Episodes

Episode 71: Markus Erlandsson talks to Kirsten Edmondson Wolfe from Microsoft about AppSource. Kirsten explains what AppSource is and what the difference is from its predecessors. She continues to explain what the new ISV competency is and how you as a partner can use that, then she explains the benefits for ISV and how you can get … Continue reading AppSource with Kirsten Edmondson Wolfe The post AppSource with Kirsten Edmondson Wolfe first appeared on CRM Rocks.

Episode 70: Markus Erlandsson talks to Chris Mahanes from Provance about portals. Chris explains what a portal is and that you probably already pay for one. He continues to talk about why should use it what is the difference between a Partner, Employee, Customer, Custom Portals. Both online and on-premise works, how to do multi-lingual and how to work with Sharepoint documents and PowerBi Visuals inside Portals. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episod...

Episode 69: Markus Erlandsson talks to Chris Huntingford from Hitachi Solutions about the Custom Control Framework. Chris explains what this control framework is, and where you can find them and how you can use them. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-69-custom-control-framework.mp3 Bio Chris is exposing the AWESOMENESS of Microsoft Dynamics 365 Customer Engagement and the associated products. He is all about product evangelism and spreading th...

Episode 68: Markus Erlandsson talks to Steve Mordue from Forceworks about the Microsoft Power Platform. Steve starts by explaining what the Power Platform is and how it includes the Common Data Service (CDS), PowerApps, Power BI and Flow. Steve continues how this change to the Power Platform will change the apps that we build for Dynamics 365 Customer Engagement. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-68-power-platform.mp3 Bio Steve is a Microsoft ...

Episode 67: Gustaf Westerlund talks to Markus Erlandsson from Dynavigate about Who is your host Markus Erlandsson. Gustaf starts by asking about who Markus is and how he got started in CRM. Some horror stories from Markus own mistakes. How did podcast start back in 2013 and where does the name CRM Rocks come from? When did the pod not rock? How does Markus keep the energy for going 5 years? https://media.blubrry.com/crmrocks/b/content.blubrry.com/crmrocks/crmrocks-com-Episode-67-who-is-markus.m...

Episode 66: Markus Erlandsson talks to Jonas Rapp from Avanade about how you can upgrade your development. Jonas starts with explaining how you can work with webresources to show to version control your customizations, and then to how you can use build tools form CRM. Then the discussion continues to test and how you can use Selenium or EasyRepro, then final notes on how to improve your plugin development with Plugin Trace viewer or the Canary plugin and the new release notes for October Release...

Markus Erlandsson talks to Jon Ferarra from Nimble about Nimble Evolves to The Simple CRM for Office & Dynamics 365 https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-special-nimble-evolves.mp3 Bio: 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 kno...

Episode 65: Markus Erlandsson talks to Scott Durow from Develop 1, about what the Unified Interface is and what the news is there. How you can get to it and how to use it in the best way. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-65-Unified-Interface-with-Scott-Durow.mp3 Bio: Scott is a Microsoft Business Solutions MVP specializing in Dynamics 365. He is a committed and passionate software architect & technologist. Scott is a regular speaker at confer...

Episode 64: Markus Erlandsson talks to Rick McCutcheon from Full Contact Selling about how to work with Social Selling, how to think about your content and what message you are trying to convey. https://media.blubrry.com/crmrocks/b/content.blubrry.com/crmrocks/crmrocks-com-Episode-64-Social-Selling-with-Rick-McCutcheon.mp3 Bio: Rick has been involved in the CRM industry for over 20 years as a Senior Executive, Reseller, Board Member, Educator, Consultant and Professional Speaker. He is a Dynam...

Episode 63: Markus Erlandsson talks to Jukka Niiranen from Elisa about Dynamics 365 Spring Release 2018. Jukka explains what the new Business Application Platform is all about and how it is based on Common Data Service and how that is the 2.0 of XRM. We speculate if there ever will be a next version of on-premise and how the new licensing works for Marketing as well as what is new for GDPR and compliance. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-63-sp...

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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-62-flow-vs-workflow-with-Britta-Rekstad.mp3 Bio: Britta is a 3 time Microsoft MVP as well as an independent consultant and trainer on Microsoft Dynamics 365 and earlier versio...

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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-61-Code-Reviewing-and-Refactoring-with-Daryl-Labar.mp3 Bio: 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 c...

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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-60-digital-transformation-and-change-with-Maria-Nordh.mp3 Bio: Maria is a goal-oriented senior consultant with many years of experience in global project managemen...

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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-59-user-groups-online-and-xrmvirtual-with-Julie-Yack.mp3 Bio: Julie Yac...

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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-58-workflow-and-bpf-with-Sar...

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. https://media.blubrry.com/crmrocks/b/content.blubrry.com/crmrocks/crmr...

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. https://media.blubrry.com/crmrocks/b/content.blubrry.com/crmrocks/crmrocks-com-Episode-56-gpd...

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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-55-making-crm-for-the-users-with-jon-ferrara.mp3 Bio Jon Ferrara is a serial CRM and Relationship Management entrepreneur and noted speaker about Social Media’s ef...

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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-54-Relationship-sales-Dynamics365-and-LinkedIn-with-Brian-Ga...

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. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-53-Field-Service-with-Ben-Vollmer.mp3 Bio Ben Vollmer is Worldwide Field Service ...

Episode 52: Markus Erlandsson talks to Ulrik Calrsson (CRMChartGuy) from Elev8 Solutions about KPI and Analytics with Power BI, the conversation starts with what is the “power” on Power BI, and some pitfalls to avoid https://media.blubrry.com/crmrocks/b/content.blubrry.com/crmrocks/crmrocks-com-Episode-52-KPI-and-Analytics-with-Power-BI-with-Ulrik-Carlsson.mp3 Bio: Ulrik is from Denmark and has been living in San Francisco for just over 6 years and has been working with Dynamics for 12 years a...

Episode 51: Markus Erlandsson talks to Stefano Tempesta from EF, Education First about ranking opportunities in CRM with Azure Machine Learning (ML). EF gets 15 000 inquiries a day and they want to call the most interesting. Stefano starts with explaining what ML is and then how EF uses it to rank opportunities. https://media.blubrry.com/crmrocks/b/content.blubrry.com/crmrocks/crmrocks-com-Episode-51-CRM-and-Machine-Learning-with-Stefano-Tempesta.mp3 Bio: Stefano is a Microsoft MVP in Office D...

Episode 50: Markus Erlandsson talks to Jukka Niiranen from Digital Illustrated about The State of Dynamics 365 Sales in 2017. The discussion starts with what is happening with the term CRM and how is the xRM going forward? Then what’s happening with the Common Data Service. How are the apps, Customer Service, Field Services and Projects doing? Bio: Jukka works as a CRM Consultant at Digital Illustrated Finland, and is a Microsoft MVP for Business Solutions. He has 10 years of experience from M...

Episode 49: Markus Erlandsson talks to Gretchen Opferkew from PowerObjects HCL about how to get your user adoption going. Bio: Gretchen Opferkew is the Director of Education at PowerObjects HCL where she oversees both internal employee development, as well as customer trainings and community involvement. Having worked with Microsoft Dynamics CRM since 2006, Gretchen has over 200 implementations under her belt. She has been awarded Microsoft Dynamics CRM MVP the last 4 years and has been named ...