podcast | CRM Rocks

Directions Review with Andrew Bibby and Malin Martnes

Episode 131: Markus Erlandsson has a discussion with Andrew Bibby and Malin Martnes, or does he? Malin is taking over the episode and is interviewing Markus and Andrew about the Directions for Partners EMEA 2023 conference, which has a Business Central-focused conference. Why did we go? What did we learn?

Bio

Andrew: I’m part of the team of experts at Proximo 3, a specialist Microsoft consulting company. Our team provides consultancy and advice on Dynamics 365 CRM and Power Platform projects. I’m a passionate believer in applying change management to CRM projects and a certified Prosci practitioner.

I’ve been a Microsoft Business Applications MVP, specialising in Dynamics 365 and Power Platform, since 2017.

Malin: I’m Malin Martnes, and I’m passionate about helping businesses succeed in the ever-evolving world of marketing and CRM.

With over a decade of hands-on experience in Dynamics 365, marketing and CRM, I’ve worn multiple hats as a user, consultant, and trainer. In 2019, I had the honor of being recognized as a Microsoft Most Valuable Professional (MVP) and became a Microsoft Certified Trainer (MCT) in 2020. These acknowledgments reflect my commitment to staying at the forefront of the industry and my dedication to sharing knowledge with others.

My journey started with a deep interest in marketing. Although life initially led me down a different path, I never lost my passion for the field. Over the years, I’ve seamlessly integrated my expertise in Dynamics 365 Marketing (now D365 Customer Inisghts – Journeys) with my early passion for marketing, bringing a unique perspective to my work.

My focus encompasses the CRM side of Dynamics 365, Power Platform, ClickDimensions, and Dynamics 365 Customer Insights – Journeys.
My mission is to simplify the complex, making these powerful tools accessible to all.

Whether you’re a business looking to elevate your marketing game or an individual eager to level up your skills, I’m here to guide you. Let’s collaborate, learn, and achieve outstanding results together. Feel free to connect with me!

Links

https://www.directionsforpartners.com/

https://www.directionsforpartners.com/conferences-and-events/days-of-knowledge/nordic-2024

https://nordicsummit.info/

https://www.scottishsummit.com/

https://cloudtechtallinn.com/

https://colorcloud.rocks/

https://www.dynamicsminds.com/

https://www.sharepointeurope.com/european-power-platform-conference/

https://www.communityevents.it/

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Security and Governance with Foyin Olajide-Bello

Episode 130: Markus Erlandsson has a discussion with Foyin Olajide-Bello from Avanade about Governance and Security in the Power Platform. Foyin provides her insights with some do’s and don’ts, where she talks about environment strategies and what happens if you just use the default environment. Then Foyin continues into security where she discusses tenant isolation DLP and more.

Bio

Foyin is a passionate, self-driven Solutions Architect who has an insatiable desire to make a difference for the better. She lives with the quote “I need to leave it better than I met it” and has translated this into every area of her life. She is a Solutions Architect and Manager @ Avanade, with over 14 years of quality work experience. She has architected, deployed and administered Software Projects across various industry verticals including Banking, Manufacturing, Education, Health, Oil&Gas and Public Sector.

Her goal over the years has been to help the Knowledge Workers do more with less and I have found a deep connection with the concept of Citizen Development as an enabler in Enterprises to achieve this.

She believes strongly in knowledge sharing and is a Microsoft community leader who has been awarded the Microsoft Most Valuable Professional (MVP) award for 3 consecutive years. She is an advocate for women’s empowerment through Technology and is the Founder of TechStylers – a community to upskill ladies and women in technology through coaching and 360-degree mentoring. She is also an active member of CWiT – Connecting Women in Technology, Ireland.

Links

https://www.linkedin.com/in/foyin-olajide-bello/

https://twitter.com/Foyinb

https://www.linkedin.com/in/claire-edgson/

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

https://learn.microsoft.com/en-us/power-platform/admin/security

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10 Years of CRM Rocks

CRM Rocks

Episode 129: Markus Erlandsson thanks everyone for the 10 Years and invites a couple of guests to join in the celebration of CRM Rocks.

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2023 Release wave 2 with Benedikt Bergmann

Episode 128: Markus Erlandsson engages in a discussion with Benedikt Bergmann from CRM-Konsulterna about what is new in the 2023 release wave 2. Benedikt provides his insights into what he thinks are important changes and Markus gives his points.

Bio

Benedikt works as a Power Platform Consultant at CRM Konsulterna in Dynamics 365 CE and Power Platform.

He started his career as a developer of .Net custom applications and frontend development.
He has been working exclusively with Dynamics 365 and the Power Platform since 2017. In this area, he has been working as a developer and since 2018 as a solution architect.

Furthermore, he is active in the community around the Power Platform and runs both a blog and a YouTube channel.

In January 2021 he was awarded the Microsoft Most Valuable Professional (MVP) award.

Links

https://learn.microsoft.com/en-us/power-platform/release-plan/2023wave2/power-apps/planned-features

https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave2/

https://benediktbergmann.eu/2023/07/18/release-2023-wave-2-summary/

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PCF in 2023 with Diana Birkelbach

Episode 127: Markus Erlandsson and Heidi Neuhauser engage in a discussion with Diana Birkelbach from Orbis regarding what is new in PCF. Diana provides insights into the evolution of PCFs lately and how they have changed towards the better, she then continues to go through the different variants to help us understand.

Bio

Diana Birkelbach is a Microsoft Business Application MVP from Germany. She works as a Principal Software Architect at ORBIS SE. She has over 20 years of experience in web development, working with Dynamics 365 right from the beginning (back then Microsoft CRM v1.2). She is focused on the ProDev aspects of the Power Platform, being enthusiastic about Power Apps Component Framework (PCF) development. You can call her PCFLady.
Find her answering questions in the “Power Apps Pro Dev & ISV” Forum, blogging on her “Dianamics” blog site (dianabirkelbach.wordpress.com), sharing videos on YouTube (/youtube.com/@pcflady), and sharing PCF controls on https://pcf.gallery/.

Links

https://learn.microsoft.com/en-us/power-apps/developer/component-framework/

https://learn.microsoft.com/en-us/power-apps/developer/component-framework/implementing-controls-using-typescript?tabs=before

https://learn.develop1.net/courses/pcf-for-model-driven-apps

https://dianabirkelbach.wordpress.com

https://www.youtube.com/@PCFLady

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Copilot for Power Platform and D365 with Lisa Crosbie

Episode 126: Markus Erlandsson and Heidi Neuhauser engage in a discussion with Lisa Crosbie from Barhead Solutions regarding the upcoming Copilot for Power Platform and Dynamics 365. Lisa provides insights into the evolution of AI features within the platform and where they show up, she then continues to talk about where the copilot can be the most useful for both makers and users.

Bio

Lisa Crosbie is known for her contagious enthusiasm for low code technology, Power Platform, and Dynamics 365, and helping people understand what’s possible in business applications.

Lisa started as a Dynamics 365 customer and business user who tortured Excel, and now works as a Tech Evangelist at Barhead Solutions, where she runs envisioning workshops, ideation sessions, and demos, helping customers map the right technology to their business problems, get the most out of what they’ve paid for, and plan their technology roadmaps.

Lisa has received the ARN Innovation Award for Technical Excellence and the ARN Women in ICT Award – Technical category. She is a Microsoft Business Applications MVP, Microsoft Certified Trainer, and LinkedIn Learning Instructor, and has a popular YouTube channel that helps people get started with Microsoft Business Applications. She is an international speaker at Microsoft and community events.

Links

https://www.youtube.com/LisaCrosbie

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Cloud for healthcare with Jim Novak

Episode 125: Markus Erlandsson engages in a discussion with Jim Novak from Microsoft regarding the Cloud for healthcare industry solution. Jim provides insights into its evolution from an accelerator to a broader solution and sheds light on the significance of “cloud for” in its name. Furthermore, he emphasizes Microsoft’s extensive efforts towards integration with this solution.

Bio

Principal Software Engineer at Microsoft and former Microsoft Business Applications MVP – and healthcare industries.

Links

https://www.microsoft.com/en-us/industry/

https://learn.microsoft.com/en-us/industry/healthcare/overview

https://events.microsoft.com/en-us/allevents/?search=App%20in%20a%20Day&clientTimeZone=1&startTime=06:00&endTime=11:00&view=list&industry=Healthcare

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User Adoption and Learning Methodologies with Asif Rehmani

Episode 124: Markus Erlandsson and Heidi Neuhauser has a chat with Asif Rehmani from VisualSP about user adoption and learning methodologies. Asif starts by explaining what contextual microlearning is and how it can work with Dynamics 365 users. How users easily can get to the learning opportunities with the users need it.

Bio

Asif Rehmani is the CEO at VisualSP and a 16-time Microsoft MVP. His focus is on helping organizations train and support their employees.

Links

https://www.visualsp.com/

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Best of 2023 Release Wave 1

Episode 123: Markus Erlandsson and Heidi Neuhauser have a chat about news from Microsoft over the coming 6 months. Both go through their best of 2023 release wave

https://experience.dynamics.com/releaseplans/

Ability to delete users from environments

https://learn.microsoft.com/en-us/power-platform/admin/delete-users

Approve mailbox without admin

https://learn.microsoft.com/en-gb/power-platform/admin/connect-exchange-online#approve-your-own-user-mailbox

Power Pipelines

https://learn.microsoft.com/en-us/power-platform/alm/pipelines

use natural Language to create flows

https://learn.microsoft.com/en-us/power-platform/release-plan/2023wave1/power-automate/use-natural-language-create-flows

New look and feel

https://learn.microsoft.com/en-us/power-platform/release-plan/2023wave1/power-apps/enjoy-new-look-feel-model-driven-power-apps

Associate activities with other activities

https://learn.microsoft.com/en-us/power-platform/release-plan/2023wave1/data-platform/associate-activities-other-activities

Drag and drop to build responsive pages more easily

https://learn.microsoft.com/en-us/power-platform/release-plan/2023wave1/power-apps/drag-drop-build-responsive-pages-more-easily

Manage Power pages ALM using solutions

https://learn.microsoft.com/en-us/power-platform/release-plan/2023wave1/power-pages/manage-power-pages-alm-using-solutions

Prevent messages fatigue

https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/prevent-message-fatigue-limiting-messages-sent-customer-specific-period

Store cloud flow execution history in Microsoft Dataverse

https://learn.microsoft.com/en-us/power-platform/release-plan/2023wave1/power-automate/store-cloud-execution-history-dataverse

Use versioning for solution cloud flows

https://learn.microsoft.com/en-us/power-platform/release-plan/2023wave1/power-automate/use-versioning-solution-cloud-flows

Validate email on lead

https://learn.microsoft.com/en-us/dynamics365/sales/enable-email-validation

Microsoft Dataverse (legacy) connector (CDS 2.0 connector) for Power Automate flows will be deprecated and replaced with another connector

https://learn.microsoft.com/en-us/power-platform/important-changes-coming#microsoft-dataverse-legacy-connector-cds-20-connector-for-power-automate-flows-will-be-deprecated-and-replaced-with-another-connector

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Portals to Pages with Nick Doelman

Episode 122: Markus Erlandsson has a chat with Nick Doelman from Microsoft about Power Apps Portals to Power Pages, and what the key changes are. Nick starts by summarizing some recent news then explains the name change to Poages and goes through some of the news in the upcoming 2023 release wave 1.

Bio

Nick is a senior content developer at Microsoft, focused on developing Power Pages content. Prior to joining Microsoft, Nick was a trainer and consultant focused on the Power Platform. Nick has been awarded the Microsoft Most Valuable Professional (MVP) award from 2017 to 2021 and is a Microsoft Certified Trainer (MCT) since 2019.

Links

https://learn.microsoft.com/en-us/power-pages/introduction

https://powerpages.microsoft.com/en-us/pricing/

https://learn.microsoft.com/en-us/power-platform/admin/pay-as-you-go-meters?tabs=image#power-pages-meters-preview

https://twitter.com/readyxrm

https://readyxrm.blog/

https://www.youtube.com/channel/UCK6qAkh_HlO38zh7K5d5O8A

https://github.com/readyxrm