Ulrik Carlsson - Podcast Details

Shows

Microsoft Innovation PodcastUlrik Breval Carlsson on The MVP ShowFULL SHOW NOTEShttps://podcast.nz365guy.com/239Meet Ulrik Breval Carlsson - the CRM Chart Guy Ulrik’s involvement with Power BI A conversation about the issues in Power BI at present The solutions to fix technical issues under Power BI The benefits being a Microsoft MVP Ulrik’s origin story – originally from Denmark Personal and Career background of Ulrik How Ulrik started having an interest in CRM What took Ulrik a long time to consider the MVP Program A discussion about Ulrik’s journey to becoming a Microsoft MVP The processes involved in joining the MVP Program Advice...2020-10-0731 min

Power BI & MoreCustomer Insights with Matt WittemannThis episode has been brought to you by KingswaySoft. The new Customer Insights with Matt Wittemann. Dynamics 365 and CRM legend Matt Wittemann joins the podcast to discuss the Customer Insights solution that was made generally available recently. Customer Insights have been in preview for a few years. During this time they have been some iterations of the solution, features have come and gone, and has now landed on a solution tailored to analyzing customer profiles and people using varying data sources. Listen in as we go through the feature set, to get clarity...2019-09-0141 min

Power BI & MoreMatt and Ulrik make unsupervised product recommendation enginesThis episode is brought to you by by Maplytics by Inogic. Data Scientist Matt Lamb and Microsoft MVP Ulrik Carlsson discusses how you create product recommendation engines. A separate discipline in data science, combining content filtering and collaborative filtering, to do targeted product recommendations is not only more difficult, but possibly also one of the most lucrative. Episode also includes in discussions on: Combining advanced customer profiling with transactional data. Matt talks to his new product PinPoint, a product recommendation engine for the Aftermarket How Content Filtering and Collaborative Filtering combined can make for advanced product recommendations Why Ulri...2019-07-0951 min

CRM AudioNot the Microsoft Business Application SummitThis episode is brought to you by KingswaySoft. Today Business Applications MVP's Ulrik Carlsson, Megan Walker, Andrew Bibby, and Joel Lindstrom are not at the Business Applications Summit, but they have the wave 2 release plan, and in this episode they review some of the highlights of the massive document. Topics: D365 for Marketing Customer Insights segments in marketing Quick sends Sales Business card scanning Configurable system dialogs Unified queues Chat integration Assistant studio AI builder Music: www.purple-planet.com 2019-06-1051 min

Power BI & MorePredictions and Analytics on Dynamics 365 Field ServiceThis episode is brought to you by D365UG. Matt Lamb joins Ulrik Carlsson again to talk about the use of data science in Field Service implementations and why Field Service implementations are particularly interesting. The wealth of data can be used for both advanced machine learning scenarios to predict failures, creating advanced DAX formulas in Power BI to optimize Work Order scheduling, and why you might want to create your own ranking of Work Order as opposed to what is delivered out-of-the-box. Topics discussed: What’s special about Field Service? Telemetry and...2019-05-0235 min

CRM AudioCRM Audio: Live!In this episode (brought to you by Kingswaysoft) we are joined with a large group of Business Applications MVP's (and one Microsoftie): George Doubinski Joel Lindstrom Steve Mordue Daryl LaBar Scott Sewell Stephan Smith Ulrik Carlsson We welcome Stephan to the MVP family as one of May's newly awarded MVP's. Topics discussed in this episode: PowerApps Components: https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/create-component PowerApps Control Framework BAD Masterclass: https://crmtipoftheday.com/masterclass/ PowerControls vs web resources Changes to AppSource and revenue sharing for ISV's https://stevemordue.com/microsoft-steps-up-to-salesforces-appexchange/ What does it mea...2019-05-021h 02

CRM MVP PodcastEpisode 50: Nine new MVPs talk about their 1st MVP summitMy first MVP Summit was in 2012, I had been an MVP for about 4 months and the experience was amazing and overwhelming. I wanted to hear what first timers were thinking after day 1 of the summit. This year's MVP Summit was attended by 12 first timers, so after a few adult beverages I invited/convinced 9 of them to jump on the mics and talk about their experience at their very first MVP Summit. Now, I'll just go ahead and say that recording a podcast episode at around midnight is probably not the best idea, so this is...2019-04-071h 16

Power BI & MoreEmbedded experience and Power BI April 2019 UpdateIn this episode (brought to you by KingswaySoft), Ulrik Carlsson talks about changes to the experience of embedding Power BI in Dynamcis 365 and what is new in the April 2019 update for Power BI Desktop. Discussed in this episode: Changes to embedded experience Making your embedded reports visually match d365 Licensing implications Security implications Embedded reports and change management April updates for Power BI Desktop Updates to PowerApps visuals Automatically refreshing the data set Key influencer visuals Data Flows are leaving preview Pervasive artificial intelligence Got any questions for the chart guy? Send them to voice...2019-04-0731 min

Power BI & MorePower BI & More: Is your Power Platform data ready for Data Science/Machine Learning?In this episode (brought to you by mscrm-addons.com), Matt Lamb, Data Science and Commercial Analytics Lead at eLogic, rejoins the podcast to discuss what we need from our Dynamics 365 implementation when stepping into Machine Learning and AI. What do we need from our Dynamics 365 data in terms quantity and completeness to get effective results? What are the ways to deal with incomplete and what consequences does it have on your Machine Learning results when you make even simple updates to your business processes. In order to create a record set to use as a base for Machine Learning, y...2019-03-1632 min

Power BI & MoreData Science with Matt LambIn this episode (brought to you by D365UG), Ulrik interviews Matt Lamb, Data Science and Commercial Analytics Lead at eLogic Matt Lamb joins the podcast to discuss his work and background as a Data Scientist and shed some light on what a full-time Data Scientist actually does and what skills are required. Find out how a data scientist defines the term AI and how that relates to the various disciplines of machine learning, deep learning, and statistics. Also, what can data science add to your solutions now that Microsoft is adding out-of-the-box AI features...2019-02-1235 min

CRM AudioPower BI & More 46: Dynamics 365 interactive charts and dashboardsIn this episode (brought to you by D365UG), Joel Lindstrom and Ulrik Carlsson discus what you need to know about Interactive charts and dashboards in Dynamics 365 Unified Interface. Topics discussed in this episode: What can you do with interactive dashboards that you can't do with classic UI dashboards? Drill down filters Dashboard date filters Single vs. multiple streams Entity level dashboards Number of widgets on a dashboard Specifying color of option set values in charts Advanced chart editing limitations Got feedback or suggestions for a future episode? Email voice@crm.audio 2019-01-0731 min

Power BI & MoreDynamics 365 interactive charts and dashboardsIn this episode (brought to you by D365UG), Joel Lindstrom and Ulrik Carlsson discus what you need to know about Interactive charts and dashboards in Dynamics 365 Unified Interface. Topics discussed in this episode: What can you do with interactive dashboards that you can't do with classic UI dashboards? Drill down filters Dashboard date filters Single vs. multiple streams Entity level dashboards Number of widgets on a dashboard Specifying color of option set values in charts Advanced chart editing limitations Got feedback or suggestions for a future episode? Email voice@crm.audio 2019-01-0731 min

Power BI & MoreSecurity and User Adoption ReportingIn this episode (brought to you by D365UG), Ulrik and Joel discuss some questions that Ulrik got from recent presentations at Extreme365. Leveraging Dynamics 365 security in PowerBI FetchXML vs oData for deep queries FetchXMLData limits Option sets and the value of the CDS connector Reporting on Dynamics 365 user adoption Got feedback or suggestions for a future episode? Email voice@crm.audio.2018-12-1925 min

Power BI & MoreIntroducing Dataflows with Scott SewellThe Captain is back in this episode (brought to you by D365UG). Scott Sewell returns to share his excitement about a new feature of Power BI called dataflows, which allows you ingest, transform, integrate, and enrich data into PowerBI using a Common Data Model compliant data lake. Scott and Ulrik discuss: What are dataflows How can they improve your performance for large datasets? Working with dataflow data lake What does this mean for the Dynamics export service? We also look ahead to next week's D365UG and PBIUG Summit in Phoenix, AZ a...2018-10-1037 min

Power BI & MoreWhat's new in the August 2018 update for Power BIThis episode is brought to you by D365UG. Today Ulrik and Joel discuss what's new in the August 2018 Update for Power BI Desktop. Topics discussed: Export to PDF Charticulator Color themes and conditional formatting New workspaces Composite models--combining direct query and imported data N:N relationships Links: Power BI Desktop August 2018 Feature Summary Charticulator.com Aggregate total on top of stacked column charts in Dynamics 365 2018-08-2836 min

Power BI & MorePower BI Oct '18 Release NotesIn this episode (brought to you by KingswaySoft), Ulrik and Joel go through the October '18 release notes for Power BI and analytics. Topics discussed: October '18 release notes for Power BI Embedded Power BI visuals in Dynamics 365 forms SSRS reports in unified interface and mobile Preview feature--run SSRS reports from Power BI Premium Deeper PowerApps integration with Power BI CDS connector for Power BI--get your labels Enhancements to links in Power BI dashboards Power BI in Dynamics 365 portals What are data flows PowerQuery in CDM Intellisense in PowerQuery What happened to CDS-A What happened to...2018-08-0749 min

CRM MVP PodcastEpisode 32: Five CRM MVPs in a roomThe conversation we started on Episode 31 with CRM MVPs Ulrik Carlsson, Chris Cognetta, and Steve Mordue continues now with Sean Tabor joining the party. These guys were visiting Atlanta for D365 Saturday so I invited them to the CRM MVP Podcast studio to talk all things Dynamics 365 and Microsoft MVP. Follow us: Ulrik: https://twitter.com/crmchartguy Chris: https://twitter.com/ccognetta Steve: https://twitter.com/stevemordue Gus: https://twitter.com/gusgonzalez2 Sean: https://twitter.com/crmhobbit Podcast: https://twitter.com/crmmvppodcast 2018-07-2953 min

CRM MVP PodcastEpisode 31: Four CRM MVPs in a roomCRM MVPs Ulrik Carlsson, Chris Cognetta, and Steve Mordue were visiting Atlanta for D365 Saturday so I invited them to the CRM MVP Podcast studio to talk all things Dynamics 365 and Microsoft MVP. Follow us: Ulrik: https://twitter.com/crmchartguy Chris: https://twitter.com/ccognetta Steve: https://twitter.com/stevemordue Gus: https://twitter.com/gusgonzalez2 Podcast: https://twitter.com/crmmvppodcast 2018-07-1552 min

Power BI & MoreUpdate your oData connectionThis episode is brought to you by Maplytics by Inogic. In this episode, Ulrik talks about the exciting changes in the June update to Power BI Desktop. For Dynamics 365 users, the biggest change is that the V9 oData endpoint is now supported. Ulrik fills us in on some new parameters that need to be populated when updating your 8.2 reports and dashboards to use the v9 oData endpoint. Ulrik also discusses some recent updates to his Power Query Builder for XrmToolBox. This episode is a production of Dynamic Podcasts LLC. Subscribe to the CRM Au...2018-07-0322 min

CRM MVP PodcastEpisode 30: Top 10 Pro Tips to "Beautify" Dynamics 365This episode is inspired by Scott Sewell and his obsession with Antiques Roadshow. CRM MVP Ulrik Carlsson was visiting Atlanta so I invited him over to the CRM MVP Podcast studio to collaborate on our list of Top 10 Pro Tips regarding how to take your Dynamics 365 Implementation to the next level. These tips are all about "the finish" high level professionals put on their Dynamics 365 Implementations. These best practices are subtle, and not all users will notice the difference, but other professionals certainly do. Top 10 beautification tips: Standarize views Remove unused views Remove unused...2018-07-0150 min

Power BI & MorePowerApps in Power BIIn this episode (sponsored by d365UG), Ulrik announces the beta of a new tool for XrmToolBox to help you build Power Query queries and also talks about how and why you should embed canvas PowerApps in your Power BI dashboards. Links in this episode: Power Query Builder for XrmToolBox: https://www.xrmtoolbox.com/plugins/PowerQueryBuilder/ Ulrik's video of the Power Query Builder: https://crmchartguy.com/power-query-builder/ Embed PowerApps in Power Bi: https://powerapps.microsoft.com/en-us/blog/embed-an-app/ 2018-06-1821 min

Power BI & MoreAnalyzing sales and business process dataThis episode is brought to you my Maplytics by Inogic. Gus Gonzalez joins us to talk about D365 Saturday Atlanta. There's still time to register for the free event. For this episode's main event, Ulrik discusses analyzing business process flow data, such as sales pipeline data. Time per stage Sales velocity Sales trends over time Ulrik also talks about preview features that allow you to extend the business process flow entity, and how adding additional fields and relationships can help simplify your sales reporting.2018-06-0730 min

Power BI & MoreQuestions from the world tour and CDS for AnalyticsThis episode of Power BI & More is brought to you by Maplytics by Inogic. Ulrik is back from the Chart Guy world tour, and in this episode, he answers some questions that were asked by attendees of Dynamics 365 Saturday in Australia. Topics include: Dynamics 365 security with Power BI Data Export Service Dynamics 365 Content Packs for Power BI Using PowerBI with augmented reality Reporting on duplicate detection rules with Power BI Incremental sync with Power BI Common Data Service for Analytics Customer Insights Links in this episode: Duplicate Detection Rules Chart in Dynamics 365: https...2018-05-2433 min

Power BI & MoreEnhanced D365 hyperlinks and hidden entitiesThis episode is sponsored by D365UG. This week Ulrik talks about his upcoming world tour, and what you can hear him present at an upcoming Dynamics 365 Saturday near you. Topics discussed on this episode: Enhancing Dynamics 365 links in Power BI to create new records Running SSRS reports from Power BI Premium Performance of the Data Export Service Accessing hidden Dynamics tables with Power BI Sales Insights Model Driven Power Apps 2018-05-0233 min

Power BI & MoreGDPR and Q&A Linguistic SchemaThis episode is brought to you by KingswaySoft. Ulrik talks about what to consider regarding GDPR and your Power BI dashboards. To help you, Microsoft has recently published a GDPR white paper for Power BI. We also discuss the Q&A Linguistics Schema and how you can use it to allow users to ask real language questions of data. Plus, if you missed it, check out Ulrik's chart week posts on CRM tip of the day.2018-04-1730 min

Power BI & MoreWhat's new with the Dynamics 365 Data Export ServiceThis episode is brought to you by Maplytics by Inogic. Last year we had an episode about the Dynamics 365 Data Export Service, and much has changed since then. In this episode, Ulrik Carlsson and guest host Shawn Tabor discuss what you need to know about the DES. Topics discussed: What is data export service? How frequently does the DES update? Setting up the DES Azure Key Vault Using the Powershell cmdlets DES impact on performance Cost of DES in Azure consumption Licensing requirements for DES Dealing with security How DES tables are related Working...2018-04-0441 min

CRM MVP PodcastSpecial: eXtreme 365 EMEA 2018 DebriefAs you know, I attend several conferences and events each year and I do record content for this podcast at those events but I have never really debriefed after an event. This one was different, it was my 7th eXtreme 365 conference and it has been my favorite conference so far, so I wanted to bring Ulrik Carlsson on the show so we could share why we believe this was their best event ever. Follow eXtreme: https://twitter.com/eXtreme_365 Follow us: https://twitter.com/CRMMVPPodcast Ulrik: www.crmchartguy.com Sub...2018-03-2434 min

Power BI & MoreData security in Power BIIn this episode (sponsored by Ingenius), Ulrik talks about strategies for securing Dynamics 365 data in Power BI. How can you mimic CRM security in Power BI, and what is the challenge for shared records? We also come up with a reason that Gus should buy Ulrik a Hololens. This episode is a production of Dynamic Podcasts LLC. Subscribe to the CRM Audio network of podcasts on Apple Podcasts and Spotify.2018-03-2026 min

CRM MVP PodcastEpisode 22: Ten CRM MVPs answer 22 tough questions, recorded at the MVP Summit 2018There is one week every year where the largest concentration of CRM MVPs is recorded, and that is the Microsoft MVP Summit. During the MVP Summit 2018, I asked 10 CRM MVPs to answer the 22 tough questions you see below and I recorded their answers for all to enjoy, discuss, and learn from. Questions: Should Microsoft get rid off Dynamics 365 On-Premise? Why or Why not? How do you think the new Dynamics 365 for Marketing App affects stablished Marketing Automation Solutions such as ClickDimensions, Salesfusion, Act-On, and others? Salesforce and Google continue to collaborate and recently announced...2018-03-111h 13

Power BI & MoreCRM Power BI Viewer with Trond AarskogThis episode is sponsored by KingswaySoft. Episode Description Earlier on the podcast, we discussed how Power BI dashboards and reports could be added to Dynamics 365 personal dashboards. However, until now there has not been any easy way to add Power BI to system dashboards and record forms. Until now. Trond is a Norway based solution/application architect, and he has solved these limitations with the CRM Power BI Viewer. This solution is solution aware and allows you to add Power BI reports and dashboards to Dynamics 365 Customer Engagement forms and system dashboards. 2018-03-0728 min

Power BI & MoreDynamics 365 ChartsThis episode is sponsored by KingswaySoft. This week is a "more" week, as we talk about Dynamics 365 charts--when you should use them, the easiest way to edit them, and what you need to know about UCI charts. Topics discussed in this episode: Benefits of using D365 charts When to use D365 charts instead of Power BI XrmToolBox Advanced Chart Editor Should you design charts as user charts or system charts? Web UI charts vs. Unified Client Interface (UCI) interactive charts Using the right chart type for the job Using FetchXML Builder with the Advanced C...2018-02-2123 min

Power BI & MoreGetting Dynamics 365 data into Power BIThis episode is sponsored by Maplytics™ by Inogic. In this episode, Ulrik talks about the many ways to get Dynamics 365 data into Power BI: Direct connection Odata connection (old and new) Json FetchXML We also talk about ways to get option set labels into Power BI. Links: FetchXML Builder: http://fxb.xrmtoolbox.com/ CRM Viking's blog: http://www.crmviking.com/2018/01/how-to-retrieve-odata-v4-fast-in-power.html 2018-02-0820 min

Power BI & MoreThe passing of the lacesIn this episode (sponsored by CRMUG), we announce the new host for the podcast, Ulrik Carlsson. Ulrik is well known as the CRM chart guy, and he is looking forward to sharing his knowledge about analytics, Power Bi, and Dynamics 365 charts with podcast listeners. Topics discussed in this episode: What's next for Scott Sewell Customer Insights and how it relates to Power BI The future of Power BI and Power Apps Interactive dashboards in Dynamics 365 v9 2018-01-2335 min

CRM MVP PodcastEpisode 17: Is Dynamics 365 the best Customer Service solution for every organization?, with Sarah Jelinek and Ulrik CarlssonOn this episode, Customer Service world-class experts and Community Leaders Sarah Jelinek and Ulrik Carlsson stop by the show to discuss whether Microsoft Dynamics 365 is the right Customer Service solution for all organizations out there. We discuss: Reasoning behind managing customer service on a separate stand-alone solution. Why Dynamics 365 makes sense as a Customer Service solution What can companies do to prepare to move their Customer Service operations to Dynamics 365 Common issues that arise during Customer Service implementations Information Technology Infrastructure Library (ITIL), the most widely accepted approach to IT service management in the world Other M...2017-12-3154 min

CRM RocksKPI and Analytics with Power BI with Ulrik CarlssonEpisode 52: Markus Erlandsson talks to Ulrik Calrsson (CRMChartGuy) from Elev8 Solutions about KPI and Analytics with Power BI, the conversation starts with what is the “power” on Power BI, and some pitfalls to avoid https://media.blubrry.com/crmrocks/b/content.blubrry.com/crmrocks/crmrocks-com-Episode-52-KPI-and-Analytics-with-Power-BI-with-Ulrik-Carlsson.mp3 Bio: Ulrik is from Denmark and has been living in San Francisco for just over 6 years and has been working with Dynamics for 12 years and counting. Since version 1.2 and with CRM systems in general for 17+ years. He is now a Sr. Solution Architect with Elev8 Solutions with a pa...2017-04-2100 min

Wilsons veckaHur fredagsmyser de i Brasilien och hur ser framtidens mys ut?Hur skiljer sig och vad förenar fredagsmyset i Örebro, São Paulo och Bangalore? Många är det som samlas vid Tv:n på fredagskvällarna, men vad blir framtidens lägereldar? Lyssna på alla avsnitt i Sveriges Radio Play. Hur ser det ut för fredagsmysare i Örebro, São Paulo och Bangalore – vad förenar så vitt skilda delar av världen. Är det samma tacos som serveras där som här, är det samma Let’s dance på dumburken? Sveriges Radios Latinamerikakorrespondent Lotten Collin och tidnings Vagabonds redaktör Per J Andersson gör utblickar...2015-06-121h 10