show episodes
 
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: CRM Audio - a roundtable discussion of all things CRM, including what's new, best practices, and answers to your CRM questions and Power BI. Power BI and More - Micro ...
 
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show series
 
This week Jon Stypula from Dynamic Consulting joins CRM Audio to talk about the DynamicsCon virtual conference coming up on September 9-10. Watch this episode on YouTube at https://youtu.be/lyL9dSO3wfc. Find out how DynamicsCon is different than other Power Platform virtual events. Who is paying for it, and how the money will be spent. You can regi…
 
RPA is getting a lot of buzz these days, but what does it really mean? Today Cody Erickson from Microsoft (and formerly Softmotive) joins CRM Audio, along with Joe (Flow Joe) Unwin, to discuss RPA: Why did Microsoft acquire Softmotive when they already had RPA? How can Power Automate customers use Softmotive RPA today? When should you use RPA (and …
 
It’s been my observation that with a few notable exceptions, people in the Power Platform community primarily focus on Power Apps or on Power Automate. Lots of people will use both, but generally, people are more “app people” or “flow people.” I don’t have a strong preference between the two, and I regularly use and enjoy both platforms, but I’ve h…
 
Last week at Microsoft Inspire, Microsoft announced DataFlex, a light version of Common Data Service that will be included with Microsoft Teams and make it easy to build low-code applications inside of Teams with simplified security. They also announced that CDS will be rebranded as DataFlex Pro. Joel, George and Shawn discuss what this change mean…
 
MVP's Shawn Tabor and Joel Lindstrom review the top announcements in the Power Platform and Dynamics 365 Release Notes Wave 2. Power Apps Portals PCF Controls Model-driven search enhancements Canvas pages Power Automate Power Virtual Agent Dynamics 365 Sales Dynamics 365 Marketing Customer Insights Dynamics 365 Service…
 
Julie Yack joins CRM Audio today to talk about brain dumps, and why you should avoid them when studying for Microsoft certification exams. Brain dumps are unauthorized copies of certification test questions and answers. If you use brain dumps you are violating the terms of your certification, and you are selling yourself short. Julie talks about ho…
 
In this episode, Shawn is joined by Dian Taylor, Director – TMC for Business Apps with RSM US to talk all about Field Service Mobile! They talk about the key differences between the two apps (1st party Microsoft and the Microsoft Field Service Woodford based app), where there is a fit for both and what the future holds for the new Field Service Mob…
 
In this episode, Shawn (@crmhobbit) and Sarah (@SarahJND) talk about how to access Public Preview features within Dynamics 365 Field Service as well as how to enable the new Schedule Board, currently in Public Preview. Watch this episode on the CRMHobbit YouTube channel (demo enabling the new Schedule Board at the 9:30 mark) : https://youtu.be/gohU…
 
In this episode, Shawn & Sarah talk about the pandemic and how it has affected opportunities to present to the community. Sarah discusses a virtual session she held at D365UG Focus on optimizing Customer Service implementations and the blog article that supports it: https://sarahjelinek.com/2020/05/19/create-a-case-with-the-email-body-in-the-case-d…
 
Welcome to another episode of If You're Like Me. On this thrill packed episode, Rome announces his new award for general awesomeness (or at least many years of participation). Also, Joel has discovered a great way to make lawncare more fun: using fire. Other topics in this week's episode: When they make a movie about Covid pandemic Missed business …
 
This is a special episode of CRM Audio with MVP's Gus Gonzalez, Neil Benson, and Joel Lindstrom. In this episode we dig into what the role of solution architect means and how it has changed in Power Platform projects with the shift to agile deployment methodologies. This episode is being simultaneously released on their podcasts, the CRM MVP Podcas…
 
This episode is brought to you by Maplytics by Inogic. Today we are joined by return guest Sean McNellis, Principal PFE with Microsoft. Topics in this episde Changes to the pfe PowerShell libraries and .Net Core Service protection throttles and the reason for them Tips for building future friendly code and limiting API calls Covid-19 driving digita…
 
This episode is brought to you by Maplytics by Inogic and D365UG. This week we talk with Emma D'Arcy all about what it means to deal with Imposter Syndrome and how it does indeed get better! Shawn & Emma talk about their own struggles and how the Dynamics Community has helped them not only overcome, but flourish and help to elevate others. They als…
 
This episode is brought to you by Inogic and their new Kanban Board for Dynamics 365 and Power Platform. James Phillips recently wrote a blog post "Our commitment to customers to help ensure business continuity" where he detailed plans to delay mandatory end of support and deprecation deadlines to remove pressure from customers and partners during …
 
In today's episode of ProdCast, (brought to you by Inogic), Matthew Anderson and Joel Lindstrom share their tips for working from home and review some recent updates to their favorite productivity tools, including on how PowerPoint can help improve your speaking skills through AI. Discussed on the show: Uplift desks Jabra GN PowerPoint Coach To-Do …
 
We are social distancing at If You're Like Me, but that's ok, we've been socially distancing and not watching sports for years. On today's episode we talk about how life has changed under covid-19, working from home, and the death of Kenny Rogers. We also watch the 1971 classic The Andromeda Strain, directed by Robert Wise. You can watch it with us…
 
This episode is brought to you by Inogic and their new Kanban Board for Dynamics 365 and Power Platform. Wave 1 2020 for Power Platform and Dynamics 365 is right around the corner. In today's episode, Joel Lindstrom and Shawn Tabor cover what you need to know and how to prepare for the update. Topics covered: Team member license enforcement Dynamic…
 
This episode is brought to you by Inogic. Check out their new Kanban visualization for Dynamics 365 and Power Platform. Learning is important. Joel has started a bi-weekly LinkedIn newsletter about learning--why it is important to be a life-long learner, choosing a learning goal, and tools to help learning. On the podcast we discuss our learning go…
 
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 A…
 
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 …
 
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.lin…
 
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 …
 
Filling in for Rome Maynard this week are Shawn Tabor and Jim Lomas, and this week we are all about Disney+. If you aren't watching the Mandalorian, you should be, and we talk about some of the other great discoveries we have made of the content on Disney+. Other topics discussed in this episode: Suspension of disbelief when watching biopics Whimsy…
 
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…
 
This episode is brought to you by Power Platform UG. Microsoft is giving away Surface earbuds to one lucky listener–register at https://aka.ms/PodcastSweepstakes for your chance to win. This is our last episode from Microsoft Ignite 2019, and today we talk with Vivek Bavishi (That API Guy) about what it means to be a #PowerAddict and best practices…
 
This is our second episode recorded at the Microsoft Ignite podcast center. Today's guest is Stephen Siciliano, Principal Group PM for Power Automate. MVP Jerry Weinstock also joins us to discuss his white paper "A guide to building enterprise-ready flows." During Ignite 2019, Microsoft announced the rebranding of Microsoft Flow as Power Automate. …
 
We are podcasting from the Ignite podcast booth this week. You could win Surface earbuds--register at https://aka.ms/PodcastSweepstakes for your chance to win. Today Ben Vollmer from Microsoft joins Shawn Tabor, Sarah Jelinek, and Joel Lindstrom to talk about how AI in the Power Platform has advanced and exploded into all areas of the Power Platfor…
 
In this episode, I announce some changes going on at CRM Audio and share my thoughts on self-service license purchase options for the Power Platform. This episode is brought to you by Maplytics by Inogic. Microsoft recently posted a notification in the Microsoft 365 Message Center this week notifying customers that starting in mid-November, end use…
 
This episode is brought to you by mscrm-addons. Microsoft Ignite 2019 is two weeks away, and Anna Chu from Microsoft joins us to share the excitement. As Microsoft 365 Product Marketing Manager, Anna is responsible for working across the Microsoft Tech Community and MVP communities to engage with the IT Pro audience. This involves driving partnersh…
 
This episode is brought to you by ClickLearn. In this episode: Dynamics 365 Marketing Wave 2: https://cloudblogs.microsoft.com/dynamics365/it/2019/10/04/the-dynamics-365-marketing-2019-release-wave-2-update-is-rolling-out-starting-now/ The recordings from Power Platform 24 are now all available to watch online. You can see them at https://365.train…
 
This episode is brought to you by Maplytics by Inogic. Mark & Iain talk about their recent visit to DynamicsPower Dublin! With a rundown on the sessions, Mark talks about his recent run on the PowerPlatform24 event and we cap it off with the new Surface Gadgets. Remember that user group summit is coming up in Orlando October 15-18. Register now.…
 
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/? Mu…
 
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 y…
 
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 “Ne…
 
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 C…
 
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