CRM Rocks: Recent Episodes
Markus Erlandsson
Pauline KoldeEpisode 163: Markus Erlandsson and Malin Martnes chatted with Pauline Kolde from CRMK Deutschland about Customer Insights in 2026 and how the platform has evolved over the past two years. Pauline starts by discussing the transition to real-time marketing, the growing importance of triggers and personalization, and the latest AI-powered capabilities, including journey orchestration agents and outreach optimization agents. The conversation then digs into practical marketing scenarios, event management journeys, content generation, and how organizations can move beyond simple campaign emails to truly dynamic customer experiences. Pauline and Malin also explore the current state of Customer Insights Data, its integration with Journeys, customer profiles, measures, analytics, and the opportunities that many organizations are still missing. Finally, they discuss compliance and consent management, upcoming features such as branded links, the retirement of the Customer Insights certification, and what consultants and customers should focus on as Customer Insights continues to evolve in an AI-driven world.
Bio
Most Dynamics 365 projects don’t fail because the tech is wrong, they fail because the setup doesn’t match how people actually work.
I help teams get real value out of Dynamics 365 Customer Insights + Sales (and the Power Platform) so the system isn’t just “live”, but used, trusted, and maintained.
My lens for AI-ready CX: strategy • process • data • adoption.
If the basics aren’t right, AI won’t fix it. It just speeds up the wrong things.
I love this work because it’s part puzzle, part people: translating real marketing + sales workflows into journeys, segments, triggers, and data that make sense (and don’t collapse after go-live). I genuinely enjoy building solutions people want to use.
Outside work: travel, food with friends, and knitting
Links
https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/whats-new-marketing
https://www.linkedin.com/in/paulinekolde/
https://paulinekolde.info
The post Customer Insights in 2026 with Pauline Kolde first appeared on CRM Rocks.
Steve MordueEpisode 162: Markus Erlandsson and Malin Magnus chatted with Steve Mordue from Rapid Start about AI, agents, and the future of business applications. Steve starts by sharing his views on the shift from traditional apps to agent-driven experiences and how Microsoft is navigating the AI space. He then digs into the challenges of adopting AI in enterprises, including governance, permissions, and organizational readiness. Steve also explores the evolution of CRM systems, why bloated applications struggle with adoption, and how AI could replace many traditional features. The conversation then moves to RapidClaw, how it leverages multi-agent collaboration, and practical use cases like automated outreach, anomaly detection, and data enrichment. Finally, Steve shares insights on AI tooling, development with modern models, and how businesses can think about data quality and automation in an AI-first world.
Bio
I post about things I find interesting and know something about. I am aware of the axiom “You can’t please all of the people, all of the time”. Fortunately, I am not trying to please anyone at any time. I was a Microsoft MVP for 9 years, until I pushed a little too hard on what was broken. That didn’t change my view: Microsoft’s Power Platform is still the most important foundation for AI-powered business applications today, especially in an AI-first world. Today, my focus is simple: building and scaling RapidStart Apps together with RapidClaw AI. RapidStart Apps are simple, low-cost business applications built natively on Dataverse, designed for companies that want the power of Microsoft’s cloud without the weight and complexity of traditional Dynamics 365 deployments. CRM, Project, and Field Service. Reimagined for speed, adoption, and real work. More recently, that work has expanded into applying AI practically; not demos, not experiments, but real implementations that sit on top of structured data and actually change how work gets done. Check out RapidClaw If you’re building on Power Platform, or thinking about how AI actually fits into your business, there’s a good chance we’ll have something to talk about. And if you run a podcast, I’m always open to a conversation.
Links
https://www.linkedin.com/in/stevemordue
https://www.rapidstart.com/en/products/rapidclaw
The post RapidClaw with Steve Mordue first appeared on CRM Rocks.
Inge Magne BruvikEpisode 161, Markus Erlandsson and Malin Mattnes talk with Inge Magne Bruvik, Microsoft MVP and founder of Brixia, about Dynamics 365 Business Central.
The conversation covers what Business Central is, how it compares to Finance & Operations, and why it’s often a better fit for many organisations than larger enterprise ERP systems. Inge explains key concepts like companies as legal entities, common integration challenges with Dataverse and Dynamics 365 Sales, and when to use out‑of‑the‑box connectors versus APIs.
Inge also explores personalisation vs development, Power Automate and approval flows, embedded Power BI reporting, cloud migration from on‑prem NAV, and how Business Central fits into Microsoft’s broader “Better Together” story -now and in the future with AI and agents.
Bio
Inge Magne Bruvik have spent nearly four decades working with what we now know as Microsoft Dynamics 365 Business Central—he started back in May 1987. He’s worked both partner- and customer-side, and today runs his own company, Brixia, where he consults and builds solutions in the Business Central ecosystem. Inge is a Business Central MVP, a regular speaker at Dynamics events, and he’s especially passionate about helping people adopt new technology. And when he’s not doing any of that, you’ll likely find him fishing off Norway’s west coast.
Links
https://aka.ms/bcall
The post Business Central for CRM Folks with Inge Magne Bruvik first appeared on CRM Rocks.
Heidi NeuhauserKylie KiserEpisode 160: Markus Erlandsson is joined by Heidi Neuhauser and Kylie Kiser to talk about how to manage your Dataverse storage. They start by explaining what Dataverse storage actually consists of and where to see your capacity in the Power Platform Admin Center. Then they discuss what happens when you go over capacity and what you can and can’t do. The conversation continues with practical tips for cleaning up storage, including bulk delete jobs, common tables that grow quickly, auditing, attachments, and Copilot transcripts. They wrap up with recent storage-related changes, how to think about the default environment, and where to learn more about managing Dataverse storage effectively.
Bio
Heidi Neuhauser is the Vice President at Reenhanced. She is a Microsoft MVP in Customer Engagement and Power Automate. She is passionate about focusing on the users, not just the technology. She is lucky to co-present the popular “60 tips in 60 minutes” the past several years with the amazing Kylie Kiser at community conference.
Kylie is an independent consultant, Microsoft Business Applications MVP, and Fast Track Recognized Solution Architect specializing in Dynamics 365 and the Power Platform. She’s known for her deep community involvement through blogging, presenting, and empowering organizations with practical, scalable solutions.
Links
Power Platform Admin Center (PPAC)
Microsoft Learn (Power Platform & Dataverse documentation)
XRM Toolbox
Power Platform Community Tools / Toolbox
MSCRM Addons – Attachment Extractor
The post Manage Dataverse storage with Heidi Neuhauser and Kylie Kiser first appeared on CRM Rocks.
Laura Graham-BrownEpisode 159: Markus Erlandsson and Malin Martnes chatted with freelancing Laura Graham-Brown about Power BI for CRM folks. Laura starts explaining how Power BI fits in everywhere, and nowhere. In Power Platform, Laura explains how we in CRM can help analytics by designing solutions to fit both worlds.
Bio
Data Platform and Business Applications Microsoft MVP
Business solutions should solve business problems, and the business should own the problem and the solution. I’ve spent my whole career empowering businesses to do that.
Links
https://hatfullofdata.blog/
https://hatfullofdata.blog/my-speaking-sessions/
https://www.youtube.com/@HatFullOfData123
https://www.linkedin.com/in/lauragb
https://www.sqlbi.com
https://learn.microsoft.com/en-us/dax/ Data Analysis Expressions (DAX) Reference
https://www.youtube.com/guyinacube
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Ulrikke AkerbækEpisode 158: Markus Erlandsson and Malin Martnes chatted with Ulrikke Akerbæk from Itera about the Hackathon ACDC and how we can run our own hackathon. Ulrikke starts by explaining how she likes starting new projects and getting to learn new team members, then she continues that a hackathon like ACDC is the best way to start a project and get to know people. ACDC is a long-running hackathon that brings people together and helps them learn from each other.
Bio
Ulrikke Akerbæk, a healthy customer relation is everything to her. She works with people, not with computers. As a worker she is organized, effective, and structured, and she tends to take on team leader positions.
Links
https://www.arcticclouddeveloperchallenge.net/
https://acdc.blog/
https://www.linkedin.com/in/ulrikke
The post Running a Hackathon with Ulrikke Akerbæk first appeared on CRM Rocks.
Johan PerssonEpisode 157: Markus Erlandsson and Malin Martnes chatted with Johan Persson from the Engage group, about what we who work with Power Platform need to know about Finance and Operations. We start by talking about what it’s called and how many ERP products there are in the Dynamics family today. Johan continues to discuss various types of integrations with Dataverse. Then we go into the differences of Normalisation and Addresses.
Bio
As a Senior Specialist at Engage Group, I have over 25 years of experience in technology consulting, specialising in Microsoft Business Applications, Azure, Network, Security, and Deployment. I am passionate about helping customers make the most of technology and achieve their business goals.
I am also a Microsoft MVP for Business Applications, a recognition that reflects my commitment to sharing my knowledge and insights with the community. I regularly write articles, deliver presentations, and host podcasts on topics related to Dynamics, Azure, and Security. I enjoy learning new skills and staying updated on the latest trends and innovations in my field.
Links
https://blog.johanpersson.nu/
https://dynamicsupdate.podbean.com/
https://crmrocks.com/2024/04/14/dual-write-with-yannick-reekmans/
https://learn.microsoft.com/en-us/dynamics365/guidance/implementation-portal/overview
https://crmrocks.com/2025/09/14/application-lifecycle-management-in-azure-devops-made-easy/
The post Finance and Operations for Power Platform first appeared on CRM Rocks.
Nathan SweeneyEpisode 156: Markus Erlandsson and Malin Martnes chatted with Nathan Sweeney from KPMG, about vibe coding. Nathan starts by describing what vibe coding is and some of the tools you can use to generate code. He then explains the vibe coding framework and how important it can be to help you be a better vibe coder.
Bio
Nathan Sweeney is the Microsoft AI lead for KPMG in the UK. He advises some of the largest organisations in the world how to adopt AI at scale inside their businesses. Nathan has been in IT for the last 20 years focusing on the Microsoft ecosystem. Probably better known for being the other half of the conference South Coast Summit organizer which is based in the UK.
Links
https://github.com/github/spec-kit
https://github.com/features/spark
https://github.com/features/copilot/plans
https://support.microsoft.com/en-us/topic/get-started-with-microsoft-365-copilot-notebooks-0775e693-11c6-4d80-8aba-fcc81a737a06
https://www.microsoft.com/en-us/power-platform/blog/power-apps/introducing-the-new-power-apps-generative-power-meets-enterprise-grade-trust/
https://learn.microsoft.com/en-us/power-apps/vibe/overview
https://www.microsoft.com/en-us/power-platform/blog/2025/11/18/inside-the-new-power-apps-the-future-of-app-development/
https://github.blog/ai-and-ml/generative-ai/spec-driven-development-with-ai-get-started-with-a-new-open-source-toolkit/
https://learn.microsoft.com/en-us/power-apps/maker/plan-designer/plan-designer
Introduction to Vibe Coding – Training | Microsoft Learn
https://cloudtechtallinn.com/
https://www.linkedin.com/in/nathandsweeney
The post Vibe Coding with Nathan Sweeney first appeared on CRM Rocks.
Joe GriffinEpisode 155: Markus Erlandsson and Malin Martnes chatted with Joe Griffin from proMX UK, about Project Operations and what you can do with the application. Joe starts by giving us an introduction and then digs into the integrations with other Dynamics applications, such as Sales and Finance. Joe also describes the history from Project Service Automation to today’s “ProjOps”. Joe then continues to the common challenges and what a successful scenario looks like.
Bio
I’m a Microsoft-focused technologist and Artificial Intelligence (AI) solutions architect with deep expertise in the Microsoft Power Platform, Copilot Studio, and Azure AI. As the CEO and practice lead for proMX UK Limited, I help global partners and enterprise customers harness generative AI to solve complex challenges.
I train Microsoft’s customers worldwide on extending and integrating Copilot for Microsoft 365 and Azure AI Foundry. I specialise in blending low-code/no-code with advanced AI capabilities, making cutting-edge tech accessible, scalable, and business-aligned.
With a strong background in enterprise architecture, I’m passionate about sharing knowledge, building intelligent solutions, and driving digital transformation. As a five-time holder of the Microsoft Most Valuable Professional (MVP) award and with over 50+ technical certifications, I’ve amassed excellent end-to-end knowledge on the modern Microsoft cloud platform and the growing importance of agent extensibility.
Let’s work together to build what’s next with AI!
Links
https://techcommunity.microsoft.com/blog/plannerblog/microsoft-project-online-is-retiring-what-you-need-to-know/4450558
https://www.microsoft.com/en-us/microsoft-365/project/enterprise-project-server
https://www.microsoft.com/en/customers/story/1597771083042569034-deutsche-bahn-transportation-dynamics-365?msockid=1870e208913b67a50956f7f79003666a
https://learn.microsoft.com/en-us/training/paths/get-started-features-project-operations
https://www.linkedin.com/in/rupa-mantravadi-4975a4b
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Julie YackEpisode 154: Markus Erlandsson and Malin Martnes chatted with Julie Yack Colorado Technology, about My First Day in Power Platform and how you don’t have to be a developer to fit into Power Platform. Julie begins by sharing her journey and how she overcame intimidation in the tech industry.
Bio
As the Chief Operations Officer at Colorado Technology Consultants, Inc., I oversee the delivery of innovative and customized solutions for our clients using Microsoft Power Platform and Dynamics 365. With over 20 years of experience in the CRM and web development field, I have developed a deep expertise in designing, implementing, and managing complex projects that meet the business needs and goals of our customers.
I am also passionate about sharing my knowledge and skills with others, as a founding principal and instructor at 365.Training, and as a member of the board of directors at Monumental Impact, a nonprofit organization that supports STEM education and career development for young people. I have authored several books and courses on the Power Platform and Dynamics 365, and I have been recognized as a Business Applications MVP and a CRMUG All Star for my contributions to the community. My mission is to empower and inspire others to leverage the power of technology to solve problems and create value
Links
https://powerplatformconf.com/#!/workshop/My%20First%20Day%20of%20Power%20Platform%20(Powered%20by%20Copilot)/7569
https://365.training
https://linktr.ee/julieyack
https://www.linkedin.com/in/julieyack
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Parvez GhumraSean AstrakhanEpisode 153: Markus Erlandsson and Malin Martnes chatted with Parvez Ghumra and Sean Astrakhan about Application Lifecycle Management (ALM) and how Azure DevOps can simplify it for Power Platform projects. Parvez and Sean break down environment strategies, version control, and deployment pipelines, sharing practical insights for both low-code makers and pro developers. They discuss the pros and cons of managed vs unmanaged solutions, the importance of source control, and how to handle configuration data across environments. The episode also touches on ALM challenges in Customer Insights and Copilot Studio, and previews their upcoming hands-on workshop at Nordic Summit.
Bio:
Parvez is an experienced Microsoft Power Platform, Dynamics 365 CE and Azure Developer/Technical Consultant/Architect. Having originally worked in bespoke software development using the Microsoft technology stack, he first started working with Dynamics CRM in 2010 with version 4.0. He has enjoyed working with every version of the product since then, right through to the present-day Power Platform.
Parvez excels at infusing software engineering, architectural and design best practices in the current age of delivery using low-code/no-code tools. He has a particular interest in ALM and DevOps for Power Platform and Dynamics 365 CE, having implemented enterprise-grade processes in this area using Azure DevOps and GitHub Actions for large teams and programmes of work globally.
Sean Astrakhan is the founder of “Architects Accelerator”, an 8-week training program to turn makers into Power Platform Solutions Architects. He has contracted for the Washington Post, Microsoft and internationally for startups in Denmark and Ukraine. He shares how to architect enterprise Power Platform solutions on his YouTube channel, at user groups and other workshops/bootcamps.
Links:
https://learn.microsoft.com/en-us/power-platform/alm/
https://github.com/microsoft/powerplatform-build-tools
https://github.com/microsoft/powerplatform-actions
https://www.linkedin.com/in/parvezghumra
https://www.linkedin.com/in/sean-astrakhan/
https://www.untethered365.com/
https://www.linkedin.com/company/xrmsolutionsuk/
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Daniel LaskewitzEpisode 152: Markus Erlandsson and Malin Martnes chatted with Daniel Laskewitz from Microsoft about Model Context Protocol (MCP) and its integration with Dataverse. Daniel explains how MCP, a standard developed by Anthropic, enables AI agents to interact with backend systems like Dataverse more intelligently and efficiently. He shares insights on MCP server components—resources, prompts, tools, and sampling—and how they simplify bot creation in Copilot Studio. The conversation explores practical use cases, security considerations, and future possibilities for MCP across platforms like GitHub Copilot, ChatGPT, and Logic Apps. Daniel also reflects on his journey from SharePoint developer to Power Platform advocate and previews his upcoming sessions at Nordic Summit and other conferences.
Bio
Daniel Laskewitz is a Senior Cloud Advocate at Microsoft, specializing in the Power Platform. He helps (advanced) makers, IT professionals, developers, and architects accelerate solution delivery through both low-code and pro-code tools.
Career progression: Former Microsoft MVP (6 years) and Fast-Track Recognized Solution Architect before joining Microsoft.
Community voice: Regular speaker at leading tech conferences and co-author of Power Platform Weekly.
Platform breadth: Deep knowledge across Copilot Studio, Power Apps, Power Automate, ALM, and governance.
Content creator: Publishes practical guidance on Copilot Studio, solution design, and ALM.
Daniel combines platform expertise with real-world application to support scalable, secure, and maintainable solutions.
Links
Microsoft Copilot Studio and MCP blog: https://aka.ms/mcsmcp
Microsoft Copilot Studio and MCP documentation: https://aka.ms/mcsmcpdocs
Microsoft Copilot Studio MCP lab: https://aka.ms/mcsmcplab
Microsoft Copilot Studio MCP servers: https://aka.ms/copilot-studio-mcp
Dataverse MCP documentation: https://aka.ms/dataverse/mcp
Dataverse MCP lab: https://aka.ms/dataverse/mcp/lab
The post MCP and Dataverse with Daniel Laskewitz first appeared on CRM Rocks.
David AbuEpisode 151: Markus Erlandsson and Malin Martnes chatted with David Abu from Microsoft about Community. David starts by explaining that he built his career through Community engagement, teaching Excel via WhatsApp and organising local bootcamps. David’s current focus is on Copolit Studio and building a global agent creator community. David highlights the importance of representation in tech.
Bio
Passionate about the convergence of technology and community, I’ve evolved from a Data Analyst proficient in Power BI to a Senior Product Marketing Manager at Microsoft. My career has been a continuous adventure of pushing boundaries and driving impact.
Starting in 2019, my expertise in data analytics paved the way for a seamless transition to the Power Platform, where I honed my skills building business applications and analytics using Power Platform and Microsoft Data Technologies, which set me up for my role at Microsoft as a Cloud Advocate. Here, I empowered users with AI-powered tools and worked closely with the Microsoft Fabric team, building the next data cloud technology.
Demonstrating my commitment to fostering a thriving community, I co-founded the Data Community Africa in 2022. This initiative brought together professionals within the data space across Africa. The event in Lagos, Nigeria, has attracted over 20k(Hybrid) attendees over the last 3 years.
My exceptional contributions in the field of data platform earned me the distinction of being the youngest MVP (Most Valuable Professional) for the data platform in Africa in 2021.
Now, in my role focusing on community building and product marketing, I leverage AI-driven insights and experience to cultivate and grow the Agent Community. By uniting diverse perspectives, my aim is to foster an environment where innovation thrives and solutions are built collaboratively.
Looking ahead, I am dedicated to integrating AI technologies to enrich user experiences and drive the Agent’s evolution globally, making AI accessible and impactful for all.
Links
https://www.linkedin.com/in/davidabu
https://www.thepoweraddicts.com
https://adoption.microsoft.com/en-us/scenario-library
https://agentcreator.microsoft.com
https://powerup.microsoft.com
https://powerplatformconf.com
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Tricia SinclairEpisode 150: Markus Erlandsson and Malin Martnes chatted with Tricia Sinclair from Avanade about Service. Tricia starts by explaining that service is more than just support, and we discuss how Microsoft has transitioned from Omnichannel to Contact Centre. AI that helps, how voice is back and more.
Bio
I am a results-oriented human who loves to focus on how future technology trends can be incorporated into your business today.
While technology can help you, my passion also revolves around how that technology affects people. I like to involve people and help them adapt to the future ways of working.
Want to strike up a conversation with me outside of technology? There are two other subjects I am passionate about. The first one is mentoring underserved communities. And the second is makeup. I love makeup and seeing the personal transformation using the power of a killer eyeliner.
Links
https://triciasinclair.com
https://www.dynamicsminds.com
https://www.sharepointeurope.com/european-power-platform-conference
The post Service with Tricia Sinclair first appeared on CRM Rocks.
Cathrine BruvoldEpisode 149: Markus Erlandsson and Malin Martnes chatted with Cathrine Bruvold from Point Taken about Custom Pages. Cathrine talks about what type of Custom Pages there are and how they can be used to enhance your mode-driven apps.
Bio
Power Platform Solution Architect and Head of Power Platform in Point Taken. I specialize in building high-quality business solutions and helping businesses develop well-performing applications by leveraging low-code. Passionate about creating apps that are both technically advanced and beautifully designed, focusing on balancing aesthetics and functionality. Based in Oslo, Norway, and 30 years old, I’m a huge nerd, gamer, salsa-amateur and chess enthusiast – both as a player and commentator. A fun fact about me is that I am directionally challenged and will definitely mix up left and right under pressure, but I’ll still be able to solve a Rubik’s cube in 2 minutes or sit down playing chess for 6 hours.
links
https://www.linkedin.com/in/cathrine-bruvold-b91b92113
https://github.com/cathrinebruvold
https://saralagerquist.com
https://benediktbergmann.eu
https://github.com/scottdurow
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Areti IlesEpisode 148: Markus Erlandsson and Malin Martnes chatted with Areti Iles from Telefonica Tech about AI Adoption. Areti talks about what type of AI she focuses on and what types of failures she sees the most. Her recommendations to get going and what she thinks the future trends for AI are.
Bio
With over 15 years in the technology sector, Areti is Head of Professional Services at Telefonica Tech’s Microsoft Business Applications division. Over her career as a Dynamics 365 & Power Platform solution architect and consultant, Areti has delivered a wide range of complex projects for FTSE 250/500 companies across a number of sectors, while also leading the Reading Dynamics 365 and Power Platform User group, speaking internationally on AI adoption and dedicating herself to encouraging and advancing others’ careers in the technology industry.
Links
https://learn.microsoft.com/en-us/azure/cloud-adoption-framework/scenarios/ai/strategy
https://www.microsoft.com/en-us/security/business/microsoft-purview
https://aretiiles.com/
https://aretiiles.com/2025/04/14/the-future-of-ai-adoption-trends-and-predictions-for-2025-2030/
https://www.linkedin.com/in/aretiiles/
https://www.microsoft.com/en-us/ai/responsible-ai
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Thomas SandsørEpisode 147: Markus Erlandsson and Malin Martnes chatted with Thomas Sandsør from Point Taken about the concept of Simple CRM. Thomas talks about his strive for simplicity and how he handles the challenges that come with that.
Bio
With over a decade of experience in the CRM industry (2007), I am a seasoned veteran in the field, specializing in Dynamics 365. As a leader at Point Taken AS, my focus is on building a highly skilled and dedicated team of consultants who share my passion for simplifying technology.
In my role as an Architect, I am constantly asking the question “Why are you doing this?” I believe that by challenging our customers and improving their processes, we can achieve the best possible results. That’s why I always strive to simplify technology wherever possible.
I am the author of the popular Dynamics blog CRM Keeper (https://crmkeeper.com), where I share my insights and knowledge on the latest trends in the industry. You can also find me on Twitter at @crmkeeper.
If you’re looking for a highly experienced Dynamics 365 consultant who is passionate about simplifying technology and improving processes, I would be happy to connect with you.
Links
https://crmkeeper.com/
https://crmkeeper.com/2020/09/15/dynamics-365-customer-service-in-1-hour-or-less-%e2%8f%b0/
https://crmkeeper.com/2020/04/27/dynamics-365-email-to-case/
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Pablo VeramendiEpisode 146: Markus Erlandsson and Malin Martnes chatted about the student ambassador program with Pablo Veramendi from Microsoft. Pablo started by explaining the program and how easy it is to get started. He then continued by explaining how the program works, the milestones within it, and the type of personas it’s built for.
Bio
Passionate about building meaningful communities and thrives on creatively leveraging technology to develop innovative solutions and help others believe and achieve what is possible
Links
https://mvp.microsoft.com/
https://learn.microsoft.com/en-us/training/student-hub
https://azure.microsoft.com/en-us/free/students
https://imaginecup.microsoft.com
https://learn.microsoft.com
https://learn.microsoft.com/en-us/training/career-paths
https://twitter.com/iampablo
https://www.linkedin.com/in/pveramendi
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Tina Stenderup-LarsenEpisode 145: Markus Erlandsson and Malin Martnes chatted about the MVP Program with Tina Stenderup-Larsen from Microsoft. Tina started by explaining why Microsoft has an MVP program and its purpose. She then continues to explain what the program is and what it takes to become an MVP.
Bio
As the Community Program Manager for the Nordics and Benelux region, Tina leads community influencer programs, including Microsoft’s Most Valuable Professional (MVP), Regional Director (RD), and Learn Student Ambassador (MLSA) initiatives. She is responsible for nurturing, recruiting, and connecting community leaders in her region.
Tina is passionate about helping others advance their careers by enhancing their technical and leadership skills. In her role, she supports technical community leaders, fostering a sense of belonging, encouraging the sharing of expertise on the Microsoft ecosystem, and highlighting their commitment to solving real-world challenges.
Tina believes that people are the cornerstone of any community. Through strong community connections, she aims to empower everyone to achieve greater success.
Links
https://mvp.microsoft.com/
https://www.linkedin.com/in/tinastenderup/
The post Microsoft MVP Program with Tina Stenderup-Larsen first appeared on CRM Rocks.
Vivian VossEpisode 144: Markus Erlandsson and Malin Martnes chatted with Vivian Voss who attended Ignite 2024 in Chicago. Vivian starts by explaining the scale of the 20,000-person event. Then she continues by explaining some of the news on the Power Platform side, like the new Power Platform admin page and news to the Power Apps Plan Designer and of course Copilot Studio.
Bio
Educated as an International Sales and Marketing Manager, I’ve found my passion in IT, specializing in Microsoft Dynamics CRM. With a strong sales and marketing background, I understand user needs and craft efficient, agile solutions. I excel in creating and customizing solutions within the Power Platform and D365 CE (and earlier versions), always aiming for a 360-degree customer view. Driven to optimize processes, I continue learning daily to bridge business needs and CRM capabilities.
Links
https://ignite.microsoft.com/en-US/home
https://news.microsoft.com/ignite-2024-book-of-news
https://carinaclaesson.com/2024/11/26/microsoft-ignite-2024-highlights/
https://www.ppweekly.com/p/power-platform-weekly-issue-195
https://cloudtechtallinn.com/
The post Ignite 2024 Review with Vivian Voss first appeared on CRM Rocks.
Duke DeVanEpisode 143: Markus Erlandsson and Malin Martnes chatted with Duke DeVan from RSM about the Opportunities the power platform and the community offer. Duke started by explaining how he was cooking competitively, joined Power Platform Community forums, and began speaking at conferences.
Bio
As a Power Platform Supervisor and Architect at RSM, I specialize in leveraging the Microsoft Power Platform to enable clients to automate workflows, develop custom applications, and integrate various data sources. My expertise is backed by multiple Microsoft certifications, including Power Platform Fundamentals, Functional Consultant Associate, and App Maker Associate. These certifications underscore my proficiency and deep understanding of Microsoft products.
In addition to my role at RSM, I bring over five years of experience in self-employment as a Power Platform Consultant. This period has been marked by successful delivery of tailored solutions for a diverse range of projects and clients. My core competencies lie in Power Automate, Power Platform, and Microsoft Products, complemented by robust skills in communication, collaboration, and problem-solving.
Recently, I have expanded my skill set to include Azure Logic Apps, enhancing my ability to create more complex and integrated solutions within the Microsoft ecosystem. This new expertise allows me to offer more comprehensive services, bridging various applications and services seamlessly for improved business processes.
My mission remains steadfast: to enable and empower organizations to optimize their processes, enhance their productivity, and achieve their goals using the Microsoft Power Platform. I am deeply passionate about continuous learning, sharing best practices, and devising innovative solutions that deliver tangible value and impact. My expanded expertise in Azure Logic Apps, combined with my experience and certifications, positions me uniquely to offer cutting-edge solutions in the ever-evolving landscape of business technology.
Links
https://www.ppweekly.com
https://dukedevan.com
Community forums: https://community.dynamics.com/
LinkedIn groups:
Microsoft Power Platform: https://www.linkedin.com/groups/13659451/
Power Apps & Power Automate: https://www.linkedin.com/groups/10482811/
Twitter/X and follow the hashtags
https://twitter.com/hashtag/PowerAuomate?src=hashtag_click
https://twitter.com/hashtag/powerplatform?src=hashtag_click
https://www.matthewdevaney.com
https://hartofthemidlands.co.uk
Women in dynamics now: https://www.diversityindynamics.org/
Book: Becoming a dynamics marketing functional consultant: https://www.amazon.com/Becoming-Microsoft-Marketing-Functional-Consultant/dp/1803234601
The post Opportunities the power platform and the community give with Duke DeVan first appeared on CRM Rocks.
Mats NeckerEpisode 142: Markus Erlandsson and Malin Martnes chatted with Mats Necker from knk Customer Engagement about Power Automate. Mats started by explaining how he convinced speakers to dye their hair at Color Cloud Hamburg. When discussing Power Automate, Mats is passionate about its power and all the abilities that it has, however, some drawbacks make it less suitable as an integration tool. He ends the episode with a discussion of both how we can help with improving a common community tenant and donating to see Mats do Drag at the Scottish Summit!
Bio
I like lots of stuff Power Platform Dynamics 365 Azure
Microsoft MVP blogs at https://nckr.de
I worked for over 10 years with Microsoft Biz Apps as a solution architect/developer, starting with Business Central nowadays love the Power Platform & Azure
Building repeatable software at knk Group
Links
https://www.justgiving.com/campaign/scottishsummitdrag
The post It’s Power Automate not Power Integrate with Mats Necker first appeared on CRM Rocks.
Edit KapcariEpisode 141: Markus Erlandsson and Malin Martnes chatted with Edit Kapcari from ORBIS SE about Power Platform Adoption Gone Wrong. Edit started by explaining why the Why is so important and why that is the top 1 failing in adoption.
Bio
I have been part of the Microsoft ecosystem since mid-2017. My journey started as a Dynamics 365 Developer, focusing mainly on Sales with some involvement in Service. In 2018, I was introduced to Power Platform at a Microsoft Germany Partner Hackathon and helped develop a solution that predicts optimal ferry routes for logistics companies.
Today I am a Power Platform Advisor and lead an incredible team of experts at ORBIS SE, who are turning challenges into opportunities, by building innovative solutions and empowering organizations to reach new heights.
In implementation projects, I play a dynamic role, from pre-sales and sales activities to kick-off phases, transitioning to a supportive and facilitative role as the project progresses. However, when guiding organizations in adopting Power Platform and defining security guidelines, I take a holistic approach, assisting the customer throughout the entire journey, including assessing their infrastructure and needs, providing coaching and guidance on governance within Power Platform, and jointly implementing an adoption strategy encompassing Center of Excellence roles, responsibilities, delivery models, processes, culture and tools.
Links
Microsoft Power Platform guidance documentation – Power Platform | Microsoft Learn
Power Platform Well-Architected – Power Platform | Microsoft Learn
https://www.linkedin.com/in/editkapcari
https://www.linkedin.com/in/michaelroth42
https://www.linkedin.com/in/claire-edgson
The post Power Platform Adoption Gone Wrong with Edit Kapcari first appeared on CRM Rocks.
Pauline KoldeEpisode 140: Markus Erlandsson and Malin Martnes chatted with Pauline Kolde from Cluster Reply about the art of customer insights. Pauline starts by explaining how she got into Customer Insights and got to where she is today. She then continues to talk about the current trends in customer data management and how data quality is at the heart of marketing.
Bio
Hey there! I am a Dynamics 365 and Customer Experience consultant for more than 6 years now. Since Dynamics 365 Marketing came on the market, I’ve been whirling through the exciting world of segments, events and journeys. But there is also so much to discover and new things to do that it never gets boring.
In my quest for the simplest solutions, the Microsoft community has never disappointed me and has given me so much that I want to give back as well. This blog is my way to contribute and share my experiences and ideas with you.
But in my spare time it doesn’t get boring either. When I’m not working on client projects or writing this blog, you can find me scurrying around the world, eating good food, or knitting, knitting, knitting.
I’m super excited for you guys to be a part of my journey! And I hope you gain as much inspiration and knowledge from my posts as I have. Don’t forget to check back regularly, because there’s always something new to discover and learn!
Links
https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/real-time-marketing-double-opt-in
New certification: https://learn.microsoft.com/en-us/credentials/certifications/d365-customer-experience-analyst-associate/
https://nordicsummit.info/agenda
https://www.scottishsummit.com
https://community.dynamics.com/usergroups/details/?groupid=94c47b2f-3bd8-4b01-9540-c75c58aa8766
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Scott SewellEpisode 139: Markus Erlandsson and Malin Martnes chatted with Scott Sewells from Microsoft about Microsoft Fabric, Power BI and Power Platform, Dataverse. Scott starts by explaining what Microsoft Fabric is and how Power BI fits in.
Bio
I am passionate about helping users gain insights and value from their Dataverse data with the incredible Microsoft Fabric suite of data tools. In my role as a Principal Program Manager at Microsoft, I leverage my expertise in Fabric, Power BI, and Dynamics 365 to deliver solutions that enable data-driven decision-making and digital transformation for customers across various industries and domains.
Previously, as a Dynamics 365 Global Black Belt and a Senior Solutions Architect, I worked with the Microsoft Power Platform to evangelize and implement BI and AI solutions that unlocked the potential of CRM and ERP data. I led a team of architects, data scientists, and analytics consultants who tackled complex business problems with the Microsoft BI stack. I also contributed to two books on CRM best practices and strategies, sharing my knowledge and experience with the CRM community.
Links
https://learn.microsoft.com/en-us/training/paths/get-started-fabric/
https://www.youtube.com/@MSFT_ScottSewell https://www.linkedin.com/in/mscottsewell/
The post Microsoft Fabric with Scott Sewell first appeared on CRM Rocks.
Matt Collins-JonesEpisode 138: Markus Erlandsson and Malin Martnes chatted with Matt Collins-Jones from Capgemini about his FastTrack Recognized Solution Architects in Power Automate. Matt posted a video a day on YouTube for more than a year. Matt starts by explaining his journey to the recognition and then what he has learned.
Bio
A hardworking, Power Platform enthusiast, who loves to be challenged. An avid student and teacher, I volunteer to organise and present at numerous community events worldwide—a keen blogger and content creator with over 400 videos on YouTube.
Links
https://github.com/MattCollins-Jones/PowerAutomateArtemisFramework/wiki
https://github.com/MattCollins-Jones/PowerAutomateArtemisFramework/wiki/Cloud-Flow-Coding-Standards
https://twitter.com/D365Geek
https://www.mattcollinsjones.co.uk
https://www.linkedin.com/in/mattcollins-jones
https://youtube.com/mattcollinsjones
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Carl CooksonEpisode 137: Markus Erlandsson and Malin Martnes chatted with Carl Cookson about the plugins he made for XrmToolBox. Carl has written 7 plugins and contributed to two others. Carl starts by explaining what XrmToolBox helps with and how he has written multiple plugins.
Bio
As a driven, proven Solution Architect, I provide platforms and solutions to enterprises and large organisations. Passion and commitment to Microsoft technologies lead to the best possible digital solutions for clients driven by an engaged team.
With a history in pre-sales and delivery of large solutions, I take pride in building relationships with all stakeholders, internal and external. This has led to innovative approaches to driving digital transformation across multiple customers and industries.
My end goal is to make everyone’s life easier and ensure everyone has time to think about their customers needs rather than administrative tasks.
A Microsoft MVP for Business Applications since 2020 with a passion for evangelising and problem-solving across the Power Platform and creating tools to reduce the time spent on administration or reporting.
The post Building XrmToolBox Plugins with Carl Cookson first appeared on CRM Rocks.
Yannick ReekmansEpisode 136: Markus Erlandsson and Malin Martnes chatted with Yannick Reekmans from Qubix about Dual write. Yannick starts by explaining what Dual write is, what it is supposed to do and how it functions, then he begins to explain how the lack of documentation is making it hard to work with this great technology, harder than it needs to be.
Bio
Yannick a Microsoft 365 & Business Applications MVP was born and raised in SharePoint, starting his career in 2011 when SharePoint 2010 was still new and shiny. The changing reality of the cloud made him expand his knowledge to the whole of Microsoft 365, Azure, and Power Platform.
Yannick is a Managing Partner and Cloud Solution Architect at Qubix, a Belgium-based consultancy firm, responsible for the technical underpinnings of products and solutions. Problem-solving and development are his passions, and he is still working day-to-day with code.
Yannick always asks the important questions: How does it work? What do you want to achieve? Does it have an API? Do we really need development for this? Where’s the coffee?
Links
https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/dual-write/dual-write-home-page
https://www.yammer.com/dynamicsaxfeedbackprograms
https://colorcloud.rocks
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Mark ChristieEpisode 135: Markus Erlandsson and Malin Martnes chatted with Mark Christie from Proximo3 about unique field service customer cases. For the first time, we had to use a warning to sensitive listeners. Mark shared some of his experiences while working with some interesting and unusual field service cases.
Bio
Mark Christie has 19 Years of Microsoft Dynamics experience. Having initially worked in a Technical Support capacity he quickly moved into Consultancy and then onto an advisory role in Solution Architecture.
Mark has lead enterprise-level projects for the liked of ScotiaBank, Oxbow Coal, Ford, Lebara And GOV.UK, while also working with some great, not for profit organisations.
In the community is an evangelist in the Microsoft space as well as being a Microsoft MVP and MCT. He co-hosts a monthly Power Platform Podcast and is an organiser of the Scottish Summit conference.
You can also find Mark blogging on 365community.online or posting Power Platform videos on YouTube.
Links
https://www.linkedin.com/in/themarkchristie/
https://twitter.com/themarkchristie
https://www.scottishsummit.com/
https://www.dynamicsminds.com/
https://colorcloud.rocks/
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Episode 134: Markus Erlandsson and Malin Martnes have collected three guests from their respective fields, Ben Vollmer about Field Service, Tricia Sinclair about Customer Service, and Benedikt Bermann about ALM. The episode finished with Malin Martnes sharing her best things in Customer Insights and Sales.
The post 2024 Release Wave 1 first appeared on CRM Rocks.
Kathrine HogsethEpisode 133: Markus Erlandsson and Malin Martnes chatted with Kathrine Hogseth about being the CEO of a successful business, where most of the business applications MVP’s in Sweden work. Has she made CRM-K an MVP-factory or, do they get MVP’s because of the mindset she’s implemented in the company? What is that mindset? As the company’s CEO, how does she make sure they hire the right people?
We finish the show talking about Malin’s new favourite Christmas song, see the link section to listen to it!
Listen to the podcast to find out more about CRM-K and Kathrine.
Bio
Kathrine Hogseth is a driving, extrovert and target oriented. Looking for creating win-win and keeping a strong customer focus.
Links
https://www.crmkonsulterna.se/
https://www.linkedin.com/in/kathrine-hogseth/
https://www.linkedin.com/company/crm-konsulterna/
https://www.youtube.com/watch?v=dAJnneJw0EU
https://www.linkedin.com/in/editkapcari/
https://colorcloud.rocks/
https://www.linkedin.com/posts/crm-konsulterna_crmk-last-christmas-activity-7140588661481390080-mJ7a?utm_source=share&utm_medium=member_desktop
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Malin MartnesEpisode 132: Markus Erlandsson discusses with Malin Martnes about the new Customer Insights. Malin starts by explaining what the change from old Customer Insights and Marketing is and how it affects customers. Malin provides her insights into what she thinks about this change, how the license will change and a bit about all the new features that are coming in the next months.
Bio
Malin Martnes is passionate about helping businesses succeed in the ever-evolving world of marketing and CRM.
With over a decade of hands-on experience in Dynamics 365, marketing and CRM, she has worn multiple hats as a user, consultant, and trainer. In 2019, I had the honor of being recognized as a Microsoft Most Valuable Professional (MVP) and became a Microsoft Certified Trainer (MCT) in 2020.
Links
https://releaseplans.microsoft.com/en-us/?app=Marketing
https://releaseplans.microsoft.com/en-us/?app=Customer+Insights
https://malindonosomartnes.com/
Posts referred to in the episode from Malins blog:
New features December to March
Consent center in real-time marketing
https://macotra.no/
https://www.linkedin.com/in/malinmartnes/
https://twitter.com/MalinMartnes
https://www.amazon.com/Becoming-Microsoft-Marketing-Functional-Consultant/dp/1803234601
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Andrew Bibby and Malin MartnesEpisode 131: Markus Erlandsson has a discussion with Andrew Bibby and Malin Martnes, or does he? Malin is taking over the episode and is interviewing Markus and Andrew about the Directions for Partners EMEA 2023 conference, which has a Business Central-focused conference. Why did we go? What did we learn?
Bio
Andrew: I’m part of the team of experts at Proximo 3, a specialist Microsoft consulting company. Our team provides consultancy and advice on Dynamics 365 CRM and Power Platform projects. I’m a passionate believer in applying change management to CRM projects and a certified Prosci practitioner.
I’ve been a Microsoft Business Applications MVP, specialising in Dynamics 365 and Power Platform, since 2017.
Malin: I’m Malin Martnes, and I’m passionate about helping businesses succeed in the ever-evolving world of marketing and CRM.
With over a decade of hands-on experience in Dynamics 365, marketing and CRM, I’ve worn multiple hats as a user, consultant, and trainer. In 2019, I had the honor of being recognized as a Microsoft Most Valuable Professional (MVP) and became a Microsoft Certified Trainer (MCT) in 2020. These acknowledgments reflect my commitment to staying at the forefront of the industry and my dedication to sharing knowledge with others.
My journey started with a deep interest in marketing. Although life initially led me down a different path, I never lost my passion for the field. Over the years, I’ve seamlessly integrated my expertise in Dynamics 365 Marketing (now D365 Customer Inisghts – Journeys) with my early passion for marketing, bringing a unique perspective to my work.
My focus encompasses the CRM side of Dynamics 365, Power Platform, ClickDimensions, and Dynamics 365 Customer Insights – Journeys.
My mission is to simplify the complex, making these powerful tools accessible to all.
Whether you’re a business looking to elevate your marketing game or an individual eager to level up your skills, I’m here to guide you. Let’s collaborate, learn, and achieve outstanding results together. Feel free to connect with me!
Links
https://www.directionsforpartners.com/
https://www.directionsforpartners.com/conferences-and-events/days-of-knowledge/nordic-2024
https://nordicsummit.info/
https://www.scottishsummit.com/
https://cloudtechtallinn.com/
https://colorcloud.rocks/
https://www.dynamicsminds.com/
https://www.sharepointeurope.com/european-power-platform-conference/
https://www.communityevents.it/
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Foyin Olajide-BelloEpisode 130: Markus Erlandsson has a discussion with Foyin Olajide-Bello from Avanade about Governance and Security in the Power Platform. Foyin provides her insights with some do’s and don’ts, where she talks about environment strategies and what happens if you just use the default environment. Then Foyin continues into security where she discusses tenant isolation DLP and more.
Bio
Foyin is a passionate, self-driven Solutions Architect who has an insatiable desire to make a difference for the better. She lives with the quote “I need to leave it better than I met it” and has translated this into every area of her life. She is a Solutions Architect and Manager @ Avanade, with over 14 years of quality work experience. She has architected, deployed and administered Software Projects across various industry verticals including Banking, Manufacturing, Education, Health, Oil&Gas and Public Sector.
Her goal over the years has been to help the Knowledge Workers do more with less and I have found a deep connection with the concept of Citizen Development as an enabler in Enterprises to achieve this.
She believes strongly in knowledge sharing and is a Microsoft community leader who has been awarded the Microsoft Most Valuable Professional (MVP) award for 3 consecutive years. She is an advocate for women’s empowerment through Technology and is the Founder of TechStylers – a community to upskill ladies and women in technology through coaching and 360-degree mentoring. She is also an active member of CWiT – Connecting Women in Technology, Ireland.
Links
https://www.linkedin.com/in/foyin-olajide-bello/
https://twitter.com/Foyinb
https://www.linkedin.com/in/claire-edgson/
https://www.linkedin.com/in/emdarcy/
https://learn.microsoft.com/en-us/power-platform/admin/security
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Episode 129: Markus Erlandsson thanks everyone for the 10 Years and invites a couple of guests to join in the celebration of CRM Rocks.
The post 10 Years of CRM Rocks first appeared on CRM Rocks.
Episode 128: Markus Erlandsson engages in a discussion with Benedikt Bergmann from CRM-Konsulterna about what is new in the 2023 release wave 2. Benedikt provides his insights into what he thinks are important changes and Markus gives his points. Bio Benedikt works as a Power Platform Consultant at CRM Konsulterna in Dynamics 365 CE and … Continue reading 2023 Release wave 2 with Benedikt Bergmann
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Episode 127: Markus Erlandsson and Heidi Neuhauser engage in a discussion with Diana Birkelbach from Orbis regarding what is new in PCF. Diana provides insights into the evolution of PCFs lately and how they have changed towards the better, she then continues to go through the different variants to help us understand. Bio Diana Birkelbach … Continue reading PCF in 2023 with Diana Birkelbach
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Episode 126: Markus Erlandsson and Heidi Neuhauser engage in a discussion with Lisa Crosbie from Barhead Solutions regarding the upcoming Copilot for Power Platform and Dynamics 365. Lisa provides insights into the evolution of AI features within the platform and where they show up, she then continues to talk about where the copilot can be … Continue reading Copilot for Power Platform and D365 with Lisa Crosbie
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Jim NovakEpisode 125: Markus Erlandsson engages in a discussion with Jim Novak from Microsoft regarding the Cloud for healthcare industry solution. Jim provides insights into its evolution from an accelerator to a broader solution and sheds light on the significance of “cloud for” in its name. Furthermore, he emphasizes Microsoft’s extensive efforts towards integration with this solution.
Bio
Principal Software Engineer at Microsoft and former Microsoft Business Applications MVP – and healthcare industries.
Links
https://www.microsoft.com/en-us/industry/
https://learn.microsoft.com/en-us/industry/healthcare/overview
https://events.microsoft.com/en-us/allevents/?search=App%20in%20a%20Day&clientTimeZone=1&startTime=06:00&endTime=11:00&view=list&industry=Healthcare
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Asif RehmaniEpisode 124: Markus Erlandsson and Heidi Neuhauser has a chat with Asif Rehmani from VisualSP about user adoption and learning methodologies. Asif starts by explaining what contextual microlearning is and how it can work with Dynamics 365 users. How users easily can get to the learning opportunities with the users need it.
Bio
Asif Rehmani is the CEO at VisualSP and a 16-time Microsoft MVP. His focus is on helping organizations train and support their employees.
Links
https://www.visualsp.com/
The post User Adoption and Learning Methodologies with Asif Rehmani first appeared on CRM Rocks.
Episode 123: Markus Erlandsson and Heidi Neuhauser have a chat about news from Microsoft over the coming 6 months. Both go through their best of 2023 release wave
https://experience.dynamics.com/releaseplans/
Ability to delete users from environments
https://learn.microsoft.com/en-us/power-platform/admin/delete-users
Approve mailbox without admin
https://learn.microsoft.com/en-gb/power-platform/admin/connect-exchange-online#approve-your-own-user-mailbox
Power Pipelines
https://learn.microsoft.com/en-us/power-platform/alm/pipelines
use natural Language to create flows
https://learn.microsoft.com/en-us/power-platform/release-plan/2023wave1/power-automate/use-natural-language-create-flows
New look and feel
https://learn.microsoft.com/en-us/power-platform/release-plan/2023wave1/power-apps/enjoy-new-look-feel-model-driven-power-apps
Associate activities with other activities
https://learn.microsoft.com/en-us/power-platform/release-plan/2023wave1/data-platform/associate-activities-other-activities
Drag and drop to build responsive pages more easily
https://learn.microsoft.com/en-us/power-platform/release-plan/2023wave1/power-apps/drag-drop-build-responsive-pages-more-easily
Manage Power pages ALM using solutions
https://learn.microsoft.com/en-us/power-platform/release-plan/2023wave1/power-pages/manage-power-pages-alm-using-solutions
Prevent messages fatigue
https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/prevent-message-fatigue-limiting-messages-sent-customer-specific-period
Store cloud flow execution history in Microsoft Dataverse
https://learn.microsoft.com/en-us/power-platform/release-plan/2023wave1/power-automate/store-cloud-execution-history-dataverse
Use versioning for solution cloud flows
https://learn.microsoft.com/en-us/power-platform/release-plan/2023wave1/power-automate/use-versioning-solution-cloud-flows
Validate email on lead
https://learn.microsoft.com/en-us/dynamics365/sales/enable-email-validation
Microsoft Dataverse (legacy) connector (CDS 2.0 connector) for Power Automate flows will be deprecated and replaced with another connector
https://learn.microsoft.com/en-us/power-platform/important-changes-coming#microsoft-dataverse-legacy-connector-cds-20-connector-for-power-automate-flows-will-be-deprecated-and-replaced-with-another-connector
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Nick DolemanEpisode 122: Markus Erlandsson has a chat with Nick Doelman from Microsoft about Power Apps Portals to Power Pages, and what the key changes are. Nick starts by summarizing some recent news then explains the name change to Poages and goes through some of the news in the upcoming 2023 release wave 1.
Bio
Nick is a senior content developer at Microsoft, focused on developing Power Pages content. Prior to joining Microsoft, Nick was a trainer and consultant focused on the Power Platform. Nick has been awarded the Microsoft Most Valuable Professional (MVP) award from 2017 to 2021 and is a Microsoft Certified Trainer (MCT) since 2019.
Links
https://learn.microsoft.com/en-us/power-pages/introduction
https://powerpages.microsoft.com/en-us/pricing/
https://learn.microsoft.com/en-us/power-platform/admin/pay-as-you-go-meters?tabs=image#power-pages-meters-preview
https://twitter.com/readyxrm
https://readyxrm.blog/
https://www.youtube.com/channel/UCK6qAkh_HlO38zh7K5d5O8A
https://github.com/readyxrm
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Scott SewellEpisode 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
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Jason GumpertEpisode 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
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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 … Continue reading Partner Talk with Rick McCutcheon
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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 … Continue reading DynamicsCon debrief with Molly Fuschel
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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 … Continue reading Viva Sales with Chris Cognetta
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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 … Continue reading Best of 2022 Release Wave 2
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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 … Continue reading Power CAT with Phil Topness
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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 … Continue reading Dataverse vs SharePoint with Michael Roth and Malin Martnes
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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 … Continue reading Custom Pages with Lisa Crosbie
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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 … Continue reading Agile CRM with Neil Benson
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Episode 111: Markus Erlandsson and Heidi Neuhauser have a chat with Kylie Kiser from Hitachi. They discuss what kind of security horror stories all three of them has experienced. Kylie shares the story of sharing and how it did impact performance, Heidi shares the story about creating a new security role, and they all discuss … Continue reading Security horror stories with Kylie Kiser
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Episode 110: Markus Erlandsson and Heidi Neuhauser have a chat with Nancy Tandy from Microsoft. They discuss learning opportunities on Microsoft Learn, certification process, Learn TV and Chuck Norris jokes. Nancy starts with listing some of the learning offerings from Microsoft, then she goes more into details about Learn TV and what content is made … Continue reading Learning Dynamics with Nancy Tandy
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Episode 109: Markus Erlandsson and Heidi Neuhauser talks to Nick Doelman from Microsoft about Portals and the last year news for Power Apps Portals. From enablers such as Web API, PCF components and CLI to multiple portals, data verse search and progressive web apps. Bio Nick has recently joined Microsoft as a senior content developer … Continue reading Portals and Progressive web apps with Nick Doelman
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Episode 108: Markus Erlandsson talks to Nick Hance from Reenhanced about Robotic Desktop Automation and RPA, and how you can automate most things that don’t have an API. Nick starts by explaining what Robotic Process Automation (RPA) means and part of its history. He continues to talk about attended vs unattended and what the difference … Continue reading Robotic Desktop Automation with Nick Hance
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Episode 107: Markus Erlandsson talks to Mike Hartley about accessibility and how you can get a bigger audience by considering it. Mike starts by explaining what the term accessibility is and how it differs from usability, he then continues to explain screen readers and contrast, as well as tab orders, canvas apps portals and model-driven … Continue reading Accessibility with Mike Hartley
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Episode 106: Markus Erlandsson talks to Helena Fuchs from Microsoft Sweden, about catalyst where Helena starts with explaining what catalyst is as a sales help and how it differs from sure-step. Then she continues to talk about how it comes from the Dynamics business application group in Microsoft and why it is important to a … Continue reading Catalyst with Helena Fuchs
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Episode 105: Markus Erlandsson talks to EY Kalman from ANS Group about Omnichannel, where EY starts with explaining the term omnichannel and what it means for Dynamics, he continues to talk about what is the most popular channels and how you can bring your own channels using the channel integration framework. EY explains how Omnichannel … Continue reading Omnichannel with EY Kalman
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Episode 104: Markus Erlandsson talks to Heidi Neuhauser from Reenhanced about Power Automate Connector Bonanza, about the fact that we have now passed 500 connectors and what a milestone that is. Heidi starts by explaining that she has reviewed, tagged and rated all of them. Then she continues with explaining the Dataverse connector and how … Continue reading Connector Bonanza with Heidi Neuhauser
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Episode 103: Markus Erlandsson talks to Ulrikke Akerbæk from Skill AS about Portals and the training program called Portal Zero to Portal Hero. Ulrikke starts by explaining how she joined the Portals Justice league, and where she now spends her time training other members of the PowerApps portals community on how to become a hero … Continue reading Portal Zero to Hero with Ulrikke Akerbæk
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Episode 102: Markus Erlandsson talks to Julian Sharp from Ready 365 about Customer Insights and how you can use the application to get insights about your customers. Julian starts by explaining the difference between Audience Insights and Engagement insights, then goes into details about the different feature parts of the application, Data ingestion, Segments and … Continue reading Customer Insights with Julian Sharp
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Episode 101: Markus Erlandsson talks to Antti Pajunen from Forward Forever about Project Operations and how this new application is a new platform play from Microsoft on the power platform. Antti starts by explaining the product history and what the different areas are today. Antti continues to explain that the project for the web planning … Continue reading Project Operations with Antti Pajunen
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Episode 100: Markus Erlandsson talks to Emma D’Arcy from Hitachi Solutions about Power Virtual Agent and what the newest member of the Power Platform family can do. Emma starts by talking about what it can do and how it connects to Dataverse, what this chatbot can do. Emma continues to explain how she has used … Continue reading Power Virtual Agent with Emma D’Arcy
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Episode 99: Markus Erlandsson talks to Guro Faller about Banking Accelerator and what that accelerator contains. Guro starts by talking about why the accelerator program exists and what benefits we can get from using them. Guro continues to talk about what the banking accelerator is comprised of and what processes it supports, like Know Your … Continue reading Banking Accelerator with Guro Faller
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Episode 98: Markus Erlandsson talks about his favourite parts of 2021 Release wave 1, within the application that he spends most of his time. First its Power apps, and then its Sales, Customer Service, Marketing and then some Canvas Apps to finish it off. Links: https://twitter.com/MarkusErlandsso https://www.linkedin.com/in/markuserlandsson/ Power Apps New Relevance Search experience: https://powerapps.microsoft.com/en-us/blog/power-apps-2021-wave-1-preview-release-is-now-available/ Right … Continue reading 2021 Release Wave 1
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Episode 97: Markus Erlandsson talks to Malin Martnes from KnowIt about Human Resource and how the old Talent has transformed in Human Resource. Malin starts by explaining how she fell in love with the product and how she started blogging and became the first MVP on the product. Then she explains what got lost in … Continue reading Human Resource with Malin Martnes
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Episode 96: Markus Erlandsson talks to Jukka Nirranen from Forward Forever about the current state of Dynamics CRM in 2020 and what highlights that has happened in the last three years. Jukka starts with talking about what has happened with Microsoft Teams and how Dataverse is now part of the platform, the second stop is … Continue reading State of Dynamics CRM in 2020 with Jukka Niiranen
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Episode 95: Markus Erlandsson talks to Mark Smith about Center of Excellence kit for Power Platform. Mark is also known as nz365guy starts by talking about what you do when you have gotten your first couple of apps up and running on the power platform. The Center of Excellence Starter kit will help you to … Continue reading Center of Excellence with Mark Smith
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Episode 94: Markus Erlandsson talks to Shane Young from PowerApps911 about PowerApps with Teams and what the new Project Oakdale is. Shane starts by talking about how he got started on YouTube and how he now has made 176 videos there, then he continues to explain how his team has moved entirely to Microsoft Teams … Continue reading PowerApps and Teams with Shane Young
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Episode 93: Markus Erlandsson talks to Dian Taylor from RSM about the upcoming 2020 release wave 2. Dian starts with talking about news in Field Service, then continues to Power Plattform, Sales, then finally ends with a recommendation to move to Unified Interface now, otherwise, you are missing out. Bio Dian Taylor is a Microsoft … Continue reading Best of 2020 Release Wave 2 with Dian Taylor
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Episode 92: Markus Erlandsson talks to Scott Durow from Develop1 about PowerApps Component Framework and how it has developed into what is today in 2020. Scott explains what types of Components there are with Field and Dataset and how it fits together with React, Fluent UI, TypeScript. Scott continues to explain how he has used … Continue reading PCF in 2020 with Scott Durow
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Episode 91: Markus Erlandsson talks to Amey Holden from DXC Technology about and her solution to use Power Automate to get Social media information back into Dynamics Marketing. Amey begins with describing what exists in Marketing app today and what existed in Social Engagement before that was discontinues, then she continues to describe how you … Continue reading Dynamics Marketing, Social Media & Power Automate with Amey Holden
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Episode 89: Markus Erlandsson talks to Sheila Shahpari from Paritta Group about AI on the Power Platform and how she uses AI in her daily work to improve the customer experience. Sheila starts with explaining what AI means and then continues into the Power Platform and how it is used there, from AI Builder to … Continue reading AI on the Power Platform with Sheila Shahpari
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Episode 89: Markus Erlandsson talks to Timothy Spell from OpenWater about customer acquisition and how they seek new customers, in past as well as under quarantine. Tim explains how they have used SEO and ads on keywords to get traffic together with attending conferences they grew about 35% each year. Now they work with virtual … Continue reading Customer acquisition with Timothy Spell
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Episode 88: Markus Erlandsson talks to Daryl LaBar from Gap Integrity and Jonas Rapp from CRM-Konsulterna about Early Bound Generator Vs Latebound Constants Generator where Jonas and Daryl battle to settle which tool is better. Links: https://www.xrmtoolbox.com/plugins/DLaB.Xrm.EarlyBoundGenerator/ https://www.xrmtoolbox.com/plugins/Rappen.XrmToolBox.LateboundConstantsGenerator/ https://www.xrmtoolbox.com/plugins/DLaB.Xrm.VsSolutionAccelerator/ CRM SDK on .Net Core https://powerusers.microsoft.com/t5/Power-Apps-Pro-Dev-ISV/Announcing-the-net-Core-SDK-for-Common-Data-Service-CDS-External/m-p/470035#M1745 Daryl: https://github.com/daryllabar/DLaB.Xrm.XrmToolBoxTools https://twitter.com/ddlabar https://www.youtube.com/channel/UCR7naI_fY4LbY-TO_nLMTYA Jonas: https://github.com/rappen https://twitter.com/rappen https://linkedin.com/in/rappen
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Episode 87: Markus Erlandsson talks to Gustaf Westerlund about 2020 Release wave 1 where Gustaf takes us through his best of list on the new things that are coming Team Member restrictions enforcement Power Automate and UI Flows Quick find First party app feature restrictions AI builder Backup restore, with more things Maker experience improvements … Continue reading Best of 2020 Release Wave 1 with Gustaf Westerlund
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Markus Erlandsson talks to Nick Doelman about Power Apps Portals and how they are evolving. Nick starts with explaining a bit of the recent history from Adx Portals to Dynamics Portals to the new Power Apps Portals. Then he continues to the new designer and how you can use portals in both consumer and business relationships, … Continue reading Power Apps Portals with Nick Doelman
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Markus Erlandsson talks to John Gravely from SalesSpark about how John has managed to build and sell two international ISVs and now has started his third. John explains what he thinks is important when looking for an idea in the CRM space, then John continues to explain how to build his team and what values … Continue reading Building an ISV with John Gravely
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Episode 84: Markus Erlandsson talks to Guus Krabbenborg from Dynamics and More about Digital Transformation and what a makes a digital transformation project successful. Guus start with explaining what is important and how to succeed by doing the journey yourself first. Bio Guus Krabbenborg is a highly-experienced business trainer and consultant with a well-earned reputation in the international … Continue reading Digital transformation success with Guus Krabbenborg
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Episode 83: Markus Erlandsson talks to Guro Faller from Avanade about Dynamics 365 Marketing where Guro explains the capabilities and the features of the application. Guro talks about Customer journeys, email marketing, asset management and event management, she continues to explain how Marketing and Sales works together and what is new in the latest 2019 … Continue reading Dynamics Marketing with Guro Faller
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Episode 82: Markus Erlandsson talks to Rachel Profitt from RSM about Dynamics 365 Talent and how you can use it. Rachel starts with explaining what the three areas: Attract, Onboarding and Core HR do. What the functionality is and how connections to external systems such as LinkedIn works. Rachel discusses how they at RSM themselves … Continue reading Dynamics got Talent with Rachel Profitt
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Episode 81: Markus Erlandsson talks to Furqan Ali from Microsoft about Premier Field Engineers. Furqan starts with explaining what Premier Field Engineers (PFE) do and why Microsoft offers this service, then he continues to explain what types of work there are and how it is delivered. What does it take to become a PFE and … Continue reading Premier Field Engineer with Furqan Ali
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Episode 80: Markus Erlandsson talks to Dian Taylor from RSM about Project Service Automation and what the functionality is. Dian starts with explaining what PSA can do and how to use it, she then continues to describe how to use it both for waterfall as well as agile projects. Dian explains how to use the … Continue reading Exploring Project Service Automation with Dian Taylor
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Episode 79: Markus Erlandsson talks to Megan V Walker about Forms Pro and the difference between Forms and Forms Pro. Megan starts with explaining how you can use Forms Pro now that it’s based on Common Data Service and combine Forms Pro with Dynamics in new ways. She also explains how to use the net … Continue reading Forms Pro with Megan V Walker
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Episode 78: Markus Erlandsson talks to Tessa Kloster from Microsoft, Tessa starts by explaining what the product does on a high level, then continue to describe what AI-driven topic clustering is and how you can influence that. Then the discussion goes into Customer Satisfaction Score and how that is used. Tessa then explains the KPI … Continue reading Customer Service Insights with Tessa Kloster
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Special Episode: Markus Erlandsson talks to Joachim Schiermacher from ClickLearn about how to use ClickLearn. Joachim describes what the product does and how ClickLearn themselves uses it and what the benefits are for you. Bio: Joachim Schiermacher Co-founder and CEO of ClickLearn with a vast experience in IT and management. A firm believer that user … Continue reading Special episode: ClickLearn with Joachim Schiermacher
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Episode 77: Markus Erlandsson talks to Rory Neary from DataSpinners about how to become a Power Platform Solution Builder. Rory explains his view on what a Power Platform Solution Builder or a Citizen Developer is and how more people are becoming developers in the Power Platform. He then continues to talk about what is needed … Continue reading Becoming a Power Platform Solution Builder with Rory Neary
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Episode 76: Markus Erlandsson talks to Leon Tribe from PowerObjects about how to attract new talent. Leon starts with his journey into the company and what he considers when growing a team for the future. Leon continues to describe the challenges for balancing sales and delivery, and how you can get more people into Dynamics … Continue reading Attract new talent with Leon Tribe
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Episode 75: Markus Erlandsson talks to Gustaf Westerlund, Sara Lagerquist and Martin Burman all from CRM Konsulterna about some of the highlights from the April ’19 release notes. While at extrem 365 we all sat down at the end of day 1 and discussed what is new and how “it will converge towards perfection”. Links: https://docs.microsoft.com/en-us/business-applications-release-notes/april19/
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Episode 74: Markus Erlandsson talks to Ted Ohlsson from DXC about Dynamics 365 Integration Flows. Where Ted starts with explaining how Common Data Service fits into Data Connectors and Integration Engines. He continues to describe three integration templates or Application Lays, Prospect to Cash, Field service and Project service Automation integration. What the difference between … Continue reading Dynamics 365 Integration Flows with Ted Ohlsson
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Episode 73: Markus Erlandsson talks to Nick Fratello from Microsoft about Dynamics 365 AI. Where Nick explains what Ai within Dynamics 365 is and how you can use AI to work smarter. Nick goes through the AI for Sales and what Relationship analytics, Predictive lead scoring, Predictive opportunity scoring, Notes analysis, Talking points, Who-knows-whom is … Continue reading Dynamics 365 AI with Nick Fratello
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Episode 72: Markus Erlandsson talks to Sara Lagerquist from Innofactor about Universal Resource Scheduling. Where Sara explains what Universal Resource Schedule is and how you can use it to schedule anything. She explains her best practice to an easy to use setup with URS and how the different configuration entities fit together. Bio Sara Lagerquist … Continue reading Universal Resource Scheduling with Sara Lagerquist
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Episode 71: Markus Erlandsson talks to Kirsten Edmondson Wolfe from Microsoft about AppSource. Kirsten explains what AppSource is and what the difference is from its predecessors. She continues to explain what the new ISV competency is and how you as a partner can use that, then she explains the benefits for ISV and how you can get … Continue reading AppSource with Kirsten Edmondson Wolfe
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Episode 70: Markus Erlandsson talks to Chris Mahanes from Provance about portals. Chris explains what a portal is and that you probably already pay for one. He continues to talk about why should use it what is the difference between a Partner, Employee, Customer, Custom Portals. Both online and on-premise works, how to do multi-lingual and how to … Continue reading Portals with Chris Mahanes
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Episode 69: Markus Erlandsson talks to Chris Huntingford from Hitachi Solutions about the Custom Control Framework. Chris explains what this control framework is, and where you can find them and how you can use them. Bio Chris is exposing the AWESOMENESS of Microsoft Dynamics 365 Customer Engagement and the associated products. He is all about … Continue reading Custom Control Framework with Chris Huntingford
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Episode 68: Markus Erlandsson talks to Steve Mordue from Forceworks about the Microsoft Power Platform. Steve starts by explaining what the Power Platform is and how it includes the Common Data Service (CDS), PowerApps, Power BI and Flow. Steve continues how this change to the Power Platform will change the apps that we build for … Continue reading Power Platform with Steve Mordue
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Episode 67: Gustaf Westerlund talks to Markus Erlandsson from Dynavigate about Who is your host Markus Erlandsson. Gustaf starts by asking about who Markus is and how he got started in CRM. Some horror stories from Markus own mistakes. How did podcast start back in 2013 and where does the name CRM Rocks come from? … Continue reading Who is Markus with Gustaf Westerlund
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Episode 66: Markus Erlandsson talks to Jonas Rapp from Avanade about how you can upgrade your development. Jonas starts with explaining how you can work with webresources to show to version control your customizations, and then to how you can use build tools form CRM. Then the discussion continues to test and how you can … Continue reading Development, Debugging and Deployment with Jonas Rapp
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Markus Erlandsson talks to Jon Ferarra from Nimble about Nimble Evolves to The Simple CRM for Office & Dynamics 365 Bio: Jon Ferrara is a serial CRM and Relationship Management entrepreneur and noted speaker about Social Media’s effects on Sales and Marketing. His most recent venture Nimble.com, has re-imagined CRM by building a Simply Smarter … Continue reading Special Episode: Nimble Evolves to The Simple CRM for Office & Dynamics 365
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Episode 65: Markus Erlandsson talks to Scott Durow from Develop 1, about what the Unified Interface is and what the news is there. How you can get to it and how to use it in the best way. Bio: Scott is a Microsoft Business Solutions MVP specializing in Dynamics 365. He is a committed and … Continue reading Unified Interface with Scott Durow
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Episode 64: Markus Erlandsson talks to Rick McCutcheon from Full Contact Selling about how to work with Social Selling, how to think about your content and what message you are trying to convey. Bio: Rick has been involved in the CRM industry for over 20 years as a Senior Executive, Reseller, Board Member, Educator, Consultant … Continue reading Social Selling with Rick McCutcheon
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Episode 63: Markus Erlandsson talks to Jukka Niiranen from Elisa about Dynamics 365 Spring Release 2018. Jukka explains what the new Business Application Platform is all about and how it is based on Common Data Service and how that is the 2.0 of XRM. We speculate if there ever will be a next version of on-premise … Continue reading Dynamics 365 Spring Release 2018 with Jukka Niiranen
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Episode 62: Markus Erlandsson talks to Britta Rekstad from MacGyverCRM. Britta explains the pros and cons with both Flow and Workflow, where each can fit and where you might not use them and in the end, it might not be a “vs” after all. Bio: Britta is a 3 time Microsoft MVP as well … Continue reading Flow vs Workflow with Britta Rekstad
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Episode 61: Markus Erlandsson talks to Daryl LaBar from PowerObjects about Code Reviewing and Refactoring. Daryl explains what a code review is, why you should do it what the benefits are and how to get going. Bio: Daryl is a 2 time CRM MVP with over 7 years of Consulting experience with CRM Development. He … Continue reading Code Reviewing and Refactoring with Daryl LaBar
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Episode 60: Markus Erlandsson talks to Maria Nordh from Acando about Digital Transformation and change. Maria starts with explaining what the therms mean and why you need to start. She describes how it affects the employees as well as the customers. Bio: Maria is a goal-oriented senior consultant with many years of experience in global … Continue reading Digital Transformation and Change with Maria Nordh
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Episode 59: Markus Erlandsson talks to Julie Yack from Colorado Technology Consultants about User groups online and xRMVirtual and what they can provide. Julie talks about how xRMVirtual started and what user groups and conferences are out there for you to take advantage of. If you don’t find your user group, you can always start … Continue reading User groups online and xRMVirtual with Julie Yack
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Episode 58: Markus Erlandsson talks to Sara Airgood from Digital Management about Worklow and Business Process Flow and how they can be combined to increase your productivity. Sara starts with talking about Workflow and how that works and how to create your own workflows. Then she describes how workflow can automate your Business Process Flows … Continue reading Workflow and Business Process Flow with Sara Airgood
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Episode 57: Markus Erlandsson talks to Jonas Rapp from Innofactor about Building FetchXML Builder and how you can use it for your own benefits. Jonas starts with describing what XrmToolBox is and how he uses that and the spin-off connector in his work. Then Jonas describes what FetchXML Builder is and what powers it brings, … Continue reading Building FetchXML Builder with Jonas Rapp
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Episode 56: Markus Erlandsson talks to Mohamed Mostafa from TechLabs about General Data Protection Regulation (GDPR) and how that can impact Dynamics CRM. The discussion starts with Mohamed describes what GDPR is and what the intent with the regulation is, when do GDPR apply and why I should care. Mohamed goes on to talk about … Continue reading GDPR and CRM with Mohamed Mostafa
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Episode 55: Markus Erlandsson talks to Jon Ferrara from Nimble about making CRM for the users, the discussion starts with how CRMs started and how to get usability and usage. Jon continues to discuss how to sell and where to start with your selling. Bio Jon Ferrara is a serial CRM and Relationship Management entrepreneur … Continue reading Making CRM for the users with Jon Ferrara
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Episode 54: Markus Erlandsson talks to Brian Galicia from Microsoft about Relationship sales and how that fit together with Dynamics 365 and LinkedIn, the discussion starts by Brian explaining what it is and how it works, and exemplifies how privacy works. Then goes on to discuss PointDrive as part of LinkedIn Sales Navigator and some … Continue reading Relationship sales with Brian Galicia
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Episode 53: Markus Erlandsson talks to Ben Vollmer from Microsoft about Dynamics 365 for Field Service, Ben explains how to get started with Field Service as a consultant and as a customer, he continues to explain the two available addons “Resource Scheduling Optimization” and “Connected Field Service” and what pitfalls to avoid. Bio Ben Vollmer … Continue reading Field Service with Ben Vollmer
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Episode 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 Bio: Ulrik is from Denmark and has been living in San Francisco for just over 6 years and has been … Continue reading KPI and Analytics with Power BI with Ulrik Carlsson
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Episode 51: Markus Erlandsson talks to Stefano Tempesta from EF, Education First about ranking opportunities in CRM with Azure Machine Learning (ML). EF gets 15 000 inquiries a day and they want to call the most interesting. Stefano starts with explaining what ML is and then how EF uses it to rank opportunities. Bio: Stefano is … Continue reading CRM and Machine Learning with Stefano Tempesta
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Episode 50: Markus Erlandsson talks to Jukka Niiranen from Digital Illustrated about The State of Dynamics 365 Sales in 2017. The discussion starts with what is happening with the term CRM and how is the xRM going forward? Then what’s happening with the Common Data Service. How are the apps, Customer Service, Field Services and … Continue reading The State of Dynamics 365 Sales in 2017 with Jukka Niiranen
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Episode 49: Markus Erlandsson talks to Gretchen Opferkew from PowerObjects HCL about how to get your user adoption going. Bio: Gretchen Opferkew is the Director of Education at PowerObjects HCL where she oversees both internal employee development, as well as customer trainings and community involvement. Having worked with Microsoft Dynamics CRM since 2006, Gretchen has over … Continue reading Get User Adoption Going with Gretchen Opferkew
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Episode 48: Markus Erlandsson talks to Jason Lattimer from PowerObjects about moving from Soap to Web Api, using his tool Crm Rest Builder and other ways of. Bio: Jason Lattimer is a 4 time Microsoft Dynamcis CRM MVP and maker of several CRM utilities and devlopment tools. Links: CRM REST Builder, Jason Lattimer on Git Hub
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Episode 47 were Markus Erlandsson talks to George Doubinski about how to develop for Dynamics 365 and what is new. They are going all over the place and talks about everything from Fields Service via Customer Insights to Data Export and Editable Grids. Bio: George Doubinski is a 9th time CRM MVP specialising in all things … Continue reading Develop for Dynamics 365 with George Doubinski
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Episode 46 where Markus Erlandsson talks to Philip Verlinden from Microsoft Consulting Services about the new Dynamics 365, and what he is excited about. He works at Microsoft but here he gives his personal views on these topics. Bio: Philip is a Microsoft Dynamics CRM Senior Consultant @ Dynamics Domain, Azure aficionado, proud father and … Continue reading Dynamics 365 First View with Philip Verlinden
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Episode 45: Markus Erlandsson talks to Andre Margono from Barhead Solutions. How do I get Certified? Who can get Certified? Why should I get Certified? All questions are answered here! Bio Andre Margono is currently working as Solution Architect at Barhead Solutions and based in Melbourne, Australia. For the past 6 years he has been delivering CRM … Continue reading Certified for CRM with Andre Margono
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Episode 44: Markus Erlandsson talks about tools to improve your productivity when developing for and administrating your Dynamics CRM organization Links: Software Development Kit for Microsoft Dynamics CRM, SDK Download, XrmToolBox, XrmToolkit (Crm Solution Manager), Diagnostics tool, Trace Reader
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Episode 43: Markus Erlandsson talks to Stephane Dorrekens from Nerea about how you admin your Dynmics CRM System. Keep it running at full speed and with good data quality Links: Data Performance, Org Insights, CRMUG Belux, Nerea Products, Pal Tool, Attachment Extractor
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Episode 42 where Markus Erlandsson talks to Gretchen Opferkew and Alex Fagundes from powerobjects about what’s new in Dynamics CRM 2016 and Update 1. Gretchen talks about learning paths and how you can learn faster. Alex talks about mobile client and sorts outs options for going offline and working with activities. Discussion continues with folder level tracking, … Continue reading What’s new in Dynamics CRM 2016 and Update 1 with Gretchen Opferkew and Alex Fagundes
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Episode 41 where Markus Erlandsson talks to Steve Webb from The Portal Connector and pavliks.com about the process of designing and creating a portal. What gets user acceptance happen. How to get started. Pitfalls to miss and what to consider. Links: The Portal Connector site, Things to ask, Case Studies, Steves Twitter, Steves LinkedIn
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Episode 40 where Markus Erlandsson talks to Kristie Bylos from ClickDimensions about the value of marketing inside Dynamics CRM. Kristie talks about what the integrated story is with Dynamics CRM and ClickDimensions, how to start automating. What kinds of values can I expect and the ROI of that. Success stories and pitfalls to avoid. Links: ClickDimensions, Idea conference, … Continue reading The Value of Marketing inside Dynamics CRM with Kristie Bylos
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Episode 39 where Markus Erlandsson talks to Ivan Stano from Resco about their purchase of CWR Mobility and what you can expect from them in the future Links: Ivans mail Resco acquires CWR mobile Resco homepage
The post More mobile CRM with Ivan Stano first appeared on CRM Rocks.
Episode 38 where Markus Erlandsson talks to Therese Reuterswärd from Nespresso about e-commerce, digital marketing and how that relates to CRM. How to get started and whats important, Therese gets it all explained here. Links: Forrester Research – Full length reports on omnichannel, retail and customer experience (charges per download) Econsultancy – a wide range … Continue reading E-commerce, digital marketing and CRM with Therese Reuterswärd
The post E-commerce, digital marketing and CRM with Therese Reuterswärd first appeared on CRM Rocks.
Episode 37 where Markus Erlandsson talks to Mitch Milam from xRM Coaches about how to develop for CRM. What is important and how to get started, as well as talking about tools to help you. Links: xRM Coaches Webinars Explorer! for Dynamics CRM Teaching Tuesdays DYNAMICS CRM Team Development Best Practices Video xRM Coaches on … Continue reading Develop for CRM with Mitch Milam
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Episode 36, Markus talks to Gustaf Westerlund on how you implement CRM. Gustaf gives his top 10 tips on how to be successful. Links: Gustafs blog post CRM UG webinar CRM UG Congress
The post Top 10 tips for successfully implement CRM with Gustaf Westerlund first appeared on CRM Rocks.
Episode 35: Markus Erlandsson talks to Therése Lorentzon about being an Entrepreneur and how you think about customers. What is your customer focus and how do you keep the balance when everything is on you? Links: Homepage Instagram https://www.facebook.com/thereselorentzonphotography
The post Being an Entrepreneur with Therese Lorentzon first appeared on CRM Rocks.
Episode 34: Markus Erlandsson talks to John Verdon and Christy Spokely from Extreme CRM about CRM Conference. The discussion starts with why I should go to a conference and continues with what I might gain from going. Links: Extreme CRM Site LinkedIn Group Chisty Spokely’s links LinkedIn, email Johns Verdon’s links: LinkedIn, email
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Episode 33: Markus Erlandsson talks to Jukka Niiranen from Digital Illustrated about the state of Dynamics CRM in 2015. Starting with looking backwards on all that happened. Then looking into the future with CRM 2016. Links: State of Dynamics CRM 2015 blog post Jukka’s links: MVP Page, LinkedIn, Surviving CRM Blog
The post State of Dynamics CRM in 2015 with Jukka Niiranen first appeared on CRM Rocks.
Episode 32: Markus Erlandsson talks to David Berry about TypeScript, JavaScript and the new WEB API in Dynamics CRM. David explains why you should use TS and what the benefits are. Links: http://www.typescriptlang.org/ http://definitelytyped.org/ http://github.com/borisyankov/DefinitelyTyped/tree/master/xrm Azure AD Authentication Library for .NET Davids links: LinkedIn, MVP Page, CRM Blog
The post TypeScript and JavaScript with David Berry first appeared on CRM Rocks.
Episode 31: Markus Erlandsson talks to Tony Stein from CRM UG about User Groups. What do I gain from attending? And more. Links: http://www.crmug.com http://www.crmug.com/engage/volunteer
The post CRM UG with Tony Stein first appeared on CRM Rocks.
Episode 30: Markus Erlandsson talks to Salim Adamon about Being a CRM consultant. Salim talks about what’s important and how to get there. Links: Salims Blog
The post Being a CRM consutant with Salim Adamon first appeared on CRM Rocks.
Episode 29: Markus Erlandsson talks to Rick McCutcheon about Coaching in CRM. What is coaching? How can I use it to implement my CRM or revitalize my CRM efforts? Rick explains and talks about what’s important to focus on. CRM UG http://www.crmug.com Hompage http://fullcontactselling.com/ LinkedIn Profile http://ca.linkedin.com/in/rickmccutcheon
The post Coaching CRM with Rick McCutcheon first appeared on CRM Rocks.
Episode 29: How do I build a brand? Does it make any difference if it’s a personal brand just about me or a business brand for my company? Jens Almgren comes on the show to sort things out and tell the story about building a new business and two new brands. Both a personal brand … Continue reading Building a Brand with Jens Almgren
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Episode 27: Markus Erlandsson talks to Lars Nilsson from Apsis about Email Marketing. The discussion goes from How to get started, to what is important, and what pitfalls to avoid. Email Marketing Guidebook Apsis blog about Email Marketing
The post Email Marketing first appeared on CRM Rocks.
Episode 26: Markus Erlandsson talks to Elaiza Benitez from Myriad IT about Modelling Security in Dynamics CRM. What are all the options and what can you do your self? Elizas vlogg explaining Hierarchy Security and corresponding blog post
The post Modelling Security in Dynamics CRM first appeared on CRM Rocks.
Episode 25: Markus Erlandsson talks to Jonas Rapp from Cinteros about developing plugins in Dynamics CRM. Where you start. How the execution pipeline works. What pipeline stages you have to choose from. When and how to use images. Tracing service, ILMerge, Sandbox. What is the recommended path? All questions answered in this episode! http://jonasrapp.cinteros.se/ http://jonasrapp.cinteros.se/2012/07/execute-server-side-code-from-javascript.html … Continue reading Developing Plugins in Dynamics CRM
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Episode 24: Markus Erlandsson talks to Brad Burks about Marketing in Dynamics CRM. The conversation starts with the size of the marketing teams, then goes to what’s the purporse of marketing getting new customers or growing the existing. What are you offering and how you are offering it. What channels to choose. Links: Using ClickDimensions to create Emails … Continue reading Marketing in Dynamics CRM
The post Marketing in Dynamics CRM first appeared on CRM Rocks.
Episode 23: Markus Erlandsson talks to Jukka Niiranen about Who is the Customer? The conversation starts with the lifecycle perspective and who could be your customer, who are your customer and who is no longer your customer. How do you then model that in Dynamics CRM and how do you think about leads vs customers. … Continue reading Who is the Customer?
The post Who is the Customer? first appeared on CRM Rocks.
Episode 22: Markus Erlandsson talks to Gretchen Opferkew and Tad Thompson from PowerObjects about new in Dynamics CRM 2015. The discussion starts with what Gretchen and Tad are looking forward to. The number of codeless features in Dynamics CRM grows and how the upgrade path is. Links: http://www.powerobjects.com/blog/ http://www.powerobjects.com/microsoft-dynamics-crm-2015/
The post What’s new in Dynamics CRM 2015 first appeared on CRM Rocks.
Episode 21: Markus Erlandsson talks to Sunny Paris from You Don’t Need a CRM. The discussion starts with what it is and how to get started with this Lead Management system. Links: Sunny Paris from You Don’t Need a CRM, and his Twitter Their twitter Get one month free
The post You Don’t Need a CRM first appeared on CRM Rocks.
Episode 20: Markus Erlandsson talks to Pablo Peralta from CRM Gamified about gamification inside Dynamics CRM. The discussion starts with a leaderboard product called Hurrah. Then the talk about how to model the game and give users quick feedback. Links: Pablo Peralta Linked In, Twitter. http://crmgamified.com/
The post CRM Gamified first appeared on CRM Rocks.
The final episode of the Dynamics Marketing series where Markus talks to Christian Abeln about Platform Aspects of Dynamics Marketing
The post Platform Aspects of Dynamics Marketing first appeared on CRM Rocks.
Markus talks to Christian Abeln about Analytics and Reporting in Dynamics Marketing
The post Analytics and Reporting in Dynamics Marketing first appeared on CRM Rocks.
Markus continues the Dynamic Marketing mini series with Christian Abeln, where they talk about integrating to Dynamics Marketing
The post Integration with CRM from Dynamics Marketing first appeared on CRM Rocks.
Markus Talks to Christian Abeln a Senior Program Manager at Microsoft about Lead scoring and management in Dynamics Marketing
The post Lead scoring and management in Dynamics Marketing first appeared on CRM Rocks.
Markus and Christian Abeln continues the Dynamics Marketing journey with Lead Nurturing
The post Lead Nurturing in Dynamics Marketing first appeared on CRM Rocks.
Markus Erlandsson talks to Senior Program Manager at Microsoft in Denmark, Christian Abeln about the new product Dynamics Marketing. Links: http://adoptionmeasurements.codeplex.com
The post Dynamics Marketing Overview first appeared on CRM Rocks.
Markus talks to Julie Yack about Countinuous Improvments and how you get started in CRM Links: http://www.ineta.org/ http://www.xrmvirtual.com/
The post Continuous Improvement in CRM first appeared on CRM Rocks.
Marks talks to Carsten Groth about Bussiness Process Flows inside Dynamics CRM 2013, what to do and what not to do. Links: Carsten’s blog http://bpfhelper.codeplex.com/
The post Business Process Flows in CRM 2013 first appeared on CRM Rocks.
Markus talks to CRM Coach Siska Bossuyt about the concept of The Leaky Funnel Links: Siska Bussoyt on LinkedIn
The post Leaky Funnel first appeared on CRM Rocks.
While still in Barcelona, Markus talks to John Grace from North 52 about their Formula Manager for Dynamics CRM. Links: http://www.north52.com/
The post ISV North52 first appeared on CRM Rocks.
Markus talks to Stefan Burak from InsideView about their product for Dynamics CRM Links: http://www.insideview.com/
The post ISV InsideView first appeared on CRM Rocks.
Markus talks to Duco Boer from Wavextend about their producs for Dynamics CRM. Links: http://wavextend.com/en
The post ISV Wavextend first appeared on CRM Rocks.
While at eXtremeCRM in Barcelona Markus talks to ISV Steer about their product Steer Cource Links http://www.steer.no/
The post ISV Steer Cource first appeared on CRM Rocks.
Episode 6: Markus Erlandsson talks to Leon Tribe about Dynamics CRM vs SalesForce.com. The discussion goes through Strategic, Technical, Mobile and Social angles. Links Salesforce: The Unloved Company Microsoft: Giving it the Salesforce Treatment
The post Dynamics CRM vs SalesForce.com first appeared on CRM Rocks.
Episode 5: Markus Erlandsson talks to Donna Edwards about community resources, the discussion goes through a list of sites that comprises the CRM Community. Link List MS CRM Team Blog, Community Site, CRM MSDN, CRM MSDN Forums, Customer Source / Partner Source, Microsoft Partner Network, LinkedIn Group Search, Donna Edwards Twitter, Microsoft Dynamcics CRM Facebook … Continue reading Community Resources
The post Community Resources first appeared on CRM Rocks.
Episode 4: Markus Erlandsson talks to Mitch Milam about developing JavaScript for Dynamics CRM. The Discussion stats with what’s new in CRM 2013, then moves on to how do you get started if you are new to Dynamics CRM. How to decide between asynchronous and synchronous calls. Then end the discussion with some best practice … Continue reading JavaScript in Dynamics CRM
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Markus Erlandsson talks to Ivan Stano from Resco about Mobile CRM and the new features from Microsoft and Resco http://www.resco.net/mobilecrm
The post Mobile CRM first appeared on CRM Rocks.
Episode 2: Markus Erlandsson talks with Jukka Niiranen about user interface changes. The discussion moves on to the new processes types Business Process flows and Actions, to then discuss the new Business Rules.
The post CRM 2013 User Interface changes first appeared on CRM Rocks.
Episode 1: Markus Erlandsson talks to Gustaf Westerlund from CRM-Konsulterna about the existing and lacking tool support from Microsoft.
The post Tool support in Dynamics CRM first appeared on CRM Rocks.