Sponsors Thanks to our sponsors for sponsoring Dynamics 365 Practice Show Kingswaysoft   https://www.kingswaysoft.com Please Subscribe, Comment and get in touch For topic and guest suggestions, please use the following link:  https://www.nz365guy.com/podcast Full show notes available here https://www.nz365guy.com/21 Guest Profile Skylar started her career as a Microsoft college-hire and went from not knowing what a CRM […]

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Congratulations to At Your Service’s own Scott LeFante for being named Business Solutions MVP! This episode is brought to you by Resco Mobile CRM. Incident types act as service templates and allow users to quickly create work orders for the most common types of jobs that your company performs, including all of the necessary service […]

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In today’s episode (sponsored by @maplytics by @inogic), hosts Britta Rekstad and Matthew C. Anderson continue their discussion (started in episode 14) about their favorite things in Dynamics for sales force automation in Dynamics. Discussed on the show Category search vs. relevance search use cases Wildcards in search (George Doubinski’s Wildcard Tip of the Day post) Search […]

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This episode is brought to you by D365UG. Matthew gives Joel productivity tips for his new Android phone, we discuss Microsoft Teams and how Matthew uses a personal team to organize his life, and we revisit Onetastic and some of the macros for OneNote. Links in this episode: Remove your phone number from iMessage: https://selfsolve.apple.com/deregister-imessage/ Download […]

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It’s our third anniversary of CRM Audio (sponsored by KingswaySoft), and Lucas Alexander stops by to help us celebrate. We revisit the topic of our very first episode, and also discuss: GDPR day PowerApp-in-a-day roadshow Creative uses of virtual entities Links PowerApp In a day roadshow schedule: https://powerapps.microsoft.com/en-us/blog/app-in-a-day-roadshow-spring-2018/ Virtual Entities for tracking recently used items: […]

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Neil and Dermot discuss sprints and the daily scrum in this episode of Scrum Dynamics, supported by D365UG (http://d365ug.com). * What’s the ideal sprint length for a Dynamics 365 project? * Are special sprints, like sprint 0, a good idea? * What to focus on in the daily scrum? * How to manage daily scrums […]

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This episode is sponsored by Ingenius. Please Subscribe, Comment and get in touch For topic and guest suggestions, please use the following link:  https://www.nz365guy.com/podcast Full show notes available here https://www.nz365guy.com/20 Guest Profile Lindsay is an independent CRM consultant with 10 years’ experience in all stages of Dynamics CRM, from implementation to XRM development, support, and […]

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In today’s episode (sponsored by Kingswaysoft) hosts Britta Rekstad and Matthew C. Anderson discuss a listener question about creating and naming relationships between entities in Dynamics 365. Discussed on the show Methods for creating relationships between entities Display name vs. field name Creating relationships via the form or via the configuration window Using id and code […]

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