CRM Audio

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 zon...

In today's episode (brought to you by D365UG/CRMUG ), Nick and Colin take a deep dive into the portals announcements in the Business Applications Platform/D365 April '19 release notes. Portals get their seat at the table CDS portals Enhanced portal diagnostics Maintenance mode Submitting ideas for portal enhancements PowerBI embedded in portals Marketing and event portals Integration with content...

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 M...

This episode of ProdCast is brought to you by mscrm-addons.com. Sometimes input from others is necessary before you can complete a task, and if those people aren't responsive, it can become a roadblock to your productivity. In today's episode, we discuss how you can get more control over these tasks by strategically predefining outcomes. Make the default action the result you want. Joel shares an...

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...

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!

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 Ana...

This episode is brought to you by mscrm-addons.com. When you are writing, blogging, podcasting, or some other creative endeavor, one of the most difficult things can be coming up with ideas for content and translating those ideas to a presentation or article. In today's episode, Matthew Anderson and Joel Lindstrom discuss techniques that they use to create content. Topics discussed: Finding ideas...

In this episode (brought to you by D365UG ), Joel Lindstrom and Ulrik Carlsson discus what you need to know about Interactive charts and dashboards in Dynamics 365 Unified Interface. Topics discussed in this episode: What can you do with interactive dashboards that you can't do with classic UI dashboards? Drill down filters Dashboard date filters Single vs. multiple streams Entity level dashboards...

This episode is brought to you by D365UG . Today Nick and Collin are joined by Nikita Polyakov, Senior Architect with the Microsoft FastTrack group. Nikita talks about his experience working with D365 portals and steps required to be successful with D365 portals. Topics discussed in this episode: Skills required to work with portals Customer challenges with portals Building domain experience with...

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...

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 Outlo...

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...

In this episode (brought to you by D365UG ), Ulrik and Joel discuss some questions that Ulrik got from recent presentations at Extreme365. Leveraging Dynamics 365 security in PowerBI FetchXML vs oData for deep queries FetchXMLData limits Option sets and the value of the CDS connector Reporting on Dynamics 365 user adoption Got feedback or suggestions for a future episode? Email  voice@crm.audio ....

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 soluti...

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...

This episode is brought to you by D365UG . In today's episode, Katherine and Will talk about reporting options for Finance and Operations. When should you use Finance/Management Reporter? When should you use Power BI? Difference between reporting in Customer Engagement and F&O Statutory reporting Discussing reporting with clients Reporting when moving from another ERP Reporting on revenue recognit...

This episode is brought to you by  Maplytics  by  Inogic . A few episodes ago we discussed personal mission statements. In this episode, Matthew Anderson talks about his personal mission statement and techniques he found to get to the why. In this episode: Frying turkeys Personal mission statements revisited Essentialism "Personal philosophy" vs. "mission statement" How do values fit in with missi...

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...

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-ma...

We cannot tell you how good it feels To have a guy like you build strategies Oh, Ben, you're the big big brain of Field Service You're surely at the top in the industry as we know it, and we know it   You rule the Internet of Things You makes lives easy in a blink We admire your work and the change it brings Especially People, Process and Technology, oh, oh! Ben You're Gold!   And oh, how we love...

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-Prem...

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...

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...

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 ma...