CRM Audio: Recent Episodes
Joel Lindstrom, Shawn Tabor, George Doubinski, Matthew C Anderson, Mark Smi
CRM Audio is a network of podcasts about Dynamics 365, Dynamics CRM, personal productivity, and Power BI hosted by Microsoft Business Solutions MVP's Joel Lindstrom, George Doubinski, Shawn Tabor, Mark Smith, and Scott Sewell and productivity expert Matthew C. Anderson. We are the original CRM MVP Podcast. Podcasts in the feed:
CRM Audio - a roundtable discussion of all things CRM, including what's new, best practices, and answers to your CRM questions and Power BI.
Power BI and More - Microsoft Business Solutions MVP Scott Sewell teaches you how to learn Power BI and effectively use it with Dynamics 365.
Prodcast - All about personal productivity. We get deep into productivity and cut through the hype around productivity tools, and tell you what's not productive.
In this episode, we deliver on their promise from the previous show — a wishlist of features they’d love to see in Power Pages (and none of them are AI). It’s a mix of practical frustrations from real-world projects and some wild ideas for future innovation. What did we talk about?
- George’s standing desk automation project — powered by Python, Bluetooth, and (eventually) Power Platform. Imagine your desk going up automatically before every meeting!
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Top Power Pages wishlist items:
- API to clear the cache — long-requested, simple sounding, yet still missing.
- Modern Forms — it’s time to modernize the end-user experience beyond Bootstrap upgrades.
- Support for Quick View and Quick Create forms — why only Main forms?
- Multi-step form improvements — allow skipping between steps, especially when there are no conditions.
- Bring back Front-Side Editing — content editing without admin rights is a must for real CMS scenarios.
- Power Automate integration in forms and lists — run flows like classic workflows directly from UI.
- Framework agnostic design — let’s dream big: support Tailwind, Foundation, or other CSS frameworks beyond Bootstrap.
What's next? How about a tour of Power Pages features that already exist — but almost nobody uses.
Credits Cover image by chatGPT (inspired by terrible prompts)
References * rhyst/linak-controller: A Python script to control Linak standing desks
Get in touch * voice@crm.audio * Nick Hayduk @Engineered_Code * George Doubinski @georgedude
In the first episode of 2025, Nick and George break down Release Wave 1 2025 for Power Pages, separating real improvements from underwhelming updates. AI features take center stage, but do they actually add value? Discussion covers AI-assisted forms, web agents, and natural language queries, questioning their usefulness in real-world applications.
Modern lists get long-awaited updates, including JavaScript event support and metadata filters, finally closing gaps with classic lists. The ongoing file upload saga resurfaces, and the new virus scanning feature raises questions about effectiveness. A streamlined Microsoft Entra ID setup wizard promises easier authentication setup, but handling failed logins remains tricky.
A surprising security threat in social logins also comes up — cross-IdP impersonation —where external authenticator can let attackers register an account with someone else’s corporate email.
With event portals moving from outbound marketing to Power Pages, the clock ticks toward a July 2025 deadline for migration. Anyone still using the old Angular-based event sites needs to start planning now.
Want to know what’s missing from this release? A wishlist of features Power Pages actually needs is coming next time. Don’t miss it!
Credits Cover image by chatGPT (inspired by terrible prompts)
References * Overview of Power Pages 2025 release wave 1 | Microsoft Learn * Transition events from outbound marketing to real-time journeys - Dynamics 365 Customer Insights | Microsoft Learn * Combining Verification Phishing and Cross-IdP Impersonation
Get in touch * voice@crm.audio * Nick Hayduk @Engineered_Code * George Doubinski @georgedude
In this somewhat warm episode, George and Nicholas explore web templates in Power Pages, breaking down how they work, their history from ADX Studio to modern-day template blocks, the regrets along the way, and practical ways to use them effectively. They discuss features like include and extend, share tips for simplifying your development process, and highlight why templates are a powerful tool for creating reusable components. Whether you’re new to web templates or looking to refine your skills, this conversation has something for everyone.
As a bonus, they debate what’s better as an income stream: Shopify shares or podcasts.
Credits Cover image by chatGPT (inspired by terrible prompts)
References * Web templates | Microsoft Learn * Liquid overview | Microsoft Learn * Shopify Liquid reference * Shopify Stock Quote
Get in touch * voice@crm.audio * Nick Hayduk @Engineered_Code * George Doubinski @georgedude
In this [delayed] episode of Refresh the Cache, George and Nick dive into the latest Wave 2 2024 release notes for Power Pages. They discuss the evolving landscape of agile development, where new features roll out continuously, and release notes serve as checkpoints rather than game-changers. The conversation touches on deprecations, governance updates, and intriguing AI-driven community template features, like thread summarization and AI moderation. They also debate the future of web templates and Power Fx integration. They even make a bet on how Microsoft’s event management solution will be implemented.
Credits Cover image by chatGPT (inspired by terrible prompts)
References * Overview of Power Pages 2024 release wave 2 * Create an event portal allowing access to event details, registration * Important upcoming changes and deprecations in Power Pages
Get in touch * voice@crm.audio * Nick Hayduk @Engineered_Code * George Doubinski @georgedude
CRM Audio: Wave 1 2024: Deprecation not depressionIn this episode, George and Nick dive into the latest updates for Power Pages in the first half of 2024. They discuss new features, enhancements, and important deprecations, providing insights into how these changes impact users and developers. From generative AI integrations and improved file upload capabilities to crucial security updates and professional developer tools, this episode covers everything you need to know about the upcoming Power Pages release.
Plus, they share their thoughts on the future of Power Pages and what they hope to see next. Tune in for an informative and engaging discussion on the evolving landscape of Power Pages.
Credits Cover image by DALL-E (inspired by terrible prompts)
References * Overview of Power Pages 2024 release wave 1 * Perspectives on Power Platform * Important upcoming changes and deprecations in Power Pages
Get in touch * voice@crm.audio * Nick Hayduk @Engineered_Code * George Doubinski @georgedude
In this episode, George and Nick dive into Wave 2 2023 and what it's going to wash out for Power Pages. What's in store?
- The integration of DocuSign
- Bootstrap 5 and transition to it
- The capabilities and future potential of the Power Pages Copilot
- Upcoming features for administration and governance
- Enhanced collaboration features in the Power Pages Design Studio
- Introduction of managed environments
- New updates on user analytics
Credits Cover image by Matt Ragland on Unsplash
References * Set up DocuSign integration | Microsoft Learn * Overview of Power Pages 2023 release wave 2 | Microsoft Learn * E-Signatures and Payments in Power Pages - ESPC Conference, 2023 (sharepointeurope.com)
Get in touch * voice@crm.audio * Nick Hayduk @Engineered_Code * George Doubinski @georgedude
What you hear in the opening is a sound clip titled "money count bills". Not sure about that, sounds more like soliders marching on gravel. Why did I pick that sound? Because it was available in the sound effect library I have already paid for. If I didn't have to pay for things, I would have definitely included Pink Floyd. Classic. Or Jerry McGuire saying "Show me the money". In this episode of Refresh the Cache Nick and I talk about how to take the nice customer's money using nothing but Power Pages.
Credits Cover Image by Image by Olya Adamovich from Pixabay.
References * Add a payment gateway to your event website (Dynamics 365 Marketing) | Microsoft Learn * Bring data from anywhere with Dataverse virtual table and Power Automate cloud flow integration in Power Pages| Microsoft Power Page * Configure Power Automate cloud flows in Power Pages (preview) | Microsoft Learn
Get in touch * voice@crm.audio * Nick Hayduk @Engineered_Code * George Doubinski @georgedude
Everyone misplaces things from time to time. Keys, airpods, sunglasses, wallet; anger, confidence, sense of entitlement... JavaScript in Power Pages is no exception. I know there is script, I can see that annoying debugger keyword, I just have no idea where the fuck did it come from. In this episode of Refresh the Cache Nick and I discuss all the possible locations where script can be hidden in Power Pages while contemplating using Dropbox as a source control alternative.
And remember - we never truly lose any material possessions. We only temporarily misplace them.
Credits Cover Image by 2211438 from Pixabay.
References * Using Fiddler AutoResponder: https://learn.microsoft.com/power-apps/developer/model-driven-apps/streamline-javascript-development-fiddler-autoresponder * Browser dev tools: https://learn.microsoft.com/microsoft-edge/devtools-guide-chromium/overview * Engineered Code + Where’s That Dynamics 365 Portals Code? Part 1, 2, 3, and 4. + Power Pages Tip #212 Stand alone JS File using Web Template + Power Pages Tip #215 Web Template MIME Type
Get in touch * voice@crm.audio * Nick Hayduk @Engineered_Code * George Doubinski @georgedude
Raising kids is not an easy task. Nor it is cheap. If you need to talk to your bank about refinancing your mortgage to renovate the house according to the building permit you are yet to apply for and, in case your house is old and potentially has some led paint or asbestos, you would also be trying to keep the kids out of that very house as much as possible by enrolling them in the after-school classes THEN you are in pure luck. All your challenges can be solved by installing a trifecta of Power Pages scenario-based templates.
In this episode of Refresh the Cache, Nick & I dive into the Power Pages templates; the good, the bad, and the ugly sides, what they are good for and where they shouldn’t be touched. We also answer some important questions such as are there any assets with the prefix "new_", is numbering your pages bad, and who gets a participation medal? To find out, as they say, listen ’till the end!
Credits Cover image by Christiana Mergan from Pixabay.
Get in touch * voice@crm.audio * Nick Hayduk @Engineered_Code * George Doubinski @georgedude
In the good old days (insert an old man yelling at the skies image) we didn't have release waves. Instead, every 2-3 years we had a tsunami.
Since those days Microsoft has transformed releases into a pacifying surf ranch with persistent but not exactly heart stopping waves. Starting Wave 1, 2023 Power Pages now have a well-deserved their own break in the release plan. Of course, Nick and I couldn't resist dusting off our surf boards.
But if you're not excited by Export to CSV feature, we have nothing to talk about.
References * Power Pages release plan * Content management in Power Apps portals, bork-bork style. * Package/solution deployer * XrmToolBox Portal Record Mover * Alternatives to Bootstrap + Materialize + Pure CSS + Tailwind * Migrate to Bootstrap 5 🤕
Credits Cover photos by David Cleverley and Eduardo Drapier on Unsplash
Get in touch * voice@crm.audio * Nick Hayduk @Engineered_Code * George Doubinski @georgedude
In today's episode (technically, last year's) episode of Refresh the Cache, George and Nick talk to Dileep Singh, Principal Program Manager Lead for Power Pages. We discuss Gimli Glider, security, and growing with the product.
Acronyms casually dropped in the conversation
- MAU - Monthly Active Users
- IdP - Identity Provider
References
- Humble Pi: When Math Goes Wrong in the Real World: Parker, Matt: 9780593084687: Amazon.com: Books
- Microsoft Power Pages Community - Power Platform Community
- Power Pages Ideas · Community (microsoft.com)
Copyrights & licenses
Artwork by @dreamstudioai
The following music was used for this media project:
- Music: There It Is by Kevin MacLeod
- Free download: https://filmmusic.io/song/4519-there-it-is
- License (CC BY 4.0): https://filmmusic.io/standard-license
Get in touch
- voice@crm.audio
- Nick Hayduk @Engineered_Code
- George Doubinski @georgedude
- Dileep Singh @rulesrchange https://www.linkedin.com/in/rulesrchanged/
Long, long time ago, in the universe far away, Nick Doelman and Colin Vermeer had a dream of making a podcast about ~~ADX Portals~~, I mean ~~Dynamics 365 Portals~~, I mean ~~Power Apps portals~~, I mean Power Pages that would rival the entire Microsoft's media department. As often is the case, Microsoft decided to put an end to it by ~~buying out~~ hiring ~~the entire population of Canada~~ both. In this episode of Refresh the Cache we talk to Nick Doelman about his journey from a humble IT guy to MVP to a portal go-to trainer, and now ~~chief explainer~~ senior content developer on Microsoft docs team.
Why the move, how did it change the work/life balance, what did Nick do for Canada (unlike his football team) - those are just some of the things we talk about. We talk pretty much about everything except curling. Which is a shame if you ask me.
Get in touch
- voice@crm.audio
- Nick Hayduk @Engineered_Code
- George Doubinski @georgedude
- Nick Doelman @readyxrm
Artwork by @dreamstudioai
Long, long time ago, in the universe far away, Nick Doelman and Colin Vermeer had a dream of making a podcast about ~~ADX Portals~~, I mean ~~Dynamics 365 Portals~~, I mean ~~Power Apps portals~~, I mean Power Pages that would rival the entire Microsoft's media department. As often is the case, Microsoft decided to put an end to it by ~~buying out~~ hiring ~~the entire population of Canada~~ both. In this episode of Refresh the Cache we talk to Nick Doelman about his journey from a humble IT guy to MVP to a portal go-to trainer, and now ~~chief explainer~~ senior content developer on Microsoft docs team.
Why the move, how did it change the work/life balance, what did Nick do for Canada (unlike his football team) - those are just some of the things we talk about. We talk pretty much about everything except curling. Which is a shame if you ask me.
Get in touch
- voice@crm.audio
- Nick Hayduk @Engineered_Code
- George Doubinski @georgedude
- Nick Doelman @readyxrm
Artwork by @dreamstudioai
Daily logins are like daily gym visits: everyone says they do it every day, but reality begs to differ. Nick and George talk about new Power Pages licensing, monthly active users and more in episode 29 (or 2 in "After Nick Doelman" era).
https://powerpages.microsoft.com/pricing/
https://alexacrm.com/plugin
Get in touch
- voice@crm.audio
- Nick Hayduk @Engineered_Code
- George Doubinski @georgedude
Daily logins are like daily gym visits: everyone says they do it every day, but reality begs to differ. Nick and George talk about new Power Pages licensing, monthly active users and more in episode 29 (or 2 in "After Nick Doelman" era).
https://powerpages.microsoft.com/pricing/
https://alexacrm.com/plugin
Get in touch
- voice@crm.audio
- Nick Hayduk @Engineered_Code
- George Doubinski @georgedude
One of the Nicks is back but Doelman variety decided to take a pill and has gone to greener pastures of the mothership. To fill in the void of his large shoes, George "The Enabler" Doubinski has joined the crew and broken all-Canadian camaraderie. Both Nick & George are rusty after a long break, so the only hot topic of the day is "Who moved my cheese and is it still cheese?" aka "Power Pages" and "I can do Power Apps portals - do I still have a job?".
Also turns out, logins are like exercise - everyone says they want to and will do it daily but in reality...
Nick Hayduk @Engineered_Code
George Doubinski @georgedude
One of the Nicks is back but Doelman variety decided to take a pill and has gone to greener pastures of the mothership. To fill in the void of his large shoes, George "The Enabler" Doubinski has joined the crew and broken all-Canadian camaraderie. Both Nick & George are rusty after a long break, so the only hot topic of the day is "Who moved my cheese and is it still cheese?" aka "Power Pages" and "I can do Power Apps portals - do I still have a job?".
Also turns out, logins are like exercise - everyone says they want to and will do it daily but in reality...
Nick Hayduk @Engineered_Code
George Doubinski @georgedude
The Nick's are back after a brief break to bring you the news from the Power Platform 2022 release plans for Power Apps portals.
Nick Hayduk @Engineered_Code
Nick Doelman @readyxrm
The Nick's are back after a brief break to bring you the news from the Power Platform 2022 release plans for Power Apps portals.
Nick Hayduk @Engineered_Code
Nick Doelman @readyxrm
Details
In this CRM Audio podcast episode Elaiza Benitez talks to Luke Hopton based in Jersey, United Kingdom, and Matt Ngan based in Toronto, Canada. Elaiza, Luke and Matt previously worked for the same Microsoft Partner in New Zealand where Luke and Matt were CRM Developers. Since then, both of them have moved away from being Dynamics CRM developers and Elaiza talks to them about their decision and what they're doing now in their current roles. Elaiza also quizzes them to see how much they remember about Microsoft Dynamics CRM 4 as a developer.
Note: Elaiza refers to Dynamics 365 as Dynamics CRM in this podcast episode to avoid confusing Luke and Matt. When Luke and Matt were developers, it was called Dynamics CRM at the time.
What we talked about
Background to how Luke, Matt and I know each other.
Matt and Luke introduce themselves.
Matt worked for a product company in London that specialized in Wealth Management where Dynamics CRM was the platform and he now lives and works in Toronto for an HR software company that has nothing to do with Dynamics CRM.
Luke moved to a Senior .NET developer role before leaving New Zealand and then moved to London in 2015 where he joined two other product companies. Eventually he moved home to Jersey and is now a Solution Architect where he works with RegTech (Regulatory Technology) solutions – due diligence and KYC (Know your Customer) for Wealth Management companies.
The decisions Luke and Matt made to move away from being a Dynamics CRM Developer.
That last Dynamics CRM version Luke and Matt worked with was Dynamics CRM 2013, possibly Dynamics CRM 2015 for Matt.
Matt talks about the frameworks and tech he is using now.
Both Luke and Matt talk about applying what they've learnt in their time as Dynamics CRM Developers in their roles now.
What they use for source control now.
Matt talks about the differences in Application Lifecycle Management for product development compared to consultancy projects.
What Luke and Matt use for source control these days.
Who would be in their search results when Googling for issues experienced in Dynamics CRM and tools used.
Who showed Matt the ropes in being a Dynamics CRM developer - Rex Wessels, Sophie Khun-Hammond, Maryse Botros, David Brown mentioned.
Elaiza quizzes Luke and Matt on their knowledge of being a Dynamics CRM Developer
- Question 1 – Matt
- Question 2 – Luke
- Question 3 – Matt
- Question 4 – Luke
- Question 5 – Luke
- Question 6 – Luke
- Question 7 – No one
- Question 8 – Matt
What Luke and Matt miss about New Zealand.
On this episode, Elaiza Benitez takes over the CRM Audio podcast and brought Amey Holden and Matt Wittemann with her.
Elaiza, Amey, and Matt worked for Microsoft partners and have since made changes in their career. Elaiza and Amey went independent and Matt went to work for Microsoft.
We discuss the various career paths available with Microsoft Business Applications.
- Working for a Microsoft Partner
- Going independent
- Working for Microsoft
George, Shawn, and Joel are back with another podcast!
Topics discussed today:
- Release notes for Wave 2 2021 are out--do they matter?
- Joel is a Twitter quitter
- Multi-table (polymorphic) lookups--what are they good for
- Microsoft YouTube channel--why no comments?
- Joel and George got the Mac Mini M1
- Why does George need 64 GB of RAM
- Power Automate Desktop is now a standard feature in Windows 11 (and Joel thinks Microsoft is going to take over the RPA world)
- George uses n8n.io open-source automation alternative
- Independent Power Platform connectors are here--individuals and partners can now publish connectors to third party connectors and share them in the Power Apps, Power Automate, and Logic Apps connector library
In this episode of CRM Audio, George Doubinski and Joel Lindstrom discuss the business case for Dataverse for Teams. Who is it for and what does it mean for people who already have Dataverse and Dynamics 365?
In today's podcast, Joel Lindstrom and George Doubinski talk about Dataverse, the new name of Common Data Service.
Microsoft has also renamed some of the CDS components. Entities are now tables, Option Sets are now choices, and fields are not columns.
These new names may be confusing for long time platform users, but they move the platform to be more consistent with other platforms and will help makers moving from SharePoint to Dataverse, as the naming is now consistent.
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!
This week Jon Stypula from Dynamic Consulting joins CRM Audio to talk about the DynamicsCon virtual conference coming up on September 9-10.
Watch this episode on YouTube at https://youtu.be/lyL9dSO3wfc.
Find out how DynamicsCon is different than other Power Platform virtual events. Who is paying for it, and how the money will be spent.
- You can register for DynamicsCon at https://dynamicscon.com/
- Connect with Jon Stypula on LinkedIn: https://www.linkedin.com/in/jonstypula/
RPA is getting a lot of buzz these days, but what does it really mean?
Today Cody Erickson from Microsoft (and formerly Softmotive) joins CRM Audio, along with Joe (Flow Joe) Unwin, to discuss RPA:
- Why did Microsoft acquire Softmotive when they already had RPA?
- How can Power Automate customers use Softmotive RPA today?
- When should you use RPA (and when should you not use RPA?
- Setting proper expectations for RPA deployments
- Using RPA to empower users -Common RPA mistakes
Links:
- Cody Erickson on LinkedIn: https://www.linkedin.com/in/cody-erickson-b0663a74/
- Joe Unwin on Linkedin: https://www.linkedin.com/in/joeunwin
- CRM Audio Podcast: https://crm.audio
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
It’s been my observation that with a few notable exceptions, people in the Power Platform community primarily focus on Power Apps or on Power Automate. Lots of people will use both, but generally, people are more “app people” or “flow people.”
I don’t have a strong preference between the two, and I regularly use and enjoy both platforms, but I’ve had conversations with people in the community that say something along the following lines:
Flow Person: “I love Power Automate, but Power Apps (canvas apps) are confusing.”
Apps Person: “I can write canvas apps all day long but you need to be a developer to use Power Automate.”
I’ve also noticed that if you suggest a flow solution in the Power Apps forum or an app solution in the Power Automate forum at powerusers.microsoft.com, people will give you funny looks.
Intrigued by this phenomenon, I interviewed some of my friends in the Business Applications community to see what they thought was behind this divide. Why does one tool seem accessible and easy to some while difficult to others?
In today's podcast (and on Power Platform Tip Of The Day) George Doubinski and Joel Lindstrom explore this phenominon and what makes people gravitate toward Power Automate or Power Apps?
Last week at Microsoft Inspire, Microsoft announced DataFlex, a light version of Common Data Service that will be included with Microsoft Teams and make it easy to build low-code applications inside of Teams with simplified security. They also announced that CDS will be rebranded as DataFlex Pro.
Joel, George and Shawn discuss what this change means, along with the confusion over the name.
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New in preview, Microsoft has released a CRUD API for Power Apps Portals. Why do we need this when Common Data Service already has a web API? Hint: It's not for integration, it's for user experience. See the official documentation here: https://docs.microsoft.com/en-us/powe...
MVP's Shawn Tabor and Joel Lindstrom review the top announcements in the Power Platform and Dynamics 365 Release Notes Wave 2.
- Power Apps Portals
- PCF Controls
- Model-driven search enhancements
- Canvas pages
- Power Automate
- Power Virtual Agent
- Dynamics 365 Sales
- Dynamics 365 Marketing
- Customer Insights
- Dynamics 365 Service
Julie Yack joins CRM Audio today to talk about brain dumps, and why you should avoid them when studying for Microsoft certification exams.
Brain dumps are unauthorized copies of certification test questions and answers. If you use brain dumps you are violating the terms of your certification, and you are selling yourself short.
Julie talks about how Microsoft's certification and training options have improved over the years and how to prepare for certification the right way.
LInks:
- Microsoft Learn: https://learn.microsoft.com
- https://365.training
In this episode, Shawn is joined by Dian Taylor, Director – TMC for Business Apps with RSM US to talk all about Field Service Mobile! They talk about the key differences between the two apps (1st party Microsoft and the Microsoft Field Service Woodford based app), where there is a fit for both and what the future holds for the new Field Service Mobile app! Dian and Shawn also talk about the Dynamics Community and how they both love being a part of this great family.
Dian on Twitter:
https://twitter.com/d365goddess
Dian’s blog article on Field Service Mobile:
https://d365goddess.com/field-service-dynamics-365-mobile-app/
Dian’s blog article on Inventory Transfers using the Inventory Dashboard:
https://d365goddess.com/inventory-transfers-using-the-inventory-dashboard/
Shawn 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.
In this episode, Shawn & Sarah talk about the pandemic and how it has affected opportunities to present to the community.
Sarah discusses a virtual session she held at D365UG Focus on optimizing Customer Service implementations and the blog article that supports it:
https://sarahjelinek.com/2020/05/19/create-a-case-with-the-email-body-in-the-case-description-field-in-dynamics-365/
This is a special episode of CRM Audio with MVP's Gus Gonzalez, Neil Benson, and Joel Lindstrom. In this episode we dig into what the role of solution architect means and how it has changed in Power Platform projects with the shift to agile deployment methodologies.
This episode is being simultaneously released on their podcasts, the CRM MVP Podcast and Scrum Dynamics, and I encourage you to subscribe to both.
See full show notes at https://customery.com/50.
This episode is brought to you by Maplytics by Inogic. Today we are joined by return guest Sean McNellis, Principal PFE with Microsoft.
Topics in this episde
- Changes to the pfe PowerShell libraries and .Net Core
- Service protection throttles and the reason for them
- Tips for building future friendly code and limiting API calls
- Covid-19 driving digital transformation and decoupling things that have always been combined and driving low-code for business agility.
- Changes in the maker experience
This episode is brought to you by Maplytics by Inogic and D365UG.
This week we talk with Emma D'Arcy all about what it means to deal with Imposter Syndrome and how it does indeed get better! Shawn & Emma talk about their own struggles and how the Dynamics Community has helped them not only overcome, but flourish and help to elevate others. They also talk a little bit about cats...
Emma D'Arcy on Twitter: @tattooedcrmgirl
Emma's Imposter Syndrome session from Scottish Summit: https://www.youtube.com/watch?v=Dh9NaNsvDxE
Check out the video on YouTube: https://youtu.be/Txc9kMYnEAI
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/
In today's episode of ProdCast, (brought to you by Inogic), Matthew Anderson and Joel Lindstrom share their tips for working from home and review some recent updates to their favorite productivity tools, including on how PowerPoint can help improve your speaking skills through AI.
Discussed on the show:
- Uplift desks
- Jabra GN
- PowerPoint Coach
- To-Do "My Day" view
- Quickly create tasks from Outlook Web
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 Inogic. Check out their new Kanban visualization for Dynamics 365 and Power Platform.
Learning is important. Joel has started a bi-weekly LinkedIn newsletter about learning--why it is important to be a life-long learner, choosing a learning goal, and tools to help learning. On the podcast we discuss our learning goals. Matthew Anderson has also been pursuing certification, and he talks about his strategies for learning and test-taking.
Other topics in the episode:
- Smart pens: Neo Smart pen and Moleskine Pen +. https://www.amazon.com/smartpen-N2-Bluetooth-Digital-Smartphones/dp/B00ST8GT8W/ref=sr_1_4?keywords=Neo+smartpen&qid=1582039395&sr=8-4
- Edge collections: https://blogs.windows.com/msedgedev/2019/08/20/collections-now-available-microsoft-edge-preview/
- Microsoft certification poster that shows the intersection of all Microsoft certifications: http://aka.ms/TrainCertPoster
- Taking certification exams: how to read the questions and scenarios to optimizing finding the correct answers.
- Going to testing center vs. online proctored exams
Show notes:
[00:00:23] And Matthew. How are you doing day, Joel?
[00:00:27] I am excellent. Welcome to 2020.
[00:00:29] A little bit late in a little bit. Yeah, yeah. But we've been so productive we haven't had time for a podcast.
[00:00:36] Exactly. it's prioritization. And I think we both had that silent agreement that we have some things we're focused on right now.
[00:00:44] Well, actually, last week on my My Analytics for the first time I hit 42 percent of time for focus.
[00:00:53] Oh, congrats on that. I feel like I've graduated to new level.
[00:01:00] Yeah, I can say I have that much focused time scheduled. I am not hitting it, but I am getting more and more people to respect that time that I've got out there. So it's a it's a process. We'll say that.
[00:01:17] Right. So I've been putting a focus for 2020 on learning, trying to get some certifications as well as learn some other other things. I find that, you know, sometimes you get a little stale and you need to update your skill set, especially working with technology. You can do anything with learning in 2020.
[00:01:37] Yeah, absolutely. So the most recent certification I earned is the Azure A.I. Engineer Associate Certification.
[00:01:47] That's the A.I. 100. It was the exam. The core exam behind that one.
[00:01:53] So is this like super deep data science stuff for what is it?
[00:01:58] So it is a collection of cognitive services, including language, understanding and prediction, translation, and getting into machine learning pipelines. And how do you actually build and structure those services together to be able to meet the need for some sort of end user use case?
[00:02:22] Cool. So what what made you decide on that one versus all the other many things you could study?
[00:02:31] Yeah, so I had a stretch goal for myself around kind of getting outside of the business applications kind of silo within our product cloud, the different solution areas, I wanted to do something in Azure and I looked toward what are those things that are that I talk about the concept of in the biz app platform a lot, but I'd like to be able to go deeper and, you know, chat with folks about what's going on behind the scenes, talk intelligently around what some of those capabilities are and what really comes up a ton. Is these things around cognitive services and kind of improving those experiences using prediction automation around that. So it seemed like a really good fit. And then with the advent of the A.I. Builder Capabilities and power platform and some of what we have inside of customer insights and being able to make predictions about this kind of super set of information about customers, it just seemed like a really appropriate place to put some of that learning effort into.
[00:03:43] Definitely a hot area there. So how much time did you allocate to preparing for it?
[00:03:53] Yeah, so I have had this on my radar for about the last four and a half, maybe five months. I've been trying to go through some of the Microsoft learn capabilities or rather the learning paths that they have around that just to get familiar. But I really got serious about it when I put the I put my money where my mouth was and I scheduled the certification exam two months out. So it was mid-December. I made the decision to schedule it out for middle of February or rather early February. And just kind of use that as a way to pressure myself and really ratchet up the prep and training work that I was doing. And labs. Yeah.
[00:04:41] So that's that's key, I think. And I've been I've been writing a series of Linked-In articles about learning, because my focus has been on that since last year. I got the sales and customer service and marketing Dynamics 365 certifications and he first power platform certification. I didn't have to study at all for those because I've been doing it so long that I could just walk in and pass, maybe with just a cursory review, but the one I haven't had is field service because I just don't have as much experience with field service. I've dealt with it and worked with it. But I've never I've never taken the certification test on it before. So that was sure that was my goal. And my goal with this is just to broaden my reach outside of the normal projects that I work with. So with (the field service exam), that was kind of the first one I really had to study. And like you, I set myself a pretty aggressive goal of actually scheduling the exam. You put some teeth behind it. I've got people that are on my team or my mentor and they set a goal that “I want to get certified in xyz,” and then they never do it because they don't have a date. You got to have a date.
[00:05:59] What was going through my head the night before the exam, I was just panicking and saying I don't know if I'm actually ready. I went in and I was one click away from canceling the exam that I had for the next day. I didn't. Partially because I don't want to pay twenty two bucks to cancel this within the window. It's like five business days or something like that. You know what? I've done this much. I've put in the effort and I go take it even if I don't feel 100 percent ready. And I came out on the other side feeling pretty glad that I didn't spend the money to defer on something or I was going to pass it anyway.
[00:06:50] Right. I think when you take the more of those exams you take, you kind of recognize patterns. Not that taking more exams makes you more likely to pass another one, but it could. I've developed my own approach to taking a certification exam that helps me be more sure that I'm getting closer is the right answer. Doesn't always give me the right answer, but it gets me closer. I read the question backwards because the questions generally are set up with a scenario and a question. So the question is last and sometimes the scenario gives you extra details that you don't really need. So if you read the question, read it backwards. Read the bottom section to get the questioner and then look for the details in the scenario. You can be a lot more focused and avoid having the extra details throw you off. And then look at the scenario and then I look at the answers. And if it's not if I'm not really, really, really sure of which one's the right one, I start weeding out the distractors, and those are the ones that aren't right. And if you can weed out the ones that you know aren't right, then you have a 50/50 chance and then you can pretty much narrow down if you if you have a cursory knowledge of the topic.
[00:08:26] I have a variation on that approach that I use quite a bit. And I think that definitely that that concept of narrowing down the field of possible answers to what's important and also not getting hung up on a bunch of potentially extraneous information is really important. And that's consistent even on the exam that I just took here recently, as well as certainly some of the dynamics ones that I certainly know well, just given my history with the platform and most of those questions you can get rid of to maybe sometimes three and you barely have to read the whole range of what it's going to be.
[00:09:18] And the new ones have introduced case studies, which is sometimes a lot of text to then get to the questions. And that can be kind of intimidating. You have, you know, the scenario, the requirements, the details. You've got half a dozen different tabs on that thing. Then you have questions. Here's one thing I found is on the and this is this is for the what is it Pearson view or whatever Microsoft uses for the testing centers as well as the proctored exams. You can ctrl+f to search the text. That's a little tip I found to where if you have a question about “what should the sales managers do” and you go to the scenario, do a ctrl+f to search for “sales manager” and if you find it. That usually leads you to the answer or enough detail to get the answer.
[00:10:13] Yeah, that's a good one, I was not familiar that you could actually do that. Very cool.
[00:10:19] Do you go to the test center or do you do the the proctored exam at home?
[00:10:25] I am a firm believer in going to the test center. That is the way I like to do it. There is no worry of someone walking into the room. I don't have to have the anxiety that comes off like shining a camera around to show that I don't have any cheating materials or anything I'm going to cheat with. And it's just one less thing that I have to deal with. Also, it feels official. I can actually protect that time. I don't have a. Now I have to travel to physically get to the test center so I can tell people, no, I need to be done with this call at 9 o'clock because my exam starts at 9:30 and I have to physically leave and get there. And I like having that little bit of buffer. How about you?
[00:11:15] I am the opposite. I do all my exam as online proctored exams, and a year ago when they first started doing it, it was kind of rough because you'd have to have a webcam to show all around the room. They've changed a little bit now where you they text you a little app or a Web page on your phone and you just take pictures of what you're facing, what's behind you. I've got to unplug my my external monitor and flip it around.
[00:11:44] But generally, that goes that goes very well. I lock my door. I do it from my house so I don't have co-workers walking in if my wife or kids are home. I make them swear that they will not try and get in the room because otherwise I'll fail. And maybe in Minnesota you have really nice testing centers. Frankly, the ones around me are all like dumps with computers that are 10 years old with desks that are falling apart.
[00:12:16] And I've had technical problems going to my local test center, so I think I trust it more doing it from home. And I get more flexibility. Like I have a meeting cancelled tomorrow. I'm going to take a take a certification exam and have more flexibility than when I do a testing center, usually it seems to only have availability a week out..
[00:12:39] Yeah, I'm I'm definitely scheduling mine more in advance, so that part's not an issue. Pearson is headquartered in Minnesota. So we have a million testing centers around here. There there's one that’s a ten minute drive from my house. Then I'm going to be moving soon, and the place I'm moving to there's a testing center one mile from the house. You know, I can walk there in under 20 minutes if I really needed to. And like all of them they have been reasonably nice.
[00:13:12] I mean, it's not crazy. You know, hardware quality of the machines that I'm on, but they've physically worked.
[00:13:19] The only argument or complaint that I have is I did try to take my customer service exam, which I just for whatever reason, hadn't taken previously. And this was in mid-January. And there was the threat, the threat of snow in Minnesota. Now, it hadn't actually started snowing yet.
[00:13:40] So that's like every day in the winter, right?
[00:13:43] Right. They were concerned that there was going to be snow later in the day. So they canceled at 8:00 in the morning. All the exams that they had. Now, my exam was scheduled for 9:00 a.m. I showed up at 8:45. They said, sorry, it's been canceled. You know, it's supposedly you get, I don't know, 210 minutes or something like that. Ridiculous amount of time for that exam at least.
[00:14:07] I'd never personally taken that long just because I have worked with the material so long. So I literally would have been out there out of there, even if I took that full time, by noon. Not a flake of snow fell from the sky until about 2:00 in the afternoon. I was just I was very, very frustrated with that. That was the biggest chink in the armor for going to an actual testing center.
[00:14:42] And people like Shawn Taber have this elaborate routine where he goes to the same Starbucks before he takes his exam and feels like if he doesn't do this he will fail. I don’t have this routine myself, I schedule and just jump in and take it.
[00:14:58] Sure. So I don't quite have that rigorous of a of a series of things I have to go through. It's not that regimented. I have a couple of different test centers I go to. I try to make it there about 15 minutes early. But beyond that, I just focus that energy on knowing the material and having that carry me through.
[00:15:21] Right. So the series I'm writing on LinkedIn has been a departure from the normal kind of content that I usually write. But it's been kind of an experiment because I got in on a preview of a new LinkedIn feature called newsletters. I like it because it's basically articles that are grouped into a series and people can subscribe to the series of articles. And currently I'm limited to just one newsletter, but I can see once this gets released then that I will probably have newsletters on different topics. And the really cool thing is I have people following the series that don't follow me or aren't connected to me. So it seems to have a little bit more of a life than just writing individual articles or LinkedIn posts. I created both like a WordPress blog and the LinkedIn articles. And by far, the LinkedIn newsletter is getting more traction than the blog version. So I really like that new feature of LinkedIn.
[00:16:31] Yeah, it's been great. I. As soon as I saw Joel Lindstrom is starting a newsletter, I said, oh, give it away. I'll try that out. See what it's all about. And yet I've continued reading.
[00:16:42] I don't know when they're going to release it as more of a general feature, but I would imagine it's coming soon. Once they do, I think you'll really like it. I think the problem with articles is they've just been kind of one off things. They have good findability because you can find them through Google and other places. But, you know, it seems like this is the missing piece to make articles a little bit more sticky.
[00:17:09] Yeah. If you have a topic where you have some authority or want to be able to communicate a lot without just doing a novel in a single post. It gives a way to be able to chunk that out and get good feedback from people, because when you are managing your own blog and that type of thing, you know how many people are going and leaving meaningful comments or interacting or sharing their views. If it's within LinkedIn and doing that, I think it will be a pretty cool feature. I'll take advantage of it once it is a little more prime time.
[00:17:50] So you mentioned you're moving. Where and why are you moving, Matthew?
[00:17:54] So I am moving within Minnesota. This is not weather driven. Actually, it will only be about a 10, 15 minute drive from where we are now.
[00:18:10] But so my kids are going to be in school age, coming up in the near future here. And we wanted to try to think through where do we want to be for them to go through all of their schooling and hopefully, depending on what happens, not have to move because of you need to go to a different school or not thinking that that far ahead. So we started the search. It was about eight months ago at this point that we started casually looking with a timeline of within the next couple of years, we want to try to move in. Sure enough, we found one that we were really excited about, with a good school district that we're excited about there. And a little more space. We like what we have. But as the kids start to get and a little bit more space to themselves, it'll give them that that space that they need.
[00:19:17] Great. I'm going to bring back a feature that we haven't done for for a while, which is “is that productive.”
[00:19:34] So for today's is that productive, I'm going to review my smart pen. This is something I have been using for over a year. I intentionally wanted to live with it for a while before I reviewed it. We have talked about Evernote and OneNote, and we have talked about physically writing your journal versus electronic notes. The idea of a smart pen is the merging of the two: a physical pen that can easily be transitioned into digital notes. So the pen that I started with is the Neo Smartpen N2, which is a pen that uses a specially coated paper. You can buy notebooks, such as the Moleskin notebooks, the ones that look a little bulbous, the paper sticks a little bit. It works with them. And the idea is you take notes like you would normally take notes, but you can sync those notes to your phone, to your computer, to your iPad, to almost any device. It will sync and OCR your notes. You can sync directly to OneNote or Evernote. And it's something that I found pretty indispensable. And I said my original pen because I broke my original path. I somehow damaged the sensor.
[00:21:04] I think I pushed the pen part too far in or something. And so I had to replace it because it actually got in 2018, it was out of warranty. So there's also the Moleskine version, which is the Pen+, which is basically the Neo Smatpen N2 and branded Moleskin. They're shaped a little bit differently. The N2 is more rounded where the Moleskin is kind of flatter. They have the same technology in them. But I find the Moleskine version feels better to hold In some ways, but either one are not are not bad.
And I had terrible handwriting. One of my goals has been, over the last year and a half, to improve my handwriting. And I've been successful with that. But it successfully transcribes my handwriting.
I'll give you a for instance, I was in a meeting where we were doing discovery and then transitioning the notes into user stories into Azure DevOps. So I intentionally just wrote in my Moleskine with Moleskine Pen + notebook rather than typing them into my computer. Then I was able to very quickly sync my notes, take the text transcrption, wordsmith it, and then copy and paste it into stories.
[00:22:26] And it it went very quickly. So I find it I find it extremely effective. Not every note I want to keep, but it's kind of per page I can choose. There's als a little checkbox. If you want email the notes to somebody, you can just check it. And when you sync with the app, it will email it. And what I find very useful about it is I can go into meeting and don't have to fire my laptop. I can be writing in my notebook and it saves me a ton of time transitioning that into OneNote, sharing the notes with other people, or taking an OCR of the notes. There are other things like the Rocket Notebook, where you use a regular notebook with specially designed paper to scan it with the phone. I find that the smart pen is better and there's other smart pens like I think there's one called the live scribe or something. I haven't tried those. But as for the Neo N2 or the Moleskine Pen +, which is basically N2, I would say that for me it is productive and saves me a ton of time.
[00:23:32] All right. Well, that's cool. I don't know. I mean, I still like my pen and paper for both journaling and for planning. And I'll call it more limited note taking. And my go to is still the Office Lens app to be able to pull that in, push directly into a OneNote notebook. And I can choose from either my work or my personal one notes or drop it into PDF or any of those kind of things. So that's that's still my go to I haven't graduated to trying that digital pen.
[00:24:13] Right. When (the digital pen) syncs, I don't know how it does it, but if I have a red notebook and a black notebook and if I write in the red notebook and I write in the black notebook, it knows which notebook that I'm I'm writing it in. So I don't have to deal with each page necessarily. I can just sync the pen. I've actually got three or four different notebooks, one to use for more of a journal, one I use for just personal to do type things, and one I use for meeting notes, And it keeps them separate. So you could you could do the same thing with Office Lens or whatever. So I’m not saying you have to use a digital pen. I'm just saying for me, it's very productive.
[00:25:03] The pen and multi notebook combo. Exactly.
[00:25:09] So kind of kind of related to that. Have you tried the collection feature in the chromium Edge Dev?
[00:25:19] So I have not tried that yet.
[00:25:21] I did write about that in one of my articles on my learning series, and it is something I find to be a very useful learning tool. Specifically, you can have multiple collections, you can drag and drop text and images. It's basically like the clip to OneNote, but having it in the browser and being able to build the collection, and then you can send the whole collection to OneNote or whatever you want to.
[00:25:45] I found that useful, especially for learning, because you go through Microsoft Learn, or whatever learning content you want and just grab these snippets, put them in the collections, arrange it the way you want to, and then copy that to OneNote. It could be from different pages versus sending each snippet to one note. It's kind of easier to arrange it the way you want and build the build the collection, then send it somewhere.
[00:26:14] Sure. Now, as you're using that, are you finding that you get stuff that's like partially done in transition, sitting in that collection and hot? How do you not have orphaned content that sits out in those collections?
[00:26:32] I don’t have orphaned content. For example, when I'm studying for my field service exam, I have a collection for resource scheduling. So as I go through the multiple articles about resource scheduling, I'm grabbing sections or lists, such as the statuses of work items, because I know that's probably going to be on the exam.
[00:27:00] And then there's a diagram of the stages of work and I'll drag that over. And so then you can rearrange those pieces, drag them up, drag them down, delete them, whatever. What I'm building is kind of a study sheet that has all that detail that I want to remember on it.
[00:27:24] Got it. OK.
[00:27:25] And it's live. So if you have part of a Web site on there, you can click on it to go directly to that section of the webpage. Right in the browser.
[00:27:37] Yeah, I do like that concept, though, I feel I would have to try it, but I would still be worried that it would be one other thing to manage. I'd be trying to think back to where is that content stored, and I won't necessarily remember it was part of my learning that I was doing there. I'll try to go search one note. It's not there. It's one where I think I'd have to get hands on to figure out what the actual workflow would look like for me. That’s not a judgment, good or bad. I just can't see how that's going to land. Or I've maybe tried too many of those things and thought “oh, this is going to be great.” But it turns out it's just one more place to have to go look for something later.
[00:28:25] I don't think I'd make it my permanent home for anything. That's not what I did. I used it when I'm in a session learning things and collecting pieces about them. But I then moved it to OneNote.
[00:28:38] Yeah. And that's like a staging area.
[00:28:41] But also, I was recently researching mattresses, for example, and going to different pages that had different models and pages like Consumer Reports. Besides learning, I found Collections to be very helpful when compiling research amongst different pages for something you want to purchase as a way to collect all that information arranged the way you want. Maybe you're not keeping it permanently, it might just be for that specific focused time, then delete the collection. But I think if I was going to keep it in perpetuity and come back in and be able to find it a year from now, I would agree with you. I wouldn't keep it there permanently.
[00:29:27] Yeah. So it's important then to have that habit of actually moving it somewhere if you want to be able to get it, get it later. Otherwise, you have that challenge of one more place of contact. So either stick a fork in it because it's done or move it forward to a more permanent repository.
[00:29:45] The thing about me and taking notes. They're not so much for perpetuity. I have very few notebooks that I need to keep for long term.
This episode is brought to you by Maplytics by Inogic and D365UG.
This week we are re-joined by MVP Sukrut Parab and Sr. Architect Satish Panwar to talk about what you need to know about ALM best practices for a Dynamics 365 F&O deployment.
- Phases of ALM
- Why you need to use a good ALM process
- Manual vs. automated deployments
- Automated testing
- Can ALM work with other systems than DevOps?
- Common mistakes
- Common environment and deployment strategies
Useful links:
- Build and Test Automation -https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/perf-test/continuous-build-test-automation
- Sys Test Framework -https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/perf-test/testing-validation
- Azure dev ops Auto upload of package - https://community.dynamics.com/365/financeandoperations/b/newdynamicsax/posts/first-azure-devops-task-released
- Azure dev ops task to deploy code - https://community.dynamics.com/365/financeandoperations/b/newdynamicsax/posts/azure-devops-task-to-deploy-code
- Version control - https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/dev-tools/version-control-metadata-navigation
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
It's the final Power Platform Brief of 2019. Bringing updates on Microsoft's Power Platform including connectors for components, improved unified interface, Teams domination and an interview with Yesflow co-founder Scott Millwood.
This episode is brought to you by D365UG.
View this episode on YouTube:
https://www.youtube.com/watch?v=WvCOYh7A1QE&feature=youtu.be
It's the end of 2019, and we are having a party, with Jim Novak, Julie Yack, Nick Doelman, Lisa Crosbie, George Doubinski, Shawn Tabor, Antti Pajunen, David Yack, Elaiza Benitez, Kylie Kiser, Sarah Jelinek, Emma D'Arcy, and Joel Lindstrom.
We review 2019 in business applications, talk about the highlights of the year and make predictions about next year. Plus, a special performance of the Twelve Days of Bizapps Christmas!
Have a great holiday break and we look forward to more podcasts in 2020!
This episode is brought to you by D365UG.
Today we have a F&O focused episode with MVP Sukrut Parab and Sr. Architect Satish Panwar
Discussed in this episode:
- How the F&O update process works
- Delaying updates
- Managing updates during a deployment
- Feature Management Workspace
- Dual Write
- Printing enhancements in F&O
Links:
Sukrut Parab
- https://www.linkedin.com/in/sukrut-parab-534ba1a/
- https://community.dynamics.com/365/financeandoperations/b/365operationswithsukrut
Satish Panwar
- https://www.linkedin.com/in/satish-panwar-3a79863/
- https://community.dynamics.com/365/financeandoperations/b/365fobyspanwar
We're back! The Power Platform Daily Brief is now just the Power Platform Brief. We'll continue to focus on the news and updates related to all thing Microsoft Power Platform and we're still talking to the interesting people who make this community great.
In this episode, we discuss the death of Talent, new connectors, Unified Interface scheduling and we talk to John Gravely about his new business, SalesSpark.
Time for another personal productivity and effectiveness podcast (brought to you by Maplytics by Inogic), and the goal of this episode is “limit your WIP (work in progress). With due credit to Personal Kanban, WIP is a concept from Kanban that refers to the number of things that you are working on at any one time. In your personal life, it can be easy to say yes to too many things and overestimate your capacity. This can increase your stress level and make you ineffective, and result in poor quality output.
This ties into re-evaluating what you are currently doing, as your priorities may change over time. Something that is low value now might be higher value tomorrow. This is one of the reasons we have changed our focus and release cadence at CRM Audio—by reducing the number of series and episodes we are producing, we can hopefully increase quality and value of the output.
We also discuss some of the latest updates to some of our favorite productivity tools. OneNote desktop is back from the dead, and Matthew is excited about the Microsoft Fluid Framework and its promise of making office documents and applications work better together.
We have discussed Microsoft MyAnalytics and how it can help you quantify how you are spending your work time by analyzing the digital dust of your meetings, emails, and conversations. But if you haven’t checked it out for a while, it has become significantly more useful—it will now proactively discuss focus time and block it off on your calendar, help you plan for upcoming meetings and see how what percentage of attendees have accepted and if you forgot to insert a web meeting link, and will block off time on your calendar to prepare for meetings or review documents that have been sent to you.
We end with a review of one of our most frequently used tools, Snagit from TechSmith. You know how great it is for making screenshots, but did you know that you can also use it to record video screencasts? And that it is easy to take high quality screenshots from your video?
In today's episode (brought to you by Maplytics by Inogic), we are joined by Sean McNellis, Principal Premier Field Engineer at Microsoft. Sean has worked for Microsoft since the release of CRM 1.0, and in this episode, Shawn talks about proven practices that he is using with enterprise customers.
Topics discussed in this episode:
What is a PFE
How has Sean's job changed with the move to the cloud?
The impact of canvas apps and Power Automate flows on enterprise customers
Why you need a Center of Excellence (COE) for business applications success
Modern integration patterns
Simplifying integrations with Azure Service Bus
Reliability with Azure Service Bus
Traffic Manager vs. plugin
Best practices vs proven practices
Managed vs unmanaged solutions
How unmanaged solutions are like water damage
CI/CD and process automation
Sean's Powershell libraries and PowerShell cmdlets
Why you need to use Application Users
Dealing with API limits
Links:
- CRM in the field blog: https://aka.ms/crminthefield
- Is it worth the time to automate: https://imgs.xkcd.com/comics/is_it_worth_the_time.png
- Sean McNellis on GitHub: https://github.com/seanmcne
- Twitter: https://twitter.com/seanmcne
This episode is brought to you by Power Platform UG.
Microsoft is giving away Surface earbuds to one lucky listener–register at https://aka.ms/PodcastSweepstakes for your chance to win.
This is our last episode from Microsoft Ignite 2019, and today we talk with Vivek Bavishi (That API Guy) about what it means to be a #PowerAddict and best practices for development of Power Apps.
Topics discussed on the show:
- What is the story behind #PowerAddicts
- Are there any requirements to be a #PowerAddict?
- Does Vivek have a developer background?
- Learning how to work with api’s and how he became That API guy
- How Power Platform can change your career
- Does using Power Platform in your day job reduce the desire to work on Power Apps on nights and weekends?
- What Power Apps does Vivek use himself every day?
- When should you use CDS in your Power Apps?
- Limitations in CDS connector
- Does Vivek focus more on Power Apps or Power Automate?
- Should you start learning the Power Platform with Power Apps or Power Automate?
- Experimental, preview, and GA: which features should you use in production deployments?
- Power Virtual Agent
- How do you make Power Apps performant?
- Working with delegation
- Working with multiple personas in a canvas app
- Does Vivek put his canvas apps and flows in solutions?
- Monthly Power Addict hangouts
This is our second episode recorded at the Microsoft Ignite podcast center. Today's guest is Stephen Siciliano, Principal Group PM for Power Automate. MVP Jerry Weinstock also joins us to discuss his white paper "A guide to building enterprise-ready flows."
During Ignite 2019, Microsoft announced the rebranding of Microsoft Flow as Power Automate. During this episode, we delve into the rebranding of the platform and some best practices for Power Automate flows.
Reminder: Microsoft is giving away Surface earbuds to one lucky listener–register at https://aka.ms/PodcastSweepstakes for your chance to win.
This episode is brought to you by Maplytics by Inogic.
Show notes:
What is Power Automate?
Power Automate in one sense is a new name for what we know and love as Microsoft Flow. We decided that now was the perfect time to make it part of the Power family, along with Power Apps, Power BI, and Power Virtual Agent.
What was the thought process behind the name change?
Another factor driving the change was the introduction of Robotic Process Automation. With RPA you can now build automation that uses the user interface of applications to be able to automate them. So you can write data to them, read data from them, and simulate mouse clicks. There are a bunch of applications out there that don’t have any api—even with custom connectors, you have to have some kind of rest api to be able to work with something. Our goal with the new UI flow capability is to open the door to anything that you can do on your PC you can now automate with power automate.
The way that RPA works is you have to directly interact with the UI. There are two types of RPA, one is attended RPA. That means somebody is actually sitting at the computer and has the UI in front of them and presses a button and it pulls the data from the application, the other type of RPA is called on attended RPA, which runs somewhere else without a human interacting with it. The best place to run that is in an Azure VM. For on attended RPA, you need to make sure that the automation does not depend on any type of human interaction, including things like login, getting credentials, handling error handling, for example you might have a dialog box pop up. The benefit of unattended RPA is you can scale it and have multiple operations happening in parallel.
How do you manage performance with RPA?
When you record a UI Flow, you record everything, including delays waiting for things to pop up and for jobs to complete, and you can adjust the amount of time that it takes. Say you have it save a file, and sometimes it takes twice as long, we have built-in retries, so if the dialog hasn’t appeared yet we will keep retrying to look for that control for some period of time until it pops up. You need to make sure that as you are building your flows you are testing them across a variety of file sizes and data types to make sure that it works, so that when it takes longer the retry policy will catch it, otherwise you may find yourself in a situation where your process times out and fails.
Will there be an RPA custom connector?
Today we support two types of technology: for Windows applications, we use the UI automation framework that is included in modern versions of Windows and is the same framework that all of the accessibility features in Windows use. As long as the application supports the UI automation APIs, we can automate it.
For web applications, we use a framework called Selenium, which is a very common web automation framework. As long as your web app is scriptable via Selenium, that works as well.
There are some applications that don’t work with the Windows UI automation framework and are not web-based. For those applications today we don’t do a very good job of handling automation for them. For example, if you hover over Java-based application, you will get a warning that we don’t support this application yet. Over the next few months we are going to add a few more application types that we can support, and someday even having a custom connector equivalent where we can have our own custom application type is something we’ve thought about, but we think that the UI automation framework and Selenium will cover the majority of applications, and what we are looking at doing is leverage Computer Vision to provide automation, even if there is no API at all.
How will this help on-premises customers?
The Power Automate service runs in the cloud, but with the on-premise data gateway, which we have had for almost five years, you can connect to anything running on-premise, and the UI flow itself executes locally on the machine. So theoretically, if you have a long-running process, you could unplug the ethernet cable while the process is running and if you plug it in again before the process finishes, it will just work. We don’t support offline yet where I could queue things up and send them down to the machine and replay them later, but that’s another thing that we are looking at in the future.
Do we still say we are building “flows?”
Absolutely—“flow” is like the parent class, the base for everything. The core thing is a flow. There are different types of flows:
- Business Process Flows, which come from Dynamics 365
- UI Flows, which are the newest type of flow
- Automated Flows, which have been part of the Microsoft Flow product since the beginning
You use Power Automate to create flows.
What does this mean for Logic Apps? Any plans to bring RPA functionality to Logic Apps?
Not exactly—even before these announcements we had functionality in Flow that was not in Logic Apps. Business Process Flow and building on CDS solutions are some examples. We are going to continue to invest in types of flows that are not the automated flows, which are the Logic Apps equivalents. As we continue to invest in Business Process Flow and UI Flow, these are additional types of abstractions that continue to build on top of that layer, and these won’t necessarily be brought back into the Logic Apps code base.
Other topics discussed in this episode:
- Plans for synchronous/real-time flow
- Plans for improvements to connector documentation
- Why can’t I run a Flow when a row is added to Excel?
- When will the Dynamics 365 connector go away?
- Improved documentation for using actions in flow
- Managing order of operations with multiple flows
- Should you put your flows in a solution?
- Should you use nested conditions?
- Calling solution based flows from a canvas app
- Best practices for enterprise flow
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.
In this episode, I announce some changes going on at CRM Audio and share my thoughts on self-service license purchase options for the Power Platform. This episode is brought to you by Maplytics by Inogic.
Microsoft recently posted a notification in the Microsoft 365 Message Center this week notifying customers that starting in mid-November, end users would be able to start purchasing licenses directly without Administrator approval.
This has resulted in the typical doomsday reaction by some people in the community. It seems like whenever Microsoft announces some change to the way that software is sold or licensed, somebody will be outraged. This speaks to the breath of Microsoft’s customer bases, and you can’t always make everybody happy.
Predictions are made that CIO’s won’t trust the platform and won’t use it. Yet, based on Microsoft’s latest financial numbers, they are doing something right and the sky is not falling.
I think that, like usual, this outrage is overblown, some arising from misunderstanding what is happening, and some from people who work for very large enterprises not recognizing that the majority of companies' environments are not like theirs.
The Power Platform is just that—a platform. Saying that end users can buy their own licenses does not mean that they can buy access to data—it means that they can buy licenses—using their own money—to build their own apps, flows, and reports. It doesn’t give them the ability to bypass any corporate data governance.
So here is why I think that self-service license options are nothing to fear:
- Users can do it anyway. Even before the self-service option is introduced, if an employee or department wants to build PowerApps or use Power BI, they can buy their own licenses outside of your tenant. With the self-service option, at least you get visibility for who is using Power Platform and your data and access policies still apply. Also, many Office 365 services and add-ons can be purchased and used without admin approval today, so what is the difference?
- Users can do it with most competing systems. Slack, Salesforce, and Lucidchart grew to what they are today by selling their services directly to individuals and departments without corporate approval. In many companies, these grew to be corporate standards based on the number of people in the organization that were using them. Saying that CIO’s will not use Power Platform because they offer self-service license purchases is a fallacy because what alternative are they going to use that doesn’t also allow self-service license purchases without administrator approval? Why should Microsoft be held to a different standard than equivalent services?
- You still maintain control—DLP rules determine what connectors can be used in end-users’ apps and flows, security roles in SharePoint and CDS grant or block what records they can access and actions they can perform in corporate systems, and Active Directory SSO limits where users can log in to Power Platform apps and services. Plus you have full visibility for who have purchased licenses and what they are doing with them. And most importantly, just because an end-user buys a license, that doesn’t give them access to your precious corporate data. How is someone buying a license and building an app with their own data any different than someone doing the same thing with an Excel spreadsheet? If your organization has a policy against people buying their own licenses to build apps, you can see who is doing this and go knock them in the head or cut off their access to the other services.
Based on these reasons, I feel this is nothing to worry about. Would it have been better to give the option to disable self-service license purchases? Maybe. Will some admin somewhere not know about this and have users build ninja IT? Likely. Is it reasonable to say Microsoft shouldn’t do this when it would put them at a competitive disadvantage in many situations? Absolutely not.
This episode is brought to you by mscrm-addons.
Microsoft Ignite 2019 is two weeks away, and Anna Chu from Microsoft joins us to share the excitement.
As Microsoft 365 Product Marketing Manager, Anna is responsible for working across the Microsoft Tech Community and MVP communities to engage with the IT Pro audience. This involves driving partnerships between engineering and marketing that influence product roadmaps and leading community strategy to enable best practice sharing between customers – in turn facilitating a natural feedback loop between the people who build Microsoft Office products and services and the people who implement them. She is also the Community Strategy Lead for major Microsoft events such as Microsoft Ignite and Microsoft Ignite | The Tour.
Discussed in this episode:
- Demographics of Ignite attendees
- Unconferences
- Strategy for selecting sessions
- What's new this year and how the keynote will be different
- What to expect at Microsoft Ignite | The Tour
Can't attend Ignite in person? You can still make a schedule and watch sessions via live stream when they happen at https://www.microsoft.com/en-us/ignite. This year you can also interact with presenters and submit questions.
This episode is brought to you by mscrm-addons.com.
Tony Stein from Dynamics Communities joins us to talk about what you can expect from next week's user group summit.
- Extreme365
- Power Platform user Group
- Dynamics 365 User group
- Silent disco
- All star awards
- Changes from last year
Music: Ben Vollmer Song
This episode is brought to you by Maplytics by Inogic.
Next week is User Group Summit 2019, and to help get ready we have Nick Doelman, Darly LaBar, Jonas Rapp, Jim Novak, and Sara Lagerquist join Joel Lindstrom and George Doubinski to talk about their sessions. Even if you aren't attending the conference, you will learn something from this episode, as each panelist shares some of the tips that they are going to present in their sessions.
Sessions mentioned on this episode:
- Unit Testing for C# Dynamics 365 CE/CRM/CDS Developers (https://www.eventscribe.com/2019/summit-orlando/fsPopup.asp?Mode=presInfo&PresentationID=566088)
Monday, October 14
8:00 AM – 5:00 - PMDEV07 - Creating a Plugin With Unit Tests From Scratch (https://www.eventscribe.com/2019/summit-orlando/fsPopup.asp?Mode=presInfo&PresentationID=583252)
Thursday, October 17
9:30 AM – 10:30 - AMDEV09 - Ask the Experts, CRM Developer Edition! (https://www.eventscribe.com/2019/summit-orlando/fsPopup.asp?Mode=presInfo&PresentationID=583254)
Thursday, October 17
4:15 PM – 5:15 - PMADM23 - Top 10 Free Tools for CRM Admins and Functional Consultants (https://www.eventscribe.com/2019/summit-orlando/fsPopup.asp?Mode=presInfo&PresentationID=583255)
Friday, October 18
1:15 PM – 2:15 - PMUI10 - Deep Dive into Model Driven Forms JS for Non Developers(https://www.eventscribe.com/2019/summit-orlando/fsPopup.asp?Mode=presInfo&PresentationID=583253)
Friday, October 18
2:30 PM – 3:30 PM - DEV03 - Developing XrmToolBox Tools https://www.eventscribe.com/2019/summit-orlando/fsPopup.asp?embedded=true&pfp=D365CEcrm&Mode=presInfo&PresentationID=583336
- DEV08 - Working With Liquid Templates in Dynamics Portals https://www.eventscribe.com/2019/summit-orlando/fsPopup.asp?embedded=true&pfp=D365CEcrm&Mode=presInfo&PresentationID=583335
- PP11 - Building Canvas Apps - Time to Jump on the Bandwagon https://www.eventscribe.com/2019/summit-orlando/fsPopup.asp?Mode=presInfo&PresentationID=583381
- NAAP06 - 5 Steps to Create PowerApps for Any Device https://www.eventscribe.com/2019/summit-orlando/fsPopup.asp?Mode=presInfo&PresentationID=583382
- EXCE03 - Let's Build an XrmToolBox Tool! https://www.eventscribe.com/2019/summit-orlando/fsPopup.asp?Mode=presInfo&PresentationID=583380
- DEV07 - Creating a Plugin With Unit Tests From Scratch https://www.eventscribe.com/2019/summit-orlando/fsPopup.asp?Mode=presInfo&PresentationID=583252
- ADM15 - Improve Your Dynamics 365 Data Quality With a PowerApp https://cdmcd.co/Rz6Z4
- UI04 - Tips to Help Drive an Aggressive CRM Roadmap at Your Organization https://cdmcd.co/baqKJ
Music: Ben Vollmer Song
This episode is brought to you by ClickLearn.
In this episode:
- Dynamics 365 Marketing Wave 2: https://cloudblogs.microsoft.com/dynamics365/it/2019/10/04/the-dynamics-365-marketing-2019-release-wave-2-update-is-rolling-out-starting-now/
- The recordings from Power Platform 24 are now all available to watch online. You can see them at https://365.training/Courses/Detail/power24
- Microsoft last week published updated details about the new api limits. https://docs.microsoft.com/en-us/power-platform/admin/api-request-limits-allocations
- One week until user group summit www.na.usergroupsummit.com
- Power Apps component framework is now generally available https://powerapps.microsoft.com/en-us/blog/announcing-the-general-availability-of-the-powerapps-component-framework-for-model-driven-applications-and-powerapps-cli/
- Microsoft has released some of its internal PowerApps as the Employee Experience starter kit. https://powerapps.microsoft.com/en-us/blog/powerapps-employee-experience-starter-kit/
Music: www.purple-planet.com
This episode is brought to you by Maplytics by Inogic.
Mark & Iain talk about their recent visit to DynamicsPower Dublin! With a rundown on the sessions, Mark talks about his recent run on the PowerPlatform24 event and we cap it off with the new Surface Gadgets.
Remember that user group summit is coming up in Orlando October 15-18. Register now.
This episode is brought to you by KingswaySoft.
In today's Power Platform Daily Brief:
- Mary Jo Foley: Microsoft to add more AI-infused apps and features to Dynamics 365.
- Issues fixed in service update 86 (coming Oct 3)
- New connectors for the Power Platform
- New courses and learning paths on Microsoft learn https://docs.microsoft.com/en-us/learn/?
Music: www.purple-planet.com
This episode is brought to you by Maplytics by Inogic.
Jon Levesque, Microsoft Flow evangelist, joins us today to talk about how to demo Flow. You know Flow is awesome, so you want to demo it at conferences and user group meetings--what are some of Jon's tricks for successfully demoing Microsoft Flow?
Topics in this episode:
- CDS connector--should you demo the CDS connector or the CDS current environment connector?
- Should you give your audience a copy of the Flow
- Best way to demo scheduled Flows
- Demoing approval Flows as different personas
- Demoing Flow mobile on unreliable conference wifi
- How demoing Flow is like a cooking show
Plus how you can use Microsoft Flow to prank your friends.
This is the Power Platform Daily Brief for Sept 23 (brought to you by D365ug).
Show notes/Transcript:
News on the data flows—Common Data Service data integrations have been renamed Data flows
"This month we’re introducing an enhancement that allows creation of Dataflows containing only Analytical entities. This option can be selected within the “New dataflow” screen.
Analytical dataflows allow free-form entities to be created, but also provide built-in experiences for harmonizing those entities into standard Common Data Model entity schemas, using the “Map to standard entity” dialog accessible from the Power Query Editor. Dataflow entities are also stored in CDM Folders within Azure Data Lake, allowing integration with other Azure Data and AI services, analytics and insights scenarios."
This update also adds support for new data connections like PDF files, Teradata, MySQL, and new data transformations.
https://powerapps.microsoft.com/en-us/blog/whats-new-in-dataflows-and-data-integration-september-2019/
PowerApps checker now includes app checker results for canvas apps in the solution. The App checker lists any formula errors, accessibility warnings and now also performance optimization tips
https://powerapps.microsoft.com/en-us/blog/powerapps-checker-now-includes-app-checker-results-for-canvas-apps-in-solutions/
I had a positive experience on Friday—I found I could add existing flows to a solution. The flows outside of solutions area has been there for a while, but the ability to add existing flows to solutions hasn’t worked yet, but it does now.
Let’s take a look at some of the new connectors for the Power Platform:
- SerwerSMS
- Azure Monitor: Connect to your Azure Monitor Logs solution to run and visualize various monitor queries.
- ModuleQ: ModuleQ's proactive AI technology equips you for success. Use the ModuleQ Flow Connector to trigger notifications when new recommendations are available. More details at https://moduleq.com (requires existing ModuleQ account).
Service update 84 rolls out in North America on the 26th. Some highlights addressed by this fix:
- Bookable resources not visible from related records
- Flow approvals timing out
- When a mailbox was configured with a Gmail address, and "recent mode" was enabled, sending an email produced a duplicate email.
- When a queue's owner was changed, the new owner was not added as a member of that queue.
- Custom activity entity icons did not render.
- The Account Timeline displayed modified case resolution records as being "Resolved by ..." instead of "Cancelled by ...".
And finally, only 48 hours until Power Platform 24. Let’s look at some of the sessions:
We start with Shane Young PowerApps, Flow, and Sharepoint, Oh My!
"You probably know one, you might know them all, but do you know how they best work together? In this session, you will learn about how the three work together to help you build great solutions. The session will be demo heavy so come prepared to see the products in action. Topics to be discussed include: * How to choose when they all do the same thing * Real world use cases we are seeing * Some of the quirks of the trio * Discussion of some of the other data sources that may come up * How you can also incorporate your on-prem SharePoint"
Then we have Ben Vollmer talking about Field Service: Come learn in an hour how to leverage Field Service and PowerApps to meet your customers needs.
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 is the Power Platform Daily Brief for September 16, 2019. This episode is brought to you by Maplytics by Inogic.
Topics and links for today's daily brief:
- Charles Lamanna announces the winners of the TDGi Hack for Good. https://youtu.be/FTbvjwLgTCQ
- Watch the 2019 Virtual Flow Conference on demand. https://www.youtube.com/watch?v=MvCcnlw6tjs
- Register for the October 10 wave 2 virtual launch event https://info.microsoft.com/Microsoft-Business-Applications-virtual-launch-event-October-2019_Registration.html?ocid=AID2450874_QSG_BLOG_356824
- App Checker now includes performance optimization tips: https://powerapps.microsoft.com/en-us/blog/app-checker-now-includes-performance-optimization-tips/
- PCF Controls now work in canvas apps https://powerapps.microsoft.com/en-us/blog/announcing-experimental-release-of-the-powerapps-component-framework-for-canvas-apps/
- Custom connectors now are supported in solutions. https://powerapps.microsoft.com/en-us/blog/custom-connectors-now-available-in-solutions-preview/
Plus, Joel is preparing for the PowerPlatform 24, D365UG summit, and other conferences. He shares his process for how to prepare to deliver a conference presentation.
Music: www.purple-planet.com
This episode is brought to you by ClickLearn.
Today Mark & Iain talk about the end of the classic UI, Marketing Segments and the Ignite World Tour
Links
24 Hour XRM Virtual Conference - https://www.xrmvirtual.com/
Charles Lamanna Blog - https://community.dynamics.com/365/b/365teamblog/posts/announcing-the-timeline-to-move-to-unified-interface-2137660788
Marketing Segments Update - https://365community.online/segments-explained
Dilyana Radulova – Linkedin https://www.linkedin.com/in/dilyana-radulova
Twitter https://twitter.com/DilyanaRadulova
Ignite World Tour - https://www.notify.msignite-the-tour.microsoft.com/
Music: www.purple-planet.com
This is the #PowerPlatform Daily Brief for Sept 9, 2019 (brought to you by KingswaySoft).
In today's daily brief:
- New model driven form designer is generally available
- Microsoft softens new portal pricing increases
- Flow online conference is tomorrow https://www.eventbrite.com/e/microsoft-flow-online-conference-2019-tickets-64261485834
- PowerPlatform 24 session schedule is now up at xrmvirtual.com
- Congratulations to the participants in the TDG Global Hack for education. See the solutions here: http://tdgi.rocks/video-gallery/
Music: www.purple-planet.com
This episode is brought to you by Maplytics by Inogic.
Brad Koontz sits down with Malin Donoso Martnes, the first D365 for Talent MVP, to discuss Dynamics Talent and monster trucks run amok in Sweden.
Links:
- Resources for Talent and where to find them: https://malinsdynamics365fortalent.com/2019/04/23/resources-for-talent-and-where-you-find-them/
- LinkedIn: https://www.linkedin.com/in/malinmartnes/
Music: www.purple-planet.com
This is the Power Platform Daily Brief for Sept 5 (brought to you by ClickLearn).
Today Mark and Iain review recent community blog posts:
Links:
- My Favorite Murder: https://www.myfavoritemurder.com/
- Sept update for Remote Assist: https://cloudblogs.microsoft.com/dynamics365/it/2019/09/03/september-update-of-dynamics-365-remote-assist-improves-snapshot-feature-and-protocol-activation-experience/
- Emma D'Arcy: How to Stay Motivated https://tattooedcrmgirl.com/2019/09/02/how-to-stay-motivated/
- Canvas App from scratch and exploring the camera control: https://365community.online/canvas-app-from-scratch-and-exploring-the-camera-control
- TDGI Global Hack: http://tdgi.rocks/#head-slide-10
Music: www.purple-planet.com
This episode is brought to you by D365UG.
Topics in this episode:
- Marketing Wave 2: https://incrementalgroup.co.uk/2019/08/07/customers-personalising-marketing
- TDGI Hack for Good - http://tdgi.rocks/
- Reminder: only one more day to submit your sessions for Power Platform 24 https://sessionize.com/power-platform-24/.
Music: www.purple-planet.com
This episode is brought to you by Maplytics by Inogic.
In today's daily brief:
- Create environments from Power Platform Admin Center https://powerapps.microsoft.com/en-us/blog/provisioning-and-administration-updates-are-now-live-in-the-power-platform-admin-center/
- Submit sessions for power platform 24 https://sessionize.com/power-platform-24/
- Mark instant flow steps in business process flow complete/incomplete automatically with Flow https://flow.microsoft.com/en-us/blog/preview-update-instant-flow-steps-in-business-process-flows/
- SetFocus for canvas apps https://powerapps.microsoft.com/en-us/blog/faster-data-entry-with-the-setfocus-function/
- Microsoft uses Dynamics 365 to manage Windows update https://www.zdnet.com/article/microsoft-is-using-dynamics-365-to-manage-windows-update-releases/
Music: www.purple-planet.com
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.
Michal Guzowski talks about his Delegation Learning app, and 10 things he wished he knew before becoming a #PowerAddict
Link:
https://michalguzowski.pl/
This episode is brought to you by mscrm-addons.com
Music: www.purple-planet.com
This episode is brought to you by D365UG.
Daryl LaBar brings today's daily brief, and he lets us know about an upcoming change from Microsoft that might break your workflow assemblies. Check your code and be prepared.
Read more at:
https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/best-practices/business-logic/remove-unsupported-code-using-reflection-workflow-activities
Music: www.purple-planet.com
This episode is brought to you by ClickLearn.
In today's daily brief:
- New connectors for the Power Platform
- Enhancements in unified interface grids and data density https://powerapps.microsoft.com/en-us/blog/enhanced-functionality-in-unified-interface-grids/
- What's coming in service update 82: https://support.microsoft.com/en-us/help/4516763/service-update-82-for-microsoft-dynamics-365-9-1-0
- Power Platform 24 update https://sessionize.com/power-platform-24/
- App in a Day Chicago: https://www.microsoftevents.com/profile/form/index.cfm?PKformID=0x72767730001&ch=x3
Music: www.purple-planet.com
This episode is brought to you by Maplytics by Inogic.
On today's Power Platform Daily Brief we are happy to announce a new Power Platform and Dynamics 365 conference called Power Platform 24. This world-wide virtual conference will be 24 hours of great content about Microsoft Flow, Dynamics 365, PowerApps, and Power BI September 25.
You can be a speaker--submit your proposals now at https://sessionize.com/power-platform-24/.
We also discuss some of the great enhancements to Unified Interface and model-driven PowerApps, including enhancements to error messages, improvements to the activity timeline, and the return of save and new.
Music: www.purple-planet.com
This episode is brought to you by KingswaySoft.
Sukrut Parab joins us to talk about the early release of D365 F&O. Sukrut is frequently one of the top contributors in the Dynamics 365 F&O community forums, and he is the subject of this month's community spotlight. https://community.dynamics.com/365/b/spotlight/posts/sukrut-parab---community-spotlight-883753866
Topics in this episode:
F&O vs. Unified Operations
Self Service Deployments
F&O monthly updates
Dual write and the phase plan
Export data NRT to Azure data lake
Flow triggers for D365 F&O business events
Product catalog F&O vs. CE
What existing customers need to do to get ready for wave 2
Links:
- Dynamics 365 F&O with Sukrut: https://community.dynamics.com/365/financeandoperations/b/365operationswithsukrut
- LinkedIn: https://www.linkedin.com/in/sukrut-parab-534ba1a/
Music: www.purple-planet.com
This episode is brought to you by ClickLearn.
Today Mark is Joined by Mike Hartley (@Hart365) to talk about License pricing, Reference Sections & TDI Hack For Good
You Can find the blogs and sites referenced
https://TDI.Rocks
https://stevemordue.com/reduce-your-dynamics-365-license-costs-by-92-percent/
And you can find Mike at the following
Twitter @Hart365
Linkedin linkedin.com/in/mikebhartley
Website https://hartofthemidlands.co.uk
Music: www.purple-planet.com
This episode is brought to you by mscrm-addons.com.
Topics in today's daily brief:
- Wave 2 early opt-in is available now. Go to the Power Platform Admin Center and you can opt in to the new release in your environments. Learn what new features are included in early access.
- Congratulations to Beth Burrell, the newest Business Applications MVP!
- Check files for viruses with the Power Platform
- Copy actions in Microsoft Flow https://flow.microsoft.com/en-us/blog/introducing-clipboard-in-flow-designer-and-three-new-user-experience-updates/
- Right click copy/paste with PowerApps
- Keyboard shortcuts for makers
- https://powerapps.microsoft.com/en-us/blog/achieve-maximum-canvas-app-productivity-with-right-click-and-keyboard-shortcuts/
Music:www.purple-planet.com
Brad Koontz sits down with Wayne Walton to discuss Power Platform options for near-real-time integration between Finance and Operations and the Common Data Service.
This episode is brought to you by Maplytics by Inogic.
Music: www.purple-planet.com
This episode is brought to you by ClickLearn.
Mark Christie and Iain Connolly discuss some recent previews and licensing updates.
- PowerApps portal preview
- Changes to D365 licensing
- Remote assist
- Mark Christie European Tour
Brad Koontz talks to 14-time Microsoft Business Applications MVP Matt Wittemann about building an ISV company yesterday and today. Matt also makes a major career announcement!
This episode is brought to you by KingswaySoft.
This episode is brought to you by KingswaySoft.
In today’s Friday Power Conversation, Brad wraps up his talk with Jon Levesque, Microsoft’s Senior Platform Evangelist for Flow. Today’s conversation centers around building community and engagement as a platform evangelist.
Microsoft Flow Online Conference
https://www.eventbrite.com/e/microsoft-flow-online-conference-2019-tickets-64261485834
This episode is brought to you by ClickLearn.
Today Steve Mordue joins us to discuss the changes to Business Applications licensing announced last week at Microsoft Inspire.
Topics in this episode:
- Licensing changes
- Goodbye plan licenses
- Attach license pricing for Dynamics 365
- Forms pro vs VOC licensing
- Seeded PowerApps and Flow
- Per-app licensensing
- Licensing for the future of the platform
Links:
Mark Smith and Steve Mordue weekly Youtube live stream
https://www.youtube.com/watch?v=Va9_vEEtlSg
Today Michael Dohr from mscrm-addons.com joins us to talk about best practices for document generation with Dynamics 365 and how mscrm-addons is adapting to the Power Platform.
Topics in this episode:
- The history of mscrm-addons
- What do the most successful customers do with document generation
- Future of attachment extractor in the age of capacity storage
- Mscrm-Addons support for Power Platform
- PCF Framework
Links:
http://www.mscrm-addons.com/
https://www.linkedin.com/in/michael-dohr-2724b313/
music: purple-planet.com
In today's Friday Power Conversation, Brad talks to Jon Levesque, Microsoft's Senior Platform Evangelist for Flow. Topics include AI Builder, Hot Dog/Not Hot Dog, Immersive BPF and Geo Trigger.
https://twitter.com/JonJLevesque
https://www.youtube.com/channel/UClBCcDTylJUzvP8sycg6pEA
Microsoft Sr. Solution Architect Andrew Magnotta sits down with Brad and talks about his Power Platform origin story, which includes software on CDs, Blue Yonder Airlines and thispersondoesnotexist.com .
This is the Power Platform Daily Brief form CRM Audio for Thursday, July 4, brought to you by Maplytics by Inogic.
We have a chat about the community in general and the new MVP’s as well as a goodbye to the ones who have moved into the Reconnect program.
There is chat of our Community Blog moving to a new host with new horizons for the whole platform and the Community Connect Site for speakers / event organisers.
Links
https://365Community.Online
https://CommunityConnect.Site
This is the Power Platform Daily Brief for July 3, 2019 (brought to you by KingswaySoft).
In today's daily brief:
- VOC is dead, long live Forms Pro https://formspro.microsoft.com
- June updates for PowerApps https://powerapps.microsoft.com/en-us/blog/june-2019-updates-for-microsoft-powerapps/
- Improved data table for PowerApps: https://powerapps.microsoft.com/en-us/blog/improved-data-table-control-with-column-formulas/
- Northwind Traders sample data from PowerApps: https://powerapps.microsoft.com/en-us/blog/northwind-traders-relational-data-sample/
- Microsoft Learn new courses
Dynamics 365 and Power Platform Fundamentals: https://docs.microsoft.com/en-us/learn/paths/dyn-power-plat-bus-app-fundamentals/ - Antti Pajunen's Custom Insight Cards for PSA solution: https://dynamics365society.uk/powerappsbanklist/custom-insight-card-sample-for-psa/
Music: www.purple-planet.com
This is the Power Platform Daily Brief for July 1 (Canada Day) brought to you by ClickLearn.
In today's brief:
- MVP renewal day
- Embedded canvas apps go GA
- Outlook App can now be installed in PowerApps environments
- Flow enhancements for OneDrive for Business
- New Flow connectors
Music: purple-planet.com
Power On
This is the Power Platform Daily Brief for July 21, 2019 (brought to you by D365UG).
Today Brad finishes his conversation with Evan Chaki.
The phrase of the day is Power Platform Center of Excellence. And part 2 of our interview with Evan Chaki (where we talk about Center of Excellence).
https://powerapps.microsoft.com/en-us/blog/introducing-the-powerapps-center-of-excellence-starter-kit/
Got any feedback or suggestions for future episodes? Email 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.
This is the Power Platform Daily Brief for Thursday, June 30, brought to you by Mscrm-Addons.com.
Today Mark, Iaian and Claire discuss the following stories:
- AI in PowerPoint
- Embedding PowerBI in Dynamics 365 Forms
- Unified interface charts
- Impacting organization change with reports
- Power Platform Community calendar
- Should Claire be a weather girl?
Have any feedback or suggestions for future episodes? Email voice@crm.audio.
This is the Power Platform Daily Brief for June 19, 2019. This episode is brought to you by ClickLearn.
Today Evan Chaki, Principal Group Program Manager from Microsoft joins us following the Business Application Summit to talk about 2019 wave 2 and Application Lifecycle Management of PowerApps and Flow.
Links:
- Microsoft PowerApps and Microsoft Flow: Best practices for managing and automating https://youtu.be/aWjMFxI3y8c
- Microsoft PowerApps: Deliver higher quality apps with PowerApps checkers https://youtu.be/CdubuDhUDUU
Got any feedback or suggestions for future episodes? Email voice@crm.audio.
This is the Power Platform Daily Brief for June 13 (brought to you by ClickLearn).
Mark & Iain are Joined by their own Ruth Langsford when Claire Carmichael is on today’s episode
They chat about Dinosaurs, Mark’s Washing & Iain’s Pepsi fascination.
Blogs Covered
- Virtual Assist - https://dynamics.microsoft.com/en-gb/mixed-reality/guides/
- PowerBI - https://youtu.be/8WhXCwHynEE
- AI Builder - https://powerapps.microsoft.com/en-us/blog/introducing-ai-builder-for-powerplatform/
Got any feedback or suggestions for a future episode? Email us at voice@crm.audio.
This is the Power Platform Daily Brief for June 13 (brought to you by ClickLearn).
Mark & Iain are Joined by their own Ruth Langsford when Claire Carmichael is on today’s episode
They chat about Dinosaurs, Mark’s Washing & Iain’s Pepsi fascination.
Blogs Covered
- Virtual Assist - https://dynamics.microsoft.com/en-gb/mixed-reality/guides/
- PowerBI - https://youtu.be/8WhXCwHynEE
- AI Builder - https://powerapps.microsoft.com/en-us/blog/introducing-ai-builder-for-powerplatform/
Got any feedback or suggestions for a future episode? Email us at voice@crm.audio.
This is the Power Platform Daily Brief for June 12, 2019 (brought to you by mscrm-addons.com.
Moments after the MBAS, Brad sat down with TWO Dynamics Black Belts Marcio Decat and James Bowen, and got their thoughts on the conference, all things connected field service and the power of mixed reality felines.
music:www.purple-planet.com.
This episode is brought to you by KingswaySoft.
Today Business Applications MVP's Ulrik Carlsson, Megan Walker, Andrew Bibby, and Joel Lindstrom are not at the Business Applications Summit, but they have the wave 2 release plan, and in this episode they review some of the highlights of the massive document.
Topics:
- D365 for Marketing
- Customer Insights segments in marketing
- Quick sends
- Sales
- Business card scanning
- Configurable system dialogs
- Unified queues
- Chat integration
- Assistant studio
- AI builder
Music: www.purple-planet.com
This episode is brought to you by KingswaySoft.
Today Business Applications MVP's Ulrik Carlsson, Megan Walker, Andrew Bibby, and Joel Lindstrom are not at the Business Applications Summit, but they have the wave 2 release plan, and in this episode they review some of the highlights of the massive document.
Topics:
- D365 for Marketing
- Customer Insights segments in marketing
- Quick sends
- Sales
- Business card scanning
- Configurable system dialogs
- Unified queues
- Chat integration
- Assistant studio
- AI builder
Music: www.purple-planet.com
This is the Power Platform Daily Brief for Friday, June 7, 2019 (brought to you by ClickLearn).
In today's #PowerConversation, Kylie Kiser talks about her history with Dynamics 365 and what she's most excited about with the Power Platform roadmap.
Also discussed:
Microsoft announces Partner of the Year Awards
https://news.microsoft.com/2019/06/06/microsoft-announces-2019-partner-of-the-year-award-winners-and-finalists/
Music: www.purple-planet.com
This is the Power Platform Daily Brief for June 6, 2019 (brought to you by Maplytics by Inogic).
In today's daily brief:
- Preview: Common Data Service storage capacity http://ppdb.news/common-data-8746d
- D365 Storage Calculator http://ppdb.news/e997e
- Super Duper DeDuper http://ppdb.news/8b06f
- Export To Excel Tracking http://ppdb.news/export-excel-b8e46
- Alysa Taylor speaking at the BoA Global Technology event http://ppdb.news/webcasts-baml-b6d98
Music: www.purple-planet.com
This is the Power Platform Daily Brief for June 3, 2019 (brought to you by KingswaySoft).
Not going to the Microsoft Business Applications Summit? Catch the live stream from MVP's Steve Mordue and Mark Smith.
We have some new connectors to play with for PowerApps and Flow:
- Way We Do
- Trustual: Proof of existance and proof of integrity for data
- LinkedIn V2-- share an article to a personal or company page
Changes are coming to the server side sync mailbox approval process to allow additional roles to approve mailboxes (or make approval not required). https://support.microsoft.com/en-us/help/4506139/changes-to-mailbox-approval-in-dynamics-365
And have you checked out the virtual agent preview? Let us know what you think.
Music: www.purple-planet.com
In today's daily brief, Mark & Iain chat about the Release wave 2 schedule and Virtual Agent
Wave 2 - https://cloudblogs.microsoft.com/dynamics365/bdm/2019/05/30/dynamics-365-power-platform-timeline-for-the-2019-release-wave-2/
Virtual Agent - https://cloudblogs.microsoft.com/dynamics365/bdm/2019/05/30/new-dynamics-365-virtual-agent-for-customer-service-is-available-for-preview/
Music: www.purple-planet.com
This is the Power Platform Daily Brief for May 27 (brought to you by Mscrm-addons). Happy Memorial Day if you are in the US.
In today's daily brief:
- Enhancements to the modern solutions experience https://powerapps.microsoft.com/en-us/blog/alm-at-scale-new-features-and-automation-capabilities/
- Add Existing Canvas Apps and Flows to solutions
- Managed solutions and PowerApps
- Using deployment automation and source control with PowerApps and Flow
- More information about Dual Write https://docs.microsoft.com/en-us/business-applications-release-notes/april19/cdm-data-integration/dual-write-link-common-data-service-apps
- The future of PSA https://cloudblogs.microsoft.com/dynamics365/bdm/2019/05/22/the-future-of-dynamics-365-for-project-service-automation-psa/
- Why you should use the new view designer
Link:
What you need to know about solution limitations in the modern solution experience https://docs.microsoft.com/en-us/powerapps/maker/common-data-service/use-solution-explorer#known-limitations
Have any feedback or suggestions for future episodes? Email them to voice@crm.audio.
music: www.purple-planet.com
In todays PPDB (Brought to you ClickLearn), Brad Koontz talks to George Granata from Microsoft. Aside from being Brad’s neighbor, George is a seasoned technical specialist from Microsoft focused on the Power Platform in the public sector. Topics include Dual Write (not Dual Rights), Unified Interface, the Stanley Cup and why the best restaurants in Dunwoody are actually in Chamblee.
Dual Write https://docs.microsoft.com/en-us/business-applications-release-notes/april19/cdm-data-integration/dual-write-link-common-data-service-apps
Unified Interface and Maker Portal https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/about-unified-interface
Stanley Cup https://www.nhl.com/
Consensus best restaurant in Dunwoody is actually in Chamblee http://hopstix.com/
Music:www.purple-planet.com
Today on the Power Platform Daily Brief (brought to you by KingswaySoft):
Mark & Iain run down the latest blogs and YouTube videos they have come across
Links
- Neil Parkhurst https://neilparkhurst.com/2019/05/17/introducing-the-omni-channel-engagement-hub/
- Jimmy Novak https://futurezconsulting.com/2019/05/21/solution-layering/
- Phil Topness http://dynamics365blogs.com/magic-8-ball-in-powerapps-canvas-components-device-accelerometer-youtube/
- Nick Doelman https://readyxrm.blog/2019/02/24/replacing-a-dynamics-365-dialog-with-an-embedded-canvas-powerapp/amp/?__twitter_impression=true
Music: www.purple-planet.com
Today on the Power Platform Daily Brief (brought to you by KingswaySoft):
Mark & Iain run down the latest blogs and YouTube videos they have come across
Links
- Neil Parkhurst https://neilparkhurst.com/2019/05/17/introducing-the-omni-channel-engagement-hub/
- Jimmy Novak https://futurezconsulting.com/2019/05/21/solution-layering/
- Phil Topness http://dynamics365blogs.com/magic-8-ball-in-powerapps-canvas-components-device-accelerometer-youtube/
- Nick Doelman https://readyxrm.blog/2019/02/24/replacing-a-dynamics-365-dialog-with-an-embedded-canvas-powerapp/amp/?__twitter_impression=true
Music: www.purple-planet.com
This is the Power Platform Daily Brief for May 22, 2019. This episode is brought to you by D365UG.
Kylie Kiser is a Dynamics 365 enthusiast, blogger, and frequent speaker at Dynamics events. In today's episode she talks about her history with Dynamics 365 and adding Flow and PowerApps to her skill set. What does the Power Platform have to do with game night?
Links:
- Kylie's blog: crmkrm.blogspot.com/
- https://www.looneylabs.com/games/just-desserts
- CRMUG DC Chapter Meeting: https://www.crmug.com/events/event-description?CalendarEventKey=4fa3af98-ab0e-466f-b380-9b7a53ecf4e3&Home=%2fcrmug%2fcommunities%2fcommunity-home%2fmanage-events
Got any questions or feedback for future episodes? Email voice@crm.audio.
music: www.purple-planet.com
This is the Power Platform Daily Brief for May 20, 2019 (brought to you by Maplytics by Inogic).
In today's daily brief:
- AAD Group based security is available today for Dynamics 365 and CDS
- What to do if your AAD group members get an error the first time they try to use a model-driven app
- Find publicly available PowerApps Controls at https://pcf.gallery/
- Get Guido's great weekly summary of blogs, videos and podcasts at https://www.dynamicsweekly.com/
- You can now import PowerApps components from other apps: https://powerapps.microsoft.com/en-us/blog/import-components-from-cloud-apps/
Got any questions or suggestions for future episodes? Email voice@crm.audio.
Music: www.purple-planet.com
In today’s Power Platform Daily Brief, @bradkoontz talks to Nick Hayduk about portals and answers the question of why Canadians punt on third down.
Links:
https://www.engineeredcode.com/blog
https://twitter.com/engineered_code
https://en.wikipedia.org/wiki/Comparison_of_American_and_Canadian_football
Music: www.purple-planet.com
Today on the Power Platform Daily Brief (brought to you by KingswaySoft), Mark Christie is Joined today by Blair Nisbet to chat about recent blogs and YouTube Videos in the Power Platform community.
Blogs & YouTube
- Dave Burrell: https://daveburrell.co.uk/flow-the-workflow-replacement/
- Ryan Maclean: https://ryanmaclean365.com/2019/01/04/custom-rollup-fields/
- Mark Smith: http://dynamics365blogs.com/how-to-build-a-successful-digital-home-as-a-microsoft-mvp-mvp-mondays-youtube/
Have any feedback or suggestions for future episodes? Email voice@crm.audio.
This is the Power Platform Daily Brief for May 15, 2019 (brought to you by Mscrm-addons).
Items in today's daily brief:
- What is the Solution Layers button? https://docs.microsoft.com/en-us/powerapps/maker/common-data-service/solution-layers
- Learn Dynamics 365 for marketing https://docs.microsoft.com/en-us/learn/browse/?products=dynamics-marketing
- Avoid dependency issues when deploying Dynamics 365 for Marketing: https://crmtipoftheday.com/1265/dynamics-365-for-marketing-prevents-solution-imports/
- What to do if you have had trouble recently logging in to the Dynamics Community site.
Got any feedback or suggestions for a future episode? Email voice@crm.audio.
Music: www.purple-planet.com
This is the Power Platform Daily Brief for May 14, 2019 (brought to you by Maplytics by Inogic)
In today's Power Platform news:
- New storage capacity reports show detail storage usage by environment based on data, file, and log storage: https://admin.powerplatform.microsoft.com/analytics/capacity
- Understand how user and system settings combine for email auto-tracking options: https://community.dynamics.com/crm/b/crminthefield/archive/2019/04/23/dynamics-365-customer-engagement-how-to-choose-system-settings-and-personal-options-for-automatic-email-tracking
- What are the task tracking options for the Dynamics 365 app for Outlook: https://community.dynamics.com/crm/b/crminthefield/archive/2019/04/25/dynamics-365-app-for-outlook-how-do-i-track-tasks
- On May 23, 2019, the 24 hour maximum for login sessions is going away. This will make D365 and CDS more resilient to Azure AD outages: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/user-session-management
Got any questions or suggestions for future episodes? Email them to voice@crm.audio.
Music:www.purple-planet.com
This is the Power Platform Daily Brief for Monday, May 13 (brought to you by ClickLearn).
Today's big news is that canvas apps now support polymorphic lookup fields for Owner, Customer, and Regarding, as well as related activities and notes. See the official documentation.
Other news covered in today's daily brief:
- Release notes for PSA release 7: https://cloudblogs.microsoft.com/dynamics365/users/2019/05/08/release-notes-for-project-service-automation-update-release-7/
- What's included in D365 v9.1 service update 52: https://support.microsoft.com/en-us/help/4503238/service-update-52-for-microsoft-dynamics-365-9-1-0
- Canvas Apps Accessibility Guidelines whitepaper: https://powerapps.microsoft.com/en-us/blog/powerapps-canvas-app-accessibility-guidelines/
- Add new fields when creating canvas apps: https://powerapps.microsoft.com/en-us/blog/add-new-fields-while-creating-your-canvas-app/
This is the Power Platform Daily Brief for Friday, May 10, 2019.
- Power Conversation with Jake Farrell http://beconfluent.com/
- CNBC - Power Platform https://www.cnbc.com/2019/05/08/what-is-microsofts-power-platform.html
- The Most Impactful IoT Announcement From Microsoft Build 2019 https://www.forbes.com/sites/dimatokar/2019/05/10/the-most-impactful-iot-announcement-from-microsoft-build-2019/#3c5a9e8c603d
- Will the real USC please stand up https://lastwordoncollegefootball.com/2019/01/22/carolina-to-california-will-the-real-usc-please-stand-up/
Music: www.purple-planet.com
In Todays PPDB (brought to you by Mscrm-addons), Mark Christie and Iain Connolly give their unique spin on the Imagine Cup and Build 2019 Keynote.
There is talk of AI making purchasing decisions for you & Cortana being your pal.
In today's Power Platform Daily Brief (brought to you by Maplytics by Inogic), Brad Koontz reviews Satya Nadella's keynote from Build and Joel Lindstrom delivers a recap of the announcements from Build.
This is the Power Platform Daily Brief for Monday, May 6 (brought to you by ClickLearn).
In today's daily brief:
- Watch the Microsoft Build vision keynote live: https://mybuild.techcommunity.microsoft.com/home#top-anchor
- General availability of solution checker: https://powerapps.microsoft.com/en-us/blog/announcing-general-availability-of-solution-checker/
- Get updates about your apps in your inbox: https://powerapps.microsoft.com/en-us/blog/get-updates-about-your-app-right-in-your-inbox/
- Fast Track Tech Talks: https://community.dynamics.com/365/b/techtalks?tagsToFilter=Customer%20Engagement
Today we talk to Joachim Schiermacher, CEO of ClickLearn. ClickLearn is a platform that makes quickly producing multi-format learning material for Dynamics 365 and other systems very easy.
Discussed in today's episode:
- How did ClickLearn begin?
- What training strategies do the most successful companies do?
- Is managing training materials a full time job?
- Managing training materials in different languages.
- Best formats for learning materials
- Support for the Power Platform
- Guided learning with the "little man"
Learn more about ClickLearn and get a free trial at https://www.clicklearn.com/.
Got any questions or suggestions for future episodes or guests? Email voice@crm.audio.
This is the Power Platform Daily Brief for May 5, 2019 (Brought to you by Resco).
Stories in today's daily brief:
- Use active directory groups to manager users and data access https://cloudblogs.microsoft.com/dynamics365/it/2019/05/01/using-azure-active-directory-groups-to-manage-an-users-app-and-data-access/
- Resource scheduling optimization enhancements: https://cloudblogs.microsoft.com/dynamics365/it/2019/05/01/whats-new-for-dynamics365-resource-scheduling-optimization-v3-0-update-release/
- The Most Valuable Company (for Now) Is Having a Nadellaissance: https://www.cnbc.com/2019/05/02/microsoft-ceo-nadella-says-not-to-celebrate-1-trillion-market-cap.
Got any feedback or suggestions for future episodes? Email voice@crm.audio.
In this episode (brought to you by Kingswaysoft) we are joined with a large group of Business Applications MVP's (and one Microsoftie):
- George Doubinski
- Joel Lindstrom
- Steve Mordue
- Daryl LaBar
- Scott Sewell
- Stephan Smith
- Ulrik Carlsson
We welcome Stephan to the MVP family as one of May's newly awarded MVP's.
Topics discussed in this episode:
- PowerApps Components: https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/create-component
- PowerApps Control Framework
- BAD Masterclass: https://crmtipoftheday.com/masterclass/
- PowerControls vs web resources
- Changes to AppSource and revenue sharing for ISV's https://stevemordue.com/microsoft-steps-up-to-salesforces-appexchange/
- What does it mean that Power Platform connectors are going open source?
- Flow is the gateway drug to the Power Platform
- Moving Flows and Canvas Apps
- Data Flows in Power BI
This is the Power Platform Daily Brief for Tuesday, April 30, 2019 (brought to you by Mscrm-addons.com).
In today's daily brief:
- Flow and PowerApps connectors are going open source--what does this really mean? https://flow.microsoft.com/en-us/blog/building-an-ecosystem-of-open-source-connectors/
- Try D365 Market Insights AI powered alerts: https://alerts.mi.ai.dynamics.com/
- And win some snazzy stickers: https://twitter.com/AustinTByrd/status/1120294432740454400?s=20
- Reminder--join us tomorrow for CRM Audio Live: https://crm.audio/crm-audio-live/
- Can non developers REALLY write PowerApps? https://crmtipoftheday.com/1259/can-non-developers-really-create-powerapps/
- Dynamics 365 Accelerator for non-profits preview is now available: https://experience.dynamics.com/insider/campaign/?id=c49764d9-dfb2-e811-a975-000d3a1bec70
Got any feedback or suggestions for a future episode? Email voice@crm.audio
Music: www.purple-planet.com
This is the Power Platform Daily Brief for Monday, April 29, 2019. This episode is brought to you by Maplytics by Inogic.
In today's daily brief:
- Drag and drop and cut and paste in new form designer.
https://powerapps.microsoft.com/en-us/blog/easily-add-and-move-fields-and-controls-on-a-form-using-drag-drop-and-cut-paste/ - PowerApps component framework and PowerApps CLI are now in public preview. https://powerapps.microsoft.com/en-us/blog/the-powerapps-component-framework-and-the-powerapps-cli-is-now-available-for-public-preview/
- Dynamics 365 connector for Microsoft Flow is deprecated. https://flow.microsoft.com/en-us/blog/nine-new-connectors-in-april-and-improved-visibility-into-trigger-failures/
- Enhancements for on premises data gateway. https://flow.microsoft.com/en-us/blog/enhancements-to-on-premises-data-gateway-management-in-the-power-platform-admin-center/
Got any questions or suggestions for future episodes? Email voice@crm.audio.
Music: www.purple-planet.com
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
In today's Power Platform Daily Brief (brought to you by Maplytics by Inogic):
- Business Applications Summit https://www.microsoft.com/enus/BusinessApplicationsSummit
- Microsoft Build https://www.microsoft.com/en-us/build
- Hitachi Solutions Customer Conference https://us.hitachi-solutions.com/hitachi-solutions-customer-conference-2019/
Got any feedback or suggestions for future episodes? Email them to us at voice@crm.audio.
Music: www.purple-planet.com
This is the Power Platform Daily Brief for April 24, 2019 (brought to you by KingswaySoft).
Power Platform People Host Mark Christie is joined by Lucy Muscat to talk about new blogs, YouTube videos and upcoming events.
Links from the show:
- http://raeuberleiterin.de/why-my-heart-beats-for-microsoft-teams-a-visual-guide-for-endusers/ (Luise Freese)
- https://carinaclaesson.com/2019/04/21/getting-started-with-data-integration-in-power-platform/ (Carina Claesson)
- https://www.youtube.com/watch?v=7wupXr7QRhI&list=PLhgOm-Jpmt82tfI-VcVqT_4vlyNpk32Np (Scott Durow)
- https://www.youtube.com/channel/UCv4gsiyRjfB9NlvPPBd2a3g (Flow Joe )
- https://www.d365calendar.com/
Got any questions or suggestions for future episodes? Send them to voice@crm.audio.
Music: www.purple-planet.com
In today's Power Platform Daily Brief (brought to you by Mscrm-Addons):
- What's new in Dynamics 365 v9 Service Update 48 (and what happened to 47?): https://support.microsoft.com/en-us/help/4500725/service-update-48-for-microsoft-dynamics-365-9-1-0
- When will you get the April '19 update: https://docs.microsoft.com/en-us/power-platform/admin/preview-april-2019-updates
- New sales forecasting in April update: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/project-accurate-revenue-sales-forecasting
- New connectors for the Power Platform: https://emea.flow.microsoft.com/en-us/connectors/
- Generate PDF's with Flow: https://emea.flow.microsoft.com/en-us/connectors/shared_pdf4me/pdf4me/
Got any feedback or suggestions for future episodes? Email us at voice@crm.audio.
Music: www.purple-planet.com
This is the Power Platform Daily Brief for April 19, 2019 (brought to you by Maplytics by Inogic).
In today's daily brief:
- Business Applications Summit https://www.microsoft.com/en-us/businessapplicationssummit
- Would Brad survive the Titanic? https://twitter.com/scottsewell/status/1116406813639966721
- Logitech Spotlight Presenter https://www.logitech.com/en-us/product/spotlight-presentation-remote?crid=11
- "Data is my love language" https://www.5lovelanguages.com/
- Network with @BryanCranston https://networkbroadway.com/
Got any questions or suggestions for future episodes? Email us at voice@crm.audio.
Music: www.purple-planet.com
This is the Power Platform Daily Brief for Thursday, April 18, 2019.
This episode is brought to you by Mscrm-Addons.com.
In today's update:
- Canvas apps debugging with results view shows you the results of your formulas: https://powerapps.microsoft.com/en-us/blog/canvas-debugging-with-results-view/
- Use new screen properties for responsive canvas apps: https://powerapps.microsoft.com/en-us/blog/new-properties-for-responsive-canvas-apps/
- Mary Jo Foley chats with Steve Mordue about Power Platform: https://www.petri.com/mjfchat-how-microsofts-power-platform-can-empower-citizen-developers
- D365UG Summit call for proposals has been extended: https://www.surveymonkey.com/r/UGSummitNA2019
- CRM Audio Live!
Got any feedback or suggestions for other topics? Email voice@crm.audio.
This is the Power Platform Daily Brief for April 16. This episode is brounght to you by ClickLearn.
In today's news:
- Updates and issues fixed in this week's Service Update 46 for Dynamics 365 v9.1: https://support.microsoft.com/en-us/help/4499770/service-update-46-for-microsoft-dynamics-365-9-1-0
- Office plans are being renamed--Office Enterprise E3 is being renamed Office 365 E3
- Search filters are coming to Outlook on the web: https://support.office.com/en-us/article/search-mail-and-people-in-outlook-on-the-web-b27e5eb7-3255-4c61-bf16-1c6a16bc2e6b?ui=en-US&rs=en-US&ad=US
- Teams that you haven't used fo 45 days or more will be automatically moved out of the favorite area: https://support.office.com/en-us/article/reorder-the-teams-list-afe19b9e-b6e8-4a6b-8627-dddb4f774b65?ui=en-US&rs=en-US&ad=US
- Changes coming to the Dynamics 365 authentication behavior to pave the way to a passwordless future: https://docs.microsoft.com/en-us/azure/active-directory/users-groups-roles/signin-realm-discovery
We also have a preview of the next XrmToolCast with Natraj Yegnaramen. Get it now by subscribing to the XrmToolCast feed on Apple or Spotify.
This is the Power Platform Daily Brief for tax day. This episode is brought to you by KingswaySoft.
In today's news:
- Product Visualize for Dynamics 365 preview: https://dynamics.microsoft.com/en-us/mixed-reality/product-visualize/
- New connectors available for the Power Platform
- Data8 Data Enrichment Flow connector: https://us.flow.microsoft.com/en-us/connectors/shared_data8/data8-data-enrichment/
- Copy SalesForce Groups to CDS Teams via Flow: https://us.flow.microsoft.com/en-us/galleries/public/templates/4be601b0665f11e693285f4469c331c4/copy-new-salesforce-groups-to-common-data-service-team/
- Include guests in Flow approvals: https://flow.microsoft.com/en-us/blog/april-2019-release-launches-with-new-features-for-microsoft-flow/
Music: www.purple-planet.com
This is the Power Platform Daily Brief for Friday, April 12, 2019 (brought to you by ClickLearn).
Today we interview Scott LeFante for the Friday Power Conversation
- ERD and Word Spaghetti
- Thoughts on Augmented Reality
- How he really feels about the Red Sox
Links:
Mary Jo Foley Power Platform Interview (Monday 4/15) https://www.petri.com/mjfchat-how-microsofts-power-platform-can-empower-citizen-developers
Music: purple-planet.com
In today's daily brief (brought to you by Mscrm-Addons.com:
- Have you tried the new Chromium based Edge browser preview? Listeners report it makes Dynamics 365 much faster. https://www.microsoftedgeinsider.com/en-us/?form=MO12FO&OCID=MO12FO
- Embedded canvas apps can now navigate, refresh, and control the model driven form in which they are embedded. This takes the story to a whole new level. https://powerapps.microsoft.com/en-us/blog/embedded-canvas-apps-can-now-navigate-refresh-and-save-the-host-form/
- Please stop what you are doing and watch Scott Durow's amazing Tale of Three Realms video. This is the Game of Thrones for the Power Platform. https://www.youtube.com/watch?v=7wupXr7QRhI
Got any feedback or suggestions for future episodes? Email voice@crm.audio.
Music: www.purple-planet.com
In today's Power Platform Daily Brief (brought to you by Maplytics by Inogic, We're asking a lot of questions
- Can Microsoft AI helps fight fires?
- Can I unplug my thumb drive without fear? And fear of what?
- Will MSFT acquire Adobe?
- Those Dynamics Guys and The Hobbit Ask 'Is Dynamics 365 Dead'
AI for Wildfires: https://www.wsj.com/articles/how-ai-might-be-used-to-battle-wildfires-11554168366>
Flash news: https://www.washingtonpost.com/technology/2019/04/09/people-can-safely-remove-usb-flash-drives-without-paralyzing-fear/?utm_term=.0f7ae6983a3f
Scott Durow Blog http://develop1.net/public/post/2019/04/02/powerplatform-com-is-for-sale
Forrester AD&D
https://reprints.forrester.com/#/assets/2/108/RES144387/reports
Will MSFT acquire Adobe?
https://www.cmswire.com/digital-experience/will-microsoft-acquire-adobe/
Music: www.purple-planet.com
This is the Power Platform Daily Brief for Monday, April 8, 2019. This episode is brought to you by D365UG.
Stories discussed on today's daily brief:
- Customer Insights is now generally available: https://cloudblogs.microsoft.com/dynamics365/bdm/2019/04/03/microsoft-dynamics-365-customer-insights-is-now-generally-available/
- New filter options for Canvas Apps: https://powerapps.microsoft.com/en-us/blog/delegation-enhancements-for-lookups-today-now-and-addcolumns/
- Opportunity to give feedback on PowerApps and get $120: https://powerapps.microsoft.com/en-us/blog/new-user-research-opportunity/
- Microsoft Flow is now integrated with Azure IoT Central: https://flow.microsoft.com/en-us/blog/microsoft-flow-is-integrated-in-azure-iot-central-and-more/
Do you have any feedback or suggestions for future episodes? Email us at voice@crm.audio.
In today's Power Platform Daily Brief (brought to you by ClickLearn), Brad interviews Matthew C. Anderson for the Friday Power Conversation:
xRM Tool Box:
https://www.xrmtoolbox.com/
Travel Hack:
https://www.hootoo.com/hootoo-tripmate-ht-tm05-wireless-router.html
Sleeping Bag:
https://www.thinkgeek.com/product/bb2e/
Music: https://www.purple-planet.com
Today on the PPDB for April 4 (brought to you by KingswaySoft):
Live report from Hannover Messe, the world's largest manufacturing trade faire, where Microsoft and their partners are showing off the latest in IoT, augmented reality, and other cool tech.
https://blogs.microsoft.com/blog/2019/03/28/manufacturing-a-better-future-microsoft-announces-intelligent-industry-innovations/
This is the Power Platform Daily Brief for April 2. This episode is brought to you by Maplytics by Inogic.
Show Notes:
- Vulture reports that Microsoft marketing chief Chris Capossela requested that employees refrain April foolery. https://www.vulture.com/2019/03/microsoft-vows-no-april-fools-day-pranks.html?utm_campaign=vulture&utm_source=tw&utm_medium=s1
- Return of Clippy in 2014 https://mashable.com/2014/04/01/clippy-is-back/#X8QxOCjgYPq8
- And google announcing in 2011 that Contoso https://cloud.googleblog.com/2011/04/contoso-has-gone-google.html
- Google announces launch of the Google Tulip
- Microsoft Business Applications virtual launch event April 2019 https://info.microsoft.com/Microsoft-Business-Applications-Virtual-Launch-Event-April-19-Registration.html?LCID=EN-US&ocid=AID2333602_QSG_SCL_327314&utm_campaign=Dynamics%20Weekly&utm_medium=email&utm_source=Revue%20newsletter
- User Group Summit is October 15-18 in Orlando, but the deadline for submitting story ideas is coming up fast - April 12th.
https://www.surveymonkey.com/r/UGSummitNA2019
In today's episode of the Power Platform Daily Brief (brought to you by Kingswaysoft):
- Don't believe what you read
- Coming soon on CRM Audio
- Business Applications Virtual launch is tomorrow
https://powerapps.microsoft.com/en-us/blog/see-whats-coming-next-in-microsoft-powerapps/ - Register for the preview program at
https://experience.dynamics.com/ - Omnichannel Engagement Hub preview
https://experience.dynamics.com/insider/campaign/?id=57134076-2723-e911-a95a-000d3a4f3883 - Unified Service Desk preview--Chrome support!
https://experience.dynamics.com/insider/campaign/?id=15288f0e-10d9-e811-a967-000d3a1bef07
This is the Power Platform Daily Brief for Friday, March 29, 2019. This episode is brought to you by D365UG.
- Live report from eXtremeD365 in Amsterdam with Lucy Muscat
- New collaboration between Adobe, Microsoft, and LinkedIn to accelerate account-based marketing for our joint customers" https://business.linkedin.com/marketing-solutions/blog/linkedin-news/2019/adobe--microsoft--and-linkedin-join-forces-to-accelerate-account
- And the New York Times on Wednesday had a very good write up of the collaboration between Adobe and Microsoft and LinkedIn and did a good job of breaking down what this means for Salesforce competition https://nyti.ms/2TwwkKN
- Another big announcement from the Adobe conference; Adobe, Microsoft and SAP announce new Open Data Initiative details. https://news.microsoft.com/2019/03/27/adobe-microsoft-and-sap-announce-new-open-data-initiative-details/
- And big news for the CRM Audio Network!
Got any feedback or suggestions for future episodes? Email them to us at voice@crm.audio.
Music: https://www.purple-planet.com
In today's daily brief (brought to you by Mscrm-addons.com):
- Microsoft released the tooling for the PowerApps control framework (or did they?) https://twitter.com/PowerApps/status/1110689500521484289?s=20
- Two weeks left to submit proposals to speak a the CRMUG Summit 2019 in Orlando. https://www.surveymonkey.com/r/UGSummitNA2019
- Update 2.4 for Dynamics 365 On Premise is released. https://blogs.msdn.microsoft.com/crminthefield/2019/03/26/overview-microsoft-dynamics-365-on-premises-update-2-4/
- Recently added connectors for the Power Platform https://emea.flow.microsoft.com/en-us/connectors/
Got any feedback or suggestions for future episodes? Send it to voice@crm.audio.
Music: https://www.purple-planet.com
In today's daily brief (brought to you by D365UG)
- Register for the April 2 Business Applications virtual launch event https://cloudblogs.microsoft.com/dynamics365/2019/03/21/watch-the-live-stream-of-the-business-applications-virtual-launch-event/
- Forms Pro templates in Flow—Send a survey when a lead is qualified, order fulfilled, case is resolved https://flow.microsoft.com/en-us/galleries/public/templates/900eb2958a1648efb8f509da88242a8d/send-a-survey-when-a-case-is-resolved-in-dynamics-365/
- New email based signin for D365 mobile https://blogs.msdn.microsoft.com/crm/2019/03/25/email-based-sign-in-for-dynamics-365-for-phones-and-tablets-ios/
- Recent additions to the XrmToolBox:
- Data Export Validation Tool: https://www.xrmtoolbox.com/plugins/DataExportValidationChecker.XrmToolBox/
This is the CRM Audio Power Platform Daily Brief, What you need to know about the Power Platform today in 10 minutes or less.
This episode is brought to you by Mapltyics by Inogic.
Stories in today's daily brief:
- On April 1, CRM Audio is introducing separate series feeds for individual series, as well as a new whole network feed.
- Updates to campaign management and quick campaigns
https://blogs.msdn.microsoft.com/crm/2019/03/22/updates-basic-list-campaign-management-capabilities-dynamics-365-applications-march-may-2019/ - PowerApps is now available in government cloud
https://powerapps.microsoft.com/en-us/blog/powerapps-for-us-government-is-generally-available/ - Display names and GUIDS for canvas apps graduate
https://powerapps.microsoft.com/en-us/blog/display-names-and-guids-for-canvas-apps-graduate/ - What is included in service update 38 https://support.microsoft.com/en-us/help/4494438/service-update-38-for-microsoft-dynamics-365-9-1
- Minor updates to trial environments are now scheduled during the weekend https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/policies-communications#maintenance-timeline
Got any feedback or suggestions for future episodes? Send it to voice@crm.audio.
Music: https://www.purple-planet.com
In today's episode (brought to you by MSCRM-Addons.com), D365 consultant Chris Fairfax talks about his learning experience with Microsoft Flow
Topics discussed in this episode:
- Taking on a challenge
- Learn by recreating system processes
- Learn by doing
- Changing your mindset
- Troubleshooting Flow
- Working with dates
- Performance testing of your Flow
- Imposter syndrome
- Using Flow to automate your personal life
- What's next on Chris' learning plan
Links:
- Adding a date field to email in Flow by Elaiza Benitez: https://www.youtube.com/watch?v=ArLLAi6p9cs
- Chris Fairfax LinkedIn: https://www.linkedin.com/in/chrisfairfax/
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 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
This episode (brought to you by Mapltyics by Inogic)was born from a GitHub issue posted by our guest Marc Schweigert from Microsoft, on potentially renaming the XrmToolBox to something that is more CDS PowerPlatform friendly.
Topics discussed
- Marc's career progression from developer to sales
- Marc's favorite tools
- How Microsoft's focus on open APIs allows for tools
- Marc's perfect world and what we would do to it (Deep Thought quote by Jack Handy)
Link to the GitHub issue that started it all: MscrmTools/XrmToolBox: Issue #833
Links:
- XrmToolCast on Twitter: @xrmtoolcast
- Marc Schweigert Twitter: @devkeydet
- Marc Schweigert LinkedIn: https://www.linkedin.com/in/devkeydet/
- Daryl LaBar: https://www.linkedin.com/in/daryllabar/
- Jonas Rapp: https://www.linkedin.com/in/rappen/
Music: https://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/
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:
- Read a variety of types of literature
- Make connections
- Read books that are 5-10+ years old
- Make a list (maybe)
- 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
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
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 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.
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 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.
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.
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 Podcasts, Spotify, Player.FM, Google Podcasts, TuneIn, Stitcher, or YouTube. You can also listen via our app on iOSor Android.
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 via our app on iOS or Android.
Music: https://www.purple-planet.com
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
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 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.
This episode is brought to you by D365UG. The D365UG/CRMUG summit is underway, look up your favorite CRM Audio hosts in the app and stop by and say hello at our sessions.
Topics discussed in this episode of ProdCast:
- Evernote
- Digital Wellness controls in IOS and Android
- Update on goals
- Deep Work
- 4DX
- Reading challenging books
Links discussed in this episode:
- Learning How to Learn course on Coursera
- Well Educated Mind by Susan Wise Bauer
This episode is a production of Dynamic Podcasts LLC. Subscribe to the CRM Audio network of podcasts on Apple Podcasts and Spotify.
The Captain is back in this episode (brought to you by D365UG).
Scott Sewell returns to share his excitement about a new feature of Power BI called dataflows, which allows you ingest, transform, integrate, and enrich data into PowerBI using a Common Data Model compliant data lake.
Scott and Ulrik discuss:
- What are dataflows
- How can they improve your performance for large datasets?
- Working with dataflow data lake
- What does this mean for the Dynamics export service?
We also look ahead to next week's D365UG and PBIUG Summit in Phoenix, AZ and where you can catch us presenting.
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 Maplytics by Inogic), hosts Britta Rekstad and Matthew C. Anderson discuss cascade rules for entity relationships in Dynamics 365 and model-driven PowerApps.
Discussed on the show * What are cascade rules? * Default behavior you should review * Types of cascading * Modification & restrictions * Where the magic happens
What's on your mind? Have a question you'd like answered on a future podcast? Submit one by visiting implementthis.org
Please Subscribe, Comment and get in touch
For topic and guest suggestions, please use the following link: https://www.nz365guy.com/podcast
Full show notes available https://www.nz365guy.com/32
Guest Profile
Larry Lentz is a 35+ year veteran in the computer industry. He founded Lentz Computer Services to serve small businesses in 1989. He specialized in Small Business Server since it first came out. He has also specialized in CRM products starting with ACT! in the very early 90s, moving to GoldMine in the late 90s, and Microsoft Dynamics CRM in 2004. Larry is a Past President of the Alamo PC Organization in San Antonio, Texas. He currently chairs the Alamo CRM/xRM IT Pro Group, and the local D365/CRM Study Group which meets each Saturday morning, which he has lead since 1997. The study group is studying for certification in Microsoft Dynamics 365. He is also Founder & Chair of the San Antonio D365/CRMUG Regional Chapter.Larry is Microsoft Certified Trainer focusing on D365/CRM courses. In this Episode
- San Antonio and great things about Texas
- Culinary Delights of San Antonio
- Events and happenings in San Antonio
- Career beginnings in the Army and Vietnam War
- Life Choices
- Larry’s Taco Talk and Teaching Career
- Impacts of the MVP Award
- MVP Peers
Books & Other Resources Mentioned
Packet Radio Controller - https://packet-radio.net/
Contact Details LinkedIn: https://www.linkedin.com/in/larry-lentz-aaa2003/
Twitter: https://twitter.com/crmlarry
Website: http://www.lentzcomputer.net/default.aspx
Your Host is Mark Smith – nz365guy
Business Solutions MVP
LinkedIn: http://www.linkedin.com/in/nz365guy
Twitter: http://www.twitter.com/nz365guy
Instagram: http://Instagram.com/nz365guy
Blog: https://www.nz365guy.com/blog/
Music Credit The Happiness of Larry by radiotimes (c) copyright 2012 Licensed under a Creative Commons Attribution Noncommercial (3.0) license
In this episode (brought to you by D365UG) recorded live at the Microsoft Ignite podcast booth, Merwan Hade, Senior Program Manager for Microsoft Flow joins us to talk about Microsoft Flow.
- Ramifications of including flows in Dynamics 365 solutions
- Connectors available for Flow
- How Dynamics 365 customers should send feedback to the Flow team
- How partners can build new connectors
- Flow templates and how to submit new templates
- Flow vs. Dynamics 365 workflow
- The difference between Microsoft Flow and Logic Apps
- Dynamics 365 users adapting their skillset to Microsoft Flow
Links:
Flow Ideas: https://powerusers.microsoft.com/t5/Flow-Ideas/idb-p/FlowIdeas
This episode is brought to you by KingswaySoft.
We are at Microsoft Ignite, and in this episode we are joined by Evan Chaki, Principal Program Manager with Microsoft. Evan and his team are responsible for Power Apps, designer experiences in Dynamics 365, ALM, solutions, and sharing.
We discuss the future of the maker experience in the Business Applications platform, including details on what it means that Flow and canvas PowerApps can be included in Dynamics 365 solutions:
- Handling Flow and PowerApp dependencies in D365 solutions
- Should makers configure from app modules or solutions?
- Should Dynamics 365 users replace existing workflows with Microsoft Flow?
- Changes to the view and form builders
- Controlling citizen developers
- How Dynamics 365 will help makers create better solutions
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 D365UG/CRMUG), hosts Britta Rekstad and Matthew C. Anderson discuss why native charts still matter in Dynamics 365 and model-driven PowerApps.
Discussed on the show * How they are different from Power BI charts * Users vs. Admins * Security and Sharing * Where charts are used * Solution Awareness * CRM Chart Guy * XrmToolBox Advanced Chart Editor * Power BI and More Podcast (CRM Audio)
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 KingswaySoft.
As your Dynamics 365 environment grows, performance can be a challenge. Stephen Smith has worked on multiple very large Dynamics deployments, and in this episode, he talks about concurrent user and process issues that can arise in very large deployments and how to avoid them.
Topics discussed in this episode:
- Social media strategy
- LinkedIn posts vs articles
- Should consultants code?
- Dynamics 365 performance
- Performance challenges for large vs. small environments
- The common ancestor concurrency issue
- Speed of development vs. scalability
- The time Stephan brought D365 Online async service down
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
It's time for another episode of CRM Audio (brought to you by Maplytics by Inogic).
Topics discussed in this episode:
- Business Applications Developer (BAD) Masterclass North America--register here
- Outlook app is now configurable
- Dynamics 365 v9 Unified Interface navigation changes
- Dynamic help for solution import problems
- Dynamics 365 v9 On Premise
- George is getting out of the hosting business
- Find out where you can see us live at Microsoft Ignite
Tool review:
- Github vs. Bitbucket
- Gitlab vs. Github
- GitKraken
In this episode (sponsored by KingswaySoft), hosts Britta Rekstad and Matthew C. Anderson discuss the usage of Actions and Child Workflows in the Dynamics 365 platform.
Discussed on the show * Getting familiar with Actions in Dynamics 365 * Actions and Child Workflows * Example using notifications * What's different about an Action * Visibility to end users * Action Buttons (preview feature)
What's on your mind? Have a question you'd like answered on a future podcast? Submit one by visiting implementthis.org.
In this episode (brought to you by Maplytics by Inogic) Matthew and Joel follow up the recent episode about attending conferences and look at productivity as a conference presenter:
- Finding a topic for your presentation
- Preparing the content for your presentation
- PowerPoint tips
- Presentation delivery tips
We also follow up on our recent episode about reading nonfiction with a discussion of why you should read fiction, and how reading fiction is different than reading nonfiction.
This episode is brought to you by D365UG.
Today Ulrik and Joel discuss what's new in the August 2018 Update for Power BI Desktop.
Topics discussed:
- Export to PDF
- Charticulator
- Color themes and conditional formatting
- New workspaces
- Composite models--combining direct query and imported data
- N:N relationships
Links:
- Power BI Desktop August 2018 Feature Summary
- Charticulator.com
- Aggregate total on top of stacked column charts in Dynamics 365
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), hosts Britta Rekstad and Matthew C. Anderson discuss a listener question around Campaigns, Campaign Responses, and Duplicates.
Discussed on the show * Discuss the question * Making assumptions * Sources for duplicates * Addressing through process * Addressing through technology * Other potential hurdles
What's on your mind? Have a question you'd like answered on a future podcast? Submit one by visiting implementthis.org
In this episode (brought to you by KingswaySoft), we revisit The 7 Habits of Highly Effective People and talk about how relevant it is today. Much productivity advice focuses on making your production more efficient but ignores the production capacity.
Topics we discuss on this episode:
- P/PC balance
- Seeking to understand, then be understood
- Sharpening the saw--in what areas are we doing well, what do we need to focus on more
- How does P/PC balance apply to people working with Dynamics 365?
- Personal mission statements
Do you have a personal mission statement? We would love to hear your approach and how it has helped you.
Links discussed:
- 7 Habits Revisited: https://joellindstrom.com/2018/08/11/the-7-habits-revisited/
- Start with Why by Simon Sinek: https://www.amazon.com/Start-Why-Leaders-Inspire-Everyone-ebook/dp/B002Q6XUE4/ref=sr_1_1?s=digital-text&ie=UTF8&qid=1534592489&sr=1-1&keywords=start+with+why
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 D365UG) we are joined by Mike Dickerson, CEO of ClickDimensions.
ClickDimensions is the leading third-party marketing automation platform for Dynamics 365. During our conversation, we discuss how ClickDimensions has grown in the 18 months, how ClickDimensions is adapting to recent changes in the Microsoft Business Applications Platform, and what is in the future roadmap.
Topics discussed in this episode:
- ClickDimensions and Unified Interface
- Other components of the Microsoft Business Applications Platform
- Digital marketing trends
- Is email still king?
- B2B vs B2C marketing
- ISV's tension between Microsoft roadmap and ISV product roadmap
- Common marketing automation mistakes
- Common traits of successful marketing automation deployments
- Services required for marketing automation deployments
- Understanding your value proposition to your clients
ClickDimensions expansion plans
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 Maplytics by Inogic), hosts Britta Rekstad and Matthew C. Anderson take a look down memory lane of working with Dynamics and compare what they'd do differently (or the same) for their first project today.
Discussed on the show * Taking parental leave * How much to take on in a project * Neil Benson's Scrum Dynamics * Camtasia and Snagit by TechSmith * SnapShot documentation tool * Test and feedback tool for bug tracking
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 Ingenius and D365UG.
Our guests for this episode are Shilpa Sinha, Microsoft Product Manager for Unified Interface, and Srihari Srinivasa, Microsoft Product Manager for Outlook integration.
Send feedback to Shilpa and Srihari about Unified Interface and App for Outlook by leaving feedback at experience.dynamics.com. You can also email feedback to unifiedfeedback@microsoft.com
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 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 KingswaySoft), Ulrik and Joel go through the October '18 release notes for Power BI and analytics.
Topics discussed:
- October '18 release notes for Power BI
- Embedded Power BI visuals in Dynamics 365 forms
- SSRS reports in unified interface and mobile
- Preview feature--run SSRS reports from Power BI Premium
- Deeper PowerApps integration with Power BI
- CDS connector for Power BI--get your labels
- Enhancements to links in Power BI dashboards
- Power BI in Dynamics 365 portals
- What are data flows
- PowerQuery in CDM
- Intellisense in PowerQuery
- What happened to CDS-A
- What happened to Customer Insights
- Predictive lead scoring
This episode is a production of Dynamic Podcasts LLC. Subscribe to the CRM Audio network of podcasts on Apple Podcasts and Spotify.
Thanks to D365UG for sponsoring this episode. Be sure to attend the free D365 Virtual Summer Camp for Service August 7-9 to learn what you need to know about Customer, Project, and Field Service in Dynamics 365. You can sign up for this event at https://www.d365ug.com/participate/virtual-summer-camp.
In today's productivity episode we talk about productivity at conferences--how to pick your sessions, build relationships, balance work responsibilities while at the conference, and how to pace yourself.
Other topics discussed:
- Windows timeline support for Chrome and Firefox
- Improvements in Edge browser
- Turning Kindle Fire into a full Android tablet
- The productivity of wearable technology
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), we are joined by Dan Gittler, Principal Program Manager for Universal Resource Scheduling with Microsoft.Dan came from Field One, and in this episode he talks about the history of URS and what is coming in the October 2018 release.
- History of Universal Resource Scheduling
- Common use cases for URS
- Uncommon use cases for URS
- URS and Unified Interface
- URS and Canvas PowerApps
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 (sponsored by Ingenius), Britta Rekstad and Matthew C. Anderson discuss the Customer Service App, Interactive Service Hub, and bring clarity to similar terms in Dynamics 365 .
Discussed on the show * Interactive Service Hub (and the move to Customer Service App) * Customer Service App * Disambiguation of similar-sounding terms * Customer/Project/Field Service Apps * Universal Scheduling Engine * Unified Service Desk * Apps in Dynamics 365 / Model-driven PowerApps * Solution awareness of Apps in Dynamics * Editing the sitemap with the (mentioned reference to edit default sitemap with sitemap designer, info @2min mark in video)
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 KingswaySoft and D365UG.
We are live at the Microsoft Business Applications Summit in Seattle, and the release notes for Oct '18 are out. In this episode we cover the highlights of the release notes and what we have learned from the summit:
- Field Service
- Project Service
- Customer Service
- Sales
- Marketing
This episode is a production of Dynamic Podcasts LLC. Subscribe to the CRM Audio network of podcasts on Apple Podcasts and Spotify.
Microsoft recently announced a major shift in the way that updates to Dynamics 365 and new features are deployed to existing environments. In this episode (brought to you by Maplytics by Inogic), we discuss the ramifications of this change and what you need to know about it as you plan your updates.
Topics in this episode:
- No more customer driven updates
- Who needs advanced find?
- Icons for app modules in sitemap
- Creating SVG the right way
- ISV competency for partners
- The mystery of the disappearing sitemap settings link
- Business Applications Platform summit update
- Update for Universal Resource Scheduling
Links:
Modernizing the way we update Dynamics 365
https://cloudblogs.microsoft.com/dynamics365/2018/07/06/modernizing-the-way-we-update-dynamics-365/
Inkscape--scale/redraw your SVG
https://inkscape.org/en/
ISV partner competency
https://partner.microsoft.com/en-us/membership/isv-competency
URS June update
https://blogs.msdn.microsoft.com/crm/2018/06/27/whats-new-in-universal-resource-scheduling-for-dynamics-365-june-2018-update/
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 Maplytics by Inogic), hosts Britta Rekstad and Matthew C. Anderson discuss PDFing and document generation in Dynamics 365 (another listener question!).
Discussed on the show A cornucopia of methods to generate documents that leverage Dynamics 365 data:
- Email templates
- Word templates
- SSRS Reporting
- Community tools
- 3rd party ISV tools
- Output formats and PDF generation
- Driving user adoption
- Security & GDPR considerations
- Leveraging PowerApps
What's on your mind? Have a question you'd like answered on a future podcast? Submit one by visiting implementthis.org
In this episode of ProdCast (brought to you by KingswaySoft), Matthew and Joel talk about how focused intensity can help you accomplish more, and why you should sweat the small stuff.
Joel talks about his experience after a month on Android, subtle features that are great, and some areas where IOS is more polished.
Also discussed--productivity tools, including Windows 10 cloud clipboard sync.
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 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 Maplytics by Inogic.
In this episode, Ulrik talks about the exciting changes in the June update to Power BI Desktop. For Dynamics 365 users, the biggest change is that the V9 oData endpoint is now supported. Ulrik fills us in on some new parameters that need to be populated when updating your 8.2 reports and dashboards to use the v9 oData endpoint.
Ulrik also discusses some recent updates to his Power Query Builder for XrmToolBox.
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 of ProdCast (sponsored by Maplytics by Inogic), Matthew C. Anderson and Joel Lindstrom talk about staying productive during extended times off from work.
Other topics in this episode;
- Retrace your steps with Google Maps Timeline view
- Update on organizing OneNote notebooks
- Manage and control your mobile data usage with Datally
Links discussed in this episode:
- Google Maps Timeline view: https://www.google.com/maps/timeline?pb
- Datally (Android): https://play.google.com/store/apps/details?id=com.google.android.apps.freighter&hl=en_US
- Disconnect Privacy Pro (IOS): https://itunes.apple.com/us/app/disconnect-pro/id1057771839?mt=8
- Google Podcasts: https://play.google.com/store/apps/details?id=com.google.android.apps.podcasts&hl=en_US
This episode is a production of Dynamic Podcasts LLC. Subscribe to the CRM Audio network of podcasts on Apple Podcasts and Spotify.
On today's episode (sponsored by Kingswaysoft) hosts Britta Rekstad and Matthew C. Anderson discuss queues and queue management in Dynamics 365 and model-driven PowerApps.
Discussed on the show * Core entities of Queue, Queue Item, Routing Rule, Routing Ruleset * Public vs. Private queues * Visibility to queues and queue items & security * Dynamics user teams and queues * Using queues with different entities * Routing Rules and Workflow * Solution awareness for queue entities
What's on your mind? Have a question you'd like answered on a future podcast? Submit one by visiting implementthis.org
In this episode (sponsored by CRMUG) we catch up on the upcoming conferences and some PowerApps and Flow updates.
- Remember to republish your canvas apps
- Sharing PowerApps with other users
- Using the VSTS connector with Microsoft Flow
- Schedule for CRMUG Summit
- How to write a successful session proposal
- Schedule builder for Business Applications Summit
- Deploying PSA
- Durable Azure Functions
- Working with preview features in Dynamics 365
- Update on the CRMUG Service Summer Camp
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 Ingenius.
It's summer in North America, but things aren't slowing down. We talk about some of the recent news for the Business Application Platform:
- July updates to the unified interface, including Advanced Find
- Migrating personal views between D365 environments
- Do most users really use Advanced Find?
- Should new deployments use UCI or web UI?
- New admin and data read audit features in Dynamics 365
- Using Microsoft Flow to notify you when your Dynamics 365 version changes
- Scheduling reports
- Updating data directly from Excel
Links discussed in this episode
- Enable and use activity logging: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/enable-use-comprehensive-auditing
- Bob Guidinger's version checker for Dynamics 365: https://bguidinger.com/blog/version-checker-for-dynamics-365
- Work with data in the Common Data Service using the Excel Add-in: https://powerapps.microsoft.com/en-us/blog/cds-for-apps-excel-importexport/
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 d365UG), Ulrik announces the beta of a new tool for XrmToolBox to help you build Power Query queries and also talks about how and why you should embed canvas PowerApps in your Power BI dashboards.
Links in this episode:
- Power Query Builder for XrmToolBox: https://www.xrmtoolbox.com/plugins/PowerQueryBuilder/
- Ulrik's video of the Power Query Builder: https://crmchartguy.com/power-query-builder/
- Embed PowerApps in Power Bi: https://powerapps.microsoft.com/en-us/blog/embed-an-app/
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 Ingenius.
Email is something we love to hate, but since it is necessary for most of us, how can you make it easier for the people to whom you are sending messages and improve your likelihood of getting a response?
- Tips on making your emails more respond-able
- How to ask questions in email
- What to do if the message requires a lot of detail
Tools mentioned in this episode:
- Grammarly: https://www.grammarly.com
- Respondable from Boomerang: https://appsource.microsoft.com/en-us/product/office/WA104379606?tab=Overview
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.
This week we welcome new Business Solutions MVP's Sarah Jelinek, Scott LeFante, and Ulrik Carlsson.
- What was their reaction when they received notification of the award?
- What are they most excited about?
- What is their biggest concern?
- What advice do they have for prospective MVP's?
- Social posting tips
We also cover the latest Microsoft Business Applications news, and recap recent conferences.
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 (sponsored by Kingswaysoft) hosts Britta Rekstad and Matthew C. Anderson discuss rollup fields in Dynamics 365. Note: Much of the conversation also applies to Model-driven PowerApps.
Discussed on the show * Rollup field basics * Operation speed * Aggregation considerations * Workflows and rollup fields * Other considerations when using rollup fields * Alternatives to rollup fields * Importable tools (Dynamics 365 Workflow Tools on GitHub / Workflow Elements on Appsource)
We also mentioned a few topics that we went into greater detail in episode 17
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 my Maplytics by Inogic.
Gus Gonzalez joins us to talk about D365 Saturday Atlanta. There's still time to register for the free event.
For this episode's main event, Ulrik discusses analyzing business process flow data, such as sales pipeline data.
- Time per stage
- Sales velocity
- Sales trends over time
Ulrik also talks about preview features that allow you to extend the business process flow entity, and how adding additional fields and relationships can help simplify your sales reporting.
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 Ingenius.
Lucas Alexander is back this week. We talk about what's new with Business Applications, and Shawn calls for proposals for the Dynamics 365UG Summer Camp:
- George's developer challenges
- Flow in Excel with Dynamics 365
- Excel disasters
- Unruly flows
- Converting D365 solutions to CDS solutions
- Delegate/category tracking
- D365UG summer camp
Links:
Tip 1117-Category/delegate tracking
Developer Masterclass
D365UG Virtual Summer Camp call for proposals
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 (sponsored by @maplytics by @inogic), hosts Britta Rekstad and Matthew C. Anderson continue their discussion (started in episode 14) about their favorite things in Dynamics for sales force automation in Dynamics.
Discussed on the show * Category search vs. relevance search use cases * Wildcards in search (George Doubinski's Wildcard Tip of the Day post) * Search performance, best practices, and idiosyncracies * Power struggles for data formatting * Using shared personal views with user teams * Persnickety * Affinity for Goals (as discussed in Episode 17) * Dynamics 365 Gamification (on AppSource)
What's on your mind? Have a question you'd like answered on a future podcast? Submit one by visiting implementthis.org