podcast | CRM Rocks

Microsoft Fabric with Scott Sewell

Episode 139: Markus Erlandsson and Malin Martnes chatted with Scott Sewells from Microsoft about Microsoft Fabric, Power BI and Power Platform, Dataverse. Scott starts by explaining what Microsoft Fabric is and how Power BI fits in.

Bio

I am passionate about helping users gain insights and value from their Dataverse data with the incredible Microsoft Fabric suite of data tools. In my role as a Principal Program Manager at Microsoft, I leverage my expertise in Fabric, Power BI, and Dynamics 365 to deliver solutions that enable data-driven decision-making and digital transformation for customers across various industries and domains.

Previously, as a Dynamics 365 Global Black Belt and a Senior Solutions Architect, I worked with the Microsoft Power Platform to evangelize and implement BI and AI solutions that unlocked the potential of CRM and ERP data. I led a team of architects, data scientists, and analytics consultants who tackled complex business problems with the Microsoft BI stack. I also contributed to two books on CRM best practices and strategies, sharing my knowledge and experience with the CRM community.

Links
https://learn.microsoft.com/en-us/training/paths/get-started-fabric/

https://www.youtube.com/@MSFT_ScottSewell https://www.linkedin.com/in/mscottsewell/

Podcast: Play in new window | Download

Subscribe: RSS

FastTrack Recognised Solution Architect with Matt Collins-Jones

Episode 138: Markus Erlandsson and Malin Martnes chatted with Matt Collins-Jones from Capgemini about his FastTrack Recognized Solution Architects in Power Automate. Matt posted a video a day on YouTube for more than a year. Matt starts by explaining his journey to the recognition and then what he has learned.

Bio

A hardworking, Power Platform enthusiast, who loves to be challenged. An avid student and teacher, I volunteer to organise and present at numerous community events worldwide—a keen blogger and content creator with over 400 videos on YouTube.

Links

https://github.com/MattCollins-Jones/PowerAutomateArtemisFramework/wiki

https://github.com/MattCollins-Jones/PowerAutomateArtemisFramework/wiki/Cloud-Flow-Coding-Standards

https://twitter.com/D365Geek

https://www.mattcollinsjones.co.uk

https://www.linkedin.com/in/mattcollins-jones

https://youtube.com/mattcollinsjones

Podcast: Play in new window | Download

Subscribe: RSS

Building XrmToolBox Plugins with Carl Cookson

Episode 137: Markus Erlandsson and Malin Martnes chatted with Carl Cookson about the plugins he made for XrmToolBox. Carl has written 7 plugins and contributed to two others. Carl starts by explaining what XrmToolBox helps with and how he has written multiple plugins.

Bio

As a driven, proven Solution Architect, I provide platforms and solutions to enterprises and large organisations. Passion and commitment to Microsoft technologies lead to the best possible digital solutions for clients driven by an engaged team.

With a history in pre-sales and delivery of large solutions, I take pride in building relationships with all stakeholders, internal and external. This has led to innovative approaches to driving digital transformation across multiple customers and industries.

My end goal is to make everyone’s life easier and ensure everyone has time to think about their customers needs rather than administrative tasks.
A Microsoft MVP for Business Applications since 2020 with a passion for evangelising and problem-solving across the Power Platform and creating tools to reduce the time spent on administration or reporting.

Podcast: Play in new window | Download

Subscribe: RSS

Dual write with Yannick Reekmans

Episode 136: Markus Erlandsson and Malin Martnes chatted with Yannick Reekmans from Qubix about Dual write. Yannick starts by explaining what Dual write is, what it is supposed to do and how it functions, then he begins to explain how the lack of documentation is making it hard to work with this great technology, harder than it needs to be.

Bio

Yannick a Microsoft 365 & Business Applications MVP was born and raised in SharePoint, starting his career in 2011 when SharePoint 2010 was still new and shiny. The changing reality of the cloud made him expand his knowledge to the whole of Microsoft 365, Azure, and Power Platform.

Yannick is a Managing Partner and Cloud Solution Architect at Qubix, a Belgium-based consultancy firm, responsible for the technical underpinnings of products and solutions. Problem-solving and development are his passions, and he is still working day-to-day with code.

Yannick always asks the important questions: How does it work? What do you want to achieve? Does it have an API? Do we really need development for this? Where’s the coffee?

Links

https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/dual-write/dual-write-home-page

https://www.yammer.com/dynamicsaxfeedbackprograms

https://colorcloud.rocks

Podcast: Play in new window | Download

Subscribe: RSS

Unique field service customer cases with Mark Christie

Episode 135: Markus Erlandsson and Malin Martnes chatted with Mark Christie from Proximo3 about unique field service customer cases. For the first time, we had to use a warning to sensitive listeners. Mark shared some of his experiences while working with some interesting and unusual field service cases.

Bio

Mark Christie has 19 Years of Microsoft Dynamics experience. Having initially worked in a Technical Support capacity he quickly moved into Consultancy and then onto an advisory role in Solution Architecture.

Mark has lead enterprise-level projects for the liked of ScotiaBank, Oxbow Coal, Ford, Lebara And GOV.UK, while also working with some great, not for profit organisations.

In the community is an evangelist in the Microsoft space as well as being a Microsoft MVP and MCT. He co-hosts a monthly Power Platform Podcast and is an organiser of the Scottish Summit conference.

You can also find Mark blogging on 365community.online or posting Power Platform videos on YouTube.

Links

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

https://twitter.com/themarkchristie

https://www.scottishsummit.com/

https://www.dynamicsminds.com/

https://colorcloud.rocks/

Podcast: Play in new window | Download

Subscribe: RSS

2024 Release Wave 1

Episode 134: Markus Erlandsson and Malin Martnes have collected three guests from their respective fields, Ben Vollmer about Field Service, Tricia Sinclair about Customer Service, and Benedikt Bermann about ALM. The episode finished with Malin Martnes sharing her best things in Customer Insights and Sales.

Podcast: Play in new window | Download

Subscribe: RSS

Building an MVP Business with Kathrine Hogseth

Episode 133: Markus Erlandsson and Malin Martnes chatted with Kathrine Hogseth about being the CEO of a successful business, where most of the business applications MVP’s in Sweden work. Has she made CRM-K an MVP-factory or, do they get MVP’s because of the mindset she’s implemented in the company? What is that mindset? As the company’s CEO, how does she make sure they hire the right people?

We finish the show talking about Malin’s new favourite Christmas song, see the link section to listen to it!

Listen to the podcast to find out more about CRM-K and Kathrine.

Bio

Kathrine Hogseth is a driving, extrovert and target oriented. Looking for creating win-win and keeping a strong customer focus.

Links

https://www.crmkonsulterna.se/

https://www.linkedin.com/in/kathrine-hogseth/

https://www.linkedin.com/company/crm-konsulterna/

https://www.youtube.com/watch?v=dAJnneJw0EU

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

https://colorcloud.rocks/

https://www.linkedin.com/posts/crm-konsulterna_crmk-last-christmas-activity-7140588661481390080-mJ7a?utm_source=share&utm_medium=member_desktop

Podcast: Play in new window | Download

Subscribe: RSS

Customer Insights with Malin Martnes

Episode 132: Markus Erlandsson discusses with Malin Martnes about the new Customer Insights. Malin starts by explaining what the change from old Customer Insights and Marketing is and how it affects customers. Malin provides her insights into what she thinks about this change, how the license will change and a bit about all the new features that are coming in the next months.

Bio

Malin Martnes is 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, she has 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.

Links

https://releaseplans.microsoft.com/en-us/?app=Marketing

https://releaseplans.microsoft.com/en-us/?app=Customer+Insights

https://malindonosomartnes.com/

Posts referred to in the episode from Malins blog:

New features December to March

Consent center in real-time marketing

https://macotra.no/

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

https://twitter.com/MalinMartnes

https://www.amazon.com/Becoming-Microsoft-Marketing-Functional-Consultant/dp/1803234601

Podcast: Play in new window | Download

Subscribe: RSS

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/

Podcast: Play in new window | Download

Subscribe: RSS

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