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Apr 30, 2018

This episode is brought to you by KingswaySoft.

We are live at the Hitachi Solutions Customer Conference 2018. 

In the first half, Joel Lindstrom, Shawn Tabor, and Scott LeFante talk about "the power of the 3." Field Service, Project Service, and Customer Service are each great, but they get really powerful when you...


Aug 21, 2017

In this episode (sponsored by KingswaySoft) we announce some exciting news about some new series coming soon to the CRM Audio network.

Other topics discussed:

  • Field service and Salesforce
  • NDA is lifted on v.9 Enterprise Edition
  • Microsoft releases tool to migrate KB articles
  • Automated testing
  • Deploying Dynamics 365 in...


Jul 31, 2017

In this episode (sponsored by KingswaySoft and AlexaCRM) we wrap up July with an update about Business Edition and George fills us in on Dynamics 365 for Talent.

Other topics discussed on this episode:

  • "Ask Mr. Field Service"
  • The short lived demise of MS Paint
  • OneNote Quick Notes vs Notepad
  • Converting emails to cases...


Feb 27, 2017

In this episode, sponsored by AlexaCRM and KingswaySoft, Tony Stein joins us to discuss the exciting plans for the CRMUG Focus conference in May.

Other topics discussed in this episode:

New release of USD
    What is Safe Dispatcher
    Keyboard shortcuts

Joel's Flows
    Getting current user with Dynamics steps
   ...


Feb 11, 2017

In this episode (sponsored by KingswaySoft and AlexaCRM), we discuss the following topics:

  • George's money back certification exam offer
  • Do certifications matter
  • CRM App for Outlook now works on mobile
  • Can you run the Outlook app and CRM for Outlook simultaneously
  • The Hobbit's guide to relationship insights