Let’s talk about the industry accelerators used with Dynamics 365 and the Power Platform. Discussed on the show What are the accelerators all about? What do they include? What is the healthcare accelerator? https://docs.microsoft.com/en-us/comm

PowerApps: “Should I learn Canvas or Model-driven?” – Ep 38

Jun 19th, 2019 17m 23s

This question is, at its core, totally reasonable…but make sure it’s the right question! Discussed on the show Misunderstanding of PowerApps Canvas PowerApps general fit Model-driven PowerApps general fit Applications that cross these boundarie

Delegation in Canvas PowerApps

Apr 19th, 2019 21m 42s

Delegation is an important concept for Makers using the canvas PowerApps visual designer. It’s not a skill that is 100% required, but after working with PowerApps for a while, delegation becomes an important capability to understand and impleme

Solution Awareness in Flow and Canvas PowerApps

Mar 29th, 2019 19m

In this episode we revisit some updates to the solution awareness of Flow and Canvas PowerApps when using the Common Data Service. Alert–podcast link updates! As mentioned in the episode, if you listen to Implement This through the CRM Audio po

Portals + SharePoint in Dynamics 365 – Ep 35

Feb 28th, 2019 21m 22s

In this episode (sponsored by Kingswaysoft), hosts Britta Rekstad and Matthew C. Anderson discuss the use of SharePoint document libraries with Dynamics portals. Discussed on the show Why would you want to enable this? Where does the question c

Date fields in the Common Data Service – Ep 34

Feb 1st, 2019 25m 11s

On today’s episode (sponsored by D365UG/CRMUG), Britta Rekstad and Matthew C. Anderson discuss date fields in the Common Data Service for Apps and the considerations for PowerApps and Dynamics 365 configuration. Discussed on the show The defaul

What’s a “Maker” and where do I fit in a Power platform world? – Ep 33

Jan 9th, 2019 42m 51s

In this episode (sponsored by Maplytics by Inogic), hosts Britta Rekstad and Matthew C. Anderson discuss the Power platform from the perspective of people with a background in Dynamics CRM / Dynamics 365. Discussed on the show Makers / Citizen

Importing data to Microsoft Business Applications – Ep 32

Dec 14th, 2018 30m 36s

In this episode (sponsored by mscrm-addons.com), hosts Britta Rekstad and Matthew C. Anderson discuss the easy to use (non-developer) methods to get data into Dynamics 365 Customer Engagement and the Common Data Service for Apps. Discussed on t

Auditing in Microsoft Business Applications – Ep 31

Nov 30th, 2018 24m 6s

In this episode (sponsored by D365UG), hosts Britta Rekstad and Matthew C. Anderson discuss the modern auditing capabilities in the Microsoft Business Applications platform. Discussed on the show XRM Toolcast Auditing – history GDPR and its inf

Make PowerApps / D365 management easier by using XRMtoolbox – Ep 30

Nov 2nd, 2018 22m 51s

In this episode (sponsored by CRMUG/D365UG), hosts Britta Rekstad and Matthew C. Anderson talk about XRM Toolbox Tools. Discussed on the show Revisit “What is XRM Toolbox” Using community tools Iconator Dynamics icon sizes/formats Matthew’s blo

Cascade Rules in Dynamics 365 & Model-Driven Power Apps – Ep 29

Oct 3rd, 2018 23m 48s

In this episode (sponsored by Maplytics by Inogic), hosts Britta Rekstad and Matthew C. Anderson discuss cascade rules for entity relationships in Dynamics 365 and model-driven PowerApps. Discussed on the show What are cascade rules? Default be

Native Charts in Dynamics & Model-Driven PowerApps – Ep 28

Sep 19th, 2018 30m 51s

In this episode (sponsored by D365UG/CRMUG), hosts Britta Rekstad and Matthew C. Anderson discuss why native charts still matter in Dynamics 365 and model-driven PowerApps. Discussed on the show How they are different from Power BI charts Users

Actions vs. Child Workflows in Dynamics 365 – Ep 27

Sep 5th, 2018 14m 40s

In this episode (sponsored by KingswaySoft), hosts Britta Rekstad and Matthew C. Anderson discuss the usage of Actions and Child Workflows in the Dynamics 365 platform. Discussed on the show Getting familiar with Actions in Dynamics 365 Actions

Duplicate Campaigns in Dynamics 365 – Ep 26

Aug 22nd, 2018 20m 54s

In this episode (sponsored by Maplytics by Inogic), hosts Britta Rekstad and Matthew C. Anderson discuss a listener question around Campaigns, Campaign Responses, and Duplicates. Discussed on the show Discuss the question Making assumptions Sou

Things The Second Time Around in Dynamics 365 – Ep 25

Aug 8th, 2018 33m 56s

In this episode (sponsored by Maplytics by Inogic), hosts Britta Rekstad and Matthew C. Anderson take a look down memory lane of working with Dynamics and compare what they’d do differently (or the same) for their first project today. Discussed

Customer Service App in Dynamics 365 – Ep 24

Jul 25th, 2018 21m 6s

In today’s episode (sponsored by Ingenius), Britta Rekstad and Matthew C. Anderson discuss the Customer Service App, Interactive Service Hub, and bring clarity to similar terms in Dynamics 365 . Discussed on the show Interactive Service Hub (an

Document Generation in Dynamics 365 – Ep 23

Jul 11th, 2018 23m 9s

In this episode (sponsored by Maplytics by Inogic), hosts Britta Rekstad and Matthew C. Anderson discuss PDFing and document generation in Dynamics 365 (another listener question!). Discussed on the show A cornucopia of methods to generate docu

Queues in Dynamics 365 – Ep 22

Jun 27th, 2018 19m 47s

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,

Rollup Fields in Dynamics 365 – Ep 21

Jun 13th, 2018 21m 29s

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

More Sales Force Automation in Dynamics 365 – Ep 20

May 30th, 2018 24m 53s

In today’s episode (sponsored by @maplytics by @inogic), hosts Britta Rekstad and Matthew C. Anderson continue their discussion (started in episode 14) about their favorite things in Dynamics for sales force automation in Dynamics. Discussed on

Creating Relationships in Dynamics 365 – Ep 19

May 16th, 2018 23m 39s

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 relatio

Form Types in Dynamics 365 – Ep 18

May 2nd, 2018 24m 34s

In today’s episode (sponsored 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 questi

Goal Entities in Dynamics 365 – Ep 17

Apr 18th, 2018 27m 29s

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 G

More Excel Templates in Dynamics 365 – Ep 16

Apr 4th, 2018 30m 40s

In today’s episode (sponsored by D365UG/CRMUG) hosts Britta Rekstad and Matthew C. Anderson continue the discussion about Excel Templates in Dynamics 365. Discussed on the show Formulas and table structure best practices Naming fields in data t

Data Modeling in Dynamics 365 – Ep 15

Mar 21st, 2018 31m 33s

In today’s episode (sponsored by CRMUG/D365UG) Hosts Britta Rekstad and Matthew C. Anderson discuss modeling data for Dynamics 365 implementations. Discussed on the show Repurposing entities (or not!) Using different field types Language & curr