CRM Audio

CRM Audio

By George DoubinskiTechnology
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CRM Audio episodes

  • Power BI and More 32: Dynamics 365 Charts
    This week is a "more" week, as we talk about Dynamics 365 charts--when you should use them, the easiest way to edit them, and what you need to know about UCI charts.
    Topics discussed in this episode:
    Benefits of using D365 charts
    When to use D365 charts instead of Power BI
    XrmToolBox Advanced Chart Editor
    Should you design charts as user charts or system charts?
    Web UI charts vs. Unified Client Interface (UCI) interactive charts
    Using the right chart type for the job
    24 min
  • Episode 74: D365 for Marketing, best practices, and boosting your SSI
    This episode is sponsored by CRMUG/D365UG.
    Topics discussed in this episode:
    Dynamics 365 for Marketing public preview is now open
    Feedback from the un-deprecation of Outlook client
    New support request process
    What are "best practices" anyway?
    When should you upgrade?
    Reconsidering the lead entity
    Recent changes to Voice of the Customer
    Shawn is the CRMUG Field Service SIG leader
    Boosting your Linked In Social Selling Index (SSI)
    45 min
  • At Your Service 12: Mobility with Ivan Stano
    This episode is sponsored by KingswaySoft.
    Guest Profile
    Ivan Stano is the COO of Resco.net. Resco is the leading third party mobile app for Dynamics 365, and the platform on which Microosft's Field Service mobile app is built.
    Topis discussed int his episode:
    The history of Resco and Dynamics CRM/365
    Offline challenges
    How Resco's approach to offline is different
    Rapidly changing mobile world
    Field service mobile
    Resco.next conference and what you can expect
    Configuring Resco
    41 min
  • CRM Audio Special: Mobile Update
    In this episode (sponsored by Ingenius), Scott LeFante and Joel Lindstrom discuss the current state of mobile with Dynamics 365.
    What are old mobile configuration recommendations that no longer apply?
    How does Dynamics 365 v9 impact mobile testing?
    Updated comparison of Resco and Dynamics 365 mobile.
    We also discuss the upcoming Resco.Next conference where Scott and Shawn will be speaking and preview the upcoming episode of At Your Service.
    29 min
  • ProdCast 26: Making Outlook more productive
    In this episode (sponsored by CRMUG/D365UG) we talk about Outlook and how to make it more productive. 
    Quick access toolbar
    Ribbon
    Reading Pane
    Theming
    Folder Pane
    Smart Folders
    Got any questions or topic suggestions? Send us an email at [email protected]. Follow us on Twitter @prod_cast, and check the other podcasts in our network at CRM.Audio.
    19 min
  • Implement This 12: Documenting Dynamics 365
    In today's episode (sponsored by D365UG) hosts Britta Rekstad and Matthew C. Anderson discuss different types of documentation for your Dynamics 365 implementation. They also discuss the elements of writing good documentation, as well as some tips and tricks around passing the baton of expertise to your user community.
    All things D365 Documentation from MS
    Dynamics Training and Adoption Kit
    Dynamics 365 Book
    18 min
  • Power BI 31: Getting Dynamics 365 data into Power BI
    This episode is sponsored by Maplytics™ by Inogic.
    In this episode, Ulrik talks about the many ways to get Dynamics 365 data into Power BI:
    Direct connection
    Odata connection (old and new)
    Json
    FetchXML
    We also talk about ways to get option set labels into Power BI.
    This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.
    20 min
  • Episode 73: MVP Wish List
    This episode is sponsored by CRMUG/D365UG.
    George, Shawn, and Joel discuss the following topics:
    Outlook client is undead
    Gaps in Dynamics 365 app
    Delegate tracking
    George's bulging battery
    We are on Spotify now
    Our MVP wish list
    MDM for MDM
    The case of the disappearing backup
    55 min
  • At Your Service 11: CRM Saturday Hackathon
    This episode is sponsored by Maplytics™ by Inogic.
    This week we are joined by Kyle Hill (kylohill) and Chris Huntingford (tattooedcrmguy) live from CRM Saturday London.
    What we learned at Dynamics 365 Saturday
    The Outlook Client is back!
    Using bots in Dynamics 365
    59 min
  • ProdCast 25: New job productivity
    This episode is sponsored by KingswaySoft.
    Matthew Anderson is starting a new role, so we talk about productivity when starting a new job. Career changes give you a chance to take a fresh start on your personal systems and structures.
    Separating work and personal artifacts
    OneNote organization
    Personal contact management
    Update on Microsoft To-Do
    We also talk about daily routines and compare our morning and evening routines. Do you check your calendar and email when you get up in the morning?
    32 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: