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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 ...
 
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.
 
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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…
 
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…
 
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. …
 
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…
 
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…
 
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…
 
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…
 
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…
 
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…
 
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…
 
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…
 
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…
 
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…
 
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 …
 
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…
 
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…
 
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…
 
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…
 
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…
 
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…
 
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…
 
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…
 
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…
 
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…
 
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…
 
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…
 
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