Markus Erlandsson | CRM Rocks

Best of 2020 Release Wave 1 with 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

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

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/

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Digital transformation success with 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

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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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