Episodes
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Customer Insights in 2026 with Pauline Kolde
4w ago00:59:30Tap to summarizePauline Kolde 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 and outreach optimization agents. The conversation then digs into practical marketing scenarios, event management journeys, content generation, and how organizations can move beyond simple campaign emails to truly dynamic customer experiences. Pauline and Malin also explore the current state of Customer Insights Data, its integration with Journeys, customer profiles, measures, analytics, and the opportunities that many organizations are still missing. Finally, they discuss compliance and consent management, upcoming features such as branded links, the retirement of the Customer Insights certification, and what consultants and customers should focus on as Customer Insights continues to evolve in an AI-driven world. BioMost Dynamics 365 projects don’t fail because the tech is wrong, they fail because the setup doesn’t match how people actually work.I help teams get real value out of Dynamics 365 Customer Insights + Sales (and the Power Platform) so the system isn’t just “live”, but used, trusted, and maintained.My lens for AI-ready CX: strategy • process • data • adoption.If the basics aren’t right, AI won’t fix it. It just speeds up the wrong things.I love this work because it’s part puzzle, part people: translating real marketing + sales workflows into journeys, segments, triggers, and data that make sense (and don’t collapse after go-live). I genuinely enjoy building solutions people want to use.Outside work: travel, food with friends, and knitting Linkshttps://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/whats-new-marketinghttps://www.linkedin.com/in/paulinekolde/https://paulinekolde.info The post Customer Insights in 2026 with Pauline Kolde first appeared on CRM Rocks.
Transcribe →RapidClaw with Steve Mordue
Jun 1401:05:46Tap to summarizeSteve Mordue 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 in enterprises, including governance, permissions, and organizational readiness. Steve also explores the evolution of CRM systems, why bloated applications struggle with adoption, and how AI could replace many traditional features. The conversation then moves to RapidClaw, how it leverages multi-agent collaboration, and practical use cases like automated outreach, anomaly detection, and data enrichment. Finally, Steve shares insights on AI tooling, development with modern models, and how businesses can think about data quality and automation in an AI-first world. BioI post about things I find interesting and know something about. I am aware of the axiom “You can’t please all of the people, all of the time”. Fortunately, I am not trying to please anyone at any time. I was a Microsoft MVP for 9 years, until I pushed a little too hard on what was broken. That didn’t change my view: Microsoft’s Power Platform is still the most important foundation for AI-powered business applications today, especially in an AI-first world. Today, my focus is simple: building and scaling RapidStart Apps together with RapidClaw AI. RapidStart Apps are simple, low-cost business applications built natively on Dataverse, designed for companies that want the power of Microsoft’s cloud without the weight and complexity of traditional Dynamics 365 deployments. CRM, Project, and Field Service. Reimagined for speed, adoption, and real work. More recently, that work has expanded into applying AI practically; not demos, not experiments, but real implementations that sit on top of structured data and actually change how work gets done. Check out RapidClaw If you’re building on Power Platform, or thinking about how AI actually fits into your business, there’s a good chance we’ll have something to talk about. And if you run a podcast, I’m always open to a conversation. Linkshttps://www.linkedin.com/in/stevemordue https://www.rapidstart.com/en/products/rapidclawThe post RapidClaw with Steve Mordue first appeared on CRM Rocks.
Transcribe →Business Central for CRM Folks with Inge Magne Bruvik
May 1401:10:36Tap to summarizeInge Magne Bruvik Episode 161, Markus Erlandsson and Malin Mattnes talk with Inge Magne Bruvik, Microsoft MVP and founder of Brixia, about Dynamics 365 Business Central. The conversation covers what Business Central is, how it compares to Finance & Operations, and why it’s often a better fit for many organisations 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. Inge also explores personalisation 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. BioInge Magne Bruvik have spent nearly four decades working with what we now know as Microsoft Dynamics 365 Business Central—he started back in May 1987. He’s worked both partner- and customer-side, and today runs his own company, Brixia, where he consults and builds solutions in the Business Central ecosystem. Inge is a Business Central MVP, a regular speaker at Dynamics events, and he’s especially passionate about helping people adopt new technology. And when he’s not doing any of that, you’ll likely find him fishing off Norway’s west coast. Links https://aka.ms/bcallThe post Business Central for CRM Folks with Inge Magne Bruvik first appeared on CRM Rocks.
Transcribe →Manage Dataverse storage with Heidi Neuhauser and Kylie Kiser
Apr 1400:46:19Tap to summarizeHeidi Neuhauser Kylie Kiser Episode 160: Markus Erlandsson is joined by Heidi Neuhauser and Kylie Kiser to talk about how to manage your Dataverse storage. They start by explaining what Dataverse storage actually consists of and where to see your capacity in the Power Platform Admin Center. Then they discuss what happens when you go over capacity and what you can and can’t do. The conversation continues with practical tips for cleaning up storage, including bulk delete jobs, common tables that grow quickly, auditing, attachments, and Copilot transcripts. They wrap up with recent storage-related changes, how to think about the default environment, and where to learn more about managing Dataverse storage effectively. Bio Heidi Neuhauser is the Vice President at Reenhanced. She is a Microsoft MVP in Customer Engagement and Power Automate. She is passionate about focusing on the users, not just the technology. She is lucky to co-present the popular “60 tips in 60 minutes” the past several years with the amazing Kylie Kiser at community conference. Kylie is an independent consultant, Microsoft Business Applications MVP, and Fast Track Recognized Solution Architect specializing in Dynamics 365 and the Power Platform. She’s known for her deep community involvement through blogging, presenting, and empowering organizations with practical, scalable solutions. Links Power Platform Admin Center (PPAC)Microsoft Learn (Power Platform & Dataverse documentation)XRM ToolboxPower Platform Community Tools / ToolboxMSCRM Addons – Attachment ExtractorThe post Manage Dataverse storage with Heidi Neuhauser and Kylie Kiser first appeared on CRM Rocks.
Transcribe →Power BI for CRM folks with Laura Graham-Brown
Mar 1400:51:18Tap to summarizeLaura Graham-Brown Episode 159: Markus Erlandsson and Malin Martnes chatted with freelancing Laura Graham-Brown about Power BI for CRM folks. Laura starts explaining how Power BI fits in everywhere, and nowhere. In Power Platform, Laura explains how we in CRM can help analytics by designing solutions to fit both worlds. BioData Platform and Business Applications Microsoft MVPBusiness solutions should solve business problems, and the business should own the problem and the solution. I’ve spent my whole career empowering businesses to do that. Linkshttps://hatfullofdata.blog/ https://hatfullofdata.blog/my-speaking-sessions/ https://www.youtube.com/@HatFullOfData123 https://www.linkedin.com/in/lauragb https://www.sqlbi.com https://learn.microsoft.com/en-us/dax/ Data Analysis Expressions (DAX) Reference https://www.youtube.com/guyinacubeThe post Power BI for CRM folks with Laura Graham-Brown first appeared on CRM Rocks.
Transcribe →Running a Hackathon with Ulrikke Akerbæk
Feb 1400:40:30Tap to summarizeUlrikke Akerbæk Episode 158: Markus Erlandsson and Malin Martnes chatted with Ulrikke Akerbæk from Itera about the Hackathon ACDC and how we can run our own hackathon. Ulrikke starts by explaining how she likes starting new projects and getting to learn new team members, then she continues that a hackathon like ACDC is the best way to start a project and get to know people. ACDC is a long-running hackathon that brings people together and helps them learn from each other. BioUlrikke Akerbæk, a healthy customer relation is everything to her. She works with people, not with computers. As a worker she is organized, effective, and structured, and she tends to take on team leader positions. Linkshttps://www.arcticclouddeveloperchallenge.net/ https://acdc.blog/ https://www.linkedin.com/in/ulrikkeThe post Running a Hackathon with Ulrikke Akerbæk first appeared on CRM Rocks.
Transcribe →Finance and Operations for Power Platform
Jan 1400:51:12Tap to summarizeJohan Persson Episode 157: Markus Erlandsson and Malin Martnes chatted with Johan Persson from the Engage group, about what we who work with Power Platform need to know about Finance and Operations. We start by talking about what it’s called and how many ERP products there are in the Dynamics family today. Johan continues to discuss various types of integrations with Dataverse. Then we go into the differences of Normalisation and Addresses. BioAs a Senior Specialist at Engage Group, I have over 25 years of experience in technology consulting, specialising in Microsoft Business Applications, Azure, Network, Security, and Deployment. I am passionate about helping customers make the most of technology and achieve their business goals.I am also a Microsoft MVP for Business Applications, a recognition that reflects my commitment to sharing my knowledge and insights with the community. I regularly write articles, deliver presentations, and host podcasts on topics related to Dynamics, Azure, and Security. I enjoy learning new skills and staying updated on the latest trends and innovations in my field. Linkshttps://blog.johanpersson.nu/ https://dynamicsupdate.podbean.com/ https://crmrocks.com/2024/04/14/dual-write-with-yannick-reekmans/ https://learn.microsoft.com/en-us/dynamics365/guidance/implementation-portal/overview https://crmrocks.com/2025/09/14/application-lifecycle-management-in-azure-devops-made-easy/The post Finance and Operations for Power Platform first appeared on CRM Rocks.
Transcribe →Vibe Coding with Nathan Sweeney
Dec 14Tap to summarizeNathan Sweeney 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 coder. BioNathan Sweeney is the Microsoft AI lead for KPMG in the UK. He advises some of the largest organisations in the world how to adopt AI at scale inside their businesses. Nathan has been in IT for the last 20 years focusing on the Microsoft ecosystem. Probably better known for being the other half of the conference South Coast Summit organizer which is based in the UK. Linkshttps://github.com/github/spec-kit https://github.com/features/spark https://github.com/features/copilot/plans https://support.microsoft.com/en-us/topic/get-started-with-microsoft-365-copilot-notebooks-0775e693-11c6-4d80-8aba-fcc81a737a06 https://www.microsoft.com/en-us/power-platform/blog/power-apps/introducing-the-new-power-apps-generative-power-meets-enterprise-grade-trust/ https://learn.microsoft.com/en-us/power-apps/vibe/overview https://www.microsoft.com/en-us/power-platform/blog/2025/11/18/inside-the-new-power-apps-the-future-of-app-development/ https://github.blog/ai-and-ml/generative-ai/spec-driven-development-with-ai-get-started-with-a-new-open-source-toolkit/ https://learn.microsoft.com/en-us/power-apps/maker/plan-designer/plan-designer Introduction to Vibe Coding – Training | Microsoft Learn https://cloudtechtallinn.com/ https://www.linkedin.com/in/nathandsweeney The post Vibe Coding with Nathan Sweeney first appeared on CRM Rocks.
Transcribe →Project Operations with Joe Griffin
Nov 1400:50:32Tap to summarizeJoe Griffin Episode 155: Markus Erlandsson and Malin Martnes chatted with Joe Griffin from proMX UK, about Project Operations and what you can do with the application. Joe starts by giving us an introduction and then digs into the integrations with other Dynamics applications, such as Sales and Finance. Joe also describes the history from Project Service Automation to today’s “ProjOps”. Joe then continues to the common challenges and what a successful scenario looks like. Bio I’m a Microsoft-focused technologist and Artificial Intelligence (AI) solutions architect with deep expertise in the Microsoft Power Platform, Copilot Studio, and Azure AI. As the CEO and practice lead for proMX UK Limited, I help global partners and enterprise customers harness generative AI to solve complex challenges.I train Microsoft’s customers worldwide on extending and integrating Copilot for Microsoft 365 and Azure AI Foundry. I specialise in blending low-code/no-code with advanced AI capabilities, making cutting-edge tech accessible, scalable, and business-aligned.With a strong background in enterprise architecture, I’m passionate about sharing knowledge, building intelligent solutions, and driving digital transformation. As a five-time holder of the Microsoft Most Valuable Professional (MVP) award and with over 50+ technical certifications, I’ve amassed excellent end-to-end knowledge on the modern Microsoft cloud platform and the growing importance of agent extensibility.Let’s work together to build what’s next with AI! Links https://techcommunity.microsoft.com/blog/plannerblog/microsoft-project-online-is-retiring-what-you-need-to-know/4450558 https://www.microsoft.com/en-us/microsoft-365/project/enterprise-project-server https://www.microsoft.com/en/customers/story/1597771083042569034-deutsche-bahn-transportation-dynamics-365?msockid=1870e208913b67a50956f7f79003666a https://learn.microsoft.com/en-us/training/paths/get-started-features-project-operations https://www.linkedin.com/in/rupa-mantravadi-4975a4bThe post Project Operations with Joe Griffin first appeared on CRM Rocks.
Transcribe →My First Day of Power Platform with Julie Yack
Oct 1400:41:00Tap to summarizeJulie Yack Episode 154: Markus Erlandsson and Malin Martnes chatted with Julie Yack Colorado Technology, about My First Day in Power Platform and how you don’t have to be a developer to fit into Power Platform. Julie begins by sharing her journey and how she overcame intimidation in the tech industry. Bio As the Chief Operations Officer at Colorado Technology Consultants, Inc., I oversee the delivery of innovative and customized solutions for our clients using Microsoft Power Platform and Dynamics 365. With over 20 years of experience in the CRM and web development field, I have developed a deep expertise in designing, implementing, and managing complex projects that meet the business needs and goals of our customers.I am also passionate about sharing my knowledge and skills with others, as a founding principal and instructor at 365.Training, and as a member of the board of directors at Monumental Impact, a nonprofit organization that supports STEM education and career development for young people. I have authored several books and courses on the Power Platform and Dynamics 365, and I have been recognized as a Business Applications MVP and a CRMUG All Star for my contributions to the community. My mission is to empower and inspire others to leverage the power of technology to solve problems and create value Links https://powerplatformconf.com/#!/workshop/My%20First%20Day%20of%20Power%20Platform%20(Powered%20by%20Copilot)/7569 https://365.training https://linktr.ee/julieyack https://www.linkedin.com/in/julieyack The post My First Day of Power Platform with Julie Yack first appeared on CRM Rocks.
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