This episode is sponsored by KingswaySoft. Special guest Colin Vermander, Technical Director for Adoxio, joins Shawn Tabor to discuss self service portals, and what you need to think about when deploying portals for customer service. typical challenges when implementing self-service portals user experience journey mapping managing demands for over automation of processes the benefits of […]

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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. Creating appointments from emails Quick steps Make your life easier when connecting to recurring meetings from your phone Microsoft Teams Productive cooking tips for Thanksgiving This episode is a production of Dynamic Podcasts […]

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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 […]

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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 […]

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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 […]

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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: Tattoos US food vs. UK food LinkedIn Sales Navigator […]

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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  John’s Dynamics career   Life post the sale of […]

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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: End-user experience What order to configure things in What some of the common […]

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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, […]

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