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.
Sara Airgood is a Dynamics Consultant and Business Analyst with a passion for CRM. Working with all versions of the product since 4.0 over the past 7 years, she has enjoyed witnessing and participating in the evolution of Dynamics CRM/xRM/365. She finds configuration-only solutions when possible to meet requirements.
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.
Jonas has been a Software developer since 1994 and has been working with Microsoft Dynamics CRM since 2009.
He is a XrmToolBox contributor since 2014 and author of FetchXML Builder and Plugin Trace Viewer for XrmToolBox, and Shuffle based tools for Microsoft Dynamics 365 DevOps. Jonas continues to deliver value adding open source tools for the Dynamics 365 platform, with the Auto Number Manager as the latest addition,
He has been speaking at CRM Saturday and eXtreme365.
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.
Mohamed Mostafa is a Microsoft Most Valuable Professional who focuses on Architecting, Leading and Delivering Dynamics 365 Technology enabled Business Solutions and Digital Transformation programmes. He has been focusing on Microsoft Dynamics CRM for more than 12 years. He has led and delivered Dynamics programmes across various Industries and Sectors leading both onshore and offshore teams. Mohamed is also a regular speaker.
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.
Jon Ferrara is a serial CRM and Relationship Management entrepreneur and noted speaker about Social Media’s effects on Sales and Marketing. His most recent venture Nimble.com, has re-imagined CRM by building a Simply Smarter Social Sales and Marketing platform. Jon is best known as the co-founder of GoldMine Software Corp, one of the early pioneers in the Sales Force Automation (SFA) and Customer Relationship Management (CRM) software categories for Small to Medium sized Businesses (SMBs).
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.
Brian currently is the worldwide sales leader at Microsoft specific to the Sales Force Automation workload for Dynamics 365 and LinkedIn. He has been at Microsoft for 10+ years in various selling and marketing leadership roles helping customers make the digital transformation journey through making every customer engagement an intelligent one, to sell effectively, care everywhere, and market smarter. He was born and raised in the Pacific Northwest and holds a Bachelor of Science in Computer Science/Business from the University of Puget Sound. You can follow him on LinkedIn or twitter.
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.
Ben Vollmer is Worldwide Field Service Leader and a 20-year veteran of the CRM Community. Ben was one of the first field resources dedicated to Dynamics CRM and has been involved with Dynamics CRM since the V1 Alpha. Prior to Microsoft, Ben has worked with a variety of CRM and Field Service solutions. Some of the notable customers he has helped get value from Dynamics include WellCare, Tyco, CSX and Raymond James. He has been involved with Dynamics CRM in a wide variety of roles.
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
Ulrik is from Denmark and has been living in San Francisco for just over 6 years and has been working with Dynamics for 12 years and counting. Since version 1.2 and with CRM systems in general for 17+ years. He is now a Sr. Solution Architect with Elev8 Solutions with a passion for visualizing data and getting the most knowledge and insights out of it. Been writing on CRMChartGuy for just over 4 years and did the first Dynamics 365 trainings in Africa and the Middle East
He has done a number of Business Intelligence and Power BI classes for Microsoft including eXtreme 365 where he got voted best speaker on the technical track
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.
Stefano is a Microsoft MVP in Office Development and Microsoft Technology Ambassador, and Chapter Leader of CRM Saturday for Italy and Switzerland. A regular speaker at international conferences, including Microsoft Ignite, NDC, BASTA, API World and the European SharePoint Conference, Stefano’s interests span across Cloud, Mobile and IoT applications. He can be reached via his personal web site http://tempesta.space/
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?
Jukka works as a CRM Consultant at Digital Illustrated Finland, and is a Microsoft MVP for Business Solutions. He has 10 years of experience from Microsoft Dynamics CRM and has been writing his Surviving CRM blog ever since the days of CRM v3.0.
Episode 49: Markus Erlandsson talks to Gretchen Opferkew from PowerObjects HCL about how to get your user adoption going.
Gretchen Opferkew is the Director of Education at PowerObjects HCL where she oversees both internal employee development, as well as customer trainings and community involvement. Having worked with Microsoft Dynamics CRM since 2006, Gretchen has over 200 implementations under her belt. She has been awarded Microsoft Dynamics CRM MVP the last 4 years and has been named one of CRM User Group’s All-stars. Her passion is speaking to groups about CRM best practices, architecture and design, marketing, training, and user adoption.