CRM MVP Podcast
115 episodes - English - Latest episode: over 2 years ago - ★★★★★ - 10 ratingsGus Gonzalez, a Microsoft Business Solutions (CRM) MVP since 2012, covers subjects rarely discussed openly in the CRM Community. With 15+ years of experience in the CRM world and hundreds of successful deployments around the world, Gus brings a real-world fact-based approach to these subjects and how they affect the Microsoft Dynamics 365 and Microsoft Dynamics CRM community.
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Episodes
Episode 12: I bet you didn't know about these documentation resources, with Amy Langlois
October 22, 2017 16:00 - 29 minutes - 35 MBLike many of you, I always complained about the lack of resources available for Microsoft Dynamics CRM/365. That was until I realized that those resources are out there, and they are produced by the Microsoft Dynamics 365 Content Experience team led by Amy Langlois at Microsoft. So I invited Amy to talk about documentation and all the work her team does. We discussed: Amy's career path at Microsoft (She authored the SDK for CRM 1.0!) Evolution of Dynamics 365 documentation Why is docu...
Special Episode: Why you need to attend eXtreme365
October 17, 2017 15:11 - 44 minutes - 52.1 MBOriginally I thought about releasing this episode the weekend before eXtreme365 USA, but I was able to get a discount code for all my listeners so everyone can register and attend eXtreme365 on November 6-9, 2017 in Long Beach, CA. We discuss: Why I didn't go to the first few eXtremeCRM events What eXtreme 365 is and who should attend Why I started attending in 2015 and haven't missed one since then Why you need to be there Whether customers/users can attend The "Executive Excha...
Clip Show: Best practices when setting up security
October 16, 2017 17:57 - 16 minutes - 19.7 MBThis is a short recap of the "Best Practices when Setting up Security" session I led during the 2017 CRMUG Summit in Nashville, TN. Best practices covered: Keep it simple Create your own roles Use a Layered approach Allow them to Deactivate Show the users what matters Use only one Business Unit User Ownership over Team Ownership Be open Renamed unused security roles Protect your data Download slides for this session here: https://goo.gl/VD2rso Follow us on Twitter @CR...
Episode 11: Are you part of the CRM User Group?, with Tony Stein
October 08, 2017 16:00 - 56 minutes - 74.9 MBThe idea for the Dynamics CRM User Group (CRMUG) grew from the vision of a few Microsoft Dynamics users - to connect with other users and learn firsthand the best way to leverage the software they used every day. We discuss: CRMUG Mission and why is it so important CRMUG Growth CRMUG Summit 2017 Who is involved in selecting sessions and speakers? CRMUG Board of Advisors CRMUG Community Forum and events overseas CRMUG Medics and why you need to ask questions www.crmugsummit.co...
Episode 10: People hate change!, with Clarissa Simpson
September 24, 2017 16:00 - 1 hour - 72.2 MBOn this episode, we focus on Change Management, Governance, and User Adoption. We discuss the ADKAR Model, which is a framework for understanding change. We discuss: Building Awareness regarding why the change is needed Creating Desire to implement change Developing Knowledge to allow users to adopt the solution Fostering Ability for the users to get the most out of the implemented solution Reinforcing Change to ensure that users don't go back to the "old way of doing things" The...
Episode 9: Field Service Management, with Ben Vollmer
September 10, 2017 16:00 - 46 minutes - 54 MBDynamics 365 is comprised by sevaral apps. One of those apps is Field Service, and this app has a huge (and growing) market size! Ben Vollmer is the Global Sales Director for Field Service at Microsoft, but don't let this title fool you, Ben has worked with CRM systems for over 20 years, and has held multiple positions within the Dynamics space at Microsoft. We discuss: - What Field Service is and how are customers using it - Size of the Field Service Management Market from 2016-2021...
Episode 8: Staying up to date with the world of Microsoft Dynamics, with Jason Gumpert from MSDynamicsWorld.com
August 27, 2017 16:00 - 38 minutes - 48.7 MBTrying to keep up with all of the moving parts Microsoft is working and innovating on around Dynamics 365 would require a full time job just focused on learning what's new and what it means for customers. Jason Gumpert did that almost 10 years ago. He was one of the two founding members of MSDynamicsWorld.com, an online independent source of Microsoft Dynamics news and views with 60,000 registered members. Almost 10 years ago, Jason and Adam decided to leave their corporate jobs and de...
Episode 7: Time to talk about SalesForce, with Leon Tribe
August 13, 2017 16:00 - 43 minutes - 47.9 MBNo, this is not the "CRM Cage Match" I talked about on Episode 1, I need a SalesForce MVP to make that happen, but I reached out to a Microsoft MVP who has been blogging about SalesForce for years and we discuss their finances, their future, and what products they have to offer. We also discuss the Dynamics 365 2017 Spring Release and what we hope to see in the future. Follow Leon on twitter @LeonTribe and if you want to read more about what we discussed in this episode, check out his blog...
Episode 6: Getting Intelligent about Business Intelligence, with the CRM Chart Guy
July 30, 2017 16:00 - 45 minutes - 57.3 MBOn this episode, CRM Superstar Ulrik Carlsson (a.k.a. CRM Chart Guy) stops by our studio to discuss Business Intelligence. But before we start our conversation, I share some news about the Podcast and the CRMUG Summit. If you want to skip the news and just listen to the discussion regarding Business Intelligence, you can fast forward to the 25 minute mark. We discuss: - What Business Intelligence really is vs. what some people think it is - The 4 important steps to follow when implem...
Episode 5: Selecting the right Deployment Platform (Part 2)
July 16, 2017 16:00 - 47 minutes - 58.1 MBThis is Part 2 of a two-part series regarding Microsoft Dynamics 365 Deployment Platforms. On this episode, we wrap up our analysis of each platform and provide 3 rules to follow when selecting the right plaform to deploy Microsoft Dynamics 365. We will discuss: - Pros and Cons of each Deployment Method - Infrastructure Capabilities - Security and Compliance - Top 3 Rules to follow when selecting a platform for your organization
Dynamics 365 July 2017 Release Special, a conversation with Param Kahlon
July 06, 2017 23:08 - 52 minutes - 58.9 MBLike you, I had a lot of questions regarding the Microsoft Dynamics 365 July 2017 Update (v. 9.0), so I asked Param Kahlon (GM of Program Management, Dynamics 365 at Microsoft) to join me on a conversation to answer my questions. I asked Param questions about: Dynamics 365 Strategy and Vision How does that strategy and vision compare with the competition's Key new capabilities of the July 2017 release Why so much emphasis on "Insights" Virtual Entities and the future of "Integrati...
Episode 4: Selecting the right Deployment Platform (Part 1)
July 02, 2017 16:00 - 49 minutes - 60.4 MBThis is Part 1 of a two-part series regarding Microsoft Dynamics 365 Deployment Platforms. On this episode, we start disecting each platform and comparing On-Premises vs. Online vs. Partner Hosted in an effort to help organizations get some clarity on the advantages and disadvantages of each platform or method. We will discuss: - Deployment Platforms/Methods - What is Saas, PaaS, and IaaS? - Licensing
Episode 3: So you want to be an MVP?
June 17, 2017 16:00 - 36 minutes - 43.1 MBThis episode is dedicated to exploring all of the secrets about the MVP program. Microsoft Business Solutions MVPs Gus Gonzalez and Feridun Kadir share their experiences before and after receiving the Microsoft Most Valuable Professional (MVP) Award. Topics discussed: What the MVP Award is and what does it mean How you become an MVP - Nomination Process MVP Summit Favorite MVP Benefits The 3 rules you need to follow to become an MVP Is the MVP award worth it?
Episode 2: Finding the right partner
June 03, 2017 16:00 - 39 minutes - 47.8 MB"This is not what we thought we were going to get." That statement is heard in many Microsoft Dynamics 365/CRM deployments, and most of the times is on the negative side. Either because the customer expected a different process or team dynamic during the deployment, or perhaps the business objectives the customer organization had at the beginning of the deployment are not being met. Regardless of the reason, finding and working with the right partner is perhaps the most critical factor t...
Episode 1: Training and Readiness
May 19, 2017 18:56 - 45 minutes - 54.3 MBFor the first episode of the CRM MVP Podcast, Gus tackles an important topic for everyone working with Microsoft Dynamics CRM or Microsoft Dynamics 365, Training and Readiness. We will not focus on discussing best practices on how to conduct training, or the right approach to deliver training during and after a deployment, we will instead focus on 3 main areas: Certifications: which certifications are out there, what is the best way to prepare for the exams, and how important it i...