CRM Rocks

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

Episode 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

Episode 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/

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

Episode 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

Episode 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 (@[email protected]) – TechHub

Scott Sewell – YouTube

Episode 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

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 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/

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.

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

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

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

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

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, she 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

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

Reza Dorrani, How to build Responsive Power Apps: https://www.youtube.com/watch?v=1o2L0DADzKQ

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

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

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

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/

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

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 is, how you can use it to automate your tasks and be more effective.

Bio

Nick is heavily focused on WordPress and the Microsoft Power Platform and is the author of two Power Automate connectors, Gravity Forms, and Power Form 7 (for Contact Form 7). He’s aiming to make using WordPress with Power Apps & Power Automate, pleasant, profitable, and enjoyable.
Nick is an accomplished software developer and president of Reenhanced, a company that has reviewed and tagged each and every one of the 585 Power Automate connectors at connectorreview.com.

Links

https://docs.microsoft.com/en-us/power-automate/desktop-flows/introduction

www.reenhanced.com

www.connectorreview.com

https://xkcd.com/1205/, Is It Worth the Time?

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 apps, and what to avoid the most obvious accessibility issues, by actually checking.

Bio

Mike is newly awarded Microsoft MVP and a big advocate and user of the Dynamics 365 and Microsoft 365 stacks, including the Power Platform (Power Apps, Power Automate and Data verse particularly) and Office 365.
Founder and co-host of The Things We Don’t Talk About podcast and frequent blogger, speaker and advocate of Mental Health and Accessibility. Believing in Capability, not Disability and Accessible By Design solutions and events.

Links

https://a11yproject.com

https://powerusers.microsoft.com/t5/Power-Apps-Ideas/Set-FocusBorderColor-to-the-same-as-HoverBorderColor-by-Default/idi-p/1329194

https://webaim.org/resources/contrastchecker/

Linked in: https://www.linkedin.com/in/mikebhartley/

Twitter: https://twitter.com/Hart365

Website/Blog: https://hart365.co.uk

Link Tree: https://linktr.ee/Hart365

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 partner and customers. Helena then goes through the steps included as IDEA, Inspire, Design, Empower and Achieve.

Bio

Since October 2016, Helena Fuchs has been the business area manager for Dynamics 365 and Power Platform at Microsoft Sweden. She has previously worked there as product marketing manager for Office 365 and has a background in sales and marketing in the hardware industry from Samsung and Dell.

She is passionate about the new opportunities created through cloud digitalisation and contributes to a better and smarter future

In her spare time, Helena is a sports fan who likes to spend time with family and friends. She sings in a choir and is constantly curious about things that can make life a little bit easier and above all more fun.

Links

https://dynamics.microsoft.com/en-us/microsoft-catalyst/

https://www.prosales.com/thesalesconference

https://www.linkedin.com/in/helenafuchs/

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 differentiates between chat channels and voice and then how it compares to Unified Service Desk.

Bio

EY Kalman has worked with Dynamics 365 since v3.0, over a decade, he is an IT geek who loves tech and gadgets. He is also a motorbiker, traveller, and former skydiver.

He runs his own weekly interview series with people from across the globe – ‘The Oops Factor’ and regular presents at community events.

Links

https://www.linkedin.com/in/thecrmninja/

https://twitter.com/thecrmninja

https://thecrm.ninja/

http://youtube.com/c/thecrmninja

https://www.businessinsider.com/amazon-customer-service-thor-2016-5?r=US&IR=T

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 to use that (or those). Reenhanced has made two Microsoft Certified connectors so Heidi explains the process and just how much testing is done, she continues to talk about how open source could be beneficial and what Independent connectors are how cool they can become. The show ends with some teasers about how good Desktop flows are.

Bio

Heidi Neuhauser is Director of CRM Projects at Reenhanced, a software company specializing in rescue projects. With more than ten years of experience in Microsoft CRM, she has a wide variety of industry and product knowledge working with organizations of all sizes (from small non-profit organizations to Fortune 100 companies) to implement CRM and train end users.

Heidi has a notable passion for Microsoft Dynamics and it shows in every project she works on. She volunteers regularly in the CRMUG community. She serves as Chair for the CRMUG Philadelphia Chapter, speaks at CRM industry events about best practices and provides webinar trainings for others in the CRM community.

Heidi has experience with CRM across multiple industries, including education, oil and gas, distribution, manufacturing, travel, insurance, construction, not-for-profit, software, manufacturing, government and transportation. Some of the integrations Heidi has managed and trained end users around include ClickDimensions, ActOn, Hubspot, Exact Target, call center integrations and a number of ERP integrations. Additionally, she has assisted multiple organizations to roll out Sales, Marketing and Service for the first time, helping them to leverage technology to gain user adoption of the system.

Links

https://flow.microsoft.com/en-us/connectors/

https://www.connectorreview.com/

https://www.youtube.com/channel/UCPeEG6XU1K1kD1Ccnm1B_qg

https://www.linkedin.com/in/heidineuhauser/

https://twitter.com/CRMHeidi

https://www.crmheidi.com/

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 just like her. She continues to talk about the Portal studio and how it helps everyone to make a portal easier. Ulrikke talked about some of the recent name changes and then explains what a custom list is, how much she loves branding and CSS and how bootstrap makes it all possible, with some help from her trusted friend the scout app.

Bio

Experience and interaction design, branding a visual design has been my passion and focus for the last 10 years. First through configuration and development of collaboration platforms on SharePoint. Now her attention is on Power Apps Portals and the development of web portals for customers service and partner collaboration. I thrive in tight collaboration with the customer in an operational and advisory role. I am organised, efficient and structured in my work, detail oriented, curious and I always have the end customer in mind. Being active in the Power Platform community, doing public speaking on events and helping others on their journey is something I love doing.

Links

Portal Zero to Hero (session 1):

https://www.youtube.com/watch?v=Bv3Pglc9qL8&list=PLY78FEdXz6KTQAHbpUrIC6koIjt2G1K7L

Session 2:

https://www.youtube.com/watch?v=t4BFDYLlR6Y&list=PLY78FEdXz6KQY5_h7xl5uPOY4pSNhGBCr

Ulrikke Akerbæk

https://ulrikke.akerbak.com/tag/zerotohero

https://ulrikke.akerbak.com/

https://www.linkedin.com/in/ulrikke

https://twitter.com/UlrikkeAkerbk

Victor Dantas

https://www.dantas.ca/home

https://www.youtube.com/channel/UCgn3O-PICzcnTbPMspefr8g

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 Intelligence and enriching data. Julian explains that this can tell you who your best customer is, and it’s never who you think it is. Julian continues with extension points like bring your own lake or your own or your own ML model.

Bio

Julian is a specialist and Trainer in Dynamics 365, Power Platform, and Azure solutions. He focuses on creating solutions for businesses making use of Microsoft Dynamics 365, Power Apps, Power Automate, Azure, and supporting technologies.
Julian has long had an interest in using AI to enhance the customer experience, using Cognitive Services, Bot Framework, and Azure Machine Learning.

Customer Insights brings this all together!

Links

Marketing page https://dynamics.microsoft.com/en-us/customer-data-platform/

Documentation https://docs.microsoft.com/en-us/dynamics365/customer-insights/

Julians learn collection https://docs.microsoft.com/en-us/users/julians/collections/n5p4a7yn4wnoex

Dataflows https://docs.microsoft.com/en-us/power-bi/transform-model/dataflows/dataflows-introduction-self-service

Azure Data Lake https://docs.microsoft.com/en-us/azure/storage/blobs/data-lake-storage-introduction

Common Data Model format in Azure Data Factory https://docs.microsoft.com/en-us/azure/data-factory/format-common-data-model

https://events.powercommunity.com/sessions/ai-in-dynamics-365-customer-data-platform/

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 tool is in Dataverse and where the different areas play into Dataverse and together form this application, he goes on with explaining how dual write works here and how virtual tables can be leveraged as well. The episode ends with how licenses work and how you really can lower your costs if you plan.

Bio

Antti is a Project Operations enthusiast and a CRM guy at heart, Antti loves giving back to the community.

Links

https://dynamics.microsoft.com/en-us/project-operations/

https://docs.microsoft.com/en-us/learn/modules/get-started-project-operations/

https://365.training/

https://365.training/Courses/Detail/IntroD365ProjectOperations

https://mymbas.microsoft.com/sessions/aec7b9cb-6190-4de6-b71a-89aa0e7dc0af?source=sessions

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 it for helping veterans, building a beer bot and choosing your own adventure for children at school lockdown, she continues to explain where you can publish your bot and how you can bring in a human when it fails.

Bio

Emma is a Power Platform Expert with over ten years’ experience in the industry with a passion for Sales and Marketing. Originally from Dublin, Ireland – she now resides in Philadelphia with her two cats – Oscar and Lewis.
Sometimes she builds cool bots with Power Virtual Agent

Links

https://docs.microsoft.com/en-us/power-virtual-agents/

https://tattooedcrmgirl.com/

Power Platform Community Conference, where Emma talks about ‘Building a Beer Bot.’

Matt Collins Jones: https://www.d365geek.co.uk/

https://twitter.com/TattooedCRMGirl

https://www.instagram.com/tattooedcrmgirl/

https://www.youtube.com/channel/UCgMAytReIRdIdmbmPvWC2cg

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 Customer, onboarding and referral sharing. The show ends with Markus asking about The Gathering and the Minecraft concert that Guro was involved in and responsible for putting together.

Bio

Guro has over ten years’ experience in IT, working in different roles varying from support and applications maintenance, event management, user experience, digital marketing, customer service and everything revolving around CRM-systems; she has for the last 8 years focused her career around CRM and Dynamics platform. Currently working as Solution Architect and Head of CRM in Avanade Norway.

Links

https://www.linkedin.com/in/gurofaller/

https://twitter.com/fullerfaller

https://docs.microsoft.com/en-us/dynamics365/industry/accelerators/overview

https://docs.microsoft.com/en-us/dynamics365/industry/accelerators/banking

https://cloudblogs.microsoft.com/dynamics365/no-audience/2019/07/17/microsoft-dynamics-365-banking-accelerator-is-now-generally-available/

https://appsource.microsoft.com/en/product/dynamics-365/msfsi.bankingcommondatamodel?tab=Overview

https://github.com/Microsoft/Industry-Accelerator-FinancialServices

Transforming Banking white paper

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 side form: https://docs.microsoft.com/en-us/power-platform-release-plan/2021wave1/power-apps/improved-navigation-model-driven-apps

App notifications: https://docs.microsoft.com/en-us/power-platform-release-plan/2021wave1/power-apps/model-driven-app-adds-in-app-notifications

Async save event: https://docs.microsoft.com/en-us/power-platform-release-plan/2021wave1/power-apps/async-onsave-events

Sales

Improvements to Pipeline: https://docs.microsoft.com/en-us/dynamics365-release-plan/2021wave1/sales/dynamics365-sales/pipeline-manager-workspace, https://docs.microsoft.com/en-us/dynamics365-release-plan/2021wave1/sales/dynamics365-sales/forecasting-pipeline-analytics

The new right side panel form, again: https://docs.microsoft.com/en-us/dynamics365-release-plan/2021wave1/sales/dynamics365-sales/enhanced-productivity-new-record-side-panel-form

Business Insights in calls: https://docs.microsoft.com/en-us/dynamics365-release-plan/2021wave1/sales/dynamics365-sales/provide-business-insights-top-type-sales-call

Automation and adaptive sequences: https://docs.microsoft.com/en-us/dynamics365-release-plan/2021wave1/sales/dynamics365-sales/automation-adaptive-sequences

Service

Scheduling include appointments: https://docs.microsoft.com/en-us/dynamics365-release-plan/2021wave1/service/dynamics365-customer-service/appointments-data-included-core-service-scheduling-solution

Update closed cases: https://docs.microsoft.com/en-us/dynamics365-release-plan/2021wave1/service/dynamics365-customer-service/configuration-allow-updates-cases-resolved-canceled-status

Marketing

AB Testing: https://docs.microsoft.com/en-us/dynamics365-release-plan/2021wave1/marketing/dynamics365-marketing/experiment-next-action-journey-optimize-results

Canvas Apps

Export PDF: https://docs.microsoft.com/en-us/power-platform-release-plan/2021wave1/power-apps/export-documents-pdf-canvas-app

Improved debugging capabilities: https://docs.microsoft.com/en-us/power-platform-release-plan/2021wave1/power-apps/improved-debugging-capabilities-canvas-app-monitor

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 the process from Talent to HR and where some of that has gone today and that the old Attract part now is in LinkedIn Talent Hub. Malin continues by giving her top new features on HR and why this might be the best Release Wave jet.

Bio

Malin Martnes works as Head of Dynamics 365 at Knowit Experience AS in Oslo, Norway. In July 2019 Microsoft recognised her contribution to the community with MVP status and in August 2020 she also became a Microsoft Certified Trainer.

Malin started working with CRM in 2009 and had become a CRM consultant by 2014. In 2018 she was introduced to Talent, now known as Human Resources… and loved it!

“When I first started the HR solution, I could hardly find any information about it. That’s when I decided to start blogging and holding presentations about this great system. I wanted to help other consultants and companies wanting to learn more about HR.”

One of Malin’s other interests is marketing, she started working with ClickDimensions in 2014 and also now works with Dynamics 365 Marketing. What better way to start exploring the new product that than writing a blog series comparing the two.

Malin’s blog, malindonosomartnes.com, focuses on Dynamics 365 Human Resources, Power Platform, ClickDimensions and Dynamics 365 Marketing!

Links

https://malindonosomartnes.com/

https://twitter.com/MalinMartnes

https://www.linkedin.com/in/malinmartnes/

Ana Ines, https://www.anainesurrutia.com/

Thierry Graulich, https://thierrysdynamics365fortalent.com/

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 licensing and how volume discounts now apply, last part is the name changes.

Bio

Jukka has been working with Microsoft business applications since 2005, starting his career with CRM version 3.0. He’s been blogging about CRM and other business applications topics for over a decade and has been awarded as a Microsoft MVP 8 times for his community contributions. Jukka is one of the co-founders of Forward Forever, a new Finnish company focused 100% on Power Platform based solutions and services.

Links

https://jukkaniiranen.com/

https://twitter.com/jukkan

https://forwardforever.com/blog/

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 get insights and Mark explains how and in what ways.

Bio

As a Power platform & Dynamics 365 Evangelist, he combines his understanding of business and software applications to demonstrate how technology can assist in digitally transforming organizations.

Links

https://docs.microsoft.com/en-us/power-platform/guidance/coe/starter-kit

https://www.nz365guy.com/

https://www.nz365guy.com/microsoft-business-applications-90-day-mentoring-challenge/

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 for their collaboration and how they now leverage Teams with PowerApps. Shane explains what Project Oakdale is and how you can use it to your advantages. Then Shane helps you avoid some common pitfalls and how you can get started with PowerApps in Teams, today.

Bio

Shane Young has been a Microsoft MVP for the past 15 years and was named one of the first Power Apps and Flow MVPs. Microsoft has awarded him this for his work speaking at major conferences on their behalf, contributions to their training and documentation, and for his YouTube channel that has almost 44 million minutes of watch time for teaching people Microsoft technologies. He uses his strong relationship with the Power Apps and Power Automate product teams at Microsoft to provide his clients with the best, most up-to-date information, and techniques for their apps. Shane has consulted on apps across the globe, with Antarctica being the only continent not covered. So if you know anyone who needs a polar bear app, please let him know. When Shane is not teaching or consulting, you can find him chasing his very active children all over the city of Cincinnati.

Links

Microsoft Power Platform Center of Excellence

Shane Young on YouTube

Microsoft Power Platform documentation

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 Business Applications MVP and Dynamics 365 CE Presales Director at RSM. She is a seasoned pre-sales and implementation consultant specializing in Microsoft Dynamics 365 Customer Engagement since 2011. Dian has been involved in solution designing, implementing, configuring and customizing several complex scenarios in various industry sectors. She has the unique ability to clarify CRM strategies and objectives: modeling and optimizing business processes, defining user requirements, designing fit for purpose and cost effective CRM solutions.  D365-CE modules: Sales, Custer Service, Marketing, Field Service, Project Service Automation, & Omni channel. Dian also works with Power Platform components like Power Automate, Power Virtual Agent, etc.

Links

https://docs.microsoft.com/en-gb/power-platform-release-plan/2020wave2/index

https://docs.microsoft.com/en-gb/dynamics365-release-plan/2020wave2/index

http://d365goddess.com/

https://d365goddess.com/dynamics-365-2020-release-wave-2-part-1/

https://www.youtube.com/d365goddess

https://www.youtube.com/watch?v=sQDJYWnZtPA

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 PCF in his recent projects, and how he built them and how PCF is the answer to all of his prayers.

Bio

Scott is a Microsoft Business Applications MVP specializing in Dynamics 365. He is a committed and passionate software architect & technologist. Scott is a regular speaker at conferences in the UK and abroad. His software career spans more than 20 years where he has moved from assembly language device driver programming, industrial control software and then into enterprise business applications.
Scott is the author of the Ribbon Workbench for Dynamics CRM/365. He is also the principle author of SparkleXRM, the open-source Rich Client library for Dynamics CRM. He lives near Oxford in the UK with his wife, Kerrie, and three children.

Links

https://docs.microsoft.com/en-gb/powerapps/developer/component-framework/overview

https://pcf.gallery/

Examples in github: https://github.com/microsoft/PowerApps-Samples/tree/master/component-framework

Soctt Durow on YouTube: https://www.youtube.com/user/skier273

https://learn.develop1.net/

https://learn.develop1.net/courses/pcf-for-model-driven-apps

https://github.com/scottdurow

https://10times.com/power-platform-nordic-summit-stockholm, 24 Oct 2020

Powerthon – Power Platform Developer PCF Saturday
Day 1
https://www.youtube.com/watch?v=86oosrEexOs
where Scott comes in:
https://www.youtube.com/watch?v=86oosrEexOs&feature=youtu.be&t=27236

Day 2
https://www.youtube.com/watch?v=idP66_QPvKM

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 can use her solution in all kinds a ways and how she has used it with Twitter and Instagram.

Bio

A newly fledged Business Applications Microsoft MVP and a dedicated ABC (Anything But Code) consultant who is passionate about extending and improving Dynamics Customer Engagement & Marketing with the mighty Power Platform. The end goal of which is to create enjoyable user experiences. Living the Dynamis 365 consultant life since my first day on the IBM graduate scheme and never looked back. Originally from the UK but relocated to Australia a year and a half ago for and change of scene and to avoid becoming a grown-up – I don’t plan on leaving anytime soon.

Links

https://www.linkedin.com/pulse/market-marketing-dynamics-365-part-one-amey-holden/

https://www.linkedin.com/pulse/bringing-instagram-dynamics-marketing-powered-flow-powerapps-holden/

https://www.linkedin.com/in/amey-holden

https://twitter.com/ameyholden

https://www.ameyholden.com/

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 stepping outside Business Applications using Cognitive services and empower your solution with azure machine learning studio.

Bio

Sheila Shahpari is a software engineer and Microsoft Business Applications MVP who currently serves as Chief Technology Officer of Paritta Group, a digital agency specialized in Customer and Employee experience solutions. She has served in many roles within the professional services industry starting her career as a programmer and software development consultant. Sheila also provides technical guidance and services to start-ups in the AI and business application space. She specializes in Enterprise Architecture, Delivery Leadership, Capability Development, CRM, Enterprise Search, AI, and Software Development. In her spare time, she is active in numerous technical communities, and is involved with various nonprofits. In addition, she is an active runner and musician (though not at the same time), and is currently attempting the title of whiskey connoisseur. 

Links

https://parittagroup.com/

https://www.linkedin.com/in/sheilashahpari/

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 conferences and got 1000 visitors for a webinar. Tim continues to talk about how they started with the first sales and got going and how that has transformed into today’s partner-focused selling.

Bio

Tim Spell is the CEO of OpenWater He is based in the Washington, DC area. As a CEO he is incredibly passionate about non-profit work and was previously at the consulting and accounting firm KPMG.

Links

https://www.getopenwater.com/

https://www.getopenwater.com/integrations/how-openwater-and-microsoft-dynamics-work-together/

https://appsource.microsoft.com/en-us/product/dynamics-365/msnfp.msftnonprofitcommondatamodel?src=office&tab=Overview

http://www.tradeshowsamurai.com/

https://www.amazon.com/Trade-Show-Samurai-Capturing-Leads/dp/1468168711

https://www.linkedin.com/in/timspell/

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

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
• Power Apps Portals
• Case resolution close dialog
• Data integrations
• Canvas components are generally available
• Forecasting improvements
• Kanban board
• Use business process flows in Office 365 apps

Bio:

Gustaf Westerlund, 8xMVP, Founder, CIO and Principal Consultant of CRM-Konsulterna. Primarily works as Solution Architect, bridging the gap between business and tech. With a deep understanding of both what it means to run a business and over 15 years experience of implementing Dynamics CRM/365 involved in probably close to 200 projects he has extensive experience from almost all industries and all sizes of business and organizations. Loves community and co-founded the Swedish Dynamics 365 User group and never misses any of the larger user group summits. Humanist that loves people and their ability to fully become their potential. Truly believes everyone has a place, they just need to find it!

Links:

Gustafs blog on Team Member License https://powerplatform.se/team-member-licensing-hammer-coming-down/

Gustafs MVP page

https://cloudblogs.microsoft.com/dynamics365/bdm/2020/01/27/2020-release-wave-1-plans-for-dynamics-365-and-power-platform-now-available/

https://docs.microsoft.com/en-gb/power-platform-release-plan/2020wave1/

https://docs.microsoft.com/en-gb/dynamics365-release-plan/2020wave1/

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, how you get started using the templates. What is the difference to the Event Portal in Marketing, licensing tips and tricks and more.

Bio

Nick Doelman is Microsoft Business Applications MVP, Microsoft Certified Trainer and Dynamic Communities All-Star award winner.  Nick’s has been engaged as a subject matter expert in over 100 Microsoft Dynamics CRM/365 and Power Platform projects covering a wide range of industries and sectors. Nick is currently an independent trainer, consultant, speaker, podcaster and blogger.

Nick is also a nationally qualified competitive Powerlifter and has competed at the 2018 and 2019 Canadian National Powerlifting Championships

Links

https://www.linkedin.com/in/nickdoelman/

https://docs.microsoft.com/en-gb/powerapps/maker/portals/overview

https://docs.microsoft.com/en-us/learn/paths/get-started-dynamics-365-portals/

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 are important. How to attract talent and build a support organisation and use Microsoft Partner to your benefits.

Bio

John is the Co-Founder and Chief Executive Officer of SalesSpark with overall responsibility for sales and marketing. SalesSpark is John’s 3rd startup in the Dynamics 365 CRM space. John was previously the founder and CEO of ClickDimensions, a provider of marketing automation solutions for Dynamics 365. John founded ClickDimensions in 2010 and lead the company through three years on the INC 500 (2015 – 2017) before selling to private equity firm Accel KKR. Prior to ClickDimensions, John founded and lead c360 Solutions, a provider of add-on solutions in the early days of Dynamics CRM. John sold c360 to a public company (China Dot Com) in 2006.

Links

https://twitter.com/getsalesspark

https://www.linkedin.com/company/salesspark/

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 Microsoft Dynamics arena. He has managed and co-owned several software companies and was Sales Director for Navision Software in The Netherlands.

Guus is co-founder and co-owner of QBS Group, the successful Value Add SMB Distributor for Microsoft Dynamics partners in the EMEA region, that support 750+ Dynamics partners in 25+ countries. Over the last 15 years Guus has delivered inspiring business training and presentations to hundreds of Dynamics partners and end-users all over the world. During the last years with a particular attention to business transformation and digital transformation.

Recently, Guus started a fresh new company called ‘Dynamics and More’. This company supports Microsoft Dynamics customers and partners with high impact services in the domains of Strategy, Digital Transformation, Marketing, Sales and Project Success.

Guus also is a member of the Partner Advisory Council for DIRECTIONS4PARTERS – the community of D365 BC partners in the EMEA and ASIA regions. 

Finally, Guus is a frequent speaker at various international Microsoft events like Inspire, eXtreme365 and DIRECTIONS (for partners) and the SUMMIT eventS of DYNAMIC Communities (for customers). His approach is perceived by both customers and partners as inspiring, creative and provocative – but always entertaining. 

Links

https://www.linkedin.com/in/guuskrabbenborg/

[email protected]

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 Release wave 2.

Bio

Guro has ten years’ experience in IT, working in different roles varying from support and applications maintenance, event management, user experience, digital marketing, customer service and everything evolving around CRM-systems; she has for the last seven years focused her career around CRM and Dynamics platform. Currently working as Head of CRM in Avanade Norway and Solution Architect.

Links

https://docs.microsoft.com/en-us/dynamics365/marketing/help-hub

https://dynamics.microsoft.com/en-us/pricing/#Marketing

https://dynamics.microsoft.com/en-us/marketing/overview/

https://www.linkedin.com/in/gurofaller/

https://twitter.com/fullerfaller

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 use Talent and the benefits they get out of it.

Bio:

Rachel Profit is a Microsoft MVP and started her career in Axapta version 2.5 more than 17 years ago since then she has been in various role regarding Dynamics AX and later Dynamics 365 F&O. Ranging various roles from IT Help Desk and training to implementing and solution Architect with a very strong background in the Retail, Manufacturing, Food and Beverage, and Life Sciences Industries. She is very passionate about training and helping users understand how to get the most out of their ERP implementation.

Links:

Rachels Blog: www.dynamics365lady.com

Twitter: www.twitter.com/rachelprofitt

LinkedIn: www.linkedin.com/in/rachelprofitt

Microsoft Dynamics 365 Talent Docs: https://docs.microsoft.com/en-us/dynamics365/unified-operations/talent/

Microsoft Ideas for Attract: https://experience.dynamics.com/ideas/categories/?forum=44d6c48a-95b0-e811-a96a-000d3a1bece3&forumName=Dynamics%20365%20for%20Talent%3A%20Attract

Microsoft Ideas for Onboarding: https://experience.dynamics.com/ideas/categories/?forum=569a7fb2-8327-e911-a95a-000d3a4f3883&forumName=Dynamics%20365%20for%20Talent%3A%20Onboard

Microsoft Ideas for Core HR: https://experience.dynamics.com/ideas/categories/?forum=ebe353d7-8327-e911-a95a-000d3a4f3883&forumName=Dynamics%20365%20for%20Talent%3A%20CoreHR

Dynamics Learning Portal eLearning for Talent: https://mbspartner.microsoft.com/ETL/Topic/87

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 how fun it is.

Bio:

Furqan Ali specializes in Dynamics 365 for Customer Engagement technology at Microsoft and is based in Stockholm, Sweden.

Furqan has been working with CRM systems for the past 13 years in which during the past 7 years he is associated with Microsoft CRM/ Dynamics/ CE. Furqan has a passion about automation and loves to see the smile on the customers

Links:

How to become a PFE

https://community.dynamics.com/crm/b/crminthefield

https://community.dynamics.com/crm/b/crminthefield/posts/pfe-dynamics-365-service-offerings

https://serviceshub.microsoft.com

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 sales module as a forecasting tool for PSA and how to use scheduling and billing. The talk ends with how the future for PSA might be.

Bio:

Dian Taylor specializes in Dynamics 365 for Customer Engagement technology and process at RSM in West Palm Beach, Florida. In this role as a Presales Consultant, she designs custom demonstrations for RSM prospects. Her prior experience in solution designing, implementing, configuring and customizing several complex scenarios in various industry sectors has helped her build relevant customer demos. She has the unique ability to clarify D365 strategies and objectives: modeling and optimizing business processes, defining user requirements, designing fit for purpose and cost effective D365 solutions

Links:

https://d365goddess.com/

https://twitter.com/D365Goddess

https://www.linkedin.com/in/diantaylor/

2019 release wave 2 for Project Service Automation

Microsoft Cloud Perspective

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 promoter score and of course if you can use emojis with it.

Bio:

Megan walker is a Microsoft MVP – Lead Consultant & Capability Manager, she is also more known as EmojiMegs and a big advocate for marketing, portals and forms.

Links:

https://meganvwalker.com/

Megan on Youtube

https://twitter.com/meganvwalker

Thank you for being part of the community

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 dashboard and how you can use that to then drill through to your data. Then Tessa explains that it’s available in all regions and can work with English data, where to find it, what is the licensing model and the road map for the future.

Bio:

Group Program Manager for Dynamics 365 Customer Service Insights, been in the group that is now called business applications in the last seven years.

Links:

https://aka.ms/CSInsights

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 adoption and change management is the key factor to a successful and optimal use of IT business systems. Making ClickLearn a cutting edge software and market leading e-learning authoring solution for business systems.

Links:

https://www.clicklearn.com/

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 to get going and how he started his journey into the platform.

Bio:

Rory Neary is a Chartered Accountant turned Power Platform consultant based in London / South Buckinghamshire, UK.

Rory has spent the early part of his career in finance audit and reporting roles and now specialises in PowerApps, Flow and the Microsoft BI stack. He is active in the Microsoft community posting related videos through the youtube channel, and he is a PowerApps community blogger on at https://powerusers.microsoft.com in addition to representing Microsoft across Europe as a Microsoft Power Platform trainer. Rory is also a community leader for https://dynamics365society.uk/ and you can freely download some of his stranger creations from the site.

He is passionate about the potential for using the new technologies on offer to bring order and simplicity to the things that are important to us both at home and at work.

Links

https://www.linkedin.com/in/roryneary/
https://twitter.com/azurerory
https://www.youtube.com/dataspinners
https://dynamics365society.uk/
https://twitter.com/search?q=%23poweraddicts
https://www.edx.org/course/analyzing-and-visualizing-data-with-power-bi-2
https://www.edx.org/course/developing-business-applications-with-microsoft-powerapps-cds-and-flow

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 CRM.

Bio:

Leon Tribe is a Business Applications community leader based in Sydney, Australia. His passion is “Helping others make the world a better place”, doing this through the intelligent use of technology to make them more efficient and effective. 

Leon has worked with CRM systems since the late 1990s and now works as the National Delivery director for PowerObjects in Australia. 

An engaging public speaker, his proudest moment was presenting to the Dynamics product team at Redmond on the competitive landscape of their product. 

In recognition of his passion and focus on Dynamics 365, Leon was awarded Microsoft’s Most Valuable Professional (MVP award) in 2009 and has been re-awarded every year since. 

Links:

https://www.powerobjects.com/

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/

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 a logic app and data integration project is.

Bio:

Ted is a Solution Architect and a Team lead at DXC. Working with one foot in business and one foot in technology.

Links:

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/data-entities/data-integration-cds
https://www.linkedin.com/in/tedohlsson/

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 all about.

BIO

Nick Fratello has 20+ years of experience in technology-enabled services, sales operations, and business management within successful IPO startups and Fortune 100 technology companies. He has lead business development, technology delivery, and client engagement functions in complex sales environments at StorageNetworks

Links
http://docs.microsoft.com/en-us/dynamics365/ai/
http://microsoft.com/ai
https://dynamics.microsoft.com/en-us/ai/
https://aka.ms/BusinessApplicationsYouTube
https://aka.ms/AllAboutBASE

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 is a Dynamics 365 Customer Engagement Business Consultant and a no-code queen whos passion is solving customer requirements using just configurations and therefore finding the best maintainable solution for each customer.

Links

Sara on twitter

Sara on Linkedin

Get in contact with Sara at https://saralagerquist.com

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 the most out of it.

Bio

Kirsten Edmondson Wolfe is the Senior Director, AppSource/Marketplace Product Marketing, Cloud & Enterprise Group. She is responsible for building market awareness, driving demand generation, and growing market share for the AppSource Marketplace. Prior to this role, Kirsten was the Global Industry Director for Public Sector within Microsoft Business Solutions.  Kirsten joined Microsoft from Deltek where she was the Vice President of Marketing for GovCon Business Unit.

Links

https://partner.microsoft.com/en-us/membership/isv-competency
Go-To-Market Services
https://appsource.microsoft.com/en-us/partners
https://www.linkedin.com/in/kedmondsonwolfe

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 work with Sharepoint documents and PowerBi Visuals inside Portals.

Bio
Chris is a Technical Solution Specialist and UX Lead for Provance Technologies who has recently been awarded the 2018/2019 Microsoft Inner Circle and Platform Partner of the Year Awards. Provance Technologies is an ISV that has built an IT Service Management Solution on Dynamics 365. Chris is all about helping customers achieve the most out of their Microsoft investments from Dynamics 365, Microsoft Portals, Flow, to PowerBI.

Links
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/administer-manage-portal-dynamics-365
http://colinvermander.com
https://www.engineeredcode.com/blog
https://www.linkedin.com/in/christophermahanes/
https://twitter.com/crmportaldude

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 product evangelism and spreading the Dynamics 365 message!

He is passionate about bringing people and product together to create an understanding and enthusiasm for customer relationships both internally in the workplace and externally with my customers and prospects.

Links
Microsoft docs on Custom Control Framework
Chris Huntingford video on youtube on custom control framework
PowerApps Bank

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 Dynamics 365 Customer Engagement.

Bio
Steve is a Microsoft Dynamics 365 MVP, CEO of forceworks who was recently one of the first partners to achieve the Gold ISV Competency and a former Microsoft Partner of the Year
A Former Salesforce.com consultant, who, after 10 years, saw the light in 2011, and moved to Dynamics CRM Online(now Dynamics 365)

Links
Steve on LinkedIn
Steve on Twitter
Steves blog

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? When did the pod not rock? How does Markus keep the energy for going 5 years?

Bio
Markus Erlandsson is a Tech Lead and Dynamics CRM Developer at Dynavigate, Markus likes to convert ideas into working systems, combined with the Certified Scrum Master education and the ability to lead a team.
Markus is a genuine and helpful individual who likes to have fun.

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 use Selenium or EasyRepro, then final notes on how to improve your plugin development with Plugin Trace viewer or the Canary plugin and the new release notes for October Release 2018

Bio:
Software developer since 1994.
Microsoft Dynamics 365 (CRM) since 2009.
XrmToolBox contributor since 2014.
Author of XrmToolBox tools: FetchXML Builder, Plugin Trace Viewer, Auto Number Manager, Latebound Constants Generator, Related Records Analyzer and Bulk Data Updater.
Also created Shuffle based tools for MSDyn365 DevOps.
Speaker at eXtreme365, D365 Saturday, Dynamics Bootcamp, xRMVirtual, D365UG.

Links:
WebResources Manager in XrmToolBox
Use Fiddler and Imposter to get files from disk
SparkleXRM
SolutionPackager
Dynamics 365 Build Tools for Visual Studio Team Services by Wael Hamze
SeleniumHQ Browser Automation
Configuration Migration Tool
EasyRepro, Microsoft Automated UI testing
Innofactor CRM CI Tools
Plugin Trace Viewer
Canary Plugin by Jonas Rapp
October 2018 Release notes
Jonas Rapp on Twitter
Jonas Rapps Blog

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 Social Sales and Marketing platform. Jon is best known as the co-founder of GoldMine Software Corp, one of the early pioneers in the Sales Force Automation (SFA) and Customer Relationship Management (CRM) software categories for Small to Medium sized Businesses (SMBs).

Links:
https://www.nimble.com/

 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 passionate software architect & technologist. Scott is a regular speaker at conferences in the UK and abroad. His software career spans more than 20 years where he has moved from assembly language device driver programming, industrial control software and then into enterprise business applications.
Scott is the author of the Ribbon Workbench for Dynamics CRM/365. He is also the principal author of SparkleXRM, the open-source Rich Client library for Dynamics CRM. He lives near Oxford in the UK with his wife, Kerrie, and three children.

Links:
Scott’s YouTube Channel
Scott’s add back Advanced Find
Microsoft Docs, Whats new?
Deprecation and other important changes

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 and Professional Speaker. He is a Dynamics 365 CRM MVP and holds the prestigious Certified Sales Professional Designation from the Canadian Professional Sales Association. He currently leads a CRM and Sales Coaching Practice with expertise in Process Design, Social Selling, Gamification, and Marketing Automation.

Link:
Rick on LinkedIn
Full Contact Selling homepage
LinkedIn Sales Blog

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 and how the new licensing works for Marketing as well as what is new for GDPR and compliance.

Bio:
Jukka works as a Dynamics 365 Tech Lead at Elisa, and is a Microsoft MVP for Business Solutions. He has 10+ years of experience from Microsoft Dynamics CRM and has been writing his Surviving CRM blog ever since the days of CRM v3.0.

Link:
https://blogs.msdn.microsoft.com/crm/2018/03/21/business-applications-spring-18-release-notes/
Release event
http://survivingcrm.com/

https://twitter.com/jukkan

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 as an independent consultant and trainer on Microsoft Dynamics 365 and earlier versions of CRM. In her spare time she hosts a class for people looking for make the leap into careers into Dynamics.

Links:
http://www.macgyvercrm.com/
Jon Levesque as pnwadventureguy on Twitter
https://flow.microsoft.com

Brittas workflow challenge, week1, week 2, week 3, week 4, week 5, week 6, week 7

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 is very active in the open source community. He contributes to the XrmToolBox (XrmToolBox.com) on a regular basis, is the creator of the XTB plugins “Early Bound Generator” and “Attribute Manager”, and also helps maintain the DefinitelyTyped TypeScript definition files. Daryl is also the creator of XrmUnitTest, an opensource C# Xrm Unit Testing / Framework Library, and a top Stack Overflow contributor for Crm related Tags. In addition Daryl works with fellow MVPs Julie Yack, David Yack, and Colin Vermander to maintain and advance the XrmVirtual User Group, as a Presenter, Host, and Twitter curator.

Links:
Daryl LaBar on YouTube
Raise the Bar, playlist
Daryl LaBar on Twitter

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 project management and change management within many different industries. She is a driving force in planning, executing and reporting. She has studied and worked in the USA, Germany & Japan. The international experience both as a student and as a consultant is essential when having coworkers from the whole world. Her Specialties are: Change Management, Project Management and as Workshop leader

Links:
Maria Nordh on LinkedIn

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 your own.

Bio:
Julie Yack is a Colorado-based Microsoft Business Solutions MVP serving clients across the globe, providing training, implementation, analysis and insight for companies wanting to take their service to the next level. Julie’s blog, www.julieyack.com, addresses pertinent topics of the day, ranging from Dynamics to technology in education to travel to voting rights. Julie is an accomplished author and publisher with several books on different technologies under her belt. Julie is a community leader, nationally, locally and online, serving on education committees and curriculum boards in Colorado and as a founding member of SouthColorado.net and xRMVirtual online. She knows how important it is to have your voice heard and has been honored to speak to elected officials at the US Capitol and to the Executive Staff at the White House on topics of technology legislation and the importance of STEM education in our k to 12 schools. Julie loves to spend her free time traveling with her husband and kids.

Links
CRM UG Summit
CRM UG Summit EMEA
Focus Event
eXtreme 365
CRM Saturday
Denver Dev Day
Microsoft Technical Community
Search for CRM UG chapters

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 and avoid any unnecessary manual steps.

Bio:
Sara Airgood is a Dynamics Consultant and Business Analyst with a passion for CRM. Working with all versions of the product since 4.0 over the past 7 years, she has enjoyed witnessing and participating in the evolution of Dynamics CRM/xRM/365. She finds configuration-only solutions when possible to meet requirements.

Links
xRMVirtual User Group meeting with Sara Airgood
https://www.linkedin.com/in/saradeuser/

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, how to build your own XrmToolBox plugin. Then as usual with great powers comes great responsibilities.

Bio

Jonas has been a Software developer since 1994 and has been working with Microsoft Dynamics CRM since 2009.

He is a XrmToolBox contributor since 2014 and author of FetchXML Builder and Plugin Trace Viewer for XrmToolBox, and Shuffle based tools for Microsoft Dynamics 365 DevOps. Jonas continues to deliver value adding open source tools for the Dynamics 365 platform, with the Auto Number Manager as the latest addition,

He has been speaking at CRM Saturday and eXtreme365.

Links
http://www.xrmtoolbox.com/
http://fxb.xrmtoolbox.com/
http://jonasrapp.innofactor.se/
http://twitter.com/rappen/

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 how to consider sensitive data and what solutions there are in Dynamics CRM.

Bio
Mohamed Mostafa is a Microsoft Most Valuable Professional who focuses on Architecting, Leading and Delivering Dynamics 365 Technology enabled Business Solutions and Digital Transformation programmes. He has been focusing on Microsoft Dynamics CRM for more than 12 years. He has led and delivered Dynamics programmes across various Industries and Sectors leading both onshore and offshore teams. Mohamed is also a regular speaker.

Links
Microsoft Trust Center about GDPR
Mohamed Mostafa blogposts about GDPR

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 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 Social Sales and Marketing platform. Jon is best known as the co-founder of GoldMine Software Corp, one of the early pioneers in the Sales Force Automation (SFA) and Customer Relationship Management (CRM) software categories for Small to Medium sized Businesses (SMBs).

Links
PowerObjects CRM University

Nimble

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 common pitfalls.

Bio
Brian currently is the worldwide sales leader at Microsoft specific to the Sales Force Automation workload for Dynamics 365 and LinkedIn. He has been at Microsoft for 10+ years in various selling and marketing leadership roles helping customers make the digital transformation journey through making every customer engagement an intelligent one, to sell effectively, care everywhere, and market smarter. He was born and raised in the Pacific Northwest and holds a Bachelor of Science in Computer Science/Business from the University of Puget Sound. You can follow him on LinkedIn or twitter.

Links
PowerObjects CRM University

https://www.microsoft.com/en-us/dynamics365/relationship-sales-solution,
https://www.microsoft.com/en-us/dynamics365/business-forward,
http://www.linkedin.com/in/briangalicia,
https://twitter.com/briangalicia

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 is Worldwide Field Service Leader and a 20-year veteran of the CRM Community. Ben was one of the first field resources dedicated to Dynamics CRM and has been involved with Dynamics CRM since the V1 Alpha. Prior to Microsoft, Ben has worked with a variety of CRM and Field Service solutions. Some of the notable customers he has helped get value from Dynamics include WellCare, Tyco, CSX and Raymond James. He has been involved with Dynamics CRM in a wide variety of roles.

Links
PowerObjects CRM University

IoT Demo Workshop, Hands On Lab

Dynamics Learning Portal

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 working with Dynamics for 12 years and counting. Since version 1.2 and with CRM systems in general for 17+ years. He is now a Sr. Solution Architect with Elev8 Solutions with a passion for visualizing data and getting the most knowledge and insights out of it. Been writing on CRMChartGuy for just over 4 years and did the first Dynamics 365 trainings in Africa and the Middle East

He has done a number of Business Intelligence and Power BI classes for Microsoft including eXtreme 365 where he got voted best speaker on the technical track

Links
PowerObjects CRM University

https://crmchartguy.wordpress.com/
Power BI Guided Learning

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 a Microsoft MVP in Office Development and Microsoft Technology Ambassador, and Chapter Leader of CRM Saturday for Italy and Switzerland. A regular speaker at international conferences, including Microsoft Ignite, NDC, BASTA, API World and the European SharePoint Conference, Stefano’s interests span across Cloud, Mobile and IoT applications. He can be reached via his personal web site http://tempesta.space/

Links
Azure Machine learning algorithm cheat sheet

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 Projects doing?

Bio:
Jukka works as a CRM Consultant at Digital Illustrated Finland, and is a Microsoft MVP for Business Solutions. He has 10 years of experience from Microsoft Dynamics CRM and has been writing his Surviving CRM blog ever since the days of CRM v3.0.

Links:
CRM UG EMEA Summit, Surviving CRM

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 200 implementations under her belt.  She has been awarded Microsoft Dynamics CRM MVP the last 4 years and has been named one of CRM User Group’s All-stars. Her passion is speaking to groups about CRM best practices, architecture and design, marketing, training, and user adoption.

Links:
CRM UG EMEA Summit, PowerObjects Education

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

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 difficult. If you cannot find him online poking crmtipoftheday.com or crm.audio, it must be a rare occasion when he sleeps, spends time with his family or travels from A to B.

Links:
What’s new for developers: Microsoft Dynamics 365, XRM Tools and XRM tooling

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 partner, passionately working @ Microsoft

Links:
Microsofts Live Event on Dynamics 365, Summary blog post on live event, Microsoft Integration Roadmap, Project Madeira Preview, Microsoft Azure Pack Overview, Microsoft Azure Pack features, Microsoft Dynamics CRM Online patterns & principles for solution builders, Microsoft Business Intelligence – our reporting roadmap

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 solutions for customers in Australia. Andre is a current Microsoft Dynamics CRM MVP for his contribution in Dynamics CRM community and has been actively contributing through CRM User Group, Blogs and Forum since 2011.

Links:
Microsoft Learning (Booster Pack), Dynamics Certification List, Andre’s Blog, CRM MB2-703 Study Guide (CRM 2013 Customization and Configuration), Melbourn User Group, Dynamics Learning Portal, Microsoft Dynamics CRM 2016 Customization by Nicolae Tarla

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

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

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, Organization Insights dashboard and Power BI.

Links:
Organization Insights dashboard, Powerobjects Videos (POTV), Powerobjects on linkedin, Twitter

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

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, Merial Case B2C Email Marketing Programs

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

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 of research, data, analysis, training, consulting, events and online resources.

Articles written by Therese for Internetworld (Swedish)

Therese’s blog (Swedish)

CRM UG, and their first congress in Europe

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 YouTube
Mitch on LinkedIn
Jason Lattimers CRM Rest Builder Post, and actual Tool

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

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

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

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

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

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

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

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

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 and a business brand at the same time.

http://www.facebook.com/nordicstreetfood
http://www.forbes.com/powerful-brands/list/

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

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

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
http://jonasrapp.cinteros.se/2012/10/crm-plugins-retrieve-children-during.html
http://jonasrapp.cinteros.se/2012/10/CascadeDelete1.html
http://jonasrapp.cinteros.se/2012/10/CascadeDelete2.html
http://twitter.com/rappen 
Durham Police using Dynamics CRM

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 and using connections to custom entities
http://www.ideaconference.com/
http://clickdimensions.com/blog
http://twitter.com/ClickDimensions

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. How could you segment your customers and what might be important to you? Is CRM only for customer?

Links:
http://niiranen.eu/crm/
Surviving CRM

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/

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

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 final episode of the Dynamics Marketing series where Markus talks to Christian Abeln about Platform Aspects of Dynamics Marketing

Markus talks to Christian Abeln about Analytics and Reporting in Dynamics Marketing

Markus continues the Dynamic Marketing mini series with Christian Abeln, where they talk about integrating to Dynamics Marketing

Markus Talks to Christian Abeln a Senior Program Manager at Microsoft about Lead scoring and management in Dynamics Marketing

Markus and Christian Abeln continues the Dynamics Marketing journey with Lead Nurturing

Markus Erlandsson talks to Senior Program Manager at Microsoft in Denmark, Christian Abeln about the new product Dynamics Marketing.

Links:
http://adoptionmeasurements.codeplex.com

Markus talks to Julie Yack about Countinuous Improvments and how you get started in CRM

Links:
http://www.ineta.org/
http://www.xrmvirtual.com/

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/

Markus talks to CRM Coach Siska Bossuyt about the concept of The Leaky Funnel

Links:
Siska Bussoyt on LinkedIn

Links:
http://www.north52.com/

Links:
http://www.insideview.com/

Markus talks to Duco Boer from Wavextend about their producs for Dynamics CRM.

Links:
http://wavextend.com/en

While at eXtremeCRM in Barcelona Markus talks to ISV Steer about their product Steer Cource

Links
http://www.steer.no/

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

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 page, CRM UG

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 tips.

Links:

Mitch Blog:
http://blogs.infinite-x.net

His books:
CRM Deep Dive: Security, The CRM Field Guide

Zag: A day in the life of a unicorn
http://www.mitchmilam.com/2010/11/04/zag-a-day-in-the-life-of-a-unicorn/

XrmSvcToolkit
http://xrmsvctoolkit.codeplex.com/

CRM 2011 Web Resource Linker/Publisher
http://webresourcelinker.codeplex.com/

CRM Solution Manager
http://crmsolutionmanager.com/

Export CRM 2011 Web Resources
http://blogs.infinite-x.net/?download=CRMExportJavaScript2011

Markus Erlandsson talks to Ivan Stano from Resco about Mobile CRM and the new features from Microsoft and Resco

http://www.resco.net/mobilecrm

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.

Episode 1: Markus Erlandsson talks to Gustaf Westerlund from CRM-Konsulterna about the existing and lacking tool support from Microsoft.