))
Gus Gonzalez, a Microsoft Business Solutions (CRM) MVP since 2012, covers subjects rarely discussed openly in the CRM Community. With 15+ years of experience in the CRM world and hundreds of successful deployments around the world, Gus brings a real-world fact-based approach to these subjects and how they affect the Microsoft Dynamics 365 and Microsoft Dynamics CRM community.
CRM Audio is a network of podcasts about Dynamics 365, Dynamics CRM, personal productivity, and Power BI hosted by Microsoft Business Solutions MVP's Joel Lindstrom, George Doubinski, Shawn Tabor, Mark Smith, and Scott Sewell and productivity expert Matthew C. Anderson. We are the original CRM MVP Podcast. Podcasts in the feed: CRM Audio - a roundtable discussion of all things CRM, including what's new, best practices, and answers to your CRM questions and Power BI. Power BI and More - Micro ...
A
Amazing Applications - build Dynamics 365, Power Apps and Power BI apps that everyone will love
The Amazing Applications show is for Microsoft Business Applications creators who want to build amazing Microsoft Dynamics 365, Power Apps, Power Automate, Power Virtual Agent and Power BI applications that everyone will love. The podcast is hosted by Microsoft Business Applications MVP, Neil Benson.
Are you struggling to keep up with all the latest features and functionality available in Salesforce? Subscribe to this podcast to get the best tips and tricks from other Salesforce professionals to increase your confidence and boost your productivity on the Salesforce platform.
Let's take an hour to go over the goals we set out to achieve in 2020, and how successful we were against those goals. We also go through some of the most exciting moments in the year, the launch of the Decision Accelerator Community, and the slow death of Dynamics 365 On-Premise.
A
Amazing Applications - build Dynamics 365, Power Apps and Power BI apps that everyone will love
1
6 Roles Every Enterprise Business Applications Project Should Have
15:24
15:24
Play later
Play later
Lists
Like
Liked
15:24
What does the structure of a scales business application project look like? What groups and roles do you need when you've got 50 or more team members working together for a year or more to build a large, complex application? In this episode, you'll learn about a model project structure so that you can compare it to yours or use as a baseline when e…
A
Amazing Applications - build Dynamics 365, Power Apps and Power BI apps that everyone will love
1
How to manage scope creep in an agile project?
21:20
21:20
Play later
Play later
Lists
Like
Liked
21:20
In this Q&A episode, Stephen Price , Digital Solution Architect at ITK Consulting in Canada, asks, "How should we manage scope creep within a sprint in an agile project?" The scope of our product is defined by the product backlog, and the scope of our project is a subset of the product backlog. Both are managed by the product owner: the single pers…
A couple of years ago Microsoft released the $10 per user per app per month license and a lot of organizations were either tempted to make a move into the new licensing model or made the change altogether. Well, Microsoft seemingly improved this offer by allowing organizations to create Power Apps hosted on Dataverse/CDS for FREE*. Well, it's not 1…
A
Amazing Applications - build Dynamics 365, Power Apps and Power BI apps that everyone will love
1
Data migration in agile Dynamics 365 projects
10:03
10:03
Play later
Play later
Lists
Like
Liked
10:03
Matt Venamore, scrum master at RACQ, asks about how to handle data migration on agile Dynamics 365 projects. My recommended approach is for the data migration team to conduct a proof-of-concept or prototyping exercise (just like many business apps teams do) to uncover challenges, test their assumptions and learn as much as possible about the data. …
C
CRM MVP Podcast
1
Episode 94: Dear Microsoft - 2020 Edition
1:07:47
1:07:47
Play later
Play later
Lists
Like
Liked
1:07:47
Last year we got together and asked Microsoft for some new features and some changes or adjustments to existing ones...since we had such a poor record in 2020 (just like everyone else this year) we decided to give it another shot and ask Microsoft for some more stuff! Listen to five Microsoft MVPs as they each reveal their list of wants and needs f…
A
Amazing Applications - build Dynamics 365, Power Apps and Power BI apps that everyone will love
1
What the Scrum Guide 2020 means for Microsoft Power Platform and Dynamics 365 teams
16:33
16:33
Play later
Play later
Lists
Like
Liked
16:33
Neil discusses the five most important changes in Scrum Guide 2020 for Microsoft Power Platform and Dynamics 365 teams: It's less strict and less about software One team (except when there're multiple teams) Commitments clarified - the Product Goal No more roles Increments Customery Academy's course, Scrum for Microsoft Business Apps, will be updat…
C
CRM MVP Podcast
1
Episode 93: WHAT'S GOING ON AT DYNAMIC COMMUNITIES?
1:04:58
1:04:58
Play later
Play later
Lists
Like
Liked
1:04:58
The Coronavirus Pandemic has affected millions of businesses around the world, one of those businesses is Dynamic Communities, Inc. The organization that runs the user groups globally and the organizer of many marquee events such as the User Group Summit that I've attended every year since 2012. This year the organization has been under heavy criti…
In today's podcast, Joel Lindstrom and George Doubinski talk about Dataverse, the new name of Common Data Service. Microsoft has also renamed some of the CDS components. Entities are now tables, Option Sets are now choices, and fields are not columns. These new names may be confusing for long time platform users, but they move the platform to be mo…
A
Amazing Applications - build Dynamics 365, Power Apps and Power BI apps that everyone will love
1
Why have a scrum master when we could have an agile project manager?
8:56
8:56
Play later
Play later
Lists
Like
Liked
8:56
Carolle Bruce, Director of Information Technology at Avcorp Industries in Vancouver, asks, "What's the best argument for when senior management says, 'All this agile stuff is great but I don't see why you'd have a scrum master on your project when you could have an agile PM instead.'?" There are some important differences between the role and respo…
A
Amazing Applications - build Dynamics 365, Power Apps and Power BI apps that everyone will love
1
Should we have a standard set of user stories for Microsoft business applications?
6:56
6:56
Play later
Play later
Lists
Like
Liked
6:56
David Mochrie, a Power Platform consultant at Magnetism in Auckland, asks, "Should we have a standard set of user stories for Dynamics 365?" A long time ago, I tried to make it easy to write detailed user interface design specifications for Dynamics CRM using a wireframe prototyping tool called Axure RP Pro. I spent hundreds of hours building repli…
C
CRM MVP Podcast
1
Episode 92: Should you be using the Product Catalog?
1:01:53
1:01:53
Play later
Play later
Lists
Like
Liked
1:01:53
The Product Catalog in Microsoft Dynamics 365 is a polarizing piece of functionality. Some people love it and some people swear they'll never use it, some think it's too complicated and some think it's not complex enough, some companies rely on it where others avoid it at all costs, so I invited Microsoft MVP and Solution Architect Gustaf Westerlun…
A
Amazing Applications - build Dynamics 365, Power Apps and Power BI apps that everyone will love
1
How can we adopt Scrum for Dynamics 365 Business Central projects?
7:16
7:16
Play later
Play later
Lists
Like
Liked
7:16
Anand Kushalnagar, a project manager at Nexon Asia Pacific in Sydney, asks, "At the moment, we are using a hybrid implementation approach for our projects. How can you deliver Dynamics 365 business central projects in a fully agile methodology when there are so many dependencies between the various modules?" You can transition to Scrum gradually by…
A
Amazing Applications - build Dynamics 365, Power Apps and Power BI apps that everyone will love
1
How can we be sure we've captured all requirements?
6:15
6:15
Play later
Play later
Lists
Like
Liked
6:15
Mark Llewellyn, Director of Technology at Osmosys Software Solutions in London asks, "How can you be sure you've captured all the requirements?" Traditional approaches, like Microsoft Dynamics Sure Step, pretend that we can capture all the requirements upfront at the start of a project before we've started development. Upfront requirements analysis…
This year, Scrum is celebrating its 25th anniversary. To celebrate, the Scrum Guide 2020 is being published at a free global launch event at 10:00 EST on Wednesday 18 November 2020. Click here to register for the Scrum Guide 2020 launch event The launch event is being hosted on Zoom, and the largest Zoom plan has an attendee limit of 1,000. Registe…
How scary would it be to end up with a failed CRM Implementation that costs your company hundreds of millions of dollars? This is exactly what happened on Halloween of 1999 to Hershey. Let's talk about this failed implementation and what we can learn from it.
It's autumn in the the US, the leaves are falling, and we are back with another episode of CRM Audio. In today's episode, Joel Lindstrom, George Doubinski, and Shawn Tabor talk about George's new in-line code editor function for Power Automate--how does it work, why would you want to use it over plain expressions, and is it secure? We also get into…
Welcome to a season of Q&A episodes on the Amazing Applications podcast where Neil Benson, Microsoft MVP, will do his best to answer your questions about building amazing applications. Neal Carty, a Business Solutions Consultant at Traction On Demand in Toronto asks: How does the Professional Scrum Product Owner certification compare to the Profess…
C
CRM MVP Podcast
1
Episode 90: An MVP Guide to CRM Data Quality
51:11
51:11
Play later
Play later
Lists
Like
Liked
51:11
Dealing with data is one of the most challenging aspects of owning a CRM Solution. Whether you are using Dynamics 365 or Power Apps, I wanted to share a list of 10 things you can put in place to make sure your data quality is always high. I also share a 10-question data readiness quiz to see how healthy your organization is in terms of data quality…
C
CRM MVP Podcast
1
Episode 89: Ten secrets Microsoft MVPs DON'T want you to know
57:21
57:21
Play later
Play later
Lists
Like
Liked
57:21
There are countless online articles titled something like "Here are the secrets *insert profession or industry here* don't want you to know", and it gave me the idea for this episode. Here are ten secrets you probably didn't know about us, the Microsoft MVPs.
I had to fire a client this week. I felt terrible that I wasn't able to help, yet relieved that I stuck to my approach and my principles. Listen in to find out what happened. Support the show (https://www.patreon.com/amazingapps)By Neil Benson
Microsoft released a public preview of Connection References, which store Power Automate (and some Power App) connections in solutions, and prompt for connection when the solution is moved to another environment. This is a big deal because currently connections are not moved with solutions, which means that Power Automate flows are not connected af…
C
CRM MVP Podcast
1
Episode 88: Top 10 QUICK AND EASY Improvements to Dynamics 365
47:08
47:08
Play later
Play later
Lists
Like
Liked
47:08
In this episode, I cover 10 quick and easy improvements you can add to Dynamics 365. Some of these are simple settings that most people never enable, and some require special (but free) tools to enable them but all of them are super simple and can make a HUGE difference for your users' experience.
A
Amazing Applications - build Dynamics 365, Power Apps and Power BI apps that everyone will love
1
Dynamics 365 for Talent with Ana Inés Urrutia de Souza
21:40
21:40
Play later
Play later
Lists
Like
Liked
21:40
Join me with Ana Inés Urrutia de Souza, a Dynamics 365 HR consultant at FourVision and a rising star in our Power Platform community. Ana shares the story behind the amazing Dynamics 365 for Talent application her team deployed at Centria, in Lima, Peru. Ana came from an HR administrator role and today is an HR application functional consultant at …
C
CRM MVP Podcast
1
Episode 87: Ten things I wish I knew early in my Business Apps career
39:50
39:50
Play later
Play later
Lists
Like
Liked
39:50
There are things we learn from others, and things we learn on our own by making mistakes or missing opportunities and learning from them. Amey Holden is a Microsoft MVP and she is sharing the 10 things she wishes she knew early in her Business Application career. Hopefully you can learn something in this episode that you won't have to learn the har…
The biggest online community event of the year, Dynamics Con 2020, is just around the corner: Wednesday 9 to Thursday 10 September. I'm joined in this special episode by a special guest to discuss this special event -- the event's director, Molly Fuschel. You can register for free today at DynamicsCon.com. I'm presenting "Tell Me a Story", which wi…
In this second episode on estimating Microsoft Business Applications we answer your financial sponsor's two favourite questions: How long is it going to take? How much is it going to cost? If you're a Dynamics 365 or Power Platform project manager, business analyst, solution architect, pre-sales consultant, developer, or in business development, yo…
Dynamics 365 Sales Insights enables organizations to bring together the art and science of selling. Engage buyers like never before with seller intuition and AI working in concert. Lisa Crosbie is back hosting the show and she dives deep into Sales Insights, its features and capabilities, and her Top 10 features! More info: https://dynamics.microso…
C
CRM Audio
1
Getting ready for DynamicsCon with Jon Stypula
34:38
34:38
Play later
Play later
Lists
Like
Liked
34:38
This week Jon Stypula from Dynamic Consulting joins CRM Audio to talk about the DynamicsCon virtual conference coming up on September 9-10. Watch this episode on YouTube at https://youtu.be/lyL9dSO3wfc. Find out how DynamicsCon is different than other Power Platform virtual events. Who is paying for it, and how the money will be spent. You can regi…
C
CRM Audio
1
What's new with RPA in Microsoft Power Automate
51:35
51:35
Play later
Play later
Lists
Like
Liked
51:35
RPA is getting a lot of buzz these days, but what does it really mean? Today Cody Erickson from Microsoft (and formerly Softmotive) joins CRM Audio, along with Joe (Flow Joe) Unwin, to discuss RPA: Why did Microsoft acquire Softmotive when they already had RPA? How can Power Automate customers use Softmotive RPA today? When should you use RPA (and …
In this Service based episode of CRM Audio, Shawn & Sarah talk about how notifications within Dynamics 365 aren't just emails anymore! They talk about how notifications can be more actionable and meaningful for Dynamics 365 users! Also, Shawn talks about the upcoming Field Service Bootcamp coming to 365 Saturday on August 12-15! 365 Saturday - Fiel…
C
CRM MVP Podcast
1
Episode 85: Top 10 things people do in projects at the WRONG time
1:09:39
1:09:39
Play later
Play later
Lists
Like
Liked
1:09:39
Implementing Dynamics 365 can be tricky, there can be so many moving parts, but some of the things that you do on every Dynamics 365 Implementation must be done at the right time to maximize value. If you do something too early you may have to deal with it for the duration of the projects, constantly struggling to keep it up to date, but if you do …
It’s been my observation that with a few notable exceptions, people in the Power Platform community primarily focus on Power Apps or on Power Automate. Lots of people will use both, but generally, people are more “app people” or “flow people.” I don’t have a strong preference between the two, and I regularly use and enjoy both platforms, but I’ve h…
I'm joined by Dani Kahi, Microsoft Business Applications practice lead at Empired, who shares the story behind one of his client projects, Lives Lived Well. How the Lives Lived Well CRM project started with a review of the high-level requirements Adopting Scrum gradually during the course of the project The benefit of having a scrum master (or a pr…
Last week at Microsoft Inspire, Microsoft announced DataFlex, a light version of Common Data Service that will be included with Microsoft Teams and make it easy to build low-code applications inside of Teams with simplified security. They also announced that CDS will be rebranded as DataFlex Pro. Joel, George and Shawn discuss what this change mean…
C
CRM MVP Podcast
1
Episode 84: Dataflex, Power Text...and oh yeah I almost died
58:09
58:09
Play later
Play later
Lists
Like
Liked
58:09
July was full of surprises, starting with a positive COVID-19 test on July 3rd, my battle against a virus that took me to the hospital twice and almost killed me, plus I talk about Dataflex announced at Microsoft Inspire, and a new free tool available to the Dynamics 365 and Power Apps community, Power Text! Link to Podcast episode I mentioned on t…
New in preview, Microsoft has released a CRUD API for Power Apps Portals. Why do we need this when Common Data Service already has a web API? Hint: It's not for integration, it's for user experience. See the official documentation here: https://docs.microsoft.com/en-us/powe...
A
Amazing Applications - build Dynamics 365, Power Apps and Power BI apps that everyone will love
1
Estimating Dynamics 365 and Power Platform Applications
28:43
28:43
Play later
Play later
Lists
Like
Liked
28:43
If you're building Microsoft Dynamics 365, Power Apps, Power BI, Power Automate or Power Virtual Agent applications, when and how should you be estimating your requirements, releases and applications? Check out part 2, Estimating how long and how much, to discover more about forecasting how long it's going to take and how much it's going to cost. F…
C
CRM MVP Podcast
1
Episode 83: So you are a Microsoft MVP, now what?
46:14
46:14
Play later
Play later
Lists
Like
Liked
46:14
This is episode is hosted by Lisa Crosbie, a new Microsoft MVP for 2020 who wanted to share her perspective regarding the "MVP Process" and add some best practices for aspiring MVPs. Follow Lisa: https://twitter.com/LisaMCrosbie
C
CRM Audio
1
We react to the Power Platform and Dynamics 365 Release Plan Wave 2
1:03:46
1:03:46
Play later
Play later
Lists
Like
Liked
1:03:46
MVP's Shawn Tabor and Joel Lindstrom review the top announcements in the Power Platform and Dynamics 365 Release Notes Wave 2. Power Apps Portals PCF Controls Model-driven search enhancements Canvas pages Power Automate Power Virtual Agent Dynamics 365 Sales Dynamics 365 Marketing Customer Insights Dynamics 365 Service…
C
CRM Audio
1
Training, Certifiaction, and Brain Dumps with Julie Yack
36:43
36:43
Play later
Play later
Lists
Like
Liked
36:43
Julie Yack joins CRM Audio today to talk about brain dumps, and why you should avoid them when studying for Microsoft certification exams. Brain dumps are unauthorized copies of certification test questions and answers. If you use brain dumps you are violating the terms of your certification, and you are selling yourself short. Julie talks about ho…
C
CRM MVP Podcast
1
Episode 82: Alarming Signs of Low User Adoption
57:54
57:54
Play later
Play later
Lists
Like
Liked
57:54
In this episode we discuss the alarming signs of low user adoption and discuss how we can handle them. The article reviewed in this episode: https://academy.whatfix.com/alarming-signs-crm-is-underutilized-and-how-to-deal-with-it/
In this episode, Shawn is joined by Dian Taylor, Director – TMC for Business Apps with RSM US to talk all about Field Service Mobile! They talk about the key differences between the two apps (1st party Microsoft and the Microsoft Field Service Woodford based app), where there is a fit for both and what the future holds for the new Field Service Mob…
T
The Brainiate Show
1
Ep20 - Salesforce Topic Ideas to Grow Your Personal Brand
6:19
6:19
Play later
Play later
Lists
Like
Liked
6:19
Click here to get your downloadable PDF https://brainiate.lpages.co/salesforce-content-ideas-to-grow-your-personal-brand/By David Giller
C
CRM Audio
1
At Your Service: Preview features in field service
30:29
30:29
Play later
Play later
Lists
Like
Liked
30:29
In this episode, Shawn (@crmhobbit) and Sarah (@SarahJND) talk about how to access Public Preview features within Dynamics 365 Field Service as well as how to enable the new Schedule Board, currently in Public Preview. Watch this episode on the CRMHobbit YouTube channel (demo enabling the new Schedule Board at the 9:30 mark) : https://youtu.be/gohU…
A
Amazing Applications - build Dynamics 365, Power Apps and Power BI apps that everyone will love
1
Advice if your business applications career is impacted by a recession
1:16:01
1:16:01
Play later
Play later
Lists
Like
Liked
1:16:01
For this special episode, I asked 15 industry leaders how they were coping with the coronavirus restrictions and what advice they'd give to their younger selves if their career was affected by the impacts of an economic recession. James Phillips Sarah Critchley Kathrine Hogseth Neil Parkhurst Mohamed Mostafa Elaiza Benitez Dian Taylor Leon Tribe Fr…
C
CRM MVP Podcast
1
Episode 81: 10 things every Functional Consultant SHOULD KNOW
57:19
57:19
Play later
Play later
Lists
Like
Liked
57:19
When it comes to becoming or being a Dynamics 365 Consultant, and more specifically a Functional Consultant, there are a few things you should know. So, I put a list together of 10 things a Functional Consultant should know, and if they know these things they can get a job as a Functional Consultant pretty much anywhere! I hope this episode does tw…
Welcome to the new Amazing Apps Show. This episode is a bonus episode for previous subscribers of the Scrum Dynamics podcast explaining the reasons behind the name change and gives you a sneak preview of the new theme music. Support the show (https://www.patreon.com/amazingapps)By Neil Benson
Chris Kendrick is the founder and CEO of Mercury xRM, who develop recruitment software on Dynamics 365 Sales. We discuss parsing resumes (and fine-tuning your own resume), as well as entity model designs, ISV product development, implementation approaches, remote training and user adoption incentives. Full show notes at https://customery.com/49. Su…
