Markus Erlandsson | CRM Rocks

Custom Pages with Lisa Crosbie

Episode 113: Markus Erlandsson and Heidi Neuhauser have a chat with Lisa Crosbie from Barhead Solutions about custom pages. They discuss what custom pages are, how you can use them and how they differ from canvas apps.

Bio

Lisa has a contagious enthusiasm for low code technology and making it possible for anyone to get started with Power Platform and Dynamics 365.

Lisa has taken a career journey from being a Dynamics 365 customer and a business user doing unspeakable things with Excel, to an evangelist for Microsoft Business Applications, educating customers and helping solve problems for people just like who she used to be. Lisa loves getting people excited about this awesome technology, opening new possibilities, and giving back to this community that has given her so much, learning and sharing together every day.

She is a YouTuber, podcaster, blogger and speaker.

Links

Lisa’s explanation https://www.youtube.com/watch?v=6QFCXX36220

Scutt Durow so what? https://www.youtube.com/watch?v=fL21XV1CIgk

Known issues: https://docs.microsoft.com/en-us/power-apps/maker/model-driven-apps/model-app-page-issues

Reza Dorrani, How to build Responsive Power Apps: https://www.youtube.com/watch?v=1o2L0DADzKQ

Blog: https://lisacrosbie.com

YouTube: https://www.youtube.com/lisacrosbie

LinkedIn: https://www.linkedin.com/in/lisa-crosbie/

Twitter: https://twitter.com/LisaCrosbie

The UP Podcast: https://theUPPodcast.com

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Agile CRM with Neil Benson

Episode 112: Markus Erlandsson talks to Neil Benson from Customery about Agile CRM, where Neil shares how he makes estimates, handles tricky situations reduces fears of changes. He also talks about how customers can be good product owners.

Bio

Neil’s on a mission to help Microsoft customers and partners build agile business applications. He’s well known for his LEGO inspired content in his videos, training courses and even his podcast cover art. He’s been building Microsoft business apps since 2006, using Scrum since 2008 and a Microsoft MVP since 2010. Neil lives in Brisbane, Australia where he enjoys family days out and making pizza.

Links

Amazing Apps podcast: https://www.amazingapps.show/111

Customer Academy school: https://customery.com/crmrocks ($50 discount for CRM Rocks listeners).

Customery Academy YouTube channel: https://youtube.com/customeryacademy

Agile Applications User Group https://aka.ms/agileappsug

Neil Benson on LinkedIn https://linkedin.com/in/neilbenson

Neil Benson on Twitter https://twitter.com/customery

Free Agile Foundations for Microsoft Business Apps course https://customery.academy/courses/foundations

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Security horror stories with Kylie Kiser

Episode 111: Markus Erlandsson and Heidi Neuhauser have a chat with Kylie Kiser from Hitachi. They discuss what kind of security horror stories all three of them has experienced. Kylie shares the story of sharing and how it did impact performance, Heidi shares the story about creating a new security role, and they all discuss if backs, Data Loss Prevention or conditional access can help.

Bio

Kylie Kiser is a Power Platform enthusiast who has been working with Microsoft technologies for over 10 years. She is passionate about the community and shows this through blogging, presenting, and hosting events. She leads a thriving user group based in Washington, DC. Kylie is also a three-time Microsoft Business Applications MVP!

Links

https://kyliekiser.com/

https://www.linkedin.com/in/kylie-kiser/

https://twitter.com/KylieKiser

https://www.youtube.com/channel/UCt7jIvOwE4mHsr1Tjk1jj3w

Power 24, security:

https://www.xrmvirtual.com/meeting-details/?id=72c88951-5293-ec11-b400-000d3a14da7f

Dynamics con: https://dynamicscon.com/submissions/?query=Kylie%20Kiser

https://haveibeenpwned.com/

Modernized Business Units in Microsoft Dataverse

Team security Inheritance

Old Behavior: https://blog.crmguru.co.uk/2013/06/25/security-roles-and-teams-in-crm-2011-an-inconvenient-half-truth/

New Behavior: https://docs.microsoft.com/en-us/power-platform/admin/security-roles-privileges#team-members-privilege-inheritance

Help Ukraine: https://www.linkedin.com/in/andriibutenko/ or https://www.linkedin.com/posts/andriibutenko_wonderful-people-of-greenville-spartanburg-activity-6904032086173261824-eyz6

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Learning Dynamics with Nancy Tandy

Episode 110: Markus Erlandsson and Heidi Neuhauser have a chat with Nancy Tandy from Microsoft. They discuss learning opportunities on Microsoft Learn, certification process, Learn TV and Chuck Norris jokes. Nancy starts with listing some of the learning offerings from Microsoft, then she goes more into details about Learn TV and what content is made available there Nancy continues to explain what the most popular topics are on Learn

Bio

Nancy Tandy is a Sr. Business Strategy Manager at Microsoft. Nancy has 20 plus years of integrated marketing management experience including developing marketing strategies, driving product launches, events and large-scale campaigns. She has been at Microsoft for over 15 plus years.

Links

Get started at www.microsoft.com/learn

Blogg https://aka.ms/MicrosoftLearnBlog

https://docs.microsoft.com/en-us/learn/dynamics365/

Chuck Norris and Dad jokes https://www.youtube.com/watch?v=GF6CMwMyNuM

https://twitter.com/njtandy

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

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Portals and Progressive web apps with Nick Doelman

Episode 109: Markus Erlandsson and Heidi Neuhauser talks to Nick Doelman from Microsoft about Portals and the last year news for Power Apps Portals. From enablers such as Web API, PCF components and CLI to multiple portals, data verse search and progressive web apps.

Bio

Nick has recently joined Microsoft as a senior content developer focused on developing content for Power Apps portals, he is also a Microsoft Certified Trainer and Dynamic Communities All-Star award winner. Nick is a trainer, consultant, speaker, podcaster, and blogger focused on the Power Platform and Dynamics 365 and a former Microsoft Business Applications MVP.

Links

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

https://docs.microsoft.com/en-us/powerapps/maker/portals/web-api-overview

https://pcf.gallery/

https://docs.microsoft.com/en-us/powerapps/maker/portals/power-apps-cli

https://docs.microsoft.com/en-us/power-platform-release-plan/2021wave2/power-apps-portals/relevance-search-integration-portals

https://powerusers.microsoft.com/t5/Power-Apps-Ideas/idb-p/PowerAppsIdeas

https://jukkaniiranen.com/2021/08/did-power-apps-really-leak-your-customer-data/

https://365.training

https://readyxrm.blog/2021/11/30/what-is-a-progressive-web-app/

https://powerusers.microsoft.com/t5/Power-Apps-Ideas/Share-Landing-Page-Configuration-from-Dynamics-365-for-Marketing/idi-p/1398843

https://readyxrm.blog

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Robotic Desktop Automation with Nick Hance

Episode 108: Markus Erlandsson talks to Nick Hance from Reenhanced about Robotic Desktop Automation and RPA, and how you can automate most things that don’t have an API. Nick starts by explaining what Robotic Process Automation (RPA) means and part of its history. He continues to talk about attended vs unattended and what the difference is, how you can use it to automate your tasks and be more effective.

Bio

Nick is heavily focused on WordPress and the Microsoft Power Platform and is the author of two Power Automate connectors, Gravity Forms, and Power Form 7 (for Contact Form 7). He’s aiming to make using WordPress with Power Apps & Power Automate, pleasant, profitable, and enjoyable.
Nick is an accomplished software developer and president of Reenhanced, a company that has reviewed and tagged each and every one of the 585 Power Automate connectors at connectorreview.com.

Links

https://docs.microsoft.com/en-us/power-automate/desktop-flows/introduction

www.reenhanced.com

www.connectorreview.com

https://xkcd.com/1205/, Is It Worth the Time?

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Accessibility with Mike Hartley

Episode 107: Markus Erlandsson talks to Mike Hartley about accessibility and how you can get a bigger audience by considering it. Mike starts by explaining what the term accessibility is and how it differs from usability, he then continues to explain screen readers and contrast, as well as tab orders, canvas apps portals and model-driven apps, and what to avoid the most obvious accessibility issues, by actually checking.

Bio

Mike is newly awarded Microsoft MVP and a big advocate and user of the Dynamics 365 and Microsoft 365 stacks, including the Power Platform (Power Apps, Power Automate and Data verse particularly) and Office 365.
Founder and co-host of The Things We Don’t Talk About podcast and frequent blogger, speaker and advocate of Mental Health and Accessibility. Believing in Capability, not Disability and Accessible By Design solutions and events.

Links

https://a11yproject.com

https://powerusers.microsoft.com/t5/Power-Apps-Ideas/Set-FocusBorderColor-to-the-same-as-HoverBorderColor-by-Default/idi-p/1329194

https://webaim.org/resources/contrastchecker/

Linked in: https://www.linkedin.com/in/mikebhartley/

Twitter: https://twitter.com/Hart365

Website/Blog: https://hart365.co.uk

Link Tree: https://linktr.ee/Hart365

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Catalyst with Helena Fuchs

Episode 106: Markus Erlandsson talks to Helena Fuchs from Microsoft Sweden, about catalyst where Helena starts with explaining what catalyst is as a sales help and how it differs from sure-step. Then she continues to talk about how it comes from the Dynamics business application group in Microsoft and why it is important to a partner and customers. Helena then goes through the steps included as IDEA, Inspire, Design, Empower and Achieve.

Bio

Since October 2016, Helena Fuchs has been the business area manager for Dynamics 365 and Power Platform at Microsoft Sweden. She has previously worked there as product marketing manager for Office 365 and has a background in sales and marketing in the hardware industry from Samsung and Dell.

She is passionate about the new opportunities created through cloud digitalisation and contributes to a better and smarter future

In her spare time, Helena is a sports fan who likes to spend time with family and friends. She sings in a choir and is constantly curious about things that can make life a little bit easier and above all more fun.

Links

https://dynamics.microsoft.com/en-us/microsoft-catalyst/

https://www.prosales.com/thesalesconference

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

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Omnichannel with EY Kalman

Episode 105: Markus Erlandsson talks to EY Kalman from ANS Group about Omnichannel, where EY starts with explaining the term omnichannel and what it means for Dynamics, he continues to talk about what is the most popular channels and how you can bring your own channels using the channel integration framework. EY explains how Omnichannel differentiates between chat channels and voice and then how it compares to Unified Service Desk.

Bio

EY Kalman has worked with Dynamics 365 since v3.0, over a decade, he is an IT geek who loves tech and gadgets. He is also a motorbiker, traveller, and former skydiver.

He runs his own weekly interview series with people from across the globe – ‘The Oops Factor’ and regular presents at community events.

Links

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

https://twitter.com/thecrmninja

https://thecrm.ninja/

http://youtube.com/c/thecrmninja

https://www.businessinsider.com/amazon-customer-service-thor-2016-5?r=US&IR=T

Connector Bonanza with Heidi Neuhauser

Episode 104: Markus Erlandsson talks to Heidi Neuhauser from Reenhanced about Power Automate Connector Bonanza, about the fact that we have now passed 500 connectors and what a milestone that is. Heidi starts by explaining that she has reviewed, tagged and rated all of them. Then she continues with explaining the Dataverse connector and how to use that (or those). Reenhanced has made two Microsoft Certified connectors so Heidi explains the process and just how much testing is done, she continues to talk about how open source could be beneficial and what Independent connectors are how cool they can become. The show ends with some teasers about how good Desktop flows are.

Bio

Heidi Neuhauser is Director of CRM Projects at Reenhanced, a software company specializing in rescue projects. With more than ten years of experience in Microsoft CRM, she has a wide variety of industry and product knowledge working with organizations of all sizes (from small non-profit organizations to Fortune 100 companies) to implement CRM and train end users.

Heidi has a notable passion for Microsoft Dynamics and it shows in every project she works on. She volunteers regularly in the CRMUG community. She serves as Chair for the CRMUG Philadelphia Chapter, speaks at CRM industry events about best practices and provides webinar trainings for others in the CRM community.

Heidi has experience with CRM across multiple industries, including education, oil and gas, distribution, manufacturing, travel, insurance, construction, not-for-profit, software, manufacturing, government and transportation. Some of the integrations Heidi has managed and trained end users around include ClickDimensions, ActOn, Hubspot, Exact Target, call center integrations and a number of ERP integrations. Additionally, she has assisted multiple organizations to roll out Sales, Marketing and Service for the first time, helping them to leverage technology to gain user adoption of the system.

Links

https://flow.microsoft.com/en-us/connectors/

https://www.connectorreview.com/

https://www.youtube.com/channel/UCPeEG6XU1K1kD1Ccnm1B_qg

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

https://twitter.com/CRMHeidi

https://www.crmheidi.com/