Podcasts about crm audio

Details In this CRM Audio podcast episode Elaiza Benitez talks to Luke Hopton based in Jersey, United Kingdom, and Matt Ngan based in Toronto, Canada. Elaiza, Luke and Matt previously worked for the same Microsoft Partner in New Zealand where Luke and Matt were CRM Developers. Since then, both of them have moved away from being Dynamics CRM developers and Elaiza talks to them about their decision and what they're doing now in their current roles. Elaiza also quizzes them to see how much they remember about Microsoft Dynamics CRM 4 as a developer. Note: Elaiza refers to Dynamics 365 as Dynamics CRM in this podcast episode to avoid confusing Luke and Matt. When Luke and Matt were developers, it was called Dynamics CRM at the time. What we talked about Background to how Luke, Matt and I know each other.   Matt and Luke introduce themselves.   Matt worked for a product company in London that specialized in Wealth Management where Dynamics CRM was the platform and he now lives and works in Toronto for an HR software company that has nothing to do with Dynamics CRM.   Luke moved to a Senior .NET developer role before leaving New Zealand and then moved to London in 2015 where he joined two other product companies. Eventually he moved home to Jersey and is now a Solution Architect where he works with RegTech (Regulatory Technology) solutions – due diligence and KYC (Know your Customer) for Wealth Management companies.   The decisions Luke and Matt made to move away from being a Dynamics CRM Developer.   That last Dynamics CRM version Luke and Matt worked with was Dynamics CRM 2013, possibly Dynamics CRM 2015 for Matt.   Matt talks about the frameworks and tech he is using now.   Both Luke and Matt talk about applying what they've learnt in their time as Dynamics CRM Developers in their roles now.   What they use for source control now.   Matt talks about the differences in Application Lifecycle Management for product development compared to consultancy projects. What Luke and Matt use for source control these days.   Who would be in their search results when Googling for issues experienced in Dynamics CRM and tools used.     Who showed Matt the ropes in being a Dynamics CRM developer - Rex Wessels, Sophie Khun-Hammond, Maryse Botros, David Brown mentioned.   Elaiza quizzes Luke and Matt on their knowledge of being a Dynamics CRM Developer Question 1 – Matt Question 2 – Luke Question 3 – Matt Question 4 – Luke Question 5 – Luke Question 6 – Luke Question 7 – No one Question 8 – Matt What Luke and Matt miss about New Zealand.

On this episode, Elaiza Benitez takes over the CRM Audio podcast and brought Amey Holden and Matt Wittemann with her. Elaiza, Amey, and Matt worked for Microsoft partners and have since made changes in their career. Elaiza and Amey went independent and Matt went to work for Microsoft. We discuss the various career paths available with Microsoft Business Applications. Working for a Microsoft Partner Going independent Working for Microsoft

In this episode of CRM Audio, George Doubinski and Joel Lindstrom discuss the business case for Dataverse for Teams. Who is it for and what does it mean for people who already have Dataverse and Dynamics 365? 

It's autumn in the the US, the leaves are falling, and we are back with another episode of CRM Audio. In today's episode, Joel Lindstrom, George Doubinski, and Shawn Tabor talk about George's new in-line code editor function for Power Automate--how does it work, why would you want to use it over plain expressions, and is it secure? We also get into Oakdale, the new light version of Common Data Service included in Microsoft Teams. After using it for several weeks, how does it compare with full CDS? Are there any performance differences? And what about storage capacity?

Show notes, transcription, etc. This week, DC and Mohsin breakdown the various ways we can stay up to date with all of the various ways that D365 and Power Platform are rapidly evolving. Join us, won't you? And don't forget to subscribe, rate us on the various podcasting platforms and send along any additions to this list!   Podcasts:   CRM Audio   CRM MVP Podcast   Up   XRM Toolcast   Blogs: https://powerplatformpod.com/ - :) https://mohsinkhalid.com/ - :) Usually follow the blogs from the video content we find   MVPs (LinkedIn): Shawn Tabor Scott Durow Donna Edwards Matt Anderson Gus Gonzalez Amey Holden Lisa Crosby Megan Walker Neil Benson Jonas Rapp   UGs:   There are many, many UGs to choose from! Try searching for interesting topics, places, people, etc you'd want to network with and we almost guarantee you'll find something! And, if you can't find one that fits your needs, you can start your own and tailor it to your audience!   YouTube Channels:   Scott Durow: Again, he's just wonderful. Follow Scott.

This week Jon Stypula from Dynamic Consulting joins CRM Audio to talk about the DynamicsCon virtual conference coming up on September 9-10. Watch this episode on YouTube at https://youtu.be/lyL9dSO3wfc. Find out how DynamicsCon is different than other Power Platform virtual events. Who is paying for it, and how the money will be spent. You can register for DynamicsCon at https://dynamicscon.com/ Connect with Jon Stypula on LinkedIn: https://www.linkedin.com/in/jonstypula/ 

RPA is getting a lot of buzz these days, but what does it really mean? Today Cody Erickson from Microsoft (and formerly Softmotive) joins CRM Audio, along with Joe (Flow Joe) Unwin, to discuss RPA: Why did Microsoft acquire Softmotive when they already had RPA? How can Power Automate customers use Softmotive RPA today? When should you use RPA (and when should you not use RPA? Setting proper expectations for RPA deployments Using RPA to empower users -Common RPA mistakes Links: Cody Erickson on LinkedIn: https://www.linkedin.com/in/cody-erickson-b0663a74/ Joe Unwin on Linkedin: https://www.linkedin.com/in/joeunwin CRM Audio Podcast: https://crm.audio 

In this Service based episode of CRM Audio, Shawn & Sarah talk about how notifications within Dynamics 365 aren't just emails anymore!  They talk about how notifications can be more actionable and meaningful for Dynamics 365 users!  Also, Shawn talks about the upcoming Field Service Bootcamp coming to 365 Saturday on August 12-15!   365 Saturday - Field Service Bootcamp (August 12-15) https://events.powercommunity.com/field-service-bootcamp-2020/#   Sarah Jelinek on Twitter: https://twitter.com/SarahJ_ND   Sarah's blog: https://sarahjelinek.com   Shawn Tabor on Twitter: https://twitter.com/crmhobbit   Shawn's blog: https://crmhobbit.com

Julie Yack joins CRM Audio today to talk about brain dumps, and why you should avoid them when studying for Microsoft certification exams.  Brain dumps are unauthorized copies of certification test questions and answers. If you use brain dumps you are violating the terms of your certification, and you are selling yourself short. Julie talks about how Microsoft's certification and training options have improved over the years and how to prepare for certification the right way. LInks: Microsoft Learn: https://learn.microsoft.com https://365.training

At Build 2020, Microsoft highlighted Microsoft Teams as a platform, and announced lots of new enhancements to the integration between Power Platform and teams, including making it easier to build Power Automate flows for Teams and integrate model-driven apps with Teams, and more easily publish Power Virtual Agents with Teams. https://www.forbes.com/sites/moorinsights/2020/05/27/spotlight-on-teams-as-a-platform-at-virtual-microsoft-build-2020/#12ce03631f14 On today's episode of CRM Audio, Shawn Tabor and Joel Lindstrom talk about why Teams+Power Platform matters, and how embedding apps within Teams can remove friction from user adoption of Power Apps. We also revel in our recent victory in the Power Platform Virtual Pub Quiz.

This is a special episode of CRM Audio with MVP's Gus Gonzalez, Neil Benson, and Joel Lindstrom. In this episode we dig into what the role of solution architect means and how it has changed in Power Platform projects with the shift to agile deployment methodologies. This episode is being simultaneously released on their podcasts, the CRM MVP Podcast and Scrum Dynamics, and I encourage you to subscribe to both. See full show notes at https://customery.com/50.

Episode 89 of the #MVPbuzzChat series. Conversation between Microsoft Regional Director and MVP Christian Buckley (@buckleyplanet), Founder & CEO of CollabTalk LLC, and 12-time Business Applications MVP Joel Lindstrom (@JoelLindstrom), a Principal Architect for Power Platform at Hitachi Solutions, Microsoft Certified Trainer, and podcaster based in Greer, South Carolina. Joel is the creator and editor of CRM Audio, the leading Dynamics CRM podcast (crm.audio), is an editor and frequent contributor to the Hitachi Solutions blog at http://us.hitachi-solutions.com/blog/ and is the co-creator of the CRM Tip of the Day blog which you can find at www.crmtipoftheday.com. Recorded in April 2020. In this episode, Joel and I talk about the beginnings of the Dynamics CRM platform, and its role in the Business Applications and Power Platform ecosystem. As a 12-time MVP, Joel has been there from the beginning, and is one of the leading community voices on CRM as well as the Common Data Service, which is Microsoft's premier data repository for the Power Platform. We talk about the evolution of the Dynamics space, growth of the Business Applications category, and some of our observations from the MVP community. You can watch this entire episode on the CollabTalk YouTube page at https://youtu.be/ynwsyJ_S1qE

Time for another personal productivity and effectiveness podcast  (brought to you by Maplytics by Inogic), and the goal of this episode is “limit your WIP (work in progress). With due credit to Personal Kanban, WIP is a concept from Kanban that refers to the number of things that you are working on at any one time. In your personal life, it can be easy to say yes to too many things and overestimate your capacity. This can increase your stress level and make you ineffective, and result in poor quality output. This ties into re-evaluating what you are currently doing, as your priorities may change over time. Something that is low value now might be higher value tomorrow. This is one of the reasons we have changed our focus and release cadence at CRM Audio—by reducing the number of series and episodes we are producing, we can hopefully increase quality and value of the output. We also discuss some of the latest updates to some of our favorite productivity tools. OneNote desktop is back from the dead, and Matthew is excited about the Microsoft Fluid Framework and its promise of making office documents and applications work better together. We have discussed Microsoft MyAnalytics and how it can help you quantify how you are spending your work time by analyzing the digital dust of your meetings, emails, and conversations. But if you haven’t checked it out for a while, it has become significantly more useful—it will now proactively discuss focus time and block it off on your calendar, help you plan for upcoming meetings and see how what percentage of attendees have accepted and if you forgot to insert a web meeting link, and will block off time on your calendar to prepare for meetings or review documents that have been sent to you. We end with a review of one of our most frequently used tools, Snagit from TechSmith. You know how great it is for making screenshots, but did you know that you can also use it to record video screencasts? And that it is easy to take high quality screenshots from your video?

In this episode, I announce some changes going on at CRM Audio and share my thoughts on self-service license purchase options for the Power Platform. This episode is brought to you by Maplytics by Inogic. Microsoft recently posted a notification in the Microsoft 365 Message Center this week notifying customers that starting in mid-November, end users would be able to start purchasing licenses directly without Administrator approval. This has resulted in the typical doomsday reaction by some people in the community. It seems like whenever Microsoft announces some change to the way that software is sold or licensed, somebody will be outraged. This speaks to the breath of Microsoft’s customer bases, and you can’t always make everybody happy. Predictions are made that CIO’s won’t trust the platform and won’t use it. Yet, based on Microsoft’s latest financial numbers, they are doing something right and the sky is not falling. I think that, like usual, this outrage is overblown, some arising from misunderstanding what is happening, and some from people who work for very large enterprises not recognizing that the majority of companies' environments are not like theirs. The Power Platform is just that—a platform. Saying that end users can buy their own licenses does not mean that they can buy access to data—it means that they can buy licenses—using their own money—to build their own apps, flows, and reports. It doesn’t give them the ability to bypass any corporate data governance. So here is why I think that self-service license options are nothing to fear: Users can do it anyway. Even before the self-service option is introduced, if an employee or department wants to build PowerApps or use Power BI, they can buy their own licenses outside of your tenant. With the self-service option, at least you get visibility for who is using Power Platform and your data and access policies still apply. Also, many Office 365 services and add-ons can be purchased and used without admin approval today, so what is the difference? Users can do it with most competing systems. Slack, Salesforce, and Lucidchart grew to what they are today by selling their services directly to individuals and departments without corporate approval. In many companies, these grew to be corporate standards based on the number of people in the organization that were using them. Saying that CIO’s will not use Power Platform because they offer self-service license purchases is a fallacy because what alternative are they going to use that doesn’t also allow self-service license purchases without administrator approval? Why should Microsoft be held to a different standard than equivalent services? You still maintain control—DLP rules determine what connectors can be used in end-users’ apps and flows, security roles in SharePoint and CDS grant or block what records they can access and actions they can perform in corporate systems, and Active Directory SSO limits where users can log in to Power Platform apps and services. Plus you have full visibility for who have purchased licenses and what they are doing with them. And most importantly, just because an end-user buys a license, that doesn’t give them access to your precious corporate data. How is someone buying a license and building an app with their own data any different than someone doing the same thing with an Excel spreadsheet? If your organization has a policy against people buying their own licenses to build apps, you can see who is doing this and go knock them in the head or cut off their access to the other services. Based on these reasons, I feel this is nothing to worry about. Would it have been better to give the option to disable self-service license purchases? Maybe. Will some admin somewhere not know about this and have users build ninja IT? Likely. Is it reasonable to say Microsoft shouldn’t do this when it would put them at a competitive disadvantage in many situations? Absolutely not.

Time for a CRM Audio episode with George Doubinski, Shawn Tabor, and Joel Lindstrom (brought to you by ClickLearn). In this week's episode we talk about the following topics: George's new Tesla Death of classic UI Wave 2 release schedule Getting ready for Power Platform 24 Dealing with information overload Upcoming conferences Differences between CDS connector and Current Environment connector  

This episode of CRM Audio is brought to you by Clicklearn. Today is classic CRM Audio, with George Doubinski, Shawn Tabor, and Joel Lindstrom Topics in today's episode: License driven development: https://brianilland.me/2019/06/23/licence-driven-development/ Power Platform 24 The value of CDS Considering user experience with PowerApps Resource scheduling Calendar control #askjoel CCPA DES Experience The weekly dispatch Have any topic suggestions? Send them to voice@crm.audio.

This is the Power Platform Daily Brief form CRM Audio for Thursday, July 4, brought to you by Maplytics by Inogic.   We have a chat about the community in general and the new MVP’s as well as a goodbye to the ones who have moved into the Reconnect program.   There is chat of our Community Blog moving to a new host with new horizons for the whole platform and the Community Connect Site for speakers / event organisers.   Links https://365Community.Online https://CommunityConnect.Site

In this episode (brought to you by Kingswaysoft) we are joined with a large group of Business Applications MVP's (and one Microsoftie): George Doubinski Joel Lindstrom Steve Mordue Daryl LaBar Scott Sewell Stephan Smith Ulrik Carlsson We welcome Stephan to the MVP family as one of May's newly awarded MVP's. Topics discussed in this episode: PowerApps Components: https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/create-component PowerApps Control Framework BAD Masterclass: https://crmtipoftheday.com/masterclass/ PowerControls vs web resources Changes to AppSource and revenue sharing for ISV's https://stevemordue.com/microsoft-steps-up-to-salesforces-appexchange/ What does it mean that Power Platform connectors are going open source? Flow is the gateway drug to the Power Platform Moving Flows and Canvas Apps Data Flows in Power BI

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.

This is the CRM Audio Power Platform Daily Brief, What you need to know about the Power Platform today in 10 minutes or less. This episode is brought to you by Mapltyics by Inogic. Stories in today's daily brief: On April 1, CRM Audio is introducing separate series feeds for individual series, as well as a new whole network feed. Updates to campaign management and quick campaigns https://blogs.msdn.microsoft.com/crm/2019/03/22/updates-basic-list-campaign-management-capabilities-dynamics-365-applications-march-may-2019/ PowerApps is now available in government cloud https://powerapps.microsoft.com/en-us/blog/powerapps-for-us-government-is-generally-available/ Display names and GUIDS for canvas apps graduate https://powerapps.microsoft.com/en-us/blog/display-names-and-guids-for-canvas-apps-graduate/ What is included in service update 38 https://support.microsoft.com/en-us/help/4494438/service-update-38-for-microsoft-dynamics-365-9-1 Minor updates to trial environments are now scheduled during the weekend https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/policies-communications#maintenance-timeline Got any feedback or suggestions for future episodes? Send it to voice@crm.audio. Music: https://www.purple-planet.com  

Today on CRM Audio brought to you by mscrm-Addons.com, Joel Lindstrom installs the April '19 preview for Dynamics 365 while he and Shawn Tabor discuss the following topics: Shawn Tabor prepares for Dynamics 365 F&O certification F&O inventory vs CE product catalog Power Platform in the real world How to embed a canvas app in Dynamics 365 CE The three categories of Power Platform projects Permissions required to be an approver in Flow Advanced condition builder in Flow Save Data and Load Data with PowerApps Different types of features and connectors in Power Platform Knowledge management Links: Power Platform Admin Center: https://admin.powerplatform.microsft.com Advanced condition builder https://flow.microsoft.com/en-us/blog/build-more-powerful-conditions-in-flows-and-more/ Embedding canvas apps in Dynamics 365 https://powerapps.microsoft.com/en-us/blog/enrich-your-model-driven-forms-with-embedded-canvas-apps-public-preview/

It's part 2 of our review of the release notes for Microsoft Business Applications April '19 release. In this episode we dig into what's new for Power Apps, Flow, CDS, and Power BI. This episode is brought to you by Maplytics by Inogic. Show notes: AI for sales enhancements Phone call analysis Relationship assistant in teams Use Ai for Customer Service with ServiceNow, ZenDesk, or SalesForce Mixed reality PowerApps enhancements Responsive layout App license requirements presented to makers App usage reporting Server-side synchronization for CDS Power Apps Control Framework Reusable canvas apps components Views in canvas apps Easier login for D365 mobile app Unified interface for everybody The return of offline Model-driven apps in teams Flow enhancements Extracting from HTML and PDF Integration with Microsoft learn Calling actions with flow Batch processes Change sets PowerBI support for LinkedIn Sales Navigator CDM/CDS enhancements   Tool recommendation: typora.io  

The release notes for April '19 of Microsoft Business Applications is now available for download. In this episode of CRM Audio (brought to you by D365UG), we review the April '19 release notes. Topics discussed in this episode: General reaction to the release notes D365 for Marketing D365 for Sales Seamless CPQ integration Sales forecasting D365 for Customer Service Case resolution extensibility Flow based SLA's USD support for Chrome Omni-channel Engagement Hub Field Service Embedded iot visualizations Device provisioning Self service scheduling via portal Variable resource locations Multiple resource work orders Mixed reality enhancements Portal enhancements CDS Portals Power BI embedded in portals External data in portals Portal maintenance messaging Bi-directional data synchronization between CDS and F&O George's favorite F&O feature

Next week on CRM Audio: Daryl LaBar and Jonas Rapp tell you how to get started developing for the XrmToolBox Stephan Smith talks about the instant developer fallacy Neil Benson interviews Mark Christie on Scrum Dynamics (what's haggis?) CRM Audio episode 105 Thanks for listening!

Happy New Year! This episode is brought to you by Maplytics by Inogic. This is our final "best of 2018" episode, and today we present our top episode of 2018. In CRM Audio 78, Charles Lamanna, General Manager for the Microsoft Business Applications Platform, answered our questions about what D365 and PowerApps coming together with the Common Data Service really means. Topics discussed in this episode: What does the new release of CDS mean for Dynamics 365 customers? What does the new release of CDS mean for PowerApps users? How does the new release simplify integration with Finance and Operations? Will ISV’s be able to extend the integration templates? How does PowerQuery fit in? Does CDS fulfill the vision of “naked XRM?” How does the CDS/Power Apps/Dynamics convergence account for security? How should customers decide if an app scenario is model-driven or canvas? Get in touch with Charles Email: chlama@microsoft.com Twitter: @clamanna This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts, Spotify, Player.FM, Google Podcasts, TuneIn, Stitcher, or YouTube. You can also listen via our app on iOSor Android.

This episode is brought to you by DocumentsCorePack from mscrm-addons.com. It's the holidays, and at CRM Audio we are taking some time off, but while we are gone we wanted to revisit some of our best episodes from 2018. In this episode, we were joined by Shilpa Sinha, Microsoft Principal Program Manager for Microsoft Business Applications and Srihari Srinivasa, Microsoft Product Manager for Outlook integration. From Business Apps Summit: Why you should move to Unified Interface and how to do it by Shilpa Sinha Topics discussed with Shilpa: Hybrid experience for Unified Interface power users Advanced find Merge Bulk edit Sharing Hybrid and side-by-side experience Opting out of hybrid experience Should new deployments roll out Classic UI or Unified Interface Is Classic UI being deprecated? Topics discussed with Srihari: App for Outlook roadmap Configuring the Outlook app on version 9 Delegate tracking on version 9 Changing the category name and color for the category based tracking This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts, Spotify, Player.FM, Google Podcasts, TuneIn, Stitcher, or YouTube. You can also listen via our app on iOSor Android.

This is our last new episode of 2018 (brought to you by Maplytics by Inogic). This week we will be republishing our top episodes from 2018 while we are off for the holidays. We will be back in January with new episodes. Did somebody say Ben Vollmer? Topics discussed in this episode: CRM Audio news New form experience Solution checker New view experience Event management portals Revisiting our Flow comments in episode 26 Ben Vollmer song Holiday wish list This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts, Spotify, Player.FM, Google Podcasts, TuneIn, Stitcher, or YouTube. You can also listen via our app on iOSor Android.

This episode is brought to you by MSCRM-Addons.com. Sometimes design patterns can impact performance and usability in your Dynamics 365 solutions. Microsoft has recently released a solution checker to help identify patterns in your common data service solutions that negatively impact performance reliability. Today Aengus Heaney, Senior Microsoft Program Manager joins us to talk about the solution checker. What is solution checker What kind of patterns does it identify Identifying false positives What kind of solutions does solution checker support? What regions can use solution checker? When should you run the solution checker? Scheduling and automating the solution checker Links:  Make Higher Quality Apps with Solution Checker: https://powerapps.microsoft.com/en-us/blog/make-higher-quality-apps-with-solution-checker/   Got feedback or suggestions for a future episode? Email voice@crm.audio. This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts, Spotify, Player.FM, Google Podcasts, TuneIn, Stitcher, or YouTube. You can also listen via our app on iOSor Android.

In today's episode of the portals podcast (brought to you by Maplytics by Inogic), Colin Vermander and Nick Doelman talk about how to learn Dynamics 365 Portals In this episode: Updates from recent D365 Saturday events Upcoming events Training resources for portals Links: Microsoft Docs portal documentation: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/administer-manage-portal-dynamics-365 Dynamics Community: https://community.dynamics.com/search#q=portal&sort=&defaultAskForumId=0&pi56441=1&group=57&groupVisible=3 Create a trial: https://trials.dynamics.com Elaiza Benitez portal tutorials on Youtube: https://www.youtube.com/results?search_query=benitezhere+portals Nick Hayduk's Engineered Code Blog: https://www.engineeredcode.com/blog/category/crm-portals Got questions about portals for Nick and Colin? Email voice@crm.audio. This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.

In today's episode (brought to you by KingswaySoft), Brian Galicia from Microsoft joins Joel Lindstrom and Steve Mordue to talk about LinkedIn Sales Navigator. Discussed in this episode: The value of LInkedIn Sales Navigator Sales Navigator and Sales AI Who Knows Whom Individual vs team subscriptions for Sales Navigator Experience when sales reps leave your company Experience in Online vs On-Premise Experience in Dynamics vs competing CRM systems Leveraging Sales Navigator controls outside of the widget InMail and spam LinkedIn best practices This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.

In this episode (brought to you D365UG) George Doubinski and Joel Lindstrom review Dynamics 365 v9 On Premise. Why does On Premise still matter? What are the functionality differences bertween V9 Online and On Premise? Is Unified Interface available? Are virtual entities available? Using V9 On Premise in your cloud migration strategy Difference between the Online and On Premise maker experiences Why D365 Online is more intelligent Links: Download Dynamics 365 v9 https://www.microsoft.com/en-us/download/details.aspx?id=57478 System requirements https://go.microsoft.com/fwlink/?linkid=2016445 Installation instructions https://go.microsoft.com/fwlink/?linkid=2016540  New features in D365 v9 On Premise https://docs.microsoft.com/en-us/dynamics365/get-started/whats-new/customer-engagement/dynamics365-on-premises-features  This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.  

It's our 100th episode of CRM Audio (brought to you by  Maplytics by Inogic). In this episode, we look back at some CRM Audio trivia In this episode: The Enabler Business Applications Platform October update Using PowerApps and Flow to manage PowerApps and Flow Catch the release train The new PowerApps solution manager How to include PowerApps and Flows in solutions Updates to Dynamics 365 for Marketing Usage patterns of small companies vs large companies This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.

This episode is brought to you by Maplytics by Inogic. We are back with another episode about Dynamics 365 portals. This week Sheila Shahpari and Nicholas Hayduk join Nick and Shawn from D365 UG Summit in Phoenix. Topics discussed in this episode: Portals news Best practices for portals implementations Document management and Power BI in portals Portals vs CMS New user editing experience Editing HTML content snippets Are Canadians too nice? This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.  

In today's episode (brought to you by Kingswaysoft), Shawn Tabor, George Doubinski, and Scott LeFante are at D365UG Summit in Phoenix. They discuss what we learned at D365 UG Summit. Topics discussed: Dynamics 365 AI What's new with Relationship Insights Extending Dynamics 365 AI What does democratization of AI mean? Hobbit's review of D365 mixed reality apps Azure Logic Apps are now part of Microsoft Business Applications Dynamics 365 system stability Update on BAD Masterclass This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.

In this episode (brought to you by Maplytics by Inogic), Joel Lindstrom and Shawn Tabor recap what we learned at Ignite 2018. Dynamics 365 for AI Mixed Reality Layout and Remote Assist Dynamics 365 for Customer Service Power Platform news Unified Interface by default Microsoft Learn AI for Good Open Data Initiative How you can experience Ignite if you weren't there Links AI for Good Microsoft Learn MyIgnite--watch videos from Ignite sessions Recommended Videos: Vision Keynote Portals roadmap Customer Service roadmap Automate creation of Teams and Channels in Microsoft Teams Field Services Best Practices Intro to Microsoft Remote Assist Dynamics 365 Update Cadence Moving to Unified Interface Apps Introducing the October 2018 Release This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.

This episode is brought to you by D365UG. The D365UG/CRMUG summit is underway, look up your favorite CRM Audio hosts in the app and stop by and say hello at our sessions. Topics discussed in this episode of ProdCast: Evernote Digital Wellness controls in IOS and Android Update on goals Deep Work 4DX Reading challenging books Links discussed in this episode: Learning How to Learn course on Coursera Well Educated Mind by Susan Wise Bauer This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.

Refresh the Cache (brought to you by D365UG) was recorded live from the show floor at Microsoft Ignite!  Our guests are Dileep Singh, Sr. Program Manager – Microsoft Portals Team & Smith Codio, Program Manager – Microsoft ISV Success Team.  We cover many questions provided to us from listeners such as: How will portals align to the future of apps/CDS?  What is being done to continue to improve performance? Is there OData v4 compatibility for entity list OData feeds? …and more! Links  Dileep Singh – LinkedIn https://www.linkedin.com/in/dileep-singh-82b57317/ Smith Codio – LinkedIn https://www.linkedin.com/in/smithcodio/ This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.

It's time for another episode of CRM Audio (brought to you by Maplytics by Inogic). Topics discussed in this episode: Business Applications Developer (BAD) Masterclass North America--register here Outlook app is now configurable Dynamics 365 v9 Unified Interface navigation changes Dynamic help for solution import problems Dynamics 365 v9 On Premise George is getting out of the hosting business Find out where you can see us live at Microsoft Ignite Tool review: Github vs. Bitbucket Gitlab vs. Github GitKraken  

In this episode (brought to you by D365UG) we are joined by Mike Dickerson, CEO of ClickDimensions.  ClickDimensions is the leading third-party marketing automation platform for Dynamics 365. During our conversation, we discuss how ClickDimensions has grown in the 18 months, how ClickDimensions is adapting to recent changes in the Microsoft Business Applications Platform, and what is in the future roadmap. Topics discussed in this episode: ClickDimensions and Unified Interface Other components of the Microsoft Business Applications Platform Digital marketing trends Is email still king? B2B vs B2C marketing ISV's tension between Microsoft roadmap and ISV product roadmap Common marketing automation mistakes Common traits of successful marketing automation deployments Services required for marketing automation deployments Understanding your value proposition to your clients ClickDimensions expansion plans This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.

This episode is brought to you by Ingenius and D365UG. Our guests for this episode are Shilpa Sinha, Microsoft Product Manager for Unified Interface, and Srihari Srinivasa, Microsoft Product Manager for Outlook integration. Send feedback to Shilpa and Srihari about Unified Interface and App for Outlook by leaving feedback at experience.dynamics.com. You can also email feedback to unifiedfeedback@microsoft.com From Business Apps Summit: Why you should move to Unified Interface and how to do it by Shilpa Sinha  Topics discussed with Shilpa: Hybrid experience for Unified Interface power users Advanced find Merge Bulk edit Sharing Hybrid and side-by-side experience Opting out of hybrid experience Should new deployments roll out Classic UI or Unified Interface Is Classic UI being deprecated? Topics discussed with Srihari: App for Outlook roadmap Configuring the Outlook app on version 9 Delegate tracking on version 9 Changing the category name and color for the category based tracking This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.

In this episode (brought to you by Maplytics by Inogic), we are joined by Dan Gittler, Principal Program Manager for Universal Resource Scheduling with Microsoft. Dan came from Field One, and in this episode he talks about the history of URS and what is coming in the October 2018 release. History of Universal Resource Scheduling Common use cases for URS Uncommon use cases for URS URS and Unified Interface URS and Canvas PowerApps This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.

This episode is brought to you by KingswaySoft and D365UG. We are live at the Microsoft Business Applications Summit in Seattle, and the release notes for Oct '18 are out. In this episode we cover the highlights of the release notes and what we have learned from the summit: Field Service Project Service Customer Service Sales Marketing This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.

Microsoft recently announced a major shift in the way that updates to Dynamics 365 and new features are deployed to existing environments. In this episode (brought to you by Maplytics by Inogic), we discuss the ramifications of this change and what you need to know about it as you plan your updates. Topics in this episode: No more customer driven updates Who needs advanced find? Icons for app modules in sitemap Creating SVG the right way ISV competency for partners The mystery of the disappearing sitemap settings link Business Applications Platform summit update Update for Universal Resource Scheduling Links:   Modernizing the way we update Dynamics 365 https://cloudblogs.microsoft.com/dynamics365/2018/07/06/modernizing-the-way-we-update-dynamics-365/ Inkscape--scale/redraw your SVG https://inkscape.org/en/ ISV partner competency https://partner.microsoft.com/en-us/membership/isv-competency URS June update https://blogs.msdn.microsoft.com/crm/2018/06/27/whats-new-in-universal-resource-scheduling-for-dynamics-365-june-2018-update/ This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.

In this episode (sponsored by CRMUG) we catch up on the upcoming conferences and some PowerApps and Flow updates. Remember to republish your canvas apps Sharing PowerApps with other users Using the VSTS connector with Microsoft Flow Schedule for CRMUG Summit How to write a successful session proposal Schedule builder for Business Applications Summit Deploying PSA Durable Azure Functions Working with preview features in Dynamics 365 Update on the CRMUG Service Summer Camp This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.

This episode is brought to you by Ingenius. It's summer in North America, but things aren't slowing down. We talk about some of the recent news for the Business Application Platform: July updates to the unified interface, including Advanced Find Migrating personal views between D365 environments Do most users really use Advanced Find? Should new deployments use UCI or web UI? New admin and data read audit features in Dynamics 365 Using Microsoft Flow to notify you when your Dynamics 365 version changes Scheduling reports Updating data directly from Excel Links discussed in this episode Enable and use activity logging: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/enable-use-comprehensive-auditing Bob Guidinger's version checker for Dynamics 365: https://bguidinger.com/blog/version-checker-for-dynamics-365 Work with data in the Common Data Service using the Excel Add-in: https://powerapps.microsoft.com/en-us/blog/cds-for-apps-excel-importexport/ This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.

This episode is brought to you by Maplytics by Inogic. This week we welcome new Business Solutions MVP's Sarah Jelinek, Scott LeFante, and Ulrik Carlsson. What was their reaction when they received notification of the award? What are they most excited about? What is their biggest concern? What advice do they have for prospective MVP's? Social posting tips We also cover the latest Microsoft Business Applications news, and recap recent conferences. This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.

This episode is brought to you by Ingenius. Lucas Alexander is back this week. We talk about what's new with Business Applications, and Shawn calls for proposals for the Dynamics 365UG Summer Camp: George's developer challenges Flow in Excel with Dynamics 365 Excel disasters Unruly flows Converting D365 solutions to CDS solutions Delegate/category tracking D365UG summer camp Links: Tip 1117-Category/delegate tracking  Developer Masterclass  D365UG Virtual Summer Camp call for proposals This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.

It's our third anniversary of CRM Audio (sponsored by KingswaySoft), and Lucas Alexander stops by to help us celebrate. We revisit the topic of our very first episode, and also discuss: GDPR day PowerApp-in-a-day roadshow Creative uses of virtual entities Links PowerApp In a day roadshow schedule: https://powerapps.microsoft.com/en-us/blog/app-in-a-day-roadshow-spring-2018/ Virtual Entities for tracking recently used items: https://dreamingincrm.com/2018/05/19/virtual-entities-for-tracking-recently-used-items/ This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.

In this episode (brought to you by CRMUG), we are joined by Ken Lorenz from Riva. Microsoft Dynamics 365 includes robust integration with Microsoft Exchange and Outlook, including the ability to track and synchronize emails, appointments, tasks, and contacts. For many users, the standard Exchange integration is fantastic; however, some common scenarios call for integration methods that deviate from the standard Dynamics 365 activity tracking capabilities.  We discuss how Riva can extend the standard integration, how you can use both D365 server side synchronization and Riva to address various user scenarios, and the new delegate/category tracking features in Dynamics 365. Ken also talks about how Riva does more than Exchange synchronization and can deliver insights about relationships for people in Outlook. Links: Riva website: www.rivacrmintegration.com Ken's email: klorenz@rivacrmintegration.com    

This episode is sponsored by Ingenius. In this episode, George and Joel debate two recent tips from crmtipoftheday.com. Tip 1107: Do not extend system users. Joel teaches George how to update disabled users. Promote to admin: Is it possible to allow users to promote themselves to administrators? This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.

This episode is sponsored by Maplytics by Inogic. George Doubinski and David Yack are at Build 2018 in Seattle, Wa. On this episode they talk about what they have heard at Build: CDS and Microsoft Business Applications at Build Custom connectors Durable functions They also give an update on the BAD Developer Masterclass. Check out the updated agenda. This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.

This episode of CRM Audio is brought to you by Ingenius. On May 1, 2018, Microsoft announced the general availability of Model Driven Power Apps. As we covered earlier, the underlying "XRM" platform is now common data service, and application configuration that we think of as D365 Customer Engagement/CRM are now considered "Model Driven PowerApps." In the first half of this episode, Joel and Shawn discuss what Model Driven PowerApps are, how they are licensed, and what you need to know about them.  In the second half, George Doubinski and David Yack join the conversation and discuss what the move to MDPA really means, is this "the new Microsoft Access," and how CRM people can get ready for Model Driven PowerApps. Links discussed in this episode: Official announcement Scott Durow: Is CDS Really the New XRM? PowerApps Licensing Restricted entities requiring Dynamics 365 license This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.  

This episode is brought to you by KingswaySoft. We are live at the Hitachi Solutions Customer Conference 2018.  In the first half, Joel Lindstrom, Shawn Tabor, and Scott LeFante talk about "the power of the 3." Field Service, Project Service, and Customer Service are each great, but they get really powerful when you combine them together. In the second half, Leah Bowling joins us to talk about her adventures in D365 presales, and how she stays up to date in the rapidly changing world of Dynamics 365. This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.

This episode is sponsored by Maplytics by Inogic. In this week's episode, George is lost somewhere in Germany, but we caught up on the latest Dynamics 365 news. Discussed in this episode: Don't travel with George Status of 9.0.2 updates The new CDS experience Starting an environment from CDS instead of D365 Dynamics 365 for Marketing Offline mobile in Dynamics 365 v9 Links discussed in this episode: Microsoft Business Applications admin center

This episode is brought to you by CRMUG.com. Remember--one more week to submit your proposals for CRMUG Summit 2018. CRM Audio Quick Takes are a series of short episodes with tips and recommendations for Dynamics 365 success. Today we cover contact data quality--what are the common sources of bad contact data, and what can you do about them? Also, how can the Outlook App help you keep your data clean? This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.

http://skaue.com/Podcast/audio/EP20.M4A Watch this on Youtube: https://youtu.be/ylZbahNAuyw Joining us today is Business Solution MVP with 10 years experience within CRM Joel Lindstrom. He runs the CRM Audio network with the Dynamics 365 Podcast. Go subscribe! We talk about everything that is Dynamics 365 from the start to today and the future. ———————————————————- Hosts: Fredrik Sætre — … Continue reading "Dynamics Podcast // Episode 20 // Two worlds merging"

In this episode (sponsored by KingswaySoft), we talk about some new productivity tools. Moment for IOS Focus – Screen Free Driving Quality Time for Android Passion Planner That’s not productive: Multitasking This episode is a production of Dynamic Podcasts LLC. Subscribe to the CRM Audio network of podcasts on Apple Podcasts.

In this episode of ProdCast, Matthew C. Anderson gives OneNote tips about how to effectively use tagging and other methods to organize OneNote: When should you use tags? Tags vs. Tabs? One notebook or multiple notebooks He also mentions some really great third party tools, such as One Calendar from Onetastic that will make your life much easier. In the "that's not productive" segment we talk about shirt folding. Follow us on twitter @ mcanderson and joellindstrom and Matthew's blog Connecting The Data. This episode is a production of CRM Audio. Subscribe to the CRM Audio network of podcasts on Itunes

In this episode, we compare our favorite task app Wunderlist with it's new successor Microsoft To-Do. We look at what we like about the new app, and what is missing. A big reason I use Wunderlist is for light project management capabilities--how does To-Do stack up? We also discuss some third-party alternatives: Trello Asana And we ask the question "will using colors around your workspace increase your productivity?" Follow us on twitter @ mcanderson and joellindstrom and Matthew's blog Connecting The Data. This episode is a production of CRM Audio. Subscribe to the CRM Audio network of podcasts on Itunes

In this episode, we talk about Microsoft MyAnalytics, a service that uses Delve and the Office Graph to help identify ways to work better--stop multitasking, cut down on unnecessary meetings, and make more effective use of time. We talk about our MyAnalytics goals and some interesting things we have found about our work habits.  Follow us on twitter @ mcanderson and joellindstrom and Matthew's blog Connecting The Data. This episode is a production of CRM Audio. Subscribe to the CRM Audio network of podcasts on Itunes

In this episode, we talk about how you can live in the future through the magic of delayed send email. Give yourself some more breathing room and get a better response to your emails, even when writing and responding to emails at 2 AM. Joel reviews Boomerang for Outlook, a great app that will help you become a delayed send ninja. In the "That's not productive" segment, we debate the productivity merits of Siri/Cortana/Alexa. Follow us on twitter @ mcanderson and joellindstrom and Matthew's blog Connecting The Data. This episode is a production of CRM Audio. Subscribe to the CRM Audio network of podcasts on Itunes

It's the episode we've been putting off . . . This week we discuss procrastination. Why do we procrastinate, how to tackle big hairy tasks without procrastination, and how procrastination can sometimes be a good thing. In the "That's not productive" segment, some tips from this HuffPo post may not increase your productivity without a little more context. Follow us on twitter @ mcanderson and joellindstrom and Matthew's blog Connecting The Data. This episode is a production of CRM Audio. Subscribe to the CRM Audio network of podcasts on Itunes.

In a follow-up to the last episode, Matthew and Joel dig into how to be more productive with email, and two great tips around effective use of categorization and Outlook search folders to help tame the email beast. For information on how to create and use Outlook search folders, see Matthew's blog post. We also introduce a new feature called "That's not productive," looking at some popular "life hacks" that may actually decrease your productivity. This week: using sticky tabs in game player handbooks. Follow us on twitter @ mcanderson and joellindstrom and Matthew's blog Connecting The Data. This episode is a production of CRM Audio. Subscribe to the CRM Audio network of podcasts on Itunes.

In our premier episode of ProdCast, we talk about what productivity is, and what it is not. Productivity vs tools Staying out of the "red zone" Inbox Zero Matthew's 8 Essential Hacks for Skype For Business Follow us on twitter @ mcanderson and joellindstrom and Matthew's blog Connecting The Data. This episode is a production of CRM Audio. Subscribe to the CRM Audio network of podcasts on Itunes.