Crm Audio -- The Dynamics 365 Podcast

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 Podcas

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 a future podcast? Submit one by visiting implementthis.org

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 recognition General ledger reporting October 2018 enhancements for F&O Integration with Field Service and Project Service Integration templates 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. Music: https://www.purple-planet.com

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 mission statement? Detect vs. invent Bland and concrete mission statement Leaving room for new experiences in your concrete mission statement What has Matthew stopped doing in light of his mission statement? Is TSA Precheck productive? Links: Franklin Covey mission statement builder: https://msb.franklincovey.com/  Essentialism by Greg McKeown  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

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 App value 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 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.

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 to talk about you at our podcast We wish for you to grow in your field even further and help the world so vast We learn from you each day, Ben Inspired by your logical brain And always looking forward to get better

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.

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 this episode (sponsored by CRMUG/D365UG), hosts Britta Rekstad and Matthew C. Anderson talk about XrmToolBox Tools. Discussed on the show Revisit "What is XrmToolBox" Using community tools Iconator Dynamics icon sizes/formats Matthew's blog & video about "Area" images Finding Icons https://www.flaticon.com/ https://www.iconexperience.com/m_collection/ Bulk Workflow Execution Usage patterns for bulk workflows Minor correction: Excel export supports 100,000 records in an export   Call to action! We're going to do an upcoming episode about the Unified Interface for Dynamics 365/Model-Driven PowerApps. Send us your questions through the contact form on our website or through Twitter @mcanderson or @macgyvercrm What's on your mind? Have a question you'd like answered on a future podcast? Submit one by visiting implementthis.org

On this week's ProdCast (brought to you by KingswaySoft), Marius Agur Lind (The CRM Viking) joins us to talk the challenges of balancing work, family and still finding time to give back to others through community contributions. As an MVP, Marius is well known for his contributions to the Microsoft Business Applications community, and he has recently released a new plugin for the XrmToolBox called Message Explorer. Find out some of the techniques he used to find time to work on this side project while working and adjusting to life with a new daughter at home. Do you have any tips that you use to find time to give back while your schedule is busy? Send us an email at voice@crm.audio. Links: Marius's new XrmToolBox plugin Message Explorer: https://github.com/mariusagur/MessageExplorer/ How to draw a horse: https://www.huffingtonpost.com/2012/01/30/how-to-draw-a-horse-picture_n_1241936.html This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts 

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.