Category Archives for "Podcast"

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

1 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

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

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

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

2 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).

 

What’s on your mind?

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