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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 & 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.
  • Dynamics Practice Podcast - Mark Smith discuses the business side of Dynamics with leaders in the Dynamics community. How do you optimize the relationship with Microsoft, hire the right people, and keep your clients happy?

May 22, 2017

This episode was recorded at the 2017 Hitachi Solutions Customer Conference. Joining Joel and Shawn are special guests Paul Way and Matthew Case.

Paul is a developer and the creator of the CRM Data Detective, which is now the XRM Toolbox's Attribute Usage Inspector. 

Matthew Case is a consultant and CRM trainer, and he has logged over 8,000 hours training companies on how to use CRM.

We discuss how to build your training strategy when deploying Dynamics 365. How does Learning Path fit in, when is the right time to do training, and how do you decide what type of training is best?

Other topics discussed in this episode:

  • Virtual entities
  • Using the right tool for the job
  • A novel approach to deduplicating contacts in Outlook
  • Flow vs. Workflow
  • Using the right tool for the job
  • Matthew and Paul's favorite XRM Toolbox plugins