agile | CRM Rocks

Episode 112: Markus Erlandsson talks to Neil Benson from Customery about Agile CRM, where Neil shares how he makes estimates, handles tricky situations reduces fears of changes. He also talks about how customers can be good product owners.

Bio

Neil’s on a mission to help Microsoft customers and partners build agile business applications. He’s well known for his LEGO inspired content in his videos, training courses and even his podcast cover art. He’s been building Microsoft business apps since 2006, using Scrum since 2008 and a Microsoft MVP since 2010. Neil lives in Brisbane, Australia where he enjoys family days out and making pizza.

Links

Amazing Apps podcast: https://www.amazingapps.show/111

Customer Academy school: https://customery.com/crmrocks ($50 discount for CRM Rocks listeners).

Customery Academy YouTube channel: https://youtube.com/customeryacademy

Agile Applications User Group https://aka.ms/agileappsug

Neil Benson on LinkedIn https://linkedin.com/in/neilbenson

Neil Benson on Twitter https://twitter.com/customery

Free Agile Foundations for Microsoft Business Apps course https://customery.academy/courses/foundations

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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

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