Power BI and Dataverse with Scott Sewell

Scott Sewell
Scott Sewell

Episode 121: Markus Erlandsson and Heidi Neuhauser have a chat with Scott Sewell from Microsoft about Power BI and Dataverse and how you get them to work together easily. Scott starts by summarizing some recent news and how he has made a new modelling guide for Power Platform and with it, you can take advantage of alot of the things that Scott has learned.

Bio

January 2023 marks 20 years since I first started implementing the first part of the Power Platform, Microsoft CRM 1.0 – First as a consultant with a small ISV and later as a senior architect with one of the largest Dynamics partner organizations in the world.

Since joining Microsoft 5 years ago, I’ve served as a Global Black Belt on the sales side of Business Applications before joining the Power BI engineering team as a Principal Program Manager.

I now focus on helping Microsoft Power Platform users transform the data they have in Dataverse into the practical value, insights, and decision supports they need through the use of Microsoft’s Power BI and Synapse digital transformation suite.

Links

mscottsewell/Power-BI-D365-Sales: Power BI ❤️ Dynamics 365 CE Sales! (beta) Template Sales Reports for Power BI and Dataverse. (github.com)

Power BI modeling guidance for Power Platform – Power BI | Microsoft Learn

Use SQL to query data (Microsoft Dataverse) – Power Apps | Microsoft Learn

Visualize your data quickly from Power Apps and Dynamics 365 apps – Power BI | Microsoft Learn

Power BI content management in Power Apps solutions (preview) – Power Apps | Microsoft Learn

Create an Azure Synapse Link for Dataverse with your Azure Synapse Workspace – Power Apps | Microsoft Learn

Scott Sewell | LinkedIn

Scott Sewell (@ScottSewell@techhub.social) – TechHub

Scott Sewell – YouTube

State of Dynamics CRM in 2022

Jason Gumpert

Episode 120: Markus Erlandsson and Heidi Neuhauser have a chat with Jason Gumpert from MS Dynamics World about the state of Dynamics CRM and Power Platform in 2022 where the three of us talk about Government, Digital Contact Center Platform, Viva Sales, Release Notes, changes in the partner program and more…

Bio

Jason is the editor and co-founder of MSDynamicsWorld.com, they’re an independent publication focused on the Microsoft Dynamics and Power Platform ecosystem. Before that, he spent ten years working in various consulting, development, and other service roles in the enterprise software world.

Links

https://msdynamicsworld.com/story/msdw-podcast-whats-changed-smb-dynamics-partners-microsoft-cloud-partner-program

Partner Talk with Rick McCutcheon

Rick McCutcheon
Rick McCutcheon

Episode 119: Markus Erlandsson talks to Rick McCutcheon from Full Contact Selling about Partner Talk. Rick starts by explaining what a good partner is, both to customers and to Microsoft and how you can become a good partner yourself. The discussion continues with Microsoft Partner Program and then to Independent Software Vendors and how they can use partner-to-partner relationships to their benefit. Rick explains his LinkedIn strategy and how you can get started with your partner journey.

Bio

Rick has been involved with the CRM industry for over 20 years as a Company Founder, Senior Executive, Reseller, Board Member, Educator and Professional Speaker. He currently leads a Social Selling and Microsoft Dynamics 365 Educational Practice. Partners. My side hustle is working with several Regional Innovation Centres helping early stage B2B startups accelerate their business.

Links

https://www.partnertalks.com/

https://www.linkedin.com/in/rickmccutcheon/

DynamicsCon debrief with Molly Fuschel

Molly Fuschel

Episode 118: Markus Erlandsson and Heidi Neuhauser have a chat with Molly Fuschel from Dynamics User Group (DUG) about DynamicsCon live debrief. Molly starts by explaining how she as a community cheerleader supports communities and how to build both local and virtual meet-ups. The conversation then continues to all the good things about DynaimcsCon DUGs conference, what was popular and you can start your own local meet-up.

Bio

Molly is President at Dynamics User Group and a Global Microsoft Dynamics 365 & Power Platform community builder one connection at a time.

Links

https://dynamicsusergroup.com/

https://www.linkedin.com/in/mollyfuchsel/

https://twitter.com/MollyFuchsel

Viva Sales with Chris Cognetta

Chris Cognetta

Episode 117: Markus Erlandsson and Heidi Neuhauser have a chat with Chris Cognetta from congruentX about Viva Sales. Chris starts by explaining the Viva brand as a whole and how Viva Sales join into that, then Chris explains Viva Sales features and it is now a lot easier to use advanced AI features to turn conversations into actions.

Bio

Chris Cognetta is the Chief Technology and Innovation Officer for congruentX.  Chris is based in Tampa, Florida, originally from New York growing up in South Florida. Chris is a proven hands-on, servant leader with over 25 years of various industry experience, across many different technology platforms and architectures.  Chris is a 10x time Microsoft Business Solutions 365 MVP, has an infrastructure, cloud & application architecture background and has been implementing global Dynamics CRM/D365 implementations since its inception. Chris is an active community member, Azure & CRMUG Medic Founder and sits on the D365/CRMUG Programming Board. Chris is a frequent speaker and organizer at various D365/CRM/Azure events and User Group conferences.  Chris is also the Vice President of Tampa Community (formerly TampaDev).

Links

https://techcommunity.microsoft.com/t5/microsoft-viva-blog/announcing-microsoft-viva-sales-public-preview-the-future-of/ba-p/3586178

https://www.youtube.com/watch?v=gfumpaVlE-Q&list=PLfbrTynFcaGVGnxCdSUnY38BW1ZpiBe6o

https://congruentx.com/

https://resources.congruentx.com/dialogueprimeci

Best of 2022 Release Wave 2

Episode 116: Markus Erlandsson and Heidi Neuhauser share their best news from the release plan to 2022 release wave 2.

Links

https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave2/

https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/

  •  SDK supporting .Net Core

For more than 2 years we have been waiting for this, and it’s finally here!

https://powerapps.microsoft.com/en-us/blog/dataverse-service-client-is-now-generally-available/

  • Create multiple, update multiple, upsert multiple

https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/data-platform/use-optimized-apis-bulk-data-operations

  • Conditional execution for plugin

https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/data-platform/enable-conditional-execution-improved-plug-in-execution-efficiency

  • Adding nuget packades to plugins

https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/data-platform/dependent-assemblies-support-plug-ins

  • Adding Power Fx to Business rules, calculated columns

https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/data-platform/enable-power-fx-dataverse-business-rules

https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/power-apps/dataverse-tables-integrated-inside-power-apps-studio

https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave1/data-platform/enable-power-fx-formula-columns-inside-dataverse-tables

  • Create Power Fx columns in Dataverse

https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave1/data-platform/enable-power-fx-formula-columns-inside-dataverse-tables

  • Grid controls, grouping aggregation, nested

https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/power-apps/grid-control-support-grouping-aggregation-nested-grids

  • Update to Virtual Tables, more easily to external sources

https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/power-apps/connect-external-data-dataverse

https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/data-platform/virtual-tables-between-dataverse-instances

https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/data-platform/connector-provider-non-tabular-virtual-tables

  • Enhanced Teams collaboration in Dynamics 365

https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave2/sales/dynamics365-sales/teams-outlook-collaboration

https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave2/service/dynamics365-customer-service/planned-features#teams-integration

  • Copy a Link:

https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/power-apps/easily-copy-links-records

  • Sellers Dashboard:

https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave2/sales/dynamics365-sales/track-progress-using-seller-dashboard

  • Swarming:

https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave2/service/dynamics365-customer-service/use-customer-support-swarming-complex-cases

  • Outlook integration enhancements

https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave2/sales/dynamics365-sales/share-dynamics-365-records-as-information-cards-email-content-dynamics-365-app-outlook

  • Sequential approvals in power automate

https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/power-automate/support-sequential-approvals-power-automate

Power CAT with Phil Topness

Phil Topness

Episode 114: Markus Erlandsson and Heidi Neuhauser have a chat with Phil Topness from Microsoft about Power CAT. Phil starts with explaining what Power Customer Advisory Team is, and what they do. Who the customer is for CAT and how they do what they do.

Bio

Phil is irrationally excited about applying technology to help people better do what they need to do. He helps the world’s largest organizations maximize their results from Microsoft Power Platform as part of the Power Platform Customer Advisory Team (CAT) at Microsoft.

Links

https://aka.ms/powercatlive

https://docs.microsoft.com/en-us/power-platform/guidance/coe/starter-kit

Managed Environments For Easier Governance

Dataverse vs SharePoint with Michael Roth and Malin Martnes

Michael Roth
Malin Martnes

Episode 114: Markus Erlandsson and Heidi Neuhauser have a chat with Michael Roth and Malin Martnes about Dataverse vs SharePoint as a data source in power apps. Michael starts with how he comes from SharePoint and M365 world and reaches out for help on Power Apps, to find help in Malin Martnes.

Bio

Michael demonstrates achievable quick wins and focuses on an overall strategy to sustainably implement the concept of continuous citizen development throughout the organisation.

Malin works as Head of Dynamics 365 at Knowit in Oslo, Norway, she works with Dynamics 365 CRM, Marketing, Human Resources, and the Power Platform

Links

https://www.matthewdevaney.com/the-complete-power-apps-functions-list/

PNP Community Samples:  https://pnp.github.io/powerplatform-samples/

https://nordicsummit.info/

https://malindonosomartnes.com/

https://www.linkedin.com/in/malinmartnes/

https://www.michaelroth42.com/

https://twitter.com/MichaelRoth42

Custom Pages with Lisa Crosbie

Lisa Crosbie

Episode 113: Markus Erlandsson and Heidi Neuhauser have a chat with Lisa Crosbie from Barhead Solutions about custom pages. They discuss what custom pages are, how you can use them and how they differ from canvas apps.

Bio

Lisa has a contagious enthusiasm for low code technology and making it possible for anyone to get started with Power Platform and Dynamics 365.

Lisa has taken a career journey from being a Dynamics 365 customer and a business user doing unspeakable things with Excel, to an evangelist for Microsoft Business Applications, educating customers and helping solve problems for people just like who she used to be. Lisa loves getting people excited about this awesome technology, opening new possibilities, and giving back to this community that has given her so much, learning and sharing together every day.

She is a YouTuber, podcaster, blogger and speaker.

Links

Lisa’s explanation https://www.youtube.com/watch?v=6QFCXX36220

Scutt Durow so what? https://www.youtube.com/watch?v=fL21XV1CIgk

Known issues: https://docs.microsoft.com/en-us/power-apps/maker/model-driven-apps/model-app-page-issues

Reza Dorrani, How to build Responsive Power Apps: https://www.youtube.com/watch?v=1o2L0DADzKQ

Blog: https://lisacrosbie.com

YouTube: https://www.youtube.com/lisacrosbie

LinkedIn: https://www.linkedin.com/in/lisa-crosbie/

Twitter: https://twitter.com/LisaCrosbie

The UP Podcast: https://theUPPodcast.com

Agile CRM with Neil Benson

Neil Benson

Episode 112: Markus Erlandsson talks to Neil Benson from Customery about Agile CRM, where Neil shares how he makes estimates, handles tricky situations reduces fears of changes. He also talks about how customers can be good product owners.

Bio

Neil’s on a mission to help Microsoft customers and partners build agile business applications. He’s well known for his LEGO inspired content in his videos, training courses and even his podcast cover art. He’s been building Microsoft business apps since 2006, using Scrum since 2008 and a Microsoft MVP since 2010. Neil lives in Brisbane, Australia where he enjoys family days out and making pizza.

Links

Amazing Apps podcast: https://www.amazingapps.show/111

Customer Academy school: https://customery.com/crmrocks ($50 discount for CRM Rocks listeners).

Customery Academy YouTube channel: https://youtube.com/customeryacademy

Agile Applications User Group https://aka.ms/agileappsug

Neil Benson on LinkedIn https://linkedin.com/in/neilbenson

Neil Benson on Twitter https://twitter.com/customery

Free Agile Foundations for Microsoft Business Apps course https://customery.academy/courses/foundations