Monthly Archives: April 2018

1 Implement This with Dynamics 365

Goal Entities in Dynamics 365 – Ep 17

In thisĀ 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

What’s on your mind?

Have a question you’d like answered on a future podcast? Submit one by visiting implementthis.org

Implement This with Dynamics 365

More Excel Templates in Dynamics 365 – Ep 16

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 tables
  • Limitations and workarounds
  • Formulas to know (or learn)
  • Structuring the workbook for an Excel Template

This builds on concepts first introduced in episode 3 (listen in any order–no homework required!).

What’s on your mind?

Have a question you’d like answered on a future podcast? Submit one by visiting implementthis.org