Preview Mode Links will not work in preview mode

CRM Audio

Apr 17, 2018

This episode is brought to you by KingswaySoft.

Ulrik talks about what to consider regarding GDPR and your Power BI dashboards. To help you, Microsoft has recently published a GDPR white paper for Power BI.

We also discuss the Q&A Linguistics Schema and how you can use it to allow users to ask real language questions...


Apr 13, 2018

This episode is brought to you by CRMUG.com. Remember--one more week to submit your proposals for CRMUG Summit 2018.

CRM Audio Quick Takes are a series of short episodes with tips and recommendations for Dynamics 365 success.

Today we cover contact data quality--what are the common sources of bad contact data, and what...


Apr 11, 2018

This episode is sponsored by Maplytics by Inogic.

Matthew C. Anderson is joined by special guest host Shawn Tabor to talk about password managers. What's more productive: sticky notes, notebooks, or apps like KeePass and LastPass?

Matthew also gets Shawn's take on the following productivity topics:

  • Smartwatches
  • Using...


Apr 6, 2018

In today's episode (sponsored by D365UG/CRMUG) hosts Britta Rekstad and Matthew C. Anderson continue the discussion about Excel Templates in Dynamics 365.

Discussed on the show

  • Formulas and table structure best practices
  • Naming fields in data tables
  • Limitations and workarounds
  • Formulas to know (or learn)
  • Structuring...


Apr 6, 2018

Daniel Cai from KingswaySoft stops by to talk about Spring '18 release of Common Data Service (CDS) and how KingswaySoft works with it. Where should you use the standard templates, and when does it make sense to extend your CDS integrations with an ETL framework like KingswaySoft?

Other topics discussed in this...