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Gus Gonzalez, a Microsoft Business Solutions (CRM) MVP since 2012, covers subjects rarely discussed openly in the CRM Community. With 15+ years of experience in the CRM world and hundreds of successful deployments around the world, Gus brings a real-world fact-based approach to these subjects and how they affect the Microsoft Dynamics 365 and Microsoft Dynamics CRM community.
 
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show series
 
Last week we attended the UG Summit 2021 in Houston, TX...many people were concerned about having an event in person and a large number of attendees decided to attend virtually instead. In this episode, Microsoft MVPs Sarah Jelinek, Nicholas Hayduk, and Gus Gonzalez sit down and discuss their experience attending the event in person and whether the…
 
I'm never really excited to see announcements around licensing for Dynamics 365 and Power Apps, but I've been looking forward to this announcement for months! But first, as usual, I went into a tangent about something else, this time I discuss July 1st, and how important of a date it is for me personally. Link: https://www.microsoft.com/en-us/licen…
 
There's someone who works at Microsoft who has been involved in the release of Microsoft Dynamics 365 (previously known by different names) since its Beta version. He led the creation of the first version of the product, then the creation and release of Microsoft Dynamics CRM 3.0, 4.0, and then responsible for taking it Online! And I believe that u…
 
Solution audits are a great way to work around challenges with your current implementation, whether it is because you are curious about the effort to fix an issue, complete a migration, or improve user adoption, an audit can make a huge difference in terms of effectiveness of a Dynamics 365 Solution for any organization.…
 
This is our 4th Anniversary Episode! Thank you everyone who have been listening since May 2017. This one is for you! I found some interesting data about the Lifecycle of Dynamics 365 On-Prem. Listen to this episode and tell me what you think. Also, this episode is available on video through our YouTube channel: http://crmmvpmedia.com/…
 
In this podcast Microsoft MVPs Hamish Shield and Dani Kahil dive into the concept of ‘requirement curveballs’, sharing their experience in challenging projects with complex , misunderstood or ambiguous requirements. They talk about how to get everyone on a project to that sweet spot, where there is a shared understanding of the requirements. Links …
 
In this episode of the podcast I talk to Andrew Ly, who on top of being one of my favorite MVPs in the world he just became a FastTrack Recognized Solution Architect. Andrew discusses the process he went through to receive the recognition and how it is different from a Certified Power Platform Solution Architect. My Guest: Andrew Ly: https://www.li…
 
Recently Microsoft announced that they will be taking over the support of local user groups while other organizations battle to fill the gaps Microsoft will be unable to fill initially such as in person events and training. Most of the organizations looking to fill those gaps are led by implementation partners, and I wanted to share my thoughts on …
 
Today we discuss 10 capabilities from Dynamics 365/Power Apps that have been around for a while and whether they are still useful. need some work, or never worked whatsoever. The List: 1. More Addresses 2. Connections 3. Word/Mail Merge Templates 4. Follow/Unfollow 5. Merge 6. Duplicate Detection 7. Import Data Wizard 8. Bulk Duplicate Deletion 9. …
 
To celebrate our 100th episode, I decided to compile some data about the show and go over it with you. Along the way, you'll find me going out in tangents and sharing some lessons and best practices...I hope some of these helps! Thank you everyone for tuning in, don't forget to subscribe to our YouTube channel below and stay tuned for even more CRM…
 
Most of the functionality in the Dynamics 365 Customer Service App has been around for years, so I invited two Microsoft MVPs and Customer Service experts to discuss the value of these features today. The features we discussed are: Knowledge Base Subject SLAs/SLA Pausing Entitlements Queues Case Creation and Case Routing Rules Customer Service Port…
 
The Dynamics 365 2021 release wave 1 is upon us and I wanted to take a few minutes to talk about some of the features I’m really excited about, including very innovative (and borderline hard to believe) capabilities as well as some improvements we have been expecting for years! I also address a topic that might be very controversial to discuss open…
 
Most of the functionality in the Dynamics 365 Sales App has been around for over a decade, so I invited two Microsoft MVP veterans and world-class implementers to discuss the value of these features today. The features we discussed are: Leads Quotes Orders, Invoices Sales Territories Goals and Fiscal Years Product Catalog Competitor Sales Literatur…
 
A couple of years ago Microsoft released the $10 per user per app per month license and a lot of organizations were either tempted to make a move into the new licensing model or made the change altogether. Well, Microsoft seemingly improved this offer by allowing organizations to create Power Apps hosted on Dataverse/CDS for FREE*. Well, it's not 1…
 
Last year we got together and asked Microsoft for some new features and some changes or adjustments to existing ones...since we had such a poor record in 2020 (just like everyone else this year) we decided to give it another shot and ask Microsoft for some more stuff! Listen to five Microsoft MVPs as they each reveal their list of wants and needs f…
 
The Coronavirus Pandemic has affected millions of businesses around the world, one of those businesses is Dynamic Communities, Inc. The organization that runs the user groups globally and the organizer of many marquee events such as the User Group Summit that I've attended every year since 2012. This year the organization has been under heavy criti…
 
The Product Catalog in Microsoft Dynamics 365 is a polarizing piece of functionality. Some people love it and some people swear they'll never use it, some think it's too complicated and some think it's not complex enough, some companies rely on it where others avoid it at all costs, so I invited Microsoft MVP and Solution Architect Gustaf Westerlun…
 
Dealing with data is one of the most challenging aspects of owning a CRM Solution. Whether you are using Dynamics 365 or Power Apps, I wanted to share a list of 10 things you can put in place to make sure your data quality is always high. I also share a 10-question data readiness quiz to see how healthy your organization is in terms of data quality…
 
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 enable them but all of them are super simple and can make a HUGE difference for your users' experience.
 
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 things she wishes she knew early in her Business Application career. Hopefully you can learn something in this episode that you won't have to learn the har…
 
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