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33 minutes | Nov 16, 2021
Moving on from being a Dynamics CRM (365) Developer
Details In this CRM Audio podcast episode Elaiza Benitez talks to Luke Hopton based in Jersey, United Kingdom, and Matt Ngan based in Toronto, Canada. Elaiza, Luke and Matt previously worked for the same Microsoft Partner in New Zealand where Luke and Matt were CRM Developers. Since then, both of them have moved away from being Dynamics CRM developers and Elaiza talks to them about their decision and what they're doing now in their current roles. Elaiza also quizzes them to see how much they remember about Microsoft Dynamics CRM 4 as a developer. Note: Elaiza refers to Dynamics 365 as Dynamics CRM in this podcast episode to avoid confusing Luke and Matt. When Luke and Matt were developers, it was called Dynamics CRM at the time. What we talked about Background to how Luke, Matt and I know each other. Matt and Luke introduce themselves. Matt worked for a product company in London that specialized in Wealth Management where Dynamics CRM was the platform and he now lives and works in Toronto for an HR software company that has nothing to do with Dynamics CRM. Luke moved to a Senior .NET developer role before leaving New Zealand and then moved to London in 2015 where he joined two other product companies. Eventually he moved home to Jersey and is now a Solution Architect where he works with RegTech (Regulatory Technology) solutions – due diligence and KYC (Know your Customer) for Wealth Management companies. The decisions Luke and Matt made to move away from being a Dynamics CRM Developer. That last Dynamics CRM version Luke and Matt worked with was Dynamics CRM 2013, possibly Dynamics CRM 2015 for Matt. Matt talks about the frameworks and tech he is using now. Both Luke and Matt talk about applying what they've learnt in their time as Dynamics CRM Developers in their roles now. What they use for source control now. Matt talks about the differences in Application Lifecycle Management for product development compared to consultancy projects. What Luke and Matt use for source control these days. Who would be in their search results when Googling for issues experienced in Dynamics CRM and tools used. Who showed Matt the ropes in being a Dynamics CRM developer - Rex Wessels, Sophie Khun-Hammond, Maryse Botros, David Brown mentioned. Elaiza quizzes Luke and Matt on their knowledge of being a Dynamics CRM Developer Question 1 – Matt Question 2 – Luke Question 3 – Matt Question 4 – Luke Question 5 – Luke Question 6 – Luke Question 7 – No one Question 8 – Matt What Luke and Matt miss about New Zealand.
62 minutes | Oct 11, 2021
Bizapps career: partner, independent, or Microsoft
On this episode, Elaiza Benitez takes over the CRM Audio podcast and brought Amey Holden and Matt Wittemann with her. Elaiza, Amey, and Matt worked for Microsoft partners and have since made changes in their career. Elaiza and Amey went independent and Matt went to work for Microsoft. We discuss the various career paths available with Microsoft Business Applications. Working for a Microsoft Partner Going independent Working for Microsoft
61 minutes | Jul 31, 2021
Independent connectors for Power Platform
George, Shawn, and Joel are back with another podcast! Topics discussed today: Release notes for Wave 2 2021 are out--do they matter? Joel is a Twitter quitter Multi-table (polymorphic) lookups--what are they good for Microsoft YouTube channel--why no comments? Joel and George got the Mac Mini M1 Why does George need 64 GB of RAM Power Automate Desktop is now a standard feature in Windows 11 (and Joel thinks Microsoft is going to take over the RPA world) George uses n8n.io open-source automation alternative Independent Power Platform connectors are here--individuals and partners can now publish connectors to third party connectors and share them in the Power Apps, Power Automate, and Logic Apps connector library
44 minutes | Jun 6, 2021
Dataverse for Teams: is it a platform?
In this episode of CRM Audio, George Doubinski and Joel Lindstrom discuss the business case for Dataverse for Teams. Who is it for and what does it mean for people who already have Dataverse and Dynamics 365?
24 minutes | Nov 26, 2020
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 more consistent with other platforms and will help makers moving from SharePoint to Dataverse, as the naming is now consistent.
39 minutes | Oct 29, 2020
In-line code editor and Project Oakdale
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 Oakdale, the new light version of Common Data Service included in Microsoft Teams. After using it for several weeks, how does it compare with full CDS? Are there any performance differences? And what about storage capacity?
24 minutes | Sep 28, 2020
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 after the solution is moved, and editing flows in Production environments are tedious and cause problems with ALM processes. This change is also significant because it brings the value of solutions and ALM to non-CDS connected flows. Since Sharepoint, SQL, and custom connections can be automated using connnection references, deployment automation and CI/CD can now appply to connections other than CDS. Listen to today's podcast as George Doubinski, Joel Lindstrom, and Shawn Tabor discuss connection references. We also touch on environment variables and how these changes work with environment variables. And we celebrate Shawn "Hobbit" Tabor's 50th birthday!
35 minutes | Aug 20, 2020
Getting ready for DynamicsCon with Jon Stypula
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 register for DynamicsCon at https://dynamicscon.com/ Connect with Jon Stypula on LinkedIn: https://www.linkedin.com/in/jonstypula/
52 minutes | Aug 14, 2020
What's new with RPA in Microsoft Power Automate
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 when should you not use RPA? Setting proper expectations for RPA deployments Using RPA to empower users -Common RPA mistakes Links: Cody Erickson on LinkedIn: https://www.linkedin.com/in/cody-erickson-b0663a74/ Joe Unwin on Linkedin: https://www.linkedin.com/in/joeunwin CRM Audio Podcast: https://crm.audio
30 minutes | Aug 10, 2020
Notifications in Dynamics 365
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 - Field Service Bootcamp (August 12-15) https://events.powercommunity.com/field-service-bootcamp-2020/# Sarah Jelinek on Twitter: https://twitter.com/SarahJ_ND Sarah's blog: https://sarahjelinek.com Shawn Tabor on Twitter: https://twitter.com/crmhobbit Shawn's blog: https://crmhobbit.com
24 minutes | Aug 7, 2020
Are you an app person or a flow person?
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 had conversations with people in the community that say something along the following lines: Flow Person: “I love Power Automate, but Power Apps (canvas apps) are confusing.” Apps Person: “I can write canvas apps all day long but you need to be a developer to use Power Automate.” I’ve also noticed that if you suggest a flow solution in the Power Apps forum or an app solution in the Power Automate forum at powerusers.microsoft.com, people will give you funny looks. Intrigued by this phenomenon, I interviewed some of my friends in the Business Applications community to see what they thought was behind this divide. Why does one tool seem accessible and easy to some while difficult to others? In today's podcast (and on Power Platform Tip Of The Day) George Doubinski and Joel Lindstrom explore this phenominon and what makes people gravitate toward Power Automate or Power Apps?
27 minutes | Jul 30, 2020
What is Dataflex
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 means, along with the confusion over the name. 9ejNL9yutzhpz0cyc6Ed
23 minutes | Jul 21, 2020
Why Power Apps Portals needs an API
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...
64 minutes | Jul 8, 2020
We react to the Power Platform and Dynamics 365 Release Plan Wave 2
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
37 minutes | Jul 2, 2020
Training, Certifiaction, and Brain Dumps with Julie Yack
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 how Microsoft's certification and training options have improved over the years and how to prepare for certification the right way. LInks: Microsoft Learn: https://learn.microsoft.com https://365.training
24 minutes | Jun 28, 2020
Field Service Mobile with Dian Taylor
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 Mobile app! Dian and Shawn also talk about the Dynamics Community and how they both love being a part of this great family. Dian on Twitter: https://twitter.com/d365goddess Dian’s blog article on Field Service Mobile: https://d365goddess.com/field-service-dynamics-365-mobile-app/ Dian’s blog article on Inventory Transfers using the Inventory Dashboard: https://d365goddess.com/inventory-transfers-using-the-inventory-dashboard/ Shawn on Twitter: https://twitter.com/crmhobbit Shawn’s blog: https://crmhobbit.com
30 minutes | Jun 21, 2020
At Your Service: Preview features in field service
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/gohUVmO5vKc How to install preview features for Dynamics 365 Field Service: https://docs.microsoft.com/en-us/dyna... How to preview the new schedule board in Dynamics 365 Resource Scheduling: https://docs.microsoft.com/en-us/dyna... Shawn Tabor on Twitter: https://twitter.com/crmhobbit Shawn's blog: https://crmhobbit.com Sarah Jelinek on Twitter: https://twitter.com/SarahJND Sarah's blog: https://sarahjelinek.com
30 minutes | May 31, 2020
Teams + Power Platform as a platform
At Build 2020, Microsoft highlighted Microsoft Teams as a platform, and announced lots of new enhancements to the integration between Power Platform and teams, including making it easier to build Power Automate flows for Teams and integrate model-driven apps with Teams, and more easily publish Power Virtual Agents with Teams. https://www.forbes.com/sites/moorinsights/2020/05/27/spotlight-on-teams-as-a-platform-at-virtual-microsoft-build-2020/#12ce03631f14 On today's episode of CRM Audio, Shawn Tabor and Joel Lindstrom talk about why Teams+Power Platform matters, and how embedding apps within Teams can remove friction from user adoption of Power Apps. We also revel in our recent victory in the Power Platform Virtual Pub Quiz.
27 minutes | May 25, 2020
At Your Service: Pandemia and Customer Service
In this episode, Shawn & Sarah talk about the pandemic and how it has affected opportunities to present to the community. Sarah discusses a virtual session she held at D365UG Focus on optimizing Customer Service implementations and the blog article that supports it: https://sarahjelinek.com/2020/05/19/create-a-case-with-the-email-body-in-the-case-description-field-in-dynamics-365/
67 minutes | May 23, 2020
Role of Solution Architect in Power Platform Projects
This is a special episode of CRM Audio with MVP's Gus Gonzalez, Neil Benson, and Joel Lindstrom. In this episode we dig into what the role of solution architect means and how it has changed in Power Platform projects with the shift to agile deployment methodologies. This episode is being simultaneously released on their podcasts, the CRM MVP Podcast and Scrum Dynamics, and I encourage you to subscribe to both. See full show notes at https://customery.com/50.
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