CRM Rocks

Episode 163: Markus Erlandsson and Malin Martnes chatted with Pauline Kolde from CRMK Deutschland about Customer Insights in 2026 and how the platform has evolved over the past two years. Pauline starts by discussing the transition to real-time marketing, the growing importance of triggers and personalization, and the latest AI-powered capabilities, including journey orchestration agents … Continue reading Customer Insights in 2026 with Pauline Kolde The post Customer Insights in 2026 with Pauline Kolde first appeared on CRM Rocks.

Episode 162: Markus Erlandsson and Malin Magnus chatted with Steve Mordue from Rapid Start about AI, agents, and the future of business applications. Steve starts by sharing his views on the shift from traditional apps to agent-driven experiences and how Microsoft is navigating the AI space. He then digs into the challenges of adopting AI … Continue reading RapidClaw with Steve Mordue The post RapidClaw with Steve Mordue first appeared on CRM Rocks.

In CRM Rocks Episode 161, Markus Erlandsson and Malin Mattnes talk with Inge Magne Brøvik, Microsoft MVP and founder of Brixia, about Dynamics 365 Business Central for CRM professionals. The conversation covers what Business Central is, how it compares to Finance & Operations, and why it’s often a better fit for many organizations than larger enterprise ERP systems. Inge explains key concepts like companies as legal entities, common integration challenges with Dataverse and Dynamics 365 Sales, and when to use out‑of‑the‑box connectors versus APIs. The episode also explores personalization vs. development, Power Automate and approval flows, embedded Power BI reporting, cloud migration from on‑prem NAV, and how Business Central fits into Microsoft’s broader “Better Together” story—now and in the future with AI and agents. A practical and honest episode for CRM consultants, architects, and Microsoft professionals who want to better understand how ERP and CRM really work together. The post Business Central for CRM Folks with Inge Magne Bruvik first appeared on CRM Rocks.

Episode 156: Markus Erlandsson and Malin Martnes chatted with Nathan Sweeney from KPMG, about vibe coding. Nathan starts by describing what vibe coding is and some of the tools you can use to generate code. He then explains the vibe coding framework and how important it can be to help you be a better vibe … Continue reading Vibe Coding with Nathan Sweeney The post Vibe Coding with Nathan Sweeney first appeared on CRM Rocks.

Episode 149: Markus Erlandsson and Malin Martnes chatted with Cathrine Bruvold from Point Taken about Custom Pages. Cathrine talks about what type of Custom Pages there are and how they can be used to enhance your mode-driven apps. Bio Power Platform Solution Architect and Head of Power Platform in Point Taken. I specialize in building … Continue reading Custom Pages in 2025 with Cathrine Bruvold The post Custom Pages in 2025 with Cathrine Bruvold first appeared on CRM Rocks.

Episode 148: Markus Erlandsson and Malin Martnes chatted with Areti Iles from Telefonica Tech about AI Adoption. Areti talks about what type of AI she focuses on and what types of failures she sees the most. Her recommendations to get going and what she thinks the future trends for AI are. Bio With over 15 … Continue reading AI Adoption with Areti Iles The post AI Adoption with Areti Iles first appeared on CRM Rocks.

Episode 147: Markus Erlandsson and Malin Martnes chatted with Thomas Sandsør from Point Taken about the concept of Simple CRM. Thomas talks about his strive for simplicity and how he handles the challenges that come with that. Bio With over a decade of experience in the CRM industry (2007), I am a seasoned veteran in … Continue reading Simple CRM with Thomas Sandsør The post Simple CRM with Thomas Sandsør first appeared on CRM Rocks.

Episode 146: Markus Erlandsson and Malin Martnes chatted about the student ambassador program with Pablo Veramendi from Microsoft. Pablo started by explaining the program and how easy it is to get started. He then continued by explaining how the program works, the milestones within it, and the type of personas it’s built for. Bio Passionate … Continue reading Student ambassador program with Pablo Veramendi The post Student ambassador program with Pablo Veramendi first appeared on CRM Rocks.

Episode 145: Markus Erlandsson and Malin Martnes chatted about the MVP Program with Tina Stenderup-Larsen from Microsoft. Tina started by explaining why Microsoft has an MVP program and its purpose. She then continues to explain what the program is and what it takes to become an MVP. Bio As the Community Program Manager for the … Continue reading Microsoft MVP Program with Tina Stenderup-Larsen The post Microsoft MVP Program with Tina Stenderup-Larsen first appeared on CRM Rocks.

Episode 144: Markus Erlandsson and Malin Martnes chatted with Vivian Voss who attended Ignite 2024 in Chicago. Vivian starts by explaining the scale of the 20,000-person event. Then she continues by explaining some of the news on the Power Platform side, like the new Power Platform admin page and news to the Power Apps Plan … Continue reading Ignite 2024 Review with Vivian Voss The post Ignite 2024 Review with Vivian Voss first appeared on 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 … Continue reading Opportunities the power platform and the community give with Duke DeVan The post Opportunities the power platform and the community give with Duke DeVan first appeared on CRM Rocks.

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 … Continue reading It’s Power Automate not Power Integrate with Mats Necker The post It’s Power Automate not Power Integrate with Mats Necker first appeared on CRM Rocks.

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 … Continue reading Power Platform Adoption Gone Wrong with Edit Kapcari The post Power Platform Adoption Gone Wrong with Edit Kapcari first appeared on CRM Rocks.

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 … Continue reading The Art of Customer Insights with Pauline Kolde The post The Art of Customer Insights with Pauline Kolde first appeared on CRM Rocks.

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 … Continue reading Microsoft Fabric with Scott Sewell The post Microsoft Fabric with Scott Sewell first appeared on CRM Rocks.

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 … Continue reading FastTrack Recognised Solution Architect with Matt Collins-Jones The post FastTrack Recognised Solution Architect with Matt Collins-Jones first appeared on CRM Rocks.

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 … Continue reading Building XrmToolBox Plugins with Carl Cookson The post Building XrmToolBox Plugins with Carl Cookson first appeared on CRM Rocks.

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 … Continue reading Dual write with Yannick Reekmans The post Dual write with Yannick Reekmans first appeared on CRM 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 … Continue reading Unique field service customer cases with Mark Christie The post Unique field service customer cases with Mark Christie first appeared on CRM 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. The post 2024 Release Wave 1 first appeared on CRM Rocks.

Episode 133: Markus Erlandsson and Malin Martnes chatted with Kathrine Hogseth about being the CEO of a successful business, where most of the business applications MVP’s in Sweden work. Has she made CRM-K an MVP-factory or, do they get MVP’s because of the mindset she’s implemented in the company? What is that mindset? As the … Continue reading Building an MVP Business with Kathrine Hogseth The post Building an MVP Business with Kathrine Hogseth first appeared on CRM Rocks.

Episode 132: Markus Erlandsson discusses with Malin Martnes about the new Customer Insights. Malin starts by explaining what the change from old Customer Insights and Marketing is and how it affects customers. Malin provides her insights into what she thinks about this change, how the license will change and a bit about all the new … Continue reading Customer Insights with Malin Martnes The post Customer Insights with Malin Martnes first appeared on CRM Rocks.

Episode 131: Markus Erlandsson has a discussion with Andrew Bibby and Malin Martnes, or does he? Malin is taking over the episode and is interviewing Markus and Andrew about the Directions for Partners EMEA 2023 conference, which has a Business Central-focused conference. Why did we go? What did we learn? Bio Andrew: I’m part of … Continue reading Directions Review with Andrew Bibby and Malin Martnes The post Directions Review with Andrew Bibby and Malin Martnes first appeared on CRM Rocks.

Episode 130: Markus Erlandsson has a discussion with Foyin Olajide-Bello from Avanade about Governance and Security in the Power Platform. Foyin provides her insights with some do’s and don’ts, where she talks about environment strategies and what happens if you just use the default environment. Then Foyin continues into security where she discusses tenant isolation … Continue reading Security and Governance with Foyin Olajide-Bello The post Security and Governance with Foyin Olajide-Bello first appeared on CRM Rocks.

Episode 129: Markus Erlandsson thanks everyone for the 10 Years and invites a couple of guests to join in the celebration of CRM Rocks. The post 10 Years of CRM Rocks first appeared on CRM Rocks.

Episode 128: Markus Erlandsson engages in a discussion with Benedikt Bergmann from CRM-Konsulterna about what is new in the 2023 release wave 2. Benedikt provides his insights into what he thinks are important changes and Markus gives his points. Bio Benedikt works as a Power Platform Consultant at CRM Konsulterna in Dynamics 365 CE and … Continue reading 2023 Release wave 2 with Benedikt Bergmann The post 2023 Release wave 2 with Benedikt Bergmann first appeared on CRM Rocks.

Episode 127: Markus Erlandsson and Heidi Neuhauser engage in a discussion with Diana Birkelbach from Orbis regarding what is new in PCF. Diana provides insights into the evolution of PCFs lately and how they have changed towards the better, she then continues to go through the different variants to help us understand. Bio Diana Birkelbach … Continue reading PCF in 2023 with Diana Birkelbach The post PCF in 2023 with Diana Birkelbach first appeared on CRM Rocks.

Episode 126: Markus Erlandsson and Heidi Neuhauser engage in a discussion with Lisa Crosbie from Barhead Solutions regarding the upcoming Copilot for Power Platform and Dynamics 365. Lisa provides insights into the evolution of AI features within the platform and where they show up, she then continues to talk about where the copilot can be … Continue reading Copilot for Power Platform and D365 with Lisa Crosbie The post Copilot for Power Platform and D365 with Lisa Crosbie first appeared on 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 … Continue reading Cloud for healthcare with Jim Novak The post Cloud for healthcare with Jim Novak first appeared on CRM Rocks.

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 … Continue reading User Adoption and Learning Methodologies with Asif Rehmani The post User Adoption and Learning Methodologies with Asif Rehmani first appeared on CRM Rocks.

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 … Continue reading Best of 2023 Release Wave 1 The post Best of 2023 Release Wave 1 first appeared on CRM Rocks.

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 … Continue reading Portals to Pages with Nick Doelman The post Portals to Pages with Nick Doelman first appeared on CRM Rocks.

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 … Continue reading Power BI and Dataverse with Scott Sewell The post Power BI and Dataverse with Scott Sewell first appeared on CRM Rocks.

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 … Continue reading State of Dynamics CRM in 2022 The post State of Dynamics CRM in 2022 first appeared on CRM Rocks.

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 … Continue reading Partner Talk with Rick McCutcheon The post Partner Talk with Rick McCutcheon first appeared on CRM Rocks.

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 … Continue reading DynamicsCon debrief with Molly Fuschel The post DynamicsCon debrief with Molly Fuschel first appeared on CRM Rocks.

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 … Continue reading Viva Sales with Chris Cognetta The post Viva Sales with Chris Cognetta first appeared on CRM Rocks.

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 … Continue reading Best of 2022 Release Wave 2 The post Best of 2022 Release Wave 2 first appeared on CRM Rocks.

Episode 114: Markus Erlandsson and Heidi Neuhauser have a chat with Phil Topness from Microsoft about Power CAT. Phil starts with explaining what Power Customer Advisory Team is, and what they do. Who the customer is for CAT and how they do what they do. Bio Phil is irrationally excited about applying technology to help … Continue reading Power CAT with Phil Topness The post Power CAT with Phil Topness first appeared on CRM Rocks.

Episode 114: Markus Erlandsson and Heidi Neuhauser have a chat with Michael Roth and Malin Martnes about Dataverse vs SharePoint as a data source in power apps. Michael starts with how he comes from SharePoint and M365 world and reaches out for help on Power Apps, to find help in Malin Martnes. Bio Michael demonstrates … Continue reading Dataverse vs SharePoint with Michael Roth and Malin Martnes The post Dataverse vs SharePoint with Michael Roth and Malin Martnes first appeared on CRM Rocks.

Episode 113: Markus Erlandsson and Heidi Neuhauser have a chat with Lisa Crosbie from Barhead Solutions about custom pages. They discuss what custom pages are, how you can use them and how they differ from canvas apps. Bio Lisa has a contagious enthusiasm for low code technology and making it possible for anyone to get … Continue reading Custom Pages with Lisa Crosbie The post Custom Pages with Lisa Crosbie first appeared on CRM Rocks.

Episode 112: Markus Erlandsson talks to Neil Benson from Customery about Agile CRM, where Neil shares how he makes estimates, handles tricky situations reduces fears of changes. He also talks about how customers can be good product owners. Bio Neil’s on a mission to help Microsoft customers and partners build agile business applications. He’s well … Continue reading Agile CRM with Neil Benson The post Agile CRM with Neil Benson first appeared on CRM Rocks.

Episode 111: Markus Erlandsson and Heidi Neuhauser have a chat with Kylie Kiser from Hitachi. They discuss what kind of security horror stories all three of them has experienced. Kylie shares the story of sharing and how it did impact performance, Heidi shares the story about creating a new security role, and they all discuss … Continue reading Security horror stories with Kylie Kiser The post Security horror stories with Kylie Kiser first appeared on CRM Rocks.

Episode 110: Markus Erlandsson and Heidi Neuhauser have a chat with Nancy Tandy from Microsoft. They discuss learning opportunities on Microsoft Learn, certification process, Learn TV and Chuck Norris jokes. Nancy starts with listing some of the learning offerings from Microsoft, then she goes more into details about Learn TV and what content is made … Continue reading Learning Dynamics with Nancy Tandy The post Learning Dynamics with Nancy Tandy first appeared on CRM Rocks.

Episode 109: Markus Erlandsson and Heidi Neuhauser talks to Nick Doelman from Microsoft about Portals and the last year news for Power Apps Portals. From enablers such as Web API, PCF components and CLI to multiple portals, data verse search and progressive web apps. Bio Nick has recently joined Microsoft as a senior content developer … Continue reading Portals and Progressive web apps with Nick Doelman The post Portals and Progressive web apps with Nick Doelman first appeared on CRM Rocks.

Episode 108: Markus Erlandsson talks to Nick Hance from Reenhanced about Robotic Desktop Automation and RPA, and how you can automate most things that don’t have an API. Nick starts by explaining what Robotic Process Automation (RPA) means and part of its history. He continues to talk about attended vs unattended and what the difference … Continue reading Robotic Desktop Automation with Nick Hance The post Robotic Desktop Automation with Nick Hance first appeared on CRM Rocks.

Episode 107: Markus Erlandsson talks to Mike Hartley about accessibility and how you can get a bigger audience by considering it. Mike starts by explaining what the term accessibility is and how it differs from usability, he then continues to explain screen readers and contrast, as well as tab orders, canvas apps portals and model-driven … Continue reading Accessibility with Mike Hartley The post Accessibility with Mike Hartley first appeared on CRM Rocks.

Episode 106: Markus Erlandsson talks to Helena Fuchs from Microsoft Sweden, about catalyst where Helena starts with explaining what catalyst is as a sales help and how it differs from sure-step. Then she continues to talk about how it comes from the Dynamics business application group in Microsoft and why it is important to a … Continue reading Catalyst with Helena Fuchs The post Catalyst with Helena Fuchs first appeared on CRM Rocks.

Episode 105: Markus Erlandsson talks to EY Kalman from ANS Group about Omnichannel, where EY starts with explaining the term omnichannel and what it means for Dynamics, he continues to talk about what is the most popular channels and how you can bring your own channels using the channel integration framework. EY explains how Omnichannel … Continue reading Omnichannel with EY Kalman The post Omnichannel with EY Kalman first appeared on CRM Rocks.

Episode 104: Markus Erlandsson talks to Heidi Neuhauser from Reenhanced about Power Automate Connector Bonanza, about the fact that we have now passed 500 connectors and what a milestone that is. Heidi starts by explaining that she has reviewed, tagged and rated all of them. Then she continues with explaining the Dataverse connector and how … Continue reading Connector Bonanza with Heidi Neuhauser The post Connector Bonanza with Heidi Neuhauser first appeared on CRM Rocks.