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CRM Audio

May 31, 2017

In this episode of ProdCast, Matthew C. Anderson gives OneNote tips about how to effectively use tagging and other methods to organize OneNote:

  • When should you use tags?
  • Tags vs. Tabs?
  • Add to OneNote or add to a folder in OneDrive/DropBox?
  • One notebook or multiple notebooks

He also mentions some really great third...


May 29, 2017

In this episode (sponsored by KingswaySoft and AlexaCRM), George gives a recap of what he saw at Build, including in context workflows in in Dynamics 365, the future of Azure, business intelligence and cognitive services.

Other topics in this episode:

  • We welcome our friend Gus Gonzalez to the world of CRM podcasting...


May 24, 2017

In this episode:

  • PowerBI new pricing model
    • No sharing for non Power BI Pro
    • PowerBI Embedded is now PowerBI Premium
    • PowerBI OnPremises
  • Quick Measures--what are they and how can they help make your Power BI development easier?


Episode 52: Dynamics 365 Training Strategy

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...


Episode 52: Dynamics 365 Training Strategy

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...