Crm Rocks

Episode 74: Markus Erlandsson talks to Ted Ohlsson from DXC about Dynamics 365 Integration Flows. Where Ted starts with explaining how Common Data Service fits into Data Connectors and Integration Engines. He continues to describe three integration templates or Application Lays, Prospect to Cash, Field service and Project service Automation integration. What the difference between … Continue reading Dynamics 365 Integration Flows with Ted Ohlsson The post Dynamics 365 Integration Flows with Ted Ohlsson first appeared on CRM Rocks.

Episode 73: Markus Erlandsson talks to Nick Fratello from Microsoft about Dynamics 365 AI. Where Nick explains what Ai within Dynamics 365 is and how you can use AI to work smarter. Nick goes through the AI for Sales and what Relationship analytics, Predictive lead scoring, Predictive opportunity scoring, Notes analysis, Talking points, Who-knows-whom is … Continue reading Dynamics 365 AI with Nick Fratello The post Dynamics 365 AI with Nick Fratello first appeared on CRM Rocks.

Episode 72: Markus Erlandsson talks to Sara Lagerquist from Innofactor about Universal Resource Scheduling. Where Sara explains what Universal Resource Schedule is and how you can use it to schedule anything. She explains her best practice to an easy to use setup with URS and how the different configuration entities fit together. Bio Sara Lagerquist … Continue reading Universal Resource Scheduling with Sara Lagerquist The post Universal Resource Scheduling with Sara Lagerquist first appeared on CRM Rocks.

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 … Continue reading Portals with Chris Mahanes The post Portals with Chris Mahanes first appeared on CRM Rocks.

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. Bio Chris is exposing the AWESOMENESS of Microsoft Dynamics 365 Customer Engagement and the associated products. He is all about … Continue reading Custom Control Framework with Chris Huntingford The post Custom Control Framework with Chris Huntingford first appeared on CRM Rocks.

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 … Continue reading Power Platform with Steve Mordue The post Power Platform with Steve Mordue first appeared on CRM Rocks.

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? … Continue reading Who is Markus with Gustaf Westerlund The post Who is Markus with Gustaf Westerlund first appeared on CRM Rocks.

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 … Continue reading Development, Debugging and Deployment with Jonas Rapp The post Development, Debugging and Deployment with Jonas Rapp first appeared on CRM Rocks.

Markus Erlandsson talks to Jon Ferarra from Nimble about Nimble Evolves to The Simple CRM for Office & Dynamics 365 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 … Continue reading Special Episode: Nimble Evolves to The Simple CRM for Office & Dynamics 365 The post Special Episode: Nimble Evolves to The Simple CRM for Office & Dynamics 365 first appeared on CRM Rocks.

 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. Bio: Scott is a Microsoft Business Solutions MVP specializing in Dynamics 365. He is a committed and … Continue reading Unified Interface with Scott Durow The post Unified Interface with Scott Durow first appeared on CRM Rocks.

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. Bio: Rick has been involved in the CRM industry for over 20 years as a Senior Executive, Reseller, Board Member, Educator, Consultant … Continue reading Social Selling with Rick McCutcheon The post Social Selling with Rick McCutcheon first appeared on CRM Rocks.

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 … Continue reading Dynamics 365 Spring Release 2018 with Jukka Niiranen The post Dynamics 365 Spring Release 2018 with Jukka Niiranen first appeared on CRM Rocks.

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.   Bio: Britta is a 3 time Microsoft MVP as well … Continue reading Flow vs Workflow with Britta Rekstad The post Flow vs Workflow with Britta Rekstad first appeared on CRM Rocks.

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. Bio: Daryl is a 2 time CRM MVP with over 7 years of Consulting experience with CRM Development. He … Continue reading Code Reviewing and Refactoring with Daryl LaBar The post Code Reviewing and Refactoring with Daryl LaBar first appeared on CRM Rocks.

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. Bio: Maria is a goal-oriented senior consultant with many years of experience in global … Continue reading Digital Transformation and Change with Maria Nordh The post Digital Transformation and Change with Maria Nordh first appeared on CRM Rocks.

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 … Continue reading User groups online and xRMVirtual with Julie Yack The post User groups online and xRMVirtual with Julie Yack first appeared on CRM Rocks.

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 … Continue reading Workflow and Business Process Flow with Sara Airgood The post Workflow and Business Process Flow with Sara Airgood first appeared on CRM Rocks.

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, … Continue reading Building FetchXML Builder with Jonas Rapp The post Building FetchXML Builder with Jonas Rapp first appeared on CRM Rocks.

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 … Continue reading GDPR and CRM with Mohamed Mostafa The post GDPR and CRM with Mohamed Mostafa first appeared on CRM Rocks.