Episode 34: What's the best way to consume Dynamics 365 data and functionality?
CRM MVP Podcast26 Elo 2018

Episode 34: What's the best way to consume Dynamics 365 data and functionality?

In the past, whenever we approached a Dynamics 365 Solution we never really thought about the client/medium the user would use to access the functionality and data. We led entire implementations from the perspective of the Web Client and other available clients were always an afterthought.

With the improvements on the Mobile clients and the introduction of new mediums to access the information over the last couple of years, we are no longer on a place to ignore all of these options and remain effective as a Solution Architect.

So, I invited CRM MVP Michael Ochs to discuss these options and share some best practices and examples on best situations to use each option. We discussed:

  • Web Client with Unified Interface
  • Outlook clients
  • Mobile Clients
  • Task Flows
  • Power Apps
  • Portals
  • Power BI
  • Unified Service Desk

Follow Mike: https://twitter.com/MikeFactorial

Cobalt's Snapshot: https://www.cobalt.net/category/crm-lab/crm-snapshot/

Jaksot(100)

Episode 89: Ten secrets Microsoft MVPs DON'T want you to know

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There are countless online articles titled something like "Here are the secrets *insert profession or industry here* don't want you to know", and it gave me the idea for this episode. Here are ten sec...

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Episode 88: Top 10 QUICK AND EASY Improvements to Dynamics 365

Episode 88: Top 10 QUICK AND EASY Improvements to Dynamics 365

In this episode, I cover 10 quick and easy improvements you can add to Dynamics 365. Some of these are simple settings that most people never enable, and some require special (but free) tools to enabl...

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Episode 87: Ten things I wish I knew early in my Business Apps career

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There are things we learn from others, and things we learn on our own by making mistakes or missing opportunities and learning from them. Amey Holden is a Microsoft MVP and she is sharing the 10 thing...

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Episode 86: DYNAMICS 365 SALES INSIGHTS

Episode 86: DYNAMICS 365 SALES INSIGHTS

Dynamics 365 Sales Insights enables organizations to bring together the art and science of selling. Engage buyers like never before with seller intuition and AI working in concert. Lisa Crosbie is bac...

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Episode 85: Top 10 things people do in projects at the WRONG time

Episode 85: Top 10 things people do in projects at the WRONG time

Implementing Dynamics 365 can be tricky, there can be so many moving parts, but some of the things that you do on every Dynamics 365 Implementation must be done at the right time to maximize value. I...

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Episode 84: Dataflex, Power Text...and oh yeah I almost died

Episode 84: Dataflex, Power Text...and oh yeah I almost died

July was full of surprises, starting with a positive COVID-19 test on July 3rd, my battle against a virus that took me to the hospital twice and almost killed me, plus I talk about Dataflex announced ...

26 Heinä 202058min

Episode 83: So you are a Microsoft MVP, now what?

Episode 83: So you are a Microsoft MVP, now what?

This is episode is hosted by Lisa Crosbie, a new Microsoft MVP for 2020 who wanted to share her perspective regarding the "MVP Process" and add some best practices for aspiring MVPs. Follow Lisa: http...

12 Heinä 202046min

Episode 82: Alarming Signs of Low User Adoption

Episode 82: Alarming Signs of Low User Adoption

In this episode we discuss the alarming signs of low user adoption and discuss how we can handle them. The article reviewed in this episode: https://academy.whatfix.com/alarming-signs-crm-is-underuti...

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