Monthly Archives: May 2018

Implement This with Dynamics 365

More Sales Force Automation in Dynamics 365 – Ep 20

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 performance, best practices, and idiosyncracies
  • Power struggles for data formatting
  • Using shared personal views with user teams
  • Persnickety
  • Affinity for Goals (as discussed in Episode 17)
  • Dynamics 365 Gamification (on AppSource)

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

Creating Relationships in Dynamics 365 – Ep 19

In today’s episode (sponsored by Kingswaysoft) hosts Britta Rekstad and Matthew C. Anderson discuss a listener question about creating and naming relationships between entities in Dynamics 365.

Discussed on the show

  • Methods for creating relationships between entities
  • Display name vs. field name
  • Creating relationships via the form or via the configuration window
  • Using id and code at the end of the schema name of lookup and option set fields
  • Impact of controlling the field name and the relationship name
  • Related habits and best practices

We also make references to topics from other episodes: field mapping in relationships (episode 14) and documenting dynamics (episode 12)

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

Form Types in Dynamics 365 – Ep 18

In today’s episode (sponsored by Inogic), hosts Britta Rekstad and Matthew C. Anderson discuss the types of Forms in Dynamics 365.

Discussed on the show

  • Form Types
  • Security Roles and Forms
  • Quick View form tips

What’s on your mind?

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