CRM MVP Podcast
115 episodes - English - Latest episode: over 2 years ago - ★★★★★ - 10 ratingsGus 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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Episodes
Episode 111: Real Project Stories
December 05, 2021 17:35 - 53 minutes - 56.9 MBDani and James host this episode of the podcast and they share stories from projects in the past where things didn't work as expected from the get go. Hosted by: Dani Kahil: https://www.linkedin.com/in/danikahil/ James Abraham: https://www.linkedin.com/in/jamesrossabraham/
Episode 110: The truth about API Call Limits and Entitlements
November 22, 2021 06:39 - 52 minutes - 43.5 MBThis episode focuses on API calls and the entitlements that Microsoft expects customers to follow based on their licenses. Gustaf Westerlund joins me to share everything you need to know about API calls. P.S. If you are On-Prem this show is not for you. :)
Episode 109: UG Summit 2021 Debrief
October 21, 2021 16:30 - 35 minutes - 64.6 MBLast 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 they will be attending the event in 2022.
Episode 108: Let's talk about the latest licensing changes!
July 04, 2021 16:45 - 51 minutes - 65.3 MBI'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/licensing/news/pricing_and_licensing_updates_coming_to_power_apps
Episode 107: Who is the father of Dynamics CRM/365?
June 20, 2021 16:00 - 1 hour - 78.8 MBThere'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 understanding this person's role in the history of Microsoft Dynamics 365 is important if we are trying to see where the product is going in th...
Episode 106: Unhappy with your Dynamics 365 Solution? Get an audit!
June 06, 2021 16:00 - 33 minutes - 42.2 MBSolution 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.
Episode 105: Is this the end of the line for Microsoft Dynamics 365 On-Prem?
May 16, 2021 16:00 - 48 minutes - 59.2 MBThis 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/
Episode 104: Dealing with uncommon project requirements like an MVP
May 02, 2021 16:00 - 59 minutes - 75 MBIn 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 to some of the materials we discussed during the show: Design Thinking Tools and Templates Design Kit Ideo Design Thinking Stanford d.s...
Episode 103: FastTrack Recognized Solution Architects
April 18, 2021 16:00 - 44 minutes - 43.5 MBIn 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.linkedin.com/in/andrewlyadelaide/ Links: FastTrack Recognized Solution Architects - Power Platform: https://powerplatform.microsoft.c...
Episode 102: Microsoft is taking over the local user groups
April 04, 2021 16:00 - 51 minutes - 63.3 MBRecently 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 whether this is a good thing for the community and for the users. Article reviewed during this episode: https://msdynamicsworld.com/node/30151...
Episode 101: Love it or Hate it? General Functionality Edition
March 21, 2021 16:00 - 53 minutes - 65.7 MBToday 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. Sharing 10. Reports
Episode 100: WE'VE COME A LONG WAY
March 07, 2021 17:00 - 1 hour - 84.8 MBTo 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 MVP Podcast in the future! http://crmmvpmedia.com/
Episode 99: Love it or Hate it? Customer Service App Edition
February 21, 2021 17:00 - 1 hour - 83.5 MBMost 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 Portal Holiday and Customer Service Schedules Parent/Child Case Relationships Scheduling This episode is also available on vide...
Episode 98: Awesome 2021 release wave 1 features, and is MVP's "quality" declining?
February 07, 2021 17:00 - 52 minutes - 65 MBThe 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 openly but, are MVPs losing their “allure”? Are we just "influencers" now and not really experts? Important Links: Dynamics 365 2021 release wav...
Episode 97: Love it or Hate it? Sales App Edition
January 24, 2021 17:00 - 59 minutes - 65 MBMost 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 Literature Gamification Pipeline Charts and Sales Dashboards This episode is also available on video! If you rather see our faces as...
Episode 96: 2020 in Review
January 10, 2021 17:00 - 55 minutes - 101 MBLet's take an hour to go over the goals we set out to achieve in 2020, and how successful we were against those goals. We also go through some of the most exciting moments in the year, the launch of the Decision Accelerator Community, and the slow death of Dynamics 365 On-Premise.
Episode 95: CREATING POWER APPS FOR FREE
December 27, 2020 17:00 - 45 minutes - 53.7 MBA 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 100% free, you do have to have a Microsoft Teams license, but who doesn't have a Teams License nowadays? Before you get too excited and start ...
Episode 94: Dear Microsoft - 2020 Edition
December 13, 2020 17:00 - 1 hour - 72.9 MBLast 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 for Microsoft while the other four MVPs react in real time. Guests: Nicholas Hayduk: https://twitter.com/Engineered_Code Lisa Crosbie: http...
Episode 93: WHAT'S GOING ON AT DYNAMIC COMMUNITIES?
November 29, 2020 17:00 - 1 hour - 72.5 MBThe 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 criticism for actions like cancelling or drastically changing events at the last minute and refusing to provide full refund to attendees. In additi...
Episode 92: Should you be using the Product Catalog?
November 15, 2020 17:00 - 1 hour - 70.3 MBThe 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 Westerlund to dive deep into the Product Catalog and share all of our lessons learned and best practices to those of you wondering how it all works and how...
Episode 91: SPOOKIE CRM PROJECT FAILURE
November 01, 2020 17:00 - 50 minutes - 61.5 MBHow scary would it be to end up with a failed CRM Implementation that costs your company hundreds of millions of dollars? This is exactly what happened on Halloween of 1999 to Hershey. Let's talk about this failed implementation and what we can learn from it.
Episode 90: An MVP Guide to CRM Data Quality
October 18, 2020 16:00 - 51 minutes - 63.3 MBDealing 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 and data management...listen in and see how your organization scores!
Episode 89: Ten secrets Microsoft MVPs DON'T want you to know
October 03, 2020 16:00 - 57 minutes - 72.6 MBThere 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 secrets you probably didn't know about us, the Microsoft MVPs.
Episode 88: Top 10 QUICK AND EASY Improvements to Dynamics 365
September 20, 2020 20:35 - 47 minutes - 59.8 MBIn 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.
Episode 87: Ten things I wish I knew early in my Business Apps career
September 06, 2020 16:00 - 39 minutes - 35.9 MBThere 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 hard way in the future. Follow Amey: https://twitter.com/AmeyHolden Links: Pimp my LinkedIn Profile: https://www.youtube.com/channel/UCUbrBBi...
Episode 86: DYNAMICS 365 SALES INSIGHTS
August 23, 2020 16:00 - 52 minutes - 66 MBDynamics 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 back hosting the show and she dives deep into Sales Insights, its features and capabilities, and her Top 10 features! More info: https://dynamics.microsoft.com/en-us/ai/sales-insights/
Episode 85: Top 10 things people do in projects at the WRONG time
August 09, 2020 16:00 - 1 hour - 89.1 MBImplementing 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. If you do something too early you may have to deal with it for the duration of the projects, constantly struggling to keep it up to date, but if you do something too late you might delay a project because you didn't start soon enough! Here are my Top 10 things most people get WRONG in terms of...
Episode 84: Dataflex, Power Text...and oh yeah I almost died
July 26, 2020 16:00 - 58 minutes - 74.7 MBJuly 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 at Microsoft Inspire, and a new free tool available to the Dynamics 365 and Power Apps community, Power Text! Link to Podcast episode I mentioned on the show: http://divetalkmedia.com/episode-15-this-is-why-we-havent-posted-for-a-month
Episode 83: So you are a Microsoft MVP, now what?
July 12, 2020 16:00 - 46 minutes - 79.5 MBThis 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: https://twitter.com/LisaMCrosbie
Episode 82: Alarming Signs of Low User Adoption
June 28, 2020 16:00 - 57 minutes - 71.6 MBIn 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-underutilized-and-how-to-deal-with-it/
Episode 81: 10 things every Functional Consultant SHOULD KNOW
June 14, 2020 16:00 - 57 minutes - 71.3 MBWhen it comes to becoming or being a Dynamics 365 Consultant, and more specifically a Functional Consultant, there are a few things you should know. So, I put a list together of 10 things a Functional Consultant should know, and if they know these things they can get a job as a Functional Consultant pretty much anywhere! I hope this episode does two things: It helps current Functional Consultants identify potential gaps in their skillset and fill them. It helps aspiring Functional Con...
Episode 80: Here's why you should NOT become an MVP
May 31, 2020 16:00 - 44 minutes - 54.2 MBFor our 3rd Anniversary episode, I wanted to talk about changes that I've seen over the last 3 years and share my thoughts around why some people should not become a Microsoft MVP. I also talk about Impostor Syndrome and what can you do to deal with it. Jonny Kim: https://www.nasa.gov/astronauts/biographies/jonny-kim/biography
Episode 79: Solution Architect's role in 'Agile' implementations
May 17, 2020 16:00 - 1 hour - 83.1 MBDepending on where you work as a Solution Architect you might be expected to be involved with a project from begining to end, or maybe just for bits and pieces during the project execution. Neil Benson, a Microsoft MVP and Agile Implementation expert invited me and Joel Lindstrom to discuss the role of a Solution Architect within the projects we normally implement. From small to large enterprise implementations, roles and responsibilities vary so we wanted to share what we've seen over t...
Episode 78: Hardcore Business Thinking (Part 2)
May 04, 2020 02:22 - 1 hour - 94.6 MBThis is part two of my review of businessThink, a book that transformed my career as a Solution Architect. I thought I could review the book and give you a ton of examples and best practices within an hour or so, and by the time I stopped recording more than 3 hours had gone by. This episode is Part 2 of 2, and it focuses on the last 4 rules described in the book. These rules will make you a better Consultant and Solution Architect. Applying these rules in my Solution Architecture care...
Episode 77: Hardcore Business Thinking (Part 1)
April 19, 2020 16:00 - 1 hour - 120 MBThis is part one of my review of businessThink, a book that transformed my career as a Solution Architect. I thought I could review the book and give you a ton of examples and best practices within an hour or so, and by the time I stopped recording more than 3 hours had gone by. This episode is Part 1 of 2, and it focuses on the first 4 rules described in the book. These rules will make you a better Consultant and Solution Architect. Applying these rules in my Solution Architecture car...
Episode 76: TOP 10 THINGS MVPs HATE
April 05, 2020 16:00 - 1 hour - 68.6 MBIn this episode, 4 Microsoft MVPs walk through the Top 10 things they hate in our industry. We talk about things we hate to see other MVPs, Microsoft, Partners, ISVs, and even ourselves doing! No one is safe. Guests: Daryl LaBar: https://twitter.com/ddlabar Joel Lindstrom: https://twitter.com/JoelLindstrom Gustaf Westerlund: https://twitter.com/crmgustaf
Episode 75: Top 10 MISTAKES New Consultants make
March 22, 2020 16:00 - 56 minutes - 72.2 MBFor this episode, I wanted to focus on the common mistakes new professionals - specially consultants - make when they get started in their new role. This list comes from mistakes I made personally, and mistakes I've seen former colleagues and people in the industry make. How many of these mistakes have you made in the past?
Episode 74: COMPLACENCY KILLS
March 08, 2020 16:00 - 53 minutes - 65.1 MBJocko Willink, a former US Navy SEAL Commander has a motto: "Discipline Equals Freedom", and if we apply this motto to Dynamics 365 we can see a connection between the discipline to maintain a successful Dynamics 365 Solution equals to a ton of freedom when it comes to being constantly "putting out fires" within the system. Even the most successful Dynamics 365 implementations can die if the team supporting the solution becomes complacent and undisciplined. These are my TOP 10 situations...
Episode 73: Power Apps portals...according to Canada
February 23, 2020 17:00 - 53 minutes - 46.1 MBOn this episode, 3 Portal MVPs from Canada share the Top 12 improvements they would introduce to Power Apps portals if they were the Program Managers in charge at Microsoft. Sorrey! Hosts: Nick Doelman: https://twitter.com/readyxrm Nick Hayduk: https://twitter.com/Engineered_Code Colin Vermander: https://twitter.com/koolin_ Refresh the Cache: https://portal.libsyn.com/
Episode 72: Overhauling Dynamics 365 Sales
February 09, 2020 17:00 - 22 minutes - 27.8 MBWhat would happen if we tasked a veteran salesperson and world-class Dynamics 365 and Power Platform implementer with overhauling the Microsoft Dynamics 365 Sales App? Well, 12x Microsoft MVP Joel Lindstrom shares his vision for what the Microsoft Dynamics 365 Sales App should look like. Hosted by: Joel Lindstrom: https://twitter.com/JoelLindstrom
Episode 71: What would happen if two world-class developers took over the Platform?
January 26, 2020 17:00 - 40 minutes - 36.6 MBOn the last episode of the podcast I explored the 10 things I would introduce or change if I suddenly became the Program Manager for Dynamics 365 and CDS security at Microsoft. Now two of the world's greatest Dynamics 365 developers share what they would do if they suddenly became Program Managers for the Dynamics 365 Platform. Hosted By: Daryl LaBar: https://twitter.com/ddlabar Jonas Rapp: https://twitter.com/rappen
Episode 70: Here's what I would do if I was in charge of Dynamics 365 Security
January 12, 2020 17:00 - 53 minutes - 48.8 MBA new year represents new beginnings for a lot of people and that got me thinking on what I would do if I was beginning my tenure as the newly appointed PM of Dynamics 365 and CDS security at Microsoft? Well, I had a few things in mind, and I wanted to share them with you and Microsoft. These are the first 10 things I would do if I was a PM of Security at Microsoft.
Episode 69: New Year's Resolutions...for you
December 29, 2019 17:02 - 55 minutes - 50.9 MBFor the last episode of 2019 I decided to compile a list of 12 New Year's Resolutions for 2020. This list will include things that are challenging for some, and some that might be too easy, but every listener should be able to select at least 1 option from this list and make it a goal for the year. Get ready to take some notes and decide whether you will pick 1 or more options from this list as your New Year's Resolution(s) or will you take on the Ultimate CRM MVP Challenge and complete ...
Episode 68: Dear Microsoft...
December 15, 2019 17:00 - 1 hour - 62 MBSince every item in our list to Santa these holidays are all improvements to Microsoft Dynamics 365 we figured it would make more sense to just ask Microsoft Directly. So I invited fellow CRM MVPs Chris, Gustaf, and Nick to jump on a mic and share their list LIVE so you can hear our reactions and recommendations to each other and to Microsoft. Guests: Chris Cognetta: https://twitter.com/ccognetta Gustaf Westerlund: https://twitter.com/crmgustaf Nicholas Hayduk: https://twitter.com/E...
Episode 67: What every Solution Architect needs to know about Azure
December 01, 2019 17:00 - 47 minutes - 43.7 MBMicrosoft MVPs Antti and Kyle share their best practices and expertise regarding Microsoft Azure capabilities and features that every Solution Architect and Functional Consultant should know. They also talk about their favorite Azure features to enhance Dynamics 365 and what to look forward to in the future. Hosted by: Antti Pajunen: https://twitter.com/anttipajunen Kyle Hill: https://twitter.com/KyloHill More info: https://docs.microsoft.com/en-us/dynamics365/customerengagement/on...
Episode 66: New API Limits, New Portal Licensing, and more
November 17, 2019 17:00 - 42 minutes - 38.5 MBMicrosoft announced some new limitations being placed on API calls and Portal visits/logins, so I invited two CRM MVPs to discuss these changes and whether organizations are on a collision course with skyrocketing licensing costs or whether they should celebrate these changes. My guests: Gustaf Westerlund: https://twitter.com/crmgustaf Nicholas Hayduk: https://twitter.com/Engineered_Code Links: Microsoft Announcement: https://docs.microsoft.com/en-us/power-platform/admin/api-re...
Episode 65: World's Best D365 developers interview Matt Barbour
November 03, 2019 17:00 - 44 minutes - 40.9 MBThis is a dual-podcast episode release on XrmToolCast and the CRM MVP Podcast. In this episode, Microsoft MVPs Daryl and Jonas who are two of the world's best Dynamics 365 developers interview Matt Barbour, Principal Platform Architect for the Microsoft Power Platform. Topics discussed in this episode include: PowerApps Command Line Utility Visual Studio Dev Toolkit Data Configuration and Migration Tool CRM/CDS SDK changes that may break your logins .NET Core SDK Guests: Matt...
Episode 64: Popular MISCONCEPTIONS about MVPs
October 20, 2019 16:00 - 1 hour - 138 MBThere are currently ONLY 90 CRM MVPs in the World, so the chances of you directly interacting with one or more of us is very small. This lack of access to Microsoft MVPs creates a sense of mystery or perhaps misunderstanding about what MVPs are, or even more importantly what they are not. This episode is all about the common misconceptions people have about MVPs. Some of the biggest hits include: "Do MVPs work for Microsoft?", "Do MVPs get free stuff?", "Do MVPs get to decide who becom...
Episode 63: Here's what you need to know about AI, the Power Platform, and CDS
October 06, 2019 16:00 - 1 hour - 67.9 MBI'm not a big fan of reviewing the latest and greatest technology, those episodes never age well; but I am a big fan of former 9x Microsoft MVP and current Microsoft Global Black Belt for Power Platform Scott Sewell. Before joining Microsoft, Scott implemented Dynamics 365/CRM for organizations around the country, so his take on new technology, solutions, and innovation originating from the Power Platform team is always grounded on real world application of these solutions. Get ready to ...
Episode 62: Fact Based Consulting
September 22, 2019 16:00 - 47 minutes - 43.2 MBOn this episode, I tackle 15 different scenarios where today's consultants and solution architects are acting based on emotions or "feelings" rather than facts. The reality is that fact based consulting always performs better in the real world. Links: Managed vs. Unmanaged: http://crmmvppodcast.com/episode-38-managed-vs-unmanaged Setting up Security like an MVP: http://crmmvppodcast.com/episode-19-setting-up-your-security-architecture-like-a-crm-mvp Our YouTube channel: http://www....