All Posts by Implement This

Implement This with Dynamics 365

Goal Entities in Dynamics 365 – Ep 17

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

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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?

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2 Data Modeling in Dynamics 365 - Implement This

Data Modeling in Dynamics 365 – Ep 15

In today’s episode (sponsored by CRMUG/D365UG) Hosts Britta Rekstad and Matthew C. Anderson discuss modeling data for Dynamics 365 implementations.

Discussed on the show

  • Repurposing entities (or not!)
  • Using different field types
  • Language & currency
  • Option sets vs. related entities

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

Sales Force Automation in Dynamics 365 – Ep 14

Hosts Britta Rekstad and Matthew C. Anderson discuss some of their favorite things–and lessons learned–for building out Sales Force Automation (SFA) implementations (beyond the expected Lead/Opportunity/etc.).

Discussed on the show

  • QuickView forms
  • Field Mapping
  • QuickCreate forms

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

Solution Layering and Patches in Dynamics 365 – Ep 13

In this episode, hosts Britta Rekstad and Matthew C. Anderson continue the Solution Management discussion they began in episode 11.

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

Documenting Dynamics 365 – Ep 12

In today’s episode (sponsored by D365UG) hosts Britta Rekstad and Matthew C. Anderson discuss different types of documentation for your Dynamics 365 implementation. They also discuss the elements of writing good documentation, as well as some tips and tricks around passing the baton of expertise to your user community.

What’s on your mind?

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

Dynamics 365 Solutions Basics – Ep 11

In this episode (sponsored by Inogic) Hosts Britta Rekstad and Matthew C. Anderson talk about having multiple environments and the basics of Dynamics 365 Solutions and solution management. There’s a lot to cover in a single episode, so watch for a future episode covering even more detail.

Discussed on the show

  • Why multiple environments
  • Dynamics 365 solutions
  • Managed vs. Unmanaged solutions
  • Publishers

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

Older Versions of Dynamics (and Upgrading) – Ep 10

On this episode (sponsored by Inogic) hosts Britta Rekstad and Matthew C. Anderson take a trip down memory lane, talking about older versions of Dynamics 365 (Dynamics CRM).

It’s easy to forget how far the platform has come, sometimes, and there’s nothing quite like a chance to work with an older version of the product to make you appreciate where things are. This helps underscore how important it can be to stay up to date with upgrades (especially if you’re an on-premises customer).

 

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Admin Review in Dynamics 365

New-Year Admin Review in Dynamics 365 – Ep 9

In this episode (sponsored by D365UG/CRMUG) hosts Britta Rekstad and Matthew C. Anderson have a conversation about some of the things you might want to think about in your Dynamics 365 implementation that may otherwise go un-reviewed.

Discussed on the show

Books

Tools for Admin Review

What’s on your mind?

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

OneNote in Dynamics 365 - Implement This

OneNote in Dynamics 365 – Ep 8

In this episode (sponsored by Kingswaysoft) Hosts Britta Rekstad and Matthew C. Anderson discuss a listener question about using OneNote Online in a Dynamics 365 implementation after upgrading to D365 online. We talk through the standard use cases, good/bad fit, general things we’ve learned about the solution, and weigh in on how OneNote stacks up against the traditional “Notes” functionality of the platform.

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