CRM Audio

This episode is brought to you by D365UG.

Today Ulrik and Joel discuss what's new in the August 2018 Update for Power BI Desktop.

Topics discussed:

• Export to PDF
• Charticulator
• Color themes and conditional formatting
• New workspaces
• Composite models--combining direct query and imported data
• N:N relationships

Links:

• Power BI Desktop August 2018 Feature Summary
• Charticulator.com
• Aggregate total on top of stacked column charts in Dynamics 365

This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.

In this episode (brought to you by Maplytics by Inogic), hosts Britta Rekstad and Matthew C. Anderson discuss a listener question around Campaigns, Campaign Responses, and Duplicates.

• Discuss the question
• Making assumptions
• Sources for duplicates
• Addressing through process
• Addressing through technology
• Other potential hurdles

Have a question you'd like answered on a future podcast? Submit one by visiting implementthis.org

In this episode (brought to you by KingswaySoft), we revisit The 7 Habits of Highly Effective People and talk about how relevant it is today. Much productivity advice focuses on making your production more efficient but ignores the production capacity.

Topics we discuss on this episode:

• P/PC balance
• Seeking to understand, then be understood
• Sharpening the saw--in what areas are we doing well, what do we need to focus on more
• How does P/PC balance apply to people working with Dynamics 365?
• Personal mission statements

Do you have a personal mission statement? We would love to hear your approach and how it has helped you.

Links discussed:

• 7 Habits Revisited: https://joellindstrom.com/2018/08/11/the-7-habits-revisited/
• Start with Why by Simon Sinek: https://www.amazon.com/Start-Why-Leaders-Inspire-Everyone-ebook/dp/B002Q6XUE4/ref=sr_1_1?s=digital-text&ie=UTF8&qid=1534592489&sr=1-1&keywords=start+with+why

This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.

In this episode (brought to you by D365UG) we are joined by Mike Dickerson, CEO of ClickDimensions. 

ClickDimensions is the leading third-party marketing automation platform for Dynamics 365. During our conversation, we discuss how ClickDimensions has grown in the 18 months, how ClickDimensions is adapting to recent changes in the Microsoft Business Applications Platform, and what is in the future roadmap.

Topics discussed in this episode:

• ClickDimensions and Unified Interface
• Other components of the Microsoft Business Applications Platform
• Digital marketing trends
• Is email still king?
• B2B vs B2C marketing
• ISV's tension between Microsoft roadmap and ISV product roadmap
• Common marketing automation mistakes
• Common traits of successful marketing automation deployments
• Services required for marketing automation deployments
• Understanding your value proposition to your clients
  ClickDimensions expansion plans

This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.

In this episode (sponsored by Maplytics by Inogic), hosts Britta Rekstad and Matthew C. Anderson take a look down memory lane of working with Dynamics and compare what they'd do differently (or the same) for their first project today.

• Taking parental leave
• How much to take on in a project
• Neil Benson's Scrum Dynamics
• Camtasia and Snagit by TechSmith
• SnapShot documentation tool
• Test and feedback tool for bug tracking

Have a question you'd like answered on a future podcast? Submit one by visiting implementthis.org

This episode is brought to you by Ingenius and D365UG.

Our guests for this episode are Shilpa Sinha, Microsoft Product Manager for Unified Interface, and Srihari Srinivasa, Microsoft Product Manager for Outlook integration.

Send feedback to Shilpa and Srihari about Unified Interface and App for Outlook by leaving feedback at experience.dynamics.com. You can also email feedback to [email protected]

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 and Spotify.

In this episode (brought to you by KingswaySoft), Ulrik and Joel go through the October '18 release notes for Power BI and analytics.

Topics discussed:

• October '18 release notes for Power BI
• Embedded Power BI visuals in Dynamics 365 forms
• SSRS reports in unified interface and mobile
• Preview feature--run SSRS reports from Power BI Premium
• Deeper PowerApps integration with Power BI
• CDS connector for Power BI--get your labels
• Enhancements to links in Power BI dashboards
• Power BI in Dynamics 365 portals
• What are data flows
• PowerQuery in CDM
• Intellisense in PowerQuery
• What happened to CDS-A
• What happened to Customer Insights
• Predictive lead scoring

This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.