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CRM Audio

CRM Audio

George Doubinski

CRM Audio is a network of podcasts about Dynamics 365, Dynamics CRM, personal productivity, and Power BI hosted by Microsoft Business Solutions MVP's Joel Lindstrom, George Doubinski, Shawn Tabor, Mark Smith, and Scott Sewell and productivity expert Matthew C. Anderson. We are the original CRM MVP Podcast. Podcasts in the feed: CRM Audio - a roundtable discussion of all things CRM, including what's new, best practices, and answers to your CRM questions and Power BI. Power BI and More - Microsoft Business Solutions MVP Scott Sewell teaches you how to learn Power BI and effectively use it with Dynamics 365. Prodcast - All about personal productivity. We get deep into productivity and cut through the hype around productivity tools, and tell you what's not productive.
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Top 10 CRM Audio Episodes

Goodpods has curated a list of the 10 best CRM Audio episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to CRM Audio for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite CRM Audio episode by adding your comments to the episode page.

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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.

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CRM Audio - Dataverse for Teams: is it a platform?
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06/06/21 • 43 min

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?

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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

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CRM Audio - Connection References
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09/28/20 • 23 min

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!

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CRM Audio - Everybody should use CDS
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03/06/20 • 59 min

This episode is brought to you by Inogic and their new Kanban Board for Dynamics 365 and Power Platform.

The coronavirus COVID-19 has changed the technology world. People are working remotely, conferences are canceled. On this podcast, we talk about the changes to D365UG Summit Barcelona, MVP summit, and other conferences.

To help organizations combating the crisis, Microsoft is making the premium push notification adapter for Power Apps available for free to all users, and they have also released a new template targeted at Crisis Communication. Find out more at https://powerapps.microsoft.com/en-us/blog/crisis-communication-a-power-platform-template/.

Shawn Tabor just lead a hackathon, but it wasn't for adults. Shawn talks about how a class of fifth-graders used Power Virtual Agent to educate about climate change and fire safety.

We are only about a month away from the release of Dynamics 365 and Power Platform 2020 Wave 1. We talk about what is new with Field Service, sales forecasting, and team member license enforcement. If you want to learn more about what is coming with 2020 wave 1, check out our video tip series at crmtipoftheday.com.

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This episode is brought to you by Maplytics by Inogic and D365UG.

This week we are re-joined by MVP Sukrut Parab and Sr. Architect Satish Panwar to talk about what you need to know about ALM best practices for a Dynamics 365 F&O deployment.

  • Phases of ALM
  • Why you need to use a good ALM process
  • Manual vs. automated deployments
  • Automated testing
  • Can ALM work with other systems than DevOps?
  • Common mistakes
  • Common environment and deployment strategies

Useful links:

  1. Build and Test Automation -https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/perf-test/continuous-build-test-automation
  2. Sys Test Framework -https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/perf-test/testing-validation
  3. Azure dev ops Auto upload of package - https://community.dynamics.com/365/financeandoperations/b/newdynamicsax/posts/first-azure-devops-task-released
  4. Azure dev ops task to deploy code - https://community.dynamics.com/365/financeandoperations/b/newdynamicsax/posts/azure-devops-task-to-deploy-code
  5. Version control - https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/dev-tools/version-control-metadata-navigation
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CRM Audio - What is Dataflex
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07/30/20 • 27 min

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.

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CRM Audio - Microsoft Dataverse
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11/26/20 • 24 min

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.

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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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CRM Audio - Independent connectors for Power Platform
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07/31/21 • 60 min

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
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FAQ

How many episodes does CRM Audio have?

CRM Audio currently has 236 episodes available.

What topics does CRM Audio cover?

The podcast is about Microsoft, Podcasts and Technology.

What is the most popular episode on CRM Audio?

The episode title 'Dataverse for Teams: is it a platform?' is the most popular.

What is the average episode length on CRM Audio?

The average episode length on CRM Audio is 28 minutes.

How often are episodes of CRM Audio released?

Episodes of CRM Audio are typically released every 3 days, 7 hours.

When was the first episode of CRM Audio?

The first episode of CRM Audio was released on May 14, 2018.

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