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CRM Audio

George Doubinskicrm.audio
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.
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Episodes

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Colin and Nick chat with Ted Pattison about his journey learning Power Apps Portals from a Power BI/SharePoint/Office 365 background. A great conversation of Ted learns new technology and applies to teach others. Ted's MVP profile: https://mvp.microsoft.com/en-us/PublicProfile/10712?fullName=Ted%20Pattison Ted's training site (check out his classes!) https://www.criticalpathtraining.com/ Colin's blog: https://colinvermander.com/ Nick's blog: https://readyxrm.blog...

Dec 01, 201939 min

Modern Patterns and Proven Practices With Sean McNellis

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 has Sean's job changed with the move to the cloud? The impact of canvas apps and Power Automate flows on enterprise customers Why you need a Center ...

Nov 26, 201953 min

What is a #PowerAddict with Vivek Bavishi

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 for development of Power Apps. Topics discussed on the show: What is the story behind #PowerAddicts Are there any requirements to be a #PowerAddict? ...

Nov 20, 201944 min

Introducing Power Automate with Stephen Siciliano

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. During this episode, we delve into the rebranding of the platform and some best practices for Power Automate flows. Reminder: Microsoft is giving aw...

Nov 13, 201947 min

Not at Ignite

In this episode, Nick and Colin discuss the general availability of Power Apps Portals as well as updates from the Microsoft Ignite conference which they are enjoying from their office chairs in Canada.

Nov 09, 201932 minSeason 2Ep. 1

Microsoft Ignite: AI in the Power Platform with Ben Vollmer

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 Platform and Dynamics 365. Discussed on this episode: Power virtual agent Use cases for mixed reality Product visualize Customer Service Insights Customer In...

Nov 05, 201951 min

Editorial: Why you shouldn't fear self-service license purchase options

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 users would be able to start purchasing licenses directly without Administrator approval. This has resulted in the typical doomsday reaction by some peo...

Oct 24, 20198 min

Getting ready for Ignite with Anna Chu

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 partnerships between engineering and marketing that influence product roadmaps and leading community strategy to enable best practice sharing between customers...

Oct 22, 201928 min

UG Summit NA 2019 with Tony Stein

This episode is brought to you by mscrm-addons.com. Tony Stein from Dynamics Communities joins us to talk about what you can expect from next week's user group summit. Extreme365 Power Platform user Group Dynamics 365 User group Silent disco All star awards Changes from last year Music: Ben Vollmer Song

Oct 11, 201920 min

Getting ready for User Group Summit

This episode is brought to you by Maplytics by Inogic . Next week is User Group Summit 2019 , and to help get ready we have Nick Doelman, Darly LaBar, Jonas Rapp, Jim Novak, and Sara Lagerquist join Joel Lindstrom and George Doubinski to talk about their sessions. Even if you aren't attending the conference, you will learn something from this episode, as each panelist shares some of the tips that they are going to present in their sessions. Sessions mentioned on this episode: Unit Testing for C#...

Oct 09, 201943 min

PPDB 10-07: Customer Engagement is gone, or is it?

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.training/Courses/Detail/power24 Microsoft last week published updated details about the new api limits. https://docs.microsoft.com/en-us/power-platform/adm...

Oct 07, 201911 min

PPDB: DynamicsPower Dublin and new Surface devices

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....

Oct 04, 201916 min

PPDB 9-30: More insights are coming to Dynamics 365

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/? Music: www.purple-planet.com...

Sep 30, 20196 min

Power Apps Portals ALM

This episode is brought to you by KingswaySoft. Nick and Colin are joined by special guest Eugene Van Staden. Eugene, Colin and Nick discuss building a set of ALM/DevOps tools for PowerApps Portals deployments. Learn about the importance of healthy ALM, the available open-source tools and the challenges of applying automated DevOps to Portal projects. Show Notes and Links: Eugene’s contact info: [email protected] https://github.com/hmdvs - Eugene will eventually post some of his templates and...

Sep 27, 201946 minSeason 1Ep. 12

Best practices for demoing Flow with Jon Levesque

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 you demo the CDS connector or the CDS current environment connector? Should you give your audience a copy of the Flow Best way to demo scheduled Flows...

Sep 24, 201923 min

PPDB 9-23: Data Flows, Service update 84, and solution based Flow

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 “New dataflow” screen. Analytical dataflows allow free-form entities to be created, but also provide built-in experiences for harmonizing those entities...

Sep 23, 20197 min

Dynamics 365 information overload, experimental features, and George's new Tesla

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 CDS connector and Current Environment connector...

Sep 21, 201940 min

PPDB 9-16: Preparing for conference presentations

This is the Power Platform Daily Brief for September 16, 2019. This episode is brought to you by Maplytics by Inogic . Topics and links for today's daily brief: Charles Lamanna announces the winners of the TDGi Hack for Good. https://youtu.be/FTbvjwLgTCQ Watch the 2019 Virtual Flow Conference on demand. https://www.youtube.com/watch?v=MvCcnlw6tjs Register for the October 10 wave 2 virtual launch event https://info.microsoft.com/Microsoft-Business-Applications-virtual-launch-event-October-2019_Re...

Sep 16, 201911 min

PPDB 9-12: The end of Dynamics 365 classic UI

This episode is brought to you by ClickLearn. Today Mark & Iain talk about the end of the classic UI, Marketing Segments and the Ignite World Tour Links 24 Hour XRM Virtual Conference - https://www.xrmvirtual.com/ Charles Lamanna Blog - https://community.dynamics.com/365/b/365teamblog/posts/announcing-the-timeline-to-move-to-unified-interface-2137660788 Marketing Segments Update - https://365community.online/segments-explained Dilyana Radulova – Linkedin https://www.linkedin.com/in/dilyana-r...

Sep 13, 201914 min

Power Platform Daily Brief 9-9-2019

This is the #PowerPlatform Daily Brief for Sept 9, 2019 (brought to you by KingswaySoft ). In today's daily brief: New model driven form designer is generally available Microsoft softens new portal pricing increases Flow online conference is tomorrow https://www.eventbrite.com/e/microsoft-flow-online-conference-2019-tickets-64261485834 PowerPlatform 24 session schedule is now up at xrmvirtual.com Congratulations to the participants in the TDG Global Hack for education. See the solutions here: ht...

Sep 09, 20195 min

PPDB: D365 for Talent MVP Malin Donoso Martnes

This episode is brought to you by Maplytics by Inogic . Brad Koontz sits down with Malin Donoso Martnes, the first D365 for Talent MVP, to discuss Dynamics Talent and monster trucks run amok in Sweden. Links: Resources for Talent and where to find them: https://malinsdynamics365fortalent.com/2019/04/23/resources-for-talent-and-where-you-find-them/ LinkedIn: https://www.linkedin.com/in/malinmartnes/ Music: www.purple-planet.com...

Sep 06, 201911 min

PowerApps Portals with Dileep Singh

This episode is brought to you by KingswaySoft. Today Dileep Singh, Principal Program Manager Lead from Microsoft, joins Nick and Colin to talk PowerApps Portals. Links: Introducing PowerApps Portals https://powerapps.microsoft.com/en-us/blog/introducing-powerapps-portals-powerful-low-code-websites-for-external-users/ PowerApps Portals Pricing Update https://colinvermander.com/2019/08/29/powerapps-portals-pricing-update/ PowerApps and Microsoft Flow licensing FAQs for October 2019 https://docs.m...

Sep 06, 201940 minSeason 1Ep. 11

PPDB 9-5: Stay Motivated and Remote Assist updates

This is the Power Platform Daily Brief for Sept 5 (brought to you by ClickLearn ). Today Mark and Iain review recent community blog posts: Links: My Favorite Murder: https://www.myfavoritemurder.com/ Sept update for Remote Assist: https://cloudblogs.microsoft.com/dynamics365/it/2019/09/03/september-update-of-dynamics-365-remote-assist-improves-snapshot-feature-and-protocol-activation-experience/ Emma D'Arcy: How to Stay Motivated https://tattooedcrmgirl.com/2019/09/02/how-to-stay-motivated/ Canv...

Sep 06, 201914 min

PPDB 8-28: Marketing wave 2 and prepping for hack 4 good

This episode is brought to you by D365UG. Topics in this episode: Marketing Wave 2: https://incrementalgroup.co.uk/2019/08/07/customers-personalising-marketing TDGI Hack for Good - http://tdgi.rocks/ Reminder: only one more day to submit your sessions for Power Platform 24 https://sessionize.com/power-platform-24/ . Music: www.purple-planet.com...

Aug 28, 201916 min

Power Platform Daily Brief: 8/26/2019

This episode is brought to you by Maplytics by Inogic . In today's daily brief: Create environments from Power Platform Admin Center https://powerapps.microsoft.com/en-us/blog/provisioning-and-administration-updates-are-now-live-in-the-power-platform-admin-center/ Submit sessions for power platform 24 https://sessionize.com/power-platform-24/ Mark instant flow steps in business process flow complete/incomplete automatically with Flow https://flow.microsoft.com/en-us/blog/preview-update-instant-f...

Aug 26, 20198 min

License Driven Development

This episode of CRM Audio is brought to you by Clicklearn. Today is classic CRM Audio, with George Doubinski, Shawn Tabor, and Joel Lindstrom Topics in today's episode: License driven development: https://brianilland.me/2019/06/23/licence-driven-development/ Power Platform 24 The value of CDS Considering user experience with PowerApps Resource scheduling Calendar control #askjoel CCPA DES Experience The weekly dispatch Have any topic suggestions? Send them to [email protected] ....

Aug 24, 201950 min

PPDB: Interview with Michal Guzowski

Michal Guzowski talks about his Delegation Learning app, and 10 things he wished he knew before becoming a #PowerAddict Link: https://michalguzowski.pl/ This episode is brought to you by mscrm-addons.com Music: www.purple-planet.com

Aug 16, 201916 min

PDDB: Your workflow assemblies might break

This episode is brought to you by D365UG. Daryl LaBar brings today's daily brief, and he lets us know about an upcoming change from Microsoft that might break your workflow assemblies. Check your code and be prepared. Read more at: https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/best-practices/business-logic/remove-unsupported-code-using-reflection-workflow-activities Music: www.purple-planet.com...

Aug 15, 20194 min

Power Platform Daily Brief: August 14, 2019

This episode is brought to you by ClickLearn. In today's daily brief: New connectors for the Power Platform Enhancements in unified interface grids and data density https://powerapps.microsoft.com/en-us/blog/enhanced-functionality-in-unified-interface-grids/ What's coming in service update 82: https://support.microsoft.com/en-us/help/4516763/service-update-82-for-microsoft-dynamics-365-9-1-0 Power Platform 24 update https://sessionize.com/power-platform-24/ App in a Day Chicago: https://www.micr...

Aug 14, 20196 min

PPDB: Announcing Power Platform 24

This episode is brought to you by Maplytics by Inogic . On today's Power Platform Daily Brief we are happy to announce a new Power Platform and Dynamics 365 conference called Power Platform 24. This world-wide virtual conference will be 24 hours of great content about Microsoft Flow, Dynamics 365, PowerApps, and Power BI September 25. You can be a speaker--submit your proposals now at https://sessionize.com/power-platform-24/ . We also discuss some of the great enhancements to Unified Interface ...

Aug 12, 201910 min
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