This episode is sponsored by KingswaySoft. We are celebrating the North America total eclipse today, and to celebrate we announce some exciting news about some new series coming soon to the CRM Audio network. Other topics discussed: Field service and Salesforce NDA is lifted on v.9 Enterprise Edition Microsoft releases tool to migrate KB articles […]
Read More →In this episode (sponsored by KingswaySoft and AlexaCRM) we talk about perfectionism. How do you know when something is good enough? How do we fight the urge to try to be perfect? We also discuss one of the major modern distractions–app notifications. How can you tame the notification beast? This episode is a production of Dynamic Podcasts LLC. […]
Read More →In this episode (sponsored by KingswaySoft and AlexaCRM) Scott Sewell talks about how to link to CRM from a Power BI report or dashboard. We covered this in Tip 782 on CRM Tip of the Day. Best practices for hyperlinking to CRM from Power BI Where should you put the link? Can you include multiple links? This episode is a […]
Read More →In this episode (sponsored by AlexaCRM and Kingswaysoft) we have a special conversation with Jon Ferrara, the founder of Nimble. Nimble is a relationship management app that helps users build a golden rolodex of contacts from various sources, like Facebook, O365, and Twitter. Jon gives us a preview of how Nimble and Dynamics 365 will soon work together. Jon was […]
Read More →In this episode (sponsored by KingswaySoft and AlexaCRM) we ask the question “is having kids the ultimate productivity hack?” It comes down to the power of deadlines–whether you have kids or not, one trick to becoming more productive is to give yourself deadlines for your goals. In that’s not productive, we talk about listening to […]
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