CRM Audio

Power Pages is having a surprisingly good run. In this episode we dig into server-side logic debugging, the new client-side API, and why both feel about 15 years late yet still genuinely useful. We also look at Omar Zaarour's business-rules tool, Danish Naglekar's cross-platform Power Platform Toolbox, and George's Entra ID auto-clicker for making one of the most annoying prompts quietly disappear. References Power Pages Server Logic Debugging Guide | Microsoft Learn Code-only connectors Power Pages Client APIs Overview (preview) | Microsoft Learn Omar Zaarour's T365 Power Pages Business Rules Danish Naglikar's Power Platform ToolBox | Modern desktop companion - PPTB Entra ID Auto Confirm browser extension Get in touch [email protected] Nick Hayduk @Engineered_Code George Doubinski @georgedude

15 years too late but it's finally here: server-side logic in Power Pages. What does it change in practice? Unlike Azure Functions, it's just another Power Pages asset that can be added to Power Platform ALM. Perfect for anything that is logic-lite/secret-heavy. Think payments and integrations that need secrets. Server-side logic avoids awkward workarounds using plugins, Power Automate, etc. just to keep keys safe. Re-use your Javascript skills though it's not lift-n-shift from the client-side exercise. Just couple new objects to learn: HTTP client for external calls and a Dataverse object for CRUD operations. There are plenty of scenarios where client-side Web API is better, like interaction with external services requiring callbacks, for example. As Nick succulently summed it up: It doesn't make anything possible we couldn't do before. It just makes doing a lot of things we did do before a lot easier. References Power Pages server logic overview (preview) | Microsoft Learn Get in touch [email protected] Nick Hayduk @Engineered_Code George Doubinski @georgedude

It's one of the biggest Power Pages updates we've seen in years, and we're excited about what it means for the future. We talk about the newest Power Platform release and its biggest change — bringing Power Pages security together with Dataverse roles. We explain how web roles and contact records now work with system users, making Power Pages security act more like Dataverse. We share what we learned from testing the private preview, including how permissions, ownership, and auditing work now, and what the new "C2" users are. We also wonder what this means for performance, licensing, and people building their own portals. References Overview of Power Pages 2025 release wave 2 | Microsoft Learn Unify Power Pages authorization by merging web role with Dataverse security role | Microsoft Learn Get in touch [email protected] Nick Hayduk @Engineered_Code George Doubinski @georgedude

In this episode, we take a close look at the history of security issues in Power Pages. We start with the early days — when simple misconfigurations like unchecked table permissions and enabled OData feeds led to major data exposures. These weren't bugs, but they showed how easy it was to set things up the wrong way. We talk about how Microsoft responded and what lessons we've learned about secure defaults and clear documentation. We then move on to more serious vulnerabilities introduced by newer features like the Web API. We explain how some of these flaws allowed access to restricted data using filters and sort clauses, and how those issues were eventually patched. These were real product-level bugs, and some were even exploited in the wild. We also share our thoughts on external authentication providers like Google, and the risks that come with delegating authentication — including phishing techniques that can bypass protections. Finally, we reflect on how Power Pages compares to platforms like WordPress, especially when it comes to architecture and the potential for plugin-related vulnerabilities. Despite recent issues, we think the original design of Power Pages deserves credit for holding up well over time. References Power Pages security | Microsoft Learn Tip #1407: How to secure Power Apps portal from making the news - Power Platform & Dynamics CRM Tip Of The Day Engineered Code - Blog - Power Pages: Another "Leak" https://thehackernews.com/2025/01/severe-security-flaws-patched-in.html https://www.bleepingcomputer.com/news/security/microsoft-fixes-power-pages-zero-day-bug-exploited-in-attacks/ https://www.cnn.com/2021/08/24/tech/data-leak-microsoft-upguard/index.html   https://www.upguard.com/breaches/power-apps Get in touch [email protected] Nick Hayduk @Engineered_Code George Doubinski @georgedude

Continuing from the wishlist, in this episode we focus on underused features in Power Pages - capabilities that are built into the platform but often overlooked during development. We discuss features such as redirects, shortcuts, site markers, and web link sets, highlighting where they fit and why they're still relevant, especially for structured navigation and content management. We also cover content snippets, explaining how they support multilingual content, reduce duplication, and allow non-developers to manage content without modifying code. Additional topics: Leveraging form and list metadata instead of custom JavaScript Choosing fetchXML in liquid over Web API for secure, server-side queries The challenges and potential of conditional multistep forms The role of site settings in fine-tuning authentication and behavior A lot of Power Pages features are often overlooked. Hopefully you get some extra ammunition to improve structure, usability, and long-term maintainability across projects. Get in touch [email protected] Nick Hayduk @Engineered_Code George Doubinski @georgedude

In this episode, we deliver on their promise from the previous show — a wishlist of features they'd love to see in Power Pages (and none of them are AI). It's a mix of practical frustrations from real-world projects and some wild ideas for future innovation. What did we talk about? George's standing desk automation project — powered by Python, Bluetooth, and (eventually) Power Platform. Imagine your desk going up automatically before every meeting! Top Power Pages wishlist items: API to clear the cache — long-requested, simple sounding, yet still missing. Modern Forms — it's time to modernize the end-user experience beyond Bootstrap upgrades. Support for Quick View and Quick Create forms — why only Main forms? Multi-step form improvements — allow skipping between steps, especially when there are no conditions. Bring back Front-Side Editing — content editing without admin rights is a must for real CMS scenarios. Power Automate integration in forms and lists — run flows like classic workflows directly from UI. Framework agnostic design — let's dream big: support Tailwind, Foundation, or other CSS frameworks beyond Bootstrap.   What's next? How about a tour of Power Pages features that already exist — but almost nobody uses. Credits Cover image by chatGPT (inspired by terrible prompts) References rhyst/linak-controller: A Python script to control Linak standing desks Get in touch [email protected] Nick Hayduk @Engineered_Code George Doubinski @georgedude

In the first episode of 2025, Nick and George break down Release Wave 1 2025 for Power Pages, separating real improvements from underwhelming updates. AI features take center stage, but do they actually add value? Discussion covers AI-assisted forms, web agents, and natural language queries, questioning their usefulness in real-world applications. Modern lists get long-awaited updates, including JavaScript event support and metadata filters, finally closing gaps with classic lists. The ongoing file upload saga resurfaces, and the new virus scanning feature raises questions about effectiveness. A streamlined Microsoft Entra ID setup wizard promises easier authentication setup, but handling failed logins remains tricky. A surprising security threat in social logins also comes up — cross-IdP impersonation —where external authenticator can let attackers register an account with someone else's corporate email. With event portals moving from outbound marketing to Power Pages, the clock ticks toward a July 2025 deadline for migration. Anyone still using the old Angular-based event sites needs to start planning now. Want to know what's missing from this release? A wishlist of features Power Pages actually needs is coming next time. Don't miss it! Credits Cover image by chatGPT (inspired by terrible prompts) References Overview of Power Pages 2025 release wave 1 | Microsoft Learn Transition events from outbound marketing to real-time journeys - Dynamics 365 Customer Insights | Microsoft Learn Combining Verification Phishing and Cross-IdP Impersonation Get in touch [email protected] Nick Hayduk @Engineered_Code George Doubinski @georgedude

In this somewhat warm episode, George and Nicholas explore web templates in Power Pages, breaking down how they work, their history from ADX Studio to modern-day template blocks, the regrets along the way, and practical ways to use them effectively. They discuss features like include and extend, share tips for simplifying your development process, and highlight why templates are a powerful tool for creating reusable components. Whether you're new to web templates or looking to refine your skills, this conversation has something for everyone. As a bonus, they debate what's better as an income stream: Shopify shares or podcasts. Credits Cover image by chatGPT (inspired by terrible prompts) References Web templates | Microsoft Learn Liquid overview | Microsoft Learn Shopify Liquid reference Shopify Stock Quote Get in touch [email protected] Nick Hayduk @Engineered_Code George Doubinski @georgedude

In this [delayed] episode of Refresh the Cache, George and Nick dive into the latest Wave 2 2024 release notes for Power Pages. They discuss the evolving landscape of agile development, where new features roll out continuously, and release notes serve as checkpoints rather than game-changers. The conversation touches on deprecations, governance updates, and intriguing AI-driven community template features, like thread summarization and AI moderation. They also debate the future of web templates and Power Fx integration. They even make a bet on how Microsoft's event management solution will be implemented.  Credits Cover image by chatGPT (inspired by terrible prompts) References Overview of Power Pages 2024 release wave 2 Create an event portal allowing access to event details, registration Important upcoming changes and deprecations in Power Pages Get in touch [email protected] Nick Hayduk @Engineered_Code George Doubinski @georgedude

CRM Audio: Wave 1 2024: Deprecation not depressionIn this episode, George and Nick dive into the latest updates for Power Pages in the first half of 2024. They discuss new features, enhancements, and important deprecations, providing insights into how these changes impact users and developers. From generative AI integrations and improved file upload capabilities to crucial security updates and professional developer tools, this episode covers everything you need to know about the upcoming Power Pages release. Plus, they share their thoughts on the future of Power Pages and what they hope to see next. Tune in for an informative and engaging discussion on the evolving landscape of Power Pages. Credits Cover image by DALL-E (inspired by terrible prompts) References Overview of Power Pages 2024 release wave 1 Perspectives on Power Platform Important upcoming changes and deprecations in Power Pages Get in touch [email protected] Nick Hayduk @Engineered_Code George Doubinski @georgedude

In this episode, George and Nick dive into Wave 2 2023 and what it's going to wash out for Power Pages. What's in store?  The integration of DocuSign  Bootstrap 5 and transition to it  The capabilities and future potential of the Power Pages Copilot Upcoming features for administration and governance  Enhanced collaboration features in the Power Pages Design Studio Introduction of managed environments New updates on user analytics Credits Cover image by Matt Ragland on Unsplash References Set up DocuSign integration | Microsoft Learn Overview of Power Pages 2023 release wave 2 | Microsoft Learn E-Signatures and Payments in Power Pages - ESPC Conference, 2023 (sharepointeurope.com) Get in touch [email protected] Nick Hayduk @Engineered_Code George Doubinski @georgedude

What you hear in the opening is a sound clip titled "money count bills". Not sure about that, sounds more like soliders marching on gravel. Why did I pick that sound? Because it was available in the sound effect library I have already paid for. If I didn't have to pay for things, I would have definitely included Pink Floyd. Classic. Or Jerry McGuire saying "Show me the money". In this episode of Refresh the Cache Nick and I talk about how to take the nice customer's money using nothing but Power Pages. Credits Cover Image by Image by Olya Adamovich from Pixabay. References Add a payment gateway to your event website (Dynamics 365 Marketing) | Microsoft Learn Bring data from anywhere with Dataverse virtual table and Power Automate cloud flow integration in Power Pages| Microsoft Power Page Configure Power Automate cloud flows in Power Pages (preview) | Microsoft Learn Get in touch [email protected] Nick Hayduk @Engineered_Code George Doubinski @georgedude

Everyone misplaces things from time to time. Keys, airpods, sunglasses, wallet; anger, confidence, sense of entitlement... JavaScript in Power Pages is no exception. I know there is script, I can see that annoying debugger keyword, I just have no idea where the fuck did it come from. In this episode of Refresh the Cache Nick and I discuss all the possible locations where script can be hidden in Power Pages while contemplating using Dropbox as a source control alternative. And remember - we never truly lose any material possessions. We only temporarily misplace them. Credits Cover Image by 2211438 from Pixabay.  References Using Fiddler AutoResponder: https://learn.microsoft.com/power-apps/developer/model-driven-apps/streamline-javascript-development-fiddler-autoresponder Browser dev tools: https://learn.microsoft.com/microsoft-edge/devtools-guide-chromium/overview Engineered Code Where's That Dynamics 365 Portals Code? Part 1, 2, 3, and 4. Power Pages Tip #212 Stand alone JS File using Web Template Power Pages Tip #215 Web Template MIME Type Get in touch [email protected] Nick Hayduk @Engineered_Code George Doubinski @georgedude

Raising kids is not an easy task. Nor it is cheap. If you need to talk to your bank about refinancing your mortgage to renovate the house according to the building permit you are yet to apply for and, in case your house is old and potentially has some led paint or asbestos, you would also be trying to keep the kids out of that very house as much as possible by enrolling them in the after-school classes THEN you are in pure luck. All your challenges can be solved by installing a trifecta of Power Pages scenario-based templates. In this episode of Refresh the Cache, Nick & I dive into the Power Pages templates; the good, the bad, and the ugly sides, what they are good for and where they shouldn't be touched. We also answer some important questions such as are there any assets with the prefix "new_", is numbering your pages bad, and who gets a participation medal? To find out, as they say, listen 'till the end! Credits Cover image by Christiana Mergan from Pixabay. Get in touch [email protected] Nick Hayduk @Engineered_Code George Doubinski @georgedude

In the good old days (insert an old man yelling at the skies image) we didn't have release waves. Instead, every 2-3 years we had a tsunami. Since those days Microsoft has transformed releases into a pacifying surf ranch with persistent but not exactly heart stopping waves. Starting Wave 1, 2023 Power Pages now have a well-deserved their own break in the release plan. Of course, Nick and I couldn't resist dusting off our surf boards. But if you're not excited by Export to CSV feature, we have nothing to talk about. References Power Pages release plan Content management in Power Apps portals, bork-bork style. Package/solution deployer XrmToolBox Portal Record Mover Alternatives to Bootstrap Materialize Pure CSS Tailwind Migrate to Bootstrap 5 🤕 Credits Cover photos by David Cleverley and Eduardo Drapier on Unsplash Get in touch [email protected] Nick Hayduk @Engineered_Code George Doubinski @georgedude

In today's episode (technically, last year's) episode of Refresh the Cache, George and Nick talk to Dileep Singh, Principal Program Manager Lead for Power Pages. We discuss Gimli Glider, security, and growing with the product. Acronyms casually dropped in the conversation MAU - Monthly Active Users IdP - Identity Provider  References Humble Pi: When Math Goes Wrong in the Real World: Parker, Matt: 9780593084687: Amazon.com: Books Microsoft Power Pages Community - Power Platform Community Power Pages Ideas · Community (microsoft.com) Copyrights and licenses Artwork by @dreamstudioai The following music was used for this media project: Music: There It Is by Kevin MacLeod Free download: https://filmmusic.io/song/4519-there-it-is License (CC BY 4.0): https://filmmusic.io/standard-license Get in touch [email protected] Nick Hayduk @Engineered_Code George Doubinski @georgedude Dileep Singh @rulesrchange https://www.linkedin.com/in/rulesrchanged/   

Long, long time ago, in the universe far away, Nick Doelman and Colin Vermander had a dream of making a podcast about ADX Portals, I mean Dynamics 365 Portals, I mean Power Apps portals, I mean Power Pages that would rival the entire Microsoft's media department. As often is the case, Microsoft decided to put an end to it by buying out hiring the entire population of Canada both. In this episode of Refresh the Cache we talk to Nick Doelman about his journey from a humble IT guy to MVP to a portal go-to trainer, and now chief explainer senior content developer on Microsoft docs team. Why the move, how did it change the work/life balance, what did Nick do for Canada (unlike his football team) - those are just some of the things we talk about. We talk pretty much about everything except curling. Which is a shame if you ask me. Get in touch [email protected] Nick Hayduk @Engineered_Code George Doubinski @georgedude Nick Doelman @readyxrm Artwork by @dreamstudioai

Daily logins are like daily gym visits: everyone says they do it every day, but reality begs to differ. Nick and George talk about new Power Pages licensing, monthly active users and more in episode 29 (or 2 in "After Nick Doelman" era).  https://powerpages.microsoft.com/pricing/ https://alexacrm.com/plugin  Get in touch [email protected] Nick Hayduk @Engineered_Code George Doubinski @georgedude

One of the Nicks is back but Doelman variety decided to take a pill and has gone to greener pastures of the mothership. To fill in the void of his large shoes, George "The Enabler" Doubinski has joined the crew and broken all-Canadian camaraderie. Both Nick & George are rusty after a long break, so the only hot topic of the day is "Who moved my cheese and is it still cheese?" aka "Power Pages" and "I can do Power Apps portals - do I still have a job?".  Also turns out, logins are like exercise - everyone says they want to and will do it daily but in reality... Nick Hayduk @Engineered_Code George Doubinski @georgedude

The Nick's are back after a brief break to bring you the news from the Power Platform 2022 release plans for Power Apps portals. Nick Hayduk @Engineered_Code Nick Doelman @readyxrm

Details In this CRM Audio podcast episode Elaiza Benitez talks to Luke Hopton based in Jersey, United Kingdom, and Matt Ngan based in Toronto, Canada. Elaiza, Luke and Matt previously worked for the same Microsoft Partner in New Zealand where Luke and Matt were CRM Developers. Since then, both of them have moved away from being Dynamics CRM developers and Elaiza talks to them about their decision and what they're doing now in their current roles. Elaiza also quizzes them to see how much they remember about Microsoft Dynamics CRM 4 as a developer. Note: Elaiza refers to Dynamics 365 as Dynamics CRM in this podcast episode to avoid confusing Luke and Matt. When Luke and Matt were developers, it was called Dynamics CRM at the time. What we talked about Background to how Luke, Matt and I know each other.   Matt and Luke introduce themselves.   Matt worked for a product company in London that specialized in Wealth Management where Dynamics CRM was the platform and he now lives and works in Toronto for an HR software company that has nothing to do with Dynamics CRM.   Luke moved to a Senior .NET developer role before leaving New Zealand and then moved to London in 2015 where he joined two other product companies. Eventually he moved home to Jersey and is now a Solution Architect where he works with RegTech (Regulatory Technology) solutions – due diligence and KYC (Know your Customer) for Wealth Management companies.   The decisions Luke and Matt made to move away from being a Dynamics CRM Developer.   That last Dynamics CRM version Luke and Matt worked with was Dynamics CRM 2013, possibly Dynamics CRM 2015 for Matt.   Matt talks about the frameworks and tech he is using now.   Both Luke and Matt talk about applying what they've learnt in their time as Dynamics CRM Developers in their roles now.   What they use for source control now.   Matt talks about the differences in Application Lifecycle Management for product development compared to consultancy projects. What Luke and Matt use for source control these days.   Who would be in their search results when Googling for issues experienced in Dynamics CRM and tools used.     Who showed Matt the ropes in being a Dynamics CRM developer - Rex Wessels, Sophie Khun-Hammond, Maryse Botros, David Brown mentioned.   Elaiza quizzes Luke and Matt on their knowledge of being a Dynamics CRM Developer Question 1 – Matt Question 2 – Luke Question 3 – Matt Question 4 – Luke Question 5 – Luke Question 6 – Luke Question 7 – No one Question 8 – Matt What Luke and Matt miss about New Zealand.

On this episode, Elaiza Benitez takes over the CRM Audio podcast and brought Amey Holden and Matt Wittemann with her. Elaiza, Amey, and Matt worked for Microsoft partners and have since made changes in their career. Elaiza and Amey went independent and Matt went to work for Microsoft. We discuss the various career paths available with Microsoft Business Applications. Working for a Microsoft Partner Going independent Working for Microsoft

The Nicks discuss the Power Platform 2021 Release Plan and how it relates to Power Apps portals, buying a car and Coke vs Pepsi. Nicholas Hayduk @Engineered_Code Nick Doelman @readyxrm

George, Shawn, and Joel are back with another podcast! Topics discussed today: Release notes for Wave 2 2021 are out--do they matter? Joel is a Twitter quitter Multi-table (polymorphic) lookups--what are they good for Microsoft YouTube channel--why no comments? Joel and George got the Mac Mini M1 Why does George need 64 GB of RAM Power Automate Desktop is now a standard feature in Windows 11 (and Joel thinks Microsoft is going to take over the RPA world) George uses n8n.io open-source automation alternative Independent Power Platform connectors are here--individuals and partners can now publish connectors to third party connectors and share them in the Power Apps, Power Automate, and Logic Apps connector library

In this episode of CRM Audio, George Doubinski and Joel Lindstrom discuss the business case for Dataverse for Teams. Who is it for and what does it mean for people who already have Dataverse and Dynamics 365? 

Nick and Nick are joined by special guest "Portals Super User" Oliver Rodrigues to discuss portal terminology changes and getting answers on community forums. Oliver Rodrigues @BrahmeiroDiary https://oliverrodrigues365.com/   Nicholas Hayduk @Engineered_Code https://www.engineeredcode.com/   Nick Doelman @ReadyXrm https://readyxrm.blog https://365.Training   Oliver's Scottish Summit Session: Oliver Rodrigues - Power Apps Portals best practices New portal terminology changes: Terminology changes in Power Apps portals - Power Apps | Microsoft Docs

Nick and Nick are joined by special guests Ulrikke Akerbæk and Franco Musso to discuss what "Where's Waldo?" is called in different countries, new portal features and how to build a Power Apps portals that doesn't look like a portal. Portal Entity Permissions Manager https://jonasr.app/2021/02/epm/ Power Platform Release Plan 2021 Wave 1 https://docs.microsoft.com/en-us/power-platform-release-plan/2021wave1 Ulrikke Akerbæk @UlrikkeAkerbk https://ulrikke.akerbak.com/ Franco Musso @crmbizcoach https://francomusso.com/ Nicholas Hayduk @Engineered_Code https://www.engineeredcode.com/ Nick Doelman @ReadyXrm https://readyxrm.blog https://365.Training  

Colin Vermander @koolin_ Nick Doelman @readyxrm Nicholas Hayduk @Engineered_Code Configure Azure AD B2C Provider: https://powerapps.microsoft.com/en-us/blog/power-apps-portals-configure-azure-ad-b2c-provider-for-portals-in-a-new-way-preview/ JQuery Update: https://support.microsoft.com/en-us/help/4594428/portal-9-2-10-x-breaking AlexaCRM: https://alexacrm.com/ Portal Connector: https://www.crmportalconnector.com/ Sponsored by 365.Training

In today's podcast, Joel Lindstrom and George Doubinski talk about Dataverse, the new name of Common Data Service. Microsoft has also renamed some of the CDS components. Entities are now tables, Option Sets are now choices, and fields are not columns. These new names may be confusing for long time platform users, but they move the platform to be more consistent with other platforms and will help makers moving from SharePoint to Dataverse, as the naming is now consistent.

Nick, Colin and Nick discuss the recent Fall into Portals Virtual Conference and recap the incredible content. Fall into Portals Recording: https://365.training/Courses/Detail/Fall_PowerAppsPortals Content Publishing on Portals using multi-language: https://www.youtube.com/watch?v=L6EDgqgk9G8&t=317s Colin Vermander @koolin_ Nick Doelman @readyxrm Nicholas Hayduk @Engineered_Code Sponsored by 365.Training

It's autumn in the the US, the leaves are falling, and we are back with another episode of CRM Audio. In today's episode, Joel Lindstrom, George Doubinski, and Shawn Tabor talk about George's new in-line code editor function for Power Automate--how does it work, why would you want to use it over plain expressions, and is it secure? We also get into Oakdale, the new light version of Common Data Service included in Microsoft Teams. After using it for several weeks, how does it compare with full CDS? Are there any performance differences? And what about storage capacity?

Microsoft released a public preview of Connection References, which store Power Automate (and some Power App) connections in solutions, and prompt for connection when the solution is moved to another environment. This is a big deal because currently connections are not moved with solutions, which means that Power Automate flows are not connected after the solution is moved, and editing flows in Production environments are tedious and cause problems with ALM processes. This change is also significant because it brings the value of solutions and ALM to non-CDS connected flows. Since Sharepoint, SQL, and custom connections can be automated using connnection references, deployment automation and CI/CD can now appply to connections other than CDS. Listen to today's podcast as George Doubinski, Joel Lindstrom, and Shawn Tabor discuss connection references. We also touch on environment variables and how these changes work with environment variables. And we celebrate Shawn "Hobbit" Tabor's 50th birthday!

Colin, Nick and Nick are back from summer vacation and chat about the portals WebAPI currently in public preview. Portals WebAPI (Microsoft Docs) 2020 is the year of virtual conferences, and Power Apps portals are no exception with Power Portals Saturday and Fall/Spring into Portals conferences. Power Portals Saturday (YouTube Playlist) Fall into Portals Colin Vermander @koolin_ Nick Doelman @readyxrm Nicholas Hayduk @Engineered_Code Sponsored by 365.Training

This week Jon Stypula from Dynamic Consulting joins CRM Audio to talk about the DynamicsCon virtual conference coming up on September 9-10. Watch this episode on YouTube at https://youtu.be/lyL9dSO3wfc. Find out how DynamicsCon is different than other Power Platform virtual events. Who is paying for it, and how the money will be spent. You can register for DynamicsCon at https://dynamicscon.com/ Connect with Jon Stypula on LinkedIn: https://www.linkedin.com/in/jonstypula/ 

RPA is getting a lot of buzz these days, but what does it really mean? Today Cody Erickson from Microsoft (and formerly Softmotive) joins CRM Audio, along with Joe (Flow Joe) Unwin, to discuss RPA: Why did Microsoft acquire Softmotive when they already had RPA? How can Power Automate customers use Softmotive RPA today? When should you use RPA (and when should you not use RPA? Setting proper expectations for RPA deployments Using RPA to empower users -Common RPA mistakes Links: Cody Erickson on LinkedIn: https://www.linkedin.com/in/cody-erickson-b0663a74/ Joe Unwin on Linkedin: https://www.linkedin.com/in/joeunwin CRM Audio Podcast: https://crm.audio 

In this Service based episode of CRM Audio, Shawn & Sarah talk about how notifications within Dynamics 365 aren't just emails anymore!  They talk about how notifications can be more actionable and meaningful for Dynamics 365 users!  Also, Shawn talks about the upcoming Field Service Bootcamp coming to 365 Saturday on August 12-15!   365 Saturday - Field Service Bootcamp (August 12-15) https://events.powercommunity.com/field-service-bootcamp-2020/#   Sarah Jelinek on Twitter: https://twitter.com/SarahJ_ND   Sarah's blog: https://sarahjelinek.com   Shawn Tabor on Twitter: https://twitter.com/crmhobbit   Shawn's blog: https://crmhobbit.com

It's been my observation that with a few notable exceptions, people in the Power Platform community primarily focus on Power Apps or on Power Automate. Lots of people will use both, but generally, people are more "app people" or "flow people." I don't have a strong preference between the two, and I regularly use and enjoy both platforms, but I've had conversations with people in the community that say something along the following lines: Flow Person: "I love Power Automate, but Power Apps (canvas apps) are confusing." Apps Person: "I can write canvas apps all day long but you need to be a developer to use Power Automate." I've also noticed that if you suggest a flow solution in the Power Apps forum or an app solution in the Power Automate forum at powerusers.microsoft.com, people will give you funny looks. Intrigued by this phenomenon, I interviewed some of my friends in the Business Applications community to see what they thought was behind this divide. Why does one tool seem accessible and easy to some while difficult to others? In today's podcast (and on Power Platform Tip Of The Day) George Doubinski and Joel Lindstrom explore this phenominon and what makes people gravitate toward Power Automate or Power Apps?

Last week at Microsoft Inspire, Microsoft announced DataFlex, a light version of Common Data Service that will be included with Microsoft Teams and make it easy to build low-code applications inside of Teams with simplified security. They also announced that CDS will be rebranded as DataFlex Pro. Joel, George and Shawn discuss what this change means, along with the confusion over the name. 9ejNL9yutzhpz0cyc6Ed

New in preview, Microsoft has released a CRUD API for Power Apps Portals. Why do we need this when Common Data Service already has a web API? Hint: It's not for integration, it's for user experience. See the official documentation here: https://docs.microsoft.com/en-us/powe...  

While Colin is off in the wilderness on vacation, Nick and Nick discuss the features announced in the Power Platform 2020 Wave 2 Release plans.   Nick Hayduk @Engineered_Code Nick Doelman @readyxrm

MVP's Shawn Tabor and Joel Lindstrom review the top announcements in the Power Platform and Dynamics 365 Release Notes Wave 2. Power Apps Portals PCF Controls Model-driven search enhancements Canvas pages Power Automate Power Virtual Agent Dynamics 365 Sales Dynamics 365 Marketing Customer Insights Dynamics 365 Service

Julie Yack joins CRM Audio today to talk about brain dumps, and why you should avoid them when studying for Microsoft certification exams.  Brain dumps are unauthorized copies of certification test questions and answers. If you use brain dumps you are violating the terms of your certification, and you are selling yourself short. Julie talks about how Microsoft's certification and training options have improved over the years and how to prepare for certification the right way. LInks: Microsoft Learn: https://learn.microsoft.com https://365.training

In this episode, Shawn is joined by Dian Taylor, Director – TMC for Business Apps with RSM US to talk all about Field Service Mobile!  They talk about the key differences between the two apps (1st party Microsoft and the Microsoft Field Service Woodford based app), where there is a fit for both and what the future holds for the new Field Service Mobile app!  Dian and Shawn also talk about the Dynamics Community and how they both love being a part of this great family. Dian on Twitter: https://twitter.com/d365goddess Dian's blog article on Field Service Mobile: https://d365goddess.com/field-service-dynamics-365-mobile-app/ Dian's blog article on Inventory Transfers using the Inventory Dashboard: https://d365goddess.com/inventory-transfers-using-the-inventory-dashboard/ Shawn on Twitter: https://twitter.com/crmhobbit Shawn's blog: https://crmhobbit.com

In this episode, Shawn (@crmhobbit) and Sarah (@SarahJND) talk about how to access Public Preview features within Dynamics 365 Field Service as well as how to enable the new Schedule Board, currently in Public Preview. Watch this episode on the CRMHobbit YouTube channel (demo enabling the new Schedule Board at the 9:30 mark) : https://youtu.be/gohUVmO5vKc How to install preview features for Dynamics 365 Field Service: https://docs.microsoft.com/en-us/dyna... How to preview the new schedule board in Dynamics 365 Resource Scheduling: https://docs.microsoft.com/en-us/dyna... Shawn Tabor on Twitter: https://twitter.com/crmhobbit Shawn's blog: https://crmhobbit.com Sarah Jelinek on Twitter: https://twitter.com/SarahJND Sarah's blog: https://sarahjelinek.com

Colin, Nick H and Nick D (CNN) chat with MVP Jim Novak about tools used when working with Power Apps portals projects.   Jim Novak is a Technical Architect with deep experience with Dynamics CRM/xRM and custom .NET application development working in projects for the United States government, education and healthcare industries.   Twitter: @crmdevjim Website: https://futurezconsulting.com/ LinkedIn: https://www.linkedin.com/in/jamesnovak/ Other links: https://www.xrmtoolbox.com https://www.bootstrap-live-customizer.com/ https://github.com/WaelHamze/xrm-ci-framework https://abvogel.com/2019/08/13/Microsoft.Xrm.DevOps.Data/

At Build 2020, Microsoft highlighted Microsoft Teams as a platform, and announced lots of new enhancements to the integration between Power Platform and teams, including making it easier to build Power Automate flows for Teams and integrate model-driven apps with Teams, and more easily publish Power Virtual Agents with Teams. https://www.forbes.com/sites/moorinsights/2020/05/27/spotlight-on-teams-as-a-platform-at-virtual-microsoft-build-2020/#12ce03631f14 On today's episode of CRM Audio, Shawn Tabor and Joel Lindstrom talk about why Teams+Power Platform matters, and how embedding apps within Teams can remove friction from user adoption of Power Apps. We also revel in our recent victory in the Power Platform Virtual Pub Quiz.

In this episode, Shawn & Sarah talk about the pandemic and how it has affected opportunities to present to the community.   Sarah discusses a virtual session she held at D365UG Focus on optimizing Customer Service implementations and the blog article that supports it: https://sarahjelinek.com/2020/05/19/create-a-case-with-the-email-body-in-the-case-description-field-in-dynamics-365/

This is a special episode of CRM Audio with MVP's Gus Gonzalez, Neil Benson, and Joel Lindstrom. In this episode we dig into what the role of solution architect means and how it has changed in Power Platform projects with the shift to agile deployment methodologies. This episode is being simultaneously released on their podcasts, the CRM MVP Podcast and Scrum Dynamics, and I encourage you to subscribe to both. See full show notes at https://customery.com/50.

This episode is brought to you by Maplytics by Inogic. Today we are joined by return guest Sean McNellis, Principal PFE with Microsoft.  Topics in this episde Changes to the pfe PowerShell libraries and .Net Core Service protection throttles and the reason for them Tips for building future friendly code and limiting API calls Covid-19 driving digital transformation and decoupling things that have always been combined and driving low-code for business agility. Changes in the maker experience

Nick, Nick and Colin practice social distancing and chat from their home offices about MVP summit, Web Forms, Virtual Entities, Local Authentication and other Power Apps Portals stuff. Show notes: Colin's post on web forms: https://colinvermander.com/2020/03/09/power-apps-portals-web-form-ideas-desired-improvements/ Nick Hayduk's Portals Community Call: https://www.engineeredcode.com/portals-community-call Nick Doelman's Power Apps Portals online class: https://powerplatformlearning.newzenler.com?affiliate=rVj6rb Colin Vermander @koolin_ Nicholas Hayduk @Engineered_Code Nick Doelman @readyxrm