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 Twitter: https://twitter.com/Sa...
Aug 10, 2020•30 min
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 (canva...
Aug 07, 2020•24 min
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
Jul 30, 2020•27 min
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......
Jul 21, 2020•23 min•Season 1Ep. 18
While Colin is off in the wilderness on vacation, Nick and Nick discuss the features announced in the Power Platform 2020 Wave 2 Release plans. Nick Hayduk @Engineered_Code Nick Doelman @readyxrm
Jul 09, 2020•31 min•Season 1Ep. 17
MVP's Shawn Tabor and Joel Lindstrom review the top announcements in the Power Platform and Dynamics 365 Release Notes Wave 2. Power Apps Portals PCF Controls Model-driven search enhancements Canvas pages Power Automate Power Virtual Agent Dynamics 365 Sales Dynamics 365 Marketing Customer Insights Dynamics 365 Service
Jul 08, 2020•1 hr 4 min
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 way. LInks: Microsoft Lea...
Jul 02, 2020•37 min
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 (1st 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 Twitter: https://twit...
Jun 28, 2020•24 min
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 schedule board...
Jun 21, 2020•30 min
Colin, Nick H and Nick D (CNN) chat with MVP Jim Novak about tools used when working with Power Apps portals projects. Jim Novak is a Technical Architect with deep experience with Dynamics CRM/xRM and custom .NET application development working in projects for the United States government, education and healthcare industries. Twitter: @crmdevjim Website: https://futurezconsulting.com/ LinkedIn: https://www.linkedin.com/in/jamesnovak/ Other links: https://www.xrmtoolbox.com https://www.bootstrap-...
Jun 02, 2020•58 min•Season 1Ep. 16
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, Shawn T...
May 31, 2020•30 min
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/...
May 25, 2020•27 min
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 ....
May 23, 2020•1 hr 7 min
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 Changes to the pfe PowerShell libraries and .Net Core Service protection throttles and the reason for them Tips for building future friendly code and limiting API calls Covid-19 driving digital transformation and decoupling things that have always been combined and driving low-code for business agility. Changes in the maker experience...
Apr 12, 2020•1 hr 7 min
Nick, Nick and Colin practice social distancing and chat from their home offices about MVP summit, Web Forms, Virtual Entities, Local Authentication and other Power Apps Portals stuff. Show notes: Colin's post on web forms: https://colinvermander.com/2020/03/09/power-apps-portals-web-form-ideas-desired-improvements/ Nick Hayduk's Portals Community Call: https://www.engineeredcode.com/portals-community-call Nick Doelman's Power Apps Portals online class: https://powerplatformlearning.newzenler.co...
Apr 05, 2020•38 min•Season 1Ep. 15
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: https://www.yout...
Apr 03, 2020•28 min
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 enfo...
Mar 30, 2020•42 min
In today's episode of ProdCast, (brought to you by Inogic ), Matthew Anderson and Joel Lindstrom share their tips for working from home and review some recent updates to their favorite productivity tools, including on how PowerPoint can help improve your speaking skills through AI. Discussed on the show: Uplift desks Jabra GN PowerPoint Coach To-Do "My Day" view Quickly create tasks from Outlook Web
Mar 25, 2020•38 min
This episode is brought to you by Inogic and their new Kanban Board for Dynamics 365 and Power Platform . Wave 1 2020 for Power Platform and Dynamics 365 is right around the corner. In today's episode, Joel Lindstrom and Shawn Tabor cover what you need to know and how to prepare for the update. Topics covered: Team member license enforcement Dynamics 365 Sales Product visualize Dynamics 365 Customer Service Dynamics 365 Field Service Dynamics 365 Marketing Power Apps Power Automate Check out the...
Mar 21, 2020•54 min
This episode is brought to you by Inogic and their new Kanban Board for Dynamics 365 and Power Platform . The coronavirus COVID-19 has changed the technology world. People are working remotely, conferences are canceled. On this podcast, we talk about the changes to D365UG Summit Barcelona, MVP summit, and other conferences. To help organizations combating the crisis, Microsoft is making the premium push notification adapter for Power Apps available for free to all users, and they have also relea...
Mar 06, 2020•59 min
Gus Gonzalez started a series of podcasts giving an overview of what he would do if he were the program manager for some of the Dynamics 365/Power Platform products. This the portal edition where Colin, Nick and Nick discuss the new features and options they would add to portals if they were program managers (with unlimited budget and resources) What is your wish list item? https://ideas.powerapps.com Our Twitters: Colin Vermander: @koolin_ Nick Hayduk: @Engineered_Code Nick Doelman: @readyxrm C...
Feb 23, 2020•52 min•Season 1Ep. 14
This episode is brought to you by Inogic. Check out their new Kanban visualization for Dynamics 365 and Power Platform. Learning is important. Joel has started a bi-weekly LinkedIn newsletter about learning--why it is important to be a life-long learner, choosing a learning goal, and tools to help learning. On the podcast we discuss our learning goals. Matthew Anderson has also been pursuing certification, and he talks about his strategies for learning and test-taking. Other topics in the episod...
Feb 18, 2020•39 min
The Power Platform 2020 Wave 1 release plan has been published! Also announced is the WS-trust and organizationserviceproxy deprecation, which as a big impact on xRM Community edition, Microsoft open source and Adxstudio v7 portals. Join Nick Doelman, Colin Vermander and new permanent host Nick Hayduk as they discuss these new features and changes. Release Plan: https://docs.microsoft.com/en-us/power-platform-release-plan/2020wave1/ xRM Portals Community Edition Open Issue https://github.com/Ado...
Feb 12, 2020•46 min•Season 1Ep. 13
This episode is brought to you by Maplytics by Inogic and D365UG. This week we are re-joined by MVP Sukrut Parab and Sr. Architect Satish Panwar to talk about what you need to know about ALM best practices for a Dynamics 365 F&O deployment. Phases of ALM Why you need to use a good ALM process Manual vs. automated deployments Automated testing Can ALM work with other systems than DevOps? Common mistakes Common environment and deployment strategies Useful links: Build and Test Automation - htt...
Feb 03, 2020•50 min
This episode is brought to you by D365UG. Sara Critchley joins Shawn Tabor to talk about customer service (after they finish talking about food). Why is customer service important? How has customer service in Dynamics 365 changed in recent years? Where should you start? The changing world of omnichannel. Why can't Flow Joe get any balsamic vinegar kettle crisps in Canada? Please join the conversation and tell us what you think. What have your best and worst customer service experiences been? Whe...
Jan 11, 2020•34 min
Dileep Singh returns to the podcast with an update of the Power Apps Portals General Availability and some hints as to what might be coming in 2020 wave 1. Also discussed is the new Configuration Migration Tool, Forms Pro and Web Forms. Unified Interface Transition dates Portal: https://runone.powerappsportals.com/ Ideas site: https://experience.dynamics.com/ideas/ Colin's blog: https://colinvermander.com/ Nick's blog: https://readyxrm.blog Nick's Portals Training at Scottish Summit 2020: https:...
Dec 27, 2019•43 min•Season 2Ep. 3
It's the final Power Platform Brief of 2019. Bringing updates on Microsoft's Power Platform including connectors for components, improved unified interface, Teams domination and an interview with Yesflow co-founder Scott Millwood.
Dec 23, 2019•22 min
This episode is brought to you by D365UG. Today we have a F&O focused episode with MVP Sukrut Parab and Sr. Architect Satish Panwar Discussed in this episode: How the F&O update process works Delaying updates Managing updates during a deployment Feature Management Workspace Dual Write Printing enhancements in F&O Links: Sukrut Parab https://www.linkedin.com/in/sukrut-parab-534ba1a/ https://community.dynamics.com/365/financeandoperations/b/365operationswithsukrut Satish Panwar https:/...
Dec 20, 2019•49 min
We're back! The Power Platform Daily Brief is now just the Power Platform Brief. We'll continue to focus on the news and updates related to all thing Microsoft Power Platform and we're still talking to the interesting people who make this community great. In this episode, we discuss the death of Talent, new connectors, Unified Interface scheduling and we talk to John Gravely about his new business, SalesSpark .
Dec 12, 2019•27 min
Time for another personal productivity and effectiveness podcast (brought to you by Maplytics by Inogic ), and the goal of this episode is “limit your WIP (work in progress). With due credit to Personal Kanban , WIP is a concept from Kanban that refers to the number of things that you are working on at any one time. In your personal life, it can be easy to say yes to too many things and overestimate your capacity. This can increase your stress level and make you ineffective, and result in poor q...
Dec 10, 2019•43 min