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.

Bio

A newly fledged Business Applications Microsoft MVP and a dedicated ABC (Anything But Code) consultant who is passionate about extending and improving Dynamics Customer Engagement & Marketing with the mighty Power Platform. The end goal of which is to create enjoyable user experiences. Living the Dynamis 365 consultant life since my first day on the IBM graduate scheme and never looked back. Originally from the UK but relocated to Australia a year and a half ago for and change of scene and to avoid becoming a grown-up – I don’t plan on leaving anytime soon.

Links

https://www.linkedin.com/pulse/market-marketing-dynamics-365-part-one-amey-holden/

https://www.linkedin.com/pulse/bringing-instagram-dynamics-marketing-powered-flow-powerapps-holden/

https://www.linkedin.com/in/amey-holden

https://twitter.com/ameyholden

https://www.ameyholden.com/

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.

Bio

Sheila Shahpari is a software engineer and Microsoft Business Applications MVP who currently serves as Chief Technology Officer of Paritta Group, a digital agency specialized in Customer and Employee experience solutions. She has served in many roles within the professional services industry starting her career as a programmer and software development consultant. Sheila also provides technical guidance and services to start-ups in the AI and business application space. She specializes in Enterprise Architecture, Delivery Leadership, Capability Development, CRM, Enterprise Search, AI, and Software Development. In her spare time, she is active in numerous technical communities, and is involved with various nonprofits. In addition, she is an active runner and musician (though not at the same time), and is currently attempting the title of whiskey connoisseur. 

Links

https://parittagroup.com/

https://www.linkedin.com/in/sheilashahpari/

Customer acquisition with Timothy Spell

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 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.

Bio

Tim Spell is the CEO of OpenWater He is based in the Washington, DC area. As a CEO he is incredibly passionate about non-profit work and was previously at the consulting and accounting firm KPMG.

Links

https://www.getopenwater.com/

https://www.getopenwater.com/integrations/how-openwater-and-microsoft-dynamics-work-together/

https://appsource.microsoft.com/en-us/product/dynamics-365/msnfp.msftnonprofitcommondatamodel?src=office&tab=Overview

http://www.tradeshowsamurai.com/

https://www.amazon.com/Trade-Show-Samurai-Capturing-Leads/dp/1468168711

https://www.linkedin.com/in/timspell/

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.

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

Daryl:

https://github.com/daryllabar/DLaB.Xrm.XrmToolBoxTools

https://twitter.com/ddlabar

https://www.youtube.com/channel/UCR7naI_fY4LbY-TO_nLMTYA

Jonas:

https://github.com/rappen

https://twitter.com/rappen

https://linkedin.com/in/rappen

Best of 2020 Release Wave 1 with Gustaf Westerlund

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 enforcement
  • Power Automate and UI Flows
  • Quick find
  • First party app feature restrictions
  • AI builder
  • Backup restore, with more things
  • Maker experience improvements
  • Power Apps Portals
  • Case resolution close dialog
  • Data integrations
  • Canvas components are generally available
  • Forecasting improvements
  • Kanban board
  • Use business process flows in Office 365 apps

Bio:

Gustaf Westerlund, 8xMVP, Founder, CIO and Principal Consultant of CRM-Konsulterna. Primarily works as Solution Architect, bridging the gap between business and tech. With a deep understanding of both what it means to run a business and over 15 years experience of implementing Dynamics CRM/365 involved in probably close to 200 projects he has extensive experience from almost all industries and all sizes of business and organizations. Loves community and co-founded the Swedish Dynamics 365 User group and never misses any of the larger user group summits. Humanist that loves people and their ability to fully become their potential. Truly believes everyone has a place, they just need to find it!

Links:

Gustafs blog on Team Member License https://powerplatform.se/team-member-licensing-hammer-coming-down/

Gustafs MVP page

https://cloudblogs.microsoft.com/dynamics365/bdm/2020/01/27/2020-release-wave-1-plans-for-dynamics-365-and-power-platform-now-available/

https://docs.microsoft.com/en-gb/power-platform-release-plan/2020wave1/

https://docs.microsoft.com/en-gb/dynamics365-release-plan/2020wave1/

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.

Bio

Nick Doelman is Microsoft Business Applications MVP, Microsoft Certified Trainer and Dynamic Communities All-Star award winner.  Nick’s has been engaged as a subject matter expert in over 100 Microsoft Dynamics CRM/365 and Power Platform projects covering a wide range of industries and sectors. Nick is currently an independent trainer, consultant, speaker, podcaster and blogger.

Nick is also a nationally qualified competitive Powerlifter and has competed at the 2018 and 2019 Canadian National Powerlifting Championships

Links

https://www.linkedin.com/in/nickdoelman/

https://docs.microsoft.com/en-gb/powerapps/maker/portals/overview

https://docs.microsoft.com/en-us/learn/paths/get-started-dynamics-365-portals/

Building an ISV with John Gravely

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.

Bio

John is the Co-Founder and Chief Executive Officer of SalesSpark with overall responsibility for sales and marketing. SalesSpark is John’s 3rd startup in the Dynamics 365 CRM space. John was previously the founder and CEO of ClickDimensions, a provider of marketing automation solutions for Dynamics 365. John founded ClickDimensions in 2010 and lead the company through three years on the INC 500 (2015 – 2017) before selling to private equity firm Accel KKR. Prior to ClickDimensions, John founded and lead c360 Solutions, a provider of add-on solutions in the early days of Dynamics CRM. John sold c360 to a public company (China Dot Com) in 2006.

Links

https://twitter.com/getsalesspark

https://www.linkedin.com/company/salesspark/

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.

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 co-founder and co-owner of QBS Group, the successful Value Add SMB Distributor for Microsoft Dynamics partners in the EMEA region, that support 750+ Dynamics partners in 25+ countries. Over the last 15 years Guus has delivered inspiring business training and presentations to hundreds of Dynamics partners and end-users all over the world. During the last years with a particular attention to business transformation and digital transformation.

Recently, Guus started a fresh new company called ‘Dynamics and More’. This company supports Microsoft Dynamics customers and partners with high impact services in the domains of Strategy, Digital Transformation, Marketing, Sales and Project Success.

Guus also is a member of the Partner Advisory Council for DIRECTIONS4PARTERS – the community of D365 BC partners in the EMEA and ASIA regions. 

Finally, Guus is a frequent speaker at various international Microsoft events like Inspire, eXtreme365 and DIRECTIONS (for partners) and the SUMMIT eventS of DYNAMIC Communities (for customers). His approach is perceived by both customers and partners as inspiring, creative and provocative – but always entertaining. 

Links

https://www.linkedin.com/in/guuskrabbenborg/

gk@dynamicsandmore.com

Dynamics Marketing with Guro Faller

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.

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 everything evolving around CRM-systems; she has for the last seven years focused her career around CRM and Dynamics platform. Currently working as Head of CRM in Avanade Norway and Solution Architect.

Links

https://docs.microsoft.com/en-us/dynamics365/marketing/help-hub

https://dynamics.microsoft.com/en-us/pricing/#Marketing

https://dynamics.microsoft.com/en-us/marketing/overview/

https://www.linkedin.com/in/gurofaller/

https://twitter.com/fullerfaller

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.

Bio:

Rachel Profit is a Microsoft MVP and started her career in Axapta version 2.5 more than 17 years ago since then she has been in various role regarding Dynamics AX and later Dynamics 365 F&O. Ranging various roles from IT Help Desk and training to implementing and solution Architect with a very strong background in the Retail, Manufacturing, Food and Beverage, and Life Sciences Industries. She is very passionate about training and helping users understand how to get the most out of their ERP implementation.

Links:

Rachels Blog: www.dynamics365lady.com

Twitter: www.twitter.com/rachelprofitt

LinkedIn: www.linkedin.com/in/rachelprofitt

Microsoft Dynamics 365 Talent Docs: https://docs.microsoft.com/en-us/dynamics365/unified-operations/talent/

Microsoft Ideas for Attract: https://experience.dynamics.com/ideas/categories/?forum=44d6c48a-95b0-e811-a96a-000d3a1bece3&forumName=Dynamics%20365%20for%20Talent%3A%20Attract

Microsoft Ideas for Onboarding: https://experience.dynamics.com/ideas/categories/?forum=569a7fb2-8327-e911-a95a-000d3a4f3883&forumName=Dynamics%20365%20for%20Talent%3A%20Onboard

Microsoft Ideas for Core HR: https://experience.dynamics.com/ideas/categories/?forum=ebe353d7-8327-e911-a95a-000d3a4f3883&forumName=Dynamics%20365%20for%20Talent%3A%20CoreHR

Dynamics Learning Portal eLearning for Talent: https://mbspartner.microsoft.com/ETL/Topic/87