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 […]

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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. […]

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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 […]

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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 […]

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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 […]

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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 […]

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