Category Archives for "Podcast"

Implement This with Dynamics 365

Make PowerApps / D365 management easier by using XRMtoolbox – Ep 30

In this episode (sponsored by CRMUG/D365UG), hosts Britta Rekstad and Matthew C. Anderson talk about XRM Toolbox Tools.

Discussed on the show

Minor correction: Excel export supports 100,000 records in an export.

Call to action!

We’re going to do an upcoming episode about the Unified Interface for Dynamics 365/Model-Driven PowerApps. Send us your questions through the contact form on our website or through Twitter @mcanderson or @macgyvercrm

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

Cascade Rules in Dynamics 365 & Model-Driven Power Apps – Ep 29

In this episode (sponsored by Maplytics by Inogic), hosts Britta Rekstad and Matthew C. Anderson discuss cascade rules for entity relationships in Dynamics 365 and model-driven PowerApps.

Discussed on the show

  • What are cascade rules?
  • Default behavior you should review
  • Types of cascading
  • Modification & restrictions
  • Where the magic happens

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

Native Charts in Dynamics & Model-Driven PowerApps – Ep 28

In this episode (sponsored by D365UG/CRMUG), hosts Britta Rekstad and Matthew C. Anderson discuss why native charts still matter in Dynamics 365 and model-driven PowerApps.

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

Actions vs. Child Workflows in Dynamics 365 – Ep 27

In this episode (sponsored by KingswaySoft), hosts Britta Rekstad and Matthew C. Anderson discuss the usage of Actions and Child Workflows in the Dynamics 365 platform.

Discussed on the show

  • Getting familiar with Actions in Dynamics 365
  • Actions and Child Workflows
  • Example using notifications
  • What’s different about an Action
  • Visibility to end users
  • Action Buttons (preview feature)

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

Duplicate Campaigns in Dynamics 365 – Ep 26

In this episode (sponsored by Maplytics by Inogic), hosts Britta Rekstad and Matthew C. Anderson discuss a listener question around Campaigns, Campaign Responses, and Duplicates.

Discussed on the show

  • Discuss the question
  • Making assumptions
  • Sources for duplicates
  • Addressing through process
  • Addressing through technology
  • Other potential hurdles

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

Things The Second Time Around in Dynamics 365 – Ep 25

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

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

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

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

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

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