Crm Audio -- The Dynamics 365 Podcast

This episode is brought to you by D365UG. Today Nick and Collin are joined by Nikita Polyakov, Senior Architect with the Microsoft FastTrack group. Nikita talks about his experience working with D365 portals and steps required to be successful with D365 portals. Topics discussed in this episode: Skills required to work with portals Customer challenges with portals Building domain experience with portals Setting realistic expectations with portals Scope of Microsoft support for portals Using other technologies with D365 portals When are other portals technologies a better fit than D365 portals? Microsoft investment in portals enhancements Designing with the user in mind Agile portals deployment  

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 th

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 pro

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 Podcas

In this episode (sponsored by mscrm-addons.com), hosts Britta Rekstad and Matthew C. Anderson discuss the easy to use (non-developer) methods to get data into Dynamics 365 Customer Engagement and the Common Data Service for Apps. Discussed on the show Import methods File types Import process Working with exceptions Relational data import What's on your mind? Have a question you'd like answered on a future podcast? Submit one by visiting implementthis.org

This episode is brought to you by D365UG. In today's episode, Katherine and Will talk about reporting options for Finance and Operations. When should you use Finance/Management Reporter? When should you use Power BI? Difference between reporting in Customer Engagement and F&O Statutory reporting Discussing reporting with clients Reporting when moving from another ERP Reporting on revenue recognition General ledger reporting October 2018 enhancements for F&O Integration with Field Service and Project Service Integration templates Got feedback or suggestions for a future episode? Email voice@crm.audio. This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts, Spotify, Player.FM, Google Podcasts, TuneIn, Stitcher, or YouTube. You can also listen via our app on iOSor Android. Music: https://www.purple-planet.com

This episode is brought to you by Maplytics by Inogic. A few episodes ago we discussed personal mission statements. In this episode, Matthew Anderson talks about his personal mission statement and techniques he found to get to the why. In this episode: Frying turkeys Personal mission statements revisited Essentialism "Personal philosophy" vs. "mission statement" How do values fit in with mission statement? Detect vs. invent Bland and concrete mission statement Leaving room for new experiences in your concrete mission statement What has Matthew stopped doing in light of his mission statement? Is TSA Precheck productive? Links: Franklin Covey mission statement builder: https://msb.franklincovey.com/  Essentialism by Greg McKeown  Got feedback or suggestions for a future episode? Email voice@crm.audio. This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts, Spotify, Player.FM, Google Podcasts, TuneIn, Stitcher, or YouTube. You can also listen

In this episode (sponsored by D365UG), hosts Britta Rekstad and Matthew C. Anderson discuss the modern auditing capabilities in the Microsoft Business Applications platform. Discussed on the show XRM Toolcast Auditing - history GDPR and its influence on auditing/logging Compliance center protection.office.com Info on docs.com a.k.a. docs.microsoft.com User adoption Leading indicators for Business App value What's on your mind? Have a question you'd like answered on a future podcast? Submit one by visiting implementthis.org

In today's episode of the portals podcast (brought to you by Maplytics by Inogic), Colin Vermander and Nick Doelman talk about how to learn Dynamics 365 Portals In this episode: Updates from recent D365 Saturday events Upcoming events Training resources for portals Links: Microsoft Docs portal documentation: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/administer-manage-portal-dynamics-365 Dynamics Community: https://community.dynamics.com/search#q=portal&sort=&defaultAskForumId=0&pi56441=1&group=57&groupVisible=3 Create a trial: https://trials.dynamics.com Elaiza Benitez portal tutorials on Youtube: https://www.youtube.com/results?search_query=benitezhere+portals Nick Hayduk's Engineered Code Blog: https://www.engineeredcode.com/blog/category/crm-portals Got questions about portals for Nick and Colin? Email voice@crm.audio. This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.

We cannot tell you how good it feels To have a guy like you build strategies Oh, Ben, you’re the big big brain of Field Service You’re surely at the top in the industry as we know it, and we know it   You rule the Internet of Things You makes lives easy in a blink We admire your work and the change it brings Especially People, Process and Technology, oh, oh! Ben You’re Gold!   And oh, how we love to talk about you at our podcast We wish for you to grow in your field even further and help the world so vast We learn from you each day, Ben Inspired by your logical brain And always looking forward to get better

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

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

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

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