Markus Erlandsson | CRM Rocks

Dynamics Marketing with 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

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Dynamics got Talent with 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

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Premier Field Engineer with Furqan 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.

Bio:

Furqan Ali specializes in Dynamics 365 for Customer Engagement technology at Microsoft and is based in Stockholm, Sweden.

Furqan has been working with CRM systems for the past 13 years in which during the past 7 years he is associated with Microsoft CRM/ Dynamics/ CE. Furqan has a passion about automation and loves to see the smile on the customers

Links:

How to become a PFE

https://community.dynamics.com/crm/b/crminthefield

https://community.dynamics.com/crm/b/crminthefield/posts/pfe-dynamics-365-service-offerings

https://serviceshub.microsoft.com

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Exploring Project Service Automation with Dian 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.

Bio:

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

Links:

https://d365goddess.com/

https://twitter.com/D365Goddess

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

2019 release wave 2 for Project Service Automation

Microsoft Cloud Perspective

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Forms Pro with Megan V 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.

Bio:

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.

Links:

https://meganvwalker.com/

Megan on Youtube

https://twitter.com/meganvwalker

Thank you for being part of the community

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Customer Service Insights with Tessa 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 for the future.

Bio:

Group Program Manager for Dynamics 365 Customer Service Insights, been in the group that is now called business applications in the last seven years.

Links:

https://aka.ms/CSInsights

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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.

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 solution for business systems.

Links:

https://www.clicklearn.com/

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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.

Bio:

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.

Links

https://www.linkedin.com/in/roryneary/
https://twitter.com/azurerory
https://www.youtube.com/dataspinners
https://dynamics365society.uk/
https://twitter.com/search?q=%23poweraddicts
https://www.edx.org/course/analyzing-and-visualizing-data-with-power-bi-2
https://www.edx.org/course/developing-business-applications-with-microsoft-powerapps-cds-and-flow

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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.

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 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.

Links:

https://www.powerobjects.com/

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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”.

Links:

https://docs.microsoft.com/en-us/business-applications-release-notes/april19/

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