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-spr...
Apr 14, 2018
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 versions ...
Mar 24, 2018
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 con...
Feb 14, 2018
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 management ...
Jan 14, 2018
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 Yack ...
Dec 14, 2017
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-Sara...
Nov 14, 2017
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/crmro...
Oct 14, 2017
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-gpdr...
Sep 14, 2017
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 effe...
Aug 18, 2017
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-Gal...
Jun 13, 2017
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 Le...
May 20, 2017
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 and...
Apr 21, 2017
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 Dev...
Mar 14, 2017
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 Mic...
Feb 14, 2017
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 on...
Jan 25, 2017
Episode 48: Markus Erlandsson talks to Jason Lattimer from PowerObjects about moving from Soap to Web Api, using his tool Crm Rest Builder and other ways of. Bio: Jason Lattimer is a 4 time Microsoft Dynamcis CRM MVP and maker of several CRM utilities and devlopment tools. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-48-Soap-to-Web-Api-with-Jason-Lattimer.mp3 Links: CRM REST Builder , Jason Lattimer on Git Hub The post Soap to Web Api with Jason Lattimer f...
Dec 02, 2016
Episode 47 were Markus Erlandsson talks to George Doubinski about how to develop for Dynamics 365 and what is new. They are going all over the place and talks about everything from Fields Service via Customer Insights to Data Export and Editable Grids. Bio: George Doubinski is a 9th time CRM MVP specialising in all things difficult. If you cannot find him online poking crmtipoftheday.com or crm.audio, it must be a rare occasion when he sleeps, spends time with his family or travels from A to B. ...
Nov 14, 2016
Episode 46 where Markus Erlandsson talks to Philip Verlinden from Microsoft Consulting Services about the new Dynamics 365, and what he is excited about. He works at Microsoft but here he gives his personal views on these topics. Bio : Philip is a Microsoft Dynamics CRM Senior Consultant @ Dynamics Domain, Azure aficionado, proud father and partner, passionately working @ Microsoft https://media.blubrry.com/crmrocks/b/content.blubrry.com/crmrocks/crmrocks-com-Episode-46-dynamics-365-first-view-c...
Oct 25, 2016
Episode 45: Markus Erlandsson talks to Andre Margono from Barhead Solutions. How do I get Certified? Who can get Certified? Why should I get Certified? All questions are answered here! Bio Andre Margono is currently working as Solution Architect at Barhead Solutions and based in Melbourne, Australia. For the past 6 years he has been delivering CRM solutions for customers in Australia. Andre is a current Microsoft Dynamics CRM MVP for his contribution in Dynamics CRM community and has been active...
Sep 14, 2016
Episode 44: Markus Erlandsson talks about tools to improve your productivity when developing for and administrating your Dynamics CRM organization https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-44-tools-for-productivity.mp3 Links: Software Development Kit for Microsoft Dynamics CRM , SDK Download , XrmToolBox , XrmToolkit (Crm Solution Manager) , Diagnostics tool , Trace Reader The post Tools for productivity first appeared on CRM Rocks ....
Aug 31, 2016
Episode 43: Markus Erlandsson talks to Stephane Dorrekens from Nerea about how you admin your Dynmics CRM System. Keep it running at full speed and with good data quality https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-43-Tips-and-tricks-for-a-CRM-admin-with-Staphane-Dorrekens.mp3 Links: Data Performance , Org Insights , CRMUG Belux , Nerea Products , Pal Tool, Attachment Extractor The post Tips and tricks for a CRM admin with Stephane Dorrekens first appeare...
Jul 13, 2016
Episode 42 where Markus Erlandsson talks to Gretchen Opferkew and Alex Fagundes from powerobjects about what’s new in Dynamics CRM 2016 and Update 1. Gretchen talks about learning paths and how you can learn faster. Alex talks about mobile client and sorts outs options for going offline and working with activities. Discussion continues with folder level tracking, Organization Insights dashboard and Power BI. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-42-...
Jun 27, 2016
Episode 41 where Markus Erlandsson talks to Steve Webb from The Portal Connector and pavliks.com about the process of designing and creating a portal. What gets user acceptance happen. How to get started. Pitfalls to miss and what to consider. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-41-Designing-Portal-with-Steve-Webb.mp3 Links: The Portal Connector site , Things to ask , Case Studies , Steves Twitter , Steves LinkedIn The post Designing Portal with S...
May 28, 2016
Episode 40 where Markus Erlandsson talks to Kristie Bylos from ClickDimensions about the value of marketing inside Dynamics CRM. Kristie talks about what the integrated story is with Dynamics CRM and ClickDimensions, how to start automating. What kinds of values can I expect and the ROI of that. Success stories and pitfalls to avoid. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-40-The-Value-of_Marketing-inside-Dynamics-CRM-with-Kristie-Bylos.mp3 Links: Cli...
Apr 28, 2016
Episode 39 where Markus Erlandsson talks to Ivan Stano from Resco about their purchase of CWR Mobility and what you can expect from them in the future https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-39-more-mobile-CRM-with-Ivan-Stano.mp3 Links: Ivans mail Resco acquires CWR mobile Resco homepage The post More mobile CRM with Ivan Stano first appeared on CRM Rocks ....
Mar 14, 2016•39 min
Episode 38 where Markus Erlandsson talks to Therese Reuterswärd from Nespresso about e-commerce, digital marketing and how that relates to CRM. How to get started and whats important, Therese gets it all explained here. https://media.blubrry.com/crmrocks/content.blubrry.com/crmrocks/crmrocks-com-Episode-38-ecommerce-digital-marketing-and-CRM-with-Therese-Reutersward.mp3 Links: Forrester Research – Full length reports on omnichannel, retail and customer experience (charges per download) Econsulta...
Feb 14, 2016
Episode 37 where Markus Erlandsson talks to Mitch Milam from xRM Coaches about how to develop for CRM. What is important and how to get started, as well as talking about tools to help you. https://crmrocks.com/wp-content/uploads/2016/01/crmrocks-com-Episode-37-Develop-for-CRM-with-Mitch-Milam.mp3 Links: xRM Coaches Webinars Explorer! for Dynamics CRM Teaching Tuesdays DYNAMICS CRM Team Development Best Practices Video xRM Coaches on YouTube Mitch on LinkedIn Jason Lattimers CRM Rest Builder Post...
Jan 19, 2016
Episode 36, Markus talks to Gustaf Westerlund on how you implement CRM. Gustaf gives his top 10 tips on how to be successful. https://crmrocks.com/wp-content/uploads/2015/12/crmrocks-com-Episode-36-Top-10-tips-to-successfully-implement-CRM-with-Gustaf-Westerlund.mp3 Links: Gustafs blog post CRM UG webinar CRM UG Congress The post Top 10 tips for successfully implement CRM with Gustaf Westerlund first appeared on CRM Rocks ....
Dec 19, 2015
Episode 35: Markus Erlandsson talks to Therése Lorentzon about being an Entrepreneur and how you think about customers. What is your customer focus and how do you keep the balance when everything is on you? https://crmrocks.com/wp-content/uploads/2015/12/crmrocks-com-Episode-35-Being-an-Entrepreneur-with-Therese-Lorentzon.mp3 Links: Homepage Instagram https://www.facebook.com/thereselorentzonphotography The post Being an Entrepreneur with Therese Lorentzon first appeared on CRM Rocks ....
Nov 16, 2015
Episode 34: Markus Erlandsson talks to John Verdon and Christy Spokely from Extreme CRM about CRM Conference. The discussion starts with why I should go to a conference and continues with what I might gain from going. https://crmrocks.com/wp-content/uploads/2015/10/crmrocks-com-Episode-34-Crm-conference-with-John-Verdon-Christy-Spokley.mp3 Links: Extreme CRM Site LinkedIn Group Chisty Spokely’s links LinkedIn , email Johns Verdon’s links: LinkedIn , email The post CRM Conference with John Verdon...
Oct 28, 2015
