CRM Audio

CRM Audio

By George DoubinskiTechnology
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CRM Audio episodes

  • ProdCast 28: Cowork
    In this episode (sponsored by D365UG/CRMUG), Matthew talks about his experiences working from a coworking space--why he chose to use a coworking space, coworking etiquette, and if it has made him more productive.
    Joel gives an update on his month-long experiment pausing his inbox, and some of the unexpected results.
    17 min
  • SCRUM Dynamics 2: Defining the terms
    Welcome to episode two of Scrum Dynamics, the podcast series for Microsoft Dynamics 365 practitioners who want to use the Scrum framework for agile projects. This episode is sponsored by Ingenius.
    In this episode, co-hosts Neil Benson and Dermot Ryan, introduce the Scrum framework’s events, roles, deliverables and the Scrum theory.
    27 min
  • Implement This 14 - Sales Force Automation in Dynamics 365
    In this episode (sponsored by Maplytics by Inogic), hosts Britta Rekstad and Matthew C. Anderson discuss some of their favorite things--and lessons learned--for building out Sales Force Automation (SFA) implementations (beyond the expected Lead/Opportunity/etc.).
    Discussed on the show
    QuickView forms
    Field Mappin
    22 min
  • Power BI & More 33: CRM Power BI Viewer with Trond Aarskog
    Earlier on the podcast, we discussed how Power BI dashboards and reports could be added to Dynamics 365 personal dashboards. However, until now there has not been any easy way to add Power BI to system dashboards and record forms.
    Trond is a Norway based solution/application architect, and he has solved these limitations with the CRM Power BI Viewer. This solution is solution aware and allows you to add Power BI reports and dashboards to Dynamics 365 Customer Engagement forms & system dashboards.
    29 min
  • CRM Audio: MVP Summit 2018
    This episode is sponsored by CRMUG/D365UG.
    We're in Redmond for the 2018 MVP Summit. While we can't tell you about what we are learning, we can talk about the following items:
    CRMUG FSA/PSA SIG inaugural meeting
    The new API limits for Dynamics 365
    The 9.01 update and what has been fixed
    How to become an MVP
    19 min
  • At Your Service: WYNTK About Customer Service (Part 2)
    In this episode (sponsored by CRMUG/D365UG), Shawn and Sarah (yes, the Diva herself) discuss more things you need to know when implementing Customer Service, including…
    Record Types and their Functions
    The importance of the Contact
    Know Your Customer
    Knowledge Management
    Relationship Insights and Service
    Case Creation Rules
    Action Cards
    SLAs
    Great example of customer service – Delta Airlines
    Email Templates
    …and more
    56 min
  • WYNTK about Dynamics 365 for Marketing
    On this episode we talk about the things you need to know about the Dynamics 365 Marketing preview:
    What is Dynamics 365 for Marketing
    Customer Journey
    Segment
    Marketing Pages
    How does D365 marketing use leads (and how it may be different than you think)
    Event Management
    54 min
  • ProdCast 27: Productivity while traveling
    Flying can be frustrating, but if you plan for it, travel can also be a productive time. In this episode, Matthew and Joel share their favorite tips for productive travel.
    Productive planning before the trip
    Getting through security efficiently
    Dealing with the challenges of finding a charge at the gate
    Making your flights more productive
    Avoiding forgetting personal items on the trip
    Noise canceling headphones--are they worth it?
    20 min
  • Scrum Dynamics Episode 1
    This is the premiere episode of the Scrum Dynamics Podcast with Neil Benson and Dermot Ryan. This episode is sponsored by Maplytics by Inogic. If you have heard of Scrum or would like to use it in one of your Dynamics projects, you're in the right spot.
    What is Agile
    What is Scrum
    Using Scrum for packaged software vs custom development
    Scrum vs Waterfall
    Soft skill benefits of Scrum
    Sustainable delivery
    The role that management plays in Scrum
    Budgeting for a Scrum project
    19 min
  • Implement This 13: Solution Layering and Patches in Dynamics 365
    In this episode, hosts Britta Rekstad and Matthew C. Anderson continue the Solution Management discussion they began in episode 11.
    Discussed on the show
    Layering of managed/unmanaged solutions and customizations
    Advantages of segmented solutions
    Solution patching
    What's on your mind?
    Have a question you'd like answered on a future podcast? Submit one by visiting implementthis.org
    29 min

About CRM Audio

From the publisher's feed

CRM Audio is a network of podcasts about Dynamics 365, Dynamics CRM, personal productivity, and Power BI hosted by Microsoft Business Solutions MVP's Joel Lindstrom, George Doubinski, Shawn Tabor, Mark Smith, and Scott Sewell and productivity expert Matthew C. Anderson. We are the original CRM MVP Podcast. Podcasts in the feed: