CRM Rocks

Markus Erlandsson talks to Nick Doelman about Power Apps Portals and how they are evolving. Nick starts with explaining a bit of the recent history from Adx Portals to Dynamics Portals to the new Power Apps Portals. Then he continues to the new designer and how you can use portals in both consumer and business relationships, how you get started using the templates. What is the difference to the Event Portal in Marketing, licensing tips and tricks and more.

Bio

Nick Doelman is Microsoft

Nick is also a nationally qualified competitive Powerlifter and has competed at the 2018 and 2019 Canadian National Powerlifting Championships

Links

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

https://docs.microsoft.com/en-gb/powerapps/maker/portals/overview

https://docs.microsoft.com/en-us/learn/paths/get-started-dynamics-365-portals/

Markus Erlandsson talks to John Gravely from SalesSpark about how John has managed to build and sell two international ISVs and now has started his third. John explains what he thinks is important when looking for an idea in the CRM space, then John continues to explain how to build his team and what values are important. How to attract talent and build a support organisation and use Microsoft Partner to your benefits.

Bio

John is the Co-Founder and Chief Executive Officer of SalesSpark with overall responsibility for sales and marketing. SalesSpark is John’s 3rd startup in the Dynamics 365 CRM space. John was previously the founder and CEO of ClickDimensions, a provider of marketing automation solutions for Dynamics 365. John founded ClickDimensions in 2010 and lead the company through three years on the INC 500 (2015 – 2017) before selling to private equity firm Accel KKR. Prior to ClickDimensions, John founded and lead c360 Solutions, a provider of add-on solutions in the early days of Dynamics CRM. John sold c360 to a public company (China Dot Com) in 2006.

Links

https://twitter.com/getsalesspark

https://www.linkedin.com/company/salesspark/

Episode 84: Markus Erlandsson talks to Guus Krabbenborg from Dynamics and More about Digital Transformation and what a makes a digital transformation project successful. Guus start with explaining what is important and how to succeed by doing the journey yourself first.

Bio

Guus Krabbenborg is a highly-experienced business trainer and consultant with a well-earned reputation in the international Microsoft Dynamics arena. He has managed and co-owned several software companies and was Sales Director for Navision Software in The Netherlands.

Guus is co-founder and

Recently, Guus started

Guus also is a member of the Partner Advisory Council for DIRECTIONS4PARTERS – the community of D365 BC partners in the EMEA and ASIA regions. 

Finally, Guus is a frequent speaker at various international Microsoft events like Inspire, eXtreme365 and DIRECTIONS (for partners) and the SUMMIT eventS of DYNAMIC Communities (for customers). His approach is perceived by both customers and partners as inspiring, creative and provocative – but always entertaining. 

Links

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

[email protected]

Episode 83: Markus Erlandsson talks to Guro Faller from Avanade about Dynamics 365 Marketing where Guro explains the capabilities and the features of the application. Guro talks about Customer journeys, email marketing, asset management and event management, she continues to explain how Marketing and Sales works together and what is new in the latest 2019 Release wave 2.

Bio

Guro has ten years’ experience in IT, working in different roles varying from support and applications maintenance, event management, user experience, digital marketing, customer service and everything evolving around CRM-systems; she has for the last seven years focused her career around CRM and Dynamics platform. Currently working as Head of CRM in Avanade Norway and Solution Architect.

Links

https://docs.microsoft.com/en-us/dynamics365/marketing/help-hub

https://dynamics.microsoft.com/en-us/pricing/#Marketing

https://dynamics.microsoft.com/en-us/marketing/overview/

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

https://twitter.com/fullerfaller

Episode 82: Markus Erlandsson talks to Rachel Profitt from RSM about Dynamics 365 Talent and how you can use it. Rachel starts with explaining what the three areas: Attract, Onboarding and Core HR do. What the functionality is and how connections to external systems such as LinkedIn works. Rachel discusses how they at RSM themselves use Talent and the benefits they get out of it.

Bio:

Rachel Profit is a Microsoft MVP and started her career in Axapta version 2.5 more than 17 years ago since then she has been in various role regarding Dynamics AX and later Dynamics 365 F&O. Ranging various roles from IT Help Desk and training to implementing and solution Architect with a very strong background in the Retail, Manufacturing, Food and Beverage, and Life Sciences Industries. She is very passionate about training and helping users understand how to get the most out of their ERP implementation.

Links:

Rachels Blog: www.dynamics365lady.com

Twitter: www.twitter.com/rachelprofitt

LinkedIn: www.linkedin.com/in/rachelprofitt

Microsoft Dynamics 365 Talent Docs: https://docs.microsoft.com/en-us/dynamics365/unified-operations/talent/

Microsoft

Microsoft

Microsoft

Dynamics

Episode 81: Markus Erlandsson talks to Furqan Ali from Microsoft about Premier Field Engineers. Furqan starts with explaining what Premier Field Engineers (PFE) do and why Microsoft offers this service, then he continues to explain what types of work there are and how it is delivered. What does it take to become a PFE and how fun it is.

Bio:

Furqan Ali specializes in Dynamics 365 for Customer Engagement technology at Microsoft and is based in Stockholm, Sweden.

Furqan has been working with CRM systems for the past 13 years in which during the past 7 years he is associated with Microsoft CRM/ Dynamics/ CE. Furqan has a passion about automation and loves to see the smile on the customers

Links:

How to become a PFE

https://community.dynamics.com/crm/b/crminthefield

https://community.dynamics.com/crm/b/crminthefield/posts/pfe-dynamics-365-service-offerings

https://serviceshub.microsoft.com

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

Microsoft Cloud Perspective

Episode 79: Markus Erlandsson talks to Megan V Walker about Forms Pro and the difference between Forms and Forms Pro. Megan starts with explaining how you can use Forms Pro now that it’s based on Common Data Service and combine Forms Pro with Dynamics in new ways. She also explains how to use the net promoter score and of course if you can use emojis with it.

Bio:

Megan walker is a Microsoft MVP – Lead Consultant & Capability Manager, she is also more known as EmojiMegs and a big advocate for marketing, portals and forms.

Links:

https://meganvwalker.com/

Megan on Youtube

https://twitter.com/meganvwalker

Thank you for being part of the community

Episode 78: Markus Erlandsson talks to Tessa Kloster from Microsoft, Tessa starts by explaining what the product does on a high level, then continue to describe what AI-driven topic clustering is and how you can influence that. Then the discussion goes into Customer Satisfaction Score and how that is used. Tessa then explains the KPI dashboard and how you can use that to then drill through to your data. Then Tessa explains that it’s available in all regions and can work with English data, where to find it, what is the licensing model and the road map for the future.

Bio:

Group Program Manager for Dynamics 365 Customer Service Insights, been in the group that is now called business applications in the last seven years.

Links:

https://aka.ms/CSInsights