Episode 111: Real Project Stories
Dec05

Episode 111: Real Project Stories

Dani and James host this episode of the podcast and they share stories from projects in the past where things didn’t work as expected from the get go. Hosted by: Dani Kahil: https://www.linkedin.com/in/danikahil/ James Abraham: https://www.linkedin.com/in/jamesrossabraham/   Continue Reading Gus Gonzalez’s Article on their blog CRM MVP Podcast: Episode 111: Real Project Stories Dani and James host this episode of the...

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Episode 110: The truth about API Call Limits and Entitlements
Nov22

Episode 110: The truth about API Call Limits and Entitlements

This episode focuses on API calls and the entitlements that Microsoft expects customers to follow based on their licenses. Gustaf Westerlund joins me to share everything you need to know about API calls. P.S. If you are On-Prem this show is not for you. 🙂 Continue Reading Gus Gonzalez’s Article on their blog CRM MVP Podcast: Episode 110: The truth about API Call Limits and Entitlements This episode focuses on API calls and the...

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Episode 109: UG Summit 2021 Debrief
Oct21

Episode 109: UG Summit 2021 Debrief

Last week we attended the UG Summit 2021 in Houston, TX…many people were concerned about having an event in person and a large number of attendees decided to attend virtually instead. In this episode, Microsoft MVPs Sarah Jelinek, Nicholas Hayduk, and Gus Gonzalez sit down and discuss their experience attending the event in person and whether they will be attending the event in 2022. Continue Reading Gus Gonzalez’s Article...

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Episode 108: Let's talk about the latest licensing changes!
Jul04

Episode 108: Let's talk about the latest licensing changes!

I’m never really excited to see announcements around licensing for Dynamics 365 and Power Apps, but I’ve been looking forward to this announcement for months! But first, as usual, I went into a tangent about something else, this time I discuss July 1st, and how important of a date it is for me personally. Link: … Continue Reading Gus Gonzalez’s Article on their blog CRM MVP Podcast: Episode 108: Let’s...

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Episode 107: Who is the father of Dynamics CRM/365?
Jun20

Episode 107: Who is the father of Dynamics CRM/365?

There’s someone who works at Microsoft who has been involved in the release of Microsoft Dynamics 365 (previously known by different names) since its Beta version. He led the creation of the first version of the product, then the creation and release of Microsoft Dynamics CRM 3.0, 4.0, and then responsible for taking it Online! And I believe that understanding this person’s role in the history… Continue Reading Gus...

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Episode 106: Unhappy with your Dynamics 365 Solution? Get an audit!
May30

Episode 106: Unhappy with your Dynamics 365 Solution? Get an audit!

Solution audits are a great way to work around challenges with your current implementation, whether it is because you are curious about the effort to fix an issue, complete a migration, or improve user adoption, an audit can make a huge difference in terms of effectiveness of a Dynamics 365 Solution for any organization. Continue Reading Gus Gonzalez’s Article on their blog CRM MVP Podcast: Episode 106: Unhappy with your...

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Episode 105: Is this the end of the line for Microsoft Dynamics 365 On-Prem?
May16

Episode 105: Is this the end of the line for Microsoft Dynamics 365 On-Prem?

This is our 4th Anniversary Episode! Thank you everyone who have been listening since May 2017. This one is for you! I found some interesting data about the Lifecycle of Dynamics 365 On-Prem. Listen to this episode and tell me what you think. Also, this episode is available on video through our YouTube channel: http://crmmvpmedia.com/ Continue Reading Gus Gonzalez’s Article on their blog...

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Episode 104: Dealing with uncommon project requirements like an MVP
May02

Episode 104: Dealing with uncommon project requirements like an MVP

In this podcast Microsoft MVPs Hamish Shield and Dani Kahil dive into the concept of ‘requirement curveballs’, sharing their experience in challenging projects with complex , misunderstood or ambiguous requirements. They talk about how to get everyone on a project to that sweet spot, where there is a shared understanding of the requirements.  Links to some of the materials we discussed… Continue Reading Gus Gonzalez’s...

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Episode 103: FastTrack Recognized Solution Architects
Apr18

Episode 103: FastTrack Recognized Solution Architects

In this episode of the podcast I talk to Andrew Ly, who on top of being one of my favorite MVPs in the world he just became a FastTrack Recognized Solution Architect. Andrew discusses the process he went through to receive the recognition and how it is different from a Certified Power Platform Solution Architect. My Guest: Andrew Ly: https://www.linkedin.com/in/andrewlyadelaide/   Links: … Continue Reading Gus Gonzalez’s...

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Episode 102: Microsoft is taking over the local user groups
Apr04

Episode 102: Microsoft is taking over the local user groups

Recently Microsoft announced that they will be taking over the support of local user groups while other organizations battle to fill the gaps Microsoft will be unable to fill initially such as in person events and training. Most of the organizations looking to fill those gaps are led by implementation partners, and I wanted to share my thoughts on whether this is a good thing for the community… Continue Reading Gus...

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Episode 101: Love it or Hate it? General Functionality Edition
Mar21

Episode 101: Love it or Hate it? General Functionality Edition

Today we discuss 10 capabilities from Dynamics 365/Power Apps that have been around for a while and whether they are still useful. need some work, or never worked whatsoever. The List: 1. More Addresses 2. Connections 3. Word/Mail Merge Templates 4. Follow/Unfollow 5. Merge 6. Duplicate Detection 7. Import Data Wizard 8. Bulk Duplicate Deletion 9. Sharing 10. Reports Continue Reading Gus Gonzalez’s Article on their blog...

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Episode 100: WE'VE COME A LONG WAY
Mar07

Episode 100: WE'VE COME A LONG WAY

To celebrate our 100th episode, I decided to compile some data about the show and go over it with you. Along the way, you’ll find me going out in tangents and sharing some lessons and best practices…I hope some of these helps! Thank you everyone for tuning in, don’t forget to subscribe to our YouTube channel below and stay tuned for even more CRM MVP Podcast in the future!

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Episode 99: Love it or Hate it? Customer Service App Edition
Feb21

Episode 99: Love it or Hate it? Customer Service App Edition

Most of the functionality in the Dynamics 365 Customer Service App has been around for years, so  I invited two Microsoft MVPs and Customer Service experts to discuss the value of these features today. The features we discussed are: Knowledge Base Subject SLAs/SLA Pausing Entitlements Queues Case Creation and Case Routing Rules Customer Service Portal Holiday and Customer Service Schedules… Continue Reading Gus Gonzalez’s...

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Episode 98: Awesome 2021 release wave 1 features, and is MVP's "quality" declining?
Feb07

Episode 98: Awesome 2021 release wave 1 features, and is MVP's "quality" declining?

The Dynamics 365 2021 release wave 1 is upon us and I wanted to take a few minutes to talk about some of the features I’m really excited about, including very innovative (and borderline hard to believe) capabilities as well as some improvements we have been expecting for years! I also address a topic that might be very controversial to discuss openly but, are MVPs losing their “allure”?… Continue Reading Gus Gonzalez’s...

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Episode 97: Love it or Hate it? Sales App Edition
Jan24

Episode 97: Love it or Hate it? Sales App Edition

Most of the functionality in the Dynamics 365 Sales App has been around for over a decade, so  I invited two Microsoft MVP veterans and world-class implementers to discuss the value of these features today. The features we discussed are: Leads Quotes Orders, Invoices Sales Territories Goals and Fiscal Years Product Catalog Competitor Sales Literature Gamification Pipeline Charts and Sales… Continue Reading Gus Gonzalez’s...

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Episode 96: 2020 in Review
Jan10

Episode 96: 2020 in Review

Let’s take an hour to go over the goals we set out to achieve in 2020, and how successful we were against those goals. We also go through some of the most exciting moments in the year, the launch of the Decision Accelerator Community, and the slow death of Dynamics 365 On-Premise. Continue Reading Gus Gonzalez’s Article on their blog CRM MVP Podcast: Episode 96: 2020 in Review Let’s take an hour to go over the goals...

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Episode 95: CREATING POWER APPS FOR FREE
Dec27

Episode 95: CREATING POWER APPS FOR FREE

A couple of years ago Microsoft released the $10 per user per app per month license and a lot of organizations were either tempted to make a move into the new licensing model or made the change altogether. Well, Microsoft seemingly improved this offer by allowing organizations to create Power Apps hosted on Dataverse/CDS for FREE*. Well, it’s not 100% free, you do have to have a Microsoft… Continue Reading Gus...

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Episode 94: Dear Microsoft – 2020 Edition
Dec13

Episode 94: Dear Microsoft – 2020 Edition

Last year we got together and asked Microsoft for some new features and some changes or adjustments to existing ones…since we had such a poor record in 2020 (just like everyone else this year) we decided to give it another shot and ask Microsoft for some more stuff! Listen to five Microsoft MVPs as they each reveal their list of wants and needs for Microsoft while the other four MVPs react… Continue Reading Gus...

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Episode 93: WHAT'S GOING ON AT DYNAMIC COMMUNITIES?
Nov29

Episode 93: WHAT'S GOING ON AT DYNAMIC COMMUNITIES?

The Coronavirus Pandemic has affected millions of businesses around the world, one of those businesses is Dynamic Communities, Inc. The organization that runs the user groups globally and the organizer of many marquee events such as the User Group Summit that I’ve attended every year since 2012. This year the organization has been under heavy criticism for actions like cancelling or… Continue Reading Gus Gonzalez’s...

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Episode 92: Should you be using the Product Catalog?
Nov15

Episode 92: Should you be using the Product Catalog?

The Product Catalog in Microsoft Dynamics 365 is a polarizing piece of functionality. Some people love it and some people swear they’ll never use it, some think it’s too complicated and some think it’s not complex enough, some companies rely on it where others avoid it at all costs, so I invited Microsoft MVP and Solution Architect Gustaf Westerlund to dive deep into the Product Catalog and… Continue Reading...

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Episode 91: SPOOKIE CRM PROJECT FAILURE
Nov01

Episode 91: SPOOKIE CRM PROJECT FAILURE

How scary would it be to end up with a failed CRM Implementation that costs your company hundreds of millions of dollars? This is exactly what happened on Halloween of 1999 to Hershey. Let’s talk about this failed implementation and what we can learn from it. Continue Reading Gus Gonzalez’s Article on their blog CRM MVP Podcast: Episode 91: SPOOKIE CRM PROJECT FAILURE How scary would it be to end up with a failed CRM...

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Episode 90: An MVP Guide to CRM Data Quality
Oct18

Episode 90: An MVP Guide to CRM Data Quality

Dealing with data is one of the most challenging aspects of owning a CRM Solution. Whether you are using Dynamics 365 or Power Apps, I wanted to share a list of 10 things you can put in place to make sure your data quality is always high. I also share a 10-question data readiness quiz to see how healthy your organization is in terms of data quality and data management…listen in and see how… Continue Reading Gus...

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Episode 89: Ten secrets Microsoft MVPs DON'T want you to know
Oct03

Episode 89: Ten secrets Microsoft MVPs DON'T want you to know

There are countless online articles titled something like “Here are the secrets *insert profession or industry here* don’t want you to know”, and it gave me the idea for this episode. Here are ten secrets you probably didn’t know about us, the Microsoft MVPs. Continue Reading Gus Gonzalez’s Article on their blog CRM MVP Podcast: Episode 89: Ten secrets Microsoft MVPs DON’T want you to know There are...

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Episode 88: Top 10 QUICK AND EASY Improvements to Dynamics 365
Sep20

Episode 88: Top 10 QUICK AND EASY Improvements to Dynamics 365

In this episode, I cover 10 quick and easy improvements you can add to Dynamics 365. Some of these are simple settings that most people never enable, and some require special (but free) tools to enable them but all of them are super simple and can make a HUGE difference for your users’ experience. Continue Reading Gus Gonzalez’s Article on their blog CRM MVP Podcast: Episode 88: Top 10 QUICK AND EASY Improvements to...

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Episode 87: Ten things I wish I knew early in my Business Apps career
Sep06

Episode 87: Ten things I wish I knew early in my Business Apps career

There are things we learn from others, and things we learn on our own by making mistakes or missing opportunities and learning from them. Amey Holden is a Microsoft MVP and she is sharing the 10 things she wishes she knew early in her Business Application career. Hopefully you can learn something in this episode that you won’t have to learn the hard way in the future. Follow Amey:

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Episode 86: DYNAMICS 365 SALES INSIGHTS
Aug23

Episode 86: DYNAMICS 365 SALES INSIGHTS

Dynamics 365 Sales Insights enables organizations to bring together the art and science of selling. Engage buyers like never before with seller intuition and AI working in concert. Lisa Crosbie is back hosting the show and she dives deep into Sales Insights, its features and capabilities, and her Top 10 features! More info: https://dynamics.microsoft.com/en-us/ai/sales-insights/ Continue Reading Gus Gonzalez’s Article on their...

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Episode 85: Top 10 things people do in projects at the WRONG time
Aug09

Episode 85: Top 10 things people do in projects at the WRONG time

Implementing Dynamics 365 can be tricky, there can be so many moving parts, but some of the things that you do on every Dynamics 365 Implementation must be done at the right time to maximize value. If you do something too early you may have to deal with it for the duration of the projects, constantly struggling to keep it up to date, but if you do something too late you might delay a project… Continue Reading Gus...

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Episode 84: Dataflex, Power Text…and oh yeah I almost died
Jul26

Episode 84: Dataflex, Power Text…and oh yeah I almost died

July was full of surprises, starting with a positive COVID-19 test on July 3rd, my battle against a virus that took me to the hospital twice and almost killed me, plus I talk about Dataflex announced at Microsoft Inspire, and a new free tool available to the Dynamics 365 and Power Apps community, Power Text! Link to Podcast episode I mentioned on the show: … Continue Reading Gus Gonzalez’s Article on their blog CRM MVP...

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Episode 83: So you are a Microsoft MVP, now what?
Jul12

Episode 83: So you are a Microsoft MVP, now what?

This is episode is hosted by Lisa Crosbie, a new Microsoft MVP for 2020 who wanted to share her perspective regarding the “MVP Process” and add some best practices for aspiring MVPs. Follow Lisa: https://twitter.com/LisaMCrosbie   Continue Reading Gus Gonzalez’s Article on their blog CRM MVP Podcast: Episode 83: So you are a Microsoft MVP, now what? All Episodes Episode 83: So you are a Microsoft MVP, now what? This...

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Episode 82: Alarming Signs of Low User Adoption
Jun28

Episode 82: Alarming Signs of Low User Adoption

In this episode we discuss the alarming signs of low user adoption and discuss how we can handle them. The article reviewed in this episode: https://academy.whatfix.com/alarming-signs-crm-is-underutilized-and-how-to-deal-with-it/ Continue Reading Gus Gonzalez’s Article on their blog CRM MVP Podcast: Episode 82: Alarming Signs of Low User Adoption In this episode we discuss the alarming signs of low user adoption and discuss how...

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Episode 81: 10 things every Functional Consultant SHOULD KNOW
Jun14

Episode 81: 10 things every Functional Consultant SHOULD KNOW

When it comes to becoming or being a Dynamics 365 Consultant, and more specifically a Functional Consultant, there are a few things you should know. So, I put a list together of 10 things a Functional Consultant should know, and if they know these things they can get a job as a Functional Consultant pretty much anywhere! I hope this episode does two things: It helps current Functional… Continue Reading Gus Gonzalez’s...

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Episode 80: Here's why you should NOT become an MVP
May31

Episode 80: Here's why you should NOT become an MVP

For our 3rd Anniversary episode, I wanted to talk about changes that I’ve seen over the last 3 years and share my thoughts around why some people should not become a Microsoft MVP. I also talk about Impostor Syndrome and what can you deal with it. Jonny Kim: https://www.nasa.gov/astronauts/biographies/jonny-kim/biography Continue Reading Gus Gonzalez’s Article on their blog CRM MVP Podcast: Episode 80: Here’s why you...

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Episode 79: Solution Architect's role in 'Agile' implementations
May17

Episode 79: Solution Architect's role in 'Agile' implementations

Depending on where you work as a Solution Architect you might be expected to be involved with a project from begining to end, or maybe just for bits and pieces during the project execution. Neil Benson, a Microsoft MVP and Agile Implementation expert invited me and Joel Lindstrom to discuss the role of a Solution Architect within the projects we normally implement. From small to large… Continue Reading Gus Gonzalez’s...

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Episode 78: Hardcore Business Thinking (Part 2)
May04

Episode 78: Hardcore Business Thinking (Part 2)

This is part two of my review of businessThink, a book that transformed my career as a Solution Architect. I thought I could review the book and give you a ton of examples and best practices within an hour or so, and by the time I stopped recording more than 3 hours had gone by. This episode is Part 2 of 2, and it focuses on the last 4 rules described in the book. These rules will make you a… Continue Reading Gus...

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Episode 77: Hardcore Business Thinking (Part 1)
Apr19

Episode 77: Hardcore Business Thinking (Part 1)

This is part one of my review of businessThink, a book that transformed my career as a Solution Architect. I thought I could review the book and give you a ton of examples and best practices within an hour or so, and by the time I stopped recording more than 3 hours had gone by. This episode is Part 1 of 2, and it focuses on the first 4 rules described in the book. These rules will make you a… Continue Reading Gus...

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Episode 76: TOP 10 THINGS MVPs HATE
Apr05

Episode 76: TOP 10 THINGS MVPs HATE

In this episode, 4 Microsoft MVPs walk through the Top 10 things they hate in our industry. We talk about things we hate to see other MVPs, Microsoft, Partners, ISVs, and even ourselves doing! No one is safe. Guests: Daryl LaBar: https://twitter.com/ddlabar Joel Lindstrom: https://twitter.com/JoelLindstrom Gustaf Westerlund: https://twitter.com/crmgustaf Continue Reading Gus Gonzalez’s Article on their blog CRM MVP Podcast:...

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Episode 75: Top 10 MISTAKES New Consultants make
Mar22

Episode 75: Top 10 MISTAKES New Consultants make

For this episode, I wanted to focus on the common mistakes new professionals – specially consultants – make when they get started in their new role. This list comes from mistakes I made personally, and mistakes I’ve seen former colleagues and people in the industry make. How many of these mistakes have you made in the past? Continue Reading Gus Gonzalez’s Article on their blog CRM MVP Podcast: Episode 75: Top...

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Episode 74: COMPLACENCY KILLS
Mar08

Episode 74: COMPLACENCY KILLS

Jocko Willink, a former US Navy SEAL Commander has a motto: “Discipline Equals Freedom”, and if we apply this motto to Dynamics 365 we can see a connection between the discipline to maintain a successful Dynamics 365 Solution equals to a ton of freedom when it comes to being constantly “putting out fires” within the system. Even the most successful Dynamics 365 implementations can die if the… Continue...

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Episode 73: Power Apps portals…according to Canada
Feb23

Episode 73: Power Apps portals…according to Canada

On this episode, 3 Portal MVPs from Canada share the Top 12 improvements they would introduce to Power Apps portals if they were the Program Managers in charge at Microsoft. Sorrey! Hosts: Nick Doelman: https://twitter.com/readyxrm Nick Hayduk: https://twitter.com/Engineered_Code Colin Vermander: https://twitter.com/koolin_ Refresh the Cache: https://portal.libsyn.com/ Continue Reading Gus Gonzalez’s Article on their blog CRM...

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Episode 72: Overhauling Dynamics 365 Sales
Feb09

Episode 72: Overhauling Dynamics 365 Sales

What would happen if we tasked a veteran salesperson and world-class Dynamics 365 and Power Platform implementer with overhauling the Microsoft Dynamics 365 Sales App? Well, 12x Microsoft MVP Joel Lindstrom shares his vision for what the Microsoft Dynamics 365 Sales App should look like. Hosted by: Joel Lindstrom: https://twitter.com/JoelLindstrom Continue Reading Gus Gonzalez’s Article on their blog CRM MVP Podcast: Episode 72:...

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Episode 71: What would happen if two world-class developers took over the Platform?
Jan26

Episode 71: What would happen if two world-class developers took over the Platform?

On the last episode of the podcast I explored the 10 things I would introduce or change if I suddenly became the Program Manager for Dynamics 365 and CDS security at Microsoft. Now two of the world’s greatest Dynamics 365 developers share what they would do if they suddenly became Program Managers for the Dynamics 365 Platform. Hosted By: Daryl LaBar: https://twitter.com/ddlabar Jonas Rapp:

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Episode 70: Here's what I would do if I was in charge of Dynamics 365 Security
Jan12

Episode 70: Here's what I would do if I was in charge of Dynamics 365 Security

A new year represents new beginnings for a lot of people and that got me thinking on what I would do if I was beginning my tenure as the newly appointed PM of Dynamics 365 and CDS security at Microsoft? Well, I had a few things in mind, and I wanted to share them with you and Microsoft. These are the first 10 things I would do if I was a PM of Security at Microsoft. Continue Reading Gus Gonzalez’s Article on their blog CRM MVP...

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Episode 69: New Year's Resolutions…for you
Dec29

Episode 69: New Year's Resolutions…for you

For the last episode of 2019 I decided to compile a list of 12 New Year’s Resolutions for 2020. This list will include things that are challenging for some, and some that might be too easy, but every listener should be able to select at least 1 option from this list and make it a goal for the year. Get ready to take some notes and decide whether you will pick 1 or more options from this list… Continue Reading Gus...

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Episode 68: Dear Microsoft…
Dec15

Episode 68: Dear Microsoft…

Since every item in our list to Santa these holidays are all improvements to Microsoft Dynamics 365 we figured it would make more sense to just as Microsoft Directly. So I asked fellow CRM MVPs Chris, Gustaf, and Nick to jump on a mic and share their list LIVE so you can hear our reactions and recommendations to each other and to Microsoft. Guests: Chris Cognetta: 

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Episode 67: What every Solution Architect needs to know about Azure
Dec01

Episode 67: What every Solution Architect needs to know about Azure

Microsoft MVPs Antti and Kyle share their best practices and expertise regarding Microsoft Azure capabilities and features that every Solution Architect and Functional Consultant should know. They also talk about their favorite Azure features to enhance Dynamics 365 and what to look forward to in the future. Hosted by: Antti Pajunen: https://twitter.com/anttipajunen Kyle Hill: 

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Episode 66: New API Limits, New Portal Licensing, and more
Nov17

Episode 66: New API Limits, New Portal Licensing, and more

Microsoft announced some new limitations being placed on API calls and Portal visits/logins, so I invited two CRM MVPs to discuss these changes and whether organizations are on a collision course with skyrocketing licensing costs or whether they should celebrate these changes. My guests: Gustaf Westerlund: https://twitter.com/crmgustaf Nicholas Hayduk: https://twitter.com/Engineered_Code   … Continue Reading Gus Gonzalez’s...

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Episode 65: World's Best D365 developers interview Matt Barbour
Nov03

Episode 65: World's Best D365 developers interview Matt Barbour

This is a dual-podcast episode release on XrmToolCast and the CRM MVP Podcast. In this episode, Microsoft MVPs Daryl and Jonas who are two of the world’s best Dynamics 365 developers interview Matt Barbour, Principal Platform Architect for the Microsoft Power Platform. Topics discussed in this episode include: PowerApps Command Line Utility Visual Studio Dev Toolkit Data Configuration and… Continue Reading Gus...

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Episode 64: Popular MISCONCEPTIONS about MVPs
Oct20

Episode 64: Popular MISCONCEPTIONS about MVPs

There are currently ONLY 90 CRM MVPs in the World, so the chances of you directly interacting with one or more of us is very small. This lack of access to Microsoft MVPs creates a sense of mystery or perhaps misunderstanding about what MVPs are, or even more importantly what they are not. This episode is all about the common misconceptions people have about MVPs. Some of the biggest hits… Continue Reading Gus Gonzalez’s...

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Episode 63: Here's what you need to know about AI, the Power Platform, and CDS
Oct06

Episode 63: Here's what you need to know about AI, the Power Platform, and CDS

I’m not a big fan of reviewing the latest and greatest technology, those episodes never age well; but I am a big fan of former 9x Microsoft MVP and current Microsoft Global Black Belt for Power Platform Scott Sewell. Before joining Microsoft, Scott implemented Dynamics 365/CRM for organizations around the country, so his take on new technology, solutions, and innovation originating from the… Continue Reading Gus...

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Episode 62: Fact Based Consulting
Sep22

Episode 62: Fact Based Consulting

On this episode, I tackle 15 different scenarios where today’s consultants and solution architects are acting based on emotions or “feelings” rather than facts. The reality is that fact based consulting always performs better in the real world. Links: Managed vs. Unmanaged: http://crmmvppodcast.com/episode-38-managed-vs-unmanaged Setting up Security like an MVP: 

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