CRM Audio -- The Dynamics 365 Podcast

By Joel Lindstrom, Shawn Tabor, George Doubinski, Matthew C Anderson, Mark Smith, Scott Sewell
About this podcast
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.

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By Radio New Zealand
By DATA3 Corporation
March 16, 2018
In this episode (sponsored by Ingenius), our hosts talk with Todd Lewis and Leigh Weinshelbaum from CafeX about Omni-channel communication.    Topics include: What Omni-channel communication means to the panel The need for OmniChannel Customer experience The push for omnichannel experiences by Millenial customers and employees Examples of great Omni-channel experiences Wesley Chapel Toyota Delta Discussion of CafeX features and capabilities LiveAssist for Dynamics 365  As always, you can reach out to our hosts on Twitter: Shawn (@crmhobbit) Scott (@fldservice_guru)  Our guests, Todd and Leigh can be contacted via email:  [email protected] [email protected]   More information on LiveAssist for Dynamics 365 can be found at:
March 15, 2018
This episode (sponsored by Kingswaysoft) was recorded live at the Resco Next conference. Joining Scott and Shawn are Ben Vollmer, Gus Gozalez, and Raz "D365 Saturday." Topics discussed in this episode: Dynamics Mobile Field Service IOT D365 Saturday Whiskey  
March 15, 2018
In this episode (sponsored by D365UG/CRMUG), Matthew talks about his experiences working from a coworking space--why he chose to use a coworking space, coworking etiquette, and if it has made him more productive. Joel gives an update on his month-long experiment pausing his inbox, and some of the unexpected results.  
March 12, 2018
Sponsors This episode is sponsored by Maplytics by Inogic.    Please Subscribe, Comment and get in touch For topic and guest suggestions, please use the following link:       Full show notes available here Guest Profile Mohamed is an MVP who focuses on Architecting, Leading and Delivering Dynamics 365 Technology-enabled Business Solutions and Digital Transformation programmes. He has been focusing on Microsoft Dynamics CRM for more than 12 years. He has led and delivered Dynamics programmes across various Industries and Sectors leading both onshore and offshore teams. Mohamed is also a regular speaker on Dynamics CRM, GDPR, Cloud & Digital Transformation and Customer Technology Strategy. He started and built from the ground up, the Dynamics CRM Practice for a Big 4 Management Consultancy in London. He managed to grow it to a successful multimillion pound practice with more than 40 consultants and developers delivering a number of successful high profile programmes. In this Episode General Data Protection Regulation (GDPR) Layperson's view of GDPR What is GDPR? Who is affected by the new regulation? Microsoft Dynamics 365 Partners and GDPR Microsoft and GDPR Dynamics 365 consultants and the effect GDPR will have on their roles GDPR and Geography for all those outside the EU GDPR and the current Dynamics platform Marketing, Sales and Service – how will GDPR affect these Dynamics 365 Audit with Read Access and GDPR Dynamics 365 Security and GDPR Book Recommendations TinTin Resources Mentioned TechLabs Microsoft Trust Centre EUGDPR Trello Microsoft ToDo LinkedIn Wunderlist 365Saturdays Contact Details LinkedIn: Twitter:   Your Host is Mark Smith – nz365guy Business Solutions MVP LinkedIn: Twitter:   Instagram: Blog:   Music Credit I dunno by grapes (c) copyright 2008 Licensed under a Creative Commons Attribution (3.0) license. Ft: J Lang, Morusque
March 10, 2018
Welcome to episode two of Scrum Dynamics, the podcast series for Microsoft Dynamics 365 practitioners who want to use the Scrum framework for agile projects. This episode is sponsored by Ingenius. In this episode, co-hosts Neil Benson and Dermot Ryan, introduce the Scrum framework’s events, roles, deliverables and the Scrum theory. We cover: Sprints, Sprint Planning, Daily Scrum, Sprint Review and Sprint Retrospective events Product Owner, Scrum Master and Development Team roles Product Backlog, Sprint Backlog and Product Increment deliverables Empirical process control, and the pillars and principles of the Scrum theory Download the Scrum Terms Worksheet to go along with this episode for a handy guide to all the Scrum terms you’ll hear in this show.
March 9, 2018
In this episode (sponsored by Maplytics by Inogic), hosts Britta Rekstad and Matthew C. Anderson discuss some of their favorite things--and lessons learned--for building out Sales Force Automation (SFA) implementations (beyond the expected Lead/Opportunity/etc.). Discussed on the show QuickView forms Field Mapping QuickCreate forms What's on your mind? Have a question you'd like answered on a future podcast? Submit one by visiting
March 7, 2018
This episode is sponsored by KingswaySoft. Episode Description Earlier on the podcast, we discussed how Power BI dashboards and reports could be added to Dynamics 365 personal dashboards. However, until now there has not been any easy way to add Power BI to system dashboards and record forms. Until now. Trond is a Norway based solution/application architect, and he has solved these limitations with the CRM Power BI Viewer. This solution is solution aware and allows you to add Power BI reports and dashboards to Dynamics 365 Customer Engagement forms and system dashboards. Links Trond Aarskog on LinkedIn: Power BI viewer: This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.
March 6, 2018
This episode is sponsored by CRMUG/D365UG. We're in Redmond for the 2018 MVP Summit. While we can't tell you about what we are learning, we can talk about the following items: CRMUG FSA/PSA SIG inaugural meeting The new API limits for Dynamics 365 The 9.01 update and what has been fixed How to become an MVP Links in this episode: Number of keystrokes left in your life: How to cope with the Dynamics 365 API limits: CRMUG Field and Project Service SIG: What's new in Dynamics 365 9.01:
March 3, 2018
In this episode (sponsored by CRMUG/D365UG), Shawn and Sarah (yes, the Diva herself) discuss more things you need to know when implementing Customer Service, including…   Record Types and their Functions The importance of the Contact Know Your Customer Knowledge Management Relationship Insights and Service Case Creation Rules Action Cards SLAs Great example of customer service – Delta Airlines Email Templates …and more
March 1, 2018
This episode is sponsored by Maplytics by Inogic. On this episode we talk about the things you need to know about the Dynamics 365 Marketing preview: What is Dynamics 365 for Marketing Customer Journey Segment Marketing Pages How does D365 marketing use leads (and how it may be different than you think) Event Management Links: Sign up for the preview: Documentation: View presentation from CRMUG Canada meeting: This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.