エピソード

  • CRM Chronicles: From Awkward Introductions to Security Solutions
    2025/12/12

    Join us for an exciting episode as we welcome our very first guest, Ali Nelson, to the podcast! Together, we dive into the complicated world of CRM security and discuss strategies for managing security roles and business units effectively. Ali, who just started a new job managing a system with over 11,000 users, grapples with the headaches of security and shares insights and challenges. We explore solutions ranging from automating processes with Power Apps and Power Automate to leveraging dynamic security roles and advanced visualizations. Whether you're an admin or a CRM enthusiast, this episode has valuable takeaways for improving your system's security and efficiency.

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    34 分
  • AI, Copilot, and Community: Our Time at the Power Platform Conference
    2025/11/17

    In this episode, Ashley and Ed reflect on their experiences at the Power Platform Community Conference. They discuss the challenges of navigating the event venue, the excitement of connecting with peers, and the diverse and evolving session content. With a focus on the growing influence of AI and tools like Copilot, they share their thoughts on how the tech landscape is changing. Additionally, they touch on the communal spirit of the conference, the importance of networking, and share humorous anecdotes about leading sessions and their hopes for future conference locations and entertainers.

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    16 分
  • The Uncomfortable Truth: A Dialogue on Gender Dynamics
    2025/10/30

    In this episode, Ed and Ashley dive deep into workplace dynamics and gender bias, as we share personal experiences and highlight the importance of discussing how women treat each other in professional environments. We explore the value of acknowledging feelings such as jealousy and the profound impact they can have on personal and professional growth. The conversation also touches on the significance of illuminating challenges faced by marginalized groups in industry forums, the biases that shape interactions, and the importance of self-awareness and vulnerability in fostering meaningful change.

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    10 分
  • Decoding Customer Insights: A Look at Microsoft's CDP
    2025/09/22

    In this episode, we dive into the key differences between Customer Data Platforms (CDP) and Customer Relationship Management (CRM) systems. We explore Microsoft's CDP known as Customer Insights (CID), discuss its features, capabilities, and how it unifies data to provide actionable insights. We also touch on the integration of AI and the concept of unified profiles. Additionally, we cover licensing details for CID and the implications for businesses looking to implement CDP solutions. Join us for an informative discussion on optimizing customer data management and marketing strategies.

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    26 分
  • Navigating Microsoft Certification Exam Realities
    2025/08/08

    In this episode, join a candid conversation about preparing for Microsoft Power Platform certification exams, specifically the PL-200 and PL-600. Join Ed and Ashley as they discuss the intricacies of the exams, including the range of topics covered, the challenges faced, and tips for effective study techniques. They share personal anecdotes about their experiences, the importance of understanding both the theoretical and practical applications, and the evolving landscape of the Power Platform. Whether you're a seasoned professional or new to the Power Platform, this discussion offers valuable insights into tackling these certification challenges.

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    35 分
  • Navigating New Frontiers: The Microsoft AI Accelerator for Sales Unveiled
    2025/03/21

    Exploring the Microsoft AI Accelerator for Sales: Opportunities, Challenges, and Future Implications

    Join us as we discuss the newly announced Microsoft AI Accelerator for Sales. We explore its features, including Microsoft 365 Copilot, pre-built agents, and Dynamics 365 integration. We discuss the potential benefits, such as improved efficiency and automated lead generation, alongside concerns regarding realistic use cases, licensing complexities, and security challenges. Tune in for an engaging conversation filled with insights on how AI is shaping the future of sales and what it means for businesses and integrators.

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    28 分
  • The Art of Requirements Gathering and Solution Design
    2024/11/10

    In this episode, we dive deep into a variety of listener questions from recent power platform conferences with our hosts, discussing key topics such as effective naming conventions, junction tables, and handling conflicting requirements in CRM projects. We also touch upon the nuances of requirements gathering, solution design, and agile methodologies. Join us for an insightful conversation packed with practical advice and industry experiences.

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    32 分
  • A Dive into Power Platform and Agile Practices
    2024/10/04

    Join us as we dive into questions from Ashley’s session from Power Platform Community Conference that she presented with Neil Benson entitled From Backlog to Brilliant: Transform Your Power Platform Development. The questions allow Ashley and Ed to discuss key insights on Agile methodologies. We explore how Copilot and generative AI can streamline workflow and backlog management, offering practical advice for handling multiple projects in Azure DevOps. Learn how to foster innovation while balancing governance in the Power Platform with the COE Starter Kit. Additionally, discover the best practices for developer specialization and hear humorous anecdotes about tech terminology. This episode is packed with valuable tips and witty banter, perfect for tech enthusiasts and professionals navigating the evolving tech landscape.

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    31 分