All Posts by Implement This

Implement This with Dynamics 365

Things The Second Time Around in Dynamics 365 – Ep 25

Podcast: Play in new window | Download

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

In this episode (sponsored by Maplytics by Inogic), hosts Britta Rekstad and Matthew C. Anderson take a look down memory lane of working with Dynamics and compare what they’d do differently (or the same) for their first project today.

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

Customer Service App in Dynamics 365 – Ep 24

Podcast: Play in new window | Download

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

In today’s episode (sponsored by Ingenius), Britta Rekstad and Matthew C. Anderson discuss the Customer Service App, Interactive Service Hub, and bring clarity to similar terms in Dynamics 365 .

Discussed on the show

  • Interactive Service Hub (and the move to Customer Service App)
  • Customer Service App
  • Disambiguation of similar-sounding terms
  • Customer/Project/Field Service Apps
  • Universal Scheduling Engine
  • Unified Service Desk
  • Apps in Dynamics 365 / Model-driven PowerApps
  • Solution awareness of Apps in Dynamics
  • Editing the sitemap with the (mentioned reference to edit default sitemap with sitemap designer, info @2min mark in video)

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

Document Generation in Dynamics 365 – Ep 23

Podcast: Play in new window | Download

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

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?

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

1 Implement This with Dynamics 365

Queues in Dynamics 365 – Ep 22

Podcast: Play in new window | Download

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

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

1 Implement This with Dynamics 365

Rollup Fields in Dynamics 365 – Ep 21

Podcast: Play in new window | Download

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

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

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

Implement This with Dynamics 365

More Sales Force Automation in Dynamics 365 – Ep 20

Podcast: Play in new window | Download

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

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

Podcast: Play in new window | Download

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

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

Podcast: Play in new window | Download

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

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

1 Implement This with Dynamics 365

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

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

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

1 2 3