In this episode (sponsored by KingswaySoft and AlexaCRM) we wrap up July with an update about Business Edition and George fills us in on Dynamics 365 for Talent. Other topics discussed on this episode: “Ask Mr. Field Service” The short lived demise of MS Paint OneNote Quick Notes vs Notepad Converting emails to cases in Outlook App Duplicate […]
Read More →In this episode (sponsored by KingswaySoft and AlexaCRM) we talk about how to do a weekly planning session and take control of your schedule. Prioritizing what’s important You’re not as busy as you think you are The Systems Mindset by Sam Carpenter That’s not productive: too many subscriptions This episode is a production of Dynamic Podcasts […]
Read More →In this episode (sponsored by AlexaCRM and KingswaySoft), George, Joel and Shawn talk marketing. Who is Adobe Marketing Cloud a good fit for what will typical Dynamics 365 clients use? Other topics discussed in this episode: Salesforce entry into field service Why is Mark Benioff following Microsoft MVP’s? CRM Tip Of The Day quest for […]
Read More →In this episode (sponsored by KingswaySoft and AlexaCRM), we discuss options for embedding your Power BI reports and dashboards in Dynamics 365/CRM. We’ve talked extensively about Power BI and Dynamics CRM, today we answer the question “how can I see my Power BI dashboard inside CRM?” What is the easiest way to make your dashboards […]
Read More →In this episode (sponsored by AlexaCRM and KingswaySoft) we debate mobile vs. PC email apps–which is the most productive experience. We also discuss mobile calendars–why can’t we find one calendar app to rule them all. Plus–have you ever taken a “fake”cation? Why this might be a call for help. This episode is a production of Dynamic Podcasts LLC. Subscribe to […]
Read More →We have had some time to absorb what we learned from the Dynamics 365 July release briefing, and this week we dig deeper: Is the next release really the biggest release of CRM ever? Deprecated features in the next release of Dynamics 365–what does “deprecated” really mean, and how should you plan for it? Joel’s […]
Read More →This episode Keith Mescha from Sonoma Partners joins us to discuss a great new free tool they have released called the Power BI Data Query Accelerator. This tool makes it easy to create a Dynamics 365 data query for Power BI that is clean and user-friendly. It’s a great tool for prototyping queries, and it will save […]
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