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Implement This - with Dynamics 365 Business Solutions

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Episodes

Rollup Fields in Dynamics 365 – Ep 21

6/13/2018
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In today’s episode (sponsored by Kingswaysoft) hosts Britta Rekstad and Matthew C. Anderson discuss rollup fields in Dynamics 365. Note: Much of the conversation also applies to Model-driven PowerApps. Discussed on the show Rollup field basics Operation speed Aggregation considerations Workflows and rollup fields Other considerations when using rollup fields Alternatives to rollup fields Importable […] The post Rollup Fields in Dynamics 365 – Ep 21 appeared first on Implement This.

Duration:00:21:29

More Sales Force Automation in Dynamics 365 – Ep 20

5/30/2018
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In today’s episode (sponsored by @maplytics by @inogic), hosts Britta Rekstad and Matthew C. Anderson continue their discussion (started in episode 14) about their favorite things in Dynamics for sales force automation in Dynamics. Discussed on the show Category search vs. relevance search use cases Wildcards in search (George Doubinski’s Wildcard Tip of the Day post) Search […] The post More Sales Force Automation in Dynamics 365 – Ep 20 appeared first on Implement This.

Duration:00:24:53

Creating Relationships in Dynamics 365 – Ep 19

5/16/2018
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In today’s episode (sponsored by Kingswaysoft) hosts Britta Rekstad and Matthew C. Anderson discuss a listener question about creating and naming relationships between entities in Dynamics 365. Discussed on the show Methods for creating relationships between entities Display name vs. field name Creating relationships via the form or via the configuration window Using id and code […] The post Creating Relationships in Dynamics 365 – Ep 19 appeared first on Implement This.

Duration:00:23:38

Form Types in Dynamics 365 – Ep 18

5/2/2018
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In today’s episode (sponsored by Inogic), hosts Britta Rekstad and Matthew C. Anderson discuss the types of Forms in Dynamics 365. Discussed on the show Form Types Security Roles and Forms Quick View form tips What’s on your mind? Have a question you’d like answered on a future podcast? Submit one by visiting implementthis.org The post Form Types in Dynamics 365 – Ep 18 appeared first on Implement This.

Duration:00:24:34

Goal Entities in Dynamics 365 – Ep 17

4/18/2018
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In this episode (sponsored by D365UG/CRMUG) hosts Britta Rekstad and Matthew C. Anderson discuss Goals and Goal Metrics, Rollup Queries. Thanks, Garry, for submitting the question that inspired the topic of today’s show! Discussed on the show Goals on docs.microsoft.com Dynamics CRM 2011 Goal Management: Understanding Goal Criteria Dynamics CRM 2011 Goal Tricks What’s New in […] The post Goal Entities in Dynamics 365 – Ep 17 appeared first on Implement This.

Duration:00:27:29

Data Modeling in Dynamics 365 – Ep 15

3/21/2018
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In today’s episode (sponsored by CRMUG/D365UG) Hosts Britta Rekstad and Matthew C. Anderson discuss modeling data for Dynamics 365 implementations. Discussed on the show Repurposing entities (or not!) Using different field types Language & currency Option sets vs. related entities What’s on your mind? Have a question you’d like answered on a future podcast? Submit […] The post Data Modeling in Dynamics 365 – Ep 15 appeared first on Implement This.

Duration:00:31:33

Sales Force Automation in Dynamics 365 – Ep 14

3/7/2018
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Hosts Britta Rekstad and Matthew C. Anderson discuss some of their favorite things–and lessons learned–for building out Sales Force Automation (SFA) implementations (beyond the expected Lead/Opportunity/etc.). Discussed on the show QuickView forms Field Mapping QuickCreate forms What’s on your mind? Have a question you’d like answered on a future podcast? Submit one by visiting implementthis.org The post Sales Force Automation in Dynamics 365 – Ep 14 appeared first on Implement This.

Duration:00:21:33

Documenting Dynamics 365 – Ep 12

2/7/2018
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In today’s episode (sponsored by D365UG) hosts Britta Rekstad and Matthew C. Anderson discuss different types of documentation for your Dynamics 365 implementation. They also discuss the elements of writing good documentation, as well as some tips and tricks around passing the baton of expertise to your user community. All things D365 Documentation from MS Dynamics Training […] The post Documenting Dynamics 365 – Ep 12 appeared first on Implement This.

Duration:00:17:35

Dynamics 365 Solutions Basics – Ep 11

1/24/2018
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In this episode (sponsored by Inogic) Hosts Britta Rekstad and Matthew C. Anderson talk about having multiple environments and the basics of Dynamics 365 Solutions and solution management. There’s a lot to cover in a single episode, so watch for a future episode covering even more detail. Discussed on the show Why multiple environments Dynamics […] The post Dynamics 365 Solutions Basics – Ep 11 appeared first on Implement This.

Duration:00:29:36

Older Versions of Dynamics (and Upgrading) – Ep 10

1/10/2018
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On this episode (sponsored by Inogic) hosts Britta Rekstad and Matthew C. Anderson take a trip down memory lane, talking about older versions of Dynamics 365 (Dynamics CRM). It’s easy to forget how far the platform has come, sometimes, and there’s nothing quite like a chance to work with an older version of the product […] The post Older Versions of Dynamics (and Upgrading) – Ep 10 appeared first on Implement This.

Duration:00:27:03