All Posts by Implement This

Document Generation in Dynamics 365 – Ep 23

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In this episode (sponsored by Maplytics by Inogic), hosts Britta Rekstad and Matthew C. Anderson discuss PDFing and document generation in Dynamics 365 (another listener question!).

Discussed on the show

A cornucopia of methods to generate documents that leverage Dynamics 365 data:

• Email templates
• Word templates
• SSRS Reporting
• Community tools
• 3rd party ISV tools
• Output formats and PDF generation
• Driving user adoption
• Security & GDPR considerations
• Leveraging PowerApps

What’s on your mind?

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Queues in Dynamics 365 – Ep 22

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On today’s episode (sponsored by Kingswaysoft) hosts Britta Rekstad and Matthew C. Anderson discuss queues and queue management in Dynamics 365 and model-driven PowerApps.

Discussed on the show

• Core entities of Queue, Queue Item, Routing Rule, Routing Ruleset
• Public vs. Private queues
• Visibility to queues and queue items & security
• Dynamics user teams and queues
• Using queues with different entities
• Routing Rules and Workflow
• Solution awareness for queue entities

What’s on your mind?

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

Rollup Fields in Dynamics 365 – Ep 21

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In today’s episode (sponsored by Kingswaysoft) hosts Britta Rekstad and Matthew C. Anderson discuss rollup fields in Dynamics 365. Note: Much of the conversation also applies to Model-driven PowerApps.

Discussed on the show

• Rollup field basics
• Operation speed
• Aggregation considerations
• Workflows and rollup fields
• Other considerations when using rollup fields
• Alternatives to rollup fields
• Importable tools (Dynamics 365 Workflow Tools on GitHub / Workflow Elements on Appsource)

We also mentioned a few topics that we went into greater detail in episode 17

What’s on your mind?

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

More Sales Force Automation in Dynamics 365 – Ep 20

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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

Creating Relationships in Dynamics 365 – Ep 19

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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

Form Types in Dynamics 365 – Ep 18

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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

Goal Entities in Dynamics 365 – Ep 17

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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

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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

Data Modeling in Dynamics 365 – Ep 15

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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

Sales Force Automation in Dynamics 365 – Ep 14

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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