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
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
Microsoft MVP Program with Tina Stenderup-Larsen
Tina Stenderup-Larsen
Episode 145: Markus Erlandsson and Malin Martnes chatted about the MVP
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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.
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
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
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
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
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.
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.
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
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
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,
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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https://media.blubrry
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
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
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
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
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
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
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
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
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-
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
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
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
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
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
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
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.
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
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
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/
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/
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
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-
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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-
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
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
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.
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
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
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.
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.
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
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
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
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.
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.
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
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
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.
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.
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
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
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
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’
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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
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.
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.
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.