CRM Audio

In this episode (sponsored by CRMUG) we catch up on the upcoming conferences and some PowerApps and Flow updates.

• Remember to republish your canvas apps
• Sharing PowerApps with other users
• Using the VSTS connector with Microsoft Flow
• Schedule for CRMUG Summit
• How to write a successful session proposal
• Schedule builder for Business Applications Summit
• Deploying PSA
• Durable Azure Functions
• Working with preview features in Dynamics 365
• Update on the CRMUG Service Summer Camp

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

This episode is brought to you by Ingenius.

It's summer in North America, but things aren't slowing down. We talk about some of the recent news for the Business Application Platform:

• July updates to the unified interface, including Advanced Find
• Migrating personal views between D365 environments
• Do most users really use Advanced Find?
• Should new deployments use UCI or web UI?
• New admin and data read audit features in Dynamics 365
• Using Microsoft Flow to notify you when your Dynamics 365 version changes
• Scheduling reports
• Updating data directly from Excel

Links discussed in this episode

• Enable and use activity logging: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/enable-use-comprehensive-auditing
• Bob Guidinger's version checker for Dynamics 365: https://bguidinger.com/blog/version-checker-for-dynamics-365
• Work with data in the Common Data Service using the Excel Add-in: https://powerapps.microsoft.com/en-us/blog/cds-for-apps-excel-importexport/

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 d365UG), Ulrik announces the beta of a new tool for XrmToolBox to help you build Power Query queries and also talks about how and why you should embed canvas PowerApps in your Power BI dashboards.

Links in this episode:

• Power Query Builder for XrmToolBox: https://www.xrmtoolbox.com/plugins/PowerQueryBuilder/
• Ulrik's video of the Power Query Builder: https://crmchartguy.com/power-query-builder/
• Embed PowerApps in Power Bi: https://powerapps.microsoft.com/en-us/blog/embed-an-app/

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

This episode is brought to you by Ingenius.

Email is something we love to hate, but since it is necessary for most of us, how can you make it easier for the people to whom you are sending messages and improve your likelihood of getting a response?

• Tips on making your emails more respond-able
• How to ask questions in email
• What to do if the message requires a lot of detail

Tools mentioned in this episode:

• Grammarly: https://www.grammarly.com
• Respondable from Boomerang: https://appsource.microsoft.com/en-us/product/office/WA104379606?tab=Overview

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

This episode is brought to you by Maplytics by Inogic.

This week we welcome new Business Solutions MVP's Sarah Jelinek, Scott LeFante, and Ulrik Carlsson.

• What was their reaction when they received notification of the award?
• What are they most excited about?
• What is their biggest concern?
• What advice do they have for prospective MVP's?
• Social posting tips

We also cover the latest Microsoft Business Applications news, and recap recent conferences.

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

In today's episode (sponsored by Kingswaysoft) hosts Britta Rekstad and Matthew C. Anderson discuss rollup fields in Dynamics 365. Note: Much of the conversation also applies to Model-driven PowerApps.

• Rollup field basics
• Operation speed
• Aggregation considerations
• Workflows and rollup fields
• Other considerations when using rollup fields
• Alternatives to rollup fields
• Importable tools (Dynamics 365 Workflow Tools on GitHub / Workflow Elements on Appsource)

We also mentioned a few topics that we went into greater detail in episode 17

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

This episode is brought to you my Maplytics by Inogic.

Gus Gonzalez joins us to talk about D365 Saturday Atlanta. There's still time to register for the free event.

For this episode's main event, Ulrik discusses analyzing business process flow data, such as sales pipeline data.

• Time per stage
• Sales velocity
• Sales trends over time

Ulrik also talks about preview features that allow you to extend the business process flow entity, and how adding additional fields and relationships can help simplify your sales reporting.

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

This episode is brought to you by Ingenius.

Lucas Alexander is back this week. We talk about what's new with Business Applications, and Shawn calls for proposals for the Dynamics 365UG Summer Camp:

• George's developer challenges
• Flow in Excel with Dynamics 365
• Excel disasters
• Unruly flows
• Converting D365 solutions to CDS solutions
• Delegate/category tracking
• D365UG summer camp

Links:
Tip 1117-Category/delegate tracking 
Developer Masterclass 
D365UG Virtual Summer Camp call for proposals

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