CRM Rocks

Episode 125: Markus Erlandsson engages in a discussion with Jim Novak from Microsoft regarding the Cloud for healthcare industry solution. Jim provides insights into its evolution from an accelerator to a broader solution and sheds light on the significance of “cloud for” in its name. Furthermore, he emphasizes Microsoft’s extensive efforts towards integration with this solution.

Bio

Principal Software Engineer at Microsoft and former Microsoft Business Applications MVP – and healthcare industries.

Links

https://www.microsoft.com/en-us/industry/

https://learn.microsoft.com/en-us/industry/healthcare/overview

https://events.microsoft.com/en-us/allevents/?search=App%20in%20a%20Day&clientTimeZone=1&startTime=06:00&endTime=11:00&view=list&industry=Healthcare

Episode 124: Markus Erlandsson and Heidi Neuhauser has a chat with Asif Rehmani from VisualSP about user adoption and learning methodologies. Asif starts by explaining what contextual microlearning is and how it can work with Dynamics 365 users. How users easily can get to the learning opportunities with the users need it.

Bio

Asif Rehmani is the CEO at VisualSP and a 16-time Microsoft MVP. His focus is on helping organizations train and support their employees.

Links

https://www.visualsp.com/

Episode 123: Markus Erlandsson and Heidi Neuhauser have a chat about news from Microsoft over the coming 6 months. Both go through their best of 2023 release wave

https://experience.dynamics.com/releaseplans/

Ability to delete users from environments

https://learn.microsoft.com/en-us/power-platform/admin/delete-users

Approve mailbox without admin

https://learn.microsoft.com/en-gb/power-platform/admin/connect-exchange-online#approve-your-own-user-mailbox

Power Pipelines

https://learn.microsoft.com/en-us/power-platform/alm/pipelines

use natural Language to create flows

https://learn.microsoft.com/en-us/power-platform/release-plan/2023wave1/power-automate/use-natural-language-create-flows

New look and feel

https://learn.microsoft.com/en-us/power-platform/release-plan/2023wave1/power-apps/enjoy-new-look-feel-model-driven-power-apps

Associate activities with other activities

https://learn.microsoft.com/en-us/power-platform/release-plan/2023wave1/data-platform/associate-activities-other-activities

Drag and drop to build responsive pages more easily

https://learn.microsoft.com/en-us/power-platform/release-plan/2023wave1/power-apps/drag-drop-build-responsive-pages-more-easily

Manage Power pages ALM using solutions

https://learn.microsoft.com/en-us/power-platform/release-plan/2023wave1/power-pages/manage-power-pages-alm-using-solutions

Prevent messages fatigue

https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/prevent-message-fatigue-limiting-messages-sent-customer-specific-period

Store cloud flow execution history in Microsoft Dataverse

https://learn.microsoft.com/en-us/power-platform/release-plan/2023wave1/power-automate/store-cloud-execution-history-dataverse

Use versioning for solution cloud flows

https://learn.microsoft.com/en-us/power-platform/release-plan/2023wave1/power-automate/use-versioning-solution-cloud-flows

Validate email on lead

https://learn.microsoft.com/en-us/dynamics365/sales/enable-email-validation

Microsoft Dataverse (legacy) connector (CDS 2.0 connector) for Power Automate flows will be deprecated and replaced with another connector

https://learn.microsoft.com/en-us/power-platform/important-changes-coming#microsoft-dataverse-legacy-connector-cds-20-connector-for-power-automate-flows-will-be-deprecated-and-replaced-with-another-connector

Episode 122: Markus Erlandsson has a chat with Nick Doelman from Microsoft about Power Apps Portals to Power Pages, and what the key changes are. Nick starts by summarizing some recent news then explains the name change to Poages and goes through some of the news in the upcoming 2023 release wave 1.

Bio

Nick is a senior content developer at Microsoft, focused on developing Power Pages content.  Prior to joining Microsoft, Nick was a trainer and consultant focused on the Power Platform. Nick has been awarded the Microsoft Most Valuable Professional (MVP) award from 2017 to 2021 and is a Microsoft Certified Trainer (MCT) since 2019.

Links

https://learn.microsoft.com/en-us/power-pages/introduction

https://powerpages.microsoft.com/en-us/pricing/

https://learn.microsoft.com/en-us/power-platform/admin/pay-as-you-go-meters?tabs=image#power-pages-meters-preview

https://twitter.com/readyxrm

https://readyxrm.blog/

https://www.youtube.com/channel/UCK6qAkh_HlO38zh7K5d5O8A

https://github.com/readyxrm

Episode 121: Markus Erlandsson and Heidi Neuhauser have a chat with Scott Sewell from Microsoft about Power BI and Dataverse and how you get them to work together easily. Scott starts by summarizing some recent news and how he has made a new modelling guide for Power Platform and with it, you can take advantage of alot of the things that Scott has learned.

Bio

January 2023 marks 20 years since I first started implementing the first part of the Power Platform, Microsoft CRM 1.0 – First as a consultant with a small ISV and later as a senior architect with one of the largest Dynamics partner organizations in the world.

Since joining Microsoft 5 years ago, I’ve served as a Global Black Belt on the sales side of Business Applications before joining the Power BI engineering team as a Principal Program Manager.

I now focus on helping Microsoft Power Platform users transform the data they have in Dataverse into the practical value, insights, and decision supports they need through the use of Microsoft’s Power BI and Synapse digital transformation suite.

Links

mscottsewell/Power-BI-D365-Sales: Power BI Dynamics 365 CE Sales! (beta) Template Sales Reports for Power BI and Dataverse. (github.com)

Power BI modeling guidance for Power Platform – Power BI | Microsoft Learn

Use SQL to query data (Microsoft Dataverse) – Power Apps | Microsoft Learn

Visualize your data quickly from Power Apps and Dynamics 365 apps – Power BI | Microsoft Learn

Power BI content management in Power Apps solutions (preview) – Power Apps | Microsoft Learn

Create an Azure Synapse Link for Dataverse with your Azure Synapse Workspace – Power Apps | Microsoft Learn

Scott Sewell | LinkedIn

Scott Sewell (@[email protected]) – TechHub

Scott Sewell – YouTube

Episode 120: Markus Erlandsson and Heidi Neuhauser have a chat with Jason Gumpert from MS Dynamics World about the state of Dynamics CRM and Power Platform in 2022 where the three of us talk about Government, Digital Contact Center Platform, Viva Sales, Release Notes, changes in the partner program and more…

Bio

Jason is the editor and co-founder of MSDynamicsWorld.com, they’re an independent publication focused on the Microsoft Dynamics and Power Platform ecosystem. Before that, he spent ten years working in various consulting, development, and other service roles in the enterprise software world.

Links

https://msdynamicsworld.com/story/msdw-podcast-whats-changed-smb-dynamics-partners-microsoft-cloud-partner-program

Episode 119: Markus Erlandsson talks to Rick McCutcheon from Full Contact Selling about Partner Talk. Rick starts by explaining what a good partner is, both to customers and to Microsoft and how you can become a good partner yourself. The discussion continues with Microsoft Partner Program and then to Independent Software Vendors and how they can use partner-to-partner relationships to their benefit. Rick explains his LinkedIn strategy and how you can get started with your partner journey.

Bio

Rick has been involved with the CRM industry for over 20 years as a Company Founder, Senior Executive, Reseller, Board Member, Educator and Professional Speaker. He currently leads a Social Selling and Microsoft Dynamics 365 Educational Practice. Partners. My side hustle is working with several Regional Innovation Centres helping early stage B2B startups accelerate their business.

Links

https://www.partnertalks.com/

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

Episode 118: Markus Erlandsson and Heidi Neuhauser have a chat with Molly Fuschel from Dynamics User Group (DUG) about DynamicsCon live debrief. Molly starts by explaining how she as a community cheerleader supports communities and how to build both local and virtual meet-ups. The conversation then continues to all the good things about DynaimcsCon DUGs conference, what was popular and you can start your own local meet-up.

Bio

Molly is President at Dynamics User Group and a Global Microsoft Dynamics 365 & Power Platform community builder one connection at a time.

Links

https://dynamicsusergroup.com/

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

https://twitter.com/MollyFuchsel

Episode 117: Markus Erlandsson and Heidi Neuhauser have a chat with Chris Cognetta from congruentX about Viva Sales. Chris starts by explaining the Viva brand as a whole and how Viva Sales join into that, then Chris explains Viva Sales features and it is now a lot easier to use advanced AI features to turn conversations into actions.

Bio

Chris Cognetta is the Chief Technology and Innovation Officer for congruentX.  Chris is based in Tampa, Florida, originally from New York growing up in South Florida. Chris is a proven hands-on, servant leader with over 25 years of various industry experience, across many different technology platforms and architectures.  Chris is a 10x time Microsoft Business Solutions 365 MVP, has an infrastructure, cloud & application architecture background and has been implementing global Dynamics CRM/D365 implementations since its inception. Chris is an active community member, Azure & CRMUG Medic Founder and sits on the D365/CRMUG Programming Board. Chris is a frequent speaker and organizer at various D365/CRM/Azure events and User Group conferences.  Chris is also the Vice President of Tampa Community (formerly TampaDev).

Links

https://techcommunity.microsoft.com/t5/microsoft-viva-blog/announcing-microsoft-viva-sales-public-preview-the-future-of/ba-p/3586178

https://www.youtube.com/watch?v=gfumpaVlE-Q&list=PLfbrTynFcaGVGnxCdSUnY38BW1ZpiBe6o

https://congruentx.com/

https://resources.congruentx.com/dialogueprimeci

Episode 116: Markus Erlandsson and Heidi Neuhauser share their best news from the release plan to 2022 release wave 2.

Links

https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave2/

https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/

•  SDK supporting .Net Core

For more than 2 years we have been waiting for this, and it’s finally here!

https://powerapps.microsoft.com/en-us/blog/dataverse-service-client-is-now-generally-available/

• Create multiple, update multiple, upsert multiple

https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/data-platform/use-optimized-apis-bulk-data-operations

• Conditional execution for plugin

https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/data-platform/enable-conditional-execution-improved-plug-in-execution-efficiency

• Adding nuget packades to plugins

https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/data-platform/dependent-assemblies-support-plug-ins

• Adding Power Fx to Business rules, calculated columns

https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/data-platform/enable-power-fx-dataverse-business-rules

https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/power-apps/dataverse-tables-integrated-inside-power-apps-studio

https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave1/data-platform/enable-power-fx-formula-columns-inside-dataverse-tables

• Create Power Fx columns in Dataverse

https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave1/data-platform/enable-power-fx-formula-columns-inside-dataverse-tables

• Grid controls, grouping aggregation, nested

https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/power-apps/grid-control-support-grouping-aggregation-nested-grids

• Update to Virtual Tables, more easily to external sources

https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/power-apps/connect-external-data-dataverse

https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/data-platform/virtual-tables-between-dataverse-instances

https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/data-platform/connector-provider-non-tabular-virtual-tables

• Enhanced Teams collaboration in Dynamics 365

https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave2/sales/dynamics365-sales/teams-outlook-collaboration

https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave2/service/dynamics365-customer-service/planned-features#teams-integration

• Copy a Link:

https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/power-apps/easily-copy-links-records

• Sellers Dashboard:

https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave2/sales/dynamics365-sales/track-progress-using-seller-dashboard

• Swarming:

https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave2/service/dynamics365-customer-service/use-customer-support-swarming-complex-cases

• Outlook integration enhancements

https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave2/sales/dynamics365-sales/share-dynamics-365-records-as-information-cards-email-content-dynamics-365-app-outlook

• Sequential approvals in power automate

https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave2/power-automate/support-sequential-approvals-power-automate