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CRM Audio

Jul 30, 2018

In this episode (brought to you by Maplytics by Inogic), we are joined by Dan Gittler, Principal Program Manager for Universal Resource Scheduling with Microsoft. Dan came from Field One, and in this episode he talks about the history of URS and what is coming in the October 2018 release.

  • History of Universal Resource...

Jul 26, 2018

In today's episode (sponsored by Ingenius), Britta Rekstad and Matthew C. Anderson discuss the Customer Service App, Interactive Service Hub, and bring clarity to similar terms in Dynamics 365 .

Discussed on the show

Jul 24, 2018

This episode is brought to you by KingswaySoft and D365UG.

We are live at the Microsoft Business Applications Summit in Seattle, and the release notes for Oct '18 are out. In this episode we cover the highlights of the release notes and what we have learned from the summit:

  • Field Service
  • Project Service
  • Customer...

Jul 20, 2018

Microsoft recently announced a major shift in the way that updates to Dynamics 365 and new features are deployed to existing environments. In this episode (brought to you by Maplytics by Inogic), we discuss the ramifications of this change and what you need to know about it as you plan your updates.

Topics in this...

Jul 13, 2018

In this episode (sponsored by Maplytics by Inogic), hosts Britta Rekstad and Matthew C. Anderson discuss PDFing and document generation in Dynamics 365 (another listener question!).

Discussed on the show

A cornucopia of methods to generate documents that leverage Dynamics 365 data:

  • Email templates
  • Word templates
  • SSRS...