CRM Audio

In this episode (sponsored by Maplytics by Inogic), hosts Britta Rekstad and Matthew C. Anderson discuss PDFing and document generation in Dynamics 365 (another listener question!).

A cornucopia of methods to generate documents that leverage Dynamics 365 data:

• Email templates
• Word templates
• SSRS Reporting
• Community tools
• 3rd party ISV tools
• Output formats and PDF generation
• Driving user adoption
• Security & GDPR considerations
• Leveraging PowerApps

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

In this episode of ProdCast (brought to you by KingswaySoft), Matthew and Joel talk about how focused intensity can help you accomplish more, and why you should sweat the small stuff.

Joel talks about his experience after a month on Android, subtle features that are great, and some areas where IOS is more polished.

Also discussed--productivity tools, including Windows 10 cloud clipboard sync.

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 Resco and D365UG), Shawn Tabor and Sarah Jelinek talk about the D365 Service Virtual Summer Camp. Who is speaking, what you can learn, and what Shawn is excited about.

You can view the agenda or register for this free three day event at https://d365ugcrmugservicesummercam2018.sched.com/

In the Resco minute, Agnes talks about using maps in Resco Mobile CRM.

This episode is brought to you by Maplytics by Inogic.

In this episode, Ulrik talks about the exciting changes in the June update to Power BI Desktop. For Dynamics 365 users, the biggest change is that the V9 oData endpoint is now supported. Ulrik fills us in on some new parameters that need to be populated when updating your 8.2 reports and dashboards to use the v9 oData endpoint.

Ulrik also discusses some recent updates to his Power Query Builder for XrmToolBox.

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 of ProdCast (sponsored by  Maplytics by Inogic), Matthew C. Anderson and Joel Lindstrom talk about staying productive during extended times off from work.

Other topics in this episode;

• Retrace your steps with Google Maps Timeline view
• Update on organizing OneNote notebooks
• Manage and control your mobile data usage with Datally

Links discussed in this episode:

• Google Maps Timeline view: https://www.google.com/maps/timeline?pb
• Datally (Android): https://play.google.com/store/apps/details?id=com.google.android.apps.freighter&hl=en_US
• Disconnect Privacy Pro (IOS): https://itunes.apple.com/us/app/disconnect-pro/id1057771839?mt=8
• Google Podcasts: https://play.google.com/store/apps/details?id=com.google.android.apps.podcasts&hl=en_US

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

On today's episode (sponsored by Kingswaysoft) hosts Britta Rekstad and Matthew C. Anderson discuss queues and queue management in Dynamics 365 and model-driven PowerApps.

• Core entities of Queue, Queue Item, Routing Rule, Routing Ruleset
• Public vs. Private queues
• Visibility to queues and queue items & security
• Dynamics user teams and queues
• Using queues with different entities
• Routing Rules and Workflow
• Solution awareness for queue entities

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