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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In this episode (sponsored by Inogic) Hosts Britta Rekstad and Matthew C. Anderson discuss Dynamics Gamification and how it can be used in a Dynamics 365 implementation. We talk through installing the solution, setting up KPIs, and setting up a game. Discussed on the show Microsoft Dynamics 365 Gamification on AppSource Microsoft Dynamics 365 Gamification Documentation CRM Gamified 3rd […]

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This episode is sponsored by Inogic. Among many search options in Dynamics 365, Relevance Search offers a user experience much like traditional search engines. Host Matthew C. Anderson has recently been through a couple of implementations and chats with Britta Rekstad about: End-user experience What order to configure things in What some of the common […]

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This episode is sponsored by KingswaySoft. The Dynamics 365 Workflow engine, which is the behind-the-scenes part of the process engine, is massively powerful. For host Britta Rekstad, who has presented on how to use Dynamics workflow at multiple conferences, this is an absolutely critical aspect of the platform for new admins to understand. Co-host Matthew […]

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In this episode of Implement This (sponsored by Kingswaysoft) covers the foundations of Excel Templates in Dynamics 365. Britta and Matthew discuss getting started with both System and Personal templates. If you’re considering dipping your toe in the water with Excel Templates, you’ll definitely want to start here when you Implement This in your environment. This episode […]

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In this episode of Implement This (sponsored by Maplytics™ by Inogic ), the Editable Grid feature in Dynamics 365 is front and center. Hear hosts Britta Rekstad and Matthew C. Anderson discuss what they know and what’s worth knowing when considering whether you want to Implement This in your environment. This episode is a production of […]

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