This episode is sponsored by Inogic. In this episode of ProdCast, Matthew and Joel discuss writing–how to get started, what our writing processes are, and what tools we use. Matthew recommends Scrivener, a great way to collect and organize your ideas and combine them into a document or blog post. Joel shares a tip for […]

Read More →

Thanks to KingswaySoft for sponsoring this episode. Guest Profile  Heather Hall is Senior Vice President of CRM at Eclipse a DXC Technology Company. Her role involves strategy including skill building for the team, right-sizing roles, and re-focusing on industries.   Today that means that the CRM practice within Eclipse is a high performing, target exceeding, hyper growth business […]

Read More →

In this episode (sponsored by Inogic) Hosts Britta Rekstad and Matthew C. Anderson discuss Dynamics Gamification and how it can be used in a Dynamics 365 implementation. We talk through installing the solution, setting up KPIs, and setting up a game. Discussed on the show Microsoft Dynamics 365 Gamification on AppSource Microsoft Dynamics 365 Gamification Documentation CRM Gamified 3rd […]

Read More →

This episode is sponsored by KingswaySoft. Scott brings us a few miscellaneous goodies to make your reporting and visualization more secure and better looking. References mentioned in this episode: Power BI security whitepaper Get rid of the prompt that opens when you open PowerBI Zero to beautiful: knowing which visualizations to use in Power BI […]

Read More →

This episode is sponsored by CRMUG/D365UG. This week we are joined by MVP’s Guido Preite and Marius “CRM Viking” Pedersen. What is the status of Dynamics 365 v9 upgrades? V9 Outlook app New documentation for developers Localization issues How to mess up your sitemap XrmToolBox recommendations What’s the fastest browser for CRM? This episode is a […]

Read More →

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 […]

Read More →

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 […]

Read More →

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 […]

Read More →

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 […]

Read More →