This episode is brought to you by D365UG. Today Ulrik and Joel discuss what’s new in the August 2018 Update for Power BI Desktop. Topics discussed: Export to PDF Charticulator Color themes and conditional formatting New workspaces Composite models–combining direct query and imported data N:N relationships Links: Power BI Desktop August 2018 Feature Summary Charticulator.com […]

Read More →

On today’s episode (sponsored by Kingswaysoft) hosts Britta Rekstad and Matthew C. Anderson discuss queues and queue management in Dynamics 365 and model-driven PowerApps. Discussed on the show Core entities of Queue, Queue Item, Routing Rule, Routing Ruleset Public vs. Private queues Visibility to queues and queue items & security Dynamics user teams and queues […]

Read More →

In today’s episode (sponsored by Kingswaysoft) hosts Britta Rekstad and Matthew C. Anderson discuss rollup fields in Dynamics 365. Note: Much of the conversation also applies to Model-driven PowerApps. Discussed on the show Rollup field basics Operation speed Aggregation considerations Workflows and rollup fields Other considerations when using rollup fields Alternatives to rollup fields Importable […]

Read More →

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 […]

Read More →

In this episode (brought to you by CRMUG), we are joined by Ken Lorenz from Riva. Microsoft Dynamics 365 includes robust integration with Microsoft Exchange and Outlook, including the ability to track and synchronize emails, appointments, tasks, and contacts. For many users, the standard Exchange integration is fantastic; however, some common scenarios call for integration methods […]

Read More →

In today’s episode (sponsored by Maplytics by Inogic), hosts Britta Rekstad and Matthew C. Anderson discuss the types of Forms in Dynamics 365. Discussed on the show Form Types Security Roles and Forms Quick View form tips What’s on your mind? Have a question you’d like answered on a future podcast? Submit one by visiting implementthis.org

Read More →