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CRM Audio

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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

ProdCast 20: Thanksgiving productivity grab bag

11/22/2017
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This episode is sponsored by D365UG. It's thanksgiving in the US, and we are celebrating with a grab bag of productivity tips. This episode is a production of Dynamic Podcasts LLC. Subscribe to the CRM Audio network of podcasts on Apple Podcasts.

Duration: 00:19:40


Dynamics 365 Practice 7: Jerry Weinstock

11/20/2017
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This episode is sponsored by Inogic. Guest Profile Jerry is President and CEO of CRM Innovation and has the energy and vision of a true entrepreneur. His 20+ years’ experience includes a broad mix of business development, sales and sales management, hardware and software technical competency, and marketing know-how. Jerry has successfully launched three companies based on new economy principles. Jerry founded CRM Innovation in Kansas to provide CRM consulting and implementation services...

Duration: 00:42:09


Implement This 6: Microsoft Flow

11/17/2017
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In this episode (sponsored by Inogic) Hosts Britta Rekstad and Matthew C. Anderson discuss Microsoft Flow and how it relates to Dynamics 365. We talk through basic use cases, licensing requirements, and how it compares to the out of the box Dynamics workflow engine. As a quick note, we recorded this before the General Availability release of Dynamics 365 v9.0, so we only mention that there is additional capability coming in this area. We will cover this in more detail in a future...

Duration: 00:36:00


Power BI 25: Drill-Through in Power BI

11/15/2017
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This episode is sponsored by KingswaySoft. What is drill-through in Power BI? What is the difference between drill-through and drill down, and what are best practices for drill-through? We also discuss some of the new enhancements in the November release of Power BI Desktop. This episode is a production of Dynamic Podcasts LLC. Subscribe to the CRM Audio network of podcasts on Apple Podcasts.

Duration: 00:21:27


At Your Service 5: Customer Service with Sarah Jelinek

11/13/2017
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In this episode (sponsored by Kingswaysoft) Shawn is joined by Sarah Jelinek from Arctic Information Technology. Sarah is @dyn365diva, she leads the Customer Service SIG for CRMUG, and she is a frequent speaker on all things related to customer service in Dynamics 365. Topics discussed in this episode: This episode is a production of Dynamic Podcasts LLC. Subscribe to the CRM Audio network of podcasts on Apple Podcasts.

Duration: 00:37:14


CRM Audio 67: LinkedIn Tattoo

11/9/2017
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This episode is sponsored by Inogic. This week at Extreme365 Long Beach we were joined by Chris Huntingford, better known as TattooedCRMGuy. We go deep into LinkedIn Sales Navigator and Shawn answers some of the frequently asked questions about the LinkedIn integration with Dynamics 365. Topics discussed: Follow Chris: LinkedIn: https://www.linkedin.com/in/chris-huntingford-71393a11/ Twitter: https://twitter.com/tattooedcrmguy This episode is a production of Dynamic Podcasts LLC....

Duration: 00:38:49


Dynamics 365 Practice Podcast 6 - The Dynamics ISV with John Gravely

11/5/2017
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This episode is sponsored by KingswaySoft. John Gravely is a Technology Entrepreneur and Investor. He founded, built and sold two software companies; ClickDimensions (sold to Accel-KKR in 2016 for $51M) and c360 Solutions (sold to CDC Corp in 2006 for $6.5M). He also spent time at Scribe Software. In this Episode Book Recommendations http://amzn.to/2z4ZAj6http://amzn.to/2h3zp7J Resources...

Duration: 01:03:25


Implement This 5: Relevance Search in Dynamics 365

11/2/2017
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This episode is sponsored by Inogic. Among many search options in Dynamics 365, Relevance Search offers a user experience much like traditional search engines. Host Matthew C. Anderson has recently been through a couple of implementations and chats with Britta Rekstad about: Select entities for Relevance SearchOnline-only featuresOnline vs on-premises features FAQ

Duration: 00:28:14


ProdCast 19: Meetings you should have with yourself

11/1/2017
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This weeks episode (sponsored by KingswaySoft) covers meetings you should have with yourself. Too often we let our schedules get dictated by others, it is important that we schedule focused time for specific purposes. We discuss what types of meetings you should have with yourself each week. In "that's not productive," we discuss our workspaces, and what music, lighting, and desks accessories we use for optimal productivity. This episode is a production of Dynamic Podcasts LLC. Subscribe...

Duration: 00:21:55


CRM Audio 66: KingswaySoft Autumn 2017 Release

10/30/2017
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In this episode of CRM Audio (sponsored by kingswaysoft) we are joined by Daniel Cai from Kingswaysoft. Topics discussed in this episode: Links: What is the CDS todayPart 1Part 2 Security enhancements: User session and Access Management Fall release of KingswaysoftXRM tools security role comparison This episode is a production of Dynamic Podcasts LLC. Subscribe to the CRM Audio network of podcasts on Apple Podcasts.

Duration: 00:47:26


At Your Service 4: Universal Resource Scheduling

10/27/2017
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In this episode of At Your Service, Shawn Tabor and Scott LeFante discuss Universal Resource Scheduling with Dynamics 365 Field Service. Links: Tipster Guide to Universal Resource Scheduling July 2017 update for Field Service and Project Service Automation – Universal Resource Scheduling (Part 1) July 2017 update for Field Service and Project Service Automation – Universal Resource Scheduling (Part 2)

Duration: 00:24:44


Power BI 24: SQL or PowerQuery?

10/25/2017
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In this episode (sponsored by Kingswaysoft), Scott Sewell and Joel Lindstrom discuss whether you should use PowerQuery/M for complex Power BI queries, or if you should aggregate via SQL server and make Power BI the visualization layer. Also discussed: is Power Query sufficient for most queries, or should you learn the underlying M language. And what is the difference between M and Dax? This episode is a production of Dynamic Podcasts LLC. Subscribe to the CRM Audio network of podcasts on...

Duration: 00:16:03


Dynamics 365 Practice 5 - The Dynamics 365 Customer with Steve Scarbrough

10/22/2017
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This episode is sponsored by Maplytics by Inogic. Guest Profile Steve Scarbrough helps clients assess the value that technology change can deliver. His core specialist areas are ERP / Accounting and Customer Relationship Management solutions. But he continues to be amazed by the ROI SharePoint and Microsoft Online services can generate for his clients. In this Episode

Duration: 00:54:38


Implement This 4: Dynamics 365 Workflow - Foundations

10/19/2017
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This episode is sponsored by KingswaySoft. The Dynamics 365 Workflow engine, which is the behind-the-scenes part of the process engine, is massively powerful. For host Britta Rekstad, who has presented on how to use Dynamics workflow at multiple conferences, this is an absolutely critical aspect of the platform for new admins to understand. Co-host Matthew C. Anderson shares about how some of his early experiences in configuring Dynamics 365 involved workflow. This experience also...

Duration: 00:30:57


ProdCast 19: The power of journaling

10/17/2017
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In the latest episode of ProdCast (sponsored by Maplytics™ by Inogic), Matthew Anderson discusses how he developed the habit of journaling, and how it has helped him over the past decade. Topics discussed include: This episode is a production of Dynamic Podcasts LLC. Subscribe to the CRM Audio network of podcasts on Apple Podcasts.

Duration: 00:16:14


Episode 65: CRM Audio Live

10/13/2017
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In this special episode (sponsored by KingswaySoft) we are live at CRMUG Summit 2017 in Nashville, TN. This episode was recorded with a live audience where we revealed CRM tip of the Day 1,000. We are also joined by many of our friends from CRM Tip of the Day and other CRM Audio series. Derik Bormann, George Doubinski, Shawn Tabor, Joel Lindstrom, Matthew Anderson, and Scott Sewell. Topics discussed in this episode: This episode is a production of Dynamic Podcasts LLC. Subscribe to the...

Duration: 00:58:03


CRMUG Day 1: Getting the most out of the CRMUG Summit

10/10/2017
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In this special episode, learn what you should do to get the most out of CRMUG Summit Nashville. This episode is a production of Dynamic Podcasts LLC. Subscribe to the CRM Audio network of podcasts on Apple Podcasts.

Duration: 00:06:56


Dynamics 365 Practice Podcast - Episode 4 - Partnering with Microsoft with Ben Vollmer

10/9/2017
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This episode is sponsored by Maplytics™ by Inogic. Guest Profile Ben helps customers, Microsoft team members and partners with Field Service. While his current role is focused on helping enable, I have deployed CRM, managed teams of consultants and internal teams in deploying CRM as well as helped my customers maximise their investment in technology, people and processes. In this Episode This episode is a production of Dynamic Podcasts LLC. Subscribe to the CRM Audio network of...

Duration: 00:55:13


Power BI 23: Reporting on survey data

10/6/2017
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In this episode of Power BI & More (sponsored by KingswaySoft), Scott Sewell and Joel Lindstrom discuss reporting on survey data from Dynamics 365 Voice of the Customer solution. This powerful solution can be used to capture feedback from your clients directly in Dynamics 365. But before you publish your first survey, you need to consider what kind of analytics you want to get from your survey results. How can you structure your questions to give you the reporting you want, and how can you...

Duration: 00:13:18


Implement This 3: Excel Template Foundations

10/3/2017
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In this episode of Implement This (sponsored by Kingswaysoft) covers the foundations of Excel Templates in Dynamics 365. Britta and Matthew discuss getting started with both System and Personal templates. If you're considering dipping your toe in the water with Excel Templates, you'll definitely want to start here when you Implement This in your environment. This episode is a production of Dynamic Podcasts LLC. Subscribe to the CRM Audio network of podcasts on Apple Podcasts.

Duration: 00:26:40

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