CRM Rocks: Recent Episodes
Markus Erlandsson
CRM Rocks is a podcast that focuses on Dynamics CRM and discussions about what you could do within the scope of customer relationships.
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.
BioMost 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
Linkshttps://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/whats-new-marketinghttps://www.linkedin.com/in/paulinekolde/https://paulinekolde.info
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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.
BioI 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.
Linkshttps://www.linkedin.com/in/stevemordue
https://www.rapidstart.com/en/products/rapidclaw
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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.
BioInge 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
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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 ToolboxPower Platform Community Tools / ToolboxMSCRM Addons – Attachment Extractor
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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.
BioData Platform and Business Applications Microsoft MVPBusiness 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.
Linkshttps://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.
BioUlrikke 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.
Linkshttps://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.
BioAs 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.
Linkshttps://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.
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
The post Project Operations with Joe Griffin first appeared on CRM Rocks.
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
The post My First Day of Power Platform with Julie Yack first appeared on CRM Rocks.
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-toolshttps://github.com/microsoft/powerplatform-actions
https://www.linkedin.com/in/parvezghumrahttps://www.linkedin.com/in/sean-astrakhan/
https://www.untethered365.com/https://www.linkedin.com/company/parvez-consulting/
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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
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
The post Building an MVP Business with Kathrine Hogseth first appeared on CRM Rocks.
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/
The post Directions Review with Andrew Bibby and Malin Martnes first appeared on CRM Rocks.
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
The post Security and Governance with Foyin Olajide-Bello first appeared on CRM Rocks.
CRM RocksEpisode 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.
Benedikt Bergmann
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 Power Platform.He started his career as a developer of .Net custom applications and frontend development.He has been working exclusively with Dynamics 365 and the Power Platform since 2017. In this area, he has been working as a developer and since 2018 as a solution architect.Furthermore, he is active in the community around the Power Platform and runs both a blog and a YouTube channel.In January 2021 he was awarded the Microsoft Most Valuable Professional (MVP) award.
Links
https://learn.microsoft.com/en-us/power-platform/release-plan/2023wave2/power-apps/planned-features
https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave2/
https://benediktbergmann.eu/2023/07/18/release-2023-wave-2-summary/
The post 2023 Release wave 2 with Benedikt Bergmann first appeared on CRM Rocks.
Diana Birkelbach
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 is a Microsoft Business Application MVP from Germany. She works as a Principal Software Architect at ORBIS SE. She has over 20 years of experience in web development, working with Dynamics 365 right from the beginning (back then Microsoft CRM v1.2). She is focused on the ProDev aspects of the Power Platform, being enthusiastic about Power Apps Component Framework (PCF) development. You can call her PCFLady.Find her answering questions in the “Power Apps Pro Dev & ISV” Forum, blogging on her “Dianamics” blog site (dianabirkelbach.wordpress.com), sharing videos on YouTube (/youtube.com/@pcflady), and sharing PCF controls on https://pcf.gallery/.
Links
https://learn.microsoft.com/en-us/power-apps/developer/component-framework/
https://learn.microsoft.com/en-us/power-apps/developer/component-framework/implementing-controls-using-typescript?tabs=before
https://learn.develop1.net/courses/pcf-for-model-driven-apps
https://dianabirkelbach.wordpress.com
https://www.youtube.com/@PCFLady
The post PCF in 2023 with Diana Birkelbach first appeared on CRM Rocks.
Lisa Crosbie
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 the most useful for both makers and users.
Bio
Lisa Crosbie is known for her contagious enthusiasm for low code technology, Power Platform, and Dynamics 365, and helping people understand what’s possible in business applications.
Lisa started as a Dynamics 365 customer and business user who tortured Excel, and now works as a Tech Evangelist at Barhead Solutions, where she runs envisioning workshops, ideation sessions, and demos, helping customers map the right technology to their business problems, get the most out of what they’ve paid for, and plan their technology roadmaps.
Lisa has received the ARN Innovation Award for Technical Excellence and the ARN Women in ICT Award – Technical category. She is a Microsoft Business Applications MVP, Microsoft Certified Trainer, and LinkedIn Learning Instructor, and has a popular YouTube channel that helps people get started with Microsoft Business Applications. She is an international speaker at Microsoft and community events.
Links
https://www.youtube.com/LisaCrosbie
The post Copilot for Power Platform and D365 with Lisa Crosbie first appeared on CRM Rocks.
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
The post Cloud for healthcare with Jim Novak first appeared on CRM Rocks.
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
The post Best of 2023 Release Wave 1 first appeared on CRM Rocks.
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
The post Portals to Pages with Nick Doelman first appeared on CRM Rocks.
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
The post Power BI and Dataverse with Scott Sewell first appeared on CRM Rocks.
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
The post State of Dynamics CRM in 2022 first appeared on CRM Rocks.
Rick McCutcheonEpisode 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 can use partner-to-partner relationships to their benefit. Rick explains his LinkedIn strategy and how you can get started with your partner journey.
Bio
Rick has been involved with the CRM industry for over 20 years as a Company Founder, Senior Executive, Reseller, Board Member, Educator and Professional Speaker. He currently leads a Social Selling and Microsoft Dynamics 365 Educational Practice. Partners. My side hustle is working with several Regional Innovation Centres helping early stage B2B startups accelerate their business.
Links
https://www.partnertalks.com/
https://www.linkedin.com/in/rickmccutcheon/
The post Partner Talk with Rick McCutcheon first appeared on CRM Rocks.
Molly FuchselEpisode 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 conference, what was popular and you can start your own local meet-up.
Bio
Molly is President at Dynamics User Group and a Global Microsoft Dynamics 365 & Power Platform community builder one connection at a time.
Links
https://dynamicsusergroup.com/
https://www.linkedin.com/in/mollyfuchsel/
https://twitter.com/MollyFuchsel
The post DynamicsCon debrief with Molly Fuschel first appeared on CRM Rocks.
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 conference, what was popular and you can start your own local meet-up.
Chris Cognetta
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 conversations into actions.
Bio
Chris Cognetta is the Chief Technology and Innovation Officer for congruentX. Chris is based in Tampa, Florida, originally from New York growing up in South Florida. Chris is a proven hands-on, servant leader with over 25 years of various industry experience, across many different technology platforms and architectures. Chris is a 10x time Microsoft Business Solutions 365 MVP, has an infrastructure, cloud & application architecture background and has been implementing global Dynamics CRM/D365 implementations since its inception. Chris is an active community member, Azure & CRMUG Medic Founder and sits on the D365/CRMUG Programming Board. Chris is a frequent speaker and organizer at various D365/CRM/Azure events and User Group conferences. Chris is also the Vice President of Tampa Community (formerly TampaDev).
Links
https://techcommunity.microsoft.com/t5/microsoft-viva-blog/announcing-microsoft-viva-sales-public-preview-the-future-of/ba-p/3586178
https://www.youtube.com/watch?v=gfumpaVlE-Q&list=PLfbrTynFcaGVGnxCdSUnY38BW1ZpiBe6o
https://congruentx.com/
https://resources.congruentx.com/dialogueprimeci
The post Viva Sales with Chris Cognetta first appeared on CRM Rocks.
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
- Adding nuget packades to plugins
https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/data-platform/dependent-assemblies-support-plug-ins
- Adding Power Fx to Business rules, calculated columns
https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/data-platform/enable-power-fx-dataverse-business-rules
https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/power-apps/dataverse-tables-integrated-inside-power-apps-studio
https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave1/data-platform/enable-power-fx-formula-columns-inside-dataverse-tables
- Create Power Fx columns in Dataverse
https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave1/data-platform/enable-power-fx-formula-columns-inside-dataverse-tables
- Grid controls, grouping aggregation, nested
https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/power-apps/grid-control-support-grouping-aggregation-nested-grids
- Update to Virtual Tables, more easily to external sources
https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/power-apps/connect-external-data-dataverse
https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/data-platform/virtual-tables-between-dataverse-instances
https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/data-platform/connector-provider-non-tabular-virtual-tables
- Enhanced Teams collaboration in Dynamics 365
https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave2/sales/dynamics365-sales/teams-outlook-collaboration
https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave2/service/dynamics365-customer-service/planned-features#teams-integration
- Copy a Link:
https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/power-apps/easily-copy-links-records
- Sellers Dashboard:
https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave2/sales/dynamics365-sales/track-progress-using-seller-dashboard
- Swarming:
https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave2/service/dynamics365-customer-service/use-customer-support-swarming-complex-cases
- Outlook integration enhancements
https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave2/sales/dynamics365-sales/share-dynamics-365-records-as-information-cards-email-content-dynamics-365-app-outlook
- Sequential approvals in power automate
https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/power-automate/support-sequential-approvals-power-automate
The post Best of 2022 Release Wave 2 first appeared on CRM Rocks.
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
- Adding nuget packades to plugins
https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/data-platform/dependent-assemblies-support-plug-ins
- Adding Power Fx to Business rules, calculated columns
https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/data-platform/enable-power-fx-dataverse-business-rules
https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/power-apps/dataverse-tables-integrated-inside-power-apps-studio
https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave1/data-platform/enable-power-fx-formula-columns-inside-dataverse-tables
- Create Power Fx columns in Dataverse
https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave1/data-platform/enable-power-fx-formula-columns-inside-dataverse-tables
- Grid controls, grouping aggregation, nested
https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/power-apps/grid-control-support-grouping-aggregation-nested-grids
- Update to Virtual Tables, more easily to external sources
https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/power-apps/connect-external-data-dataverse
https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/data-platform/virtual-tables-between-dataverse-instances
https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/data-platform/connector-provider-non-tabular-virtual-tables
- Enhanced Teams collaboration in Dynamics 365
https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave2/sales/dynamics365-sales/teams-outlook-collaboration
https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave2/service/dynamics365-customer-service/planned-features#teams-integration
- Copy a Link:
https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/power-apps/easily-copy-links-records
- Sellers Dashboard:
https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave2/sales/dynamics365-sales/track-progress-using-seller-dashboard
- Swarming:
https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave2/service/dynamics365-customer-service/use-customer-support-swarming-complex-cases
- Outlook integration enhancements
https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave2/sales/dynamics365-sales/share-dynamics-365-records-as-information-cards-email-content-dynamics-365-app-outlook
- Sequential approvals in power automate
https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/power-automate/support-sequential-approvals-power-automate
The post Best of 2022 Release Wave 2 first appeared on CRM Rocks.
Phil Topness
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 people better do what they need to do. He helps the world’s largest organizations maximize their results from Microsoft Power Platform as part of the Power Platform Customer Advisory Team (CAT) at Microsoft.
Links
https://aka.ms/powercatlive
https://docs.microsoft.com/en-us/power-platform/guidance/coe/starter-kit
Managed Environments For Easier Governance
The post Power CAT with Phil Topness first appeared on CRM Rocks.
Michael Roth
Malin Martnes
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 achievable quick wins and focuses on an overall strategy to sustainably implement the concept of continuous citizen development throughout the organisation.
Malin works as Head of Dynamics 365 at Knowit in Oslo, Norway, he works with Dynamics 365 CRM, Marketing, Human Resources, and the Power Platform
Links
https://www.matthewdevaney.com/the-complete-power-apps-functions-list/
PNP Community Samples: https://pnp.github.io/powerplatform-samples/
https://nordicsummit.info/
https://malindonosomartnes.com/
https://www.linkedin.com/in/malinmartnes/
https://www.michaelroth42.com/
https://twitter.com/MichaelRoth42
The post Dataverse vs SharePoint with Michael Roth and Malin Martnes first appeared on CRM Rocks.
Lisa Crosbie
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 started with Power Platform and Dynamics 365.Lisa has taken a career journey from being a Dynamics 365 customer and a business user doing unspeakable things with Excel, to an evangelist for Microsoft Business Applications, educating customers and helping solve problems for people just like who she used to be. Lisa loves getting people excited about this awesome technology, opening new possibilities, and giving back to this community that has given her so much, learning and sharing together every day.She is a YouTuber, podcaster, blogger and speaker.
Links
Lisa’s explanation https://www.youtube.com/watch?v=6QFCXX36220
Scutt Durow so what? https://www.youtube.com/watch?v=fL21XV1CIgk
Known issues: https://docs.microsoft.com/en-us/power-apps/maker/model-driven-apps/model-app-page-issues
Blog: https://lisacrosbie.com
YouTube: https://www.youtube.com/lisacrosbie
LinkedIn: https://www.linkedin.com/in/lisa-crosbie/
Twitter: https://twitter.com/LisaCrosbie
The UP Podcast: https://theUPPodcast.com
The post Custom Pages with Lisa Crosbie first appeared on CRM Rocks.
Neil Benson
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 known for his LEGO inspired content in his videos, training courses and even his podcast cover art. He’s been building Microsoft business apps since 2006, using Scrum since 2008 and a Microsoft MVP since 2010. Neil lives in Brisbane, Australia where he enjoys family days out and making pizza.
Links
Amazing Apps podcast: https://www.amazingapps.show/111
Customer Academy school: https://customery.com/crmrocks ($50 discount for CRM Rocks listeners).
Customery Academy YouTube channel: https://youtube.com/customeryacademy
Agile Applications User Group https://aka.ms/agileappsug
Neil Benson on LinkedIn https://linkedin.com/in/neilbenson
Neil Benson on Twitter https://twitter.com/customery
Free Agile Foundations for Microsoft Business Apps course https://customery.academy/courses/foundations
The post Agile CRM with Neil Benson first appeared on CRM Rocks.
Kylie Kiser
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 if backs, Data Loss Prevention or conditional access can help.
Bio
Kylie Kiser is a Power Platform enthusiast who has been working with Microsoft technologies for over 10 years. She is passionate about the community and shows this through blogging, presenting, and hosting events. She leads a thriving user group based in Washington, DC. Kylie is also a three-time Microsoft Business Applications MVP!
Links
https://kyliekiser.com/
https://www.linkedin.com/in/kylie-kiser/
https://twitter.com/KylieKiser
https://www.youtube.com/channel/UCt7jIvOwE4mHsr1Tjk1jj3w
Power 24, security:
https://www.xrmvirtual.com/meeting-details/?id=72c88951-5293-ec11-b400-000d3a14da7f
Dynamics con: https://dynamicscon.com/submissions/?query=Kylie%20Kiser
https://haveibeenpwned.com/
Modernized Business Units in Microsoft Dataverse
Team security Inheritance
Old Behavior: https://blog.crmguru.co.uk/2013/06/25/security-roles-and-teams-in-crm-2011-an-inconvenient-half-truth/
New Behavior: https://docs.microsoft.com/en-us/power-platform/admin/security-roles-privileges#team-members-privilege-inheritance
Help Ukraine: https://www.linkedin.com/in/andriibutenko/ or https://www.linkedin.com/posts/andriibutenko_wonderful-people-of-greenville-spartanburg-activity-6904032086173261824-eyz6
The post Security horror stories with Kylie Kiser first appeared on CRM Rocks.
Nancy Tandy
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 available there Nancy continues to explain what the most popular topics are on Learn
Bio
Nancy Tandy is a Sr. Business Strategy Manager at Microsoft. Nancy has 20 plus years of integrated marketing management experience including developing marketing strategies, driving product launches, events and large-scale campaigns. She has been at Microsoft for over 15 plus years.
Links
Get started at www.microsoft.com/learn
Blogg https://aka.ms/MicrosoftLearnBlog
https://docs.microsoft.com/en-us/learn/dynamics365/
Chuck Norris and Dad jokes https://www.youtube.com/watch?v=GF6CMwMyNuM
https://twitter.com/njtandy
https://www.linkedin.com/in/nancytandy/
The post Learning Dynamics with Nancy Tandy first appeared on CRM Rocks.
Nick Doelman
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 focused on developing content for Power Apps portals, he is also a Microsoft Certified Trainer and Dynamic Communities All-Star award winner. Nick is a trainer, consultant, speaker, podcaster, and blogger focused on the Power Platform and Dynamics 365 and a former Microsoft Business Applications MVP.
Links
https://docs.microsoft.com/en-us/powerapps/maker/portals/
https://docs.microsoft.com/en-us/powerapps/maker/portals/web-api-overview
https://pcf.gallery/
https://docs.microsoft.com/en-us/powerapps/maker/portals/power-apps-cli
https://docs.microsoft.com/en-us/power-platform-release-plan/2021wave2/power-apps-portals/relevance-search-integration-portals
https://powerusers.microsoft.com/t5/Power-Apps-Ideas/idb-p/PowerAppsIdeas
https://jukkaniiranen.com/2021/08/did-power-apps-really-leak-your-customer-data/
https://365.training
https://readyxrm.blog/2021/11/30/what-is-a-progressive-web-app/
https://powerusers.microsoft.com/t5/Power-Apps-Ideas/Share-Landing-Page-Configuration-from-Dynamics-365-for-Marketing/idi-p/1398843
https://readyxrm.blog
The post Portals and Progressive web apps with Nick Doelman first appeared on CRM Rocks.