Episode 62: Markus Erlandsson talks to Britta Rekstad from MacGyverCRM. Britta explains the pros and cons with both Flow and Workflow, where each can fit and where you might not use them and in the end, it might not be a “vs” after all.
Britta is a 3 time Microsoft MVP as well as an independent consultant and trainer on Microsoft Dynamics 365 and earlier versions of CRM. In her spare time she hosts a class for people looking for make the leap into careers into Dynamics.
Episode 61: Markus Erlandsson talks to Daryl LaBar from PowerObjects about Code Reviewing and Refactoring. Daryl explains what a code review is, why you should do it what the benefits are and how to get going.
Daryl is a 2 time CRM MVP with over 7 years of Consulting experience with CRM Development. He is very active in the open source community. He contributes to the XrmToolBox (XrmToolBox.com) on a regular basis, is the creator of the XTB plugins “Early Bound Generator” and “Attribute Manager”, and also helps maintain the DefinitelyTyped TypeScript definition files. Daryl is also the creator of XrmUnitTest, an opensource C# Xrm Unit Testing / Framework Library, and a top Stack Overflow contributor for Crm related Tags. In addition Daryl works with fellow MVPs Julie Yack, David Yack, and Colin Vermander to maintain and advance the XrmVirtual User Group, as a Presenter, Host, and Twitter curator.
Episode 60: Markus Erlandsson talks to Maria Nordh from Acando about Digital Transformation and change. Maria starts with explaining what the therms mean and why you need to start. She describes how it affects the employees as well as the customers.
Maria is a goal-oriented senior consultant with many years of experience in global project management and change management within many different industries. She is a driving force in planning, executing and reporting. She has studied and worked in the USA, Germany & Japan. The international experience both as a student and as a consultant is essential when having coworkers from the whole world. Her Specialties are: Change Management, Project Management and as Workshop leader
Episode 59: Markus Erlandsson talks to Julie Yack from Colorado Technology Consultants about User groups online and xRMVirtual and what they can provide. Julie talks about how xRMVirtual started and what user groups and conferences are out there for you to take advantage of. If you don’t find your user group, you can always start your own.
Julie Yack is a Colorado-based Microsoft Business Solutions MVP serving clients across the globe, providing training, implementation, analysis and insight for companies wanting to take their service to the next level. Julie’s blog, www.julieyack.com, addresses pertinent topics of the day, ranging from Dynamics to technology in education to travel to voting rights. Julie is an accomplished author and publisher with several books on different technologies under her belt. Julie is a community leader, nationally, locally and online, serving on education committees and curriculum boards in Colorado and as a founding member of SouthColorado.net and xRMVirtual online. She knows how important it is to have your voice heard and has been honored to speak to elected officials at the US Capitol and to the Executive Staff at the White House on topics of technology legislation and the importance of STEM education in our k to 12 schools. Julie loves to spend her free time traveling with her husband and kids.
Episode 58: Markus Erlandsson talks to Sara Airgood from Digital Management about Worklow and Business Process Flow and how they can be combined to increase your productivity. Sara starts with talking about Workflow and how that works and how to create your own workflows. Then she describes how workflow can automate your Business Process Flows and avoid any unnecessary manual steps.
Sara Airgood is a Dynamics Consultant and Business Analyst with a passion for CRM. Working with all versions of the product since 4.0 over the past 7 years, she has enjoyed witnessing and participating in the evolution of Dynamics CRM/xRM/365. She finds configuration-only solutions when possible to meet requirements.
Episode 57: Markus Erlandsson talks to Jonas Rapp from Innofactor about Building FetchXML Builder and how you can use it for your own benefits. Jonas starts with describing what XrmToolBox is and how he uses that and the spin-off connector in his work. Then Jonas describes what FetchXML Builder is and what powers it brings, how to build your own XrmToolBox plugin. Then as usual with great powers comes great responsibilities.
Jonas has been a Software developer since 1994 and has been working with Microsoft Dynamics CRM since 2009.
He is a XrmToolBox contributor since 2014 and author of FetchXML Builder and Plugin Trace Viewer for XrmToolBox, and Shuffle based tools for Microsoft Dynamics 365 DevOps. Jonas continues to deliver value adding open source tools for the Dynamics 365 platform, with the Auto Number Manager as the latest addition,
He has been speaking at CRM Saturday and eXtreme365.
Episode 56: Markus Erlandsson talks to Mohamed Mostafa from TechLabs about General Data Protection Regulation (GDPR) and how that can impact Dynamics CRM. The discussion starts with Mohamed describes what GDPR is and what the intent with the regulation is, when do GDPR apply and why I should care. Mohamed goes on to talk about how to consider sensitive data and what solutions there are in Dynamics CRM.
Mohamed Mostafa is a Microsoft Most Valuable Professional who focuses on Architecting, Leading and Delivering Dynamics 365 Technology enabled Business Solutions and Digital Transformation programmes. He has been focusing on Microsoft Dynamics CRM for more than 12 years. He has led and delivered Dynamics programmes across various Industries and Sectors leading both onshore and offshore teams. Mohamed is also a regular speaker.
Episode 55: Markus Erlandsson talks to Jon Ferrara from Nimble about making CRM for the users, the discussion starts with how CRMs started and how to get usability and usage. Jon continues to discuss how to sell and where to start with your selling.
Jon Ferrara is a serial CRM and Relationship Management entrepreneur and noted speaker about Social Media’s effects on Sales and Marketing. His most recent venture Nimble.com, has re-imagined CRM by building a Simply Smarter Social Sales and Marketing platform. Jon is best known as the co-founder of GoldMine Software Corp, one of the early pioneers in the Sales Force Automation (SFA) and Customer Relationship Management (CRM) software categories for Small to Medium sized Businesses (SMBs).
Episode 54: Markus Erlandsson talks to Brian Galicia from Microsoft about Relationship sales and how that fit together with Dynamics 365 and LinkedIn, the discussion starts by Brian explaining what it is and how it works, and exemplifies how privacy works. Then goes on to discuss PointDrive as part of LinkedIn Sales Navigator and some common pitfalls.
Brian currently is the worldwide sales leader at Microsoft specific to the Sales Force Automation workload for Dynamics 365 and LinkedIn. He has been at Microsoft for 10+ years in various selling and marketing leadership roles helping customers make the digital transformation journey through making every customer engagement an intelligent one, to sell effectively, care everywhere, and market smarter. He was born and raised in the Pacific Northwest and holds a Bachelor of Science in Computer Science/Business from the University of Puget Sound. You can follow him on LinkedIn or twitter.
Episode 53: Markus Erlandsson talks to Ben Vollmer from Microsoft about Dynamics 365 for Field Service, Ben explains how to get started with Field Service as a consultant and as a customer, he continues to explain the two available addons “Resource Scheduling Optimization” and “Connected Field Service” and what pitfalls to avoid.
Ben Vollmer is Worldwide Field Service Leader and a 20-year veteran of the CRM Community. Ben was one of the first field resources dedicated to Dynamics CRM and has been involved with Dynamics CRM since the V1 Alpha. Prior to Microsoft, Ben has worked with a variety of CRM and Field Service solutions. Some of the notable customers he has helped get value from Dynamics include WellCare, Tyco, CSX and Raymond James. He has been involved with Dynamics CRM in a wide variety of roles.