Reporting and analytics with Power BI
Sep22

Reporting and analytics with Power BI

This topic points you to resources that you can use to learn more about the business intelligence (BI) and reporting tools that are available. Get started Information access and reportingTech Talk: Reporting options (video)Finance and Operations: Power BI Analytics & Reporting Services blog (blog) Analytical workspaces Workspaces can use rich infographics and visuals that are… Continue Reading IOTSOLUTION.SE’s Article...

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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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Shane Young on The MVP Show
Sep16

Shane Young on The MVP Show

Full show notes available Shane Young on The MVP Show Shane Young is a SharePoint enthusiast and Microsoft MVP for the past 15 years and was named one of the first PowerApps and Flow MVPs from Cincinnati, Ohio. With 20 years of network administration, he specializes in SharePoint infrastructure, search, design, and problem-solving. Continue Reading Mark Smith nz365guy’s Article on their blog Shane Young on The MVP Show Shane...

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Account Receivable – Revenue recognition setup

The Revenue recognition module has the following setup options: Revenue recognition journalsParameters for revenue recognitionRevenue schedulesInventory setupItem groups and released productsDefining revenue scheduleDefining revenue pricePosting profilesBundlesBundle componentsBundle itemProject setup Revenue recognition journals A new journal type has been introduced for revenue… Continue Reading IOTSOLUTION.SE’s Article...

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Mergers and Acquisitions with Linda Rose
Sep14

Mergers and Acquisitions with Linda Rose

Full show notes available here https://www.nz365guy.com/246 Continue Reading Mark Smith nz365guy’s Article on their blog Mergers and Acquisitions with Linda Rose A brief introduction about Linda Rose’s family and career background Talks about Linda’s hobbies and what she does when not working A discussion about Linda’s involvement with mergers and acquisitions Linda’s story about the businesses she has...

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Dynamics 365 for Talent at Centria with Ana Inés Urrutia de Souza

Join me with Ana Inés Urrutia de Souza, a Dynamics 365 HR consultant at FourVision and a rising star in our Power Platform community. Ana shares the story behind the amazing Dynamics 365 for Talent application her team deployed at Centria, in Lima, Peru.Ana came from an HR administrator role and today is an HR application functional consultant at FourVision.Ana’s project team created a… Continue Reading Neil Benson’s...

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Dynamics 365 for Talent with Ana Inés Urrutia de Souza

Join me with Ana Inés Urrutia de Souza, a Dynamics 365 HR consultant at FourVision and a rising star in our Power Platform community. Ana shares the story behind the amazing Dynamics 365 for Talent application her team deployed at Centria, in Lima, Peru.Ana came from an HR administrator role and today is an HR application functional consultant at FourVision.Ana’s project team created a… Continue Reading Neil Benson’s...

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Ee Lane Yu on the MVP Show
Sep09

Ee Lane Yu on the MVP Show

Full show notes available Ee Lane Yu on the MVP Show Ee Lane Yu is a Dynamics Functional Consultant based in Melbourne. She originated from Malaysia and moved to Singapore 10 years ago, where Ee Lane started her career in the Dynamics world. In 2017, she was offered a job in Melbourne and had been living there ever since. Continue Reading Mark Smith nz365guy’s Article on their blog...

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Cost management – Information used in BOM calculations with standard costs
Sep08

Cost management – Information used in BOM calculations with standard costs

Bills of material (BOM) calculations use data from several sources to calculate the standard costs of a manufactured item. The sources include information about items, bills routings, indirect cost calculation formulas, and the costing version. The purchased item information that is used in a standard cost BOM calculation includes the following: Cost − A purchased item’s costs are… Continue Reading IOTSOLUTION.SE’s Article...

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Customer Success Business with Roxy Ndebumadu
Sep07

Customer Success Business with Roxy Ndebumadu

Full show notes available here: https://www.nz365guy.com/224 Continue Reading Mark Smith nz365guy’s Article on their blog Customer Success Business with Roxy Ndebumadu TODAY’S GUEST Roxy Ndebumadu Roxy Ndebumadu is a Customer Success Lead at Microsoft. She is a fighter, a survivor, a risk-taker and a storyteller who gets others to face fears and tell stories. Blog Syndicated with Mark Smith nz365guy’s...

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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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Mark Christie on The MVP Show
Sep02

Mark Christie on The MVP Show

Full show notes available https://www.nz365guy.com/231 Continue Reading Mark Smith nz365guy’s Article on their blog Mark Christie on The MVP Show Mark Christie is a Blogger, YouTuber & Podcast host who has over 11 years of experience in delivering Dynamics CE Projects. He is a Business Solutions MVP and is currently working at Incremental Group as a Principal Consultant. Blog Syndicated with Mark Smith nz365guy’s...

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Dynamics Con 2020 with Molly Fuschel

The biggest online community event of the year, Dynamics Con 2020, is just around the corner: Wednesday 9 to Thursday 10 September. I’m joined in this special episode by a special guest to discuss this special event — the event’s director, Molly Fuschel.You can register for free today at DynamicsCon.com.I’m presenting “Tell Me a Story”, which will be packed with proven practices for managing…...

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Account Payable – Automate vendor payment proposals
Sep01

Account Payable – Automate vendor payment proposals

Organizations that pay vendors on a recurring schedule can now automate the process of generating vendor payment proposals. Vendor payment proposal automations define the following details: When payment proposals are runWhat criteria are used to select the invoices that should be paidWhat vendor payment journal the resulting payments are saved in Payment proposal automations don’t… Continue Reading IOTSOLUTION.SE’s...

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Aric Levin on The MVP Show
Aug26

Aric Levin on The MVP Show

Full show notes available https://www.nz365guy.com/229 Continue Reading Mark Smith nz365guy’s Article on their blog Aric Levin on The MVP Show Aric Levin is an IT Evangelist with over 20 years of experience in implementing solutions using Microsoft technologies. He is a Microsoft Business Solutions MVP and MCT Alumni and holds multiple certifications in different Microsoft technologies. Currently, Aric consults with Fortune 500...

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Cost accounting – Financial dimensions
Aug25

Cost accounting – Financial dimensions

This topic explains the various types of financial dimensions and how they are set up. Use the Financial dimensions page to create financial dimensions that you can use as account segments for charts of accounts. There are two types of financial dimensions: custom dimensions and entity-backed dimensions. Custom dimensions are shared across legal entities, and the values are entered and… Continue Reading IOTSOLUTION.SE’s...

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Power Platform Grad Programs with Claire Rose Carmichael
Aug24

Power Platform Grad Programs with Claire Rose Carmichael

Full show notes available here https://www.nz365guy.com/242 Continue Reading Mark Smith nz365guy’s Article on their blog Power Platform Grad Programs with Claire Rose Carmichael Talks about Claire Rose Carmichael life – where she lives and what she does when not working Claire’s career background – how she got into her IT career A conversation about Claire’s involvement in the Microsoft Business...

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Estimating: how long and how much

In this second episode on estimating Microsoft Business Applications we answer your financial sponsor’s two favourite questions: How long is it going to take?How much is it going to cost? If you’re a Dynamics 365 or Power Platform project manager, business analyst, solution architect, pre-sales consultant, developer, or in business development, you’ll find out how to answer those key questions… Continue Reading...

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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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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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Joel Leichty on The MVP Show
Aug19

Joel Leichty on The MVP Show

Full show notes available https://www.nz365guy.com/227 Continue Reading Mark Smith nz365guy’s Article on their blog https://www.nz365guy.com/joel-leichty-on-the-mvp-show/ Blog Syndicated with Mark Smith nz365guy’s Permission

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Set up vendor invoice policies
Aug18

Set up vendor invoice policies

This topic explains how to set up vendor invoice policies. Vendor invoice policies are run when you post a vendor invoice by using the Vendor invoice page and when you open the vendor invoice Policy violations page. You can also configure the vendor invoice workflow to run vendor invoice policies every time that you submit an invoice to workflow. Vendor invoice policies do not apply to… Continue Reading IOTSOLUTION.SE’s...

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Skills of today’s Power Platform Architects with Rami Mounla
Aug17

Skills of today’s Power Platform Architects with Rami Mounla

Full show notes available here https://www.nz365guy.com/234 Continue Reading Mark Smith nz365guy’s Article on their blog Skills of today’s Power Platform Architects with Rami Mounla A conversation about how Rami started working with technology Rami talks about his journey to Microsoft Business Applications A discussion about Rami’s transition from On-prem ise based to Online or Cloud-based projects How effective...

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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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Sahan Wijayasekera on The MVP Show
Aug12

Sahan Wijayasekera on The MVP Show

Full show notes available https://www.nz365guy.com/225 Continue Reading Mark Smith nz365guy’s Article on their blog Sahan Wijayasekera on The MVP Show Sahan Wijayasekera is a Dynamics CRM Consultant based in Melbourne. He started his CRM journey with Dynamics CRM 3.0 and worked in various CRM implementation across many industries. A qualified and experienced individual who has an established track record with over ten years of...

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Cost accounting – Fiscal calendars, fiscal years, and periods
Aug11

Cost accounting – Fiscal calendars, fiscal years, and periods

This article discusses fiscal calendars, fiscal years and periods and how to utilize them for legal entities, fixed assets and budgeting. Fiscal calendars provide a framework for the financial activity of an organization. Each fiscal calendar contains one or more fiscal years, and each fiscal year contains multiple periods. Fiscal calendars can be based on a January 1 to December 31… Continue Reading IOTSOLUTION.SE’s...

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Power Platform Consultant with Ben Hosking
Aug10

Power Platform Consultant with Ben Hosking

Full show notes available here https://www.nz365guy.com/230 Continue Reading Mark Smith nz365guy’s Article on their blog Power Platform Consultant with Ben Hosking Ben Hosking talks about his life and family background Discussions about how Ben spends his time with his family when not working A discussion about Ben’s career journey Talks about how COVID19 crisis affected Ben’s day to day life A conversation about h...

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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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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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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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Andrew Butenko on The MVP Show
Aug05

Andrew Butenko on The MVP Show

Full show notes available https://www.nz365guy.com/223 Continue Reading Mark Smith nz365guy’s Article on their blog https://www.nz365guy.com/andrew-butenko-on-the-mvp-show/ Blog Syndicated with Mark Smith nz365guy’s Permission

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Accounts Payable – Invoice matching and intercompany purchase orders
Aug04

Accounts Payable – Invoice matching and intercompany purchase orders

The purchasing legal entity that is involved in an intercompany trade transaction might be set up to use accounts payable invoice matching. When the Post invoice with discrepancies field in the Accounts payable parameters form is set to Require approval, invoice matching validation will be performed. In this case, the posting requirements for both intercompany trade and accounts payable… Continue Reading IOTSOLUTION.SE’s...

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PowerApps Dynamics 365 and Microsoft Azure with Joe Griffin
Aug03

PowerApps Dynamics 365 and Microsoft Azure with Joe Griffin

Full show notes available here https://www.nz365guy.com/226 Continue Reading Mark Smith nz365guy’s Article on their blog PowerApps Dynamics 365 and Microsoft Azure with Joe Griffin Learn more about Joe Griffin’s life, family and career background Joe’s hobbies – what he does when he’s not working How Joe got interested in technology Discusses Microsoft Azure as his specialty The things people need to...

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Lives Lived Well with Dani Kahil
Jul30

Lives Lived Well with Dani Kahil

I’m joined by Dani Kahi, Microsoft Business Applications practice lead at Empired, who shares the story behind one of his client projects, Lives Lived Well. How the Lives Lived Well CRM project started with a review of the high-level requirementsAdopting Scrum gradually during the course of the projectThe benefit of having a scrum master (or a project manager) who is familiar with ScrumDani’s… Continue Reading Neil...

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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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Gus Gonzalez on The MVP Show
Jul29

Gus Gonzalez on The MVP Show

Full show notes available Gus Gonzalez on The MVP Show Gus Gonzalez is an 8-time Microsoft MVP and leads the vision, growth, and strategic direction at Elev8 Solutions. He has 16 years of consulting experience in the IT Industry, designing and implementing Microsoft Solutions ranging from enterprise to small environments. Continue Reading Mark Smith nz365guy’s Article on their blog...

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Number One ISV in the World with Wim Guekens
Jul27

Number One ISV in the World with Wim Guekens

Full show notes available here Number One ISV in the World with Wim Guekens Meet Wim Guekens talks about his life, family, and career background Talks about Wim’s hobbies and he does when he is not working COVID19 situation to where Wim and his family lives Talks about how Wim started having an interest in technology Wim’s transition from a system integrator to a Continue Reading Mark Smith nz365guy’s Article on...

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Number One ISV in the World with Wim Geukens
Jul27

Number One ISV in the World with Wim Geukens

Full show notes available here https://www.nz365guy.com/222 Continue Reading Mark Smith nz365guy’s Article on their blog https://www.nz365guy.com/number-one-isv-in-the-world-with-wim-geukens/ Blog Syndicated with Mark Smith nz365guy’s Permission

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Asset Management – Functional location lifecycle states
Jul27

Asset Management – Functional location lifecycle states

This topic describes how to set up functional location lifecycle states and lifecycle models in Asset Management. Functional location lifecycle states define the states that a functional location can go through, for example, created, active, and ended. You are able to view all functional locations, regardless of their lifecycle state, in the All functional locations list page. You can change… Continue Reading...

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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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Tobias Fenster on The MVP Show
Jul22

Tobias Fenster on The MVP Show

Full show notes available https://www.nz365guy.com/219 Continue Reading Mark Smith nz365guy’s Article on their blog Tobias Fenster on The MVP Show Tobias Fenster is the Chief Technology Officer (CTO) of COSMO CONSULT and responsible for all technology aspects. Born in Ulm, Tobias studied Media Informatics at Ulm University and started as a developer in the Java and Enterprise Portal world in the 1990s. Blog Syndicated with Mark...

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Use Accounts receivable to track customer invoices and incoming payments
Jul21

Use Accounts receivable to track customer invoices and incoming payments

You can create customer invoices that are based on sales orders or packing slips. You can also enter free text invoices that are not related to sales orders. You can receive payments by using several different payment types. These include bills of exchange, cash, checks, credit cards, and electronic payments. If your organization includes multiple legal entities, you can use centralized… Continue Reading IOTSOLUTION.SE’s...

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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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The Power Platform in Pharmaceuticals with Mohammad Alkhawaja
Jul20

The Power Platform in Pharmaceuticals with Mohammad Alkhawaja

Full show notes available here https://www.nz365guy.com/218 Continue Reading Mark Smith nz365guy’s Article on their blog https://www.nz365guy.com/the-power-platform-in-pharmaceuticals-with-mohammad-alkhawaja/ Blog Syndicated with Mark Smith nz365guy’s Permission

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Renato Fajdiga on The MVP Show
Jul15

Renato Fajdiga on The MVP Show

Full show notes available https://www.nz365guy.com/217 Continue Reading Mark Smith nz365guy’s Article on their blog https://www.nz365guy.com/renato-fajdiga-on-the-mvp-show/ Blog Syndicated with Mark Smith nz365guy’s Permission

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Asset management overview
Jul14

Asset management overview

Asset Management is an advanced module for managing assets and maintenance jobs in Dynamics 365 Supply Chain Management. Asset Management integrates seamlessly with several modules in Finance and Operations apps. The image below is an illustration of the interfaces to other modules in Finance and Operations. Asset Management enables you to efficiently manage and carry out tasks… Continue Reading IOTSOLUTION.SE’s Article on...

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Estimating Dynamics 365 and Power Platform Applications
Jul14

Estimating Dynamics 365 and Power Platform Applications

If you’re building Microsoft Dynamics 365, Power Apps, Power BI, Power Automate or Power Virtual Agent applications, when and how should you be estimating your requirements, releases and applications? For full show notes and transcription, visit: https://customery.com/002 We need to estimate our requirements for two reasons: time and moneyWe don’t always need to estimate our applications, but… Continue Reading Neil...

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Microsoft Business Applications Direction with Alysa Taylor
Jul13

Microsoft Business Applications Direction with Alysa Taylor

Full show notes available here: https://www.nz365guy.com/216 Continue Reading Mark Smith nz365guy’s Article on their blog Microsoft Business Applications Direction with Alysa Taylor TODAY’S GUEST Alysa Taylor Alysa Taylor is the corporate vice president for the Cloud Marketing Business Applications and Global Industry divisions at Microsoft. Blog Syndicated with Mark Smith nz365guy’s...

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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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Hitting the High Notes with Samuel Smith
Jul11

Hitting the High Notes with Samuel Smith

Mark and Iain welcome Samuel Smith onto the podcast.  Find out if we got the Tenor to sign the Wave 2 Release notes and listen to Sams journey into the world of consultancy.   Find Sam Linkedin – https://www.linkedin.com/in/samuel-smith-a75561125/ Twitter – https://twitter.com/Samsingersmith The post Hitting the High Notes with Samuel Smith appeared first on PowerPlatform Podcast. Continue Reading...

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