פודקאסטים בנושא Dynamics Hotdish

Have you heard of Artificial Intelligence (AI)? What about Copilot? (We joke because it has been EVERYWHERE in 2023!) In this interview, we had the absolute pleasure of speaking with Eric Newell, Founder and CEO of Stoneridge Software.

WOW we've had a busy fall, and it's not over yet! 🍁🍂 All three of us had the opportunity to go to Dynamic Communities Summit and it did NOT disappoint. There were so many incredible sessions spread throughout each day that we had a hard time deciding where to go. The community of people that Summit brings together each year is second to none, and w…

Welcome to the first ever Dynamics Hotdish Top 10 episode! We've never done a "Top #" anything before and are enthused to bring one to you this week. When we started deciding on what to cover in this episode, we thought that sharing 10 Tips for CRM Administrators (Admins) would be a good place to start. In typical fashion, we couldn't limit ourselv…

Microsoft Power Platform Conference was a whirlwind of a week! We got to connect with familiar faces and meet new friends, all with a common interest: the Power Platform. We came back incredibly energized and tired after balancing fun with learning in the bright city of Las Vegas. From the very first keynote of the week (Charles Lamanna), there was…

Troubleshooting technology problems is a skill that takes time to develop. Once you've worked with a particular platform long enough, you're often able to identify exactly where to start for an issue that's reported. However, there are still new problems that arise and you have to put on your troubleshooting hat to figure out where to begin. The sk…

Welcome to a very special bonus episode of Dynamics Hotdish!We've hit a milestone - 100 episodes! 🎉 Join us as we take a trip down memory lane, reminiscing about our journey from episode one to now. We'll dive deep into some of our all-time favorite episodes, sharing behind-the-scenes stories, the laughs, the challenges, and the moments that made u…

In this episode, we discuss a topic that's debated often within organizations that use a CRM platform. Should your CRM admin sit on a team within in the IT department or within "the business"? This is often up for debate because business teams are the people heavily using the CRM system and making requests that an admin must complete. We've said th…

The first episode in a series for CRM Admins and people who work with CRM Admins (which is probably most of our listeners)! A CRM Admin is someone who is required to wear many hats, understand the technology behind your CRM tool to help customize it, and translate requirements from business users to make the tool do what they need. In this episode,…

Discover the highlights of the Power Platform Conference in this episode of Dynamics Hotdish, guest Heather Cook, Principal Manager at Microsoft, delve into the event's cutting-edge content. Heather sheds light on keynotes featuring Charles and other industry leaders, emphasizing the integration of Power Platform apps within Teams and the co-pilot …

This is the third episode in our series on Azure DevOps (ADO) and we’re diving deep into one of the most challenging topics: how do you get your team to use it? We share ideas on how to get your teams to buy into ADO and how it benefits your team on using it effectively on projects. It can be hard to convince people to “do extra work” by logging ho…

In the second episode of our series on Azure DevOps (ADO), we discuss the importance of determining a sprint cadence for your project or product and how that sprint cadence can be used within ADO. Sprints are a great way to determine how much time you have to get work items complete. You’ll learn a lot about your team and how to structure sprints b…

Azure DevOps (ADO) is the ultimate tool to help you stay organized on projects or for the lifecycle of product management. We LOVE using ADO because it gives your whole team insights into what’s happening on projects, what’s coming next, and overall helps everyone stay organized. In the first part of our series on ADO, you’ll learn about some commo…

It’s hard to believe the inaugural Microsoft Power Platform Conference was just last year! It began with a BANG where industry professionals flocked to Florida to learn all about the capabilities of the Power Platform. It’s time to start thinking about Power Platform Conference again this year since it’s coming up quick in Las Vegas. Asif Rehmani j…

Aaron Back, Chief Content Officer from Dynamic Communities, joins us to tell us about what we can expect from Summit North America. Summit will be held in Charlotte, North Carolina October 15-20 and has a lot of fun and exciting new stuff this year! Everything from a NASCAR simulator, to local NC moonshine, and a new Diversity, Equity, and Inclusio…

In this episode, we explore the future of the Power Platform, AI, and low code development. Our special guest, Julia Kasper, a Program Manager at Microsoft, joins us as we uncover the most recent advancements and what’s on the horizon. Julia shares her insights and perspectives, highlighting the importance of embracing a growth mindset and fosterin…

In this first of two episodes recorded at the Microsoft Build conference in Seattle, Liz interviews Bob Serr, VP of Azure Communication Services at Microsoft. They delve into the world of Azure Communication Services (ACS), discussing its real-time communication features like voice calling, video calling, SMS messaging, and chat functionality. The …

Wrapping up our three-part mini series on the user-focused side of technology transformation, this week we talk about Change Management. We're focusing on the people side of change and how you (or your organization) can guide their team through a technology or process change. Training ties in closely to change management and helps ensure your teams…

We have a secret for you. You can build the best possible tool for your end users, but they won’t know how to effectively use it without adequate training. Technology tools need to be intuitive, but training on these tools still needs to be comprehensive enough so your users know where to go as soon as they access the tool for the first time. In ou…

User Acceptance Testing (UAT) can be ran in many different ways - from small single feature tests, to gigantic enterprise platform releases. We discuss how there are many different views on how to plan and execute successful UAT sessions, and highlight important aspects regardless of your project size. There’s so much more to UAT than just identify…

DynamicsCon Live is coming up on May 22-25 in sunny Scottsdale, Arizona! Whether you're a conference veteran or a conference newbie, DynamicsCon is a great choice to learn all about Dynamics 365 and the Power Platform. Going into its third year, the Dynamics User Group (DUG) has made some changes that will make this the best year yet. Join us this …

Join us as we discuss all things Omnichannel for Customer Service! There are many new and exciting things in Omnichannel and we're delighted to discuss all the capabilities with you. Omnichannel in Dynamics 365 is truly amplifying the way businesses interact with customers by bringing all the different ways customers can reach out to a business int…

We have some exciting news to share this week! A familiar voice and a new voice are joining the permanent crew of the podcast. Meet Ali, who is a Functional Consultant at Stoneridge Software and actually likes going to the dentist. Liz is back and is thrilled to be talking about a topic that's been all over the media recently: ChatGPT. Join us as w…

For this week's episode, we cover a few news-worthy items, including some notes on the upcoming Wave 1 release, the events we're looking forward to in 2023, and an announcement. For more information, visit https://www.dynamicshotdish.com.

This week we talk about how Customer Service has improved over time and some of the coolest features available today. We go down a short rabbit hole on Power Virtual Agent but it ties back up into the omnichannel capabilities Microsoft has built out over the years. Feel free to share your thoughts in the comments! Visit https://www.dynamicshotdish.…

This week we talk about a Dynamics 365 module we haven't spent much time on in the past - Project Operations! Ashley's been working with it recently so we discuss some cool features, potential limitations, and why you need a lot of data setup to make it work. Leave your thoughts or experiences in the comments! Visit https://dynamicshotdish.com for …

This week's episode kicks off 2023 with an extension of our user adoption and training content with Marquis Caldwell from ClickLearn. We discuss user learning styles, how different types of learning materials and content supports these different styles, and where ClickLearn can help. We also just generally have a great conversation with Marquis! Fo…

This week we jump into the Dynamics 365 Marketing module to talk at a high level about the capabilities Marketing brings to the table. We focus specifically on the outbound features and customer journeys, which allow organizations to set up automated marketing plans that customers progress through by time or action. If you're using Marketing, let u…

A frequent question from companies implementing a software system is "how do we manage this thing after go-live?" This week, we share our perspectives on how best to administer and maintain your Dynamics system after the consulting team walks away, leaning heavily on Ashley's experiences as an administrator. If you've found anything that works well…

At the conferences this fall it seemed like AI Builder is all the rage, so we thought we might cover an introduction for this episode. We discuss what it is and isn't, how it fits into the overall Azure Cognitive Services picture, and consider use cases where it could add business value. If you're using AI Builder in your organization, tell us how …

User adoption is always a hot topic, and this week we have a guest speaker who is passionate about user adoption, and has been advocating for its importance for years. Asif Rehmani is the CEO of VisualSP, a tool built to help drive user adoption in web-based apps like SharePoint and Dynamics 365, and we get his perspective and expertise this week f…

In this week's episode, we dive into one of Ashley's passion areas - business process flows! While Microsoft (and partners) sell BPFs heavily during demos, it seems that users don't often find much value in using them. We discuss why that might be and consider best practices to make BPFs more useful (and used). Visit https://www.dynamicshotdish.com…

We've talked about canvas vs model-driven apps in the past, but we admit that we generally try to solution in model-driven apps because it's our comfort zone. This week, we discuss some areas where model-driven isn't the right answer, or simply won't work, and expand on how canvas apps can help. Have a scenario you're trying to find the right solut…

For our first episode under our new format, Ashley and Merlin wanted to discuss a few exciting Wave 2 updates coming for the Power Platform and Dynamics 365 as a way to ease back into the Hotdish. We also go through an important draft (listen/watch to learn more). Feel free to comment your own exciting Wave 2 feature!…

We kick off our return from summer vacation with an interview, hosting Liz Hallen from Dynamics User Group (DUG) to discuss DynamicsCon Live (happening next week!) and all other things DUG-related. Thanks for tuning back in!

This week we dig into the different ways you can bring data into Dataverse/Dynamics 365, from the out-of-the-box tools to various external solution, and evaluate the pros and cons of each.

Part 2 of our dive into Dataverse security continues this week with more tips and best practices. This week we expand beyond the "basic" security components to discuss extended features like column security, and form security. We also ponder some use cases - leave a comment if you have an example!

This week we got back to the basics and dug into security within Dataverse and Dynamics 365. We go through some history, discuss best practices, and some things to consider when setting up your security. We had so much to discuss that we have a part 2 coming up next week!

Somewhat late to the party, but the fourth episode of our diversity series this week is a conversation about how those of us in positions of privilege can be effective allies to those who are in marginalized positions or populations. We even forgive Allie for working with Salesforce (*gasp*) because we appreciated her message and the way she helped…

This week we decided to pick up one of those ongoing topics that never really end or get the perfect answers - data quality. Anyone with any sort of database (or even a spreadsheet!) has run into issues keeping data clean and organized, and a CRM system is certainly no different. We cover a few tips that we've learned over time, a couple of tools t…

On the podcast this week, we have the pleasure of talking to Matt Beard, a Microsoft MVP based in the UK, who is also on the organizing team for Scottish Summit. We discuss some of the details of Scottish Summit, including some aspects that make it a unique conference, and general fun conversation. Listen in to learn more! Visit www.dynamicshotdish…

Our episode this week brings us back into slightly more technical territory with a discussion on implementing sales processes into Dynamics 365 Sales. We cover the importance of starting at the process and bringing technology later, as well as considering the broader picture of what a process looks like outside of the CRM tool. Have any best practi…

Finding data in Dynamics 365 and Dataverse has always been a bit of a struggle - you had to search the right way in the right place or you might not find what you were looking for, and using Advanced Find was not for the faint of heart. Now, for the first time in over a decade, Microsoft has changed Advanced Find, and this week we discuss these cha…

Users and executives love dashboards, but as with most Microsoft solutions, there are a number of different ways to solve the problem. This week we discuss using standard Dynamics dashboards or Power BI as different options to provide users with that one stop view of important data, with some pointers on how to decide which solution fits best. Visi…

For the third episode of our diversity series, we have a conversation with two Minneapolis-based entrepreneurs, Tayo Daniel and Nabil Ghebre. Both bring enlightening perspectives on bringing more diversity into the tech space, and both bring passion to this area with community-based action. We also talk more about TechFluent, as both Tayo and Nabil…

In the second episode of our diversity series, we have a conversation with DJ Baker, a Minneapolis business owner and entrepreneur, about some of the complexity in dealing with wealth inequity and why the wealth gap extends beyond simply having better jobs. We also share a nonprofit organization that all of us are part of launching - TechFluent. Vi…

This week we are starting a new series focused on diversity within the Microsoft biz apps space, and what better place to start than with our guest, Lucas Diaz, co-founder of Ludia Consulting. Ludia is one of the few (if not the only) minority-owned Dynamics 365 partners, and Lucas offers some compelling points on the benefits and importance of div…

This week we take a look at a choice that many Dynamics professionals consider at some point in their careers and that is whether or not going independent is for you. Conveniently for our conversation, Liz went down this very path two years ago and gives us some insights on the benefits as well as the risks and things to consider when determining i…

Every single person who has ever looked at licensing for Microsoft Dynamics 365 or Power Platform has definitely had questions. Lucky for us, this week we have a guest on to help give us clarity - Jay Lendl from Microsoft! Jay helps explain the different licenses available, the intention behind each, and gives us a sneak peek into what might happen…

As historically CRM people, we tend to approach the Power Platform and Power Apps mostly from a CRM perspective - salespeople, customer service, etc., but not very often from a financial or accounting lens. Our episode this week goes into a unique financial tracking use case for a Power App, to manage a high volume of interest-bearing loans for a f…

Have you ever felt like you don't belong in your role, or that you don't deserve a promotion so you don't pursue it? Commonly known as impostor syndrome, we discuss this week the idea of not feeling like you're good enough with our guest AJ Hawley, an independent consultant in the Dynamics space. AJ shares some great perspectives and some tips that…