In this episode (sponsored by D365UG/CRMUG) hosts Britta Rekstad and Matthew C. Anderson discuss Goals and Goal Metrics, Rollup Queries. Thanks, Garry, for submitting the question that inspired the topic of today’s show! Discussed on the show Goals on docs.microsoft.com Dynamics CRM 2011 Goal Management: Understanding Goal Criteria Dynamics CRM 2011 Goal Tricks What’s New in […]

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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 the workbook for an Excel Template This builds on concepts […]

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In today’s episode (sponsored by CRMUG/D365UG) Hosts Britta Rekstad and Matthew C. Anderson discuss modeling data for Dynamics 365 implementations. Discussed on the show Repurposing entities (or not!) Using different field types Language & Currency Option sets vs. related entities What’s on your mind? Have a question you’d like answered on a future podcast? Submit […]

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In this episode (sponsored by Maplytics by Inogic), hosts Britta Rekstad and Matthew C. Anderson discuss some of their favorite things–and lessons learned–for building out Sales Force Automation (SFA) implementations (beyond the expected Lead/Opportunity/etc.). Discussed on the show QuickView forms Field Mapping QuickCreate forms What’s on your mind? Have a question you’d like answered on […]

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This episode is sponsored by Ingenius. In this episode, hosts Britta Rekstad and Matthew C. Anderson continue the Solution Management discussion they began in episode 11. Discussed on the show Layering of managed/unmanaged solutions and customizations Advantages of segmented solutions Solution patching What’s on your mind? Have a question you’d like answered on a future podcast? […]

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In today’s episode (sponsored by D365UG) hosts Britta Rekstad and Matthew C. Anderson discuss different types of documentation for your Dynamics 365 implementation. They also discuss the elements of writing good documentation, as well as some tips and tricks around passing the baton of expertise to your user community. All things D365 Documentation from MS Dynamics Training […]

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In this episode (sponsored by Inogic) Hosts Britta Rekstad and Matthew C. Anderson talk about having multiple environments and the basics of Dynamics 365 Solutions and solution management. There’s a lot to cover in a single episode, so watch for a future episode covering even more detail. Discussed on the show Why multiple environments Dynamics […]

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