Crm Audio -- The Dynamics 365 Podcast

In today's episode (brought to you by KingswaySoft), Brian Galicia from Microsoft joins Joel Lindstrom and Steve Mordue to talk about LinkedIn Sales Navigator. Discussed in this episode: The value of LInkedIn Sales Navigator Sales Navigator and Sales AI Who Knows Whom Individual vs team subscriptions for Sales Navigator Experience when sales reps leave your company Experience in Online vs On-Premise Experience in Dynamics vs competing CRM systems Leveraging Sales Navigator controls outside of the widget InMail and spam LinkedIn best practices This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.

In this episode (brought to you D365UG) George Doubinski and Joel Lindstrom review Dynamics 365 v9 On Premise. Why does On Premise still matter? What are the functionality differences bertween V9 Online and On Premise? Is Unified Interface available? Are virtual entities available? Using V9 On Premise in your cloud migration strategy Difference between the Online and On Premise maker experiences Why D365 Online is more intelligent Links: Download Dynamics 365 v9 https://www.microsoft.com/en-us/download/details.aspx?id=57478 System requirements https://go.microsoft.com/fwlink/?linkid=2016445 Installation instructions https://go.microsoft.com/fwlink/?linkid=2016540  New features in D365 v9 On Premise https://docs.microsoft.com/en-us/dynamics365/get-started/whats-new/customer-engagement/dynamics365-on-premises-features  This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.  

It's our 100th episode of CRM Audio (brought to you by  Maplytics by Inogic). In this episode, we look back at some CRM Audio trivia In this episode: The Enabler Business Applications Platform October update Using PowerApps and Flow to manage PowerApps and Flow Catch the release train The new PowerApps solution manager How to include PowerApps and Flows in solutions Updates to Dynamics 365 for Marketing Usage patterns of small companies vs large companies This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.

In our new series (brought to you by D365UG/AXUG), Katherine Alfaro, William Dorrington, and Shawn Tabor talk Dynamics 365 Finance & Operations. In the first episode, we introduce the hosts and talk about some of the differences between Customer Engagement and Finance & Operations. How to spell F&O What is F&O? How does D365 F&O fit in the Microsoft Business Applications Platform? Supply chain management Invoicing Inventory management Integration with Field Service and Project Service This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.

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

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

This episode is brought to you by Maplytics by Inogic. We are back with another episode about Dynamics 365 portals. This week Sheila Shahpari and Nicholas Hayduk join Nick and Shawn from D365 UG Summit in Phoenix. Topics discussed in this episode: Portals news Best practices for portals implementations Document management and Power BI in portals Portals vs CMS New user editing experience Editing HTML content snippets Are Canadians too nice? This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.  

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.

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

Refresh the Cache (brought to you by D365UG) was recorded live from the show floor at Microsoft Ignite!  Our guests are Dileep Singh, Sr. Program Manager – Microsoft Portals Team & Smith Codio, Program Manager – Microsoft ISV Success Team.  We cover many questions provided to us from listeners such as: How will portals align to the future of apps/CDS?  What is being done to continue to improve performance? Is there OData v4 compatibility for entity list OData feeds? …and more! Links  Dileep Singh – LinkedIn https://www.linkedin.com/in/dileep-singh-82b57317/ Smith Codio – LinkedIn https://www.linkedin.com/in/smithcodio/ This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.

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 Ep