CRM Audio

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.

Gus Gonzalez started a series of podcasts giving an overview of what he would do if he were the program manager for some of the Dynamics 365/Power Platform products. This the portal edition where Colin, Nick and Nick discuss the new features and options they would add to portals if they were program managers (with unlimited budget and resources) What is your wish list item? https://ideas.powerapps.com Our Twitters: Colin Vermander: @koolin_ Nick Hayduk: @Engineered_Code Nick Doelman: @readyxrm CRM MVP Podcast: http://crmmvppodcast.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,

The Power Platform 2020 Wave 1 release plan has been published! Also announced is the WS-trust and organizationserviceproxy deprecation, which as a big impact on xRM Community edition, Microsoft open source and Adxstudio v7 portals. Join Nick Doelman, Colin Vermander and new permanent host Nick Hayduk as they discuss these new features and changes. Release Plan: https://docs.microsoft.com/en-us/power-platform-release-plan/2020wave1/ xRM Portals Community Edition Open Issue https://github.com/Adoxio/xRM-Portals-Community-Edition/issues/123

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

Dileep Singh returns to the podcast with an update of the Power Apps Portals General Availability and some hints as to what might be coming in 2020 wave 1. Also discussed is the new Configuration Migration Tool, Forms Pro and Web Forms. Unified Interface Transition dates Portal: https://runone.powerappsportals.com/ Ideas site: https://experience.dynamics.com/ideas/ Colin's blog: https://colinvermander.com/ Nick's blog: https://readyxrm.blog Nick's Portals Training at Scottish Summit 2020: https://scottishsummit.com/event/nd

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?

Colin and Nick chat with Ted Pattison about his journey learning Power Apps Portals from a Power BI/SharePoint/Office 365 background. A great conversation of Ted learns new technology and applies to teach others. Ted's MVP profile: https://mvp.microsoft.com/en-us/PublicProfile/10712?fullName=Ted%20Pattison Ted's training site (check out his classes!) https://www.criticalpathtraining.com/ Colin's blog: https://colinvermander.com/ Nick's blog: https://readyxrm.blog

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 t

In this episode, Nick and Colin discuss the general availability of Power Apps Portals as well as updates from the Microsoft Ignite conference which they are enjoying from their office chairs in Canada.

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 KingswaySoft. Nick and Colin are joined by special guest Eugene Van Staden. Eugene, Colin and Nick discuss building a set of ALM/DevOps tools for PowerApps Portals deployments. Learn about the importance of healthy ALM, the available open-source tools and the challenges of applying automated DevOps to Portal projects. Show Notes and Links: Eugene's contact info: [email protected] https://github.com/hmdvs - Eugene will eventually post some of his templates and companion app samples there. 2019 State of DevOps Report https://puppet.com/resources/whitepaper/state-of-devops-report Andrew Vogel's tools: https://www.powershellgallery.com/packages/Microsoft.Xrm.DevOps.Data.PowerShell/1.3.0 https://github.com/abvogel/Microsoft.Xrm.DevOps.Data Scott Durow's Task Runner https://github.com/scottdurow/SparkleXrm/wiki/spkl Microsoft Doc's Configuration Data Migration Tool https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/migrate-portal-configuration 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 episode is brought to you by KingswaySoft. Today Dileep Singh, Principal Program Manager Lead from Microsoft, joins Nick and Colin to talk PowerApps Portals. Links: Introducing PowerApps Portals https://powerapps.microsoft.com/en-us/blog/introducing-powerapps-portals-powerful-low-code-websites-for-external-users/ PowerApps Portals Pricing Update https://colinvermander.com/2019/08/29/powerapps-portals-pricing-update/ PowerApps and Microsoft Flow licensing FAQs for October 2019 https://docs.microsoft.com/en-ca/power-platform/admin/powerapps-flow-licensing-faq#will-powerapps-and-microsoft-flow-use-rights-change-for-dynamics-365-applications PowerApps Portals Release Overview 2019 wave 2 https://www.youtube.com/watch?v=6NPtZSMH0h4 Linkedin: https://www.linkedin.com/in/dileep-singh-82b57317/ 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 [email protected].

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