CRM MVP Podcast

I'm not a big fan of reviewing the latest and greatest technology, those episodes never age well; but I am a big fan of former 9x Microsoft MVP and current Microsoft Global Black Belt for Power Platform Scott Sewell. Before joining Microsoft, Scott implemented Dynamics 365/CRM for organizations around the country, so his take on new technology, solutions, and innovation originating from the Power...

On this episode, I tackle 15 different scenarios where today's consultants and solution architects are acting based on emotions or "feelings" rather than facts. The reality is that fact based consulting always performs better in the real world. Links: Managed vs. Unmanaged:  http://crmmvppodcast.com/episode-38-managed-vs-unmanaged Setting up Security like an MVP:  http://crmmvppodcast.com/episode-...

Starting October 1st, 2019, Microsoft will be enforcing new licensing rules and offerings, and this new licensing model is completely new. Steve Mordue is back on the show to discuss the new licensing model. Whether you are implementing for a brand new Dynamics 365 customer, or you've been a customer for a while, this episode is a MUST LISTEN! Guest: Steve Mordue: www.stevemordue.com More info:  h...

There are things you must know as a Solution Architect, and then there are things you don't but for some reason people believe you should know them in order to be a Solution Architect. These are my top 10 OVERRATED skills for Solution Architects. Video: How do you become a Solution Architect? -  https://www.youtube.com/watch?v=fZoZTuYbwHc Please subscribe to our YouTube Channel: https://www.youtub...

Due to the popularity of the video posted on the CRM MVP Media YouTube channel on July 21st, 2019 (link below), I have decided to expand on my thoughts regarding the skills and knowledge needed to be a Solution Architect. These are my Top 10 things every Solution Architect MUST KNOW . Video: How do you become a Solution Architect? -  https://www.youtube.com/watch?v=fZoZTuYbwHc Please subscribe to...

Microsoft MVP and Dynamics 365 Community Superstar Megan Walker takes over the show to tell us all about Microsoft Forms Pro. Those of us using the Voice of the Customer (VoC) functionality in Dynamics 365 or perhaps even a third-party solution to create, send, and analyze surveys now have the ability to leverage Microsoft Forms Pro to accomplish our goals. Tune in to listen to Megan's Top 10 feat...

I can already tell you are going to disagree about these, you might even be skeptical about my warnings, you will perhaps even be mad about the horrible news I've come to bear today; but this list is real and you need to take it seriously. Here are the Top 10 things you need to STOP using in Dynamics 365 Customer Engagement. If you are using one or more of these on your current Dynamics 365 Soluti...

The Microsoft Business Applications Summit is over and there is an overwhelming number of new features coming. So I sat down with Rami Mounla, former Microsoft MVP and Enterprise Solution Architect to discuss how can organizations get the most value out of Dynamics 365 and these features that are coming, as well as ways that organizations are leaving money on the table by paying for access to pote...

One of the most effective ways to increase your impact in the community - and even become an MVP - is to build your brand. As MVPs we get to meet countless super talented professionals who have so much to offer to the community but whose voices and contributions go largely unnoticed since they lack a personal brand. So how do you stand out in the crowd? How do you build a reputation that draws peo...

CRM MVP Neil Benson details the best practices and techniques he uses to maximize the value LinkedIn provides to his Dynamics 365 career. Tune in to listen Neil's Top 10 tips to get the most effective LinkedIn Profile, as well as tons of personal stories and real events directly related to his ability to make the most out of LinkedIn capabilities and personal connections. Whether you are a Dynamic...

When Microsoft introduces features into Dynamics 365, they have an objective in mind and a gap to fill with it. But there's always a different and perhaps clever way to use some of these features to achieve a completely different goal. Links: Scheduling recurring workflows:  https://blogs.msdn.microsoft.com/mvpawardprogram/2013/03/11/scheduling-recurring-workflows-in-microsoft-dynamics-crm-2011-on...

This is our 2 year anniversary episode! In this episode, we talk about a massive CRM project failure that took place years ago, and my Top 5 red flags that can tell you if your project is going down the same road to failure. Links: EDS vs. BskyB Court Decision:  https://www.scribd.com/document/32707026/EDS-v-BskyB-court-decisions EDIT: Several people asked me if this was a Microsoft Dynamics CRM/3...

If you haven't been paying attention to PowerApps and the Power Platform lately you are missing a massive shift in the world of Dynamics 365 Customer Engagement. As far as I'm concerned, Dynamics 365 Customer Engagement consulting, implementations, architecture, and approach - the entire CRM game - has changed forever. I decided to invite three CRM MVPs to the show to discuss these changes and hop...

My first MVP Summit was in 2012, I had been an MVP for about 4 months and the experience was amazing and overwhelming. I wanted to hear what first timers were thinking after day 1 of the summit. This year's MVP Summit was attended by 12 first timers, so after a few adult beverages I invited/convinced 9 of them to jump on the mics and talk about their experience at their very first MVP Summit. Now,...

This episode was recorded days before the Microsoft MVP Summit 2019 conference. Many of my listeners have what it takes to become a CRM MVP but unfortunately very few will make it. Setting aside the people who are not willing or able to do the work needed to become an MVP, I wanted to focus on those who are willing and able to do the work, and have the skills and commitment as well, but who could...

Daryl LaBar is a 3x Microsoft MVP and a world-class Dynamics 365 developer. He stopped by the CRM MVP Podcast studio to share the Top 10 mistakes CRM developers make. Top 10 mistakes: Not learning TypeScript Not using a tool to deploy webresources Not using EarlyBinding Not using a plugin base Not creating a custom execution context Not creating unit tests Not logging plugin context on errors Look...

Every time I get an opportunity to train new Solution Architects I always enforce the importance of understanding Dynamics 365 and Power Platform licenses when it comes to designing or architecting Dynamics 365 solutions. There are many reasons why understanding licensing is important. Lack of knowledge regarding licensing can lead to the creation of solutions that cost the organization a lot more...

Today's episode is hosted by Michael Ochs, a Dynamics 365 MVP and veteran developer. Mike was joined by 4 of the best Dynamics 365 developers in the world. Tune in to hear them discuss a variety of deeply technical topics and share their best practices and favorite tools. Guests: Michael Ochs:  https://twitter.com/MikeFactorial Daryl LaBar:  https://twitter.com/ddlabar Nick Doelman:  https://twitt...

It is no secret that I love speaking at conferences and delivering training, but all the success I've had as a presenter came from all of the learning I've done since I started teaching full time over 15 years ago. In this episode, I share all of my secrets behind the way I prepare for, deliver, and evaluate a session. Whether the session is 45 minutes or 5 days long, the process is always the sam...

In order to implement an effective Dynamics 365 solution, your users need to adopt it, and it is near impossible to get users to adopt a solution that has a poor user experience, so I wanted to spend an hour talking about the User Interface and User Experience best practices I use on every implementation I lead as a Solution Architect.   I also talk about Unified Interface gaps and share my Top 5...

There are several features in Dynamics 365 that can strongly increase User Adoption when they are set up and used correctly. I've put a list of 10 User Adoption Magnets and I discuss why I believe these can be the difference between an Effective and an Ineffective Solution. Some of these magnets are features we've had for 10+ years but no one seems to pay attention to them! Let me explain.

We were in Austin, TX attending eXtreme 365 and the keynote focused on what we can expect in 2019 from the world of Microsoft Business Applications and the Power Platform. We took some time to reflect on all the changes that have happened over the last 3 years, and see how many things we know and love today were only dreams or perhaps unimaginable back in 2015. Which made us think, where will we b...

I was traveling to Sweden to speak at Dynamics 365 Saturday in Stockholm when I started realizing that there were a few situations in Microsoft Dynamics 365 where there were a couple of ways to approach them, but I always defaulted to one way versus the other, sometimes perhaps even going against Microsoft or Industry Best Practices. I wrote down a list of 10 situations or functionalities that acc...

Episode 39 focused on 10 features I wanted GONE from Dynamics 365. This episode focuses on 10 features I want ADDED to Dynamics 365 immediately. Here's my wish list: Print to Word/Print to PDF/Email PDF Performance-based Configuration Freedom Save and Publish Business Rules actions on Sections and Tabs Multi-select Lookups Audit 2.0 Compose with Outlook Online Auto-Number and Random-Number Dynamic...

There are so many features in Microsoft Dynamics 365. Some of those features have been in the product for a long time and I believe they should go away! Now, I know you'll disagree with some of the items on this list just by reading it but hear me out, let me explain why I think these features need to die: The Outlook client Mail Merge The Knowledge Base Leads Non-editable Entities Non-editable Fi...