weather to answer these questions: Colin Vermander (https://twitter.com/koolin_) Sheila Shapari (https://twitter.com/SheilaShahpari) Daryl LaBar (https://twitter.com/ddlabar) Neil Benson (https://twitter.com/customery) Gustaf Westerlund (https://twitter.com/crmgustaf) Britta Rekstad (https://twitter.com/MacgyverCRM) Leon Tribe (https://twitter.com/leontribe) Rick McCutcheon (https://twitter.com/rick_mccutcheon) Shawn Tabor (https://twitter.com/CRMhobbit) Joel Lindstrom (https://twitter.com/JoelLindstrom) Follow us/Subscribe:  Twitter: https://twitter.com/CRMMVPPodcast YouTube: https://www.youtube.com/channel/UCAhjoi4W_K7sLNpXr9Kqz8w

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.

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.

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.

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.