CRM Audio

Incident types act as service templates and allow users to quickly create work orders for the most common types of jobs that your company performs, including all of the necessary service tasks, products, services, required skills, and estimated work order duration. In this episode, Scott LeFante and Shawn Tabor discuss what you need to know about incident types and why you should use them in your Field Service deployments.

In today's episode (sponsored by @maplytics by @inogic), hosts Britta Rekstad and Matthew C. Anderson continue their discussion (started in episode 14) about their favorite things in Dynamics for sales force automation in Dynamics.

Discussed on the show

• Category search vs. relevance search use cases
• Wildcards in search (George Doubinski's Wildcard Tip of the Day post)
• Search performance, best practices, and idiosyncracies
• Power struggles for data formatting
• Using shared personal views with user teams
• Persnickety
• Affinity for Goals (as discussed in Episode 17)
• Dynamics 365 Gamification (on AppSource)

What's on your mind?

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Matthew gives Joel productivity tips for his new Android phone, we discuss Microsoft Teams and how Matthew uses a personal team to organize his life, and we revisit Onetastic and some of the macros for OneNote.

It's our third anniversary of CRM Audio (sponsored by KingswaySoft), and Lucas Alexander stops by to help us celebrate. We revisit the topic of our very first episode, and also discuss:

GDPR day

PowerApp-in-a-day roadshow

Creative uses of virtual entities

This episode of Power BI & More is brought to you by Maplytics by Inogic.

Ulrik is back from the Chart Guy world tour, and in this episode, he answers some questions that were asked by attendees of Dynamics 365 Saturday in Australia.

Neil and Dermot discuss sprints and the daily scrum in this episode of Scrum Dynamics, supported by D365UG (http://d365ug.com).

* What's the ideal sprint length for a Dynamics 365 project?

* Are special sprints, like sprint 0, a good idea?

* What to focus on in the daily scrum?

* How to manage daily scrums with remote developers?

In today's episode (sponsored by Kingswaysoft) hosts Britta Rekstad and Matthew C. Anderson discuss a listener question about creating and naming relationships between entities in Dynamics 365.

Shawn and Scott are back, and in this episode they catch us up on what is new with Dynamics 365 and Field Service:

Unified Resource Scheduling (URS) April update

Unified Resource Scheduling (URS) May update

Field Service & PSA Update Release 6

Common Data Service Restricted Entities requiring Dynamics 365 licenses

Spring 2018 update for Easy Repro

Download Easy Repro

This episode is brought to you by Resco. Stay tuned at the end of the episode for an update from Resco.

This episode is brought to you by Maplytics by Inogic.

Being busy does not equal productive, but we all have times that are super busy. How do you keep productive and make progress on your personal goals during very busy times?

Taking time for training/learning while busy

Maintaining relationships while busy

Productivity while traveling

Airport/layover productivity

We also discuss new Dynamics 365 delegate/category tracking features, and some great new productivity features in Windows 10.

Microsoft Dynamics 365 includes robust integration with Microsoft Exchange and Outlook, including the ability to track and synchronize emails, appointments, tasks, and contacts. For many users, the standard Exchange integration is fantastic; however, some common scenarios call for integration methods that deviate from the standard Dynamics 365 activity tracking capabilities.