Announcing Hero Guard solution for Dynamics 365
Jul09

Announcing Hero Guard solution for Dynamics 365

Recently a teammate pinged me urgently to help out with a tough situation. He was about to deliver a presentation that included a carefully configured demo record (and related data) in Dynamics 365. There were several cooks in the kitchen helping test the environment to make sure everything looked good…then something happened. Often, when configuring in a demo environment, we don’t use ALM… Continue Reading Matthew...

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Minimum privileges in model-driven PowerApps
Feb26

Minimum privileges in model-driven PowerApps

When you’re building an app in the Common Data Service for Apps, how do you keep it secure? I was digging around for answers to a customer question on the docs.com site when I ran across something that made me stop in my tracks. If you’re planning on making a model-driven PowerApp, you should pay attention. Microsoft offers a minimum privilege security role that you can import to your… Continue Reading Matthew C....

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NO ADMIN REQUIRED: Launch your canvas PowerApp from a Dynamics 365 Record
Nov28

NO ADMIN REQUIRED: Launch your canvas PowerApp from a Dynamics 365 Record

My latest canvas PowerApps creation provides a streamlined interface for managing “technical close plan” records in Dynamics 365 (set of configured entities associated with Opportunities). I built this app for myself and my peers to spend less time navigating between screens when building out our close plans so that we could have timely and accurate close plans visible to the whole pursuit… Continue Reading Matthew C....

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The top 4 reasons I love docs.com
Nov12

The top 4 reasons I love docs.com

0 Your first question might be “what is docs.com?” and that’s fair. You may have heard of docs.microsoft.com, which is what it redirects to (or maybe you already figured that out by typing it in your own browser…). Over the course of the last year (?) Microsoft has made a very notable push to consolidate their public-facing documentation all to… Continue Reading Matthew C. Anderson’s Article on their...

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XRM Toolbox with Dynamics 365 and Model Driven PowerApps
Nov01

XRM Toolbox with Dynamics 365 and Model Driven PowerApps

To anyone building model-drive PowerApps, Dynamics 365 for Customer Engagement, or the Common Data Service for Apps, XRM Toolbox needs to be your friend. In a recent Implement This podcast episode I discussed a couple of favorite tools in the toolbox. Specifically we talk about: Iconator and making icons Bulk Workflow Execution tool Other related topics View the full show notes (and the… Continue Reading Matthew C....

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Cascade Rules in the Common Data Service for Apps
Oct23

Cascade Rules in the Common Data Service for Apps

Get my latest updates in your inbox Subscribe here and get notified about my posts, how-tos, videos, and other update right in your email inbox. Thank you for subscribing. Something went wrong. I respect your privacy and take protecting it seriously. I will not share your email address! Continue Reading Matthew C. Anderson’s Article on their blog

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What happened in June 2018
Jul09

What happened in June 2018

0 First off, if you’re not watching Dynamics Fortnight Fridays, you’re missing out. It’s a bi-weekly (fortnightly, and no, not that Fortnite) streaming video about what’s new and interesting with Dynamics. It covers notable news, important blog posts, and has some live discussion about Customer Engagement, Finance, Operations, and the tools related to… Continue Reading Matthew C. Anderson’s Article on their...

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Quick Update – Connecting the Data
Jul09

Quick Update – Connecting the Data

0 First off, if you’re not watching Dynamics Fortnight Fridays, you’re missing out. It’s a bi-weekly (fortnightly, and no, not that Fortnite) streaming video about what’s new and interesting with Dynamics. It covers notable news, important blog posts, and has some live discussion about Customer Engagement, Finance, Operations, and the tools… Continue Reading Matthew C. Anderson’s Article on their...

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Dynamics 365 and Flow – Implement This Podcast
Nov16

Dynamics 365 and Flow – Implement This Podcast

At a local Dynamics-team meeting, we had a healthy discussion about Microsoft Flow and its fit for business applications as a cross-platform workflow engine. I’ve been a long-time user of If This Then That (IFTTT) and I’m excited at the prospects of having this kind of service-connecting tool right here within the Microsoft toolset. It shows the embracing of Connecting the Data with 3rd party… Continue...

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Dynamics 365 Workflow Foundations – Implement This Podcast
Oct24

Dynamics 365 Workflow Foundations – Implement This Podcast

  Show Notes: The Dynamics 365 Workflow engine, which is the behind-the-scenes part of the process engine, is massively powerful. For host Britta Rekstad, who has presented on how to use Dynamics workflow at multiple conferences, this is an absolutely critical aspect of the platform for new admins to understand. Co-host Matthew C. Anderson shares about how some of his early experiences in… Continue Reading Matthew C....

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ProdCast: Productivity Tools Update
Sep25

ProdCast: Productivity Tools Update

Joel and I revisit our discussion about productivity tools. This time we discuss: Moment for IOS Focus – Screen Free Driving Quality Time for Android Passion Planner That’s not productive: Multitasking http://prodcast.libsyn.com/prodcast-16-productivity-tools-update Subscribe to the Podcast: Apple Podcasts | Google Play | RSS The post ProdCast: Productivity Tools Update appeared first… Continue Reading Matthew C....

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ProdCast: Procrastination vs. Patience – Connecting the Data
Sep12
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ProdCast: Procrastination vs. Patience
Sep12

ProdCast: Procrastination vs. Patience

Have you ever had a situation where a little delay makes the difference between an “important request” and “never mind…”? Joel and I talk about walking that fine line on using procrastination as a tool to see whether some tasks may not be worth acting on ASAP. ProdCast 15: Procrastination vs. Patience This episode is sponsored by KingswaySoft. We revisit the topic of procrastination this week. When is it...

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Engage Customers – Dynamics 365 + Content Management Systems
Aug31
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ProdCast: Discussing “Good Enough”
Aug16

ProdCast: Discussing “Good Enough”

How do you figure out when you hit that point of diminishing returns? Joel and Matt cover a few real-world examples… ProdCast: The Personal Productivity Podcast A podcast about personal productivity, getting more done with the time you have, avoiding procrastination, and being more efficient. We separate the hype from productivity tools and talk about ways to use your email and task list to become more productive. Subscribe to...

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ProdCast: Discussing “Good Enough” – Connecting the Data
Aug16
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ProdCast: Weekly Planning
Jul27

ProdCast: Weekly Planning

How do you prepare yourself to have a productive week? Matt asks Joel for feedback on his weekly planning routine and swap a few ideas to shake things up. ProdCast 12: Weekly Planning In this episode Matthew C Anderson and Joel Lindstrom discuss how to do a weekly self-evaluation planning session. How effectively are you meeting your goals? Prioritizing what’s important You’re not as busy as you think you are The Systems...

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ProdCast: PC vs Mobile email
Jul12
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Dynamics 365 Business Edition: What’s in store?
Jul06

Dynamics 365 Business Edition: What’s in store?

It’s not often that Microsoft holds a webinar where they cover so many upcoming Microsoft Dynamics 365 features that are in preview (unless it is shown under the cover of a nondisclosure agreement). But in late June, it was like Dynamics Festivus came early. There were many exciting details shared during the June “Executive Briefing” from Microsoft…but it also left some questions. What’s the…...

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ProdCast: Overcoming Mental Blockers
Jun29

ProdCast: Overcoming Mental Blockers

How do you get past those little barriers that keep you from doing the things you know you should do? Joel and Matt talk about how they try to deal with this. ProdCast 10: Overcoming Mental Blockers In this episode (sponsored by Kingswaysoft and AlexaCRM), we talk about mental blockers–tasks that you have on your to-do list that you don’t want to do or have difficulty motivating yourself to...

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ProdCast: Overcoming Mental Blockers – Connecting the Data
Jun29
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ProdCast: Productive Meetings – Connecting the Data
Jun15
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ProdCast: Productive Meetings
Jun15

ProdCast: Productive Meetings

Do you feel like you could get more out of your meetings? Joel Lindstrom and Matthew C. Anderson cover their top 3 tips for hosting productive meetings. ProdCast 9: Productive Meetings Many people hate meetings, but they are an unavoidable part of work life. And if they are conducted effectively, meetings can be very productive. In this episode, Matthew C Anderson and Joel Lindstrom cover their top tips for running productive...

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ProdCast: Clean up your OneNote
Jun01
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ProdCast: Wunderlist vs. To-Do – Connecting the Data
May18
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ProdCast: Wunderlist vs. To-Do
May18

ProdCast: Wunderlist vs. To-Do

Were you disappointed by Microsoft’s announcement about the future of Wunderlist and To-Do? Joel Lindstrom and Matthew C. Anderson have an open therapy session and figure out how they’ll move forward. ProdCast 7: Wunderlist vs. To-Do In this episode, we compare our favorite task app Wunderlist with it’s new successor Microsoft To-Do. We look at what we like about the new app, and what is missing. A big reason I use...

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Run more effective meetings by pre-writing your “recap” summary
Apr11
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Drive Higher User Adoption with Learning Path in Dynamics 365
Mar29
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Enable the Hidden Microsoft Outlook QueryBuilder
Mar23
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