CRM Audio -- The Microsoft Business Applications Podcast

By Joel Lindstrom, Shawn Tabor, George Doubinski, Matthew C Anderson, Mark Smith, Scott Sewell

About this podcast   English    United States

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 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.
June 22, 2018
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.
June 19, 2018
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.
June 17, 2018
Sponsors Thanks to our sponsors for sponsoring Dynamics 365 Practice Show Inogic   https://www.Inogic.com 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 here: https://www.nz365guy.com/22 Guest Profile Elaiza Benitez is a highly motivated and enthusiastic individual and has nine years’ experience in sales analysis, business analysis and CRM consulting roles. She has great communication skills and enjoys the process of understanding and solving problems to support business process improvement. She adapts to project and support-based work. She thrives as an intermediary between business owners and the developers in projects, whilst helping a business owner with their support requirements. Overall, she is a very much a people person and like working in teams. To top this off she is the currently the only female MVP in Australia or New Zealand that specialize in Dynamics 365. She's worked with Dynamics CRM versions 4.0 through to 9.0. In this Episode From starting at the bottom Steps to progress in Dynamics career Share yourself with the community The negative and positives of a Dynamics career Public speaking Take and giving feedback YouTube Pay it forward  Book Recommendations Sapiens: A Brief History of Humankind - Yuval Noah Harari https://amzn.to/2tbf2Yf Resources Mentioned Instagram https://www.instagram.com ERD for D365 - https://benitezhere.blogspot.com.au/2016/08/awaken-erd-force-in-you.html Blog - https://benitezhere.blogspot.com.au/2015/02/diving-into-product-structure-of.html Sophie Khun-Hammond https://www.linkedin.com/in/sophie-khun-hammond-0b600614 Brent Wimmers https://www.linkedin.com/in/brent-wimmers-aa9690a5 Contact Details LinkedIn: https://www.linkedin.com/in/elaiza-benitez-ab50902b Twitter: https://twitter.com/benitezhere 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 I dunno by grapes (c) copyright 2008 Licensed under a Creative Commons Attribution (3.0) license. http://dig.ccmixter.org/files/grapes/16626 Ft: J Lang, Morusque  
June 15, 2018
On this episode of AYS (brought to you by Resco), we are joined by Jim Lomas, PMP & Hannah Farley, CCMP.  We discuss Instructional Design and Organizational Change Management and how these strategies are used to address the Human Factor within global call center implementations. Links for the show notes: Jim Lomas - LinkedIn https://www.linkedin.com/in/james-lomas-pmp-84146732   Hannah Farley - LinkedIn https://www.linkedin.com/in/hannahfarley   Leading Change -John Kotter https://www.amazon.com/dp/1422186431/ref=cm_sw_r_cp_api_MeXiBbSHQ5KWK
June 14, 2018
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.
June 12, 2018
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.
June 11, 2018
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
June 8, 2018
In episode 8 of the Scrum Dynamics podcast (sponsored by CRMUG/D365UG), Dermot and Neil answer questions submitted by podcast listeners about: Estimating chores to reduce technical debt. Prioritizing items with dependencies and the principle of emergent design. Whether business analysts are part of the development team or not. Planning agile projects, especially in the sales cycle. You can submit your questions by tweeting @customery or visiting customery.com and clicking on the Send Voicemail button. This episode is sponsored by the CRM User Group. The D365UG Summit is the largest global conference for the Dynamics 365 user group. You can find out more at D365UGSummit.com. You can win a complimentary ticket to the D365UG Summit in our giveaway by entering at customery.com/blog/summit. CRM.Audio podcast listeners can get discounted access to the Introduction to Scrum for Dynamics 365 online training course at crm.audio/scrumdynamics.
June 7, 2018
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.  
June 5, 2018
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.

Podcasts like "CRM Audio -- The Microsoft Business Applications Podcast"   ·   View all

By Chris Jones, Derek O'Neill and John Harrison. TV Podcast Industries
Disclaimer: The podcast and artwork embedded on this page are from Joel Lindstrom, Shawn Tabor, George Doubinski, Matthew C Anderson, Mark Smith, Scott Sewell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.