Everyone misplaces things from time to time. Keys, airpods, sunglasses, wallet; anger, confidence, sense of entitlement... JavaScript in Power Pages is no exception. I know there is script, I can see that annoying debugger keyword, I just have no idea where the fuck did it come from. In this episode of Refresh the Cache Nick and I discuss all the possible locations where script can be hidden in Power Pages while contemplating using Dropbox as a source control alternative. And remember - we never truly lose any material possessions. We only temporarily misplace them. Credits Cover Image by 2211438 from Pixabay.  References  Using Fiddler AutoResponder: https://learn.microsoft.com/power-apps/developer/model-driven-apps/streamline-javascript-development-fiddler-autoresponder Browser dev tools: https://learn.microsoft.com/microsoft-edge/devtools-guide-chromium/overview Engineered Code  Where’s That Dynamics 365 Portals Code? Part 1, 2, 3, and 4. Power Pages Tip #212 Stand alone JS File using Web Template Power Pages Tip #215 Web Template MIME Type    Get in touch  voice@crm.audio Nick Hayduk @Engineered_Code George Doubinski @georgedude 

Everyone misplaces things from time to time. Keys, airpods, sunglasses, wallet; anger, confidence, sense of entitlement... JavaScript in Power Pages is no exception. I know there is script, I can see that annoying debugger keyword, I just have no idea where the fuck did it come from. In this episode of Refresh the Cache Nick and I discuss all the possible locations where script can be hidden in Power Pages while contemplating using Dropbox as a source control alternative. And remember - we never truly lose any material possessions. We only temporarily misplace them. Credits Cover Image by <a href="https://pixabay.com/users/2211438-2211438/" rel="nofollow" target="_blank">2211438</a> from <a href="https://pixabay.com/" rel="nofollow" target="_blank">Pixabay</a>.  References <ul> <li>Using Fiddler AutoResponder: <a href="https://learn.microsoft.com/en-us/power-apps/developer/model-driven-apps/streamline-javascript-development-fiddler-autoresponder" rel="noopener noreferrer nofollow" target="_blank">https://learn.microsoft.com/power-apps/developer/model-driven-apps/streamline-javascript-development-fiddler-autoresponder</a></li> <li>Browser dev tools: <a href="https://learn.microsoft.com/en-us/microsoft-edge/devtools-guide-chromium/overview" rel="noopener noreferrer nofollow" target="_blank">https://learn.microsoft.com/microsoft-edge/devtools-guide-chromium/overview</a></li> <li>Engineered Code <ul> <li><a href="https://www.engineeredcode.com/blog/wheres-that-dynamics-365-portals-code-part-1" rel="noopener noreferrer nofollow" target="_blank">Where’s That Dynamics 365 Portals Code? Part 1</a>, <a href="https://www.engineeredcode.com/blog/wheres-that-dynamics-365-portals-code-part-2" rel="noopener noreferrer nofollow" target="_blank">2</a>, <a href="https://www.engineeredcode.com/blog/wheres-that-dynamics-365-portals-code-part-3" rel="noopener noreferrer nofollow" target="_blank">3</a>, and <a href="https://www.engineeredcode.com/blog/wheres-that-dynamics-365-portals-code-part-4" rel="noopener noreferrer nofollow" target="_blank">4</a>.</li> <li><a href="https://www.youtube.com/watch?v=3HS8dhVPTIs" rel="noopener noreferrer nofollow" target="_blank">Power Pages Tip #212 Stand alone JS File using Web Template</a></li> <li><a href="https://www.youtube.com/watch?v=7wSDfszRju0" rel="noopener noreferrer nofollow" target="_blank">Power Pages Tip #215 Web Template MIME Type</a></li> </ul> </li> </ul> Get in touch <ul> <li><a href="mailto:voice@crm.audio" rel="noopener noreferrer nofollow">voice@crm.audio</a></li> <li>Nick Hayduk <a href="https://twitter.com/Engineered_Code" rel="nofollow" target="_blank">@Engineered_Code</a></li> <li>George Doubinski <a href="https://twitter.com/georgedude" rel="nofollow" target="_blank">@georgedude</a></li> </ul>

The Hunt for Script October or Where TF Did You Put That Script

Raising kids is not an easy task. Nor it is cheap. If you need to talk to your bank about refinancing your mortgage to renovate the house according to the building permit you are yet to apply for and, in case your house is old and potentially has some led paint or asbestos, you would also be trying to keep the kids out of that very house as much as possible by enrolling them in the after-school classes THEN you are in pure luck. All your challenges can be solved by installing a trifecta of Power Pages scenario-based templates. In this episode of Refresh the Cache, Nick &amp; I dive into the Power Pages templates; the good, the bad, and the ugly sides, what they are good for and where they shouldn’t be touched. We also answer some important questions such as are there any assets with the prefix "new_", is numbering your pages bad, and who gets a participation medal? To find out, as they say, listen ’till the end! Credits Cover image by  Christiana Mergan from  Pixabay. Get in touch  voice@crm.audio Nick Hayduk @Engineered_Code George Doubinski @georgedude 

Raising kids is not an easy task. Nor it is cheap. If you need to talk to your bank about refinancing your mortgage to renovate the house according to the building permit you are yet to apply for and, in case your house is old and potentially has some led paint or asbestos, you would also be trying to keep the kids out of that very house as much as possible by enrolling them in the after-school classes THEN you are in pure luck. All your challenges can be solved by installing a trifecta of Power Pages scenario-based templates. In this episode of Refresh the Cache, Nick &amp; I dive into the <a href="https://learn.microsoft.com/power-pages/templates/" rel="nofollow" target="_blank">Power Pages templates</a>; the good, the bad, and the ugly sides, what they are good for and where they shouldn’t be touched. We also answer some important questions such as are there any assets with the prefix "new_", is numbering your pages bad, and who gets a participation medal? To find out, as they say, listen ’till the end! Credits Cover image by <a href="https://pixabay.com/users/econnekt-7675367/?utm_source=link-attribution&amp;utm_medium=referral&amp;utm_campaign=image&amp;utm_content=3567215" rel="nofollow" target="_blank"> Christiana Mergan</a> from <a href="https://pixabay.com//?utm_source=link-attribution&amp;utm_medium=referral&amp;utm_campaign=image&amp;utm_content=3567215" rel="nofollow" target="_blank"> Pixabay</a>. Get in touch <ul> <li><a href="mailto:voice@crm.audio" rel="noopener noreferrer nofollow">voice@crm.audio</a></li> <li>Nick Hayduk @Engineered_Code</li> <li>George Doubinski @georgedude</li> </ul>

Life As a Template

In the good old days (insert an old man yelling at the skies image) we didn't have release waves. Instead, every 2-3 years we had a tsunami. Since those days Microsoft has transformed releases into a pacifying surf ranch with persistent but not exactly heart stopping waves. Starting Wave 1, 2023 Power Pages now have a well-deserved their own break in the release plan. Of course, Nick and I couldn't resist dusting off our surf boards. But if you're not excited by Export to CSV feature, we have nothing to talk about. References  Power Pages release plan Content management in Power Apps portals, bork-bork style. Package/solution deployer XrmToolBox Portal Record Mover Alternatives to Bootstrap  Materialize Pure CSS Tailwind   Migrate to Bootstrap 5 🤕  Credits Cover photos by David Cleverley and Eduardo Drapier on Unsplash Get in touch  voice@crm.audio Nick Hayduk @Engineered_Code George Doubinski @georgedude 

In the good old days (insert an old man yelling at the skies image) we didn't have release waves. Instead, every 2-3 years we had a tsunami. Since those days Microsoft has transformed releases into a pacifying surf ranch with persistent but not exactly heart stopping waves. Starting Wave 1, 2023 Power Pages now have a well-deserved their own break in the release plan. Of course, Nick and I couldn't resist dusting off our surf boards. But if you're not excited by Export to CSV feature, we have nothing to talk about. References <ul> <li><a href="https://experience.dynamics.com/releaseplans/?app=Power+Pages" rel="nofollow" target="_blank">Power Pages release plan</a></li> <li><a href="https://youtu.be/DmmNMshWid8" rel="noopener noreferrer nofollow" target="_blank">Content management in Power Apps portals, bork-bork style.</a></li> <li><a href="https://learn.microsoft.com/power-platform/alm/package-deployer-tool" rel="noopener noreferrer nofollow" target="_blank">Package/solution deployer</a></li> <li><a href="https://www.xrmtoolbox.com/plugins/MscrmTools.PortalRecordsMover/" rel="noopener noreferrer nofollow" target="_blank">XrmToolBox Portal Record Mover</a></li> <li>Alternatives to Bootstrap <ul> <li><a href="https://materializecss.com/" rel="noopener noreferrer nofollow" target="_blank">Materialize</a></li> <li><a href="https://purecss.io" rel="noopener noreferrer nofollow" target="_blank">Pure CSS</a></li> <li><a href="https://tailwindcss.com/" rel="noopener noreferrer nofollow" target="_blank">Tailwind</a></li> </ul> </li> <li><a href="https://getbootstrap.com/docs/5.0/migration/" rel="noopener noreferrer nofollow" target="_blank">Migrate to Bootstrap 5</a> 🤕</li> </ul> Credits Cover photos by <a href="https://unsplash.com/@davidnzcreatif?utm_source=unsplash&amp;utm_medium=referral&amp;utm_content=creditCopyText" rel="noopener noreferrer nofollow" target="_blank">David Cleverley</a> and <a href="https://unsplash.com/@dudrapier?utm_source=unsplash&amp;utm_medium=referral&amp;utm_content=creditCopyText" rel="noopener noreferrer nofollow" target="_blank">Eduardo Drapier</a> on <a href="https://unsplash.com/photos/mQ-HpSAlGEs?utm_source=unsplash&amp;utm_medium=referral&amp;utm_content=creditCopyText" rel="noopener noreferrer nofollow" target="_blank">Unsplash</a> Get in touch <ul> <li><a href="mailto:voice@crm.audio" rel="noopener noreferrer nofollow">voice@crm.audio</a></li> <li>Nick Hayduk @Engineered_Code</li> <li>George Doubinski @georgedude</li> </ul>

Release Tsunami 2023

In today's episode (technically, last year's) episode of Refresh the Cache, George and Nick talk to Dileep Singh, Principal Program Manager Lead for Power Pages. We discuss Gimli Glider, security, and growing with the product. Acronyms casually dropped in the conversation   MAU - Monthly Active Users IdP - Identity Provider   References  Humble Pi: When Math Goes Wrong in the Real World: Parker, Matt: 9780593084687: Amazon.com: Books  Microsoft Power Pages Community - Power Platform Community Power Pages Ideas · Community (microsoft.com)  Copyrights and licenses Artwork by @dreamstudioai The following music was used for this media project:  Music: There It Is by Kevin MacLeod Free download: https://filmmusic.io/song/4519-there-it-is License (CC BY 4.0): https://filmmusic.io/standard-license  Get in touch  voice@crm.audio Nick Hayduk @Engineered_Code George Doubinski @georgedude Dileep Singh @rulesrchange https://www.linkedin.com/in/rulesrchanged/  

In today's episode (technically, last year's) episode of Refresh the Cache, George and Nick talk to Dileep Singh, Principal Program Manager Lead for Power Pages. We discuss Gimli Glider, security, and growing with the product. Acronyms casually dropped in the conversation <ul> <li> MAU - Monthly Active Users</li> <li>IdP - Identity Provider</li> </ul>  References <ul> <li><a href="https://www.amazon.com/Humble-Pi-When-Wrong-World/dp/0593084683" rel="nofollow" target="_blank">Humble Pi: When Math Goes Wrong in the Real World: Parker, Matt: 9780593084687: Amazon.com: Books</a></li> <li><a href="https://powerusers.microsoft.com/t5/Microsoft-Power-Pages-Community/ct-p/MPPCommunity" rel="nofollow" target="_blank"> Microsoft Power Pages Community - Power Platform Community</a></li> <li><a href="https://ideas.powerpages.microsoft.com/d365community/" rel="nofollow" target="_blank">Power Pages Ideas · Community (microsoft.com)</a></li> </ul> Copyrights and licenses Artwork by @dreamstudioai The following music was used for this media project: <ul> <li>Music: There It Is by Kevin MacLeod</li> <li>Free download: <a href="https://filmmusic.io/song/4519-there-it-is" rel="noopener noreferrer nofollow" target="_blank">https://filmmusic.io/song/4519-there-it-is</a></li> <li>License (CC BY 4.0): <a href="https://filmmusic.io/standard-license" rel="noopener noreferrer nofollow" target="_blank">https://filmmusic.io/standard-license</a></li> </ul> Get in touch <ul> <li><a href="mailto:voice@crm.audio">voice@crm.audio</a></li> <li>Nick Hayduk @Engineered_Code</li> <li>George Doubinski @georgedude</li> <li>Dileep Singh @rulesrchange <a href="https://www.linkedin.com/in/rulesrchanged/" rel="nofollow" target="_blank">https://www.linkedin.com/in/rulesrchanged/</a> </li> </ul>

Program Manager in Principal

Long, long time ago, in the universe far away, Nick Doelman and Colin Vermander had a dream of making a podcast about ADX Portals, I mean Dynamics 365 Portals, I mean Power Apps portals, I mean Power Pages that would rival the entire Microsoft's media department. As often is the case, Microsoft decided to put an end to it by buying out hiring the entire population of Canada both. In this episode of Refresh the Cache we talk to Nick Doelman about his journey from a humble IT guy to MVP to a portal go-to trainer, and now chief explainer senior content developer on Microsoft docs team. Why the move, how did it change the work/life balance, what did Nick do for Canada (unlike his football team) - those are just some of the things we talk about. We talk pretty much about everything except curling. Which is a shame if you ask me. Get in touch  voice@crm.audio Nick Hayduk @Engineered_Code George Doubinski @georgedude Nick Doelman @readyxrm  Artwork by @dreamstudioai

Long, long time ago, in the universe far away, Nick Doelman and Colin Vermander had a dream of making a podcast about ADX Portals, I mean Dynamics 365 Portals, I mean Power Apps portals, I mean Power Pages that would rival the entire Microsoft's media department. As often is the case, Microsoft decided to put an end to it by buying out hiring the entire population of Canada both. In this episode of Refresh the Cache we talk to Nick Doelman about his journey from a humble IT guy to MVP to a portal go-to trainer, and now chief explainer senior content developer on Microsoft docs team. Why the move, how did it change the work/life balance, what did Nick do for Canada (unlike his football team) - those are just some of the things we talk about. We talk pretty much about everything except curling. Which is a shame if you ask me. Get in touch <ul> <li><a href="mailto:voice@crm.audio">voice@crm.audio</a></li> <li>Nick Hayduk @Engineered_Code</li> <li>George Doubinski @georgedude</li> <li>Nick Doelman @readyxrm</li> </ul> Artwork by @dreamstudioai

The Dark Side of the Moon

Daily logins are like daily gym visits: everyone says they do it every day, but reality begs to differ. Nick and George talk about new Power Pages licensing, monthly active users and more in episode 29 (or 2 in "After Nick Doelman" era).  https://powerpages.microsoft.com/pricing/ https://alexacrm.com/plugin  Get in touch  voice@crm.audio Nick Hayduk @Engineered_Code George Doubinski @georgedude 

Daily logins are like daily gym visits: everyone says they do it every day, but reality begs to differ. Nick and George talk about new Power Pages licensing, monthly active users and more in episode 29 (or 2 in "After Nick Doelman" era).  <a href="https://powerpages.microsoft.com/pricing/" rel="nofollow" target="_blank">https://powerpages.microsoft.com/pricing/</a> <a href="https://alexacrm.com/plugin" rel="nofollow" target="_blank">https://alexacrm.com/plugin</a> Get in touch <ul> <li><a href="mailto:voice@crm.audio">voice@crm.audio</a></li> <li>Nick Hayduk @Engineered_Code</li> <li>George Doubinski @georgedude</li> </ul>

Power Pages Licensing: Show Me The MAU

One of the Nicks is back but Doelman variety decided to take a pill and has gone to greener pastures of the mothership. To fill in the void of his large shoes, George "The Enabler" Doubinski has joined the crew and broken all-Canadian camaraderie. Both Nick &amp; George are rusty after a long break, so the only hot topic of the day is "Who moved my cheese and is it still cheese?" aka "Power Pages" and "I can do Power Apps portals - do I still have a job?".  Also turns out, logins are like exercise - everyone says they want to and will do it daily but in reality... Nick Hayduk @Engineered_Code George Doubinski @georgedude

One of the Nicks is back but Doelman variety decided to take a pill and has gone to greener pastures of the mothership. To fill in the void of his large shoes, George "The Enabler" Doubinski has joined the crew and broken all-Canadian camaraderie. Both Nick &amp; George are rusty after a long break, so the only hot topic of the day is "Who moved my cheese and is it still cheese?" aka "Power Pages" and "I can do Power Apps portals - do I still have a job?".  Also turns out, logins are like exercise - everyone says they want to and will do it daily but in reality... Nick Hayduk @Engineered_Code George Doubinski @georgedude

Goodbye Portals, Hello Pages

The Nick's are back after a brief break to bring you the news from the Power Platform 2022 release plans for Power Apps portals. Nick Hayduk @Engineered_Code Nick Doelman @readyxrm

The Nick's are back after a brief break to bring you the news from the Power Platform 2022 release plans for Power Apps portals. Nick Hayduk @Engineered_Code Nick Doelman @readyxrm

Power Apps portals Release Plans 2022 wave 1

Details In this CRM Audio podcast episode Elaiza Benitez talks to Luke Hopton based in Jersey, United Kingdom, and Matt Ngan based in Toronto, Canada. Elaiza, Luke and Matt previously worked for the same Microsoft Partner in New Zealand where Luke and Matt were CRM Developers. Since then, both of them have moved away from being Dynamics CRM developers and Elaiza talks to them about their decision and what they're doing now in their current roles. Elaiza also quizzes them to see how much they remember about Microsoft Dynamics CRM 4 as a developer.  Note: Elaiza refers to Dynamics 365 as Dynamics CRM in this podcast episode to avoid confusing Luke and Matt. When Luke and Matt were developers, it was called Dynamics CRM at the time.  What we talked about Background to how Luke, Matt and I know each other.   Matt and Luke introduce themselves.   Matt worked for a product company in London that specialized in Wealth Management where Dynamics CRM was the platform and he now lives and works in Toronto for an HR software company that has nothing to do with Dynamics CRM.   Luke moved to a Senior .NET developer role before leaving New Zealand and then moved to London in 2015 where he joined two other product companies. Eventually he moved home to Jersey and is now a Solution Architect where he works with RegTech (Regulatory Technology) solutions – due diligence and KYC (Know your Customer) for Wealth Management companies.   The decisions Luke and Matt made to move away from being a Dynamics CRM Developer.   That last Dynamics CRM version Luke and Matt worked with was Dynamics CRM 2013, possibly Dynamics CRM 2015 for Matt.   Matt talks about the frameworks and tech he is using now.   Both Luke and Matt talk about applying what they've learnt in their time as Dynamics CRM Developers in their roles now.   What they use for source control now.   Matt talks about the differences in Application Lifecycle Management for product development compared to consultancy projects. What Luke and Matt use for source control these days.   Who would be in their search results when Googling for issues experienced in Dynamics CRM and tools used.     Who showed Matt the ropes in being a Dynamics CRM developer - Rex Wessels, Sophie Khun-Hammond, Maryse Botros, David Brown mentioned.   Elaiza quizzes Luke and Matt on their knowledge of being a Dynamics CRM Developer  Question 1 – Matt Question 2 – Luke Question 3 – Matt Question 4 – Luke Question 5 – Luke Question 6 – Luke Question 7 – No one Question 8 – Matt  What Luke and Matt miss about New Zealand.

Details In this CRM Audio podcast episode Elaiza Benitez talks to Luke Hopton based in Jersey, United Kingdom, and Matt Ngan based in Toronto, Canada. Elaiza, Luke and Matt previously worked for the same Microsoft Partner in New Zealand where Luke and Matt were CRM Developers. Since then, both of them have moved away from being Dynamics CRM developers and Elaiza talks to them about their decision and what they're doing now in their current roles. Elaiza also quizzes them to see how much they remember about Microsoft Dynamics CRM 4 as a developer. Note: Elaiza refers to Dynamics 365 as Dynamics CRM in this podcast episode to avoid confusing Luke and Matt. When Luke and Matt were developers, it was called Dynamics CRM at the time. What we talked about Background to how Luke, Matt and I know each other. Matt and Luke introduce themselves. Matt worked for a product company in London that specialized in Wealth Management where Dynamics CRM was the platform and he now lives and works in Toronto for an HR software company that has nothing to do with Dynamics CRM. Luke moved to a Senior .NET developer role before leaving New Zealand and then moved to London in 2015 where he joined two other product companies. Eventually he moved home to Jersey and is now a Solution Architect where he works with RegTech (Regulatory Technology) solutions – due diligence and KYC (Know your Customer) for Wealth Management companies. The decisions Luke and Matt made to move away from being a Dynamics CRM Developer. That last Dynamics CRM version Luke and Matt worked with was Dynamics CRM 2013, possibly Dynamics CRM 2015 for Matt. Matt talks about the frameworks and tech he is using now. Both Luke and Matt talk about applying what they've learnt in their time as Dynamics CRM Developers in their roles now. What they use for source control now. Matt talks about the differences in Application Lifecycle Management for product development compared to consultancy projects. What Luke and Matt use for source control these days. Who would be in their search results when Googling for issues experienced in Dynamics CRM and tools used.   Who showed Matt the ropes in being a Dynamics CRM developer - Rex Wessels, Sophie Khun-Hammond, Maryse Botros, David Brown mentioned. Elaiza quizzes Luke and Matt on their knowledge of being a Dynamics CRM Developer <ul> <li>Question 1 – Matt</li> <li>Question 2 – Luke</li> <li>Question 3 – Matt</li> <li>Question 4 – Luke</li> <li>Question 5 – Luke</li> <li>Question 6 – Luke</li> <li>Question 7 – No one</li> <li>Question 8 – Matt</li> </ul> What Luke and Matt miss about New Zealand.

Moving on from being a Dynamics CRM (365) Developer

On this episode, Elaiza Benitez takes over the CRM Audio podcast and brought Amey Holden and Matt Wittemann with her. Elaiza, Amey, and Matt worked for Microsoft partners and have since made changes in their career. Elaiza and Amey went independent and Matt went to work for Microsoft. We discuss the various career paths available with Microsoft Business Applications.  Working for a Microsoft Partner Going independent Working for Microsoft 

On this episode, Elaiza Benitez takes over the CRM Audio podcast and brought Amey Holden and Matt Wittemann with her. Elaiza, Amey, and Matt worked for Microsoft partners and have since made changes in their career. Elaiza and Amey went independent and Matt went to work for Microsoft. We discuss the various career paths available with Microsoft Business Applications. <ul> <li>Working for a Microsoft Partner</li> <li>Going independent</li> <li>Working for Microsoft</li> </ul>

Bizapps career: partner, independent, or Microsoft

CRM Audio is a network of podcasts about Dynamics 365, Dynamics CRM, personal productivity, and Power BI hosted by Microsoft Business Solutions MVP's Joel Lindstrom, George Doubinski, Shawn Tabor, Mark Smith, and Scott Sewell and productivity expert Matthew C. Anderson. We are the original CRM MVP Podcast.  Podcasts in the feed:CRM Audio - a roundtable discussion of all things CRM, including what's new, best practices, and answers to your CRM questions and Power BI.Power BI and More - Microsoft Business Solutions MVP Scott Sewell teaches you how to learn Power BI and effectively use it with Dynamics 365.Prodcast - All about personal productivity. We get deep into productivity and cut through the hype around productivity tools, and tell you what's not productive.

At least great content if Dynamics 365 is your thing, otherwise it’s boring as heck.

Great content

I enjoy hearing from others in the Dynamics world lots of great conversations.

Enjoyable variety of content.

CRM Audio is a network of podcasts about Dynamics 365, Dynamics CRM, personal productivity, and Power BI hosted by Microsoft Business Solutions MVP's Joel Lindstrom, George Doubinski, Shawn Tabor, Mark Smith, and Scott Sewell and productivity expert Matthew C. Anderson. We are the original CRM MVP Podcast. Podcasts in the feed: CRM Audio - a roundtable discussion of all things CRM, including what's new, best practices, and answers to your CRM questions and Power BI. Power BI and More - Microsoft Business Solutions MVP Scott Sewell teaches you how to learn Power BI and effectively use it with Dynamics 365. Prodcast - All about personal productivity. We get deep into productivity and cut through the hype around productivity tools, and tell you what's not productive.

CRM Audio

This is the Power Platform Daily Brief form CRM Audio for Thursday, July 4, brought to you by Maplytics by Inogic.   We have a chat about the community in general and the new MVP’s as well as a goodbye to the ones who have moved into the Reconnect program.   There is chat of our Community Blog moving to a new host with new horizons for the whole platform and the Community Connect Site for speakers / event organisers.   Links https://365Community.Online https://CommunityConnect.Site

This is the Power Platform Daily Brief form CRM Audio for Thursday, July 4, brought to you by <a href="https://goo.gl/nvi5Aw" rel="nofollow" target="_blank">Maplytics by Inogic</a>. We have a chat about the community in general and the new MVP’s as well as a goodbye to the ones who have moved into the Reconnect program. There is chat of our Community Blog moving to a new host with new horizons for the whole platform and the Community Connect Site for speakers / event organisers. Links <a href="https://365Community.Online" rel="nofollow" target="_blank">https://365Community.Online</a> <a href="https://CommunityConnect.Site" rel="nofollow" target="_blank">https://CommunityConnect.Site</a>

PPDB: Fourth of July

In this episode (brought to you by D365UG), Joel Lindstrom and Ulrik Carlsson discus what you need to know about Interactive charts and dashboards in Dynamics 365 Unified Interface. Topics discussed in this episode:  What can you do with interactive dashboards that you can't do with classic UI dashboards? Drill down filters Dashboard date filters Single vs. multiple streams Entity level dashboards Number of widgets on a dashboard Specifying color of option set values in charts Advanced chart editing limitations  Got feedback or suggestions for a future episode? Email voice@crm.audio

In this episode (brought to you by <a href="crmug.com" rel="nofollow" target="_blank">D365UG</a>), Joel Lindstrom and Ulrik Carlsson discus what you need to know about Interactive charts and dashboards in Dynamics 365 Unified Interface. Topics discussed in this episode: <ul> <li>What can you do with interactive dashboards that you can't do with classic UI dashboards?</li> <li>Drill down filters</li> <li>Dashboard date filters</li> <li>Single vs. multiple streams</li> <li>Entity level dashboards</li> <li>Number of widgets on a dashboard</li> <li>Specifying color of option set values in charts</li> <li>Advanced chart editing limitations</li> </ul> Got feedback or suggestions for a future episode? Email <a href="mailto:voice@crm.audio">voice@crm.audio</a>

Power BI & More 46: Dynamics 365 interactive charts and dashboards

The release notes for April '19 of Microsoft Business Applications is  now available for download. In this episode of CRM Audio (brought to you by D365UG), we review the April '19 release notes. Topics discussed in this episode:  General reaction to the release notes D365 for Marketing D365 for Sales  Seamless CPQ integration Sales forecasting   D365 for Customer Service  Case resolution extensibility Flow based SLA's USD support for Chrome Omni-channel Engagement Hub   Field Service  Embedded iot visualizations Device provisioning Self service scheduling via portal Variable resource locations Multiple resource work orders Mixed reality enhancements   Portal enhancements  CDS Portals Power BI embedded in portals External data in portals Portal maintenance messaging   Bi-directional data synchronization between CDS and F&amp;O George's favorite F&amp;O feature 

The release notes for April '19 of Microsoft Business Applications is <a href="https://docs.microsoft.com/sv-se/business-applications-release-notes/April19/index" rel="nofollow" target="_blank"> now available for download</a>. In this episode of CRM Audio (brought to you by <a href="crmug.com" rel="nofollow" target="_blank">D365UG</a>), we review the April '19 release notes. Topics discussed in this episode: <ul> <li>General reaction to the release notes</li> <li>D365 for Marketing</li> <li>D365 for Sales <ul> <li>Seamless CPQ integration</li> <li>Sales forecasting</li> </ul> </li> <li>D365 for Customer Service <ul> <li>Case resolution extensibility</li> <li>Flow based SLA's</li> <li>USD support for Chrome</li> <li>Omni-channel Engagement Hub</li> </ul> </li> <li>Field Service <ul> <li>Embedded iot visualizations</li> <li>Device provisioning</li> <li>Self service scheduling via portal</li> <li>Variable resource locations</li> <li>Multiple resource work orders</li> <li>Mixed reality enhancements</li> </ul> </li> <li>Portal enhancements <ul> <li>CDS Portals</li> <li>Power BI embedded in portals</li> <li>External data in portals</li> <li>Portal maintenance messaging</li> </ul> </li> <li>Bi-directional data synchronization between CDS and F&amp;O</li> <li>George's favorite F&amp;O feature</li> </ul>

CRM Audio 105: April '19 Release Notes

It's our 100th episode of CRM Audio (brought to you by  Maplytics by Inogic). In this episode, we look back at some CRM Audio trivia  In this episode: The Enabler Business Applications Platform October update Using PowerApps and Flow to manage PowerApps and Flow Catch the release train The new PowerApps solution manager How to include PowerApps and Flows in solutions Updates to Dynamics 365 for Marketing Usage patterns of small companies vs large companies  This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.

It's our 100th episode of CRM Audio (brought to you by  <a href="https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.inogic.com%2Fproduct%2Fintegrations%2Fmaplytics-bing-map-microsoft-dynamics-crm&amp;data=02%7C01%7CJLindstrom%40hitachisolutions.com%7C45099bbc78c041b9e10308d5fe772acd%7Ce85feadf11e747bba16043b98dcc96f1%7C1%7C0%7C636694710142213786&amp;sdata=6%2B3aYT3%2Bd7IcwMfFESAjHK2GW7oiwjDQxOnR8VDs5iI%3D&amp;reserved=0" rel="noopener nofollow" target="_blank">Maplytics</a> by <a href="https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.inogic.com%2F&amp;data=02%7C01%7CJLindstrom%40hitachisolutions.com%7C45099bbc78c041b9e10308d5fe772acd%7Ce85feadf11e747bba16043b98dcc96f1%7C1%7C0%7C636694710142213786&amp;sdata=Bnha5%2BSDnCagGin5U%2B0H3sLckIz%2FBxUQ1iTFx2aWOjA%3D&amp;reserved=0" rel="noopener nofollow" target="_blank">Inogic</a>). In this episode, we look back at some CRM Audio trivia <ul> <li>In this episode:</li> <li>The Enabler</li> <li>Business Applications Platform October update</li> <li>Using PowerApps and Flow to manage PowerApps and Flow</li> <li>Catch the release train</li> <li>The new PowerApps solution manager</li> <li>How to include PowerApps and Flows in solutions</li> <li>Updates to Dynamics 365 for Marketing</li> <li>Usage patterns of small companies vs large companies</li> </ul> This episode is a production of Dynamic Podcasts LLC. Subscribe to the  <a href="http://prodcast.libsyn.com/crm.audio" rel="nofollow" target="_blank">CRM Audio</a> network of podcasts on <a href="https://itunes.apple.com/us/podcast/crm-audio-dynamics-365-podcast/id1000291435?mt=2" rel="nofollow" target="_blank">Apple Podcasts</a> and <a href="https://open.spotify.com/show/41Nc3DNSpPfC4FCkybcQ3r" rel="nofollow" target="_blank">Spotify</a>.

CRM Audio 100: The Enabler

This is the Power Platform Daily Brief for June 3, 2019 (brought to you by KingswaySoft). Not going to the Microsoft Business Applications Summit? Catch the live stream from MVP's Steve Mordue and Mark Smith. We have some new connectors to play with for PowerApps and Flow:  Way We Do Trustual: Proof of existance and proof of integrity for data LinkedIn V2-- share an article to a personal or company page  Changes are coming to the server side sync mailbox approval process to allow additional roles to approve mailboxes (or make approval not required). https://support.microsoft.com/en-us/help/4506139/changes-to-mailbox-approval-in-dynamics-365 And have you checked out the virtual agent preview? Let us know what you think. Music: www.purple-planet.com

This is the Power Platform Daily Brief for June 3, 2019 (brought to you by <a href="kingswaysoft.com" rel="nofollow" target="_blank">KingswaySoft</a>). Not going to the Microsoft Business Applications Summit? Catch the live stream from <a href="youtube.com/nz365guy" rel="nofollow" target="_blank">MVP's Steve Mordue and Mark Smith</a>. We have some new connectors to play with for PowerApps and Flow: <ul> <li><a href="https://www.waywedo.com/why-way-we-do-the-product/" rel="nofollow" target="_blank">Way We Do</a></li> <li>Trustual: Proof of existance and proof of integrity for data</li> <li>LinkedIn V2-- share an article to a personal or company page</li> </ul> Changes are coming to the server side sync mailbox approval process to allow additional roles to approve mailboxes (or make approval not required). <a href="https://support.microsoft.com/en-us/help/4506139/changes-to-mailbox-approval-in-dynamics-365" rel="nofollow" target="_blank">https://support.microsoft.com/en-us/help/4506139/changes-to-mailbox-approval-in-dynamics-365</a> And have you checked out the virtual agent preview? Let us know what you think. Music: <a href="http://www.purple-planet.com" rel="nofollow" target="_blank">www.purple-planet.com</a>

Mailbox approvals, new connectors, and virtual agents

In this episode (sponsored by  CRMUG/D365UG), hosts Britta Rekstad and Matthew C. Anderson talk about XrmToolBox Tools. Discussed on the show  Revisit "What is XrmToolBox" Using community tools  Iconator Dynamics icon sizes/formats   Matthew's  blog &amp; video about "Area" images   Finding Icons    https://www.flaticon.com/  https://www.iconexperience.com/m_collection/    Bulk Workflow Execution   Usage patterns for bulk workflows    Minor correction: Excel export supports 100,000 records in an export   Call to action! We're going to do an upcoming episode about the Unified Interface for Dynamics 365/Model-Driven PowerApps. Send us your questions through the contact form on  our website or through Twitter  @mcanderson or  @macgyvercrm What's on your mind? Have a question you'd like answered on a future podcast? Submit one by visiting  implementthis.org

In this episode (sponsored by <a href="https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fcrmug.com&amp;data=02%7C01%7CJLindstrom%40hitachisolutions.com%7C0dce6298c03848376d6208d64068e5e0%7Ce85feadf11e747bba16043b98dcc96f1%7C1%7C0%7C636767216612889573&amp;sdata=NuY6j%2BrUQa5tQpHpjCrqiPQtBL5nAYwbeQv9vnoh424%3D&amp;reserved=0" rel="nofollow" target="_blank"> CRMUG/D365UG</a>), hosts Britta Rekstad and Matthew C. Anderson talk about XrmToolBox Tools. Discussed on the show <ul> <li>Revisit "What is XrmToolBox"</li> <li>Using community tools</li> <li><a href="https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.xrmtoolbox.com%2Fplugins%2FMscrmTools.Iconator%2F&amp;data=02%7C01%7CJLindstrom%40hitachisolutions.com%7C0dce6298c03848376d6208d64068e5e0%7Ce85feadf11e747bba16043b98dcc96f1%7C1%7C0%7C636767216612889573&amp;sdata=ho9%2B8K47MXhhzTC3P9U7LKK7NVL9AuFhnsbyxNinUC4%3D&amp;reserved=0" rel="nofollow" target="_blank"> Iconator</a></li> <li>Dynamics icon sizes/formats</li> <li> <ul> <li>Matthew's <a href="https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fus.hitachi-solutions.com%2Fknowledge-center%2Fcreate-authentic-custom-navigation-images-microsoft-dynamics-crm-2016%2F&amp;data=02%7C01%7CJLindstrom%40hitachisolutions.com%7C0dce6298c03848376d6208d64068e5e0%7Ce85feadf11e747bba16043b98dcc96f1%7C1%7C0%7C636767216612889573&amp;sdata=kaIG0aTwDyD%2F%2Fa6bQ%2FlmD4a7t8EmOqWhND5baGSgyxQ%3D&amp;reserved=0" rel="nofollow" target="_blank"> blog &amp; video about "Area" images</a></li> </ul> </li> <li>Finding Icons</li> <li> <ul> <li><a href="https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.flaticon.com%2F&amp;data=02%7C01%7CJLindstrom%40hitachisolutions.com%7C0dce6298c03848376d6208d64068e5e0%7Ce85feadf11e747bba16043b98dcc96f1%7C1%7C0%7C636767216612889573&amp;sdata=s1HNJ65UX7E7l7pdsPLO%2B0DgYImf%2FqI0Its0eGTYiw0%3D&amp;reserved=0" rel="nofollow" target="_blank"> https://www.flaticon.com/</a></li> <li><a href="https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.iconexperience.com%2Fm_collection%2F&amp;data=02%7C01%7CJLindstrom%40hitachisolutions.com%7C0dce6298c03848376d6208d64068e5e0%7Ce85feadf11e747bba16043b98dcc96f1%7C1%7C0%7C636767216612889573&amp;sdata=BUhD3M9uddvVVy6KqcSDs0T%2BpBR5Zw8kmgF73Yh%2BGgo%3D&amp;reserved=0" rel="nofollow" target="_blank"> https://www.iconexperience.com/m_collection/</a></li> </ul> </li> <li><a href="https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.xrmtoolbox.com%2Fplugins%2FAndyPopkin.BulkWorkflowExecution&amp;data=02%7C01%7CJLindstrom%40hitachisolutions.com%7C0dce6298c03848376d6208d64068e5e0%7Ce85feadf11e747bba16043b98dcc96f1%7C1%7C0%7C636767216612889573&amp;sdata=nPUrsoTsbZFNVOMlfq1A%2FVnNqCwQKSZ9dXFsyFhP2u0%3D&amp;reserved=0" rel="nofollow" target="_blank"> Bulk Workflow Execution</a></li> <li> <ul> <li>Usage patterns for bulk workflows</li> </ul> </li> </ul> Minor correction: Excel export supports 100,000 records in an export   Call to action! We're going to do an upcoming episode about the Unified Interface for Dynamics 365/Model-Driven PowerApps. Send us your questions through the contact form on <a href="https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fimplementthis.org&amp;data=02%7C01%7CJLindstrom%40hitachisolutions.com%7C0dce6298c03848376d6208d64068e5e0%7Ce85feadf11e747bba16043b98dcc96f1%7C1%7C0%7C636767216612889573&amp;sdata=1qPXsqaNk0FpXsjb8PnkAeLwLoV5PeC2uACUSU3l0QM%3D&amp;reserved=0" rel="nofollow" target="_blank"> our website</a> or through Twitter <a href="https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Ftwitter.com%2Fmcanderson&amp;data=02%7C01%7CJLindstrom%40hitachisolutions.com%7C0dce6298c03848376d6208d64068e5e0%7Ce85feadf11e747bba16043b98dcc96f1%7C1%7C0%7C636767216612889573&amp;sdata=iIJgMzn6D9FZAPQQ00JbWwNgRoUvsa%2FqaspfOzDozHM%3D&amp;reserved=0" rel="nofollow" target="_blank"> @mcanderson</a> or <a href="https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Ftwitter.com%2Fmacgyvercrm&amp;data=02%7C01%7CJLindstrom%40hitachisolutions.com%7C0dce6298c03848376d6208d64068e5e0%7Ce85feadf11e747bba16043b98dcc96f1%7C1%7C0%7C636767216612889573&amp;sdata=sxzRmxjbfuKv26aRp19zoSADWJDgVoyS1XB%2BmRlDaQ8%3D&amp;reserved=0" rel="nofollow" target="_blank"> @macgyvercrm</a> What's on your mind? Have a question you'd like answered on a future podcast? Submit one by visiting <a href="https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fimplementthis.org&amp;data=02%7C01%7CJLindstrom%40hitachisolutions.com%7C0dce6298c03848376d6208d64068e5e0%7Ce85feadf11e747bba16043b98dcc96f1%7C1%7C0%7C636767216612889573&amp;sdata=1qPXsqaNk0FpXsjb8PnkAeLwLoV5PeC2uACUSU3l0QM%3D&amp;reserved=0" rel="nofollow" target="_blank"> implementthis.org</a>

Implement This 30: Make PowerApps / D365 management easier by using XrmToolBox

Chris Fairfax

In today's episode (brought to you by MSCRM-Addons.com), D365 consultant Chris Fairfax talks about his learning experience with Microsoft Flow Topics discussed in this episode:  Taking on a challenge Learn by recreating system processes Learn by doing Changing your mindset Troubleshooting Flow Working with dates Performance testing of your Flow Imposter syndrome Using Flow to automate your personal life What's next on Chris' learning plan  Links:  Adding a date field to email in Flow by Elaiza Benitez: https://www.youtube.com/watch?v=ArLLAi6p9cs Chris Fairfax LinkedIn: https://www.linkedin.com/in/chrisfairfax/ 

In today's episode (brought to you by <a href="mscrm-addons.com" rel="nofollow" target="_blank">MSCRM-Addons.com</a>), D365 consultant Chris Fairfax talks about his learning experience with Microsoft Flow Topics discussed in this episode: <ul> <li>Taking on a challenge</li> <li>Learn by recreating system processes</li> <li>Learn by doing</li> <li>Changing your mindset</li> <li>Troubleshooting Flow</li> <li>Working with dates</li> <li>Performance testing of your Flow</li> <li>Imposter syndrome</li> <li>Using Flow to automate your personal life</li> <li>What's next on Chris' learning plan</li> </ul> Links: <ul> <li>Adding a date field to email in Flow by Elaiza Benitez: <a href="https://www.youtube.com/watch?v=ArLLAi6p9cs" rel="nofollow" target="_blank">https://www.youtube.com/watch?v=ArLLAi6p9cs</a></li> <li>Chris Fairfax LinkedIn: <a href="https://www.linkedin.com/in/chrisfairfax/" rel="nofollow" target="_blank">https://www.linkedin.com/in/chrisfairfax/</a></li> </ul>

Learning Flow with Chris Fairfax

Brian Galicia

In today's episode (brought to you by KingswaySoft), Brian Galicia from Microsoft joins Joel Lindstrom and Steve Mordue to talk about LinkedIn Sales Navigator. Discussed in this episode:  The value of LInkedIn Sales Navigator Sales Navigator and Sales AI Who Knows Whom Individual vs team subscriptions for Sales Navigator Experience when sales reps leave your company Experience in Online vs On-Premise Experience in Dynamics vs competing CRM systems Leveraging Sales Navigator controls outside of the widget InMail and spam LinkedIn best practices  This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.

In today's episode (brought to you by <a href="kingswaysoft.com" rel="nofollow" target="_blank">KingswaySoft</a>), Brian Galicia from Microsoft joins Joel Lindstrom and Steve Mordue to talk about LinkedIn Sales Navigator. Discussed in this episode: <ul> <li>The value of LInkedIn Sales Navigator</li> <li>Sales Navigator and Sales AI Who Knows Whom</li> <li>Individual vs team subscriptions for Sales Navigator</li> <li>Experience when sales reps leave your company</li> <li>Experience in Online vs On-Premise</li> <li>Experience in Dynamics vs competing CRM systems</li> <li>Leveraging Sales Navigator controls outside of the widget</li> <li>InMail and spam</li> <li>LinkedIn best practices</li> </ul> This episode is a production of Dynamic Podcasts LLC. Subscribe to the  <a href="http://prodcast.libsyn.com/crm.audio" rel="nofollow" target="_blank">CRM Audio</a> network of podcasts on <a href="https://itunes.apple.com/us/podcast/crm-audio-dynamics-365-podcast/id1000291435?mt=2" rel="nofollow" target="_blank">Apple Podcasts</a> and <a href="https://open.spotify.com/show/41Nc3DNSpPfC4FCkybcQ3r" rel="nofollow" target="_blank">Spotify</a>.

CRM Audio 102: LinkedIn Sales Navigator with Brian Galicia

This is the Power Platform Daily Brief for Monday, May 13 (brought to you by ClickLearn). Today's big news is that canvas apps now support polymorphic lookup fields for Owner, Customer, and Regarding, as well as related activities and notes.  See the official documentation. Other news covered in today's daily brief:  Release notes for PSA release 7: https://cloudblogs.microsoft.com/dynamics365/users/2019/05/08/release-notes-for-project-service-automation-update-release-7/ What's included in D365 v9.1 service update 52: https://support.microsoft.com/en-us/help/4503238/service-update-52-for-microsoft-dynamics-365-9-1-0 Canvas Apps Accessibility Guidelines whitepaper: https://powerapps.microsoft.com/en-us/blog/powerapps-canvas-app-accessibility-guidelines/ Add new fields when creating canvas apps: https://powerapps.microsoft.com/en-us/blog/add-new-fields-while-creating-your-canvas-app/ 

This is the Power Platform Daily Brief for Monday, May 13 (brought to you by <a href="clicklearn.com" rel="nofollow" target="_blank">ClickLearn</a>). Today's big news is that canvas apps now support polymorphic lookup fields for Owner, Customer, and Regarding, as well as related activities and notes. <a href="https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/working-with-references" rel="nofollow" target="_blank"> See the official documentation.</a> Other news covered in today's daily brief: <ul> <li>Release notes for PSA release 7: <a href="https://cloudblogs.microsoft.com/dynamics365/users/2019/05/08/release-notes-for-project-service-automation-update-release-7/" rel="nofollow" target="_blank">https://cloudblogs.microsoft.com/dynamics365/users/2019/05/08/release-notes-for-project-service-automation-update-release-7/</a></li> <li>What's included in D365 v9.1 service update 52: <a href="https://support.microsoft.com/en-us/help/4503238/service-update-52-for-microsoft-dynamics-365-9-1-0" rel="nofollow" target="_blank">https://support.microsoft.com/en-us/help/4503238/service-update-52-for-microsoft-dynamics-365-9-1-0</a></li> <li>Canvas Apps Accessibility Guidelines whitepaper: <a href="https://powerapps.microsoft.com/en-us/blog/powerapps-canvas-app-accessibility-guidelines/" rel="nofollow" target="_blank">https://powerapps.microsoft.com/en-us/blog/powerapps-canvas-app-accessibility-guidelines/</a></li> <li>Add new fields when creating canvas apps: <a href="https://powerapps.microsoft.com/en-us/blog/add-new-fields-while-creating-your-canvas-app/" rel="nofollow" target="_blank">https://powerapps.microsoft.com/en-us/blog/add-new-fields-while-creating-your-canvas-app/</a></li> </ul>

PPDB: Polymorphic lookups, release 57, and accessibility guidelines

This is the Power Platform Daily Brief for June 6, 2019 (brought to you by Maplytics by Inogic). In today's daily brief:  Preview: Common Data Service storage capacity http://ppdb.news/common-data-8746d D365 Storage Calculator http://ppdb.news/e997e Super Duper DeDuper http://ppdb.news/8b06f Export To Excel Tracking http://ppdb.news/export-excel-b8e46 Alysa Taylor speaking at the BoA Global Technology event http://ppdb.news/webcasts-baml-b6d98  Music: www.purple-planet.com

This is the Power Platform Daily Brief for June 6, 2019 (brought to you by <a href="https://goo.gl/nvi5Aw" rel="nofollow" target="_blank">Maplytics by Inogic</a>). In today's daily brief: <ul> <li>Preview: Common Data Service storage capacity <a href="http://ppdb.news/common-data-8746d" rel="noopener noreferrer nofollow" target="_blank">http://ppdb.news/common-data-8746d</a></li> <li>D365 Storage Calculator <a href="http://ppdb.news/e997e" rel="noopener noreferrer nofollow" target="_blank">http://ppdb.news/e997e</a></li> <li>Super Duper DeDuper <a href="http://ppdb.news/8b06f" rel="noopener noreferrer nofollow" target="_blank">http://ppdb.news/8b06f</a></li> <li>Export To Excel Tracking <a href="http://ppdb.news/export-excel-b8e46" rel="noopener noreferrer nofollow" target="_blank">http://ppdb.news/export-excel-b8e46</a></li> <li>Alysa Taylor speaking at the BoA Global Technology event <a href="http://ppdb.news/webcasts-baml-b6d98" rel="noopener noreferrer nofollow" target="_blank">http://ppdb.news/webcasts-baml-b6d98</a></li> </ul> Music: <a href="http://www.purple-planet.com" rel="nofollow" target="_blank">www.purple-planet.com</a>

PDDB: Capacity storage and export to Excel tracking

This episode is brought to you by ClickLearn. Today Mark &amp; Iain talk about the end of the classic UI, Marketing Segments and the Ignite World Tour   Links 24 Hour XRM Virtual Conference -  https://www.xrmvirtual.com/ Charles Lamanna Blog -  https://community.dynamics.com/365/b/365teamblog/posts/announcing-the-timeline-to-move-to-unified-interface-2137660788 Marketing Segments Update -  https://365community.online/segments-explained Dilyana Radulova – Linkedin  https://www.linkedin.com/in/dilyana-radulova Twitter  https://twitter.com/DilyanaRadulova Ignite World Tour -  https://www.notify.msignite-the-tour.microsoft.com/ Music: www.purple-planet.com

This episode is brought to you by <a href="clicklearn.com" rel="nofollow" target="_blank">ClickLearn.</a> Today Mark &amp; Iain talk about the end of the classic UI, Marketing Segments and the Ignite World Tour Links 24 Hour XRM Virtual Conference - <a href="https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.xrmvirtual.com%2F&amp;data=02%7C01%7CJLindstrom%40hitachisolutions.com%7C141f24c54f3d4b6f7da508d7377df279%7Ce85feadf11e747bba16043b98dcc96f1%7C0%7C0%7C637038886424240260&amp;sdata=4%2Fad6VkiKtl%2BMtCclVoVFIfd4iKelFDxuCdhrKh0PKM%3D&amp;reserved=0" rel="nofollow" target="_blank"> https://www.xrmvirtual.com/</a> Charles Lamanna Blog - <a href="https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fcommunity.dynamics.com%2F365%2Fb%2F365teamblog%2Fposts%2Fannouncing-the-timeline-to-move-to-unified-interface-2137660788&amp;data=02%7C01%7CJLindstrom%40hitachisolutions.com%7C141f24c54f3d4b6f7da508d7377df279%7Ce85feadf11e747bba16043b98dcc96f1%7C0%7C0%7C637038886424250268&amp;sdata=tagjG3RRjbWWmJBj1dzWB8MnsRNMXq%2B3qntbIYvmxa0%3D&amp;reserved=0" rel="nofollow" target="_blank"> https://community.dynamics.com/365/b/365teamblog/posts/announcing-the-timeline-to-move-to-unified-interface-2137660788</a> Marketing Segments Update - <a href="https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2F365community.online%2Fsegments-explained&amp;data=02%7C01%7CJLindstrom%40hitachisolutions.com%7C141f24c54f3d4b6f7da508d7377df279%7Ce85feadf11e747bba16043b98dcc96f1%7C0%7C0%7C637038886424250268&amp;sdata=7A3kndfEoScxyFkiKzG2EQg2GfI4Vb7tw4PYHFsUJMg%3D&amp;reserved=0" rel="nofollow" target="_blank"> https://365community.online/segments-explained</a> Dilyana Radulova – Linkedin <a href="https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.linkedin.com%2Fin%2Fdilyana-radulova&amp;data=02%7C01%7CJLindstrom%40hitachisolutions.com%7C141f24c54f3d4b6f7da508d7377df279%7Ce85feadf11e747bba16043b98dcc96f1%7C0%7C0%7C637038886424260275&amp;sdata=YB7pD4FuvK3xdHNtdCzgT4%2BQslsfz9VSd9ddwNVYSPk%3D&amp;reserved=0" rel="nofollow" target="_blank"> https://www.linkedin.com/in/dilyana-radulova</a> Twitter <a href="https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Ftwitter.com%2FDilyanaRadulova&amp;data=02%7C01%7CJLindstrom%40hitachisolutions.com%7C141f24c54f3d4b6f7da508d7377df279%7Ce85feadf11e747bba16043b98dcc96f1%7C0%7C0%7C637038886424260275&amp;sdata=op7z%2BaqWFnDKv2L7hRD6aSdCaGTdYDZ%2FSY5AnF3oXuo%3D&amp;reserved=0" rel="nofollow" target="_blank"> https://twitter.com/DilyanaRadulova</a> Ignite World Tour - <a href="https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.notify.msignite-the-tour.microsoft.com%2F&amp;data=02%7C01%7CJLindstrom%40hitachisolutions.com%7C141f24c54f3d4b6f7da508d7377df279%7Ce85feadf11e747bba16043b98dcc96f1%7C0%7C0%7C637038886424270282&amp;sdata=2ZPF0XWwGWBznrNYbnUGBrD5KVt5HUc%2BC8ZbGZh1UMw%3D&amp;reserved=0" rel="nofollow" target="_blank"> https://www.notify.msignite-the-tour.microsoft.com/</a> Music: <a href="http://www.purple-planet.com" rel="nofollow" target="_blank">www.purple-planet.com</a>

PPDB 9-12: The end of Dynamics 365 classic UI

Jon Levesque

This episode is brought to you by  Maplytics by Inogic. Jon Levesque, Microsoft Flow evangelist, joins us today to talk about how to demo Flow. You know Flow is awesome, so you want to demo it at conferences and user group meetings--what are some of Jon's tricks for successfully demoing Microsoft Flow? Topics in this episode:  CDS connector--should you demo the CDS connector or the CDS current environment connector? Should you give your audience a copy of the Flow Best way to demo scheduled Flows Demoing approval Flows as different personas Demoing Flow mobile on unreliable conference wifi How demoing Flow is like a cooking show  Plus how you can use Microsoft Flow to prank your friends.

This episode is brought to you by  <a href="https://goo.gl/nvi5Aw" rel="nofollow" target="_blank">Maplytics by Inogic</a>. Jon Levesque, Microsoft Flow evangelist, joins us today to talk about how to demo Flow. You know Flow is awesome, so you want to demo it at conferences and user group meetings--what are some of Jon's tricks for successfully demoing Microsoft Flow? Topics in this episode: <ul> <li>CDS connector--should you demo the CDS connector or the CDS current environment connector?</li> <li>Should you give your audience a copy of the Flow</li> <li>Best way to demo scheduled Flows</li> <li>Demoing approval Flows as different personas</li> <li>Demoing Flow mobile on unreliable conference wifi</li> <li>How demoing Flow is like a cooking show</li> </ul> Plus how you can use Microsoft Flow to prank your friends.

Best practices for demoing Flow with Jon Levesque

Welcome to CRM Audio Live, brought to you by KingswaySoft. Today Mark Christie, Iain Connolly, Shawn Tabor, Andrew Bibby, and Joel Lindstrom finish their discussion about the latest release plan. In today's episode we cover the following areas of the next release:  Field Service Unified Interface PowerApps Flow The death of task flows Common Data Service  You can  download the release plan here. Got any feedback or suggestions for future episodes? Email us at voice@crm.audio.

Welcome to CRM Audio Live, brought to you by <a href="kingswaysoft.com" rel="nofollow" target="_blank">KingswaySoft.</a> Today Mark Christie, Iain Connolly, Shawn Tabor, Andrew Bibby, and Joel Lindstrom finish their discussion about the latest release plan. In today's episode we cover the following areas of the next release: <ul> <li>Field Service</li> <li>Unified Interface</li> <li>PowerApps</li> <li>Flow</li> <li>The death of task flows</li> <li>Common Data Service</li> </ul> You can <a href="https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/" rel="nofollow" target="_blank"> download the release plan here.</a> Got any feedback or suggestions for future episodes? Email us at <a href="mailto:voice@crm.audio">voice@crm.audio</a>.

PowerPlatform 2019 Wave 2 Release Plan

In today's episode (brought to you by KingswaySoft), Joel Lindstrom and Stephan Smith tackle learning: what you should be learning, how you should do it, and where to start. Topics discussed in this episode:  Learning new technologies and skills Deciding what to learn The demise of the DLP and CustomerSource Where do you start Don't just learn, do Give yourself a deadline Learn by teaching others Are MOOCs effective The side hustle  Links:  Mark Smith's blog listing new OpenEDX courses  https://www.nz365guy.com/microsoft-dynamics-365-power-platform-training-and-exams-2019/ Microsoft Learn Business Applications content  https://docs.microsoft.com/en-us/learn/browse/?products=dynamics%2Cpower-platform&amp;resource_type=learning%20path 

In today's episode (brought to you by <a href="kingswaysoft.com" rel="nofollow" target="_blank">KingswaySoft</a>), Joel Lindstrom and Stephan Smith tackle learning: what you should be learning, how you should do it, and where to start. Topics discussed in this episode: <ul> <li>Learning new technologies and skills</li> <li>Deciding what to learn</li> <li>The demise of the DLP and CustomerSource</li> <li>Where do you start</li> <li>Don't just learn, do</li> <li>Give yourself a deadline</li> <li>Learn by teaching others</li> <li>Are MOOCs effective</li> <li>The side hustle</li> </ul> Links: <ul> <li>Mark Smith's blog listing new OpenEDX courses <a href="https://www.nz365guy.com/microsoft-dynamics-365-power-platform-training-and-exams-2019/" rel="nofollow" target="_blank"> https://www.nz365guy.com/microsoft-dynamics-365-power-platform-training-and-exams-2019/</a></li> <li>Microsoft Learn Business Applications content <a href="https://docs.microsoft.com/en-us/learn/browse/?products=dynamics%2Cpower-platform&amp;resource_type=learning%20path" rel="nofollow" target="_blank"> https://docs.microsoft.com/en-us/learn/browse/?products=dynamics%2Cpower-platform&amp;resource_type=learning%20path</a></li> </ul>

Learning New Things

In Todays PPDB (brought to you by Mscrm-addons), Mark Christie and Iain Connolly give their unique spin on the Imagine Cup and Build 2019 Keynote. There is talk of AI making purchasing decisions for you &amp; Cortana being your pal.

In Todays PPDB (brought to you by <a href="mscrm-addons.com" rel="nofollow" target="_blank">Mscrm-addons</a>), Mark Christie and Iain Connolly give their unique spin on the Imagine Cup and Build 2019 Keynote. There is talk of AI making purchasing decisions for you &amp; Cortana being your pal.

PPDB: May 9, 2019

Ben Vollmer

We are podcasting from the Ignite podcast booth this week. You could win Surface earbuds--register at https://aka.ms/PodcastSweepstakes for your chance to win. Today Ben Vollmer from Microsoft joins Shawn Tabor, Sarah Jelinek, and Joel Lindstrom to talk about how AI in the Power Platform has advanced and exploded into all areas of the Power Platform and Dynamics 365. Discussed on this episode:  Power virtual agent Use cases for mixed reality Product visualize Customer Service Insights Customer Insights How to get started with AI Common thread of AI across the platform  Watch the Ignite Vision Keynote with Satya Nadella | Microsoft Ignite 2019 ... Join us later this week for episodes about Power Automate and Power Apps.

We are podcasting from the Ignite podcast booth this week. You could win Surface earbuds--register at <a href="https://aka.ms/PodcastSweepstakes" rel="nofollow" target="_blank">https://aka.ms/PodcastSweepstakes</a> for your chance to win. Today Ben Vollmer from Microsoft joins Shawn Tabor, Sarah Jelinek, and Joel Lindstrom to talk about how AI in the Power Platform has advanced and exploded into all areas of the Power Platform and Dynamics 365. Discussed on this episode: <ul> <li>Power virtual agent</li> <li>Use cases for mixed reality</li> <li>Product visualize</li> <li>Customer Service Insights</li> <li>Customer Insights</li> <li>How to get started with AI</li> <li>Common thread of AI across the platform</li> </ul> Watch the Ignite <a href="https://www.google.com/url?sa=t&amp;rct=j&amp;q=&amp;esrc=s&amp;source=web&amp;cd=1&amp;cad=rja&amp;uact=8&amp;ved=2ahUKEwiymsCh49PlAhUr01kKHVOCDVEQyCkwAHoECAwQBA&amp;url=https%3A%2F%2Fwww.youtube.com%2Fwatch%3Fv%3DjnUiJi4hts4&amp;usg=AOvVaw2esnCdYjku0z2YJyptP9t4" rel="nofollow" target="_blank">Vision Keynote with Satya Nadella | Microsoft Ignite 2019 ...</a> Join us later this week for episodes about Power Automate and Power Apps.

Microsoft Ignite: AI in the Power Platform with Ben Vollmer

Stephen Siciliano

This is our second episode recorded at the Microsoft Ignite podcast center. Today's guest is Stephen Siciliano, Principal Group PM for Power Automate. MVP Jerry Weinstock also joins us to discuss his white paper "A guide to building enterprise-ready flows."  During Ignite 2019, Microsoft announced the rebranding of Microsoft Flow as Power Automate. During this episode, we delve into the rebranding of the platform and some best practices for Power Automate flows. Reminder: Microsoft is giving away Surface earbuds to one lucky listener–register at https://aka.ms/PodcastSweepstakes for your chance to win. This episode is brought to you by Maplytics by Inogic. Show notes: What is Power Automate? Power Automate in one sense is a new name for what we know and love as Microsoft Flow. We decided that now was the perfect time to make it part of the Power family, along with Power Apps, Power BI, and Power Virtual Agent. What was the thought process behind the name change? Another factor driving the change was the introduction of Robotic Process Automation. With RPA you can now build automation that uses the user interface of applications to be able to automate them. So you can write data to them, read data from them, and simulate mouse clicks. There are a bunch of applications out there that don’t have any api—even with custom connectors, you have to have some kind of rest api to be able to work with something. Our goal with the new UI flow capability is to open the door to anything that you can do on your PC you can now automate with power automate. The way that RPA works is you have to directly interact with the UI. There are two types of RPA, one is attended RPA. That means somebody is actually sitting at the computer and has the UI in front of them and presses a button and it pulls the data from the application, the other type of RPA is called on attended RPA, which runs somewhere else without a human interacting with it. The best place to run that is in an Azure VM. For on attended RPA, you need to make sure that the automation does not depend on any type of human interaction, including things like login, getting credentials, handling error handling, for example you might have a dialog box pop up. The benefit of unattended RPA is you can scale it and have multiple operations happening in parallel. How do you manage performance with RPA? When you record a UI Flow, you record everything, including delays waiting for things to pop up and for jobs to complete, and you can adjust the amount of time that it takes. Say you have it save a file, and sometimes it takes twice as long, we have built-in retries, so if the dialog hasn’t appeared yet we will keep retrying to look for that control for some period of time until it pops up. You need to make sure that as you are building your flows you are testing them across a variety of file sizes and data types to make sure that it works, so that when it takes longer the retry policy will catch it, otherwise you may find yourself in a situation where your process times out and fails. Will there be an RPA custom connector? Today we support two types of technology: for Windows applications, we use the UI automation framework that is included in modern versions of Windows and is the same framework that all of the accessibility features in Windows use. As long as the application supports the UI automation APIs, we can automate it. For web applications, we use a framework called Selenium, which is a very common web automation framework. As long as your web app is scriptable via Selenium, that works as well. There are some applications that don’t work with the Windows UI automation framework and are not web-based. For those applications today we don’t do a very good job of handling automation for them. For example, if you hover over Java-based application, you will get a warning that we don’t support this application yet. Over the next few months we are going to add a few more application types that we can support, and someday even having a custom connector equivalent where we can have our own custom application type is something we’ve thought about, but we think that the UI automation framework and Selenium will cover the majority of applications, and what we are looking at doing is leverage Computer Vision to provide automation, even if there is no API at all. How will this help on-premises customers? The Power Automate service runs in the cloud, but with the on-premise data gateway, which we have had for almost five years, you can connect to anything running on-premise, and the UI flow itself executes locally on the machine. So theoretically, if you have a long-running process, you could unplug the ethernet cable while the process is running and if you plug it in again before the process finishes, it will just work. We don’t support offline yet where I could queue things up and send them down to the machine and replay them later, but that’s another thing that we are looking at in the future. Do we still say we are building “flows?” Absolutely—“flow” is like the parent class, the base for everything. The core thing is a flow. There are different types of flows:  Business Process Flows, which come from Dynamics 365 UI Flows, which are the newest type of flow Automated Flows, which have been part of the Microsoft Flow product since the beginning  You use Power Automate to create flows. What does this mean for Logic Apps? Any plans to bring RPA functionality to Logic Apps? Not exactly—even before these announcements we had functionality in Flow that was not in Logic Apps. Business Process Flow and building on CDS solutions are some examples. We are going to continue to invest in types of flows that are not the automated flows, which are the Logic Apps equivalents. As we continue to invest in Business Process Flow and UI Flow, these are additional types of abstractions that continue to build on top of that layer, and these won’t necessarily be brought back into the Logic Apps code base. Other topics discussed in this episode:  Plans for synchronous/real-time flow Plans for improvements to connector documentation Why can’t I run a Flow when a row is added to Excel? When will the Dynamics 365 connector go away? Improved documentation for using actions in flow Managing order of operations with multiple flows Should you put your flows in a solution? Should you use nested conditions? Calling solution based flows from a canvas app Best practices for enterprise flow 

This is our second episode recorded at the Microsoft Ignite podcast center. Today's guest is Stephen Siciliano, Principal Group PM for Power Automate. MVP Jerry Weinstock also joins us to discuss his white paper "<a href="https://clouddamcdnprodep.azureedge.net/gdc/gdc5fzAoK/original" rel="nofollow" target="_blank">A guide to building enterprise-ready flows.</a>"  During Ignite 2019, Microsoft announced the rebranding of Microsoft Flow as Power Automate. During this episode, we delve into the rebranding of the platform and some best practices for Power Automate flows. Reminder: Microsoft is giving away Surface earbuds to one lucky listener–register at <a href="https://aka.ms/PodcastSweepstakes" rel="nofollow" target="_blank">https://aka.ms/PodcastSweepstakes</a> for your chance to win. This episode is brought to you by <a href="https://goo.gl/nvi5Aw" rel="nofollow" target="_blank">Maplytics by Inogic</a>. Show notes: What is Power Automate? Power Automate in one sense is a new name for what we know and love as Microsoft Flow. We decided that now was the perfect time to make it part of the Power family, along with Power Apps, Power BI, and Power Virtual Agent. What was the thought process behind the name change? Another factor driving the change was the introduction of Robotic Process Automation. With RPA you can now build automation that uses the user interface of applications to be able to automate them. So you can write data to them, read data from them, and simulate mouse clicks. There are a bunch of applications out there that don’t have any api—even with custom connectors, you have to have some kind of rest api to be able to work with something. Our goal with the new UI flow capability is to open the door to anything that you can do on your PC you can now automate with power automate. The way that RPA works is you have to directly interact with the UI. There are two types of RPA, one is attended RPA. That means somebody is actually sitting at the computer and has the UI in front of them and presses a button and it pulls the data from the application, the other type of RPA is called on attended RPA, which runs somewhere else without a human interacting with it. The best place to run that is in an Azure VM. For on attended RPA, you need to make sure that the automation does not depend on any type of human interaction, including things like login, getting credentials, handling error handling, for example you might have a dialog box pop up. The benefit of unattended RPA is you can scale it and have multiple operations happening in parallel. How do you manage performance with RPA? When you record a UI Flow, you record everything, including delays waiting for things to pop up and for jobs to complete, and you can adjust the amount of time that it takes. Say you have it save a file, and sometimes it takes twice as long, we have built-in retries, so if the dialog hasn’t appeared yet we will keep retrying to look for that control for some period of time until it pops up. You need to make sure that as you are building your flows you are testing them across a variety of file sizes and data types to make sure that it works, so that when it takes longer the retry policy will catch it, otherwise you may find yourself in a situation where your process times out and fails. Will there be an RPA custom connector? Today we support two types of technology: for Windows applications, we use the UI automation framework that is included in modern versions of Windows and is the same framework that all of the accessibility features in Windows use. As long as the application supports the UI automation APIs, we can automate it. For web applications, we use a framework called Selenium, which is a very common web automation framework. As long as your web app is scriptable via Selenium, that works as well. There are some applications that don’t work with the Windows UI automation framework and are not web-based. For those applications today we don’t do a very good job of handling automation for them. For example, if you hover over Java-based application, you will get a warning that we don’t support this application yet. Over the next few months we are going to add a few more application types that we can support, and someday even having a custom connector equivalent where we can have our own custom application type is something we’ve thought about, but we think that the UI automation framework and Selenium will cover the majority of applications, and what we are looking at doing is leverage Computer Vision to provide automation, even if there is no API at all. How will this help on-premises customers? The Power Automate service runs in the cloud, but with the on-premise data gateway, which we have had for almost five years, you can connect to anything running on-premise, and the UI flow itself executes locally on the machine. So theoretically, if you have a long-running process, you could unplug the ethernet cable while the process is running and if you plug it in again before the process finishes, it will just work. We don’t support offline yet where I could queue things up and send them down to the machine and replay them later, but that’s another thing that we are looking at in the future. Do we still say we are building “flows?” Absolutely—“flow” is like the parent class, the base for everything. The core thing is a flow. There are different types of flows: <ul> <li>Business Process Flows, which come from Dynamics 365</li> <li>UI Flows, which are the newest type of flow</li> <li>Automated Flows, which have been part of the Microsoft Flow product since the beginning</li> </ul> You use Power Automate to create flows. What does this mean for Logic Apps? Any plans to bring RPA functionality to Logic Apps? Not exactly—even before these announcements we had functionality in Flow that was not in Logic Apps. Business Process Flow and building on CDS solutions are some examples. We are going to continue to invest in types of flows that are not the automated flows, which are the Logic Apps equivalents. As we continue to invest in Business Process Flow and UI Flow, these are additional types of abstractions that continue to build on top of that layer, and these won’t necessarily be brought back into the Logic Apps code base. Other topics discussed in this episode: <ul> <li>Plans for synchronous/real-time flow</li> <li>Plans for improvements to connector documentation</li> <li>Why can’t I run a Flow when a row is added to Excel?</li> <li>When will the Dynamics 365 connector go away?</li> <li>Improved documentation for using actions in flow</li> <li>Managing order of operations with multiple flows</li> <li>Should you put your flows in a solution?</li> <li>Should you use nested conditions?</li> <li>Calling solution based flows from a canvas app</li> <li>Best practices for enterprise flow</li> </ul>

Introducing Power Automate with Stephen Siciliano

In today's Power Platform Daily Brief (brought to you by Maplytics by Inogic), Brad Koontz reviews Satya Nadella's keynote from Build and Joel Lindstrom delivers a recap of the announcements from Build.

In today's Power Platform Daily Brief (brought to you by Maplytics by Inogic), Brad Koontz reviews Satya Nadella's keynote from Build and Joel Lindstrom delivers a recap of the announcements from Build.

PPDB: Build update and vision keynote

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