CRM Audio

In this episode, Scott Sewell and Joel Lindstrom discuss what is coming up at the Microsoft Data Insights Summit next week, new updates to Power BI Mobile, sharing, and an easy option for notifications.

In this episode of ProdCast, Matthew C. Anderson gives OneNote tips about how to effectively use tagging and other methods to organize OneNote:

• When should you use tags?
• Tags vs. Tabs?
• Add to OneNote or add to a folder in OneDrive/DropBox?
• One notebook or multiple notebooks

He also mentions some really great third party tools, such as One Calendar from Onetastic that will make your life much easier.

In the "that's not productive" segment we talk about shirt folding.

Follow us on twitter @ mcanderson and joellindstrom and Matthew's blog Connecting The Data.

This episode is a production of CRM Audio. Subscribe to the CRM Audio network of podcasts on Itunes

In this episode of ProdCast, Matthew C. Anderson gives OneNote tips about how to effectively use tagging and other methods to organize OneNote:

• When should you use tags?
• Tags vs. Tabs?
• Add to OneNote or add to a folder in OneDrive/DropBox?
• One notebook or multiple notebooks

He also mentions some really great third party tools, such as One Calendar from Onetastic that will make your life much easier.

In the "that's not productive" segment we talk about shirt folding.

Follow us on twitter @ mcanderson and joellindstrom and Matthew's blog Connecting The Data.

This episode is a production of CRM Audio. Subscribe to the CRM Audio network of podcasts on Itunes

In this episode (sponsored by KingswaySoft and AlexaCRM), George gives a recap of what he saw at Build, including in context workflows in in Dynamics 365, the future of Azure, business intelligence and cognitive services.

Other topics in this episode:

• We welcome our friend Gus Gonzalez to the world of CRM podcasting with his new podcast "The CRM MVP Podcast."
• Gamification
• Who did the audience members direct their questions to during the CRMUG Focus "How to be a developer" session.
• Hardware tool recommendation: Derik Bormann's Logitech Spotlight pointer

In this episode (sponsored by KingswaySoft and AlexaCRM), George gives a recap of what he saw at Build, including in context workflows in in Dynamics 365, the future of Azure, business intelligence and cognitive services.

Other topics in this episode:

• We welcome our friend Gus Gonzalez to the world of CRM podcasting with his new podcast "The CRM MVP Podcast."
• Gamification
• Who did the audience members direct their questions to during the CRMUG Focus "How to be a developer" session.
• Hardware tool recommendation: Derik Bormann's Logitech Spotlight pointer

In this episode:

• PowerBI new pricing model
  • No sharing for non Power BI Pro
  • PowerBI Embedded is now PowerBI Premium
  • PowerBI OnPremises
• Quick Measures--what are they and how can they help make your Power BI development easier?

In this episode:

• PowerBI new pricing model
  • No sharing for non Power BI Pro
  • PowerBI Embedded is now PowerBI Premium
  • PowerBI OnPremises
• Quick Measures--what are they and how can they help make your Power BI development easier?

This episode was recorded at the 2017 Hitachi Solutions Customer Conference. Joining Joel and Shawn are special guests Paul Way and Matthew Case.

Paul is a developer and the creator of the CRM Data Detective, which is now the XRM Toolbox's Attribute Usage Inspector. 

Matthew Case is a consultant and CRM trainer, and he has logged over 8,000 hours training companies on how to use CRM.

We discuss how to build your training strategy when deploying Dynamics 365. How does Learning Path fit in, when is the right time to do training, and how do you decide what type of training is best?

Other topics discussed in this episode:

• Virtual entities
• Using the right tool for the job
• A novel approach to deduplicating contacts in Outlook
• Flow vs. Workflow
• Using the right tool for the job
• Matthew and Paul's favorite XRM Toolbox plugins

This episode was recorded at the 2017 Hitachi Solutions Customer Conference. Joining Joel and Shawn are special guests Paul Way and Matthew Case.

Paul is a developer and the creator of the CRM Data Detective, which is now the XRM Toolbox's Attribute Usage Inspector. 

Matthew Case is a consultant and CRM trainer, and he has logged over 8,000 hours training companies on how to use CRM.

We discuss how to build your training strategy when deploying Dynamics 365. How does Learning Path fit in, when is the right time to do training, and how do you decide what type of training is best?

Other topics discussed in this episode:

• Virtual entities
• Using the right tool for the job
• A novel approach to deduplicating contacts in Outlook
• Flow vs. Workflow
• Using the right tool for the job
• Matthew and Paul's favorite XRM Toolbox plugins

In this episode (sponsored by KingswaySoft), we wrap up CRMUG Focus with a recap of Scott Sewell's session about Dynamics 365, Power BI and Machine Learning. In this session, he took the data from the passengers and crew of the Titanic to predict the probability of potential passengers survival of the ill-fated voyage.

This has a lot of real-world applications, such as more accurately predicting the probability of a sales opportunity closing, or lead scoring.

Shout out to Lucas Alexander for his great workflow activity to pass parameters to Azure ML.