CRM Audio

CRM Audio

By George DoubinskiTechnology
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CRM Audio episodes

  • Application Lifecycle Management (ALM) in Dynamics 365 F&O

    This episode is brought to you by Maplytics by Inogic and D365UG.

    This week we are re-joined by MVP Sukrut Parab and Sr. Architect Satish Panwar to talk about what you need to know about ALM best practices for a Dynamics 365 F&O deployment.

    • Phases of ALM
    • Why you need to use a good ALM process
    • Manual vs. automated deployments
    • Automated testing
    • Can ALM work with other systems than DevOps?
    • Common mistakes
    • Common environment and deployment strategies

    Useful links:

    1. Build and Test Automation -https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/perf-test/continuous-build-test-automation
    2. Sys Test Framework -https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/perf-test/testing-validation
    3. Azure dev ops Auto upload of package - https://community.dynamics.com/365/financeandoperations/b/newdynamicsax/posts/first-azure-devops-task-released
    4. Azure dev ops task to deploy code - https://community.dynamics.com/365/financeandoperations/b/newdynamicsax/posts/azure-devops-task-to-deploy-code
    5. Version control - https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/dev-tools/version-control-metadata-navigation
    51 min
  • Customer Service or Salad Cream with Sarah Critchley

    This episode is brought to you by D365UG.

    Sara Critchley joins Shawn Tabor to talk about customer service (after they finish talking about food).

    Why is customer service important?

    How has customer service in Dynamics 365 changed in recent years?

    Where should you start?

    The changing world of omnichannel.

    Why can't Flow Joe get any balsamic vinegar kettle crisps in Canada?

    Please join the conversation and tell us what you think. What have your best and worst customer service experiences been? Where do you start in a Dynamics 365 customer service deployment?

    Follow Sarah Critchley:

    Sarah on LinkedIn:

    https://www.linkedin.com/in/sarahcritchley/

    …and check out her blog at:

    https://www.crmcat.co.uk/

    …and her YouTube channel at:

    https://www.youtube.com/channel/UCQ_qeQBj6-nQtALIWRBbqCQ

    35 min
  • Refresh the Cache Season 2: Holiday Episode with Dileep Singh

    Dileep Singh returns to the podcast with an update of the Power Apps Portals General Availability and some hints as to what might be coming in 2020 wave 1. Also discussed is the new Configuration Migration Tool, Forms Pro and Web Forms.

    Unified Interface Transition dates Portal: https://runone.powerappsportals.com/

    Ideas site: https://experience.dynamics.com/ideas/

    Colin's blog: https://colinvermander.com/

    Nick's blog: https://readyxrm.blog

    Nick's Portals Training at Scottish Summit 2020: https://scottishsummit.com/event/nd

    43 min
  • CRM Audio Holiday Party 2019

    This episode is brought to you by D365UG.

    View this episode on YouTube: https://www.youtube.com/watch?v=WvCOYh7A1QE&feature=youtu.be

    It's the end of 2019, and we are having a party, with Jim Novak, Julie Yack, Nick Doelman, Lisa Crosbie, George Doubinski, Shawn Tabor, Antti Pajunen, David Yack, Elaiza Benitez, Kylie Kiser, Sarah Jelinek, Emma D'Arcy, and Joel Lindstrom.

    We review 2019 in business applications, talk about the highlights of the year and make predictions about next year. Plus, a special performance of the Twelve Days of Bizapps Christmas!

    Have a great holiday break and we look forward to more podcasts in 2020!

    45 min
  • F&O Enhancements and Managing Change with Sukrut and Satish

    This episode is brought to you by D365UG.

    Today we have a F&O focused episode with MVP Sukrut Parab and Sr. Architect Satish Panwar

    Discussed in this episode:

    • How the F&O update process works
    • Delaying updates
    • Managing updates during a deployment
    • Feature Management Workspace
    • Dual Write
    • Printing enhancements in F&O

    Links:

    Sukrut Parab

    • https://www.linkedin.com/in/sukrut-parab-534ba1a/
    • https://community.dynamics.com/365/financeandoperations/b/365operationswithsukrut

    Satish Panwar

    • https://www.linkedin.com/in/satish-panwar-3a79863/
    • https://community.dynamics.com/365/financeandoperations/b/365fobyspanwar
    50 min
  • Power Platform Updates and Interview with John Gravely

    We're back! The Power Platform Daily Brief is now just the Power Platform Brief. We'll continue to focus on the news and updates related to all thing Microsoft Power Platform and we're still talking to the interesting people who make this community great.

    In this episode, we discuss the death of Talent, new connectors, Unified Interface scheduling and we talk to John Gravely about his new business, SalesSpark.

    27 min
  • ProdCast: Limit your WIP

    Time for another personal productivity and effectiveness podcast (brought to you by Maplytics by Inogic), and the goal of this episode is "limit your WIP (work in progress). With due credit to Personal Kanban, WIP is a concept from Kanban that refers to the number of things that you are working on at any one time. In your personal life, it can be easy to say yes to too many things and overestimate your capacity. This can increase your stress level and make you ineffective, and result in poor quality output.

    This ties into re-evaluating what you are currently doing, as your priorities may change over time. Something that is low value now might be higher value tomorrow. This is one of the reasons we have changed our focus and release cadence at CRM Audio—by reducing the number of series and episodes we are producing, we can hopefully increase quality and value of the output.

    We also discuss some of the latest updates to some of our favorite productivity tools. OneNote desktop is back from the dead, and Matthew is excited about the Microsoft Fluid Framework and its promise of making office documents and applications work better together.

    We have discussed Microsoft MyAnalytics and how it can help you quantify how you are spending your work time by analyzing the digital dust of your meetings, emails, and conversations. But if you haven't checked it out for a while, it has become significantly more useful—it will now proactively discuss focus time and block it off on your calendar, help you plan for upcoming meetings and see how what percentage of attendees have accepted and if you forgot to insert a web meeting link, and will block off time on your calendar to prepare for meetings or review documents that have been sent to you.

    We end with a review of one of our most frequently used tools, Snagit from TechSmith. You know how great it is for making screenshots, but did you know that you can also use it to record video screencasts? And that it is easy to take high quality screenshots from your video?

    43 min
  • Refresh the Cache

    Colin and Nick chat with Ted Pattison about his journey learning Power Apps Portals from a Power BI/SharePoint/Office 365 background.

    A great conversation of Ted learns new technology and applies to teach others.

    Ted's MVP profile:

    https://mvp.microsoft.com/en-us/PublicProfile/10712?fullName=Ted%20Pattison

    Ted's training site (check out his classes!)

    https://www.criticalpathtraining.com/

    Colin's blog:

    https://colinvermander.com/

    Nick's blog:

    https://readyxrm.blog

    40 min
  • Modern Patterns and Proven Practices With Sean McNellis

    In today's episode (brought to you by Maplytics by Inogic), we are joined by Sean McNellis, Principal Premier Field Engineer at Microsoft. Sean has worked for Microsoft since the release of CRM 1.0, and in this episode, Shawn talks about proven practices that he is using with enterprise customers.

    Topics discussed in this episode:

    What is a PFE How has Sean's job changed with the move to the cloud? The impact of canvas apps and Power Automate flows on enterprise customers Why you need a Center of Excellence (COE) for business applications success Modern integration patterns Simplifying integrations with Azure Service Bus Reliability with Azure Service Bus Traffic Manager vs. plugin Best practices vs proven practices Managed vs unmanaged solutions How unmanaged solutions are like water damage CI/CD and process automation Sean's Powershell libraries and PowerShell cmdlets Why you need to use Application Users Dealing with API limits

    Links:

    • CRM in the field blog: https://aka.ms/crminthefield
    • Is it worth the time to automate: https://imgs.xkcd.com/comics/is_it_worth_the_time.png
    • Sean McNellis on GitHub: https://github.com/seanmcne
    • Twitter: https://twitter.com/seanmcne
    54 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: