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This is the Power Platform Daily Brief for Thursday, April 18, 2019. This episode is brought to you by Mscrm-Addons.com. In today's update: Canvas apps debugging with results view shows you the results of your formulas: https://powerapps.microsoft.com/en-us/blog/canvas-debugging-with-results-view/ Use new screen properties for responsive canvas apps: https://powerapps.microsoft.com/en-us/blog/new-properties-for-responsive-canvas-apps/ Mary Jo Foley chats with Steve Mordue about Power Platform: https://www.petri.com/mjfchat-how-microsofts-power-platform-can-empower-citizen-developers D365UG Summit call for proposals has been extended: https://www.surveymonkey.com/r/UGSummitNA2019 CRM Audio Live! Got any feedback or suggestions for other topics? Email [email protected].

This is the Power Platform Daily Brief for April 16. This episode is brounght to you by ClickLearn. In today's news: Updates and issues fixed in this week's Service Update 46 for Dynamics 365 v9.1: https://support.microsoft.com/en-us/help/4499770/service-update-46-for-microsoft-dynamics-365-9-1-0 Office plans are being renamed--Office Enterprise E3 is being renamed Office 365 E3 Search filters are coming to Outlook on the web: https://support.office.com/en-us/article/search-mail-and-people-in-outlook-on-the-web-b27e5eb7-3255-4c61-bf16-1c6a16bc2e6b?ui=en-US&rs=en-US&ad=US Teams that you haven't used fo 45 days or more will be automatically moved out of the favorite area: https://support.office.com/en-us/article/reorder-the-teams-list-afe19b9e-b6e8-4a6b-8627-dddb4f774b65?ui=en-US&rs=en-US&ad=US Changes coming to the Dynamics 365 authentication behavior to pave the way to a passwordless future: https://docs.microsoft.com/en-us/azure/active-directory/users-groups-roles/signin-realm-discovery We also have a preview of the next XrmToolCast with Natraj Yegnaramen. Get it now by subscribing to the XrmToolCast feed on Apple or Spotify.

This is the Power Platform Daily Brief for tax day. This episode is brought to you by KingswaySoft. In today's news: Product Visualize for Dynamics 365 preview: https://dynamics.microsoft.com/en-us/mixed-reality/product-visualize/ New connectors available for the Power Platform Data8 Data Enrichment Flow connector: https://us.flow.microsoft.com/en-us/connectors/shared_data8/data8-data-enrichment/ Copy SalesForce Groups to CDS Teams via Flow: https://us.flow.microsoft.com/en-us/galleries/public/templates/4be601b0665f11e693285f4469c331c4/copy-new-salesforce-groups-to-common-data-service-team/ Include guests in Flow approvals: https://flow.microsoft.com/en-us/blog/april-2019-release-launches-with-new-features-for-microsoft-flow/ Music: www.purple-planet.com

This is the Power Platform Daily Brief for Friday, April 12, 2019 (brought to you by ClickLearn). Today we interview Scott LeFante for the Friday Power Conversation ERD and Word Spaghetti Thoughts on Augmented Reality How he really feels about the Red Sox Links: Mary Jo Foley Power Platform Interview (Monday 4/15) https://www.petri.com/mjfchat-how-microsofts-power-platform-can-empower-citizen-developers> Music: purple-planet.com

In today's daily brief (brought to you by Mscrm-Addons.com: Have you tried the new Chromium based Edge browser preview? Listeners report it makes Dynamics 365 much faster. https://www.microsoftedgeinsider.com/en-us/?form=MO12FO&OCID=MO12FO Embedded canvas apps can now navigate, refresh, and control the model driven form in which they are embedded. This takes the story to a whole new level. https://powerapps.microsoft.com/en-us/blog/embedded-canvas-apps-can-now-navigate-refresh-and-save-the-host-form/ Please stop what you are doing and watch Scott Durow's amazing Tale of Three Realms video. This is the Game of Thrones for the Power Platform. https://www.youtube.com/watch?v=7wupXr7QRhI Got any feedback or suggestions for future episodes? Email [email protected]. Music: www.purple-planet.com

In today's Power Platform Daily Brief (brought to you by Maplytics by Inogic, We're asking a lot of questions Can Microsoft AI helps fight fires? Can I unplug my thumb drive without fear? And fear of what? Will MSFT acquire Adobe? Those Dynamics Guys and The Hobbit Ask 'Is Dynamics 365 Dead' AI for Wildfires: https://www.wsj.com/articles/how-ai-might-be-used-to-battle-wildfires-11554168366> Flash news: https://www.washingtonpost.com/technology/2019/04/09/people-can-safely-remove-usb-flash-drives-without-paralyzing-fear/?utm_term=.0f7ae6983a3f Scott Durow Blog http://develop1.net/public/post/2019/04/02/powerplatform-com-is-for-sale Forrester AD&D https://reprints.forrester.com/#/assets/2/108/RES144387/reports Will MSFT acquire Adobe? https://www.cmswire.com/digital-experience/will-microsoft-acquire-adobe/ Music: www.purple-planet.com

This is the Power Platform Daily Brief for Monday, April 8, 2019. This episode is brought to you by D365UG. Stories discussed on today's daily brief: Customer Insights is now generally available: https://cloudblogs.microsoft.com/dynamics365/bdm/2019/04/03/microsoft-dynamics-365-customer-insights-is-now-generally-available/ New filter options for Canvas Apps: https://powerapps.microsoft.com/en-us/blog/delegation-enhancements-for-lookups-today-now-and-addcolumns/ Opportunity to give feedback on PowerApps and get $120: https://powerapps.microsoft.com/en-us/blog/new-user-research-opportunity/ Microsoft Flow is now integrated with Azure IoT Central: https://flow.microsoft.com/en-us/blog/microsoft-flow-is-integrated-in-azure-iot-central-and-more/ Do you have any feedback or suggestions for future episodes? Email us at [email protected].

In today's Power Platform Daily Brief (brought to you by ClickLearn), Brad interviews Matthew C. Anderson for the Friday Power Conversation: xRM Tool Box: https://www.xrmtoolbox.com/ Travel Hack: https://www.hootoo.com/hootoo-tripmate-ht-tm05-wireless-router.html Sleeping Bag: https://www.thinkgeek.com/product/bb2e/ Music: https://www.purple-planet.com

Today on the PPDB for April 4 (brought to you by KingswaySoft): Live report from Hannover Messe, the world's largest manufacturing trade faire, where Microsoft and their partners are showing off the latest in IoT, augmented reality, and other cool tech. https://blogs.microsoft.com/blog/2019/03/28/manufacturing-a-better-future-microsoft-announces-intelligent-industry-innovations/

This is the Power Platform Daily Brief for April 2. This episode is brought to you by Maplytics by Inogic. Show Notes: Vulture reports that Microsoft marketing chief Chris Capossela requested that employees refrain April foolery. https://www.vulture.com/2019/03/microsoft-vows-no-april-fools-day-pranks.html?utm_campaign=vulture&utm_source=tw&utm_medium=s1 Return of Clippy in 2014 https://mashable.com/2014/04/01/clippy-is-back/#X8QxOCjgYPq8 And google announcing in 2011 that Contoso https://cloud.googleblog.com/2011/04/contoso-has-gone-google.html Google announces launch of the Google Tulip Microsoft Business Applications virtual launch event April 2019 https://info.microsoft.com/Microsoft-Business-Applications-Virtual-Launch-Event-April-19-Registration.html?LCID=EN-US&ocid=AID2333602_QSG_SCL_327314&utm_campaign=Dynamics%20Weekly&utm_medium=email&utm_source=Revue%20newsletter User Group Summit is October 15-18 in Orlando, but the deadline for submitting story ideas is coming up fast - April 12th. https://www.surveymonkey.com/r/UGSummitNA2019

This episode is brought to you by mscrm-addons.com. BIO Megan Walker is a CRM consultant with experience in web design, social media and marketing. She's a passionate blogger, writing about tips, tricks and ideas for non developer geeks. Show Notes: This week Nick is joined by Megan Walker where we talk about the best way to a Dynamics 365/Power Platform career is through a degree in Hotel and Tourism management. We also chat about learning and best practices around Dynamics 365 Portals and dive into some of Megan's recent blog posts and videos. Links: http://www.meganvwalker.com https://www.youtube.com/user/meganvwalker123 https://twitter.com/meganvwalker https://www.linkedin.com/in/meganwalker/

In today's episode of the Power Platform Daily Brief (brought to you by Kingswaysoft): Don't believe what you read Coming soon on CRM Audio Business Applications Virtual launch is tomorrow https://powerapps.microsoft.com/en-us/blog/see-whats-coming-next-in-microsoft-powerapps/ Register for the preview program at https://experience.dynamics.com/ Omnichannel Engagement Hub preview https://experience.dynamics.com/insider/campaign/?id=57134076-2723-e911-a95a-000d3a4f3883 Unified Service Desk preview--Chrome support! https://experience.dynamics.com/insider/campaign/?id=15288f0e-10d9-e811-a967-000d3a1bef07

This is the Power Platform Daily Brief for Friday, March 29, 2019. This episode is brought to you by D365UG. Live report from eXtremeD365 in Amsterdam with Lucy Muscat New collaboration between Adobe, Microsoft, and LinkedIn to accelerate account-based marketing for our joint customers" https://business.linkedin.com/marketing-solutions/blog/linkedin-news/2019/adobe--microsoft--and-linkedin-join-forces-to-accelerate-account> And the New York Times on Wednesday had a very good write up of the collaboration between Adobe and Microsoft and LinkedIn and did a good job of breaking down what this means for Salesforce competition https://nyti.ms/2TwwkKN Another big announcement from the Adobe conference; Adobe, Microsoft and SAP announce new Open Data Initiative details. https://news.microsoft.com/2019/03/27/adobe-microsoft-and-sap-announce-new-open-data-initiative-details/ And big news for the CRM Audio Network! Got any feedback or suggestions for future episodes? Email them to us at [email protected]. Music: https://www.purple-planet.com

In today's daily brief (brought to you by Mscrm-addons.com): Microsoft released the tooling for the PowerApps control framework (or did they?) https://twitter.com/PowerApps/status/1110689500521484289?s=20 Two weeks left to submit proposals to speak a the CRMUG Summit 2019 in Orlando. https://www.surveymonkey.com/r/UGSummitNA2019 Update 2.4 for Dynamics 365 On Premise is released. https://blogs.msdn.microsoft.com/crminthefield/2019/03/26/overview-microsoft-dynamics-365-on-premises-update-2-4/ Recently added connectors for the Power Platform https://emea.flow.microsoft.com/en-us/connectors/ Got any feedback or suggestions for future episodes? Send it to [email protected]. Music: https://www.purple-planet.com

In today's daily brief (brought to you by D365UG) Register for the April 2 Business Applications virtual launch event https://cloudblogs.microsoft.com/dynamics365/2019/03/21/watch-the-live-stream-of-the-business-applications-virtual-launch-event/ Forms Pro templates in Flow—Send a survey when a lead is qualified, order fulfilled, case is resolved https://flow.microsoft.com/en-us/galleries/public/templates/900eb2958a1648efb8f509da88242a8d/send-a-survey-when-a-case-is-resolved-in-dynamics-365/ New email based signin for D365 mobile https://blogs.msdn.microsoft.com/crm/2019/03/25/email-based-sign-in-for-dynamics-365-for-phones-and-tablets-ios/ Recent additions to the XrmToolBox: Data Export Validation Tool: https://www.xrmtoolbox.com/plugins/DataExportValidationChecker.XrmToolBox/

This is the CRM Audio Power Platform Daily Brief, What you need to know about the Power Platform today in 10 minutes or less. This episode is brought to you by Mapltyics by Inogic. Stories in today's daily brief: On April 1, CRM Audio is introducing separate series feeds for individual series, as well as a new whole network feed. Updates to campaign management and quick campaigns https://blogs.msdn.microsoft.com/crm/2019/03/22/updates-basic-list-campaign-management-capabilities-dynamics-365-applications-march-may-2019/ PowerApps is now available in government cloud https://powerapps.microsoft.com/en-us/blog/powerapps-for-us-government-is-generally-available/ Display names and GUIDS for canvas apps graduate https://powerapps.microsoft.com/en-us/blog/display-names-and-guids-for-canvas-apps-graduate/ What is included in service update 38 https://support.microsoft.com/en-us/help/4494438/service-update-38-for-microsoft-dynamics-365-9-1 Minor updates to trial environments are now scheduled during the weekend https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/policies-communications#maintenance-timeline Got any feedback or suggestions for future episodes? Send it to [email protected]. Music: https://www.purple-planet.com

In today's episode (brought to you by MSCRM-Addons.com), D365 consultant Chris Fairfax talks about his learning experience with Microsoft Flow Topics discussed in this episode: Taking on a challenge Learn by recreating system processes Learn by doing Changing your mindset Troubleshooting Flow Working with dates Performance testing of your Flow Imposter syndrome Using Flow to automate your personal life What's next on Chris' learning plan Links: Adding a date field to email in Flow by Elaiza Benitez: https://www.youtube.com/watch?v=ArLLAi6p9cs Chris Fairfax LinkedIn: https://www.linkedin.com/in/chrisfairfax/

In today's episode (brought to you by KingswaySoft), Joel Lindstrom and Stephan Smith tackle learning: what you should be learning, how you should do it, and where to start. Topics discussed in this episode: Learning new technologies and skills Deciding what to learn The demise of the DLP and CustomerSource Where do you start Don't just learn, do Give yourself a deadline Learn by teaching others Are MOOCs effective The side hustle Links: Mark Smith's blog listing new OpenEDX courses https://www.nz365guy.com/microsoft-dynamics-365-power-platform-training-and-exams-2019/ Microsoft Learn Business Applications content https://docs.microsoft.com/en-us/learn/browse/?products=dynamics%2Cpower-platform&resource_type=learning%20path

In today's episode (brought to you by D365UG), Matthew and Joel talk about being more efficient with your browser sessions during demos and screenshares, and Microsoft Teams productivity--is Teams the new Trapper Keeper or the new flapper binder? Chrome browser profiles Working with multiple demo personas and D365 accounts Controlling extension icons Tab management Microsoft Teams productivity The Team of me Organizing contacts Quickly start a chat Group meetings vs teams Copying and moving files between Teams and OneDrive Handle multiple networks more effectively Managing your teams list Using Flow to manage Teams

In today's episode (brought to you by D365UG), Matthew and Joel talk about being more efficient with your browser sessions during demos and screenshares, and Microsoft Teams productivity--is Teams the new Trapper Keeper or the new flapper binder? Chrome browser profiles Working with multiple demo personas and D365 accounts Controlling extension icons Tab management Microsoft Teams productivity The Team of me Organizing contacts Quickly start a chat Group meetings vs teams Copying and moving files between Teams and OneDrive Handle multiple networks more effectively Managing your teams list Using Flow to manage Teams

This episode (brought to you by Mapltyics by Inogic)was born from a GitHub issue posted by our guest Marc Schweigert from Microsoft, on potentially renaming the XrmToolBox to something that is more CDS PowerPlatform friendly. Topics discussed - Marc's career progression from developer to sales - Marc's favorite tools - How Microsoft's focus on open APIs allows for tools - Marc's perfect world and what we would do to it (Deep Thought quote by Jack Handy) Link to the GitHub issue that started it all: MscrmTools/XrmToolBox: Issue #833 Links: XrmToolCast on Twitter: @xrmtoolcast Marc Schweigert Twitter: @devkeydet Marc Schweigert LinkedIn: https://www.linkedin.com/in/devkeydet/ Daryl LaBar: https://www.linkedin.com/in/daryllabar/ Jonas Rapp: https://www.linkedin.com/in/rappen/ Music: https://www.purple-planet.com

In this episode (brought to you by D365UG), Nick and Colin are joined by George Doubinski to discuss the Marketing Portal - did the Marketing Team go rogue? Show notes: MS Learn: https://docs.microsoft.com/en-us/learn/paths/get-started-dynamics-365-portals/ Updated April 19 release notes: https://docs.microsoft.com/en-us/business-applications-release-notes/april19/ Marketing Portal https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/developer/event-management-web-application Bad Masterclass https://crmtipoftheday.com/masterclass/ Portals Training UG Summit Amsterdam https://eu.usergroupsummit.com/conference-schedule/academy

Today on CRM Audio brought to you by mscrm-Addons.com, Joel Lindstrom installs the April '19 preview for Dynamics 365 while he and Shawn Tabor discuss the following topics: Shawn Tabor prepares for Dynamics 365 F&O certification F&O inventory vs CE product catalog Power Platform in the real world How to embed a canvas app in Dynamics 365 CE The three categories of Power Platform projects Permissions required to be an approver in Flow Advanced condition builder in Flow Save Data and Load Data with PowerApps Different types of features and connectors in Power Platform Knowledge management Links: Power Platform Admin Center: https://admin.powerplatform.microsft.com Advanced condition builder https://flow.microsoft.com/en-us/blog/build-more-powerful-conditions-in-flows-and-more/ Embedding canvas apps in Dynamics 365 https://powerapps.microsoft.com/en-us/blog/enrich-your-model-driven-forms-with-embedded-canvas-apps-public-preview/

In this episode of #AtYourService Shawn, Sarah, and Scooter talk about what is new for Field and Customer Service in the April '19 release of Dynamics 365. Find out what the big wins are, including customizable case resolution, Chrome support in USD, sla's for work orders, and much more Plus Agnes from Resco talks about the offline HTML feature of Resco Mobile CRM.

This episode is brought to you by Kingswaysoft and mscrm-addons.com. In today's personal productivity episode, Joel Lindstrom and Matthew C. Anderson discuss lifelong learning, and why you should be self-taught. Joel's five tips for learning a subject: 1. Read a variety of types of literature 2. Make connections 3. Read books that are 5-10+ years old 4. Make a list (maybe) 5. Set a deadline Matthew talks about building a "fudge factor" into estimation and scheduling for both professional and personal tasks, and we end the podcast with a discussion about paper towel productivity. 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 iOS or Android. Music: https://www.purple-planet.com

On today's episode (sponsored by D365UG/CRMUG), Britta Rekstad and Matthew C. Anderson discuss date fields in the Common Data Service for Apps and the considerations for PowerApps and Dynamics 365 configuration. Discussed on the show The default behavior for new fields Date field options Time Zone offset, UTC date and time Time in date-only fields Matthew's first mistake with date fields Time zone and Canvas vs. Model PowerApps Calculated fields and "date math" Looking at the wider Power platform (Flow, Power BI) Grey areas for date field type in your data model (one of us says "willy nilly") Fun facts 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 (brought to you by D365UG/CRMUG), Nick and Colin take a deep dive into the portals announcements in the Business Applications Platform/D365 April '19 release notes. Portals get their seat at the table CDS portals Enhanced portal diagnostics Maintenance mode Submitting ideas for portal enhancements PowerBI embedded in portals Marketing and event portals Integration with content management systems Links: April 19 release notes: https://docs.microsoft.com/en-us/business-applications-release-notes/april19/ Marketing Portals: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/developer/event-management-web-application Colin's blog: http://colinvermander.com/ Colin on Twitter: @koolin_ Nick's blog:https://readyxrmblog.wordpress.com/author/nickdoelman/ Nick on Twitter: @readyxrm

It's part 2 of our review of the release notes for Microsoft Business Applications April '19 release. In this episode we dig into what's new for Power Apps, Flow, CDS, and Power BI. This episode is brought to you by Maplytics by Inogic. Show notes: AI for sales enhancements Phone call analysis Relationship assistant in teams Use Ai for Customer Service with ServiceNow, ZenDesk, or SalesForce Mixed reality PowerApps enhancements Responsive layout App license requirements presented to makers App usage reporting Server-side synchronization for CDS Power Apps Control Framework Reusable canvas apps components Views in canvas apps Easier login for D365 mobile app Unified interface for everybody The return of offline Model-driven apps in teams Flow enhancements Extracting from HTML and PDF Integration with Microsoft learn Calling actions with flow Batch processes Change sets PowerBI support for LinkedIn Sales Navigator CDM/CDS enhancements Tool recommendation: typora.io

This episode of ProdCast is brought to you by mscrm-addons.com. Sometimes input from others is necessary before you can complete a task, and if those people aren't responsive, it can become a roadblock to your productivity. In today's episode, we discuss how you can get more control over these tasks by strategically predefining outcomes. Make the default action the result you want. Joel shares an Outlook productivity tip about quickly archiving emails, and we also discuss habit stacking--grouping things you have to do with things you like to do to motivate yourself to do the things that you need (but don't want) to do.

The release notes for April '19 of Microsoft Business Applications is now available for download. In this episode of CRM Audio (brought to you by D365UG), we review the April '19 release notes. Topics discussed in this episode: General reaction to the release notes D365 for Marketing D365 for Sales Seamless CPQ integration Sales forecasting D365 for Customer Service Case resolution extensibility Flow based SLA's USD support for Chrome Omni-channel Engagement Hub Field Service Embedded iot visualizations Device provisioning Self service scheduling via portal Variable resource locations Multiple resource work orders Mixed reality enhancements Portal enhancements CDS Portals Power BI embedded in portals External data in portals Portal maintenance messaging Bi-directional data synchronization between CDS and F&O George's favorite F&O feature

Next week on CRM Audio: Daryl LaBar and Jonas Rapp tell you how to get started developing for the XrmToolBox Stephan Smith talks about the instant developer fallacy Neil Benson interviews Mark Christie on Scrum Dynamics (what's haggis?) CRM Audio episode 105 Thanks for listening!

In this episode (sponsored by Maplytics by Inogic), hosts Britta Rekstad and Matthew C. Anderson discuss the Power platform from the perspective of people with a background in Dynamics CRM / Dynamics 365. Discussed on the show Makers / Citizen Developers / Admins Matt's Maker experience at Microsoft Matt's PowerApp-Launching Bookmarklet project on GitHub Common Data Service (for Apps and Analytics) The Common Data Model Definition of PowerApps over time Power BI Power BI & More 46: Dynamics 365 interactive charts and dashboards Microsoft Flow episode and continued development Mashup potential of Power platform components Listener feedback - don't sell OOB auditing short! 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 mscrm-addons.com. When you are writing, blogging, podcasting, or some other creative endeavor, one of the most difficult things can be coming up with ideas for content and translating those ideas to a presentation or article. In today's episode, Matthew Anderson and Joel Lindstrom discuss techniques that they use to create content. Topics discussed: Finding ideas from your life experiences Overcoming common fears Self-imposed deadlines Minimum level of proficiency Stages of competence Being comfortable with what you don't know Outlining a topic Being authentic Links: Scrivner https://www.literatureandlatte.com

In this episode (brought to you by D365UG), Joel Lindstrom and Ulrik Carlsson discus what you need to know about Interactive charts and dashboards in Dynamics 365 Unified Interface. Topics discussed in this episode: What can you do with interactive dashboards that you can't do with classic UI dashboards? Drill down filters Dashboard date filters Single vs. multiple streams Entity level dashboards Number of widgets on a dashboard Specifying color of option set values in charts Advanced chart editing limitations Got feedback or suggestions for a future episode? Email [email protected]

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: [email protected] Twitter: @clamanna 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 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 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 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 [email protected]. 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 [email protected]. 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 (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 [email protected]. 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 [email protected]. 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 iOS or Android. Music: https://www.purple-planet.com

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 [email protected]. 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.