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.
Dian Taylor specializes in Dynamics 365 for Customer Engagement technology and process at RSM in West Palm Beach, Florida. In this role as a Presales Consultant, she designs custom demonstrations for RSM prospects. Her prior experience in solution designing, implementing, configuring and customizing several complex scenarios in various industry sectors has helped her build relevant customer demos. She has the unique ability to clarify D365 strategies and objectives: modeling and optimizing business processes, defining user requirements, designing fit for purpose and cost effective D365 solutions
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.
Megan walker is a Microsoft MVP – Lead Consultant & Capability Manager, she is also more known as EmojiMegs and a big advocate for marketing, portals and forms.
Episode 78: Markus Erlandsson talks to Tessa Kloster from Microsoft, Tessa starts by explaining what the product does on a high level, then continue to describe what AI-driven topic clustering is and how you can influence that. Then the discussion goes into Customer Satisfaction Score and how that is used. Tessa then explains the KPI dashboard and how you can use that to then drill through to your data. Then Tessa explains that it’s available in all regions and can work with English data, where to find it, what is the licensing model and the road map for the future.
Group Program Manager for Dynamics 365 Customer Service Insights, been in the group that is now called business applications in the last seven years.
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.
Joachim Schiermacher Co-founder and CEO of ClickLearn with a vast experience in IT and management. A firm believer that user adoption and change management is the key factor to a successful and optimal use of IT business systems. Making ClickLearn a cutting edge software and market leading e-learning authoring solution for business systems.
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.
Rory Neary is a Chartered Accountant turned Power Platform consultant based in London / South Buckinghamshire, UK.
Rory has spent the early part of his career in finance audit and reporting roles and now specialises in PowerApps, Flow and the Microsoft BI stack. He is active in the Microsoft community posting related videos through the youtube channel, and he is a PowerApps community blogger on at https://powerusers.microsoft.com in addition to representing Microsoft across Europe as a Microsoft Power Platform trainer. Rory is also a community leader for https://dynamics365society.uk/ and you can freely download some of his stranger creations from the site.
He is passionate about the potential for using the new technologies on offer to bring order and simplicity to the things that are important to us both at home and at work.
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.
Leon Tribe is a Business Applications community leader based in Sydney, Australia. His passion is “Helping others make the world a better place”, doing this through the intelligent use of technology to make them more efficient and effective.
Leon has worked with CRM systems since the late 1990s and now works as the National Delivery director for PowerObjects in Australia.
An engaging public speaker, his proudest moment was presenting to the Dynamics product team at Redmond on the competitive landscape of their product.
In recognition of his passion and focus on Dynamics 365, Leon was awarded Microsoft’s Most Valuable Professional (MVP award) in 2009 and has been re-awarded every year since.
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”.
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.
Ted is a Solution Architect and a Team lead at DXC. Working with one foot in business and one foot in technology.
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.
Nick Fratello has 20+ years of experience in technology-enabled services, sales operations, and business management within successful IPO startups and Fortune 100 technology companies. He has lead business development, technology delivery, and client engagement functions in complex sales environments at StorageNetworks
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.
Sara Lagerquist is a Dynamics 365 Customer Engagement Business Consultant and a no-code queen whos passion is solving customer requirements using just configurations and therefore finding the best maintainable solution for each customer.