Getting ready for DynamicsCon with Jon Stypula

This week Jon Stypula from Dynamic Consulting joins CRM Audio to talk about the DynamicsCon virtual conference coming up on September 9-10. Watch this episode on YouTube at https://youtu.be/lyL9dSO3wfc. Find out how DynamicsCon is different than other Power Platform virtual events. Who is paying for it, and how the money will be spent. You can register for DynamicsCon at

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What's new with RPA in Microsoft Power Automate

RPA is getting a lot of buzz these days, but what does it really mean? Today Cody Erickson from Microsoft (and formerly Softmotive) joins CRM Audio, along with Joe (Flow Joe) Unwin, to discuss RPA: Why did Microsoft acquire Softmotive when they already had RPA? How can Power Automate customers use Softmotive RPA today? When should you use RPA (and when should you not use RPA? Setting proper… Continue Reading Joel Lindstrom,...

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Notifications in Dynamics 365

In this Service based episode of CRM Audio, Shawn & Sarah talk about how notifications within Dynamics 365 aren’t just emails anymore!  They talk about how notifications can be more actionable and meaningful for Dynamics 365 users!  Also, Shawn talks about the upcoming Field Service Bootcamp coming to 365 Saturday on August 12-15!   365 Saturday – Field Service Bootcamp (August 12-15) Continue Reading Joel Lindstrom,...

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Are you an app person or a flow person?

It’s been my observation that with a few notable exceptions, people in the Power Platform community primarily focus on Power Apps or on Power Automate. Lots of people will use both, but generally, people are more “app people” or “flow people.” I don’t have a strong preference between the two, and I regularly use and enjoy both platforms, but I’ve had conversations with people in… Continue Reading Joel Lindstrom, Shawn Tabor,...

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What is Dataflex

Last week at Microsoft Inspire, Microsoft announced DataFlex, a light version of Common Data Service that will be included with Microsoft Teams and make it easy to build low-code applications inside of Teams with simplified security. They also announced that CDS will be rebranded as DataFlex Pro. Joel, George and Shawn discuss what this change means, along with the confusion over the name. Continue Reading Joel Lindstrom, Shawn Tabor,...

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Why Power Apps Portals needs an API
Jul21

Why Power Apps Portals needs an API

New in preview, Microsoft has released a CRUD API for Power Apps Portals. Why do we need this when Common Data Service already has a web API? Hint: It’s not for integration, it’s for user experience. See the official documentation here: https://docs.microsoft.com/en-us/powe…   Continue Reading Joel Lindstrom, Shawn Tabor, George Doubinski, Matthew C Anderson, Mark Smi’s Article on their blog Why Power Apps...

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We react to the Power Platform and Dynamics 365 Release Plan Wave 2
Jul08

We react to the Power Platform and Dynamics 365 Release Plan Wave 2

MVP’s Shawn Tabor and Joel Lindstrom review the top announcements in the Power Platform and Dynamics 365 Release Notes Wave 2. Power Apps Portals PCF Controls Model-driven search enhancements Canvas pages Power Automate Power Virtual Agent Dynamics 365 Sales Dynamics 365 Marketing Customer Insights Dynamics 365 Service Continue Reading Joel Lindstrom’s Article on their blog We react to the Power Platform and Dynamics 365...

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Training, Certifiaction, and Brain Dumps with Julie Yack

Julie Yack joins CRM Audio today to talk about brain dumps, and why you should avoid them when studying for Microsoft certification exams.  Brain dumps are unauthorized copies of certification test questions and answers. If you use brain dumps you are violating the terms of your certification, and you are selling yourself short. Julie talks about how Microsoft’s certification and training… Continue Reading Joel Lindstrom,...

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Field Service Mobile with Dian Taylor

In this episode, Shawn is joined by Dian Taylor, Director – TMC for Business Apps with RSM US to talk all about Field Service Mobile!  They talk about the key differences between the two apps (1st party Microsoft and the Microsoft Field Service Woodford based app), where there is a fit for both and what the future holds for the new Field Service Mobile app!  Dian and Shawn also talk about… Continue Reading Joel Lindstrom, Shawn...

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At Your Service: Preview features in field service

In this episode, Shawn (@crmhobbit) and Sarah (@SarahJND) talk about how to access Public Preview features within Dynamics 365 Field Service as well as how to enable the new Schedule Board, currently in Public Preview. Watch this episode on the CRMHobbit YouTube channel (demo enabling the new Schedule Board at the 9:30 mark) : https://youtu.be/gohUVmO5vKc How to install preview features for… Continue Reading Joel Lindstrom,...

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Teams + Power Platform as a platform
May31

Teams + Power Platform as a platform

At Build 2020, Microsoft highlighted Microsoft Teams as a platform, and announced lots of new enhancements to the integration between Power Platform and teams, including making it easier to build Power Automate flows for Teams and integrate model-driven apps with Teams, and more easily publish Power Virtual Agents with Teams. … Continue Reading Joel Lindstrom, Shawn Tabor, George Doubinski, Matthew C Anderson, Mark Smi’s...

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At Your Service: Pandemia and Customer Service
May25

At Your Service: Pandemia and Customer Service

In this episode, Shawn & Sarah talk about the pandemic and how it has affected opportunities to present to the community.   Sarah discusses a virtual session she held at D365UG Focus on optimizing Customer Service implementations and the blog article that supports it: Create a case with the email body in the Case description field in Dynamics 365 Background Automatic record creation in Dynamics 365 Customer Service has been...

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Role of Solution Architect in Power Platform Projects
May23

Role of Solution Architect in Power Platform Projects

This is a special episode of CRM Audio with MVP’s Gus Gonzalez, Neil Benson, and Joel Lindstrom. In this episode we dig into what the role of solution architect means and how it has changed in Power Platform projects with the shift to agile deployment methodologies. This episode is being simultaneously released on their podcasts, the CRM MVP Podcast and Scrum Dynamics, and I encourage you to… Continue Reading Joel...

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API Limits and Throttles in Power Platform with Sean McNellis
Apr12

API Limits and Throttles in Power Platform with Sean McNellis

This episode is brought to you by Maplytics by Inogic. Today we are joined by return guest Sean McNellis, Principal PFE with Microsoft.  Topics in this episde Changes to the pfe PowerShell libraries and .Net Core Service protection throttles and the reason for them Tips for building future friendly code and limiting API calls Covid-19 driving digital transformation and decoupling things that… Continue Reading Joel...

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Imposter syndrome and cats with Emma D'Arcy
Apr03

Imposter syndrome and cats with Emma D'Arcy

This episode is brought to you by Maplytics by Inogic and D365UG. This week we talk with Emma D’Arcy all about what it means to deal with Imposter Syndrome and how it does indeed get better! Shawn & Emma talk about their own struggles and how the Dynamics Community has helped them not only overcome, but flourish and help to elevate others. They also talk a little bit about cats… Emma… Continue Reading Joel...

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Power Platform update and deprecation deadlines are delayed
Mar30

Power Platform update and deprecation deadlines are delayed

This episode is brought to you by Inogic and their new Kanban Board for Dynamics 365 and Power Platform. James Phillips recently wrote a blog post “Our commitment to customers to help ensure business continuity” where he detailed plans to delay mandatory end of support and deprecation deadlines to remove pressure from customers and partners during this stressful time. 2020 Wave 1 will still… Continue Reading Joel...

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Working from home, To-Do, and PowerPoint Coach
Mar25

Working from home, To-Do, and PowerPoint Coach

In today’s episode of ProdCast, (brought to you by Inogic), Matthew Anderson and Joel Lindstrom share their tips for working from home and review some recent updates to their favorite productivity tools, including on how PowerPoint can help improve your speaking skills through AI. Discussed on the show: Uplift desks Jabra GN PowerPoint Coach To-Do “My Day” view Quickly create tasks from… Continue Reading Joel...

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What you need to know about D365 and Power Platform Wave 1 2020
Mar21

What you need to know about D365 and Power Platform Wave 1 2020

This episode is brought to you by Inogic and their new Kanban Board for Dynamics 365 and Power Platform. Wave 1 2020 for Power Platform and Dynamics 365 is right around the corner. In today’s episode, Joel Lindstrom and Shawn Tabor cover what you need to know and how to prepare for the update. Topics covered: Team member license enforcement Dynamics 365 Sales Product visualize Dynamics 365… Continue Reading Joel...

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Everybody should use CDS
Mar06

Everybody should use CDS

This episode is brought to you by Inogic and their new Kanban Board for Dynamics 365 and Power Platform. The coronavirus COVID-19 has changed the technology world. People are working remotely, conferences are canceled. On this podcast, we talk about the changes to D365UG Summit Barcelona, MVP summit, and other conferences. To help organizations combating the crisis, Microsoft is making the… Continue Reading Joel...

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Learning and certification productivity
Feb18

Learning and certification productivity

This episode is brought to you by Inogic. Check out their new Kanban visualization for Dynamics 365 and Power Platform. Learning is important. Joel has started a bi-weekly LinkedIn newsletter about learning–why it is important to be a life-long learner, choosing a learning goal, and tools to help learning. On the podcast we discuss our learning goals. Matthew Anderson has also been pursuing… Continue Reading Joel...

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Application Lifecycle Management (ALM) in Dynamics 365 F&O
Feb03

Application Lifecycle Management (ALM) in Dynamics 365 F&O

This episode is brought to you by Maplytics by Inogic and D365UG. This week we are re-joined by MVP Sukrut Parab and Sr. Architect Satish Panwar to talk about what you need to know about ALM best practices for a Dynamics 365 F&O deployment. Phases of ALM Why you need to use a good ALM process Manual vs. automated deployments Automated testing Can ALM work with other systems than DevOps?… Continue Reading Joel...

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Customer Service or Salad Cream with Sarah Critchley
Jan11

Customer Service or Salad Cream with Sarah Critchley

This episode is brought to you by D365UG. Sara Critchley joins Shawn Tabor to talk about customer service (after they finish talking about food). Why is customer service important? How has customer service in Dynamics 365 changed in recent years? Where should you start? The changing world of omnichannel. Why can’t Flow Joe get any balsamic vinegar kettle crisps in Canada? Please join the… Continue Reading Joel...

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Power Platform Updates and Scott Millwood Interview
Dec23

Power Platform Updates and Scott Millwood Interview

It’s the final Power Platform Brief of 2019.  Bringing updates on Microsoft’s Power Platform including connectors for components, improved unified interface, Teams domination and an interview with Yesflow co-founder Scott Millwood.   Continue Reading Brad Koontz and Joel Lindstrom’s Article on their blog Power Platform Updates and Scott Millwood Interview It’s the final Power Platform Brief of 2019. ...

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CRM Audio Holiday Party 2019
Dec23

CRM Audio Holiday Party 2019

This episode is brought to you by D365UG. View this episode on YouTube: It’s the end of 2019, and we are having a party, with Jim Novak, Julie Yack, Nick Doelman, Lisa Crosbie, George Doubinski, Shawn Tabor, Antti Pajunen, David Yack, Elaiza Benitez, Kylie Kiser, Sarah Jelinek, Emma D’Arcy, and Joel Lindstrom. We review 2019 in business applications, talk about the highlights of the… Continue Reading Joel...

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F&O Enhancements and Managing Change with Sukrut and Satish
Dec20

F&O Enhancements and Managing Change with Sukrut and Satish

This episode is brought to you by D365UG. Today we have a F&O focused episode with MVP Sukrut Parab and Sr. Architect Satish Panwar Discussed in this episode: How the F&O update process works Delaying updates Managing updates during a deployment Feature Management Workspace Dual Write Printing enhancements in F&O Links: Sukrut Parab https://www.linkedin.com/in/sukrut-parab-534ba1a/ … Continue Reading Joel...

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Power Platform Updates and Interview with John Gravely
Dec12

Power Platform Updates and Interview with John Gravely

We’re back! The Power Platform Daily Brief is now just the Power Platform Brief.  We’ll continue to focus on the news and updates related to all thing Microsoft Power Platform and we’re still talking to the interesting people who make this community great. In this episode, we discuss the death of Talent, new connectors, Unified Interface scheduling and we talk to John Gravely about his new… Continue Reading...

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ProdCast: Limit your WIP
Dec10

ProdCast: Limit your WIP

Time for another personal productivity and effectiveness podcast  (brought to you by Maplytics by Inogic), and the goal of this episode is “limit your WIP (work in progress). With due credit to Personal Kanban, WIP is a concept from Kanban that refers to the number of things that you are working on at any one time. In your personal life, it can be easy to say yes to too many things and… Continue Reading Joel Lindstrom’s...

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Modern Patterns and Proven Practices With Sean McNellis
Nov26

Modern Patterns and Proven Practices With Sean McNellis

In today’s episode (brought to you by Maplytics by Inogic), we are joined by Sean McNellis, Principal Premier Field Engineer at Microsoft. Sean has worked for Microsoft since the release of CRM 1.0, and in this episode, Shawn talks about proven practices that he is using with enterprise customers. Topics discussed in this episode: What is a PFE How has Sean’s job changed with the move to the… Continue Reading Joel...

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What is a #PowerAddict with Vivek Bavishi
Nov20

What is a #PowerAddict with Vivek Bavishi

This episode is brought to you by Power Platform UG. Microsoft is giving away Surface earbuds to one lucky listener–register at https://aka.ms/PodcastSweepstakes for your chance to win. This is our last episode from Microsoft Ignite 2019, and today we talk with Vivek Bavishi (That API Guy) about what it means to be a #PowerAddict and best practices for development of Power Apps. Topics… Continue Reading Joel Lindstrom’s...

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Introducing Power Automate with Stephen Siciliano
Nov13

Introducing Power Automate with Stephen Siciliano

This is our second episode recorded at the Microsoft Ignite podcast center. Today’s guest is Stephen Siciliano, Principal Group PM for Power Automate. MVP Jerry Weinstock also joins us to discuss his white paper “A guide to building enterprise-ready flows.”  During Ignite 2019, Microsoft announced the rebranding of Microsoft Flow as Power Automate. During this episode, we delve into the… Continue Reading Joel...

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Microsoft Ignite: AI in the Power Platform with Ben Vollmer
Nov05

Microsoft Ignite: AI in the Power Platform with Ben Vollmer

We are podcasting from the Ignite podcast booth this week. You could win Surface earbuds–register at https://aka.ms/PodcastSweepstakes for your chance to win. Today Ben Vollmer from Microsoft joins Shawn Tabor, Sarah Jelinek, and Joel Lindstrom to talk about how AI in the Power Platform has advanced and exploded into all areas of the Power Platform and Dynamics 365. Discussed on this episode: … Continue Reading Joel...

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Editorial: Why you shouldn't fear self-service license purchase options
Oct24

Editorial: Why you shouldn't fear self-service license purchase options

In this episode, I announce some changes going on at CRM Audio and share my thoughts on self-service license purchase options for the Power Platform. This episode is brought to you by Maplytics by Inogic. Microsoft recently posted a notification in the Microsoft 365 Message Center this week notifying customers that starting in mid-November, end users would be able to start purchasing… Continue Reading Joel Lindstrom’s...

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Getting ready for Ignite with Anna Chu
Oct22

Getting ready for Ignite with Anna Chu

This episode is brought to you by mscrm-addons. Microsoft Ignite 2019 is two weeks away, and Anna Chu from Microsoft joins us to share the excitement. As Microsoft 365 Product Marketing Manager, Anna is responsible for working across the Microsoft Tech Community and MVP communities to engage with the IT Pro audience. This involves driving partnerships between engineering and marketing that… Continue Reading Joel...

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UG Summit NA 2019 with Tony Stein
Oct11

UG Summit NA 2019 with Tony Stein

This episode is brought to you by mscrm-addons.com. Tony Stein from Dynamics Communities joins us to talk about what you can expect from next week’s user group summit. Extreme365 Power Platform user Group Dynamics 365 User group Silent disco All star awards Changes from last year Music: Ben Vollmer Song   Continue Reading Joel Lindstrom’s Article on their blog CRM Audio: UG Summit NA 2019 with Tony Stein This episode is...

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Getting ready for User Group Summit
Oct09

Getting ready for User Group Summit

This episode is brought to you by Maplytics by Inogic. Next week is User Group Summit 2019, and to help get ready we have Nick Doelman, Darly LaBar, Jonas Rapp, Jim Novak, and Sara Lagerquist join Joel Lindstrom and George Doubinski to talk about their sessions. Even if you aren’t attending the conference, you will learn something from this episode, as each panelist shares some of the tips… Continue Reading Joel...

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PPDB 10-07: Customer Engagement is gone, or is it?
Oct07

PPDB 10-07: Customer Engagement is gone, or is it?

This episode is brought to you by ClickLearn. In this episode: Dynamics 365 Marketing Wave 2:  https://cloudblogs.microsoft.com/dynamics365/it/2019/10/04/the-dynamics-365-marketing-2019-release-wave-2-update-is-rolling-out-starting-now/ The recordings from Power Platform 24 are now all available to watch online. You can see them at https://365.training/Courses/Detail/power24 Microsoft last… Continue Reading Joel...

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PPDB: DynamicsPower Dublin and new Surface devices
Oct04

PPDB: DynamicsPower Dublin and new Surface devices

This episode is brought to you by Maplytics by Inogic. Mark & Iain talk about their recent visit to DynamicsPower Dublin! With a rundown on the sessions, Mark talks about his recent run on the PowerPlatform24 event and we cap it off with the new Surface Gadgets. Remember that user group summit is coming up in Orlando October 15-18. Register now. Continue Reading Mark Christie’s Article on their blog CRM Audio: PPDB:...

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PPDB 9-30: More insights are coming to Dynamics 365
Sep30

PPDB 9-30: More insights are coming to Dynamics 365

This episode is brought to you by KingswaySoft. In today’s Power Platform Daily Brief: Mary Jo Foley: Microsoft to add more AI-infused apps and features to Dynamics 365. Issues fixed in service update 86 (coming Oct 3) New connectors for the Power Platform New courses and learning paths on Microsoft learn https://docs.microsoft.com/en-us/learn/? Music: www.purple-planet.com Continue Reading Joel Lindstrom’s Article on...

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Best practices for demoing Flow with Jon Levesque
Sep24

Best practices for demoing Flow with Jon Levesque

This episode is brought to you by  Maplytics by Inogic. Jon Levesque, Microsoft Flow evangelist, joins us today to talk about how to demo Flow. You know Flow is awesome, so you want to demo it at conferences and user group meetings–what are some of Jon’s tricks for successfully demoing Microsoft Flow? Topics in this episode: CDS connector–should you demo the CDS connector or the CDS… Continue Reading Joel...

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PPDB 9-23: Data Flows, Service update 84, and solution based Flow
Sep23

PPDB 9-23: Data Flows, Service update 84, and solution based Flow

This is the Power Platform Daily Brief for Sept 23 (brought to you by D365ug). Show notes/Transcript: News on the data flows—Common Data Service data integrations have been renamed Data flows “This month we’re introducing an enhancement that allows creation of Dataflows containing only Analytical entities. This option can be selected within the “New dataflow” screen. Analytical… Continue Reading Joel Lindstrom’s...

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Dynamics 365 information overload, experimental features, and George's new Tesla
Sep21

Dynamics 365 information overload, experimental features, and George's new Tesla

Time for a CRM Audio episode with George Doubinski, Shawn Tabor, and Joel Lindstrom (brought to you by ClickLearn). In this week’s episode we talk about the following topics: George’s new Tesla Death of classic UI Wave 2 release schedule Getting ready for Power Platform 24 Dealing with information overload Upcoming conferences Differences between CDS connector and Current Environment… Continue Reading Joel...

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PPDB 9-16: Preparing for conference presentations
Sep16

PPDB 9-16: Preparing for conference presentations

This is the Power Platform Daily Brief for September 16, 2019. This episode is brought to you by Maplytics by Inogic. Topics and links for today’s daily brief: Charles Lamanna announces the winners of the TDGi Hack for Good. https://youtu.be/FTbvjwLgTCQ Watch the 2019 Virtual Flow Conference on demand. https://www.youtube.com/watch?v=MvCcnlw6tjs Register for the October 10 wave 2 virtual… Continue Reading Joel...

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PPDB 9-12: The end of Dynamics 365 classic UI
Sep13

PPDB 9-12: The end of Dynamics 365 classic UI

This episode is brought to you by ClickLearn. Today Mark & Iain talk about the end of the classic UI, Marketing Segments and the Ignite World Tour   Links 24 Hour XRM Virtual Conference – https://www.xrmvirtual.com/ Charles Lamanna Blog – https://community.dynamics.com/365/b/365teamblog/posts/announcing-the-timeline-to-move-to-unified-interface-2137660788 Marketing Segments Update – … Continue Reading Joel...

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Power Platform Daily Brief 9-9-2019
Sep09

Power Platform Daily Brief 9-9-2019

This is the #PowerPlatform Daily Brief for Sept 9, 2019 (brought to you by KingswaySoft).   In today’s daily brief: New model driven form designer is generally available Microsoft softens new portal pricing increases Flow online conference is tomorrow https://www.eventbrite.com/e/microsoft-flow-online-conference-2019-tickets-64261485834 PowerPlatform 24 session schedule is now up at

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PPDB: D365 for Talent MVP Malin Donoso Martnes
Sep06

PPDB: D365 for Talent MVP Malin Donoso Martnes

This episode is brought to you by Maplytics by Inogic. Brad Koontz sits down with Malin Donoso Martnes, the first D365 for Talent MVP, to discuss Dynamics Talent and monster trucks run amok in Sweden.  Links: Resources for Talent and where to find them:  https://malinsdynamics365fortalent.com/2019/04/23/resources-for-talent-and-where-you-find-them/ LinkedIn: 

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PPDB 9-5: Stay Motivated and Remote Assist updates
Sep06

PPDB 9-5: Stay Motivated and Remote Assist updates

This is the Power Platform Daily Brief for Sept 5 (brought to you by ClickLearn). Today Mark and Iain review recent community blog posts: Links: My Favorite Murder: https://www.myfavoritemurder.com/ Sept update for Remote Assist: 

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PPDB 8-28: Marketing wave 2 and prepping for hack 4 good
Aug28

PPDB 8-28: Marketing wave 2 and prepping for hack 4 good

This episode is brought to you by D365UG. Topics in this episode: Marketing Wave 2: https://incrementalgroup.co.uk/2019/08/07/customers-personalising-marketing TDGI Hack for Good – http://tdgi.rocks/ Reminder: only one more day to submit your sessions for Power Platform 24 https://sessionize.com/power-platform-24/. Music: www.purple-planet.com   Continue Reading Mark Christie’s Article on their blog CRM Audio: PPDB 8-28:...

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Power Platform Daily Brief: 8/26/2019
Aug26

Power Platform Daily Brief: 8/26/2019

This episode is brought to you by Maplytics by Inogic. In today’s daily brief: Create environments from Power Platform Admin Center https://powerapps.microsoft.com/en-us/blog/provisioning-and-administration-updates-are-now-live-in-the-power-platform-admin-center/ Submit sessions for power platform 24 https://sessionize.com/power-platform-24/ Mark instant flow steps in business process flow… Continue Reading Joel...

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License Driven Development
Aug24

License Driven Development

This episode of CRM Audio is brought to you by Clicklearn. Today is classic CRM Audio, with George Doubinski, Shawn Tabor, and Joel Lindstrom Topics in today’s episode: License driven development: https://brianilland.me/2019/06/23/licence-driven-development/ Power Platform 24 The value of CDS Considering user experience with PowerApps Resource scheduling Calendar control #askjoel CCPA DES… Continue Reading Joel Lindstrom,...

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PPDB: Interview with Michal Guzowski
Aug16

PPDB: Interview with Michal Guzowski

Michal Guzowski talks about his Delegation Learning app, and 10 things he wished he knew before becoming a #PowerAddict Continue Reading Joel Lindstrom, Shawn Tabor, George Doubinski, Matthew C Anderson, Mark Smi’s Article on their blog CRM Audio: PPDB: Interview with Michal Guzowski Michal Guzowski talks about his Delegation Learning app, and 10 things he wished he knew before becoming a #PowerAddict Blog Syndicated with Joel...

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