Malin Martnes
MVP - MaCoTra AS
Oslo, Norway
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Malin started as a CRM user with no technical background. In 2014 she got lost in the consultancy world and has stayed there ever since. She now works with the Power Platform and the CRM side of Dynamics 365, primarily focusing on Customer Insights. In 2019 she was awarded the MVP title from Microsoft, an honour that has been re-awarded every year since. Malin is also a sought-after trainer and delivers training throughout the Power Platform and Dynamics 365.
Awards
Area of Expertise
Topics
Unlocking the Power of Microsoft Customer Insights: Event Module Deep Dive
Can the Event module in Microsoft Customer Insights really be used straight Out of the Box?
Join us for an insightful session where marketing expert Malin will introduce the fundamentals of the product, followed by Thomas demonstrating the steps necessary to make it work seamlessly.
Key takeaways from this session include:
1. A comprehensive understanding of the Microsoft Customer Insights Event module.
2. Real-life examples and practical tips on how to enhance its usage.
Getting started with Customer Insights - Data
You've heard about it.
You know it's in the license of Customer Insights - Journeys.
What is CDP?
What can it do?
Why should your customers start using it?
How do you create a working demo to show the customer?
Customer Profile, Unification, Measures, Segments, predictions - help, what is all of this??
Customer Insights - Data is unfamiliar for most consultants and companies - in this sessions you'll learn enough to know where to start and how to learn more.
What makes a successful Power Platform consultant? - Let’s talk!
Organizations are increasingly relying on digital solutions built on the low-code and no-code platforms. This is also creating an increased demand for skilled Power Platform consultants. But what is needed to make a Power Platform consultant successful? Is just knowing Power Platform enough?
Join our panel of Microsoft Business Application MVPs who all are working with Power Platform on different levels and have different technical backgrounds. They will take the stage together to bring you the secret formula to being a successful Power Platform consultant.
This panel will explore the key traits needed, including the technical expertise within Power Platform and areas surrounding it, but also going into areas like communication, strategic thinking and presentation skills.
You will hear the panelists share their experiences of working with customers in different industries and what helped them to meet the customers needs and successfully execute the project at hand. But more importantly also what definitely does not work to your favor.
The low hanging low-code fruits of model-driven Power Apps
There are several hidden gems of model-driven Power Apps that you might not have used or even heard about.
As a functional consultant, there are a lot of things you can configure (not code!) to make the system smarter and better for your customers, and we'll go through several of them.
Did you know you don't have to have your subgrids all shown? There's a better way of doing it.
Have you tested everything that a business rule can help you with?
Did you know you can show stars instead of your regular column?
There's a calendar view out of the box, so you can see your activities in a calendar.
Are you having trouble creating proper Power BI reports? Well, let the system do it for you!
Power Platform basic training
Audience
People from any technology background and any experience interested in adding the Power Platform to their portfolio. Consultants or salespeople that have no or little Power Platform background, but are curious about what new possibilities this can open.
Outcome
The students will understand which areas are involved in the Power Platform and what the capabilities are. You’ll learn how to better sell this to your customers. can you leverage this for customers and what are some challenges you can solve with the Power Platform
After going through this day the students will have a basic understanding of the Power Platform and how it can help solve business needs and they’ll have an idea on how to sell it to the market.
Description
We’re going to go through the business value of the Power Platform, what is the Power Platform, what are the components and how can the different components help businesses grow and make work life easier.
How to you sell this to your customers?
What do you need to think about when you talk with customers about the Power Platform?
Learn all about Dataverse and how the Common Data Model ties the Model-driven Power Apps together. When should you use which Power App. Did you know that there are two different Power Apps, and they have different use cases? In this session, we’ll go through some use cases and you’ll learn how to utilize Power Apps in the best possible way.
One way of making life easier for a company is to automate tedious tasks for them, Microsoft’s solution for this is Power Automate.
Then it’s time to tie it all together with analysing the data with Power BI.
Power Pages is the way you communicate with your customers, but how can you learn more about this?
Now that you know what the Power Platform is, it’s time to talk about how you can sell it. What are the unique selling points? How does this compare against selling for example Dynamics? How can you as an organisation use the Power Platform to open doors to even more customers?
Module 1: Overview of the Power Platform
Module 2: Dataverse and data modelling
Module 3: Power Apps (Canvas and Model-driven)
Module 4: Power Automate
Module 5: Power BI
Module 6: Power Pages
Module 7: Selling the Power Platform
1 day Dynamics 365 Customer Insights - Journeys
Audience
People from any technology background and any experience, interested in adding the marketing tool Customer Insights - Journeys to their portfolio.
Outcome
Attendees will understand what CI-J is and what functionalities you have in the system. You'll learn more about the changes that are happening in the system and how they will affect you and your company. They’ll also see how this marketing automation tool separates from the other marketing tools on the market.
Description
In CI-J you need to do the initial setup for the system to work as intended, you also need to think about GDPR. How should you do this initial setup and what are some of the settings you need to be aware of.
To know who your customers are and whom you’re going to focus your marketing on you need to create segments. We'll see how that’s done and what you need to consider while building your segments.
Every marketing automation tool needs a good email editor, how does the one in CI-J work and what are some of the things you need to be aware of when working with e-mail and the editor.
Journeys is where you organize all your efforts, which emails you want to send out, to whom and when. This is the tool that binds all your previous efforts together. One of the modules where CI-J separates the most from other marketing tools is the event module. We’re going to go through some of what makes this module so special.
Agenda
Modul 1: Initial setup
Modul 2: Segments
Modul 3: Forms and pages
Modul 4: Email
Modul 5: Journeys
Modul 6: Event
How to sell the Power Platform to customers
You kind of know what the power platform is, but how do you convince your customers that its a good fit for them? What are some of the unique selling points for the platform? Why should your company work with your customers to achieve more?
This session will go through some of the points that separate the Power Platform from other systems, and show you how you can sell it to your customers.
Getting started with the Power Platform
You kind of know what it is, it's the thing everyone is talking about - the low code tool from Microsoft.
You know you should start learning more about it, but where on earth do you start? What is it, really, what is in the Power Platform, and what can you do with it? And where can you find some information and learn more?
This session will give you all the answers you need to know to take the plunge into the Power Platform.
Infuse your sales and marketing team with D365
Are your sales and marketing teams working closely together or are they frenemies?
Both teams are working hard but not necessarily smart, even though they are working towards the same goal.
In this session, we show how you can utilize D365 Sales and D365 Customer Insights - Journeys to bridge the gap between the two teams and harvest the benefits of working together with leads and customers.
We're going through hot topics like:
- Lead handling
- Lead scoring
- Lead hand-off
- Lead journey
- Opportunity journey
- Marketing qualified vs Sales qualified
- Re-engaging leads
- Sales process
- Journeys vs sequences
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