CRM Rocks

Episode 143: Markus Erlandsson and Malin Martnes chatted with Duke DeVan from RSM about the Opportunities the power platform and the community offer. Duke started by explaining how he was cooking competitively, joined Power Platform Community forums, and began speaking at conferences.

Bio

As a Power Platform Supervisor and Architect at RSM, I specialize in leveraging the Microsoft Power Platform to enable clients to automate workflows, develop custom applications, and integrate various data sources. My expertise is backed by multiple Microsoft certifications, including Power Platform Fundamentals, Functional Consultant Associate, and App Maker Associate. These certifications underscore my proficiency and deep understanding of Microsoft products.

In addition to my role at RSM, I bring over five years of experience in self-employment as a Power Platform Consultant. This period has been marked by successful delivery of tailored solutions for a diverse range of projects and clients. My core competencies lie in Power Automate, Power Platform, and Microsoft Products, complemented by robust skills in communication, collaboration, and problem-solving.

Recently, I have expanded my skill set to include Azure Logic Apps, enhancing my ability to create more complex and integrated solutions within the Microsoft ecosystem. This new expertise allows me to offer more comprehensive services, bridging various applications and services seamlessly for improved business processes.

My mission remains steadfast: to enable and empower organizations to optimize their processes, enhance their productivity, and achieve their goals using the Microsoft Power Platform. I am deeply passionate about continuous learning, sharing best practices, and devising innovative solutions that deliver tangible value and impact. My expanded expertise in Azure Logic Apps, combined with my experience and certifications, positions me uniquely to offer cutting-edge solutions in the ever-evolving landscape of business technology.

Links

https://www.ppweekly.com

https://dukedevan.com

Community forums: https://community.dynamics.com/

LinkedIn groups:

Microsoft Power Platform: https://www.linkedin.com/groups/13659451/

Power Apps & Power Automate: https://www.linkedin.com/groups/10482811/

Twitter/X and follow the hashtags

https://twitter.com/hashtag/PowerAuomate?src=hashtag_click

https://twitter.com/hashtag/powerplatform?src=hashtag_click

https://www.matthewdevaney.com

https://hartofthemidlands.co.uk

Women in dynamics now: https://www.diversityindynamics.org/

Book: Becoming a dynamics marketing functional consultant: https://www.amazon.com/Becoming-Microsoft-Marketing-Functional-Consultant/dp/1803234601

Episode 142: Markus Erlandsson and Malin Martnes chatted with Mats Necker from knk Customer Engagement about Power Automate. Mats started by explaining how he convinced speakers to dye their hair at Color Cloud Hamburg. When discussing Power Automate, Mats is passionate about its power and all the abilities that it has, however, some drawbacks make it less suitable as an integration tool. He ends the episode with a discussion of both how we can help with improving a common community tenant and donating to see Mats do Drag at the Scottish Summit!

Bio

I like lots of stuff Power Platform Dynamics 365 Azure

Microsoft MVP blogs at https://nckr.de

I worked for over 10 years with Microsoft Biz Apps as a solution architect/developer, starting with Business Central nowadays love the Power Platform & Azure

Building repeatable software at knk Group

Links

https://www.justgiving.com/campaign/scottishsummitdrag

Episode 141: Markus Erlandsson and Malin Martnes chatted with Edit Kapcari from ORBIS SE about Power Platform Adoption Gone Wrong. Edit started by explaining why the Why is so important and why that is the top 1 failing in adoption.

Bio

I have been part of the Microsoft ecosystem since mid-2017. My journey started as a Dynamics 365 Developer, focusing mainly on Sales with some involvement in Service. In 2018, I was introduced to Power Platform at a Microsoft Germany Partner Hackathon and helped develop a solution that predicts optimal ferry routes for logistics companies.

Today I am a Power Platform Advisor and lead an incredible team of experts at ORBIS SE, who are turning challenges into opportunities, by building innovative solutions and empowering organizations to reach new heights.

In implementation projects, I play a dynamic role, from pre-sales and sales activities to kick-off phases, transitioning to a supportive and facilitative role as the project progresses. However, when guiding organizations in adopting Power Platform and defining security guidelines, I take a holistic approach, assisting the customer throughout the entire journey, including assessing their infrastructure and needs, providing coaching and guidance on governance within Power Platform, and jointly implementing an adoption strategy encompassing Center of Excellence roles, responsibilities, delivery models, processes, culture and tools.

Links

Microsoft Power Platform guidance documentation – Power Platform | Microsoft Learn

Power Platform Well-Architected – Power Platform | Microsoft Learn

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

https://www.linkedin.com/in/michaelroth42

https://www.linkedin.com/in/claire-edgson

Episode 140: Markus Erlandsson and Malin Martnes chatted with Pauline Kolde from Cluster Reply about the art of customer insights. Pauline starts by explaining how she got into Customer Insights and got to where she is today. She then continues to talk about the current trends in customer data management and how data quality is at the heart of marketing.

Bio

Hey there! I am a Dynamics 365 and Customer Experience consultant for more than 6 years now. Since Dynamics 365 Marketing came on the market, I’ve been whirling through the exciting world of segments, events and journeys. But there is also so much to discover and new things to do that it never gets boring.

In my quest for the simplest solutions, the Microsoft community has never disappointed me and has given me so much that I want to give back as well. This blog is my way to contribute and share my experiences and ideas with you.

But in my spare time it doesn’t get boring either. When I’m not working on client projects or writing this blog, you can find me scurrying around the world, eating good food, or knitting, knitting, knitting.

I’m super excited for you guys to be a part of my journey! And I hope you gain as much inspiration and knowledge from my posts as I have. Don’t forget to check back regularly, because there’s always something new to discover and learn!

Links

https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/real-time-marketing-double-opt-in

New certification: https://learn.microsoft.com/en-us/credentials/certifications/d365-customer-experience-analyst-associate/

https://nordicsummit.info/agenda

https://www.scottishsummit.com

https://community.dynamics.com/usergroups/details/?groupid=94c47b2f-3bd8-4b01-9540-c75c58aa8766

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/

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

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.

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

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/

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.