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CRM MVP Podcast

A Business, Technology and Education podcast featuring Gus Gonzalez
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Episodes of CRM MVP Podcast

This episode focuses on API calls and the entitlements that Microsoft expects customers to follow based on their licenses. Gustaf Westerlund joins me to share everything you need to know about API calls. P.S. If you are On-Prem this show is not
Last week we attended the UG Summit 2021 in Houston, TX...many people were concerned about having an event in person and a large number of attendees decided to attend virtually instead. In this episode, Microsoft MVPs Sarah Jelinek, Nicholas Ha
I'm never really excited to see announcements around licensing for Dynamics 365 and Power Apps, but I've been looking forward to this announcement for months! But first, as usual, I went into a tangent about something else, this time I discuss
There's someone who works at Microsoft who has been involved in the release of Microsoft Dynamics 365 (previously known by different names) since its Beta version. He led the creation of the first version of the product, then the creation and r
Solution audits are a great way to work around challenges with your current implementation, whether it is because you are curious about the effort to fix an issue, complete a migration, or improve user adoption, an audit can make a huge differe
This is our 4th Anniversary Episode! Thank you everyone who have been listening since May 2017. This one is for you! I found some interesting data about the Lifecycle of Dynamics 365 On-Prem. Listen to this episode and tell me what you think. A
In this podcast Microsoft MVPs Hamish Shield and Dani Kahil dive into the concept of ‘requirement curveballs’, sharing their experience in challenging projects with complex , misunderstood or ambiguous requirements. They talk about how to get e
In this episode of the podcast I talk to Andrew Ly, who on top of being one of my favorite MVPs in the world he just became a FastTrack Recognized Solution Architect. Andrew discusses the process he went through to receive the recognition and h
Recently Microsoft announced that they will be taking over the support of local user groups while other organizations battle to fill the gaps Microsoft will be unable to fill initially such as in person events and training. Most of the organiza
Today we discuss 10 capabilities from Dynamics 365/Power Apps that have been around for a while and whether they are still useful. need some work, or never worked whatsoever. The List: 1. More Addresses 2. Connections 3. Word/Mail Merge Templat
To celebrate our 100th episode, I decided to compile some data about the show and go over it with you. Along the way, you'll find me going out in tangents and sharing some lessons and best practices...I hope some of these helps! Thank you every
Most of the functionality in the Dynamics 365 Customer Service App has been around for years, so  I invited two Microsoft MVPs and Customer Service experts to discuss the value of these features today. The features we discussed are: Knowledge
The Dynamics 365 2021 release wave 1 is upon us and I wanted to take a few minutes to talk about some of the features I’m really excited about, including very innovative (and borderline hard to believe) capabilities as well as some improvements
Most of the functionality in the Dynamics 365 Sales App has been around for over a decade, so  I invited two Microsoft MVP veterans and world-class implementers to discuss the value of these features today. The features we discussed are: Leads
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 s
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 thi
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 Micros
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 Gr
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
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
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 als
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
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
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
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 S
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