Dynamics Talk Episodes

Most CRMs act like cold storage for contacts; Dynamics 365 Sales acts like a sales HQ. This episode reframes CRM from passive record-keeper to active command center by wiring Copilot, Outlook, Teams, Power Platform, Power BI, and LinkedIn Sales Navigator into one flow. Instead of tab-hopping and ma…

Making your first Dynamics 365 Finance & Operations (F&O) API call can feel like a minefield—wrong endpoints, missing permissions, and opaque token errors that stall you before you start. This episode strips out the guesswork and walks you through a clean, repeatable path to a working call. You’ll …

Flying Business Central without telemetry is flying IFR with the instruments off. Turn it on, push signals into Azure Application Insights, and read them with Microsoft’s Power BI apps to catch spikes, deadlocks, and extension issues before users file tickets. The gotcha that burns most admins? App…

The Copilot buttons you see in Business Central are just the trailer. The movie is in System.AI, where you can register custom Copilot capabilities, control where/when they appear, and wire metaprompts so Copilot speaks in your company’s voice. Ship safely by piloting in a sandbox, guarding keys (I…

Field techs lose 15–30 minutes per job on paperwork—creating hidden costs, bad data, and delayed billing. Dynamics 365 Field Service + Copilot turns spoken updates into structured work orders (parts, labor, photos, signatures) and pushes them into scheduling, inventory, and invoicing in real time. …

Stop exporting Dynamics 365 data to Excel. Connect Dataverse to Microsoft Fabric, build an analytics model once, and embed Power BI directly inside Dynamics 365 (CRM/ERP) screens. With live, role-aware metrics (RLS), sales and ops teams act on fresh data without tab-switching, stale snapshots, or v…

MFA isn’t Zero Trust. If Microsoft 365 and Dynamics 365 don’t enforce the same identity, device, and session checks, attackers walk through the side door. “Zero Trust by Design” treats M365 + D365 as one system: align Conditional Access and risk signals, apply just-in-time roles, segment identities…

Out-of-the-box Copilot in Dynamics 365 is a smart generalist. To make it an expert in your business, feed it your domain data—securely—via Dataverse, curated connectors, and Azure data pipelines. Map fields to clear schemas, apply role-based access and conditional access, and label sensitive column…

Stop context-switching. Embed Dynamics 365 Sales directly into Microsoft Teams so reps update opportunities, trigger approvals, and log notes where they already work. Layer Power Automate and Adaptive Cards to turn chats into actions (create/update/approve) and keep CRM as the single source of trut…

Dynamics 365 deployments fail less because of code and more because of packaging gaps: hidden dependencies, unmanaged/managed mix-ups, missing environment variables and connection references, and un-migrated configuration data. In this episode, we show how to ship reliably by mapping dependencies u…

Turn Dynamics 365 lead scoring into a revenue engine. This guide shows how D365’s AI turns behaviors (opens, replies, page views, meetings), firmographics, and sales outcomes into predictive scores—then converts those scores into next-best actions. You’ll get a clean, step-by-step rollout plan, dat…

This episode shows how to turn Dynamics 365 Marketing from a linear “set-and-forget” email engine into a responsive system that reacts to real user behavior. You’ll learn how to capture high-signal actions—like pricing-page visits, form starts and abandons, and in-app feature usage—and convert them…

This episode shows how to supercharge targeting in Dynamics 365 Customer Insights by moving beyond demographics to behavior- and transaction-driven segmentation. You’ll learn how to unify web, CRM, commerce, and support data; build dynamic segments using calculated measures and intent signals; and …

This episode shows how Microsoft Fabric + Dynamics 365 Supply Chain Management (SCM) turn fragmented dashboards into a real-time, end-to-end control system. We connect purchase orders, production, inventory, transport, and delivery into one model that surfaces delays early, triggers automated respo…

This episode shows how to unify Dynamics 365 HR, payroll, time/leave, and survey data in Microsoft Fabric to create a single, trustworthy HR analytics layer. You’ll see a practical lakehouse blueprint (Dataflows Gen2 → OneLake/Lakehouse → semantic model → Power BI) that eliminates spreadsheet recon…

This episode shows how to beat the limits of the standard Dynamics 365 connector in Power Automate using custom connectors. You’ll learn a repeatable path: find the right Dataverse/Dynamics Web API endpoints (including custom tables), test them in Postman, secure them with Azure AD OAuth (least-pri…

This episode shows how to automate month-end close by wiring Power Automate + Dynamics 365 Finance + Microsoft Teams into a single approval and posting workflow. You’ll learn the exact connector, permissions, triggers, conditional approval logic, Teams adaptive cards, and resilient error-handling (…

Rolling forecasts miss the mark when D365 F&O actuals, sub-ledgers, and budgets live in silos. This episode shows how Microsoft Fabric unifies GL, AP/AR/FA and budget data into a single, governed model—so forecasts refresh with reality, variances reconcile themselves, and finance stops babysitting …

Stop babysitting Dynamics 365. In this walkthrough, you’ll wire up invoice approvals that run themselves, auto-route leads and cases to the right team, and stitch Sales, Finance, and Customer Service together with Power Automate and Copilot—no more swivel-chair updates, no more “did anyone follow u…

Stop tab-hopping and start resolving: We stress-tested Microsoft Teams inside Dynamics 365 to see if it actually saves SLAs—or just adds more clicks. Spoiler: when you hit “Collaborate,” chats stick to the ticket, context stays glued, and real-time swarms can shave minutes where it counts. But if y…