Monthly Archives: April 2018

Goal Entities in Dynamics 365 – Ep 17

Podcast: Play in new window | Download

Subscribe: Apple Podcasts | Android | Google Podcasts | Stitcher | RSS | More

In this 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

• Goals on docs.microsoft.com
• Dynamics CRM 2011 Goal Management: Understanding Goal Criteria
• Dynamics CRM 2011 Goal Tricks
• What’s New in CRM 2011 Session 2: Goal Metrics and Goals
• To infinity…and beyond!!

What’s on your mind?

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

More Excel Templates in Dynamics 365 – Ep 16

Podcast: Play in new window | Download

Subscribe: Apple Podcasts | Android | Google Podcasts | Stitcher | RSS | More

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