Markus Erlandsson - Podcast Details

Shows

CRM Rocks 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 and Power Platform projects. I’m a passionate believer in applying change management to CRM projects and...

2023-11-1447 min

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 Dynamics 365 and the Power Platform since 2017. In this area, he has been working as a developer and...

2023-08-141h 19

CRM Rocks Learning Dynamics with Nancy TandyNancy Tandy Episode 110: Markus Erlandsson and Heidi Neuhauser have a chat with Nancy Tandy from Microsoft. They discuss learning opportunities on Microsoft Learn, certification process, Learn TV and Chuck Norris jokes. Nancy starts with listing some of the learning offerings from Microsoft, then she goes more into details about Learn TV and what content is made available there Nancy continues to explain what the most popular topics are on Learn Bio Nancy Tandy is a Sr. Business Strategy Manager at Microsoft. Nancy has 20 plus years of integrated marketing management experience including developing marketing strategies, driving...

2022-02-1448 min

CRM Rocks Portals and Progressive web apps with Nick DoelmanNick Doelman Episode 109: Markus Erlandsson and Heidi Neuhauser talks to Nick Doelman from Microsoft about Portals and the last year news for Power Apps Portals. From enablers such as Web API, PCF components and CLI to multiple portals, data verse search and progressive web apps. Bio Nick has recently joined Microsoft as a senior content developer focused on developing content for Power Apps portals, he is also a Microsoft Certified Trainer and Dynamic Communities All-Star award winner. Nick is a trainer, consultant, speaker, podcaster, and blogger focused on the Power Platform and Dynamics 365 and a...

2022-01-141h 03

CRM Rocks Robotic Desktop Automation with Nick HanceNick 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 the author of two Power Automate connectors, Gravity Forms, and Po...

2021-12-1447 min

CRM Rocks Accessibility with Mike HartleyMike 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 and user of the Dynamics 365 and Microsoft 365 stacks, including the Power Platform (Power Apps, Power...

2021-11-1448 min

CRM Rocks Catalyst with Helena FuchsHelena 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 been the business area manager for Dynamics 365 and Power Platform at Microsoft Sweden. She has previously...

2021-10-1400 min

CRM Rocks Omnichannel with EY KalmanEY 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. https://media.blubrry.com/crmrocks/b/content.blubrry.com/crmrocks/crmrocks-com-Episode-105-omnichannel-with-EY-kalman.mp3 Bio EY Kalman has worked with Dynamics 365 since v3.0, over a...

2021-09-1400 min

CRM Rocks Connector Bonanza with Heidi NeuhauserHeidi 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 done, she continues to talk about how open source could be beneficial and what Independent connectors are how cool they can...

2021-08-1400 min

CRM Rocks Portal Zero to Hero with Ulrikke AkerbækUlrikke 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 name changes and then explains what a custom list is, how much she lo...

2021-07-1400 min

CRM Rocks Customer Insights with Julian SharpJulian 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 think it is. Julian continues with extension points like bring your own lake or your own or your own ML model. ht...

2021-06-1400 min

CRM Rocks Project Operations with Antti PajunenAntti 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 write works here and how virtual tables can be leveraged as well. The episode ends with how licenses work...

2021-05-1400 min

CRM Rocks Power Virtual Agent with Emma D’ArcyEmma 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 you can bring in a human when it fails. https://medi...

2021-04-1400 min

CRM Rocks Banking Accelerator with Guro FallerGuro 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 in and responsible for putting together. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-99-banking-accelerator-guro-faller.mp3 Bio

2021-03-1400 min

CRM Rocks 2021 Release Wave 1Markus 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 Search experience: https://powerapps.microsoft.com/en-us/blog/power-apps-2021-wave-1-preview-release-is-now-available/ Right side form: https://docs...

2021-02-1400 min

CRM Rocks Human Resource with Malin MartnesMalin 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 features on HR and why this might be the best...

2021-01-1400 min

CRM Rocks State of Dynamics CRM in 2020 with Jukka NiiranenJukka 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-96-state-of-dynamics-crm-in-2020-with-Jukka-Niiranen.mp3 Bio Jukka has been working with Microsoft business applications since 2005, starting his career with C...

2020-12-1400 min

CRM Rocks Center of Excellence with Mark SmithMark 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 Bio As a Power platform & Dynamics 365 Evangelist, he combines his understanding of business and software applications...

2020-11-1400 min

CRM Rocks PowerApps and Teams with Shane YoungShane 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 you avoid some common pitfalls and how you can get started with PowerApps in Teams...

2020-10-1400 min

CRM Rocks Best of 2020 Release Wave 2 with Dian TaylorDian 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 Applications MVP and Dynamics 365 CE Presales Director at RSM. She is a seasoned pre-sales and implementation consultant specializing in Microsoft Dynamics 365 Customer Engagement since 2011. Dian has...

2020-09-1400 min

CRM Rocks PCF in 2020 with Scott DurowScott 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/crmrocks/crmrocks-com-Episode-92-PCF-in-2020-with-Scott-Durow.mp3 Bio Scott is a Microsoft Business...

2020-08-1400 min

CRM Rocks Dynamics Marketing, Social Media & Power Automate with Amey HoldenAmey 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.blubrry.com/crmrocks/crmrocks-com-Episode-91-Dynamics-Marketing-Social-Media-Power-Automate-with-Amey-Holden.mp3 Bio A newly fledged Business Applications Microsoft MVP...

2020-07-1400 min

CRM Rocks AI on the Power Platform with Sheila ShahpariSheila 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.blubrry.com/crmrocks/crmrocks-com-Episode-90-AI-on-the-Power-Platform-with-Sheila-Shahpari.mp3 Bio Sheila Shahpari is a software engineer and Microsoft Business Applications...

2020-06-1400 min

CRM Rocks Customer acquisition with Timothy SpellTimothy 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 conferences and got 1000 visitors for a webinar. Tim continues to talk about how they started with the first sales and got going and how that has transformed into today’s partner-focused selling. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-89-customer-aquisition.mp...

2020-05-1400 min

CRM Rocks Early Bound Generator Vs Latebound Constants Generator with Daryl LaBar and Jonas RappDaryl 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.LateboundConstantsGenerator/ https://www.xrmtoolbox.com/plugins/DLaB.Xrm.VsSolutionAccelerator/ CRM SDK on .Net Core https://powerusers.microsoft.com/t5/Power-Apps-Pro-Dev-ISV/Announcing-the-net-Core-SDK-for-Common-Data-Service-CDS-External/m-p/470035#M1745

2020-04-1400 min

CRM Rocks Best of 2020 Release Wave 1 with Gustaf WesterlundGustaf 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 boardUse business process flows in Office 365 apps https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-87-best-of-2020-release-wave-1.mp3 Bio: Gustaf Westerlund, 8xMVP, Founder, CIO and Principal Consultant of CRM-Konsulterna. Primarily works as Solution Architect...

2020-03-1400 min

CRM Rocks Power Apps Portals with Nick DoelmanNick 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/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-86-Power-Apps-Portals-with-Nick-Doelman.mp3 Bio Nick D...

2020-02-1400 min

CRM Rocks Building an ISV with John GravelyJohn 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/crmrocks-com-Episode-85-Building-an-ISV-with-John-Gravely.mp3 Bio John is the Co-Founder and Chief Executive...

2020-01-1400 min

CRM Rocks Digital transformation success with Guus KrabbenborgGuus 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 consultant with a well-earned reputation in the international Microsoft Dynamics arena. He has managed and co-owned several software companies and was Sales Director for Navision Software in The Netherlands. Guus is...

2019-12-1500 min

CRM Rocks Dynamics Marketing with Guro FallerGuro 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-Guro-Faller.mp3 Bio Guro has ten years’ experience in IT, working in different roles varying from support and applications maintenance, event management, user experience, digital marketing, customer service and ev...

2019-11-1400 min

CRM Rocks Dynamics got Talent with Rachel ProfittRachel 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-Talent-with-Rachel-Profitt.mp3 Bio: Rachel Profit is a Microsoft MVP and started her career in Axapta version 2.5 more than 17 years ago...

2019-10-1400 min

CRM Rocks Premier Field Engineer with Furqan AliFurqan 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 specializes in Dynamics 365 for Customer Engagement technology at Microsoft and is based in Stockholm, Sweden. Furqan has been...

2019-09-1400 min

CRM Rocks Exploring Project Service Automation with Dian TaylorDian 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.blubrry.com/crmrocks/crmrocks-com-Episode-80-exploring-project-service-automation-with-Dian-Taylor.mp3 Bio: ...

2019-08-1400 min

CRM Rocks Forms Pro with Megan V WalkerMegan 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.mp3 Bio: Megan walker is a Microsoft MVP – Lead Consultant & Capability Manager, she is also more...

2019-07-1400 min

CRM Rocks Customer Service Insights with Tessa KlosterTessa 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 English data, where to find it, what is the licensing model and the road map fo...

2019-06-1400 min

CRM Rocks 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 a successful and optimal use of IT business systems. Making ClickLearn a cutting edge software and market leading e-learning authoring...

2019-05-2800 min

CRM Rocks 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-platform-solution-builder-with-rory-neary.mp3 Bio: Rory Neary is a Chartered Accountant turned Power Platform consultant based in London / South Buckinghamshire, UK.

2019-05-1400 min

CRM Rocks 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 Applications community leader based in Sydney, Australia. His passion is “Helping others make the world a better place”, doing this through the intell...

2019-04-2400 min

CRM Rocks 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/april19/The post April ’19 Release Notes with Gustaf Westerlund, Sara Lagerquist and Martin Burman first appeared on CRM Rocks.

2019-04-0700 min

CRM Rocks 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/crmrocks-com-Episode-74-Dynamics-365-Integration-Flows-with-Ted-Ohlsson.mp3 Bio: Ted is a Solution Architect and a Team lead at DXC. Working with one foot in business...

2019-03-1400 min

CRM Rocks Dynamics 365 AI with Nick FratelloEpisode 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 Nick Fratello has 20+ years of experience in technology-enabled services, sales operations, and business management within successful IPO startups and Fortune 100 technology companies. He has lead business development...

2019-02-1400 min

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

2019-01-1400 min

CRM Rocks 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 Edmondson Wolfe is the Senior Director, AppSource/Marketplace Product Marketing, Cloud & Enterprise Group. She is responsible for building market awareness, dri...

2018-12-1400 min

CRM Rocks Portals with Chris MahanesEpisode 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-70-portals.mp3 Bio Chris is a Technical Solution Specialist and UX Lead for Provance Technologies who has recently been...

2018-11-1400 min

CRM Rocks 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 Dynamics 365 message! He is passionate about bringing people and product together to create an understanding and enthusiasm for customer relationships both internally...

2018-10-1400 min

CRM Rocks 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 Microsoft Dynamics 365 MVP, CEO of forceworks who was recently one of the first partners to achieve the Gold I...

2018-09-1400 min

CRM Rocks Who is Markus with Gustaf WesterlundEpisode 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.mp3 Bio Markus Erlandsson is a Tech Lead and Dynamics CRM Developer at Dynavigate...

2018-08-1900 min

CRM Rocks 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 Release 2018 https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-66-Development-Debugging-Deployment.mp3

2018-08-0300 min

CRM Rocks Special Episode: Nimble Evolves to The Simple CRM for Office & Dynamics 365Markus 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 as the co-founder of GoldMine Software Corp, one of the early pioneers in the Sales Force Automation (SFA) and Cu...

2018-07-1500 min

CRM Rocks 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 conferences in the UK and abroad. His software career spans more than 20 years where he has moved from assembly language d...

2018-06-2500 min

CRM Rocks 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 Dynamics 365 CRM MVP and holds the prestigious Certified Sales Professional Designation from the Canadian Professional Sales Association. He currently leads a CRM...

2018-05-2900 min

CRM Rocks 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-spring-release-2018-with-Jukka-Niiranen.mp3 Bio: Jukka works as a Dynamics 365 Tech Lead at Elisa, and i...

2018-04-1400 min

CRM Rocks 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 versions of CRM. In her spare time she hosts a class for people looking for make the leap...

2018-03-2400 min

CRM Rocks 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 contributes to the XrmToolBox (XrmToolBox.com) on a regular basis, is the creator of the XTB plugins “Early Bound Generator” and “Attrib...

2018-02-1400 min

CRM Rocks 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 and change management within many different industries. She is a driving force in planning, executing and reporting. She has studied and worked in the USA, Germany...

2018-01-1400 min

CRM Rocks User groups online and xRMVirtual with Julie YackEpisode 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 is a Colorado-based Microsoft Business Solutions MVP serving clients across the globe, providing training, implementation, analysis and insight for companies wanting to ta...

2017-12-1400 min

CRM Rocks Workflow and Business Process Flow with Sara AirgoodEpisode 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-Airgood.mp3 Bio: Sara Airgood is a Dynamics Consultant and Business Analyst with a passion for CRM. Working with all versions of the product...

2017-11-1400 min

CRM Rocks Building FetchXML Builder with Jonas RappEpisode 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/crmrocks-com-Episode-57-building-fetchxml-builder-with-jonas-rapp.mp3 Bio Jonas has been a Software developer since 1994 and has...

2017-10-1400 min

CRM Rocks 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-gpdr-and-crm-with-mohamed-mustafa.mp3 Bio Mohamed Mostafa is a Microsoft Most Valuable Professional who focuses on Architecting, L...

2017-09-1400 min

CRM Rocks Making CRM for the users with Jon FerraraEpisode 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 effects on Sales and Marketing. His most recent venture Nimble.com, has re-imagined CRM by building a Simply Smarter Social Sales an...

2017-08-1800 min

CRM Rocks 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-Galicia.mp3 Bio Brian currently is the worldwide sales leader at Microsoft specific to the Sales Force Automation workload for Dynamics 365 and LinkedIn. He has been at Microsoft...

2017-06-1400 min

CRM Rocks 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 Leader and a 20-year veteran of the CRM Community. Ben was one of the first field resources dedicated to Dynamics CRM and has been involved with Dyn...

2017-05-2000 min

CRM Rocks KPI and Analytics with Power BI with Ulrik CarlssonEpisode 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 counting. Since version 1.2 and with CRM systems in general for 17+ years. He is now a Sr. Solution Architect with Elev8 Solutions with a pa...

2017-04-2100 min

CRM Rocks 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 Development and Microsoft Technology Ambassador, and Chapter Leader of CRM Saturday for Italy and Switzerland. A regular speaker at international conferences, including Microsoft I...

2017-03-1400 min

CRM Rocks The State of Dynamics 365 Sales in 2017 with Jukka NiiranenEpisode 50: Markus Erlandsson talks to Jukka Niiranen from Digital Illustrated about The State of Dynamics 365 Sales in 2017. The discussion starts with what is happening with the term CRM and how is the xRM going forward? Then what’s happening with the Common Data Service. How are the apps, Customer Service, Field Services and Projects doing? Bio: Jukka works as a CRM Consultant at Digital Illustrated Finland, and is a Microsoft MVP for Business Solutions. He has 10 years of experience from Microsoft Dynamics CRM and has been writing his Surviving CRM blog ever since the days of CR...

2017-02-1400 min

CRM Rocks Get User Adoption Going with Gretchen OpferkewEpisode 49: Markus Erlandsson talks to Gretchen Opferkew from PowerObjects HCL about how to get your user adoption going. Bio: Gretchen Opferkew is the Director of Education at PowerObjects HCL where she oversees both internal employee development, as well as customer trainings and community involvement. Having worked with Microsoft Dynamics CRM since 2006, Gretchen has over 200 implementations under her belt. She has been awarded Microsoft Dynamics CRM MVP the last 4 years and has been named one of CRM User Group’s All-stars. Her passion is speaking to groups about CRM best practices, architecture and design, marketing, training, and user a...

2017-01-2500 min

CRM Rocks 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 first appeared on CRM Rocks.

2016-12-0200 min

CRM Rocks 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. https://media.blubrry.com/crmrocks/content.blubrry.c...

2016-11-1400 min

CRM Rocks 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-crm-with-philip-verlinden.mp3 Links: Microsofts Live Event on Dynamics 365, Summary blog post on live event, Microsoft Integration Roadmap, Project Madeira Preview, Microsoft Azure Pack Ov...

2016-10-2500 min

CRM Rocks Certified for CRM with Andre MargonoEpisode 45: Markus Erlandsson talks to Andre Margono from Barhead Solutions. How do I get Certified? Who can get Certified? Why should I get Certified? All questions are answered here! Bio Andre Margono is currently working as Solution Architect at Barhead Solutions and based in Melbourne, Australia. For the past 6 years he has been delivering CRM solutions for customers in Australia. Andre is a current Microsoft Dynamics CRM MVP for his contribution in Dynamics CRM community and has been actively contributing through CRM User Group, Blogs and Forum since 2011. https://media.blubrry.com/crmrocks/content.bl...

2016-09-1400 min

CRM Rocks Tools for productivityEpisode 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.

2016-09-0100 min

CRM Rocks Tips and tricks for a CRM admin with Stephane DorrekensEpisode 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 CRM Rocks.

2016-07-1400 min

CRM Rocks What’s new in Dynamics CRM 2016 and Update 1 with Gretchen Opferkew and Alex FagundesEpisode 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-CRM-2016-update-with-Gretchen-and-Alex.mp3 Links: Organization Insights dashboard, Powerobjects Videos (POTV), Powerobjects on linkedin, TwitterThe post What’s new in Dynamics CRM 2016 and Update...

2016-06-2700 min

CRM Rocks 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 Webb first appeared on CRM Rocks.

2016-05-2800 min

CRM Rocks 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: ClickDimensions, Idea conference, Merial Case B2C Email Marketing ProgramsThe post The Value of Marketing inside Dynamics CRM with Kristie Bylos first appeared on CRM Roc

2016-04-2900 min

CRM Rocks More mobile CRM with Ivan StanoEpisode 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.

2016-03-1438 min

CRM Rocks E-commerce, digital marketing and CRM with Therese ReuterswärdEpisode 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) Econsultancy – a wide range of research, data, analysis, training, consulting, events and online resources. Articles written by Therese for Internetworld (Swedish) Therese’s blog (Swedish) CRM UG...

2016-02-1400 min

CRM Rocks Develop for CRM with Mitch MilamEpisode 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, and actual ToolThe post Develop for CRM with Mitch Milam first appeared on CRM...

2016-01-1900 min

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.

2015-11-1600 min

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 and Christy Spokely first appeared on CRM Rocks.

2015-10-2800 min

CRM Rocks 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 Niiranen first appeared on CRM Rocks.

2015-10-1200 min

CRM Rocks TypeScript and JavaScript with David BerryEpisode 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 post TypeScript and JavaScript with David Berry first appeared on CRM Rocks.

2015-09-1400 min

CRM Rocks 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.

2015-08-1400 min

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.

2015-07-1400 min

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 CRM Rocks.

2015-06-1400 min

CRM Rocks 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.

2015-04-0900 min

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.

2015-03-1600 min

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-server-side-code-from-javascript.html http://jonasrapp.cinteros.se/2012/10/crm-plugins-retrieve-children-during.html http://jonasrapp.cinteros.se/2012/10/CascadeDelete1.html http://jonasrapp.cinteros.se/2012/10/CascadeDelete2.html

2015-01-1900 min

CRM Rocks 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 entities http://www.ideaconference.com/ http://clickdimensions.com/blog http://twitter.com/ClickDimensionsThe post Marketing in Dynamics CRM f...

2014-12-2300 min

CRM Rocks 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-customer.mp3 Links: http://niiranen.eu/crm/ Surviving CRMThe post Who is the...

2014-12-0100 min

CRM Rocks What’s new in Dynamics CRM 2015Episode 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’s new in Dynamics CRM 2015 first appeared on CRM Rocks.

2014-10-1400 min

CRM Rocks You Don’t Need a CRMEpisode 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.

2014-09-2300 min

CRM Rocks CRM GamifiedEpisode 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.

2014-09-1000 min

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.

2014-06-2900 min

CRM Rocks Dynamics CRM vs SalesForce.comEpisode 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.

2014-02-0200 min

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 appeared on CRM Rocks.

2013-12-2800 min

CRM Rocks JavaScript in Dynamics CRMEpisode 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 Field Guide Zag: A day in the life of a un...

2013-12-0800 min

CRM Rocks Mobile CRMMarkus 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.

2013-11-1700 min

CRM Rocks CRM 2013 User Interface changesEpisode 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.

2013-10-1700 min

CRM Rocks Tool support in Dynamics CRMEpisode 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.

2013-09-1200 min