CRM Rocks

CRM Rocks

Markus Erlandsson

CRM Rocks is a podcast that focuses on Dynamics CRM and discussions about what you could do within the scope of customer relationships.

Student ambassador program with Pablo Veramendi

Student ambassador program with Pablo Veramendi

Pablo Veramendi Episode 146: Markus Erlandsson and Malin Martnes chatted about the student ambassador program with Pablo Veramendi from Microsoft. Pablo started by explaining the program and how easy it is to get started. He then continued by explaining how the program works, the milestones within it, and the type of personas it’s built for. Bio Passionate about building meaningful communities and thrives on creatively leveraging technology to develop innovative solutions and help others belie

Feb 14, • 53:32

Microsoft MVP Program with Tina Stenderup-Larsen

Microsoft MVP Program with Tina Stenderup-Larsen

Tina Stenderup-Larsen Episode 145: Markus Erlandsson and Malin Martnes chatted about the MVP

Jan 14, • 58:40

Ignite 2024 Review with Vivian Voss

Ignite 2024 Review with Vivian Voss

Vivian Voss Episode 144: Markus Erlandsson and Malin Martnes chatted with Vivian Voss who attended Ignite 2024 in Chicago. Vivian starts by explaining the scale of the 20,000-person event. Then she continues by explaining some of the news on the Power Platform side, like the new Power Platform admin page and news to the Power Ap

Dec 14, 2024 • 45:33

Opportunities the power platform and the community give with Duke DeVan

Opportunities the power platform and the community give with Duke DeVan

Duke DeVan Episode 143: Markus Erlandsson and Malin Martnes chatted with Duke DeVan from RSM about the Opportunities the power platform and the community offer. Duke started by explaining how he was cooking competitively, joined Power Platform Community forums, and began speaking at conferences. Bio

Nov 14, 2024 • 52:55

It’s Power Automate not Power Integrate with Mats Necker

It’s Power Automate not Power Integrate with Mats Necker

Mats Necker Episode 142: Markus Erlandsson and Malin Martnes chatted with Mats Necker from knk Customer Engagement about Power Automate. Mats started by explaining how he convinced speakers to dye their hair at Color Cloud Hamburg. When discussing Power Automate, Mats is passionate about its power and all the abilities that it has, however, some drawbacks make it less suitable as an integration tool. He ends the episode with a discussion of both how we can help with improving a common community

Oct 14, 2024 • 54:27

Power Platform Adoption Gone Wrong with Edit Kapcari

Power Platform Adoption Gone Wrong with Edit Kapcari

Edit Kapcari Episode 141: Markus Erlandsson and Malin Martnes chatted with Edit Kapcari from ORBIS SE about Power Platform Adoption Gone Wrong. Edit started by explaining why the Why is so important and why that is the top 1 failing in adoption. Bio I have been part of the Microsoft ecosystem since mid-2017. My journey started as a Dynamics 365 Developer, focusing mainly on Sales with some involvement in Service. In 2018, I was introduced to Power Platform at a Microsoft Germany Partner Hackat

Sep 14, 2024 • 53:01

The Art of Customer Insights with Pauline Kolde

The Art of Customer Insights with Pauline Kolde

Pauline Kolde Episode 140: Markus Erlandsson and Malin Martnes chatted with Pauline Kolde from Cluster Reply about the art of customer insights. Pauline starts by explaining how she got into Customer Insights and got to where she is today. She then continues to talk about the current trends in customer data management and how data quality is at the heart of marketing. Bio Hey there! I am a Dynamics 365 and Customer Experience consultant for more than 6 years now. Since Dynamics 365 Marketing

Aug 14, 2024 • 53:50

Microsoft Fabric with Scott Sewell

Microsoft Fabric with Scott Sewell

Scott Sewell Episode 139: Markus Erlandsson and Malin Martnes chatted with Scott Sewells from Microsoft about Microsoft Fabric, Power BI and Power Platform, Dataverse. Scott starts by explaining what Microsoft Fabric is and how Power BI fits in. Bio I am passionate about helping users gain insights and value from their Dataverse data with the incredible Microsoft Fabric suite of data tools. In my role as a Principal Program Manager at Microsoft, I leverage my expertise in Fabric, Power BI, and

Jul 14, 2024 • 52:06

FastTrack Recognised Solution Architect with Matt Collins-Jones

FastTrack Recognised Solution Architect with Matt Collins-Jones

Matt Collins-Jones Episode 138: Markus Erlandsson and Malin Martnes chatted with Matt Collins-Jones from Capgemini about his FastTrack Recognized Solution Architects in Power Automate. Matt posted a video a day on YouTube for more than a year. Matt starts by explaining his journey to the recognition and then what he has learned. Bio A hardworking, Power Platform enthusiast, who loves to be challenged. An avid student and teacher, I volunteer to organise and present at numerous community events

Jun 14, 2024 • 47:24

Building XrmToolBox Plugins with Carl Cookson

Building XrmToolBox Plugins with Carl Cookson

Carl Cookson Episode 137: Markus Erlandsson and Malin Martnes chatted with Carl Cookson about the plugins he made for XrmToolBox. Carl has written 7 plugins and contributed to two others. Carl starts by explaining what XrmToolBox helps with and how he has written multiple plugins. Bio As a driven, proven Solution Architect, I provide platforms and solutions to enterprises and large organisations. Passion and commitment to Microsoft technologies lead to the best possible digital solutions for cl

May 14, 2024 • 37:25

Dual write with Yannick Reekmans

Dual write with Yannick Reekmans

Yannick Reekmans Episode 136: Markus Erlandsson and Malin Martnes chatted with Yannick Reekmans from Qubix about Dual write. Yannick starts by explaining what Dual write is, what it is supposed to do and how it functions, then he begins to explain how the lack of documentation is making it hard to work with this great technology, harder than it needs to be. Bio Yannick a Microsoft 365 & Business Applications MVP was born and raised in SharePoint, starting his career in 2011 when SharePoint 2010

Apr 14, 2024 • 1:03:35

Unique field service customer cases with Mark Christie

Unique field service customer cases with Mark Christie

Mark Christie Episode 135: Markus Erlandsson and Malin Martnes chatted with Mark Christie from Proximo3 about unique field service customer cases. For the first time, we had to use a warning to sensitive listeners. Mark shared some of his experiences while working with some interesting and unusual field service cases. Bio Mark Christie has 19 Years of Microsoft Dynamics experience. Having initially worked in a Technical Support capacity he quickly moved into Consultancy and then onto an advisor

Mar 14, 2024 • 40:01

2024 Release Wave 1

2024 Release Wave 1

Episode 134: Markus Erlandsson and Malin Martnes have collected three guests from their respective fields, Ben Vollmer about Field Service, Tricia Sinclair about Customer Service, and Benedikt Bermann about ALM. The episode finished with Malin Martnes sharing her best things in Customer Insights and Sales. The post 2024 Release Wave 1 first appeared on CRM Rocks.

Feb 14, 2024 • 1:12:00

Building an MVP Business with Kathrine Hogseth

Building an MVP Business with Kathrine Hogseth

Kathrine Hogseth Episode 133: Markus Erlandsson and Malin Martnes chatted with Kathrine Hogseth about being the CEO of a successful business, where most of the business applications MVP’s in Sweden work. Has she made CRM-K an MVP-factory or, do they get MVP’s because of the mindset she’s implemented in the company? What is that mindset? As the company’s CEO, how does she make sure they hire the right people? We finish the show talking about Malin’s new favourite Christmas song, see the link sec

Jan 14, 2024 • 38:34

Customer Insights with Malin Martnes

Customer Insights with Malin Martnes

Malin Martnes Episode 132: Markus Erlandsson discusses with Malin Martnes about the new Customer Insights. Malin starts by explaining what the change from old Customer Insights and Marketing is and how it affects customers. Malin provides her insights into what she thinks about this change, how the license will change and a bit about all the new features that are coming in the next months. Bio Malin Martnes is passionate about helping businesses succeed in the ever-evolving world of marketing

Dec 14, 2023 • 48:51

Directions Review with Andrew Bibby and Malin Martnes

Directions Review with Andrew Bibby and Malin Martnes

Andrew Bibby and Malin Martnes Episode 131: Markus Erlandsson has a discussion with Andrew Bibby and Malin Martnes, or does he? Malin is taking over the episode and is interviewing Markus and Andrew about the Directions for Partners EMEA 2023 conference, which has a Business Central-focused conference. Why did we go? What did we learn? Bio Andrew: I’m part of the team of experts at Proximo 3, a specialist Microsoft consulting company. Our team provides consultancy and advice on Dynamics 365 CRM

Nov 14, 2023 • 47:45

Security and Governance with Foyin Olajide-Bello

Security and Governance with Foyin Olajide-Bello

Foyin Olajide-Bello Episode 130: Markus Erlandsson has a discussion with Foyin Olajide-Bello from Avanade about Governance and Security in the Power Platform. Foyin provides her insights with some do’s and don’ts, where she talks about environment strategies and what happens if you just use the default environment. Then Foyin continues into security where she discusses tenant isolation DLP and more. Bio Foyin is a passionate, self-driven Solutions Architect who has an insatiable desire to make

Oct 14, 2023 • 36:59

10 Years of CRM Rocks

10 Years of CRM Rocks

CRM Rocks Episode 129: Markus Erlandsson thanks everyone for the 10 Years and invites a couple of guests to join in the celebration of CRM Rocks. The post 10 Years of CRM Rocks first appeared on CRM Rocks.

Sep 14, 2023 • 15:57

2023 Release wave 2 with Benedikt Bergmann

2023 Release wave 2 with Benedikt Bergmann

Benedikt Bergmann Episode 128: Markus Erlandsson engages in a discussion with Benedikt Bergmann from CRM-Konsulterna about what is new in the 2023 release wave 2. Benedikt provides his insights into what he thinks are important changes and Markus gives his points. Bio Benedikt works as a Power Platform Consultant at CRM Konsulterna in Dynamics 365 CE and Power Platform.He started his career as a developer of .Net custom applications and frontend development.He has been working exclusively with

Aug 14, 2023 • 1:19:15

PCF in 2023 with Diana Birkelbach

PCF in 2023 with Diana Birkelbach

Diana Birkelbach Episode 127: Markus Erlandsson and Heidi Neuhauser engage in a discussion with Diana Birkelbach from Orbis regarding what is new in PCF. Diana provides insights into the evolution of PCFs lately and how they have changed towards the better, she then continues to go through the different variants to help us understand. Bio Diana Birkelbach is a Microsoft Business Application MVP from Germany. She works as a Principal Software Architect at ORBIS SE. She has over 20 years of exper

Jul 14, 2023 • 51:26

Copilot for Power Platform and D365 with Lisa Crosbie

Copilot for Power Platform and D365 with Lisa Crosbie

Lisa Crosbie Episode 126: Markus Erlandsson and Heidi Neuhauser engage in a discussion with Lisa Crosbie from Barhead Solutions regarding the upcoming Copilot for Power Platform and Dynamics 365. Lisa provides insights into the evolution of AI features within the platform and where they show up, she then continues to talk about where the copilot can be the most useful for both makers and users. Bio Lisa Crosbie is known for her contagious enthusiasm for low code technology, Power Platform, and

Jun 14, 2023 • 43:27

Cloud for healthcare with Jim Novak

Cloud for healthcare with Jim Novak

Jim Novak 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 healthca

May 14, 2023 • 52:03

User Adoption and Learning Methodologies with Asif Rehmani

User Adoption and Learning Methodologies with Asif Rehmani

Asif Rehmani 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.

Apr 14, 2023 • 36:53

Best of 2023 Release Wave 1

Best of 2023 Release Wave 1

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.

Mar 15, 2023 • 43:28

Portals to Pages with Nick Doelman

Portals to Pages with Nick Doelman

Nick Doleman 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 Plat

Feb 14, 2023 • 51:39

Power BI and Dataverse with Scott Sewell

Power BI and Dataverse with Scott Sewell

Scott Sewell 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 – Fi

Jan 14, 2023 • 59:39

State of Dynamics CRM in 2022

State of Dynamics CRM in 2022

Jason Gumpert 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,

Dec 14, 2022 • 58:00

Partner Talk with Rick McCutcheon

Partner Talk with Rick McCutcheon

Rick McCutcheon 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 partn

Nov 14, 2022 • 36:56

DynamicsCon debrief with Molly Fuschel

DynamicsCon debrief with Molly Fuschel

Molly Fuschel 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

Oct 14, 2022 • 33:57

Viva Sales with Chris Cognetta

Viva Sales with Chris Cognetta

Chris Cognetta Episode 117: Markus Erlandsson and Heidi Neuhauser have a chat with Chris Cognetta from congruentX about Viva Sales. Chris starts by explaining the Viva brand as a whole and how Viva Sales join into that, then Chris explains Viva Sales features and it is now a lot easier to use advanced AI features to turn conversations into actions. Bio Chris Cognetta is the Chief Technology and Innovation Officer for congruentX.  Chris is based in Tampa, Florida, originally from New York growin

Sep 14, 2022 • 44:23

Best of 2022 Release Wave 2

Best of 2022 Release Wave 2

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, up

Aug 18, 2022 • 38:40

Best of 2022 Release Wave 2

Best of 2022 Release Wave 2

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, up

Aug 16, 2022 • 38:40

Power CAT with Phil Topness

Power CAT with Phil Topness

Phil Topness Episode 114: Markus Erlandsson and Heidi Neuhauser have a chat with Phil Topness from Microsoft about Power CAT. Phil starts with explaining what Power Customer Advisory Team is, and what they do. Who the customer is for CAT and how they do what they do. Bio Phil is irrationally excited about applying technology to help people better do what they need to do. He helps the world’s largest organizations maximize their results from Microsoft Power Platform as part of the Power Platfor

Jul 14, 2022 • 50:03

Dataverse vs SharePoint with Michael Roth and Malin Martnes

Dataverse vs SharePoint with Michael Roth and Malin Martnes

Michael Roth Malin Martnes Episode 114: Markus Erlandsson and Heidi Neuhauser have a chat with Michael Roth and Malin Martnes about Dataverse vs SharePoint as a data source in power apps. Michael starts with how he comes from SharePoint and M365 world and reaches out for help on Power Apps, to find help in Malin Martnes. Bio Michael demonstrates achievable quick wins and focuses on an overall strategy to sustainably implement the concept of continuous citizen development throughout the organis

Jun 14, 2022 • 54:12

Custom Pages with Lisa Crosbie

Custom Pages with Lisa Crosbie

Lisa Crosbie Episode 113: Markus Erlandsson and Heidi Neuhauser have a chat with Lisa Crosbie from Barhead Solutions about custom pages. They discuss what custom pages are, how you can use them and how they differ from canvas apps. Bio Lisa has a contagious enthusiasm for low code technology and making it possible for anyone to get started with Power Platform and Dynamics 365.Lisa has taken a career journey from being a Dynamics 365 customer and a business user doing unspeakable things with Exc

May 14, 2022 • 55:50

Agile CRM with Neil Benson

Agile CRM with Neil Benson

Neil Benson Episode 112: Markus Erlandsson talks to Neil Benson from Customery about Agile CRM, where Neil shares how he makes estimates, handles tricky situations reduces fears of changes. He also talks about how customers can be good product owners. Bio Neil’s on a mission to help Microsoft customers and partners build agile business applications. He’s well known for his LEGO inspired content in his videos, training courses and even his podcast cover art. He’s been building Microsoft business

Apr 14, 2022 • 46:16

Security horror stories with Kylie Kiser

Security horror stories with Kylie Kiser

Kylie Kiser Episode 111: Markus Erlandsson and Heidi Neuhauser have a chat with Kylie Kiser from Hitachi. They discuss what kind of security horror stories all three of them has experienced. Kylie shares the story of sharing and how it did impact performance, Heidi shares the story about creating a new security role, and they all discuss if backs, Data Loss Prevention or conditional access can help. Bio Kylie Kiser is a Power Platform enthusiast who has been working with Microsoft technologies f

Mar 14, 2022 • 1:01:30

Learning Dynamics with Nancy Tandy

Learning Dynamics with Nancy Tandy

Nancy Tandy Episode 110: Markus Erlandsson and Heidi Neuhauser have a chat with Nancy Tandy from Microsoft. They discuss learning opportunities on Microsoft Learn, certification process, Learn TV and Chuck Norris jokes. Nancy starts with listing some of the learning offerings from Microsoft, then she goes more into details about Learn TV and what content is made available there Nancy continues to explain what the most popular topics are on Learn Bio Nancy Tandy is a Sr. Business Strategy Manager

Feb 14, 2022 • 48:25

Portals and Progressive web apps with Nick Doelman

Portals and Progressive web apps with Nick Doelman

Nick Doelman Episode 109: Markus Erlandsson and Heidi Neuhauser talks to Nick Doelman from Microsoft about Portals and the last year news for Power Apps Portals. From enablers such as Web API, PCF components and CLI to multiple portals, data verse search and progressive web apps. Bio Nick has recently joined Microsoft as a senior content developer focused on developing content for Power Apps portals, he is also a Microsoft Certified Trainer and Dynamic Communities All-Star award winner. Nick is

Jan 14, 2022 • 1:03:44

Robotic Desktop Automation with Nick Hance

Robotic Desktop Automation with Nick Hance

Nick Hance 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

Dec 14, 2021 • 47:34

Accessibility with Mike Hartley

Accessibility with Mike Hartley

Mike Hartley 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 an

Nov 14, 2021 • 48:39

Catalyst with Helena Fuchs

Catalyst with Helena Fuchs

Helena Fuchs 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 be

Oct 14, 2021 • 0:00

Omnichannel with EY Kalman

Omnichannel with EY Kalman

EY Kalman 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. document.createElement('audio'); https://media.blubrry

Sep 14, 2021 • 0:00

Connector Bonanza with Heidi Neuhauser

Connector Bonanza with Heidi Neuhauser

Heidi Neuhauser 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 don

Aug 14, 2021 • 0:00

Portal Zero to Hero with Ulrikke Akerbæk

Portal Zero to Hero with Ulrikke Akerbæk

Ulrikke Akerbæk 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

Jul 14, 2021 • 0:00

Customer Insights with Julian Sharp

Customer Insights with Julian Sharp

Julian Sharp 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

Jun 14, 2021 • 0:00

Project Operations with Antti Pajunen

Project Operations with Antti Pajunen

Antti Pajunen 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 w

May 14, 2021 • 0:00

Power Virtual Agent with Emma D’Arcy

Power Virtual Agent with Emma D’Arcy

Emma D’Arcy 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 yo

Apr 14, 2021 • 0:00

Banking Accelerator with Guro Faller

Banking Accelerator with Guro Faller

Guro Faller 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

Mar 14, 2021 • 0:00

2021 Release Wave 1

2021 Release Wave 1

Markus Erlandsson 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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-98-2021-release-wave-1.mp3 Links: https://twitter.com/MarkusErlandsso https://www.linkedin.com/in/markuserlandsson/ Power Apps New Relevance

Feb 14, 2021 • 0:00

Human Resource with Malin Martnes

Human Resource with Malin Martnes

Malin Martnes 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 featu

Jan 14, 2021 • 0:00

State of Dynamics CRM in 2020 with Jukka Niiranen

State of Dynamics CRM in 2020 with Jukka Niiranen

Jukka Niiranen 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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-

Dec 14, 2020 • 0:00

Center of Excellence with Mark Smith

Center of Excellence with Mark Smith

Mark Smith 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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-95-Center-of-Excellence-with-Mark-Smith.mp3

Nov 14, 2020 • 0:00

PowerApps and Teams with Shane Young

PowerApps and Teams with Shane Young

Shane Young 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 yo

Oct 14, 2020 • 0:00

Best of 2020 Release Wave 2 with Dian Taylor

Best of 2020 Release Wave 2 with Dian Taylor

Dian Taylor 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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-93-Best-of-2020-release-wave-2-with-Dian-Taylor.mp3 Bio Dian Taylor is a Microsoft Business Applicati

Sep 14, 2020 • 0:00

PCF in 2020 with Scott Durow

PCF in 2020 with Scott Durow

Scott Durow 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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmr

Aug 14, 2020 • 0:00

Dynamics Marketing, Social Media & Power Automate with Amey Holden

Dynamics Marketing, Social Media & Power Automate with Amey Holden

Amey Holden 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. https://media.blubrry.com/crmrocks/content.blub

Jul 14, 2020 • 0:00

AI on the Power Platform with Sheila Shahpari

AI on the Power Platform with Sheila Shahpari

Sheila Shahpari 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. https://media.blubrry.com/crmrocks/content.blub

Jun 14, 2020 • 0:00

Customer acquisition with Timothy Spell

Customer acquisition with Timothy Spell

Episode 89: Markus Erlandsson talks to Timothy Spell from OpenWater about customer acquisition and how they seek new customers, in past as well as under quarantine. Tim explains how they have used SEO and ads on keywords to get traffic together with attending conferences they grew about 35% each year. Now they work with virtual … Continue reading Customer acquisition with Timothy Spell The post Customer acquisition with Timothy Spell first appeared on CRM Rocks.

May 14, 2020 • 0:00

Early Bound Generator Vs Latebound Constants Generator with Daryl LaBar and Jonas Rapp

Early Bound Generator Vs Latebound Constants Generator with Daryl LaBar and Jonas Rapp

Daryl LaBar Jonas Rapp 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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-88-Early-vs-late-binding.mp3 Links: https://www.xrmtoolbox.com/plugins/DLaB.Xrm.EarlyBoundGenerator/ https://www.xrmtoolbox.com/plugins/Rappen.XrmToolBox.Latebound

Apr 14, 2020 • 0:00

Best of 2020 Release Wave 1 with Gustaf Westerlund

Best of 2020 Release Wave 1 with Gustaf Westerlund

Gustaf Westerlund 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 enforcementPower Automate and UI FlowsQuick findFirst party app feature restrictionsAI builderBackup restore, with more thingsMaker experience improvementsPower Apps PortalsCase resolution close dialogData integrationsCanvas components are generally availableForecasting improvementsKanban boa

Mar 14, 2020 • 0:00

Power Apps Portals with Nick Doelman

Power Apps Portals with Nick Doelman

Nick Doelman 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. https://media.blubrry.com/

Feb 14, 2020 • 0:00

Building an ISV with John Gravely

Building an ISV with John Gravely

John Gravely 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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/

Jan 14, 2020 • 0:00

Digital transformation success with Guus Krabbenborg

Digital transformation success with Guus Krabbenborg

Guus Krabbenborg 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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-84-Digital-transformation-success-with-Guus-Krabbenborg.mp3 Bio Guus Krabbenborg is a highly-experienced business trainer and c

Dec 15, 2019 • 0:00

Dynamics Marketing with Guro Faller

Dynamics Marketing with Guro Faller

Guro Faller 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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-83-Dynamics-Marketing-with-

Nov 14, 2019 • 0:00

Dynamics got Talent with Rachel Profitt

Dynamics got Talent with Rachel Profitt

Rachel Profitt 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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-82-Dynamics-got-T

Oct 14, 2019 • 0:00

Premier Field Engineer with Furqan Ali

Premier Field Engineer with Furqan Ali

Furqan Ali 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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-81-premier-field-engineer-with-Furqan-Ali.mp3 Bio: Furqan Ali s

Sep 14, 2019 • 0:00

Exploring Project Service Automation with Dian Taylor

Exploring Project Service Automation with Dian Taylor

Dian Taylor 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. https://media.blubrry.com/crmrocks/content.blub

Aug 14, 2019 • 0:00

Forms Pro with Megan V Walker

Forms Pro with Megan V Walker

Megan Walker 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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-79-going-forms-pro-with-Megan-V-Walker.m

Jul 14, 2019 • 0:00

Customer Service Insights with Tessa Kloster

Customer Service Insights with Tessa Kloster

Tessa Kloster 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 Englis

Jun 14, 2019 • 0:00

Special episode: ClickLearn with Joachim Schiermacher

Special episode: ClickLearn with Joachim Schiermacher

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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/Special-episode-clicklearn.mp3 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

May 28, 2019 • 0:00

Becoming a Power Platform Solution Builder with Rory Neary

Becoming a Power Platform Solution Builder with Rory Neary

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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-77-becoming-a-power-pla

May 14, 2019 • 0:00

Attract new talent with Leon Tribe

Attract new talent with Leon Tribe

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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-76-attract-new-talent-with-leon-tribe.mp3 Bio: Leon Tribe is a Business Applicati

Apr 24, 2019 • 0:00

April ’19 Release Notes with Gustaf Westerlund, Sara Lagerquist and Martin Burman

April ’19 Release Notes with Gustaf Westerlund, Sara Lagerquist and Martin Burman

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”. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-75-release-notes-april-19.mp3 Links: https://docs.microsoft.com/en-us/business-applications-release-notes

Apr 7, 2019 • 0:00

Dynamics 365 Integration Flows with Ted Ohlsson

Dynamics 365 Integration Flows with Ted Ohlsson

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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmroc

Mar 14, 2019 • 0:00

Dynamics 365 AI with Nick Fratello

Dynamics 365 AI with Nick Fratello

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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-73-Dynamics-365-AI-with-Nick-Fratello.mp3 BIO N

Feb 14, 2019 • 0:00

Universal Resource Scheduling with Sara Lagerquist

Universal Resource Scheduling with Sara Lagerquist

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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-72-Universal-Resource-Scheduling-with-Sara-Lagerquist_.mp3 Bio Sara Lagerquist is

Jan 14, 2019 • 0:00

AppSource with Kirsten Edmondson Wolfe

AppSource with Kirsten Edmondson Wolfe

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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-71-appsource-with-Kirsten-Edmondson-Wolfe.mp3 Bio Kirsten Ed

Dec 14, 2018 • 0:00

Portals with Chris Mahanes

Portals with Chris Mahanes

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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode

Nov 14, 2018 • 0:00

Custom Control Framework with Chris Huntingford

Custom Control Framework with Chris Huntingford

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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-69-custom-control-framework.mp3 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

Oct 14, 2018 • 0:00

Power Platform with Steve Mordue

Power Platform with Steve Mordue

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.   https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-68-power-platform.mp3 Bio Steve is a Microsof

Sep 14, 2018 • 0:00

Who is Markus with Gustaf Westerlund

Who is Markus with Gustaf Westerlund

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? https://media.blubrry.com/crmrocks/b/content.blubrry.com/crmrocks/crmrocks-com-Episode-67-who-is-markus.mp

Aug 19, 2018 • 0:00

Development, Debugging and Deployment with Jonas Rapp

Development, Debugging and Deployment with Jonas Rapp

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 Releas

Aug 3, 2018 • 0:00

Special Episode: Nimble Evolves to The Simple CRM for Office & Dynamics 365

Special Episode: Nimble Evolves to The Simple CRM for Office & Dynamics 365

Markus Erlandsson talks to Jon Ferarra from Nimble about Nimble Evolves to The Simple CRM for Office & Dynamics 365 https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-special-nimble-evolves.mp3 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

Jul 15, 2018 • 0:00

Unified Interface with Scott Durow

Unified Interface with Scott Durow

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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-65-Unified-Interface-with-Scott-Durow.mp3 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 confere

Jun 25, 2018 • 0:00

Social Selling with Rick McCutcheon

Social Selling with Rick McCutcheon

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. https://media.blubrry.com/crmrocks/b/content.blubrry.com/crmrocks/crmrocks-com-Episode-64-Social-Selling-with-Rick-McCutcheon.mp3 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 Dynami

May 29, 2018 • 0:00

Dynamics 365 Spring Release 2018 with Jukka Niiranen

Dynamics 365 Spring Release 2018 with Jukka Niiranen

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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-63-sp

Apr 14, 2018 • 0:00

Flow vs Workflow with Britta Rekstad

Flow vs Workflow with Britta Rekstad

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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-62-flow-vs-workflow-with-Britta-Rekstad.mp3   Bio: Britta is a 3 time Microsoft MVP as well as an independent consultant and trainer on Microsoft Dynamics 365 and earlier versio

Mar 24, 2018 • 0:00

Code Reviewing and Refactoring with Daryl LaBar

Code Reviewing and Refactoring with Daryl LaBar

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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-61-Code-Reviewing-and-Refactoring-with-Daryl-Labar.mp3 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 co

Feb 14, 2018 • 0:00

Digital Transformation and Change with Maria Nordh

Digital Transformation and Change with Maria Nordh

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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-60-digital-transformation-and-change-with-Maria-Nordh.mp3 Bio: Maria is a goal-oriented senior consultant with many years of experience in global project management

Jan 14, 2018 • 0:00

User groups online and xRMVirtual with Julie Yack

User groups online and xRMVirtual with Julie Yack

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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-59-user-groups-online-and-xrmvirtual-with-Julie-Yack.mp3 Bio: Julie Yack

Dec 14, 2017 • 0:00

Workflow and Business Process Flow with Sara Airgood

Workflow and Business Process Flow with Sara Airgood

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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-58-workflow-and-bpf-with-Sara

Nov 14, 2017 • 0:00

Building FetchXML Builder with Jonas Rapp

Building FetchXML Builder with Jonas Rapp

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. https://media.blubrry.com/crmrocks/b/content.blubrry.com/crmrocks/crmro

Oct 14, 2017 • 0:00

GDPR and CRM with Mohamed Mostafa

GDPR and CRM with Mohamed Mostafa

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. https://media.blubrry.com/crmrocks/b/content.blubrry.com/crmrocks/crmrocks-com-Episode-56-gp

Sep 14, 2017 • 0:00

Making CRM for the users with Jon Ferrara

Making CRM for the users with Jon Ferrara

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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-55-making-crm-for-the-users-with-jon-ferrara.mp3 Bio Jon Ferrara is a serial CRM and Relationship Management entrepreneur and noted speaker about Social Media’s effe

Aug 18, 2017 • 0:00

Relationship sales with Brian Galicia

Relationship sales with Brian Galicia

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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-54-Relationship-sales-Dynamics365-and-LinkedIn-with-Brian-Ga

Jun 13, 2017 • 0:00

Field Service with Ben Vollmer

Field Service with Ben Vollmer

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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-53-Field-Service-with-Ben-Vollmer.mp3 Bio Ben Vollmer is Worldwide Field Service L

May 20, 2017 • 0:00

KPI and Analytics with Power BI with Ulrik Carlsson

KPI and Analytics with Power BI with Ulrik Carlsson

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 https://media.blubrry.com/crmrocks/b/content.blubrry.com/crmrocks/crmrocks-com-Episode-52-KPI-and-Analytics-with-Power-BI-with-Ulrik-Carlsson.mp3 Bio: Ulrik is from Denmark and has been living in San Francisco for just over 6 years and has been working with Dynamics for 12 years and

Apr 21, 2017 • 0:00

CRM and Machine Learning with Stefano Tempesta

CRM and Machine Learning with Stefano Tempesta

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. https://media.blubrry.com/crmrocks/b/content.blubrry.com/crmrocks/crmrocks-com-Episode-51-CRM-and-Machine-Learning-with-Stefano-Tempesta.mp3 Bio: Stefano is a Microsoft MVP in Office De

Mar 14, 2017 • 0:00

The State of Dynamics 365 Sales in 2017 with Jukka Niiranen

The State of Dynamics 365 Sales in 2017 with Jukka Niiranen

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 Mic

Feb 14, 2017 • 0:00

Get User Adoption Going with Gretchen Opferkew

Get User Adoption Going with Gretchen Opferkew

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

Jan 25, 2017 • 0:00

Soap to Web Api with Jason Lattimer

Soap to Web Api with Jason Lattimer

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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-48-Soap-to-Web-Api-with-Jason-Lattimer.mp3 Links: CRM REST Builder, Jason Lattimer on Git HubThe post Soap to Web Api with Jason Lattimer fi

Dec 2, 2016 • 0:00

Develop for Dynamics 365 with George Doubinski

Develop for Dynamics 365 with George Doubinski

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

Nov 14, 2016 • 0:00

Dynamics 365 First View with Philip Verlinden

Dynamics 365 First View with Philip Verlinden

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 https://media.blubrry.com/crmrocks/b/content.blubrry.com/crmrocks/crmrocks-com-Episode-46-dynamics-365-first-view-c

Oct 25, 2016 • 0:00

Certified for CRM with Andre Margono

Certified for CRM with Andre Margono

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 active

Sep 14, 2016 • 0:00

Tools for productivity

Tools for productivity

Episode 44: Markus Erlandsson talks about tools to improve your productivity when developing for and administrating your Dynamics CRM organization https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-44-tools-for-productivity.mp3 Links: Software Development Kit for Microsoft Dynamics CRM, SDK Download, XrmToolBox, XrmToolkit (Crm Solution Manager), Diagnostics tool, Trace ReaderThe post Tools for productivity first appeared on CRM Rocks.

Aug 31, 2016 • 0:00

Tips and tricks for a CRM admin with Stephane Dorrekens

Tips and tricks for a CRM admin with Stephane Dorrekens

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 https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-43-Tips-and-tricks-for-a-CRM-admin-with-Staphane-Dorrekens.mp3 Links: Data Performance, Org Insights, CRMUG Belux, Nerea Products, Pal Tool, Attachment ExtractorThe post Tips and tricks for a CRM admin with Stephane Dorrekens first appeared on

Jul 13, 2016 • 0:00

What’s new in Dynamics CRM 2016 and Update 1 with Gretchen Opferkew and Alex Fagundes

What’s new in Dynamics CRM 2016 and Update 1 with Gretchen Opferkew and Alex Fagundes

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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-42-

Jun 27, 2016 • 0:00

Designing Portal with Steve Webb

Designing Portal with Steve Webb

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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-41-Designing-Portal-with-Steve-Webb.mp3 Links: The Portal Connector site, Things to ask, Case Studies, Steves Twitter, Steves LinkedInThe post Designing Portal with Steve

May 28, 2016 • 0:00

The Value of Marketing inside Dynamics CRM with Kristie Bylos

The Value of Marketing inside Dynamics CRM with Kristie Bylos

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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-40-The-Value-of_Marketing-inside-Dynamics-CRM-with-Kristie-Bylos.mp3 Links: Cl

Apr 28, 2016 • 0:00

More mobile CRM with Ivan Stano

More mobile CRM with Ivan Stano

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 https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-39-more-mobile-CRM-with-Ivan-Stano.mp3 Links: Ivans mail Resco acquires CWR mobile Resco homepageThe post More mobile CRM with Ivan Stano first appeared on CRM Rocks.

Mar 14, 2016 • 38:56

E-commerce, digital marketing and CRM with Therese Reuterswärd

E-commerce, digital marketing and CRM with Therese Reuterswärd

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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-38-ecommerce-digital-marketing-and-CRM-with-Therese-Reutersward.mp3 Links: Forrester Research – Full length reports on omnichannel, retail and customer experience (charges per download) Econsulta

Feb 14, 2016 • 0:00

Develop for CRM with Mitch Milam

Develop for CRM with Mitch Milam

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. https://crmrocks.com/wp-content/uploads/2016/01/crmrocks-com-Episode-37-Develop-for-CRM-with-Mitch-Milam.mp3 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

Jan 19, 2016 • 0:00

Top 10 tips for successfully implement CRM with Gustaf Westerlund

Top 10 tips for successfully implement CRM with Gustaf Westerlund

Episode 36, Markus talks to Gustaf Westerlund on how you implement CRM. Gustaf gives his top 10 tips on how to be successful. https://crmrocks.com/wp-content/uploads/2015/12/crmrocks-com-Episode-36-Top-10-tips-to-successfully-implement-CRM-with-Gustaf-Westerlund.mp3 Links: Gustafs blog post CRM UG webinar CRM UG CongressThe post Top 10 tips for successfully implement CRM with Gustaf Westerlund first appeared on CRM Rocks.

Dec 19, 2015 • 0:00

Being an Entrepreneur with Therese Lorentzon

Being an Entrepreneur with Therese Lorentzon

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? https://crmrocks.com/wp-content/uploads/2015/12/crmrocks-com-Episode-35-Being-an-Entrepreneur-with-Therese-Lorentzon.mp3 Links: Homepage Instagram https://www.facebook.com/thereselorentzonphotographyThe post Being an Entrepreneur with Therese Lorentzon first appeared on CRM Rocks.

Nov 16, 2015 • 0:00

CRM Conference with John Verdon and Christy Spokely

CRM Conference with John Verdon and Christy Spokely

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. https://crmrocks.com/wp-content/uploads/2015/10/crmrocks-com-Episode-34-Crm-conference-with-John-Verdon-Christy-Spokley.mp3 Links: Extreme CRM Site LinkedIn Group Chisty Spokely’s links LinkedIn, email Johns Verdon’s links: LinkedIn, emailThe post CRM Conference with John Verdon

Oct 28, 2015 • 0:00

State of Dynamics CRM in 2015 with Jukka Niiranen

State of Dynamics CRM in 2015 with Jukka Niiranen

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. https://crmrocks.com/wp-content/uploads/2015/10/crmrocks-com-Episode-33-the-state-of-Dynamics-CRM-in-2015-with-Jukka-Niiranen.mp3 Links: State of Dynamics CRM 2015 blog post Jukka’s links: MVP Page, LinkedIn, Surviving CRM BlogThe post State of Dynamics CRM in 2015 with Jukka Niir

Oct 12, 2015 • 0:00

TypeScript and JavaScript with David Berry

TypeScript and JavaScript with David Berry

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. https://crmrocks.com/wp-content/uploads/2015/09/crmrocks-com-Episode-32-TS-and-JS-with-David-Berry.mp3 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 BlogThe p

Sep 14, 2015 • 0:00

CRM UG with Tony Stein

CRM UG with Tony Stein

Episode 31: Markus Erlandsson talks to Tony Stein from CRM UG about User Groups. What do I gain from attending? And more. https://crmrocks.com/wp-content/uploads/2015/08/crmrocks-com-Episode-31-CRM-UG-with-Tony-Stein.mp3 Links: http://www.crmug.com http://www.crmug.com/engage/volunteerThe post CRM UG with Tony Stein first appeared on CRM Rocks.

Aug 14, 2015 • 0:00

Being a CRM consutant with Salim Adamon

Being a CRM consutant with Salim Adamon

Episode 30: Markus Erlandsson talks to Salim Adamon about Being a CRM consultant. Salim talks about what’s important and how to get there. https://crmrocks.com/wp-content/uploads/2015/07/crmrocks-com-episode-30-being-a-crm-consultant.mp3 Links: Salims BlogThe post Being a CRM consutant with Salim Adamon first appeared on CRM Rocks.

Jul 14, 2015 • 0:00

Coaching CRM with Rick McCutcheon

Coaching CRM with Rick McCutcheon

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. https://crmrocks.com/wp-content/uploads/2015/08/crmrocks-com-Episode-29-Coaching-CRM.mp3 CRM UG http://www.crmug.com Hompage http://fullcontactselling.com/ LinkedIn Profile http://ca.linkedin.com/in/rickmccutcheonThe post Coaching CRM with Rick McCutcheon first appeared on CR

Jun 14, 2015 • 0:00

Building a Brand with Jens Almgren

Building a Brand with Jens Almgren

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. https://crmrocks.com/wp-content/uploads/2015/08/crmrocks-com-Episode-28-Building-a-Brand.mp3 http://www.facebook.com/nordicstreetfood http://www.forbes.com/powerful-brands/list/The

May 18, 2015 • 0:00

Email Marketing

Email Marketing

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. https://crmrocks.com/wp-content/uploads/2015/08/crmrocks-com-Episode-27-Email-Marketing.mp3 Email Marketing Guidebook Apsis blog about Email MarketingThe post Email Marketing first appeared on CRM Rocks.

Apr 9, 2015 • 0:00

Modelling Security in Dynamics CRM

Modelling Security in Dynamics CRM

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? https://crmrocks.com/wp-content/uploads/2015/08/crmrocks-com-Episode-26-Modelling-Security.mp3 Elizas vlogg explaining Hierarchy Security and corresponding blog post  The post Modelling Security in Dynamics CRM first appeared on CRM Rocks.

Mar 16, 2015 • 0:00

Developing Plugins in Dynamics CRM

Developing Plugins in Dynamics CRM

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! https://crmrocks.com/wp-content/uploads/2015/08/crmrocks-com-Episode-25-Plugins.mp3 http://jonasrapp.cinteros.se/ http://jonasrapp.cinteros.se/2012/07/execute-serv

Jan 18, 2015 • 0:00

Marketing in Dynamics CRM

Marketing in 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. https://crmrocks.com/wp-content/uploads/2015/08/crmrocks-com-Episode-24-Marketing-in-Dynamics-CRM.mp3 Links: Using ClickDimensions to create Emails and using connections to custom entit

Dec 22, 2014 • 0:00

Who is the Customer?

Who is the Customer?

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? https://crmrocks.com/wp-content/uploads/2015/08/crmrocks-com-Episode-23-who-is-the-c

Nov 30, 2014 • 0:00

What’s new in Dynamics CRM 2015

What’s new in Dynamics CRM 2015

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. https://crmrocks.com/wp-content/uploads/2015/08/crmrocks-com-Episode-22-whats-new-in-dynamics-crm-2015.mp3 Links: http://www.powerobjects.com/blog/ http://www.powerobjects.com/microsoft-dynamics-crm-2015/The post What’

Oct 14, 2014 • 0:00

You Don’t Need a CRM

You Don’t Need a CRM

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. https://crmrocks.com/wp-content/uploads/2015/08/crmrocks-com-Episode-21-You-dont-need-a-CRM.mp3 Links: Sunny Paris from You Don’t Need a CRM, and his Twitter Their twitter Get one month freeThe post You Don’t Need a CRM first appeared on CRM Rocks.

Sep 23, 2014 • 0:00

CRM Gamified

CRM Gamified

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. https://crmrocks.com/wp-content/uploads/2015/08/crmrocks-com-Episode-20-CRM-Gamified.mp3 Links: Pablo Peralta Linked In, Twitter. http://crmgamified.com/The post CRM Gamified first appeared on CRM Rocks.

Sep 10, 2014 • 0:00

Platform Aspects of Dynamics Marketing

Platform Aspects of Dynamics Marketing

The final episode of the Dynamics Marketing series where Markus talks to Christian Abeln about Platform Aspects of Dynamics Marketing https://crmrocks.com/wp-content/uploads/2015/08/crmrocks-com-Episode-19-Platform-Aspects-of-Dynamics-Marketing.mp3The post Platform Aspects of Dynamics Marketing first appeared on CRM Rocks.

Jul 19, 2014 • 0:00

Analytics and Reporting in Dynamics Marketing

Analytics and Reporting in Dynamics Marketing

Markus talks to Christian Abeln about Analytics and Reporting in Dynamics Marketing https://crmrocks.com/wp-content/uploads/2015/08/crmrocks-com-Episode-18-Analytics-and-Reporting-in-Dynamics-Marketing.mp3The post Analytics and Reporting in Dynamics Marketing first appeared on CRM Rocks.

Jul 14, 2014 • 0:00

Integration with CRM from Dynamics Marketing

Integration with CRM from Dynamics Marketing

Markus continues the Dynamic Marketing mini series with Christian Abeln, where they talk about integrating to Dynamics Marketing https://crmrocks.com/wp-content/uploads/2015/08/crmrocks-com-Episode-17-Integration-With-CRM-Dynamics-Marketing.mp3The post Integration with CRM from Dynamics Marketing first appeared on CRM Rocks.

Jul 10, 2014 • 0:00

Lead scoring and management in Dynamics Marketing

Lead scoring and management in Dynamics Marketing

Markus Talks to Christian Abeln a Senior Program Manager at Microsoft about Lead scoring and management in Dynamics Marketing https://crmrocks.com/wp-content/uploads/2015/08/crmrocks-com-Episode-16-Dynamics-Marketing-Lead-Management.mp3The post Lead scoring and management in Dynamics Marketing first appeared on CRM Rocks.

Jul 6, 2014 • 0:00

Lead Nurturing in Dynamics Marketing

Lead Nurturing in Dynamics Marketing

Markus and Christian Abeln continues the Dynamics Marketing journey with Lead Nurturing https://crmrocks.com/wp-content/uploads/2015/08/crmrocks-com-Episode-15-Lead-Nurturing-in-Dynamics-Marketing.mp3The post Lead Nurturing in Dynamics Marketing first appeared on CRM Rocks.

Jul 3, 2014 • 0:00

Dynamics Marketing Overview

Dynamics Marketing Overview

Markus Erlandsson talks to Senior Program Manager at Microsoft in Denmark, Christian Abeln about the new product Dynamics Marketing. https://crmrocks.com/wp-content/uploads/2015/08/crmrocks-com-Episode-14-Dynamics-Marketing-overview.mp3 Links: http://adoptionmeasurements.codeplex.comThe post Dynamics Marketing Overview first appeared on CRM Rocks.

Jun 29, 2014 • 0:00

Continuous Improvement in CRM

Continuous Improvement in CRM

Markus talks to Julie Yack about Countinuous Improvments and how you get started in CRM https://crmrocks.com/wp-content/uploads/2014/06/crmrocks-com-episode-13-continuous-improvement.mp3 Links: http://www.ineta.org/ http://www.xrmvirtual.com/The post Continuous Improvement in CRM first appeared on CRM Rocks.

Jun 17, 2014 • 0:00

Business Process Flows in CRM 2013

Business Process Flows in CRM 2013

Marks talks to Carsten Groth about Bussiness Process Flows inside Dynamics CRM 2013, what to do and what not to do. https://crmrocks.com/wp-content/uploads/2015/08/crmrocks-com-Episode-12.mp3 Links: Carsten’s blog http://bpfhelper.codeplex.com/The post Business Process Flows in CRM 2013 first appeared on CRM Rocks.

Mar 23, 2014 • 0:00

Leaky Funnel

Leaky Funnel

Markus talks to CRM Coach Siska Bossuyt about the concept of The Leaky Funnel https://crmrocks.com/wp-content/uploads/2014/03/crmrocks-com-episode-11-2.mp3 Links: Siska Bussoyt on LinkedInThe post Leaky Funnel first appeared on CRM Rocks.

Mar 1, 2014 • 0:00

ISV North52

ISV North52

While still in Barcelona, Markus talks to John Grace from North 52 about their Formula Manager for Dynamics CRM. https://crmrocks.com/wp-content/uploads/2015/08/crmrocks-com-Episode-10.mp3 Links: http://www.north52.com/The post ISV North52 first appeared on CRM Rocks.

Feb 25, 2014 • 0:00

ISV InsideView

ISV InsideView

Markus talks to Stefan Burak from InsideView about their product for Dynamics CRM https://crmrocks.com/wp-content/uploads/2015/08/crmrocks-com-Episode-9.mp3 Links: http://www.insideview.com/The post ISV InsideView first appeared on CRM Rocks.

Feb 22, 2014 • 0:00

ISV Wavextend

ISV Wavextend

Markus talks to Duco Boer from Wavextend about their producs for Dynamics CRM. https://crmrocks.com/wp-content/uploads/2015/08/crmrocks-com-Episode-8.mp3 Links: http://wavextend.com/enThe post ISV Wavextend first appeared on CRM Rocks.

Feb 20, 2014 • 0:00

ISV Steer Cource

ISV Steer Cource

While at eXtremeCRM in Barcelona Markus talks to ISV Steer about their product Steer Cource https://crmrocks.com/wp-content/uploads/2015/08/crmrocks-com-Episode-7.mp3 Links http://www.steer.no/The post ISV Steer Cource first appeared on CRM Rocks.

Feb 16, 2014 • 0:00

Dynamics CRM vs SalesForce.com

Dynamics CRM vs SalesForce.com

Episode 6: Markus Erlandsson talks to Leon Tribe about Dynamics CRM vs SalesForce.com. The discussion goes through Strategic, Technical, Mobile and Social angles. https://crmrocks.com/wp-content/uploads/2015/08/crmrocks-com-Episode-6.mp3 Links Salesforce: The Unloved Company Microsoft: Giving it the Salesforce TreatmentThe post Dynamics CRM vs SalesForce.com first appeared on CRM Rocks.

Feb 2, 2014 • 0:00

Community Resources

Community Resources

Episode 5: Markus Erlandsson talks to Donna Edwards about community resources, the discussion goes through a list of sites that comprises the CRM Community. https://crmrocks.com/wp-content/uploads/2015/08/crmrocks-com-Episode-5.mp3 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 The post Community Resources first appear

Dec 28, 2013 • 0:00

JavaScript in Dynamics CRM

JavaScript in Dynamics CRM

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. https://crmrocks.com/wp-content/uploads/2015/08/crmrocks-com-Episode-4.mp3 Links: Mitch Blog: http://blogs.infinite-x.net His books: CRM Deep Dive: Security, The CRM Fiel

Dec 8, 2013 • 0:00

Mobile CRM

Mobile CRM

Markus Erlandsson talks to Ivan Stano from Resco about Mobile CRM and the new features from Microsoft and Resco https://crmrocks.com/wp-content/uploads/2013/10/crmrocks-com-episode-2.mp3 http://www.resco.net/mobilecrmThe post Mobile CRM first appeared on CRM Rocks.

Nov 16, 2013 • 0:00

CRM 2013 User Interface changes

CRM 2013 User Interface changes

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. https://crmrocks.com/wp-content/uploads/2013/10/crmrocks-com-episode-2.mp3The post CRM 2013 User Interface changes first appeared on CRM Rocks.

Oct 17, 2013 • 0:00

Tool support in Dynamics CRM

Tool support in Dynamics CRM

Episode 1: Markus Erlandsson talks to Gustaf Westerlund from CRM-Konsulterna about the existing and lacking tool support from Microsoft. https://crmrocks.com/wp-content/uploads/2013/09/crmrock-com-episode-1-version-2.mp3The post Tool support in Dynamics CRM first appeared on CRM Rocks.

Sep 12, 2013 • 0:00

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