CRM Audio

CRM Audio

By George DoubinskiTechnology
Download on the App Store

CRM Audio episodes

  • PPDB 9-30: More insights are coming to Dynamics 365

    This episode is brought to you by KingswaySoft.

    In today's Power Platform Daily Brief:

    • Mary Jo Foley: Microsoft to add more AI-infused apps and features to Dynamics 365.
    • Issues fixed in service update 86 (coming Oct 3)
    • New connectors for the Power Platform
    • New courses and learning paths on Microsoft learn https://docs.microsoft.com/en-us/learn/?

    Music: www.purple-planet.com

    6 min
  • Power Apps Portals ALM

    This episode is brought to you by KingswaySoft.

    Nick and Colin are joined by special guest Eugene Van Staden. Eugene, Colin and Nick discuss building a set of ALM/DevOps tools for PowerApps Portals deployments. Learn about the importance of healthy ALM, the available open-source tools and the challenges of applying automated DevOps to Portal projects.

    • Show Notes and Links:
    • Eugene's contact info: [email protected] https://github.com/hmdvs - Eugene will eventually post some of his templates and companion app samples there.
    • 2019 State of DevOps Report https://puppet.com/resources/whitepaper/state-of-devops-report
    • Andrew Vogel's tools: https://www.powershellgallery.com/packages/Microsoft.Xrm.DevOps.Data.PowerShell/1.3.0
    • https://github.com/abvogel/Microsoft.Xrm.DevOps.Data
    • Scott Durow's Task Runner https://github.com/scottdurow/SparkleXrm/wiki/spkl
    • Microsoft Doc's Configuration Data Migration Tool https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/migrate-portal-configuration

    Music: www.purple-planet.com

    47 min
  • Best practices for demoing Flow with Jon Levesque

    This episode is brought to you by Maplytics by Inogic.

    Jon Levesque, Microsoft Flow evangelist, joins us today to talk about how to demo Flow. You know Flow is awesome, so you want to demo it at conferences and user group meetings--what are some of Jon's tricks for successfully demoing Microsoft Flow?

    Topics in this episode:

    • CDS connector--should you demo the CDS connector or the CDS current environment connector?
    • Should you give your audience a copy of the Flow
    • Best way to demo scheduled Flows
    • Demoing approval Flows as different personas
    • Demoing Flow mobile on unreliable conference wifi
    • How demoing Flow is like a cooking show

    Plus how you can use Microsoft Flow to prank your friends.

    24 min
  • PPDB 9-23: Data Flows, Service update 84, and solution based Flow

    This is the Power Platform Daily Brief for Sept 23 (brought to you by D365ug).

    Show notes/Transcript:

    News on the data flows—Common Data Service data integrations have been renamed Data flows

    "This month we're introducing an enhancement that allows creation of Dataflows containing only Analytical entities. This option can be selected within the "New dataflow" screen.

    Analytical dataflows allow free-form entities to be created, but also provide built-in experiences for harmonizing those entities into standard Common Data Model entity schemas, using the "Map to standard entity" dialog accessible from the Power Query Editor. Dataflow entities are also stored in CDM Folders within Azure Data Lake, allowing integration with other Azure Data and AI services, analytics and insights scenarios."

    This update also adds support for new data connections like PDF files, Teradata, MySQL, and new data transformations.

    https://powerapps.microsoft.com/en-us/blog/whats-new-in-dataflows-and-data-integration-september-2019/

    PowerApps checker now includes app checker results for canvas apps in the solution. The App checker lists any formula errors, accessibility warnings and now also performance optimization tips

    https://powerapps.microsoft.com/en-us/blog/powerapps-checker-now-includes-app-checker-results-for-canvas-apps-in-solutions/

    I had a positive experience on Friday—I found I could add existing flows to a solution. The flows outside of solutions area has been there for a while, but the ability to add existing flows to solutions hasn't worked yet, but it does now.

    Let's take a look at some of the new connectors for the Power Platform:

    • SerwerSMS
    • Azure Monitor: Connect to your Azure Monitor Logs solution to run and visualize various monitor queries.
    • ModuleQ: ModuleQ's proactive AI technology equips you for success. Use the ModuleQ Flow Connector to trigger notifications when new recommendations are available. More details at https://moduleq.com (requires existing ModuleQ account).

    Service update 84 rolls out in North America on the 26th. Some highlights addressed by this fix:

    • Bookable resources not visible from related records
    • Flow approvals timing out
    • When a mailbox was configured with a Gmail address, and "recent mode" was enabled, sending an email produced a duplicate email.
    • When a queue's owner was changed, the new owner was not added as a member of that queue.
    • Custom activity entity icons did not render.
    • The Account Timeline displayed modified case resolution records as being "Resolved by ..." instead of "Cancelled by ...".

    And finally, only 48 hours until Power Platform 24. Let's look at some of the sessions:

    We start with Shane Young PowerApps, Flow, and Sharepoint, Oh My!

    "You probably know one, you might know them all, but do you know how they best work together? In this session, you will learn about how the three work together to help you build great solutions. The session will be demo heavy so come prepared to see the products in action. Topics to be discussed include: * How to choose when they all do the same thing * Real world use cases we are seeing * Some of the quirks of the trio * Discussion of some of the other data sources that may come up * How you can also incorporate your on-prem SharePoint"

    Then we have Ben Vollmer talking about Field Service: Come learn in an hour how to leverage Field Service and PowerApps to meet your customers needs.

    7 min
  • Dynamics 365 information overload, experimental features, and George's new Tesla

    Time for a CRM Audio episode with George Doubinski, Shawn Tabor, and Joel Lindstrom (brought to you by ClickLearn). In this week's episode we talk about the following topics:

    • George's new Tesla
    • Death of classic UI
    • Wave 2 release schedule
    • Getting ready for Power Platform 24
    • Dealing with information overload
    • Upcoming conferences
    • Differences between CDS connector and Current Environment connector

    41 min
  • PPDB 9-16: Preparing for conference presentations

    This is the Power Platform Daily Brief for September 16, 2019. This episode is brought to you by Maplytics by Inogic.

    Topics and links for today's daily brief:

    • Charles Lamanna announces the winners of the TDGi Hack for Good. https://youtu.be/FTbvjwLgTCQ
    • Watch the 2019 Virtual Flow Conference on demand. https://www.youtube.com/watch?v=MvCcnlw6tjs
    • Register for the October 10 wave 2 virtual launch event https://info.microsoft.com/Microsoft-Business-Applications-virtual-launch-event-October-2019_Registration.html?ocid=AID2450874_QSG_BLOG_356824
    • App Checker now includes performance optimization tips: https://powerapps.microsoft.com/en-us/blog/app-checker-now-includes-performance-optimization-tips/
    • PCF Controls now work in canvas apps https://powerapps.microsoft.com/en-us/blog/announcing-experimental-release-of-the-powerapps-component-framework-for-canvas-apps/
    • Custom connectors now are supported in solutions. https://powerapps.microsoft.com/en-us/blog/custom-connectors-now-available-in-solutions-preview/

    Plus, Joel is preparing for the PowerPlatform 24, D365UG summit, and other conferences. He shares his process for how to prepare to deliver a conference presentation.

    Music: www.purple-planet.com

    11 min
  • PPDB 9-12: The end of Dynamics 365 classic UI

    This episode is brought to you by ClickLearn.

    Today Mark & Iain talk about the end of the classic UI, Marketing Segments and the Ignite World Tour

    Links

    24 Hour XRM Virtual Conference - https://www.xrmvirtual.com/

    Charles Lamanna Blog - https://community.dynamics.com/365/b/365teamblog/posts/announcing-the-timeline-to-move-to-unified-interface-2137660788

    Marketing Segments Update - https://365community.online/segments-explained

    Dilyana Radulova – Linkedin https://www.linkedin.com/in/dilyana-radulova

    Twitter https://twitter.com/DilyanaRadulova

    Ignite World Tour - https://www.notify.msignite-the-tour.microsoft.com/

    Music: www.purple-planet.com

    14 min
  • Power Platform Daily Brief 9-9-2019

    This is the #PowerPlatform Daily Brief for Sept 9, 2019 (brought to you by KingswaySoft).

    In today's daily brief:

    • New model driven form designer is generally available
    • Microsoft softens new portal pricing increases
    • Flow online conference is tomorrow https://www.eventbrite.com/e/microsoft-flow-online-conference-2019-tickets-64261485834
    • PowerPlatform 24 session schedule is now up at xrmvirtual.com
    • Congratulations to the participants in the TDG Global Hack for education. See the solutions here: http://tdgi.rocks/video-gallery/

    Music: www.purple-planet.com

    5 min
  • PPDB: D365 for Talent MVP Malin Donoso Martnes

    This episode is brought to you by Maplytics by Inogic.

    Brad Koontz sits down with Malin Donoso Martnes, the first D365 for Talent MVP, to discuss Dynamics Talent and monster trucks run amok in Sweden.

    Links:

    • Resources for Talent and where to find them: https://malinsdynamics365fortalent.com/2019/04/23/resources-for-talent-and-where-you-find-them/
    • LinkedIn: https://www.linkedin.com/in/malinmartnes/

    Music: www.purple-planet.com

    12 min
  • PowerApps Portals with Dileep Singh

    This episode is brought to you by KingswaySoft.

    Today Dileep Singh, Principal Program Manager Lead from Microsoft, joins Nick and Colin to talk PowerApps Portals.

    Links:

    • Introducing PowerApps Portals https://powerapps.microsoft.com/en-us/blog/introducing-powerapps-portals-powerful-low-code-websites-for-external-users/
    • PowerApps Portals Pricing Update https://colinvermander.com/2019/08/29/powerapps-portals-pricing-update/
    • PowerApps and Microsoft Flow licensing FAQs for October 2019 https://docs.microsoft.com/en-ca/power-platform/admin/powerapps-flow-licensing-faq#will-powerapps-and-microsoft-flow-use-rights-change-for-dynamics-365-applications
    • PowerApps Portals Release Overview 2019 wave 2 https://www.youtube.com/watch?v=6NPtZSMH0h4
    • Linkedin: https://www.linkedin.com/in/dileep-singh-82b57317/

    Music:www.purple-planet.com

    41 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: