Podcast appearances and mentions of shawn tabor

#148. Get ready for another captivating episode of Amazing Apps! In this episode, Neil Benson engages Shawn Tabor, Director of Consulting Services at Hitachi Solutions, in an insightful conversation about the dynamic realm of Microsoft Business Applications and its role in the manufacturing and service industries. Explore Hitachi's product landscape, investment strategies, and the art of identifying patterns to create accelerators for efficient project estimations. Discover Shawn's podcasting journey, collection hobbies, and upcoming conference plans. Timestamps05:40 Improving customer experience for manufacturers07:36 The power of strategic planning09:56 The challenge of implementing Microsoft ecosystem10:59 Microsoft investment strategies14:06 Simplifying field service applications15:07 Streamlining field service20:59 Significant implementations across manufacturing, services, and healthcare21:37 Integration challenges in the field service business23:34 Power Platform innovations24:55 Agile methodology RESOURCESShawn Tabor on LinkedInHitachi Solutions websiteCommunity Summit NA: 15-20 October in Charlotte, NCSupport the showCONNECT

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?

Microsoft released a public preview of Connection References, which store Power Automate (and some Power App) connections in solutions, and prompt for connection when the solution is moved to another environment. This is a big deal because currently connections are not moved with solutions, which means that Power Automate flows are not connected after the solution is moved, and editing flows in Production environments are tedious and cause problems with ALM processes. This change is also significant because it brings the value of solutions and ALM to non-CDS connected flows. Since Sharepoint, SQL, and custom connections can be automated using connnection references, deployment automation and CI/CD can now appply to connections other than CDS. Listen to today's podcast as George Doubinski, Joel Lindstrom, and Shawn Tabor discuss connection references. We also touch on environment variables and how these changes work with environment variables. And we celebrate Shawn "Hobbit" Tabor's 50th birthday!

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

In this episode, Shawn (@crmhobbit) and Sarah (@SarahJND) talk about how to access Public Preview features within Dynamics 365 Field Service as well as how to enable the new Schedule Board, currently in Public Preview. Watch this episode on the CRMHobbit YouTube channel (demo enabling the new Schedule Board at the 9:30 mark) : https://youtu.be/gohUVmO5vKc How to install preview features for Dynamics 365 Field Service: https://docs.microsoft.com/en-us/dyna... How to preview the new schedule board in Dynamics 365 Resource Scheduling: https://docs.microsoft.com/en-us/dyna... Shawn Tabor on Twitter: https://twitter.com/crmhobbit Shawn's blog: https://crmhobbit.com Sarah Jelinek on Twitter: https://twitter.com/SarahJND Sarah's blog: https://sarahjelinek.com

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 episode is brought to you by Inogic and their new Kanban Board for Dynamics 365 and Power Platform. James Phillips recently wrote a blog post "Our commitment to customers to help ensure business continuity" where he detailed plans to delay mandatory end of support and deprecation deadlines to remove pressure from customers and partners during this stressful time. 2020 Wave 1 will still be released in April, but mandatory updates will be delayed until May or June. Team member license enforcement is delayed until September, and deprecation of classic UI is delayed until late autumn US. Joel Lindstrom, George Doubinski, and Shawn Tabor discuss these delays and what they mean to you, as well as the following topics: virtual MVP summit update Goodbye Outlook client (again) and parity with App for Outlook Remote assist and remote assit guides Backup and restore (as long as you don't use SalesForce) Component libraries PCF controls vs components Links: Salesforce discontinues data recovery services: https://help.salesforce.com/articleView?id=000322731&type=1&mode=1&language=en_US Revamping the date picker: https://thepoweraddict.com/revamping-the-date-picker-control-v2/

This episode is brought to you by Inogic and their new Kanban Board for Dynamics 365 and Power Platform. Wave 1 2020 for Power Platform and Dynamics 365 is right around the corner. In today's episode, Joel Lindstrom and Shawn Tabor cover what you need to know and how to prepare for the update. Topics covered: Team member license enforcement Dynamics 365 Sales Product visualize Dynamics 365 Customer Service Dynamics 365 Field Service Dynamics 365 Marketing Power Apps Power Automate Check out the deck from this presentation  at https://ptdrv.linkedin.com/h80j3i2

This episode is brought to you by Inogic and their new Kanban Board for Dynamics 365 and Power Platform. The coronavirus COVID-19 has changed the technology world. People are working remotely, conferences are canceled. On this podcast, we talk about the changes to D365UG Summit Barcelona, MVP summit, and other conferences. To help organizations combating the crisis, Microsoft is making the premium push notification adapter for Power Apps available for free to all users, and they have also released a new template targeted at Crisis Communication. Find out more at https://powerapps.microsoft.com/en-us/blog/crisis-communication-a-power-platform-template/.  Shawn Tabor just lead a hackathon, but it wasn't for adults. Shawn talks about how a class of fifth-graders used Power Virtual Agent to educate about climate change and fire safety. We are only about a month away from the release of Dynamics 365 and Power Platform 2020 Wave 1. We talk about what is new with Field Service, sales forecasting, and team member license enforcement. If you want to learn more about what is coming with 2020 wave 1, check out our video tip series at crmtipoftheday.com.  

This episode is brought to you by D365UG. Sara Critchley joins Shawn Tabor to talk about customer service (after they finish talking about food). Why is customer service important? How has customer service in Dynamics 365 changed in recent years? Where should you start? The changing world of omnichannel. Why can't Flow Joe get any balsamic vinegar kettle crisps in Canada? Please join the conversation and tell us what you think. What have your best and worst customer service experiences been? Where do you start in a Dynamics 365 customer service deployment? Follow Sarah Critchley: Sarah on LinkedIn: https://www.linkedin.com/in/sarahcritchley/ …and check out her blog at: https://www.crmcat.co.uk/ …and her YouTube channel at: https://www.youtube.com/channel/UCQ_qeQBj6-nQtALIWRBbqCQ

Filling in for Rome Maynard this week are Shawn Tabor and Jim Lomas, and this week we are all about Disney+. If you aren't watching the Mandalorian, you should be, and we talk about some of the other great discoveries we have made of the content on Disney+. Other topics discussed in this episode: Suspension of disbelief when watching biopics Whimsy, and why Joel is lacking it Christmas movies, and Shawn's rules for when you can view them Is Iron Man 3 a Christmas movie? What is on our Spotify top songs of 2019 playlists

We are podcasting from the Ignite podcast booth this week. You could win Surface earbuds--register at https://aka.ms/PodcastSweepstakes for your chance to win. Today Ben Vollmer from Microsoft joins Shawn Tabor, Sarah Jelinek, and Joel Lindstrom to talk about how AI in the Power Platform has advanced and exploded into all areas of the Power Platform and Dynamics 365. Discussed on this episode: Power virtual agent Use cases for mixed reality Product visualize Customer Service Insights Customer Insights How to get started with AI Common thread of AI across the platform Watch the Ignite Vision Keynote with Satya Nadella | Microsoft Ignite 2019 ... Join us later this week for episodes about Power Automate and Power Apps.      

Full show notes available https://www.nz365guy.com/143

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.

Welcome to CRM Audio Live, brought to you by KingswaySoft. Today Mark Christie, Iain Connolly, Shawn Tabor, Andrew Bibby, and Joel Lindstrom finish their discussion about the latest release plan. In today's episode we cover the following areas of the next release: Field Service Unified Interface PowerApps Flow The death of task flows Common Data Service You can download the release plan here. Got any feedback or suggestions for future episodes? Email us at voice@crm.audio.  

Shawn Tabor wants to know whether to estimate project effort in days or story points. Aren't they the same thing? I've used four ways of estimating effort in my Dynamics 365 projects: Counting cards Days T-shirts Story points Estimating in days is an absolute estimation method, whereas t-shirts and story points are both relative estimation methods. This means that we compare the relative size of items using a scale, rather than trying to estimate the absolute size. Story point estimation has several benefits: It's not as critical to know exactly what types of work are included in the estimate Story points encourage me to estimate how long it'll take the team to get the story done, not just me or my part Story point estimates don't need to be re-estimated if our velocity changes if we change our definition of done or our team composition Humans are better at relative estimation, which Neil tries to illustrate with the land area of countries. Shawn, stop estimating Microsoft Business Applications projects in days and start using story points!

This is the Friday Power Conversation for April 26, 2019 (brought to you by ClickLearn). Brad Koontz talks to Shawn Tabor about the democratization of AI, favorite XrmToolBox tools, favorite mobile technology, and Buy or Sell. Got any questions? Email them to voice@crm.audio. Music: 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 December 2018, and in this episode Shawn Tabor joins us to discuss favorite Christmas movies. In this episode: Work greeting etiquette Holiday decoration Scrooge with Alastair Sim Not so tiny Tim Hallmark Christmas movies The miracle of the creme cheese Christmas pants

In our new series (brought to you by D365UG/AXUG), Katherine Alfaro, William Dorrington, and Shawn Tabor talk Dynamics 365 Finance & Operations. In the first episode, we introduce the hosts and talk about some of the differences between Customer Engagement and Finance & Operations. How to spell F&O What is F&O? How does D365 F&O fit in the Microsoft Business Applications Platform? Supply chain management Invoicing Inventory management Integration with Field Service and Project Service 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.

Welcome to the first ever “collectors edition” of Refresh the Cache - the Dynamics 365 Portals Podcast (brought to you by Maplytics by Inogic)! Microsoft MVPs Nick Doelman and Colin Vermander join Shawn Tabor and talk about What is "Refresh the Cache" all about? Who are our hosts? The End of ADXStudio v7 Strategies for migrating Simple upgrade Refactoring Community Portal October '18 Release Notes Configuration Migration Embed PowerBI visualizations Restrict Portal access by IP address Manage SharePoint Documents Simplified Customization Self Service portal diagnostics   Upgrading ADXStudio portals v7x to XRM Portals Community Edition http://colinvermander.com/2017/11/27/upgrade-adxstudio-portals-v7-x-to-xrm-portals-community-edition/   XRMToolbox Portal Records Mover https://community.dynamics.com/crm/b/dynamicscrmtools/archive/2017/06/13/new-xrmtoolbox-plugin-portal-records-mover   Colin's blog: http://colinvermander.com/   Colin on Twitter: @koolin_   Nick's blog: https://readyxrmblog.wordpress.com/author/nickdoelman/   Nick on Twitter: @readyxrm

Welcome to the first ever “collectors edition” of Refresh the Cache - the Dynamics 365 Portals Podcast (brought to you by Maplytics by Inogic)! Microsoft MVPs Nick Doelman and Colin Vermander join Shawn Tabor and talk about What is "Refresh the Cache" all about? Who are our hosts? The End of ADXStudio v7 Strategies for migrating Simple upgrade Refactoring Community Portal October ’18 Release Notes Configuration Migration Embed PowerBI visualizations Restrict Portal access by IP address Manage SharePoint Documents Simplified Customization Self Service portal diagnostics   Upgrading ADXStudio portals v7x to XRM Portals Community Edition http://colinvermander.com/2017/11/27/upgrade-adxstudio-portals-v7-x-to-xrm-portals-community-edition/   XRMToolbox Portal Records Mover https://community.dynamics.com/crm/b/dynamicscrmtools/archive/2017/06/13/new-xrmtoolbox-plugin-portal-records-mover   Colin’s blog: http://colinvermander.com/   Colin on Twitter: @koolin_   Nick’s blog: https://readyxrmblog.wordpress.com/author/nickdoelman/   Nick on Twitter: @readyxrm

Welcome to the first ever “collectors edition” of Refresh the Cache - the Dynamics 365 Portals Podcast (brought to you by Maplytics by Inogic)! Microsoft MVPs Nick Doelman and Colin Vermander join Shawn Tabor and talk about What is "Refresh the Cache" all about? Who are our hosts? The End of ADXStudio v7 Strategies for migrating Simple upgrade Refactoring Community Portal October ’18 Release Notes Configuration Migration Embed PowerBI visualizations Restrict Portal access by IP address Manage SharePoint Documents Simplified Customization Self Service portal diagnostics   Upgrading ADXStudio portals v7x to XRM Portals Community Edition http://colinvermander.com/2017/11/27/upgrade-adxstudio-portals-v7-x-to-xrm-portals-community-edition/   XRMToolbox Portal Records Mover https://community.dynamics.com/crm/b/dynamicscrmtools/archive/2017/06/13/new-xrmtoolbox-plugin-portal-records-mover   Colin’s blog: http://colinvermander.com/   Colin on Twitter: @koolin_   Nick’s blog: https://readyxrmblog.wordpress.com/author/nickdoelman/   Nick on Twitter: @readyxrm

In this episode (brought to you by Resco and D365UG), Shawn Tabor and Sarah Jelinek talk about the D365 Service Virtual Summer Camp. Who is speaking, what you can learn, and what Shawn is excited about. You can view the agenda or register for this free three day event at https://d365ugcrmugservicesummercam2018.sched.com/ In the Resco minute, Agnes talks about using maps in Resco Mobile CRM.

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. Matthew C. Anderson is joined by special guest host Shawn Tabor to talk about password managers. What’s more productive: sticky notes, notebooks, or apps like KeePass and LastPass? Matthew also gets Shawn’s take on the following productivity topics: Smartwatches Using OneNote in Microsoft teams Productive workspace In-flight wifi 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. Last year we had an episode about the Dynamics 365 Data Export Service, and much has changed since then. In this episode, Ulrik Carlsson and guest host Shawn Tabor discuss what you need to know about the DES. Topics discussed: What is data export service? How frequently does the DES update? Setting up the DES Azure Key Vault Using the Powershell cmdlets DES impact on performance Cost of DES in Azure consumption Licensing requirements for DES Dealing with security How DES tables are related Working with DES exported data in Power BI Options for moving exported data on premises Data Export Service tradeoffs and limitations Multiple languages and DES Direct query vs. import in Power BI

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, Shawn Tabor from the Mundanity Podcast joins us to debate Rome about several topics, including Batman, Dr. Who, what is the greatest comic book of all time, and Stan Lee. We also discuss our top five things that Amazon is recommending that we purchase, as well as delivering random record reviews.