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CRM Audio

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...


Jul 26, 2017

In this episode (sponsored by KingswaySoft and AlexaCRM) Matthew C Anderson and Joel Lindstrom discuss how to do a weekly self-evaluation planning session. How effectively are you meeting your goals?


Jul 24, 2017

In this episode (sponsored by AlexaCRM and KingswaySoft), George, Joel and Shawn talk marketing. Who is Adobe Marketing Cloud a good fit for what will typical Dynamics 365 clients use? Other topics discussed in this episode:

Salesforce entry into field service
Why is Mark Benioff following Microsoft MVP's?
CRM Tip Of...


Jul 19, 2017

In this episode, we discuss options for embedding your Power BI reports and dashboards in Dynamics 365/CRM. What is the easiest way to make your dashboards available to CRM users, how is security access to the dashboards handled, and what is the mobile experience.

This episode is a production of Dynamic Podcasts LLC....


Jul 12, 2017

In this episode (sponsored by AlexaCRM and KingswaySoft) we debate mobile vs. PC email apps--which is the most productive experience.

We also discuss mobile calendars--why can't we find one calendar app to rule them all. 

Plus--have you ever taken a "fake"cation? Why this might be a call for help.

This episode is a...