Crm Audio -- The Dynamics 365 Podcast

In today's episode (brought to you by KingswaySoft), Joel Lindstrom and Stephan Smith tackle learning: what you should be learning, how you should do it, and where to start. Topics discussed in this episode: Learning new technologies and skills Deciding what to learn The demise of the DLP and CustomerSource Where do you start Don't just learn, do Give yourself a deadline Learn by teaching others Are MOOCs effective The side hustle Links: Mark Smith's blog listing new OpenEDX courses https://www.nz365guy.com/microsoft-dynamics-365-power-platform-training-and-exams-2019/ Microsoft Learn Business Applications content https://docs.microsoft.com/en-us/learn/browse/?products=dynamics%2Cpower-platform&resource_type=learning%20path

In today's episode (brought to you by D365UG), Matthew and Joel talk about being more efficient with your browser sessions during demos and screenshares, and Microsoft Teams productivity--is Teams the new Trapper Keeper or the new flapper binder? Chrome browser profiles Working with multiple demo personas and D365 accounts Controlling extension icons Tab management Microsoft Teams productivity The Team of me Organizing contacts Quickly start a chat Group meetings vs teams Copying and moving files between Teams and OneDrive Handle multiple networks more effectively Managing your teams list Using Flow to manage Teams

In this episode (brought to you by D365UG), Nick and Colin are joined by George Doubinski to discuss the Marketing Portal - did the Marketing Team go rogue? Show notes: MS Learn: https://docs.microsoft.com/en-us/learn/paths/get-started-dynamics-365-portals/ Updated April 19 release notes: https://docs.microsoft.com/en-us/business-applications-release-notes/april19/ Marketing Portal https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/developer/event-management-web-application Bad Masterclass https://crmtipoftheday.com/masterclass/ Portals Training UG Summit Amsterdam https://eu.usergroupsummit.com/conference-schedule/academy

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/

In this episode of #AtYourService Shawn, Sarah, and Scooter talk about what is new for Field and Customer Service in the April '19 release of Dynamics 365. Find out what the big wins are, including customizable case resolution, Chrome support in USD, sla's for work orders, and much more Plus Agnes from Resco talks about the offline HTML feature of Resco Mobile CRM.

This episode is brought to you by Kingswaysoft and mscrm-addons.com. In today's personal productivity episode, Joel Lindstrom and Matthew C. Anderson discuss lifelong learning, and why you should be self-taught. Joel's five tips for learning a subject: 1. Read a variety of types of literature 2. Make connections 3. Read books that are 5-10+ years old 4. Make a list (maybe) 5. Set a deadline Matthew talks about building a "fudge factor" into estimation and scheduling for both professional and personal tasks, and we end the podcast with a discussion about paper towel productivity. 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 iOS or Android. Music: https://www.purple-planet.com

On today's episode (sponsored by D365UG/CRMUG), Britta Rekstad and Matthew C. Anderson discuss date fields in the Common Data Service for Apps and the considerations for PowerApps and Dynamics 365 configuration. Discussed on the show The default behavior for new fields Date field options Time Zone offset, UTC date and time Time in date-only fields Matthew's first mistake with date fields Time zone and Canvas vs. Model PowerApps Calculated fields and "date math" Looking at the wider Power platform (Flow, Power BI) Grey areas for date field type in your data model (one of us says "willy nilly") Fun facts What's on your mind? Have a question you'd like answered on a future podcast? Submit one by visiting implementthis.org

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 management systems Links: April 19 release notes: https://docs.microsoft.com/en-us/business-applications-release-notes/april19/ Marketing Portals: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/developer/event-management-web-application Colin’s blog: http://colinvermander.com/ Colin on Twitter: @koolin_ Nick’s blog:https://readyxrmblog.wordpress.com/author/nickdoelman/ Nick on Twitter: @readyxrm

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  

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 Outlook productivity tip about quickly archiving emails, and we also discuss habit stacking--grouping things you have to do with things you like to do to motivate yourself to do the things that you need (but don't want) to do.

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!

In this episode (sponsored by Maplytics by Inogic), hosts Britta Rekstad and Matthew C. Anderson discuss the Power platform from the perspective of people with a background in Dynamics CRM / Dynamics 365. Discussed on the show Makers / Citizen Developers / Admins Matt's Maker experience at Microsoft Matt's PowerApp-Launching Bookmarklet project on GitHub Common Data Service (for Apps and Analytics) The Common Data Model Definition of PowerApps over time Power BI Power BI & More 46: Dynamics 365 interactive charts and dashboards Microsoft Flow episode and continued development Mashup potential of Power platform components Listener feedback - don't sell OOB auditing short! What's on your mind? Have a question you'd like answered on a future podcast? Submit one by visiting implementthis.org

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 from your life experiences Overcoming common fears Self-imposed deadlines Minimum level of proficiency Stages of competence Being comfortable with what you don't know Outlining a topic Being authentic Links: Scrivner https://www.literatureandlatte.com

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 Number of widgets on a dashboard Specifying color of option set values in charts Advanced chart editing limitations Got feedback or suggestions for a future episode? Email voice@crm.audio

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 portals Setting realistic expectations with portals Scope of Microsoft support for portals Using other technologies with D365 portals When are other portals technologies a better fit than D365 portals? Microsoft investment in portals enhancements Designing with the user in mind Agile portals deployment  

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 th

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 pro

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.

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 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.