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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This episode is brought to you by Maplytics by Inogic. Last year we had an episode about the Dynamics 365 Data Export Service, and much has changed since then. In this episode, Ulrik Carlsson and guest host Shawn Tabor discuss what you need to know about the DES. Topics discussed: What is data export service? […]

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In this episode (sponsored by CRMUG/D365UG), Shawn and Sarah (yes, the Diva herself) discuss more things you need to know when implementing Customer Service, including… Record Types and their Functions The importance of the Contact Know Your Customer Knowledge Management Relationship Insights and Service Case Creation Rules Action Cards SLAs Great example of customer service […]

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In this episode (sponsored by Ingenius), Scott LeFante and Joel Lindstrom discuss the current state of mobile with Dynamics 365. What are old mobile configuration recommendations that no longer apply? How does Dynamics 365 v9 impact mobile testing? Updating “When you want Resco.” How app designer and unified client interface (UCI) changes the comparison between […]

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In this episode (sponsored by Kingswaysoft) Shawn is joined by Sarah Jelinek from Arctic Information Technology. Sarah is @dyn365diva, she leads the Customer Service SIG for CRMUG, and she is a frequent speaker on all things related to customer service in Dynamics 365. Topics discussed in this episode: The importance of customer service Customer service […]

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In this episode of At Your Service (sponsored by KingswaySoft), Shawn Tabor and Scott LeFante discuss Universal Resource Scheduling with Dynamics 365 Field Service. Prerequisites for use How to enable resource scheduling for an entity Great ways to surface resourcing within the schedule board Links: Tipster Guide to Universal Resource Scheduling July 2017 update for […]

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