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CRM Audio is a podcast about Dynamics CRM hosted by Joel Lindstrom, George Doubinski, and Shawn Tabor. A roundtable discussion of all things CRM, including what's new, best practices, and answers to your CRM questions.

CRM Audio is a podcast about Dynamics CRM hosted by Joel Lindstrom, George Doubinski, and Shawn Tabor. A roundtable discussion of all things CRM, including what's new, best practices, and answers to your CRM questions.
More Information

Location:

Greenville, SC

Description:

CRM Audio is a podcast about Dynamics CRM hosted by Joel Lindstrom, George Doubinski, and Shawn Tabor. A roundtable discussion of all things CRM, including what's new, best practices, and answers to your CRM questions.

Twitter:

@crmaudio

Language:

English


Episodes

CRM Audio 87: June 2018 Business Applications News Update

6/22/2018
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This episode is brought to you by Ingenius. It's summer in North America, but things aren't slowing down. We talk about some of the recent news for the Business Application Platform: Links discussed in this episode https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/enable-use-comprehensive-auditinghttps://bguidinger.com/blog/version-checker-for-dynamics-365https://powerapps.microsoft.com/en-us/blog/cds-for-apps-excel-importexport/ This episode is a production of...

Duration:00:26:33

Power BI & More 40: PowerApps in Power BI

6/18/2018
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In this episode (sponsored by d365UG), Ulrik announces the beta of a new tool for XrmToolBox to help you build Power Query queries and also talks about how and why you should embed canvas PowerApps in your Power BI dashboards. Links in this episode: https://www.xrmtoolbox.com/plugins/PowerQueryBuilder/ https://crmchartguy.com/power-query-builder/https://powerapps.microsoft.com/en-us/blog/embed-an-app/ This episode is a production of Dynamic Podcasts LLC. Subscribe to the CRM Audio network...

Duration:00:21:55

Dynamics 365 Practice Show - Episode 22 – Elaiza Benitez - Dynamics Pay it Forward

6/17/2018
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Sponsors Thanks to our sponsors for sponsoring Dynamics 365 Practice Show Inogic https://www.Inogic.com Please Subscribe, Comment and get in touch For topic and guest suggestions, please use the following link: https://www.nz365guy.com/podcast Full show notes available here: https://www.nz365guy.com/22 Guest Profile Elaiza Benitez is a highly motivated and enthusiastic individual and has nine years’ experience in sales analysis, business analysis and CRM consulting roles. She has...

Duration:00:43:37

At Your Service 19: Managing Change

6/15/2018
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On this episode of AYS (brought to you by Resco), we are joined by Jim Lomas, PMP & Hannah Farley, CCMP. We discuss Instructional Design and Organizational Change Management and how these strategies are used to address the Human Factor within global call center implementations. Links for the show notes: Jim Lomas - LinkedIn https://www.linkedin.com/in/james-lomas-pmp-84146732 Hannah Farley - LinkedIn https://www.linkedin.com/in/hannahfarley Leading Change -John...

Duration:01:03:09

ProdCast 34: Improving your email response rate

6/14/2018
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This episode is brought to you by Ingenius. Email is something we love to hate, but since it is necessary for most of us, how can you make it easier for the people to whom you are sending messages and improve your likelihood of getting a response? Tools mentioned in this episode: https://www.grammarly.comhttps://appsource.microsoft.com/en-us/product/office/WA104379606?tab=Overview This episode is a production of Dynamic Podcasts LLC. Subscribe to the CRM Audio network of podcasts on...

Duration:00:23:38

CRM Audio 86: New MVP Initiation

6/12/2018
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This episode is brought to you by Maplytics by Inogic. This week we welcome new Business Solutions MVP's Sarah Jelinek, Scott LeFante, and Ulrik Carlsson. We also cover the latest Microsoft Business Applications news, and recap recent conferences. This episode is a production of Dynamic Podcasts LLC. Subscribe to the CRM Audio network of podcasts on Apple Podcasts and Spotify.

Duration:00:50:34

Implement This 21: Rollup Fields in Dynamics 365

6/11/2018
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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 basicsDynamics 365 Workflow Tools on GitHub Workflow Elements on Appsource We also mentioned a few topics that we went into greater detail in episode 17 What's on your mind? Have a question you'd like answered on a future podcast? Submit one by...

Duration:00:21:44

Scrum Dynamics 8 – Listeners’ Q&A

6/8/2018
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In episode 8 of the Scrum Dynamics podcast (sponsored by CRMUG/D365UG), Dermot and Neil answer questions submitted by podcast listeners about: You can submit your questions by tweeting @customery or visiting customery.com and clicking on the Send Voicemail button. This episode is sponsored by the CRM User Group. The D365UG Summit is the largest global conference for the Dynamics 365 user group. You can find out more at D365UGSummit.com. You can win a complimentary ticket to the D365UG...

Duration:00:24:16

Power BI & More 39: Analyzing sales and business process data

6/7/2018
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This episode is brought to you my Maplytics by Inogic. Gus Gonzalez joins us to talk about D365 Saturday Atlanta. There's still time to register for the free event. For this episode's main event, Ulrik discusses analyzing business process flow data, such as sales pipeline data. Ulrik also talks about preview features that allow you to extend the business process flow entity, and how adding additional fields and relationships can help simplify your sales reporting. This episode is a...

Duration:00:30:23

CRM Audio 85: But wait there's more with Lucas Alexander

6/5/2018
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This episode is brought to you by Ingenius. Lucas Alexander is back this week. We talk about what's new with Business Applications, and Shawn calls for proposals for the Dynamics 365UG Summer Camp: Links: Tip 1117-Category/delegate tracking Developer Masterclass D365UG Virtual Summer Camp call for proposals This episode is a production of Dynamic Podcasts LLC. Subscribe to the CRM Audio network of podcasts on Apple Podcasts and Spotify.

Duration:00:32:14

Dynamics 365 Practice Show - Episode 21 – Skylar Macromallis - From Grad to Dynamics 365 Consultant

6/4/2018
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Sponsors Thanks to our sponsors for sponsoring Dynamics 365 Practice Show Kingswaysoft https://www.kingswaysoft.com Please Subscribe, Comment and get in touch For topic and guest suggestions, please use the following link: https://www.nz365guy.com/podcast Full show notes available here https://www.nz365guy.com/21 Guest Profile Skylar started her career as a Microsoft college-hire and went from not knowing what a CRM was, to serving as a trusted technical CRM resource to Fortune...

Duration:00:29:00

At Your Service 18: Incident Types in Field Service

6/1/2018
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This episode is brought to you by Resco Mobile CRM. Incident types act as service templates and allow users to quickly create work orders for the most common types of jobs that your company performs, including all of the necessary service tasks, products, services, required skills, and estimated work order duration. In this episode, Scott LeFante and Shawn Tabor discuss what you need to know about incident types and why you should use them in your Field Service deployments. Links in this...

Duration:00:24:14

Implement This 20: More Sales Force Automation in Dynamics 365

6/1/2018
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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 Wildcard Tip of the Day Persnickety Episode 17 Dynamics 365 Gamification What's on your mind? Have a question you'd like answered on a future podcast? Submit one by visiting implementthis.org

Duration:00:25:08

ProdCast 33: The team of me

5/30/2018
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This episode is brought to you by D365UG. Matthew gives Joel productivity tips for his new Android phone, we discuss Microsoft Teams and how Matthew uses a personal team to organize his life, and we revisit Onetastic and some of the macros for OneNote. Links in this episode: https://selfsolve.apple.com/deregister-imessage/https://getonetastic.com/ This episode is a production of Dynamic Podcasts LLC. Subscribe to the CRM Audio network of podcasts on Apple Podcasts and Spotify.

Duration:00:35:55

CRM Audio 84: Third Anniversary

5/27/2018
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It's our third anniversary of CRM Audio (sponsored by KingswaySoft), and Lucas Alexander stops by to help us celebrate. We revisit the topic of our very first episode, and also discuss: Links https://powerapps.microsoft.com/en-us/blog/app-in-a-day-roadshow-spring-2018/ https://dreamingincrm.com/2018/05/19/virtual-entities-for-tracking-recently-used-items/ This episode is a production of Dynamic Podcasts LLC. Subscribe to the CRM Audio network of podcasts on Apple Podcasts and Spotify.

Duration:00:37:15

Power BI & More 38: Questions from the world tour and CDS for Analytics

5/24/2018
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This episode of Power BI & More is brought to you by Maplytics by Inogic. Ulrik is back from the Chart Guy world tour, and in this episode, he answers some questions that were asked by attendees of Dynamics 365 Saturday in Australia. Topics include: Links in this episode: Duplicate Detection Rules Chart in Dynamics 365: https://crmchartguy.com/2018/05/20/duplicate-detection-rules-chart-in-dynamics-365/ Guy in a Cube video about CDS for Analytics:...

Duration:00:33:56

Scrum Dynamics 7: Sprints and Daily Scrum

5/24/2018
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Neil and Dermot discuss sprints and the daily scrum in this episode of Scrum Dynamics, supported by D365UG (http://d365ug.com). * What's the ideal sprint length for a Dynamics 365 project? * Are special sprints, like sprint 0, a good idea? * What to focus on in the daily scrum? * How to manage daily scrums with remote developers? In an upcoming episode, Neil and Dermot will be answering listeners questions. You can submit your question by visiting the Customery website...

Duration:00:41:18

Dynamics 365 Practice Show 20: Dynamics 365 Training with Lindsay Marrin

5/21/2018
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This episode is sponsored by Ingenius. Please Subscribe, Comment and get in touch For topic and guest suggestions, please use the following link: https://www.nz365guy.com/podcast Full show notes available here https://www.nz365guy.com/20 Guest Profile Lindsay is an independent CRM consultant with 10 years' experience in all stages of Dynamics CRM, from implementation to XRM development, support, and end-user training. Lindsay earned her first Dynamics CRM certification in 2007 and...

Duration:00:45:47

Implement This 19 - Creating Relationships in Dynamics 365

5/18/2018
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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 idcode We also make references to topics from other episodes: field mapping in relationships (episode 14) and documenting dynamics (episode 12) What's on your mind? Have a question you'd like answered on a future podcast? Submit one by visiting implementthis.org

Duration:00:23:53

At Your Service 17: CDS restricted entities and URS updates

5/18/2018
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Shawn and Scott are back, and in this episode they catch us up on what is new with Dynamics 365 and Field Service: D365 Saturday Atlanta Unified Resource Scheduling (URS) April update Unified Resource Scheduling (URS) May update Field Service & PSA Update Release 6 Common Data Service Restricted Entities requiring Dynamics 365 licenses Spring 2018 update for Easy ReproDownload Easy Repro This episode is brought to you by Resco. Stay tuned at the end of the episode for an update from Resco.

Duration:00:32:44