Crm Mvp Podcast

One of the reasons why I enjoy attending Microsoft Inspire (previously known as World Partner Conference) each year is that I have the opportunity to interact with partners that are not solely focused in Dynamics 365. Sometimes, we find opportunities to partner with these organizations and offer each other's solutions to our customers. For example, we have partners who focus 100% on the Finance and Operations side of Dynamics 365, we have partners who are experts in Azure, partners who are expert in merging complete IT infrastructures after an acquisition takes place, and we have even established partnership with organizations who focus on Citrix, Cisco, and other technologies outside of Microsoft. The idea behind establishing these partnerships is to leverage the talent and experience other organizations out there have worked hard to obtain and be able to make a recommendation to our customers depending on their needs. We are obsessed with customer success, and we love to be able to work with and recommend o

The conversation we started on Episode 31 with CRM MVPs Ulrik Carlsson, Chris Cognetta, and Steve Mordue continues now with Sean Tabor joining the party. These guys were visiting Atlanta for D365 Saturday so I invited them to the CRM MVP Podcast studio to talk all things Dynamics 365 and Microsoft MVP. Follow us: Ulrik: https://twitter.com/crmchartguy Chris: https://twitter.com/ccognetta Steve: https://twitter.com/stevemordue Gus: https://twitter.com/gusgonzalez2 Sean: https://twitter.com/crmhobbit Podcast: https://twitter.com/crmmvppodcast

CRM MVPs Ulrik Carlsson, Chris Cognetta, and Steve Mordue were visiting Atlanta for D365 Saturday so I invited them to the CRM MVP Podcast studio to talk all things Dynamics 365 and Microsoft MVP. Follow us: Ulrik: https://twitter.com/crmchartguy Chris: https://twitter.com/ccognetta Steve: https://twitter.com/stevemordue Gus: https://twitter.com/gusgonzalez2 Podcast: https://twitter.com/crmmvppodcast  

This episode is inspired by Scott Sewell and his obsession with Antiques Roadshow. CRM MVP Ulrik Carlsson was visiting Atlanta so I invited him over to the CRM MVP Podcast studio to collaborate on our list of Top 10 Pro Tips regarding how to take your Dynamics 365 Implementation to the next level. These tips are all about "the finish" high level professionals put on their Dynamics 365 Implementations. These best practices are subtle, and not all users will notice the difference, but other professionals certainly do. Top 10 beautification tips: Standarize views Remove unused views Remove unused fields from Advanced Find Use App Designer Remove unusued charts/show relevant charts Deactivate unused Business Process Flows Remove "Quick Create" from some entities Remove unwanted actions from Security Roles Change Relationship Behavior Implement "User Experience Enhancers" Follow us: @CRMMVPPodcast Don't forget to vote for #TeamGus or #TeamCRMChartGuy    

We are taking a break from the "Dynamics 365 Content" to discuss a very important non-technical topic. Back on Episode 22, when asked "Which non-MVP community leader do you want to see here at the Microsoft MVP Summit next year and why?", CRM MVP Neil Benson said: "I'd like to see more women, I'd like to see more people who speak Arabic, and Korean, and Chinese, and Spanish, and Portuguese --- there's a lot of other countries around the world that are under-represented in the MVP Community and are just as passionate as we are about the product and about solving customer challenges. I'd like to see more of those people join the MVP Program." The lack of diversity in the MVP Program that Neil pointed out is a reflection of our industry as a whole, and it is something that we (MVPs) talk about often. So for this episode I invited a couple of people who are passionate about this topic to discuss why Diversity is important as well as what can we do as an industry to encourage more diversity. By the way, I realize

Times like these remind me of why I travel with so much equipment, you never know who you'll have the opportunity to talk to. For this episode, I was in New Jersey for some customer meetings and after those meetings I stopped by the Microsoft Office at Times Square and talked to my friend Scott Sewell. Scott is a former CRM MVP and currently a Global Black Belt for Microsoft, so he has tons of real world experience working with Dynamics 365 and the business applications that surround it. On this episode we discuss: How Scott ended up working in Alaska for a couple of winters Why Scott lived in Kenya for 2 years Scott's experience working for multiple Microsoft Dynamics Partners Power BI's story and capabilities What's so great about Microsoft Flow How awesome PowerApps really are Can you be an expert on ALL Microsoft Business Solutions? Connect with us: Scott Sewell: https://www.linkedin.com/in/mscottsewell/ Gus Gonzalez: https://www.linkedin.com/in/ggonzalez2/ Follow us: Scott Sewell: https://twitter.com/s

With the release of the new Microsoft Dynamics 365 for Marketing App, I wanted to explore its capabilities and how it compares with ClickDimensions and the Adobe Marketing Cloud. I didn't want to tackle this topic by myself, so I invited someone who has spent a lot of time working with the new marketing app, fellow CRM MVP Steve Mordue. I also wanted to explore how the new app compares with well-established marketing automation solutions for Dynamics 365, so I invited Mike Dickerson who is the CEO at ClickDimensions to explore not only the differences but also to understand how ClickDimensions feels about the new app, and Microsoft's partnership with Adobe. One final note regarding this episode: we had some technical issues with the solution we typically use to record our podcast episodes, so we had to switch to Plan B, and this is why this episode sounds more like a conference call rather than the crystal-clear sound you are accustomed to on this podcast. I apologize for the inconvenience. Connect with us:

Over the last couple of months I had the opportunity to speak at two universities here in the United States. I delivered a presentation to students graduating soon and looking to start a career. There are two things I noticed during my research for these presentations and while delivering the sessions: There is a huge need for talent in the Microsoft Business Application industry All these students graduating today are young millenials So I invited CRM MVP Daryl LaBar, CRM MVP Britta Rekstad, and Microsoft Program Manager Patrick Dykema to discuss millenials, talent, and career opportunities within the Microsoft Business Applications industry. Links: Daryl LaBar: https://www.linkedin.com/in/daryllabar/ Britta Rekstad: https://www.linkedin.com/in/brekstad/ Patrick Dykema: https://www.linkedin.com/in/patrickdykema/ Follow us: https://twitter.com/CRMMVPPodcast Subscribe to our YouTube channel: https://www.youtube.com/channel/UCAhjoi4W_K7sLNpXr9Kqz8w

On average, people spend over 4 hours a day on their phones, so it makes sense for organizations to think about Mobility when it comes to their Dynamics 365 implementations. But often, Mobility falls to an afterthought on implementations, functionality relegated to Phase 2 or 3. Organizations focus on the overall solution and just want to make sure that this solution is available on the users' phones and tablets. On this episode, I talk to Ivan Stano from Resco.net, which is the leading mobile client third party provider for Dynamics 365. Now, since Ivan invited me to their annual mobility conference in Atlanta he probably thought I was going to take it easy on him, but that wasn't the case...here are some of the things we discuss: When did Resco get into the CRM Mobile Client business? Why did they decide to NOT release a client for Blackberry even though Blackberry was the market leader at that time? What was their reaction when Microsoft announced their partnership with CWR Mobility a few years ago, effec

During the Microsoft MVP Summit 2018, Gustaf Westerlund asked if I had some time to talk about Episode 20 where he thought there were a few  "Best Practices" I was incorrect for disagreeing with them, and that there were other "Best Practices" that he didn't even think they were actual Best Practices at all. So instead of missing all the great details and insight from Gustaf by having the conversation later that night during dinner or at the hotel bar, I decided to hand him a mic and hit record to settle our disagreements on record and let you all listen. Follow Gustaf: https://twitter.com/crmgustaf Follow us: https://twitter.com/CRMMVPPodcast Subscribe to our YouTube channel: https://www.youtube.com/channel/UCAhjoi4W_K7sLNpXr9Kqz8w

Many Dynamics 365 Consultants and experts today have thoughts about becoming an Independent Consultant. Typically these thoughts boil down to simple math, the thoughts go something like this: "If my company gets X amount of dollars per hour for my work, I could make that X amount times 40 per week and keep all of it if I was Independent!". But is it really that easy? Listen to 5 CRM MVPs at different stages of their "Independent" careers to get some clarity regarding subjects such as the mindset needed to go Independent, timing, sub-contracting for another partner vs. getting your own customers and work directly for them, charging less to "get your foot on the door", starting with a partner or going 100% solo, being prepared to fail, and having the will to win: Steve Mordue: has been working independent for decades. Never worked for anybody. Gus Gonzalez: went independent in 2014, now leads a CRM Practice with 8 full time employees. Sheila Shapari: went independent a year ago, and she's at a point where she

As you know, I attend several conferences and events each year and I do record content for this podcast at those events but I have never really debriefed after an event. This one was different, it was my 7th eXtreme 365 conference and it has been my favorite conference so far, so I wanted to bring Ulrik Carlsson on the show so we could share why we believe this was their best event ever. Follow eXtreme: https://twitter.com/eXtreme_365 Follow us: https://twitter.com/CRMMVPPodcast Ulrik: www.crmchartguy.com Subscribe to our YouTube channel: https://www.youtube.com/channel/UCAhjoi4W_K7sLNpXr9Kqz8w

There is one week every year where the largest concentration of CRM MVPs is recorded, and that is the Microsoft MVP Summit. During the MVP Summit 2018, I asked 10 CRM MVPs to answer the 22 tough questions you see below and I recorded their answers for all to enjoy, discuss, and learn from. Questions: Should Microsoft get rid off Dynamics 365 On-Premise? Why or Why not? How do you think the new Dynamics 365 for Marketing App affects stablished Marketing Automation Solutions such as ClickDimensions, Salesfusion, Act-On, and others? Salesforce and Google continue to collaborate and recently announced tighter integrations between the solutions offered by both organizations, how would a Salesforce acquisition by Google disrupt Dynamics 365’s momentum? One of the things Marc Benioff - the CEO of Salesforce – mentioned on their last big conference was that “Microsoft can’t seem to keep their Dynamics 365 leadership in place”, are those comments accurate? And if so, why do you think that’s happening? Salesforce cont

There are many things you can do to increase your chances of success on a Dynamics 365 Implementation, there are also many things you can do to increase the chances of failure. In this episode, I'm joined by CRM MVP Neil Benson to discuss the Top 10 things organizations do that increases the risk of Dynamics 365 Implementation failure. We also walk through a few real personal stories of projects that either failed after go-live, or didn't even make it to full release. We hope you learn from our experience rather than "learning the hard way". Here are the 10 things that will increase the chances of FAILURE of a Dynamics 365 implementation: Lack of buy-in from stakeholders and/or Lack of Executive Sponsor Lack of Systemic, Predictable Project Execution or Methodology "IT Focus" rather than "Business Focus" Lack of Training Starting the implementation of "Change Management" too late "Dirty Data" Lack of integration Not having "quick wins" Misuse of Microsoft Partners Lack of Customer Involvement Exclusive Disc

Being a CRM MVP gives me the opportunity to interact with Dynamics 365 professionals of diverse backgrounds, whether they work as independent contractors, work for a large global systems integrator, or working for a customer as a CRM Admin, we all have something in common. We are all trying to learn from each other and improve our skills over time. And sometimes is tough to add value from my side because there are times where it seems like most people follow best practices that I either partially or completely disagree with. So for Episode 20, I decided to share the Top 20 "Best Practices" I keep finding myself at odds with, and explain why I disagree with them. I wonder how many of these you agree and/or disagree with me on. Follow us: https://twitter.com/CRMMVPPodcast Subscribe to our YouTube channel: https://www.youtube.com/channel/UCAhjoi4W_K7sLNpXr9Kqz8w  

On this episode I dive into all the steps and best practices I follow when setting up Security for every Microsoft Dynamics 365/CRM Implementation I lead as a Solution Architect. I will discuss my approach to: Licensing Admin Roles Business Units Security Roles Teams Hierarchy Security Field Security Security Performance Follow us: https://twitter.com/CRMMVPPodcast

Back on Episode 15, fellow CRM MVPs Chris Cognetta and Joel Lindstrom walked through the best practices and details behind preparing for and migrating to Dynamics 365 Online. Unfortunately, Chris and Joel ran out of time and could not cover what happens once the Migration has been completed. This episode closes the series as we dive into the best practices and details behind a completed Migration. We discuss the following topics: Training, Testing, and Readiness Changes to the Microsoft Outlook client and the Mobile apps Leveraging technology that wasn't available On-Premise but it is now is available Online Dynamics 365 Upgrades and how to prepare for them If you haven't listened to Episode 15 or "Part 1" of this series, I recommend you to enjoy that episode first and get the foundation you need to successfully move to the cloud: http://crmmvppodcast.com/episode-15-moving-to-the-cloud-hosted-by-chris-cognetta-and-joel-lindstrom Follow us: https://twitter.com/CRMMVPPodcast Follow Joel: https://twitter.com/

On this episode, Customer Service world-class experts and Community Leaders Sarah Jelinek and Ulrik Carlsson stop by the show to discuss whether Microsoft Dynamics 365 is the right Customer Service solution for all organizations out there. We discuss: Reasoning behind managing customer service on a separate stand-alone solution. Why Dynamics 365 makes sense as a Customer Service solution What can companies do to prepare to move their Customer Service operations to Dynamics 365 Common issues that arise during Customer Service implementations Information Technology Infrastructure Library (ITIL), the most widely accepted approach to IT service management in the world Other Microsoft Business Solutions that can greatly improve your Customer Service effectiveness and customer experience Follow our experts on twitter: Sarah: https://twitter.com/dyn365diva Ulrik: https://twitter.com/crmchartguy Learn more about ITIL: https://www.axelos.com/best-practice-solutions/itil/what-is-itil

Here at the CRM MVP Podcast, we like to focus on topics that are rarely discussed out there, and sometimes we like to be the first podcast out there covering a topic in particular. In this case, we managed to accomplish both conditions, we decided to dedicate an episode to the best practices and techniques you can leverage to become a "better customer", perhaps even "the perfect customer". Let me explain what that means. The perfect customer - in my eyes - is the organization that manages to accomplish the trifecta of value when it comes to Dynamics 365: 1. They manage to achieve their business objectives by implementing Dynamics 365 to help them get better in all 3 areas of the Customer Lifecycle: acquiring new customers, deliver products or services more efficiently to those customers, and extend the relationships they have with existing customers. This makes the Dynamics 365 customer happy. 2. By having a solution that helps them on their Customer Lifecycle you get User Adoption, which means license revenu

On this episode, Chris Cognetta and Joel Lindstrom dive deep into Migrating to Microsoft Dynamics 365 Online. They will tackle areas regarding preparation, data, customizations, tools, Microsoft FastTrack, and readiness, to name a few. CRMUG Q3 2017 Magazine: https://goo.gl/B4pgiQ Microsoft FastTrack info: https://technet.microsoft.com/library/mt812191.aspx Follow us: https://twitter.com/CRMMVPPodcast Follow Chris: https://twitter.com/ccognetta Follow Joel: https://twitter.com/JoelLindstrom