
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 difference in terms of effectiveness of a Dynamics 365 Solution for any organization.
Jun 6, 2021
33 min

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. Also, this episode is available on video through our YouTube channel: http://crmmvpmedia.com/
May 16, 2021
48 min

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 everyone on a project to that sweet spot, where there is a shared understanding of the requirements. Links to some of the materials we discussed during the show: Design Thinking Tools and Templates Design Kit Ideo Design Thinking Stanford d.school IBM Enterprise Design Thinking Training Ideo U Microsoft Catalyst Microsoft Learn Design Sprints The Design Sprint (thesprintbook.com) Design Sprint Masterclass by AJ&Smart. (ajsmart.com) Share and engage with the Design Sprint Community (designsprintkit.withgoogle.com) Hosted by: Hamish Shield: https://www.linkedin.com/in/hamishsheild Dani Kahil: https://www.linkedin.com/in/danikahil
May 2, 2021
59 min

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 how it is different from a Certified Power Platform Solution Architect. My Guest: Andrew Ly: https://www.linkedin.com/in/andrewlyadelaide/ Links: FastTrack Recognized Solution Architects - Power Platform: https://powerplatform.microsoft.com/en-us/fasttrack/recognized-solution-architects/ FastTrack Recognized Solution Architects - Dynamics 365: https://dynamics.microsoft.com/en-us/fasttrack/recognized-solution-architects/
Apr 18, 2021
44 min

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 organizations looking to fill those gaps are led by implementation partners, and I wanted to share my thoughts on whether this is a good thing for the community and for the users. Article reviewed during this episode: https://msdynamicsworld.com/node/30151/node/30151
Apr 4, 2021
51 min

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 Templates 4. Follow/Unfollow 5. Merge 6. Duplicate Detection 7. Import Data Wizard 8. Bulk Duplicate Deletion 9. Sharing 10. Reports
Mar 21, 2021
53 min

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 everyone for tuning in, don't forget to subscribe to our YouTube channel below and stay tuned for even more CRM MVP Podcast in the future! http://crmmvpmedia.com/
Mar 7, 2021
1 hr 7 min

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 Base Subject SLAs/SLA Pausing Entitlements Queues Case Creation and Case Routing Rules Customer Service Portal Holiday and Customer Service Schedules Parent/Child Case Relationships Scheduling This episode is also available on video! If you rather see our faces as we discuss these topics live, tune in and subscribe to: http://www.crmmvpmedia.com/ Guests: Tricia Sinclair: https://www.linkedin.com/in/triciasinclair/ EY Kalman: https://www.linkedin.com/in/thecrmninja/
Feb 21, 2021
1 hr 7 min

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 we have been expecting for years! I also address a topic that might be very controversial to discuss openly but, are MVPs losing their “allure”? Are we just "influencers" now and not really experts? Important Links: Dynamics 365 2021 release wave 1: https://docs.microsoft.com/en-us/dynamics365-release-plan/2021wave1/ Microsoft Power Platform 2021 release wave 1: https://docs.microsoft.com/en-us/power-platform-release-plan/2021wave1/
Feb 7, 2021
52 min

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 Quotes Orders, Invoices Sales Territories Goals and Fiscal Years Product Catalog Competitor Sales Literature Gamification Pipeline Charts and Sales Dashboards This episode is also available on video! If you rather see our faces as we discuss these topics live, tune in and subscribe to: http://www.crmmvpmedia.com/ Guests: Neil Benson: https://www.linkedin.com/in/neilbenson/ Matt Wittemann: https://www.linkedin.com/in/mattwittemann/
Jan 24, 2021
59 min
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