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CRM Audio

Technology Podcasts

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 - Microsoft Business Solutions MVP Scott Sewell teaches you how to learn Power BI and effectively use it with Dynamics 365. Prodcast - All about personal productivity. We get deep into productivity and cut through the hype around productivity tools, and tell you what's not productive.

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 - Microsoft Business Solutions MVP Scott Sewell teaches you how to learn Power BI and effectively use it with Dynamics 365. Prodcast - All about personal productivity. We get deep into productivity and cut through the hype around productivity tools, and tell you what's not productive.

Location:

Greenville, SC

Description:

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 - Microsoft Business Solutions MVP Scott Sewell teaches you how to learn Power BI and effectively use it with Dynamics 365. Prodcast - All about personal productivity. We get deep into productivity and cut through the hype around productivity tools, and tell you what's not productive.

Twitter:

@crmaudio

Language:

English


Episodes

Dataverse for Teams: is it a platform?

6/6/2021
In this episode of CRM Audio, George Doubinski and Joel Lindstrom discuss the business case for Dataverse for Teams. Who is it for and what does it mean for people who already have Dataverse and Dynamics 365?

Duration:00:43:42

Microsoft Dataverse

11/26/2020
In today's podcast, Joel Lindstrom and George Doubinski talk about Dataverse, the new name of Common Data Service. Microsoft has also renamed some of the CDS components. Entities are now tables, Option Sets are now choices, and fields are not columns. These new names may be confusing for long time platform users, but they move the platform to be more consistent with other platforms and will help makers moving from SharePoint to Dataverse, as the naming is now consistent.

Duration:00:24:05

In-line code editor and Project Oakdale

10/29/2020
It's autumn in the the US, the leaves are falling, and we are back with another episode of CRM Audio. In today's episode, Joel Lindstrom, George Doubinski, and Shawn Tabor talk about George's new in-line code editor function for Power Automate--how does it work, why would you want to use it over plain expressions, and is it secure? We also get into Oakdale, the new light version of Common Data Service included in Microsoft Teams. After using it for several weeks, how does it compare with...

Duration:00:38:52

Connection References

9/28/2020
Microsoft released a public preview of Connection References, which store Power Automate (and some Power App) connections in solutions, and prompt for connection when the solution is moved to another environment. This is a big deal because currently connections are not moved with solutions, which means that Power Automate flows are not connected after the solution is moved, and editing flows in Production environments are tedious and cause problems with ALM processes. This change is also...

Duration:00:23:44

Getting ready for DynamicsCon with Jon Stypula

8/20/2020
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. https://dynamicscon.com/https://www.linkedin.com/in/jonstypula/

Duration:00:34:37

What's new with RPA in Microsoft Power Automate

8/14/2020
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: Links: https://www.linkedin.com/in/cody-erickson-b0663a74/https://www.linkedin.com/in/joeunwinhttps://crm.audio

Duration:00:51:34

Notifications in Dynamics 365

8/10/2020
In this Service based episode of CRM Audio, Shawn & Sarah talk about how notifications within Dynamics 365 aren't just emails anymore! They talk about how notifications can be more actionable and meaningful for Dynamics 365 users! Also, Shawn talks about the upcoming Field Service Bootcamp coming to 365 Saturday on August 12-15! 365 Saturday - Field Service Bootcamp (August 12-15) https://events.powercommunity.com/field-service-bootcamp-2020/# Sarah Jelinek on...

Duration:00:29:41

Are you an app person or a flow person?

8/7/2020
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 had conversations with people in the community that say something along the following lines: Flow Person: “I love Power Automate, but Power Apps...

Duration:00:24:02

What is Dataflex

7/30/2020
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 means, along with the confusion over the name. 9ejNL9yutzhpz0cyc6Ed

Duration:00:27:07

Why Power Apps Portals needs an API

7/20/2020
New in preview, Microsoft has released a CRUD API for Power Apps Portals. Why do we need this when Common Data Service already has a web API? Hint: It's not for integration, it's for user experience. See the official documentation here: https://docs.microsoft.com/en-us/powe...

Duration:00:22:38

We react to the Power Platform and Dynamics 365 Release Plan Wave 2

7/8/2020
MVP's Shawn Tabor and Joel Lindstrom review the top announcements in the Power Platform and Dynamics 365 Release Notes Wave 2.

Duration:01:03:47

Training, Certifiaction, and Brain Dumps with Julie Yack

7/2/2020
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 how Microsoft's certification and training options have improved over the years and how to prepare for certification the right...

Duration:00:36:42

Field Service Mobile with Dian Taylor

6/27/2020
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 (1 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 Mobile app! Dian and Shawn also talk about the Dynamics Community and how they both love being a part of this great family. Dian on...

Duration:00:23:53

At Your Service: Preview features in field service

6/21/2020
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/gohUVmO5vKc How to install preview features for Dynamics 365 Field Service: https://docs.microsoft.com/en-us/dyna... How to preview the new...

Duration:00:30:28

Teams + Power Platform as a platform

5/31/2020
At Build 2020, Microsoft highlighted Microsoft Teams as a platform, and announced lots of new enhancements to the integration between Power Platform and teams, including making it easier to build Power Automate flows for Teams and integrate model-driven apps with Teams, and more easily publish Power Virtual Agents with Teams. https://www.forbes.com/sites/moorinsights/2020/05/27/spotlight-on-teams-as-a-platform-at-virtual-microsoft-build-2020/#12ce03631f14 On today's episode of CRM Audio,...

Duration:00:29:49

At Your Service: Pandemia and Customer Service

5/25/2020
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-description-field-in-dynamics-365/

Duration:00:27:00

Role of Solution Architect in Power Platform Projects

5/23/2020
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 Podcast and Scrum Dynamics, and I encourage you to subscribe to both. See full show notes at https://customery.com/50.

Duration:01:06:41

API Limits and Throttles in Power Platform with Sean McNellis

4/12/2020
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

Duration:01:07:00

Imposter syndrome and cats with Emma D'Arcy

4/3/2020
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 also talk a little bit about cats... Emma D'Arcy on Twitter: @tattooedcrmgirl Emma's Imposter Syndrome session from Scottish Summit:...

Duration:00:27:51

Power Platform update and deprecation deadlines are delayed

3/30/2020
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 this stressful time. 2020 Wave 1 will still be released in April, but mandatory updates will be delayed until May or June. Team member license...

Duration:00:41:37