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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/common-data-model/health-accelerator Where can I learn about them or play with them? https://appsource.microsoft.com https://github.com/microsoft/Dynamics-365-Industry-Accelerators As a customer, why would I use one? As a partner, is there other opportunity for me? https://docs.microsoft.com/en-us/common-data-model/industry-accelerators#isv-opportunity-view What are some best practices? What’s on your mind? Have a question you’d like answered on a future podcast? Submit one by visiting implementthis.org or leave us an audio message by visiting  https://anchor.fm/implementthis and click the “Send a voice message” button. While Matt works at Microsoft, he doesn’t own the industry accelerators or the programs. These are his opinions based on his experience in the business applications customer and partner community, as well as his observations and conversations in working with customers. His comments are his own. The post Industry Accelerators in Dynamics 365 – Ep 39 appeared first on Implement This.

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 boundaries and Portal Apps PowerApps lineage and disambiguating history Solution approach to the Power Platform Call to action What’s on your mind? Have a question you’d like answered on a future podcast? Submit one by visiting implementthis.org The post PowerApps: “Should I learn Canvas or Model-driven?” – Ep 38 appeared first on Implement This.

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 implement. Discussed on the show What is delegation in the PowerApps visual designer? Why is Matt talking about cooking for his family? Why should I care about delegation? Which data sources support delegation? Which functions can be delegated? More on docs.microsoft.com Common Data Service (CDS) connector delegation More on docs.microsoft.com How do I know if I’m delegating? What’s on your mind? Have a question you’d like answered on a future podcast? Submit one by visiting implementthis.org The post Delegation in Canvas PowerApps appeared first on Implement This.

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 podcast feed, make sure to update to the CRM Audio Network feed to continue receiving Implement This and all of the other great shows from CRM Audio. If you’re already subscribed to the Implement This standalone feed, you don’t need to do anything (but please do check out the other shows on the network!) Discussed on the show Solution Awareness for Flows Solution Awareness for Canvas PowerApps Common Data Service connector vs. Dynamics 365 connector Application lifecycle and managing connectors PowerApps interface for managing solutions vs. classic interface What’s on your mind? Have a question you’d like answered on a future podcast? Submit one by visiting implementthis.org The post Solution Awareness in Flow and Canvas PowerApps appeared first on Implement This.

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 come from? What’s required for prerequisites to even consider doing this? Configure server based authentication for SharePoint: https://youtu.be/k4MwmqMvM3s Portal configuration: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/manage-sharepoint-documents What’s the answer to the permissions question? Advantages/drawbacks/alternatives Teams: https://products.office.com/en-us/microsoft-teams What’s on your mind? Have a question you’d like answered on a future podcast? Submit one by visiting implementthis.org The post Portals + SharePoint in Dynamics 365 – Ep 35 appeared first on Implement This.

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 default behavior for new fields Date field options Time Zone offset, UTC date and time Time in date-only fields Matthew’s first mistake with date fields Time zone and Canvas vs. Model PowerApps Calculated fields and “date math” Looking at the wider Power platform (Flow, Power BI) Grey areas for date field type in your data model (one of us says “willy nilly”) Fun facts What’s on your mind? Have a question you’d like answered on a future podcast? Submit one by visiting implementthis.org The post Date fields in the Common Data Service – Ep 34 appeared first on Implement This.

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 Developers / Admins Matt’s Maker experience at Microsoft Matt’s PowerApp-Launching Bookmarklet project on GitHub Common Data Service (for Apps and Analytics) The Common Data Model Definition of PowerApps over time Power BI Power BI & More 46: Dynamics 365 interactive charts and dashboards Microsoft Flow episode and continued development Mashup potential of Power platform components Listener feedback – don’t sell OOB auditing short! What’s on your mind? Have a question you’d like answered on a future podcast? Submit one by visiting implementthis.org The post What’s a “Maker” and where do I fit in a Power platform world? – Ep 33 appeared first on Implement This.

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 the show Import methods File types Import process Working with exceptions Relational data import What’s on your mind? Have a question you’d like answered on a future podcast? Submit one by visiting implementthis.org The post Importing data to Microsoft Business Applications – Ep 32 appeared first on Implement This.

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 influence on auditing/logging Compliance center protection.office.com Info on docs.com a.k.a. docs.microsoft.com User adoption Leading indicators for Business App value What’s on your mind? Have a question you’d like answered on a future podcast? Submit one by visiting implementthis.org The post Auditing in Microsoft Business Applications – Ep 31 appeared first on Implement This.

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 blog & video about “Area” images Finding Icons https://www.flaticon.com/ https://www.iconexperience.com/m_collection/ Bulk Workflow Execution Usage patterns for bulk workflows Minor correction: Excel export supports 100,000 records in an export. Call to action! We’re going to do an upcoming episode about the Unified Interface for Dynamics 365/Model-Driven PowerApps. Send us your questions through the contact form on our website or through Twitter @mcanderson or @macgyvercrm What’s on your mind? Have a question you’d like answered on a future podcast? Submit one by visiting implementthis.org The post Make PowerApps / D365 management easier by using XRMtoolbox – Ep 30 appeared first on Implement This.

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 behavior you should review Types of cascading Modification & restrictions Where the magic happens What’s on your mind? Have […] The post Cascade Rules in Dynamics 365 & Model-Driven Power Apps – Ep 29 appeared first on Implement This.

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 vs. Admins Security and Sharing Where charts are used Solution Awareness CRM Chart Guy XrmToolBox Advanced Chart […] The post Native Charts in Dynamics & Model-Driven PowerApps – Ep 28 appeared first on Implement This.

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 and Child Workflows Example using notifications What’s different about an Action Visibility to end users Action Buttons […] The post Actions vs. Child Workflows in Dynamics 365 – Ep 27 appeared first on Implement This.

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 Sources for duplicates Addressing through process Addressing through technology Other potential hurdles What’s on your mind? Have a question you’d like […] The post Duplicate Campaigns in Dynamics 365 – Ep 26 appeared first on Implement This.

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 on the show Taking parental leave How much to take on in a project Neil Benson’s […] The post Things The Second Time Around in Dynamics 365 – Ep 25 appeared first on Implement This.

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 (and the move to Customer Service App) Customer Service App Disambiguation of similar-sounding terms Customer/Project/Field Service Apps Universal […] The post Customer Service App in Dynamics 365 – Ep 24 appeared first on Implement This.

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 documents that leverage Dynamics 365 data: Email templates Word templates SSRS Reporting Community tools 3rd party ISV tools Output […] The post Document Generation in Dynamics 365 – Ep 23 appeared first on Implement This.

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, Routing Ruleset Public vs. Private queues Visibility to queues and queue items & security Dynamics user teams and queues […] The post Queues in Dynamics 365 – Ep 22 appeared first on Implement This.

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 Operation speed Aggregation considerations Workflows and rollup fields Other considerations when using rollup fields Alternatives to rollup fields Importable […] The post Rollup Fields in Dynamics 365 – Ep 21 appeared first on Implement This.

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 the show Category search vs. relevance search use cases Wildcards in search (George Doubinski’s Wildcard Tip of the Day post) Search […] The post More Sales Force Automation in Dynamics 365 – Ep 20 appeared first on Implement This.