Great attendance at the 2023 September DC Chapter Meeting! Let's quickly recapt the 2023 September DC Chapter Meeting that happened recently featuring Neil Benson! Neil Benson (LinkedIn, YouTube) joined us to talk about a common Dataverse / Dynamics 365 problem where Contacts work at multiple organizations or have different roles between accounts. Check out the … Continue reading 2023 September DC Chapter Meeting
Just hanging out at the amphitheater ready to listen to some data talk in the 2022 August DC Chapter Meeting This week we had the 2022 August DC Chapter Meeting featuring Matt Beard (Twitter, LinkedIn, Blog). Matt talked about Data! He has a long history of working with Data at Data8 and he is passionate … Continue reading 2022 August DC Chapter Meeting
This picture may show I have an unhealthy relationship with food. That is not what we are talking about today. Let's talk about Dataverse Relationships! This week on the Power Baseball League we talk about Relationships! Unfortunately Malcolm and I can’t sit down and give you personalized relationship advice but we can give you some … Continue reading Power Baseball League: Relationships
As per usual, this picture has nothing to do with the article to follow but let's jump in and talk about Customer Voice & Power Automate! It's time for another special guest! Todd Mercer (Blog, LinkedIn, Twitter) joins the Power Baseball League crew to talk about Customer Voice and Power Automate. We talk through how … Continue reading Power Baseball League: Customer Voice and Power Automate with Special Guest Todd Mercer
I would like to relate Dynamics 365 Customer Voice Creation to Nationals Park Presidents but I cannot. Let's continue the Power Baseball League journey by starting the Dynamics 365 Customer Voice creation process! So far we've talked about getting data into our system via manual import (hello historic spreadsheets!). Next we tackled Forms Processing to … Continue reading Power Baseball League: Dynamics 365 Customer Voice Creation
Currently our system is like an empty ball park and it is time to fill it with data and Play Ball! So far in the Power Baseball League, we have been talking about the system but we have not put any data in. Today, we will start to add some data! We are going to … Continue reading Power Baseball League: Let’s Add Some Data!
My other favorite part of going to baseball games at Nationals park is seeing the presidents! Now that we have figured out our core goals for phase 1, we need to figure out how all this data links together. Today we are going to walk through a data mapping exercise for the Power Baseball League. … Continue reading Power Baseball League: Data Mapping
As mentioned in Part 1: Bulk Edit and Part 2: Export for Re-Import, this material is based off my presentation done on CRMUG: The Advanced Basics: Where DO I Go Next as a CRM Admin? In that session, we covered a few topics including out of the box data management techniques. I wanted to dedicate a few … Continue reading Data Management Part 3: Cleaning Up Export for Re-Import Issues
As mentioned in Part 1: Bulk Edit, this material is based off my presentation done on CRMUG: The Advanced Basics: Where DO I Go Next as a CRM Admin? In that session, we covered a few topics including out of the box data management techniques. I wanted to dedicate a few blog posts to these topics to … Continue reading Data Management Part 2: Export for Re-Import
I recently presented "The Advanced Basics: Where DO I Go Next as a CRM Admin?" with Patrick Wright on CRMUG (Recording available for members to watch). In this session, we covered a few topics including out of the box data management techniques. I wanted to dedicate a few blog posts to these topics to help … Continue reading Data Management Part 1: Bulk Edit