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    CRM Audio

    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.
    en200 Episodes

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    Episodes (200)

    Back to School or What's New Wave 2 2023

    Back to School or What's New Wave 2 2023

    In this episode, George and Nick dive into Wave 2 2023 and what it's going to wash out for Power Pages. What's in store? 

    • The integration of DocuSign 
    • Bootstrap 5 and transition to it 
    • The capabilities and future potential of the Power Pages Copilot
    • Upcoming features for administration and governance 
    • Enhanced collaboration features in the Power Pages Design Studio
    • Introduction of managed environments
    • New updates on user analytics

    Credits

    Cover image by Matt Ragland on Unsplash

    References

    Get in touch

    CRM Audio
    enNovember 16, 2023

    Payments in Power Pages or Show Me The Money

    Payments in Power Pages or Show Me The Money

    What you hear in the opening is a sound clip titled "money count bills". Not sure about that, sounds more like soliders marching on gravel. Why did I pick that sound? Because it was available in the sound effect library I have already paid for. If I didn't have to pay for things, I would have definitely included Pink Floyd. Classic. Or Jerry McGuire saying "Show me the money". In this episode of Refresh the Cache Nick and I talk about how to take the nice customer's money using nothing but Power Pages.

    Credits

    Cover Image by Image by Olya Adamovich from Pixabay.

    References

    Get in touch

    CRM Audio
    enAugust 24, 2023

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

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

    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

    Get in touch

    CRM Audio
    enJune 27, 2023

    Life As a Template

    Life As a Template

    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 & 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
    CRM Audio
    enApril 18, 2023

    Release Tsunami 2023

    Release Tsunami 2023

    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

    Credits

    Cover photos by David Cleverley and Eduardo Drapier on Unsplash

    Get in touch

    • voice@crm.audio
    • Nick Hayduk @Engineered_Code
    • George Doubinski @georgedude
    CRM Audio
    enFebruary 21, 2023

    Program Manager in Principal

    Program Manager in Principal

    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

    Copyrights and licenses

    Artwork by @dreamstudioai

    The following music was used for this media project:

    Get in touch

     

    The Dark Side of the Moon

    The Dark Side of the Moon

    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

    Power Pages Licensing: Show Me The MAU

    Power Pages Licensing: Show Me The MAU

    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

    Goodbye Portals, Hello Pages

    Goodbye Portals, Hello Pages

    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 & 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

    Moving on from being a Dynamics CRM (365) Developer

    Moving on from being a Dynamics CRM (365) Developer

    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.

    CRM Audio
    enNovember 16, 2021

    Bizapps career: partner, independent, or Microsoft

    Bizapps career: partner, independent, or 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.

    • Working for a Microsoft Partner
    • Going independent
    • Working for Microsoft
    CRM Audio
    enOctober 11, 2021

    Independent connectors for Power Platform

    Independent connectors for Power Platform

    George, Shawn, and Joel are back with another podcast!

    Topics discussed today:

    • Release notes for Wave 2 2021 are out--do they matter?
    • Joel is a Twitter quitter
    • Multi-table (polymorphic) lookups--what are they good for
    • Microsoft YouTube channel--why no comments?
    • Joel and George got the Mac Mini M1
    • Why does George need 64 GB of RAM
    • Power Automate Desktop is now a standard feature in Windows 11 (and Joel thinks Microsoft is going to take over the RPA world)
    • George uses n8n.io open-source automation alternative
    • Independent Power Platform connectors are here--individuals and partners can now publish connectors to third party connectors and share them in the Power Apps, Power Automate, and Logic Apps connector library

    Dataverse for Teams: is it a platform?

    Dataverse for Teams: is it a platform?

    In this episode of CRM Audio, George Doubinski and Joel Lindstrom discuss the business case for Dataverse for Teams. Who is it for and what does it mean for people who already have Dataverse and Dynamics 365? 

    CRM Audio
    enJune 06, 2021

    Power Apps portals terminology changes and community forums

    Power Apps portals terminology changes and community forums

    Nick and Nick are joined by special guest "Portals Super User" Oliver Rodrigues to discuss portal terminology changes and getting answers on community forums.

    Oliver Rodrigues

    @BrahmeiroDiary

    https://oliverrodrigues365.com/

     

    Nicholas Hayduk

    @Engineered_Code

    https://www.engineeredcode.com/

     

    Nick Doelman

    @ReadyXrm

    https://readyxrm.blog

    https://365.Training

     

    Oliver's Scottish Summit Session:

    Oliver Rodrigues - Power Apps Portals best practices

    New portal terminology changes:

    Terminology changes in Power Apps portals - Power Apps | Microsoft Docs

    Making a Power Apps Portal not look like a Portal

    Making a Power Apps Portal not look like a Portal

    Nick and Nick are joined by special guests Ulrikke Akerbæk and Franco Musso to discuss what "Where's Waldo?" is called in different countries, new portal features and how to build a Power Apps portals that doesn't look like a portal.

    Portal Entity Permissions Manager https://jonasr.app/2021/02/epm/

    Power Platform Release Plan 2021 Wave 1 https://docs.microsoft.com/en-us/power-platform-release-plan/2021wave1

    Ulrikke Akerbæk @UlrikkeAkerbk https://ulrikke.akerbak.com/

    Franco Musso @crmbizcoach https://francomusso.com/

    Nicholas Hayduk @Engineered_Code https://www.engineeredcode.com/

    Nick Doelman @ReadyXrm https://readyxrm.blog

    https://365.Training

     

    When NOT to use Power Apps Portals and other updates

    When NOT to use Power Apps Portals and other updates

    Colin Vermander @koolin_ Nick Doelman @readyxrm Nicholas Hayduk @Engineered_Code

    Configure Azure AD B2C Provider: https://powerapps.microsoft.com/en-us/blog/power-apps-portals-configure-azure-ad-b2c-provider-for-portals-in-a-new-way-preview/

    JQuery Update: https://support.microsoft.com/en-us/help/4594428/portal-9-2-10-x-breaking

    AlexaCRM: https://alexacrm.com/

    Portal Connector: https://www.crmportalconnector.com/

    Sponsored by 365.Training

    Microsoft Dataverse

    Microsoft Dataverse

    In today's podcast, Joel Lindstrom and George Doubinski talk about Dataverse, the new name of Common Data Service.

    Microsoft has also renamed some of the CDS components. Entities are now tables, Option Sets are now choices, and fields are not columns.

    These new names may be confusing for long time platform users, but they move the platform to be more consistent with other platforms and will help makers moving from SharePoint to Dataverse, as the naming is now consistent.

    CRM Audio
    enNovember 26, 2020

    Fall into Portals Virtual Conference Recap

    Fall into Portals Virtual Conference Recap

    Nick, Colin and Nick discuss the recent Fall into Portals Virtual Conference and recap the incredible content.

    Fall into Portals Recording: https://365.training/Courses/Detail/Fall_PowerAppsPortals

    Content Publishing on Portals using multi-language: https://www.youtube.com/watch?v=L6EDgqgk9G8&t=317s

    Colin Vermander @koolin_ Nick Doelman @readyxrm Nicholas Hayduk @Engineered_Code

    Sponsored by 365.Training