Microsoft Dataverse
Nov26

Microsoft Dataverse

In today’s podcast, Joel Lindstrom and George Doubinski talk about Dataverse, the new name of Common Data Service. Microsoft has also renamed some of the CDS components. Entities are now tables, Option Sets are now choices, and fields are not columns. These new names may be confusing for long time platform users, but they move the platform to be more consistent with other platforms and will… Continue Reading Joel...

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Aurelien Clere on The MVP Show
Nov25

Aurelien Clere on The MVP Show

Full show notes available https://www.nz365guy.com/263 Continue Reading Mark Smith nz365guy’s Article on their blog https://www.nz365guy.com/aurelien-clere-on-the-mvp-show/ Blog Syndicated with Mark Smith nz365guy’s Permission

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Why have a scrum master when we could have an agile project manager?

Carolle Bruce, Director of Information Technology at Avcorp Industries in Vancouver, asks, “What’s the best argument for when senior management says, ‘All this agile stuff is great but I don’t see why you’d have a scrum master on your project when you could have an agile PM instead.’?”There are some important differences between the role and responsibilities of a project manager and a...

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Eric Sauve on The MVP Show
Nov18

Eric Sauve on The MVP Show

Full show notes available https://www.nz365guy.com/253 Continue Reading Mark Smith nz365guy’s Article on their blog https://www.nz365guy.com/eric-sauve-on-the-mvp-show/ Blog Syndicated with Mark Smith nz365guy’s Permission

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How to Grow Your Career with Melissa Sassi
Nov16

How to Grow Your Career with Melissa Sassi

Full show notes available here https://www.nz365guy.com/266 Continue Reading Mark Smith nz365guy’s Article on their blog How to Grow Your Career with Melissa Sassi Melissa’s experience working with Microsoft and her background in Microsoft Airband Initiative The importance of having access to technology A conversation about Melissa’s current role Introduction to digital inclusion and what is Melissa doing in this...

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Should we have a standard set of user stories for Microsoft business applications?

David Mochrie, a Power Platform consultant at Magnetism in Auckland, asks, “Should we have a standard set of user stories for Dynamics 365?”A long time ago, I tried to make it easy to write detailed user interface design specifications for Dynamics CRM using a wireframe prototyping tool called Axure RP Pro.I spent hundreds of hours building replicas of hundreds of Dynamics CRM screens that I… Continue Reading Neil...

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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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Denis Macchinetti on The MVP Show
Nov11

Denis Macchinetti on The MVP Show

Full show notes available Denis Macchinetti on The MVP Show Denis Macchinetti is an ERP technical consultant with 25+ years of experience. In these years, he has a full understanding of the full life cycle of a software development project. He also has experience in learning and excelling at new technologies as needed. Continue Reading Mark Smith nz365guy’s Article on their blog Denis Macchinetti on The MVP Show Denis...

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Dynamics 365 manufacturing accelerator or how to take care of your suppliers
Nov10

Dynamics 365 manufacturing accelerator or how to take care of your suppliers

The Dynamics 365 manufacturing accelerator release enables manufacturers to quickly develop solutions or extend sample applications tailored to business needs. This accelerator helps facilitate intelligent supplier relationship management and onboarding. We provide a manufacturing data model, sample power portal, sample apps, automated templates, and Power BI dashboards. This creates a… Continue Reading IOTSOLUTION.SE’s...

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ISV Journey and Experience with Nathan Vanblaere
Nov09

ISV Journey and Experience with Nathan Vanblaere

Full show notes available here https://www.nz365guy.com/258 Continue Reading Mark Smith nz365guy’s Article on their blog ISV Journey and Experience with Nathan Vanblaere Nathan Vanblaere is the founder of Thrives, a Dynamics 365 ISV and Consulting C ompany. Active in the Dynamics 365 field since 2010, combining various roles from technical consulting to functional consulting and sales. His current role, he talks with a lot of...

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How can we adopt Scrum for Dynamics 365 Business Central projects?

Anand Kushalnagar, a project manager at Nexon Asia Pacific in Sydney, asks, “At the moment, we are using a hybrid implementation approach for our projects. How can you deliver Dynamics 365 business central projects in a fully agile methodology when there are so many dependencies between the various modules?”You can transition to Scrum gradually by introducing one or two agile practices to your… Continue Reading Neil...

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Saurav Dhyani on The MVP Show
Nov04

Saurav Dhyani on The MVP Show

Full show notes available https://www.nz365guy.com/255 Continue Reading Mark Smith nz365guy’s Article on their blog Saurav Dhyani on The MVP Show Saurav Dhyani on The MVP Show Full Show notes can be found here: https://www.nz365guy.com/255 MVP Show notes Talks about Saurav Dhyani’s life and family A conversation about the life of being a parent Blog Syndicated with Mark Smith nz365guy’s...

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How can we be sure we've captured all requirements?

Mark Llewellyn, Director of Technology at Osmosys Software Solutions in London asks, “How can you be sure you’ve captured all the requirements?”Traditional approaches, like Microsoft Dynamics Sure Step, pretend that we can capture all the requirements upfront at the start of a project before we’ve started development.Upfront requirements analysis doesn’t work. You can’t capture requirements...

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Scrum Guide 2020 launch event

This year, Scrum is celebrating its 25th anniversary. To celebrate, the Scrum Guide 2020 is being published at a free global launch event at 10:00 EST on Wednesday 18 November 2020. Click here to register for the Scrum Guide 2020 launch event The launch event is being hosted on Zoom, and the largest Zoom plan has an attendee limit of 1,000. Register for the event today, and join the session early… Continue Reading Neil...

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From Dynamics Practice to the Power Platform with Phil Topness
Nov02

From Dynamics Practice to the Power Platform with Phil Topness

Full show notes available here: https://www.nz365guy.com/244 Continue Reading Mark Smith nz365guy’s Article on their blog From Dynamics Practice to the Power Platform with Phil Topness TODAY’S GUEST Phil Topness Phil is irrationally excited about applying technology to help people better do what they need to do. He helps the world’s largest organizations maximize their results from Microsoft Power Platform as part of...

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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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In-line code editor and Project Oakdale

It’s autumn in the the US, the leaves are falling, and we are back with another episode of CRM Audio. In today’s episode, Joel Lindstrom, George Doubinski, and Shawn Tabor talk about George’s new in-line code editor function for Power Automate–how does it work, why would you want to use it over plain expressions, and is it secure? We also get into Oakdale, the new light version of Common Data… Continue...

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Kuldeep Gupta on The MVP Show
Oct28

Kuldeep Gupta on The MVP Show

Full show notes available https://www.nz365guy.com/247 Continue Reading Mark Smith nz365guy’s Article on their blog https://www.nz365guy.com/kuldeep-gupta-on-the-mvp-show/ Blog Syndicated with Mark Smith nz365guy’s Permission

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Electronic messaging

This topic provides overview and setup information for electronic messaging.Recently, the governments and legislative authorities of various countries and regions around the world have implemented reporting requirements for companies that are registered in those countries or regions. The purpose of the requirements is to enable data to be obtained from those companies in electronic format,… Continue Reading...

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Incorporating Power Apps in the Utilities Industry with Lars Peterson
Oct26

Incorporating Power Apps in the Utilities Industry with Lars Peterson

Full show notes available here https://www.nz365guy.com/254 Continue Reading Mark Smith nz365guy’s Article on their blog https://www.nz365guy.com/incorporating-power-apps-in-the-utilities-industry-with-lars-peterson/ Blog Syndicated with Mark Smith nz365guy’s Permission

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David Musgrave on The MVP Show
Oct21

David Musgrave on The MVP Show

Full show notes available https://www.nz365guy.com/245 Continue Reading Mark Smith nz365guy’s Article on their blog David Musgrave on The MVP Show David Musgrave is the Managing Director of his own development and consulting business. Based in the suburb of Winthrop in Perth, Western Australia, Winthrop Development Consultants offers a range of Microsoft Dynamics GP add-on products as well as development, consulting and training...

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Q&A: Product Owners and Dynamics 365

Welcome to a season of Q&A episodes on the Amazing Applications podcast where Neil Benson, Microsoft MVP, will do his best to answer your questions about building amazing applications.Neal Carty, a Business Solutions Consultant at Traction On Demand in Toronto asks: How does the Professional Scrum Product Owner certification compare to the Professional Scrum Master certification, and is it… Continue Reading Neil...

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Inventory management – Inventory journals
Oct20

Inventory management – Inventory journals

This topic describes how you can use inventory journals to post various types of physical inventory transactions. The inventory journals in Supply Chain Management are used to post physical inventory transactions of various types, such as the posting of issues and receipts, inventory movements, the creation of bills of materials (BOMs), and the reconciliation of physical inventory. All… Continue Reading IOTSOLUTION.SE’s...

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Finding work when you lose your job due to Covid with Mary Thompson
Oct19

Finding work when you lose your job due to Covid with Mary Thompson

Full show notes available here https://www.nz365guy.com/250 Continue Reading Mark Smith nz365guy’s Article on their blog Finding work when you lose your job due to Covid with Mary Thompson Meet Mary Thompson and learn more about her origin story – family life Career background of Mary Thompson How Mary started having an interest in Microsoft technology – her journey What led Mary into the Dynamics community How D365...

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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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Lisa Crosbie on The MVP Show
Oct14

Lisa Crosbie on The MVP Show

Full show notes available https://www.nz365guy.com/243 Continue Reading Mark Smith nz365guy’s Article on their blog https://www.nz365guy.com/lisa-crosbie-on-the-mvp-show/ Blog Syndicated with Mark Smith nz365guy’s Permission

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Cash and bank management – Cash flow forecasting
Oct13

Cash and bank management – Cash flow forecasting

You can use the cash flow forecasting tools to analyze upcoming cash flow and currency requirements, so that you can estimate the company’s future need for cash. To obtain a forecast of the cash flow, you must complete the following tasks: Identify and list all the liquidity accounts. Liquidity accounts are the company’s accounts for cash or cash equivalents.Configure the behavior for… Continue Reading...

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Power Platform Businesses Investments with Jeff York
Oct12

Power Platform Businesses Investments with Jeff York

Full show notes available here: Power Platform Businesses Investments with Jeff York TODAY’S GUEST Jeff York Jeff York is the CFO for the Microsoft Business Applications group. In his role, he leads a multi-functional finance team responsible for driving growth and adoption of Dynamics 365 and Power Platform (Power BI, Power Apps and Power Automate). Continue Reading Mark Smith nz365guy’s Article on their blog Power...

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Ulrik Breval Carlsson on The MVP Show
Oct07

Ulrik Breval Carlsson on The MVP Show

Full show notes available https://www.nz365guy.com/241 Continue Reading Mark Smith nz365guy’s Article on their blog https://www.nz365guy.com/ulrik-breval-carlsson-on-the-mvp-show/ Blog Syndicated with Mark Smith nz365guy’s Permission

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Inventory management – Set up an item arrival overview profile
Oct06

Inventory management – Set up an item arrival overview profile

This topic focuses on the setup of an arrival overview profile. The arrival overview profile is a collection of rules that will be applied when the Arrival overview page is opened by a user. You can use this procedure in demo data company USMF. This procedure would typically be carried out by a receiving clerk. In the navigation pane, go to Modules > Inventory management > Setup >… Continue Reading...

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Softomotive and Robotic Process Automation with Kent Weare
Oct05

Softomotive and Robotic Process Automation with Kent Weare

Full show notes available here: https://www.nz365guy.com/228 Continue Reading Mark Smith nz365guy’s Article on their blog Softomotive and Robotic Process Automation with Kent Weare TODAY’S GUEST Kent Weare Kent Weare is a technology enthusiast who is focused on Integration and Automation using Microsoft Technologies like Power Automate, Azure Logic Apps, Power Virtual Agents and the rest of the Power Platform. He is an...

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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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Sheila Shahpari on The MVP Show
Sep30

Sheila Shahpari on The MVP Show

Full show notes available https://www.nz365guy.com/239 Continue Reading Mark Smith nz365guy’s Article on their blog Sheila Shahpari on The MVP Show Sheila Shahpari is a software engineer and Microsoft Business Applications MVP. She has served in many roles within the professional services industry, starting her career as a programmer and software development consultant. Also, Sheila provides technical guidance and services to...

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Account Receivable – Set up and process recurring invoices
Sep29

Account Receivable – Set up and process recurring invoices

Create a recurring free text invoice template To invoice customers for the same services on a regular basis, you must define a free text invoice template that can be reused to create the invoices. This template contains the following information: Header information, such as tax groups, terms of payment, and the method of paymentLine information, such as the service description, revenue… Continue Reading IOTSOLUTION.SE’s...

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Hackathons with William Dorrington
Sep28

Hackathons with William Dorrington

Full show notes available here https://www.nz365guy.com/238 Continue Reading Mark Smith nz365guy’s Article on their blog Hackathons with William Dorrington Find out William Dorrington’s real name Career background of William A conversation about Williams educational background How William started in Business Applications world A discussion about the TDG Community Worldwide William’s involvement with TDG and who are...

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Have you ever fired a client?

I had to fire a client this week.I felt terrible that I wasn’t able to help, yet relieved that I stuck to my approach and my principles.Listen in to find out what happened. Support the show (https://www.patreon.com/amazingapps) Continue Reading Neil Benson’s Article on their blog No Title No Description Blog Syndicated with Neil Benson’s...

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Connection References

Microsoft released a public preview of Connection References, which store Power Automate (and some Power App) connections in solutions, and prompt for connection when the solution is moved to another environment. This is a big deal because currently connections are not moved with solutions, which means that Power Automate flows are not connected after the solution is moved, and editing flows… Continue Reading Joel Lindstrom,...

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Paul Culmsee on The MVP Show
Sep23

Paul Culmsee on The MVP Show

Full show notes available https://www.nz365guy.com/237 Continue Reading Mark Smith nz365guy’s Article on their blog Paul Culmsee on The MVP Show Paul Culmsee is an IT veteran of 30 years, Management Consultant, Microsoft Business Solutions MVP, Sensemaker, award-winning author and the director of Seven Sigma Business Solutions. Based in Perth, Western Australia. Specialized in sensemaking, design thinking, strategic planning,...

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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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SCOTtish summit 2021

On February the 27th Scottish Summit 2021 will come to you as a virtual event. With over 250 sessions from all Microsoft technologies. You need to register for your FREE ticket and download the Scottish Summit App to see all the great sessions.