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...
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...
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
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...
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
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...
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...
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...
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...
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...
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
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...
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...
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
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...
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...
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...
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...
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...
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...
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...
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,...
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,...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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:
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...
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…...
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...
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...
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...
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...
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...
Estimating: How Much and How Long
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...
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...
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
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
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...
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...
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,...
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...
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...
