CRM Audio

In this episode, we discuss options for embedding your Power BI reports and dashboards in Dynamics 365/CRM. What is the easiest way to make your dashboards available to CRM users, how is security access to the dashboards handled, and what is the mobile experience.

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

In this episode (sponsored by AlexaCRM and KingswaySoft) we debate mobile vs. PC email apps--which is the most productive experience.

We also discuss mobile calendars--why can't we find one calendar app to rule them all. 

Plus--have you ever taken a "fake"cation? Why this might be a call for help.

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

In this episode (sponsored by AlexaCRM and KingswaySoft) we debate mobile vs. PC email apps--which is the most productive experience.

We also discuss mobile calendars--why can't we find one calendar app to rule them all. 

Plus--have you ever taken a "fake"cation? Why this might be a call for help.

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

In this episode:

• Deprecated features in the next release of Dynamics 365--what does "deprecated" really mean, and how should you plan for it?
• Joel's campaign to save the dialogs
• Microsoft Inspire 2017. Watch the keynote address here
• Joel's favorite new feature that nobody is talking about
• Attachment storage in Dynamics 365 and search
• Is telling people that their business stinks an effective marketing strategy?

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

In this episode:

• Deprecated features in the next release of Dynamics 365--what does "deprecated" really mean, and how should you plan for it?
• Joel's campaign to save the dialogs
• Microsoft Inspire 2017. Watch the keynote address here
• Joel's favorite new feature that nobody is talking about
• Attachment storage in Dynamics 365 and search
• Is telling people that their business stinks an effective marketing strategy?

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

This episode Keith Mescha from Sonoma Partners joins us to discuss a great new free tool they have released called the Power BI Data Query Accelerator. This tool makes it easy to create a Dynamics 365 data query for Power BI that is clean and user-friendly. It's a great tool for prototyping queries, and it will save you a lot of time compared to the standard Power BI query tool for Dynamics 365.

Read more and see a demo of the tool on the Sonoma Partners blog.

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

This episode Keith Mescha from Sonoma Partners joins us to discuss a great new free tool they have released called the Power BI Data Query Accelerator. This tool makes it easy to create a Dynamics 365 data query for Power BI that is clean and user-friendly. It's a great tool for prototyping queries, and it will save you a lot of time compared to the standard Power BI query tool for Dynamics 365.

Read more and see a demo of the tool on the Sonoma Partners blog.

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

In this episode (sponsored by Kingswaysoft and AlexaCRM), we talk about mental blockers--tasks that you have on your to-do list that you don't want to do or have difficulty motivating yourself to do--how do you break through blockers and motivate yourself to get them done?

We also discuss "The psychological importance of wasting time." A balanced view of productivity doesn't mean a total elimination of time wasters--it means being intentional about your time, including your wasted time.

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

In this episode (sponsored by Kingswaysoft and AlexaCRM), we talk about mental blockers--tasks that you have on your to-do list that you don't want to do or have difficulty motivating yourself to do--how do you break through blockers and motivate yourself to get them done?

We also discuss "The psychological importance of wasting time." A balanced view of productivity doesn't mean a total elimination of time wasters--it means being intentional about your time, including your wasted time.

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

In this episode (sponsored by KingswaySoft and AlexaCRM), Christopher Cognetta joins us immediately following the Dynamics 365 July Release Executive Briefing. Hear what four Business Solutions MVP's think of what is coming. We talk about:

• What we know about Business Edition, including functionality and limitations
• What is the Unified UI, and where will we see it?
• Configurable social pane
• Business intelligence
• Virtual entities
• Expansion of the app model

Chris has captured many of the slides that were shown during the preview sessions.

We also talk about our recent awards that CRM tip of the day has won. Along with Feedspot naming us a top 100 CRM blog, they also notified us that we are a to 80 working mother's blog. We were unaware of our contributions to the working mother blogosphere, but we have been awarded for it. Go working moms!

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