CRM Audio -- The Microsoft Dynamics CRM Podcast 1sm4q

In this episode, I announce some changes going on at CRM Audio and share my thoughts on self-service license purchase options for the Power Platform. This episode is brought to you by Maplytics by Inogic. Microsoft recently posted a notification in the Microsoft 365 Message Center this week notifying customers that starting in mid-November, end s would be able to start purchasing licenses directly without approval. This has resulted in the typical doomsday reaction by some people in the community. It seems like whenever Microsoft announces some change to the way that software is sold or licensed, somebody will be outraged. This speaks to the breath of Microsoft’s customer bases, and you can’t always make everybody happy. Predictions are made that CIO’s won’t trust the platform and won’t use it. Yet, based on Microsoft’s latest financial numbers, they are doing something right and the sky is not falling. I think that, like usual, this outrage is overblown, some arising from misunderstanding what is happening, and some from people who work for very large enterprises not recognizing that the majority of companies' environments are not like theirs. The Power Platform is just that—a platform. Saying that end s can buy their own licenses does not mean that they can buy access to data—it means that they can buy licenses—using their own money—to build their own apps, flows, and reports. It doesn’t give them the ability to by any corporate data governance. So here is why I think that self-service license options are nothing to fear: s can do it anyway. Even before the self-service option is introduced, if an employee or department wants to build PowerApps or use Power BI, they can buy their own licenses outside of your tenant. With the self-service option, at least you get visibility for who is using Power Platform and your data and access policies still apply. Also, many Office 365 services and add-ons can be purchased and used without approval today, so what is the difference? s can do it with most competing systems. Slack, Salesforce, and Lucidchart grew to what they are today by selling their services directly to individuals and departments without corporate approval. In many companies, these grew to be corporate standards based on the number of people in the organization that were using them. Saying that CIO’s will not use Power Platform because they offer self-service license purchases is a fallacy because what alternative are they going to use that doesn’t also allow self-service license purchases without approval? Why should Microsoft be held to a different standard than equivalent services? You still maintain control—DLP rules determine what connectors can be used in end-s’ apps and flows, security roles in SharePoint and CDS grant or block what records they can access and actions they can perform in corporate systems, and Active Directory SSO limits where s can to Power Platform apps and services. Plus you have full visibility for who have purchased licenses and what they are doing with them. And most importantly, just because an end- buys a license, that doesn’t give them access to your precious corporate data. How is someone buying a license and building an app with their own data any different than someone doing the same thing with an Excel spreadsheet? If your organization has a policy against people buying their own licenses to build apps, you can see who is doing this and go knock them in the head or cut off their access to the other services. Based on these reasons, I feel this is nothing to worry about. Would it have been better to give the option to disable self-service license purchases? Maybe. Will some somewhere not know about this and have s build ninja IT? Likely. Is it reasonable to say Microsoft shouldn’t do this when it would put them at a competitive disadvantage in many situations? Absolutely not.

This episode is brought to you by mscrm-addons. Microsoft Ignite 2019 is two weeks away, and Anna Chu from Microsoft s us to share the excitement. As Microsoft 365 Product Marketing Manager, Anna is responsible for working across the Microsoft Tech Community and MVP communities to engage with the IT Pro audience. This involves driving partnerships between engineering and marketing that influence product roaps and leading community strategy to enable best practice sharing between customers – in turn facilitating a natural loop between the people who build Microsoft Office products and services and the people who implement them. She is also the Community Strategy Lead for major Microsoft events such as Microsoft Ignite and Microsoft Ignite | The Tour.  Discussed in this episode: Demographics of Ignite attendees Unconferences Strategy for selecting sessions What's new this year and how the keynote will be different What to expect at Microsoft Ignite | The Tour Can't attend Ignite in person? You can still make a schedule and watch sessions via live stream when they happen at https://www.microsoft.com/en-us/ignite. This year you can also interact with presenters and submit questions.

This episode is brought to you by mscrm-addons.com. Tony Stein from Dynamics Communities s us to talk about what you can expect from next week's group summit. Extreme365 Power Platform Group Dynamics 365 group Silent disco All star awards Changes from last year Music: Ben Vollmer Song  

This episode is brought to you by Maplytics by Inogic. Next week is Group Summit 2019, and to help get ready we have Nick Doelman, Darly LaBar, Jonas Rapp, Jim Novak, and Sara Lagerquist Joel Lindstrom and George Doubinski to talk about their sessions. Even if you aren't attending the conference, you will learn something from this episode, as each ist shares some of the tips that they are going to present in their sessions. Sessions mentioned on this episode: Unit Testing for C# Dynamics 365 CE/CRM/CDS Developers (https://www.eventscribe.com/2019/summit-orlando/fsPopup.asp?Mode=presInfo&PresentationID=566088) Monday, October 14 8:00 AM – 5:00 PMDEV07 - Creating a Plugin With Unit Tests From Scratch (https://www.eventscribe.com/2019/summit-orlando/fsPopup.asp?Mode=presInfo&PresentationID=583252) Thursday, October 17 9:30 AM – 10:30 AMDEV09 - Ask the Experts, CRM Developer Edition! (https://www.eventscribe.com/2019/summit-orlando/fsPopup.asp?Mode=presInfo&PresentationID=583254) Thursday, October 17 4:15 PM – 5:15 PM23 - Top 10 Free Tools for CRM s and Functional Consultants (https://www.eventscribe.com/2019/summit-orlando/fsPopup.asp?Mode=presInfo&PresentationID=583255) Friday, October 18 1:15 PM – 2:15 PMUI10 - Deep Dive into Model Driven Forms JS for Non Developers(https://www.eventscribe.com/2019/summit-orlando/fsPopup.asp?Mode=presInfo&PresentationID=583253) Friday, October 18 2:30 PM – 3:30 PM DEV03 - Developing XrmToolBox Tools https://www.eventscribe.com/2019/summit-orlando/fsPopup.asp?embedded=true&pfp=D365CEcrm&Mode=presInfo&PresentationID=583336 DEV08 - Working With Liquid Templates in Dynamics Portals https://www.eventscribe.com/2019/summit-orlando/fsPopup.asp?embedded=true&pfp=D365CEcrm&Mode=presInfo&PresentationID=583335 PP11 - Building Canvas Apps - Time to Jump on the Bandwagon https://www.eventscribe.com/2019/summit-orlando/fsPopup.asp?Mode=presInfo&PresentationID=583381   NAAP06 - 5 Steps to Create PowerApps for Any Device https://www.eventscribe.com/2019/summit-orlando/fsPopup.asp?Mode=presInfo&PresentationID=583382   EXCE03 - Let's Build an XrmToolBox Tool! https://www.eventscribe.com/2019/summit-orlando/fsPopup.asp?Mode=presInfo&PresentationID=583380   DEV07 - Creating a Plugin With Unit Tests From Scratch https://www.eventscribe.com/2019/summit-orlando/fsPopup.asp?Mode=presInfo&PresentationID=583252 15 - Improve Your Dynamics 365 Data Quality With a PowerApp https://cdmcd.co/Rz6Z4   UI04 - Tips to Help Drive an Aggressive CRM Roap at Your Organization https://cdmcd.co/baqKJ Music: Ben Vollmer Song

This episode is brought to you by ClickLearn. In this episode: Dynamics 365 Marketing Wave 2:  https://cloudblogs.microsoft.com/dynamics365/it/2019/10/04/the-dynamics-365-marketing-2019-release-wave-2-update-is-rolling-out-starting-now/ The recordings from Power Platform 24 are now all available to watch online. You can see them at https://365.training/Courses/Detail/power24 Microsoft last week published updated details about the new api limits. https://docs.microsoft.com/en-us/power-platform//api-request-limits-allocations One week until group summit www.na.groupsummit.com Power Apps component framework is now generally available https://powerapps.microsoft.com/en-us/blog/announcing-the-general-availability-of-the-powerapps-component-framework-for-model-driven-applications-and-powerapps-cli/ Microsoft has released some of its internal PowerApps as the Employee Experience starter kit. https://powerapps.microsoft.com/en-us/blog/powerapps-employee-experience-starter-kit/   Music: www.purple-planet.com    

This episode is brought to you by Maplytics by Inogic. Mark & Iain talk about their recent visit to DynamicsPower Dublin! With a rundown on the sessions, Mark talks about his recent run on the PowerPlatform24 event and we cap it off with the new Surface Gadgets. that group summit is coming up in Orlando October 15-18. now.

This episode is brought to you by KingswaySoft. In today's Power Platform Daily Brief: Mary Jo Foley: Microsoft to add more AI-infused apps and features to Dynamics 365. Issues fixed in service update 86 (coming Oct 3) New connectors for the Power Platform New courses and learning paths on Microsoft learn https://docs.microsoft.com/en-us/learn/? Music: www.purple-planet.com

This episode is brought to you by  Maplytics by Inogic. Jon Levesque, Microsoft Flow evangelist, s us today to talk about how to demo Flow. You know Flow is awesome, so you want to demo it at conferences and group meetings--what are some of Jon's tricks for successfully demoing Microsoft Flow? Topics in this episode: CDS connector--should you demo the CDS connector or the CDS current environment connector? Should you give your audience a copy of the Flow Best way to demo scheduled Flows Demoing approval Flows as different personas Demoing Flow mobile on unreliable conference wifi How demoing Flow is like a cooking show Plus how you can use Microsoft Flow to prank your friends.

This is the Power Platform Daily Brief for Sept 23 (brought to you by D365ug). Show notes/Transcript: News on the data flows—Common Data Service data integrations have been renamed Data flows "This month we’re introducing an enhancement that allows creation of Dataflows containing only Analytical entities. This option can be selected within the “New dataflow” screen. Analytical dataflows allow free-form entities to be created, but also provide built-in experiences for harmonizing those entities into standard Common Data Model entity schemas, using the “Map to standard entity” dialog accessible from the Power Query Editor. Dataflow entities are also stored in CDM Folders within Azure Data Lake, allowing integration with other Azure Data and AI services, analytics and insights scenarios." This update also adds for new data connections like PDF files, Teradata, MySQL, and new data transformations. https://powerapps.microsoft.com/en-us/blog/whats-new-in-dataflows-and-data-integration-september-2019/   PowerApps checker now includes app checker results for canvas apps in the solution. The App checker lists any formula errors, accessibility warnings and now also performance optimization tips https://powerapps.microsoft.com/en-us/blog/powerapps-checker-now-includes-app-checker-results-for-canvas-apps-in-solutions/  I had a positive experience on Friday—I found I could add existing flows to a solution. The flows outside of solutions area has been there for a while, but the ability to add existing flows to solutions hasn’t worked yet, but it does now. Let’s take a look at some of the new connectors for the Power Platform: SerwerSMS Azure Monitor: Connect to your Azure Monitor Logs solution to run and visualize various monitor queries. ModuleQ: ModuleQ's proactive AI technology equips you for success. Use the ModuleQ Flow Connector to trigger notifications when new recommendations are available. More details at https://moduleq.com (requires existing ModuleQ ). Service update 84 rolls out in North America on the 26th. Some highlights addressed by this fix: Bookable resources not visible from related records Flow approvals timing out When a mailbox was configured with a Gmail address, and "recent mode" was enabled, sending an email produced a duplicate email. When a queue's owner was changed, the new owner was not added as a member of that queue. Custom activity entity icons did not render. The Timeline displayed modified case resolution records as being "Resolved by ..." instead of "Cancelled by ...".   And finally, only 48 hours until Power Platform 24. Let’s look at some of the sessions: We start with Shane Young PowerApps, Flow, and Sharepoint, Oh My! "You probably know one, you might know them all, but do you know how they best work together? In this session, you will learn about how the three work together to help you build great solutions. The session will be demo heavy so come prepared to see the products in action. Topics to be discussed include: * How to choose when they all do the same thing * Real world use cases we are seeing * Some of the quirks of the trio * Discussion of some of the other data sources that may come up * How you can also incorporate your on-prem SharePoint"   Then we have Ben Vollmer talking about Field Service: Come learn in an hour how to leverage Field Service and PowerApps to meet your customers needs.

Time for a CRM Audio episode with George Doubinski, Shawn Tabor, and Joel Lindstrom (brought to you by ClickLearn). In this week's episode we talk about the following topics: George's new Tesla Death of classic UI Wave 2 release schedule Getting ready for Power Platform 24 Dealing with information overload conferences Differences between CDS connector and Current Environment connector  

This is the Power Platform Daily Brief for September 16, 2019. This episode is brought to you by Maplytics by Inogic. Topics and links for today's daily brief: Charles Lamanna announces the winners of the TDGi Hack for Good. https://youtu.be/FTbvjwLgTCQ Watch the 2019 Virtual Flow Conference on demand. https://www.youtube.com/watch?v=MvCcnlw6tjs for the October 10 wave 2 virtual launch event https://info.microsoft.com/Microsoft-Business-Applications-virtual-launch-event-October-2019_Registration.html?ocid=AID2450874_QSG_BLOG_356824 App Checker now includes performance optimization tips: https://powerapps.microsoft.com/en-us/blog/app-checker-now-includes-performance-optimization-tips/ PCF Controls now work in canvas apps https://powerapps.microsoft.com/en-us/blog/announcing-experimental-release-of-the-powerapps-component-framework-for-canvas-apps/ Custom connectors now are ed in solutions. https://powerapps.microsoft.com/en-us/blog/custom-connectors-now-available-in-solutions-preview/ Plus, Joel is preparing for the PowerPlatform 24, D365UG summit, and other conferences. He shares his process for how to prepare to deliver a conference presentation. Music: www.purple-planet.com  

This episode is brought to you by ClickLearn. Today Mark & Iain talk about the end of the classic UI, Marketing Segments and the Ignite World Tour   Links 24 Hour XRM Virtual Conference - https://www.xrmvirtual.com/ Charles Lamanna Blog - https://community.dynamics.com/365/b/365teamblog/posts/announcing-the-timeline-to-move-to-unified-interface-2137660788 Marketing Segments Update - https://365community.online/segments-explained Dilyana Radulova – Linkedin https://www.linkedin.com/in/dilyana-radulova Twitter https://twitter.com/DilyanaRadulova Ignite World Tour - https://www.notify.msignite-the-tour.microsoft.com/ Music: www.purple-planet.com  

This is the #PowerPlatform Daily Brief for Sept 9, 2019 (brought to you by KingswaySoft).   In today's daily brief: New model driven form designer is generally available Microsoft softens new portal pricing increases Flow online conference is tomorrow https://www.eventbrite.com/e/microsoft-flow-online-conference-2019-tickets-64261485834 PowerPlatform 24 session schedule is now up at xrmvirtual.com Congratulations to the participants in the TDG Global Hack for education. See the solutions here: http://tdgi.rocks/video-gallery/ Music: www.purple-planet.com

This episode is brought to you by Maplytics by Inogic. Brad Koontz sits down with Malin Donoso Martnes, the first D365 for Talent MVP, to discuss Dynamics Talent and monster trucks run amok in Sweden.  Links: Resources for Talent and where to find them:  https://malinsdynamics365fortalent.com/2019/04/23/resources-for-talent-and-where-you-find-them/ LinkedIn: https://www.linkedin.com/in/malinmartnes/ Music: www.purple-planet.com

This is the Power Platform Daily Brief for Sept 5 (brought to you by ClickLearn). Today Mark and Iain review recent community blog posts: Links: My Favorite Murder: https://www.myfavoritemurder.com/ Sept update for Remote Assist: https://cloudblogs.microsoft.com/dynamics365/it/2019/09/03/september-update-of-dynamics-365-remote-assist-improves-snapshot-feature-and-protocol-activation-experience/ Emma D'Arcy: How to Stay Motivated https://tattooedcrmgirl.com/2019/09/02/how-to-stay-motivated/ Canvas App from scratch and exploring the camera control: https://365community.online/canvas-app-from-scratch-and-exploring-the-camera-control TDGI Global Hack: http://tdgi.rocks/#head-slide-10 Music: www.purple-planet.com    

This episode is brought to you by D365UG. Topics in this episode: Marketing Wave 2: https://incrementalgroup.co.uk/2019/08/07/customers-personalising-marketing TDGI Hack for Good - http://tdgi.rocks/ Reminder: only one more day to submit your sessions for Power Platform 24 https://sessionize.com/power-platform-24/. Music: www.purple-planet.com  

This episode is brought to you by Maplytics by Inogic. In today's daily brief: Create environments from Power Platform Center https://powerapps.microsoft.com/en-us/blog/provisioning-and-istration-updates-are-now-live-in-the-power-platform--center/ Submit sessions for power platform 24 https://sessionize.com/power-platform-24/ Mark instant flow steps in business process flow complete/incomplete automatically with Flow https://flow.microsoft.com/en-us/blog/preview-update-instant-flow-steps-in-business-process-flows/ SetFocus for canvas apps https://powerapps.microsoft.com/en-us/blog/faster-data-entry-with-the-setfocus-function/ Microsoft uses Dynamics 365 to manage Windows update https://www.zdnet.com/article/microsoft-is-using-dynamics-365-to-manage-windows-update-releases/ Music: www.purple-planet.com  

This episode of CRM Audio is brought to you by Clicklearn. Today is classic CRM Audio, with George Doubinski, Shawn Tabor, and Joel Lindstrom Topics in today's episode: License driven development: https://brianilland.me/2019/06/23/licence-driven-development/ Power Platform 24 The value of CDS Considering experience with PowerApps Resource scheduling Calendar control #askjoel CA DES Experience The weekly dispatch Have any topic suggestions? Send them to [email protected].

Michal Guzowski talks about his Delegation Learning app, and 10 things he wished he knew before becoming a #PowerAddict

This episode is brought to you by D365UG. Daryl LaBar brings today's daily brief, and he lets us know about an change from Microsoft that might break your workflow assemblies. Check your code and be prepared. Read more at: https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/best-practices/business-logic/remove-uned-code-using-reflection-workflow-activities Music: www.purple-planet.com