Podcasts about d365

This episode is sponsored by Coffee + Dunn. As buyer behavior has evolved, sales and marketing teams have tried to keep pace. Understanding buyer behavior remains key, says our guest, Thomas Manders, CEO of Microsoft partner Coffee + Dunn, but data gathering and contextualizing insights for sellers have proved a challenge for some firms. In this episode, Thomas shares examples of business processes that Dynamics 365 users can execute on today, including steps that can bring sales and marketing teams closer together. We also discuss some of the latest Dynamics 365 Customer Insights marketing capabilities and what the Coffee + Dunn team is watching for in Microsoft's D365 road map. More from Coffee + Dunn: Download the white paper: Breaking Silos: The Strategic Advantage of Sales & Marketing Alignment | Coffee + Dunn (https://coffee-dunn.com/whitepapers/breaking-silos-the-strategic-advantage-of-sales-marketing-alignment/) Schedule your complimentary envisioning session with Coffee + Dunn: Schedule your session (https://outlook.office.com/owa/calendar/EnvisioningSessionwCoffeeDunn@coffee-dunn.com/bookings/)

The Diary Of A CEO with Steven BartlettMicrosoft 365 Copilot Gets Smarter - Big Changes Ahead by Lisa CrosbieSpring Release of Microsoft 365 Copilot by Femke CornelissenCRM will Die — Benioff admits it, Microsoft is building the replacement by Steve MordueMicrosoft Copilot Studio ❤️ MCP | Power Platform Developer BlogEngineered Code - Blog - Power Pages: Depending on jQuery Power Pages Actions in Visual Studio Code by Nick DoelmanGit Integration is Generally AvailableSet regarding any table in Power Automate without complex conditions by Amey HoldenMaking the Move from Outbound to Realtime Marketing by Megan V. WalkerOne form to rule them all: Reuse Marketing Forms Across Pages with Javascript by Pauline KoldeAnnouncing new computer use in Microsoft Copilot Studio for UI automation by Charles Lamanna Automate, agentify, or nothing? by Ana Inés UrrutiaRevolutionizing Digital Workflows: Traditional Automation vs. AI-Powered Agents by Carsten GrothSelf-Service Disaster Recovery for Power Platform and D365 by Andrew LyMicrosoft Power Platform and Copilot Studio Architecture CenterBe sure to subscribe so you don't miss a single episode of Power Platform BOOST!Thank you for buying us a coffee: buymeacoffee.comPodcast home page: https://powerplatformboost.comEmail: hello@powerplatformboost.comFollow us!Twitter: https://twitter.com/powerplatboost Instagram: https://www.instagram.com/powerplatformboost/ LinkedIn: https://www.linkedin.com/company/powerplatboost/ Facebook: https://www.facebook.com/profile.php?id=100090444536122 Mastodon: https://mastodon.social/@powerplatboost

Alicia King (Keener) received her first Microsoft MVP award in 2024, but her experience with Dynamics ERPs goes back more than 15 years. She joins us to share some of the meaningful experiences in her professional journey and her perspective on the present and future of Dynamics 365 F&O.   We discuss Alicia's approach to community participation, how she has extended her expertise into specific industries, and about her presentation plans for DynamicsCon 2025 in Chicago, where she will be presenting on using the built-in tax engine for D365 F&SCM.   Show Notes: 4:00 - The types of content she creates and what she prefers to consume 5:45 - Alicia's history with the product, starting with AX 8:45 - On working with a system that has added so many feature areas and specializations 11:00 - Working with D365 F&O in the life sciences industry 16:45 - Alicia's DynamicsCon 2025 session plans related to the D365 tax engine 18:45 - On building and nurturing an audience in the Microsoft community   More information: Alicia's site: https://www.aliciamvp.com/ LinkedIn: https://www.linkedin.com/in/aliciamvp/ YouTube: https://www.youtube.com/@aliciakmvp MSDW article: https://msdynamicsworld.com/story/microsoft-dynamics-profile-d365-fscm-journey-personal-challenge-mvp

This episode is sponsored by PayTrace. Security and automation are top of mind for most CFOs and finance teams this year, especially when it comes to payments and accounts receivable. For Dynamics Business Central users, embedded payments can solve both pain points. Our guests, Jeremy Boogaart and Carlton Ortega of PayTrace, share the latest enhancements to Trace AR for Business Central. We talk feature updates, the team's collaboration with early adopter customers of Trace AR, and a bit about the product roadmap. And the PayTrace team will be at upcoming events, including Directions North America 2025 and DynamicsCon. They tell us more about what you can expect to learn from them in-person. If you're interested in hearing more about what's new with Trace AR for Business Central and how it can help your team, contact sales@paytrace.com or stop by one of PayTrace's two booths at Directions NA, Premier Sponsor Exhibit Booth: 115 and Expo Booth: 224

In this episode, we connect with Beau Schwieso and delve into the transformative impact of AI on Microsoft's Finance & Operations solution. We discuss how AI enhances operational efficiency, automates tasks with pre-built agents, and offers custom solutions for unique business needs. The conversation also covers the revolution in accounting processes, the importance of data integrity, and the preparation required for successful AI adoption. With insights into the future of AI in business operations, this episode is a must-listen for anyone interested in technology-driven business transformation.About Our GuestBeau Schwieso is the Chief Operating Officer at Caf2 Code, where he plays a pivotal role in driving the company's strategic vision and operational excellence. He brings over 14 years of experience in implementing ERP solutions, specializing in both process and discrete manufacturing, finance, and advanced system configurations. He is the creator of the popular DynamicsDad blog, where he simplifies complex ERP concepts into relatable, actionable insights. Beau has a talent for making advanced topics like warehousing, Azure integrations, and production scheduling accessible, helping businesses maximize their D365 investments. He serves on the board of advisors for the Dynamics User Group and contributes to programming committees for major events like Summit NA and DynamicsCon. Additionally, he co-leads the Dallas D365 user group. Outside of his professional life, Beau enjoys writing late into the night, crafting witty dad jokes, and cherishing moments with his family.For more insights from Beau, check out his blog: DynamicsDad | Dynamics 365 Finance & OperationsAbout Caf2CodeCaf2Code is a dynamic company committed to empowering businesses through innovative ERP solutions. By prioritizing customer needs and blending their system expertise with the customer's industry knowledge, Caf2Code helps organizations optimize their operations and achieve their goals.Renowned for its proficiency as a premier ERP, CE, and Power Platform implementer, Caf2Code equips clients with the tools necessary to maximize their D365 investments. Through a combination of technical skill and a deep understanding of business requirements, Caf2Code distinguishes itself as a leader in the ERP solutions space.To learn more about Caf2Code - The Partner You Can Trust - visit their website: Home - Caf2Code LLC Hosted on Acast. See acast.com/privacy for more information.

Jukka Niiranen is a former Microsoft MVP and a current Power Platform expert, offering his services through his own firm and sharing his views regularly on social media and in his newsletter. On this episode, Jukka joins us to talk about how his career has evolved, his current work, his technology outlook, and a few hints at his upcoming licensing session at DynamicsMinds 2025 (where MSDW is a media partner).  Jukka's career has evolved in the last decade from a consulting role with a Microsoft partner to founding a services firm to now opening his own consultancy. He also recently made the decision to end his 11-year streak as a Microsoft MVP and we discuss that experience. And Jukka shares some context on how the evolution of Microsoft Business Applications has shaped his advice to clients regarding AI, Power Platform, D365 apps, and more.  Show Notes: 1:00 - Jukka's professional history,  including his newest venture and the transition from CRM to Power Platform and low code advisory Clients in the low-code world are not exactly the same as CRM decision makers 4:30 - The emergence of Microsoft's low-code vision with the components that became Power Platform 7:30 - The ongoing separation in the Power Apps community between CRM-based and dev-based 15:15 - What Jukka has learned from looking at Microsoft's Ideas sites 17:15 - Experience after retiring his MVP status 26:30 - How Jukka's views in writing and advisory work overlap 28:00 - Jukka's presentation on Power Platform licensing at DynamicsMinds 2025 34:30 - What kind of AI conversations is Jukka having with customers today 43:45 - Security and governance issues as it relates to AI in enterprise software 49:00 - About Jukka's newsletter, Perspectives Plus Where to find Jukka: Newsletter: https://perspectives.plus/ Company: https://niiranenadvisory.com/ LinkedIn: https://linkedin.com/in/jukkaniiranen/ Bluesky: https://bsky.app/profile/jukkan.bsky.social Mastodon: https://mstdn.social/@jukkan

This episode is sponsored by SignUp Software. When Tina McGrath first encountered ExFlow from SignUp Software, she was working as the finance lead in an ERP transformation project for a Dynamics AX customer moving to D365. Their older invoice automation software presented a range of challenges, including integration issues, lost information, usability, and customization complexity. On this episode, Tina takes us through some of the critical requirements, priorities, and guiding principles that led her to select SignUp as part of that project and how it benefited that organization. We then discuss how, years later, Tina came to lead SignUp's consulting services for Dynamics 365 Finance & Operations in North America. Rob Ashe, head of North America at Signup, also joins us and to talk about future plans for ExFlow that D365 customers can look forward to. More from SignUp Software: ·         To learn more about ExFlow, the only fully embedded AP automation solution for D365 Finance & Operations, or to explore the full suite of solutions offered by SignUp Software, visit their website (https://www.signupsoftware.com/book-demo/) and request a product demo today.

This episode is sponsored by k-ecommerce,  powered by MDF Commerce. On this episode we are talking about automation and e-commerce with Patrick Fusarini and Rich Fowler of k-ecommerce. B2B organizations face complex requirements in their commerce decisions, and Rich and Patrick tell us about what the requirements they are hearing from Dynamics 365 customers today.   Many scenarios are driven by the D365 user's own clients, they explain. In a B2B context, those organizations want to be able to make their purchases with greater velocity and lower friction. Our guests provide some examples of D365 customers that are making that happen with k-ecommerce.   We also discuss the relationship between automation and better data insights, and how partners can use that connection to improve outcomes further. Rich and Patrick share suggestions on how D365 customers can prioritize commerce needs, improve automation, and create a meaningful commerce execution plan. To learn more about k-ecommerce, check out k-ecommerce.com or try their interactive demo here. Catsports: How k-ecommerce transformed this online sports business: https://k-ecommerce.com/success-stories/catsports

This episode is sponsored by SignUp Software. On this episode, we are exploring how companies approach Procure to Pay and why the concepts, process and technical capabilities surrounding it have gained so much traction. Procure to pay typically includes accounts payable processes, but that's only part of the story. My guests on this episode, Bob Monio of SignUp Software and Brendan Coffey of Mekorma, explain more about the business case for payment services working together with AP automation software and how that broader vision offers benefits like reduced fraud and improved cash management. Bob and Brendan share their views on investing to improve procure to pay , including the recently announced joint partnership between Mekorma and SignUp. And they share their experiences working with companies looking to both better automate and optimize financial capabilities. More from Mekorma: For more information on how your organization can take advantage of the integrated Procure to Pay system discussed today, add payment processing to your AP environment, or if you'd like to discuss further the solutions offered by SignUp and Mekorma for D365, contact Bob Monio. You can reach him by email: bob.monio@signupsoftware.com or by phone: +1 612.293.8558

As we shift into 2025, we're going to be diving deep into the world of AI and its impact on the Business Applications space. On today's episode, we'll be joined by Robbie Morrison, the visionary CEO of Velosio. Robbie is a renowned technology leader and expert system architect, celebrated for his innovative solutions that drive efficiency and growth. With a profound expertise in Microsoft Dynamics 365, cloud technologies, and infrastructure, Robbie is adept at navigating complex business environments and addressing critical challenges. His strategic implementation of scalable solutions has consistently transformed business operations. Episode Topics: What are some of the common business challenges you see organizations trying to solve with Dynamics & AI?The end customer can be considered a major driving factor when it comes to organizations taking on a business transformation process. What are some of the ways you've seen adoption D365 impact the end customer experience, and how do you see AI tying into that impact?How can organizations ensure a smooth transition and adoption of D365 and its AI capabilities?How do you see the role of AI evolving in business operations over the next few years? Useful Resources: Microsoft Dynamics 365 Implementation and Support | Velosiohttps://www.velosio.com/go/tech-trends-executive-roundtable/ About our Guest: Robbie Morrison is a visionary technology leader and expert system architect known for developing innovative solutions that enhance efficiency and growth. As CEO of Velosio, his deep expertise in Microsoft Dynamics 365, cloud technologies, and infrastructure uniquely positions him to navigate complex business environments. Robbie excels at addressing critical challenges, particularly for mid-market companies, by implementing scalable solutions that transform business operations. Prior to leading Velosio, Robbie founded and steered multiple pioneering technology enterprises, including the inaugural Internet Service Provider in Northwest Georgia. His forward-thinking leadership and strategic foresight have consistently propelled transformative advancements and robust growth. Hosted on Acast. See acast.com/privacy for more information.

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This episode is sponsored by enVista. The devices and applications available to frontline workers continue to evolve. On this episode, Chris Tordi and Mark Laatz of enVista join us for to explore the integration of Microsoft Teams and Dynamics 365, RFID asset tracking, voice automation, and connected worker solutions. You will learn how tools designed for frontline workers enhance productivity, ensure compliance, and drive operational excellence across industries. We discuss: The evolving role of the connected worker How D365 can be used to empower frontline workers. Advantages of using D365 on various devices, including enterprise mobile devices, tablets, and wearables. The latest advances in RFID and voice scenarios for frontline workers Meeting industry compliance and customer demands More from enVista: www.envistacorp.com Are You Getting the Most Out of Your Mobile Devices? - https://envistacorp.com/blog/are-you-getting-the-most-out-of-your-mobile-devices/ Benefits of Voice Automation in the Warehouse - https://envistacorp.com/blog/benefits-of-voice-automation-in-the-warehouse/ The Power of Voice Automation with Microsoft D365 - https://envistacorp.com/blog/leveraging-the-power-of-voice-automation-with-microsoft-dynamics-365/

In today's fast-paced digital landscape, organizations are leveraging AI to fundamentally transform customer service operations. This shift is not just about adopting new technologies; it's about enhancing how businesses interact with their customers. By utilizing AI-driven solutions, companies can streamline processes, provide personalized experiences, and proactively anticipate customer needs, paving the way for more efficient and responsive service. On Today's episode, we'll be joined by Jon Rastia, Argano's Senior Director of Strategy, to delve into the concept of “Service Anywhere.” This innovative approach emphasizes the implementation of comprehensive AI-driven solutions designed to enhance customer service departments. We'll explore current trends in customer service transformation, identify common pitfalls to avoid during these changes, and discuss the substantial business value that these AI-driven initiatives can bring. Episode Topics:Who is Argano?What is Service Anywhere?What are 3 Key trends you're customers are requesting?What are some common pitfalls to avoid when considering a Contact Center/Customer Service transformation?What's the business value customers are achieving with deploying Microsoft Dynamics CS/FS?What's the #1 takeaway you'd like to share with the audience regarding AI in the Contact Center? Useful Resources:https://argano.com/https://www.microsoft.com/en-us/dynamics-365/topics/customer-service/customer-service-software?msockid=218959fa313a647b28994cc230d465e6 About our Guest:Jon Rastia brings 25+ years of designing and implementing CX solutions, coupled with a record of outstanding leadership and success resulting in reduced costs, increased efficiencies, and improved ROI. Jon brings a deep knowledge of successfully applying modern technology in several industries; his experience includes the retail, manufacturing, insurance, and financial services. As a former Chief Information Officer, he has provided technology vision and leadership developing and implementing large-scale, complex enterprise information systems supporting distributed and centralized business operations. His efforts leading teams have achieved more effective and cost-beneficial enterprise-wide business solutions. Hosted on Acast. See acast.com/privacy for more information.

HighlightsDriving Adoption (02:40)At its recent financial earnings call, Microsoft reported dramatic results from its last quarter regarding Dynamics 365 (D365), Business Central (BC), and Finance and Operations (F&O), with 27% growth quarter over quarter. Some core factors are driving this pace of customer adoption in the mid-market and the enterprise. Hedin names three:The number of old platforms that need to be migrated: To access the newest and best features, organizations must be in the cloud — otherwise, they'll be missing out on copilot, for instance.Companies need to save money and be more efficient. Automation enables companies to do more with less.Security is vital in finance, especially for fraud detection and prevention.Hedin reports that SignUp Software had similar growth rates to Microsoft, so it has been able to maintain the same pace.Industry Innovation (05:03)Some vertical industries are quicker with their approach to modernization and digital transformations, especially in managing regulatory compliance and implementing other cybersecurity initiatives. Hedin describes the pace of innovation and modernization among various industries.All industries have invoices. However, the industries accelerating their pace of modernization and implementing advanced solutions are the ones that have the most to gain and with high volumes, notes Hedin. He lists retail and government as two of the top industries here.Partners contribute greatly to this pace. “It's the solution architects and the business process designers that advise the customer on what they can do,” he says. When partners see the capabilities that come with modern offerings, they begin to suggest those offerings.Investing in Modernization and Automation (08:43)The office of the CFO should be keeping an eye out for key aspects and outcomes from their investments to modernize and automate. Efficiency and flexibility are two beneficial elements. “It comes back to process efficiency to have that low cost; you have to control compliance on those processes,” Hedin says.Modern technologies, such as automation and AI, come with a lot of fear and uncertainty as well as assumptions that they will take the jobs of humans. For those involved with the day-to-day operations of a business, that's not necessarily true. Investing in modernization can enhance business processes and enable humans to be redeployed to do other tasks.  The 4 Cs (11:25)Hedin describes four Cs that can come with modern technologies and are essential when working with customers and partners, which SignUp Software puts into practice with its ExFlow offering:CostComplianceControlCopilotsSignUp Software is “heavily entrenched” in its research and development (R&D) department, Hedin says. Customers can improve their return on investment (ROI) by embracing modern technologies, deploying their employees to higher-level tasks, and benefitting from the four Cs. Another factor that Hedin mentions is the standard for CO2 emissions for companies with more than 250 people. SignUp Software offers a product for CO2 management to help companies manage data and have greater control in working toward becoming

This episode is sponsored by NMB Solutions. For businesses involved in exporting from the US, AES has become a key program that spans multiple government entities and enforces key regulations. Our guest, Michelle Frenier, a strategic consultant for NMB Solutions in the aera of global trade, introduces us to the role of AES in global trade, with a focus on the key role that technology like Dynamics 365 plays in managing the rules and staying compliant. We discuss: Common mistakes when filing export data in AES Consequences of incomplete filings How to prepare for potential audits Country-specific requirements for AES filing information Technology within Dynamics 365 Finance and Supply Chain Management that can address AES, and where it falls short NMB's solution to supporting AES filings in D365, including their partnership with AEB More from NMB: Get the AES Buyers Guide from NMB Contact NMB Solutions to learn more    

No KJ, here's Kayla, and D365 Customer Service changes... oh my! We're back with a new season, new co-host, but with the same, great, digestible tidbits for Dynamics 365. This episode, we formally welcome Kayla as our new co-host, wish KJ goodbye and good luck. Kayla also shares what the big updates are for D365 CS for the Wave 2 Release.Episode Topics:Welcome Kayla! What's new with CSUseful Resources:Blog release - 2024 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power PlatformProduct documentation 2024 Wave 2 ReleaseMicrosoft Release Planner for Customer ServiceWho is Kayla Rohde?Welcome to Digestible Dynamics! I'm Kayla Rohde, a Microsoft Business Applications Technical Specialist with a decade of experience in supporting business applications. Born and raised in the Midwest, I've lived in Nebraska, Iowa, and now call Minnesota home. With an educational background in Business Systems Analysis, my passion lies in helping organizations understand and overcome their business challenges using innovative Microsoft solutions. The endless possibilities for solving business problems with technology is what excites me the most about my work. When I'm not diving into the world of business technology, I'm a proud dog mom to two wonderful dogs, Diesel and Xena. I also love indulging in hobbies like reading, writing, painting, and learning new things—from ancient history to playing the guitar. I cherish spending time with family and friends and enjoy traveling. I'm thrilled to share insights and stories with you on this podcast. Let's explore the dynamic world of business applications together!Connect with Kayla - Kayla Rohde | LinkedIn Hosted on Acast. See acast.com/privacy for more information.

This episode is sponsored by Upland Software.   In a world where the next revolutionary contact center technology is always just around the corner, the reality is that agents still need real solutions today. Computer-telephony integration (CTI) is the real game-changer, says this episode's guest, Denis Francoeur, Director of Product from Upland Software, and he explains why.   The contact center needs better connections between systems and people, Francoeur says, and CTI holds a fascinating place among IT assets. It has proved its worth over the years as an evolving technology, and the latest generation of tools, like InGenius from Upland, shows its relevance by serving as both a productivity tool for agents and as a vector for AI-driven insights, recommendations, call routing, and more. We discuss what trends in AI messaging have meant for positioning CTI, recent feedback Upland has had from Dynamics 365 customers and partners, and what users can do today to cut through the noise when deploying CTI in their organizations.   InGenius customers see an average of 50% uplift in agent call handling when integration D365 with their telephony system. Schedule a 1:1 product demo by clicking here: https://bit.ly/3M7ttW8

Microsoft has introduced Dynamics 365 Contact Center, a Copilot-first cloud contact center solution aimed at revolutionizing customer service. This innovative platform integrates generative AI to provide seamless customer engagement across multiple channels, including voice, SMS, chat, email, and social media. It offers advanced features like context-aware, personalized conversations, real-time sentiment analysis, and intelligent routing to ensure customers receive timely and accurate assistance. The solution also supports effortless self-service, allowing customers to resolve their issues independently through natural, human-like interactions. The impact of adopting a digital contact center is profound for businesses. For instance, companies can experience a 31% increase in first call resolution and a 20% reduction in missed routes, leading to enhanced customer satisfaction and loyalty². Additionally, the platform's real-time reporting capabilities enable service leaders to optimize operations and reduce costs, further driving efficiency and effectiveness in customer service delivery. ***Editor's note: - To clarify Sree's point about Copilot Studio, Copilot Studio entitlements are included in D365 Contact Center, but not D365 Customer Service. If you purchase licenses for D365 Customer Service it does NOT come with Copilot Studio entitlements. That would require an additional purchase of Copilot Studio licenses.Episode Topics:What is D365 Contact Center?Which type of customer would be a good fit for D365 Contact Center?How does D365 Contact Center differ from our other CS offerings?How can customers learn more and get started? Useful Resources:Announcing Dynamics 365 Contact Center - a Copilot-first cloud contact center to transform service experiences - The Official Microsoft BlogDynamics 365 Contact Center | Microsoft Dynamics 365Introducing Microsoft Dynamics 365 Contact Center About Sree YegginaSree Yeggina has over 15 years of experience in the technology space as an engineer, functional consultant, and sales enablement leader. Currently, Sree is the Global Director of Sales Readiness for Business Applications Customer Experience and Service categories where she passionately enables the world about achieving world class CX through end-to-end seamless customer engagement Connect with Sree - Sree Yeggina | Linkedin Hosted on Acast. See acast.com/privacy for more information.

What happens when an organization spends 2 extra years and $200M more than expected on their ERP implementation? That's what I will be discussing today. #erpimplementation #dynamics365 #d365 #digitaltransformation ORDER MY NEW BOOK: The Final Countdown: https://a.co/d/50cqrCB CONTACT MY TEAM & I: https://www.thirdstage-consulting.com... FOR SPONSORSHIP OPPORTUNITIES: contact@majortom-productions.com

The Transformation Ground Control podcast covers a number of topics important to digital and business transformation. This episode covers the following topics and interviews:   Microsoft's D365 New Mobile App, Q&A (Darian Chwialkowski, Third Stage Consulting) OpenAI's New Partnership (Darian Chwialkowski, Third Stage Consulting) Distribution and SCM Trends (Will Quinn, ‘The Distribution Guy', Infor) How to Create an AI Strategy for your Organization   We also cover a number of other relevant topics related to digital and business transformation throughout the show.  

What happens when an organization spends 2 extra years and $200M more than expected on their ERP implementation? That's what I will be discussing today.   #erpimplementation #dynamics365 #d365 #digitaltransformation ORDER MY NEW BOOK: The Final Countdown: https://a.co/d/50cqrCB CONTACT MY TEAM & I: https://www.thirdstage-consulting.com... FOR SPONSORSHIP OPPORTUNITIES: contact@majortom-productions.com

Send me a Text Message hereFULL SHOW NOTES https://podcast.nz365guy.com/554 Have you ever wondered how a barefoot day at the beach could lead to tech innovation in bustling city life? Our latest guest, Nati Turtledove, made that leap, and as the Lead Solution Architect at CarePoint 365 and the most recent MVP awardee, he's here to unravel the narrative of his remarkable journey. From his initial steps in manual labor to spearheading an IT department, Nati's path to the top echelons of the Power Platform community is as inspiring as it is informative. He shares the joys of his life, from his foodie experiences to family life and creative blogging and music, all while navigating the supportive tech scene in Manchester.Peek behind the curtain of solution architecture, and you'll find a world where data modeling reigns supreme. Nati breaks down the complexities of DIMM fact tables and snowflake schemas, emphasizing the foundational importance of data structures. He also highlights the significance of a well-crafted RBAX model for ironclad security. This episode isn't just about technical jargon; it's a testament to the power of community collaboration, the MVP nomination journey, and the ripple effect of shared success.Transitioning to a new community comes with its own set of fears and uncertainties, confronting imposter syndrome head-on. Yet, Nati's tale reassures us that these challenges are universal, and support is abundant within the UK's Power Platform and D365 user community. Sharing the evolution of his public speaking and the immeasurable value of community contribution, Nati's story is a beacon for anyone navigating their own professional journey. Remember, it's not the depth of your technical knowledge but the reach of your helping hand that truly defines MVP success.OTHER RESOURCES: Microsoft MVP YouTube Series - How to Become a Microsoft MVP  GitHub: https://github.com/NatiTurts   AgileXRM AgileXRm - The integrated BPM for Microsoft Power PlatformSupport the Show.If you want to get in touch with me, you can message me here on Linkedin.Thanks for listening

Out of the box, Dynamics 365 can help organizations of various sizes across different industries solve business problems with technology. Whether that's improving seller efficiency and pipeline accuracy, or boosting CSAT by solving your customer service problems more quickly, or it's ensuring your field agents are better equipped to complete their work orders with a true customer 360 view, Dynamics 365 can help. Another powerful aspect of the platform is its ability to integrate with Partner solutions that help augment dynamics 365 processes and workflows. For example, you can integrate Docusign with your existing D365 ecosystem to ensure more intelligent and automated document management In this episode, we interview Suresh Jeevanani, senior director of Strategic Partnerships at Docusign to highlight the value of the D365 and Docusign integration and how organizations can use it today.Episode Topics:What do you do at Docusign do?What is the value of a Docusign and D365 integration?What does the Docusign integration feature within Copilot for Sales entail?How can a customer get started?Useful Resources:Dynamics 365 Integrations | DocusignDocuSign for Dynamics (microsoft.com)Sign up for Copilot for Sales Extensibility Preview (microsoft.com)About Suresh JeevananiSuresh Jeevanani is Senior Director, Strategic Partnerships at Docusign. He has over 2 decades of experience in the high-tech industry. He is passionate about bringing power to technology & technology ecosystems to help customers transform their businesses. He lives in San Francisco Bay Area with his wife and daughter. In his spare time, Suresh likes to play tennis and go road-biking.Connect with Suresh - Suresh Jeevanani | LinkedIn Hosted on Acast. See acast.com/privacy for more information.

Microsoft Dynamics 365 is one of the most common and most popular ERP systems in the marketplace, but what exactly is Microsoft D365 and what is the training your organization needs in order to be successful in their initiatives? That's what I will be discussing in today's training course. #dynamics365 #dynamics365businesscentral #dynamics365 I have broken out each section I will be covering for easy reference: 00:00:00 Introduction / Course Overview 00:02:18 What is Microsoft D365? 00:11:48 Review of Microsoft D365 00:23:19 Strengths of Microsoft D365 00:31:36 Comparison to SAP S/4HANA and Oracle Cloud ERP 00:43:20 Microsoft's Sure Step Implementation Methodology 00:55:10 Biggest D365 Implementation Risks 01:06:38 Preparing for Implementation 01:31:18 Finding the Best D365 Implementers 01:45:53 Lessons from Successful D365 Implementations ORDER MY NEW BOOK: The Final Countdown: https://a.co/d/50cqrCB CONTACT MY TEAM & I: https://www.thirdstage-consulting.com/contact-us/ FOR SPONSORSHIP OPPORTUNITIES: contact@majortom-productions.com

Dynamics 365 first party apps (Sales, Customer Service, Field Service, etc.) offer robust functionality to optimize your business. In this episode we chat about what if you're a small business and you don't need ALL of that or what if your process is entirely different and it doesn't fit into one of those classic CRM functionality scenarios? Tune in to learn about the considerations when deciding between a Microsoft Dynamics 365 First Party App vs. building your own Power App!

Within Dynamics 365 Sales, Customer Service, Customer Insights Journeys, Field Service, Power Platform and Finance, users can utilize Copilot within their flow of work in each of the respective solutions. A seller can use Copilot to summarize an opportunity with D365 Sales. A customer service agent can ask Copilot a technical question about troubleshooting a product and Copilot will answer it because it is connected to an existing knowledge base. But what if the user is using Outlook or Teams? Well thanks to the Copilot integration with M365, users can access Copilot that's connected to their CRM within Outlook or Teams to update records, access business-critical information, and more. Copilot meets the end users wherever they are to ensure it can empower them right from their flow of work. Episode TopicsHow can users take advantage of D365 Copilot and M365 Copilot together?What will the cost be, and will users need a M365 copilot license in lieu of the D365 Copilot license?What new advancements does D365 have coming that you can share? Useful ResourcesMicrosoft Copilot for Microsoft 365 | Microsoft 365Introducing Microsoft 365 Copilot | Microsoft 365 BlogMicrosoft Copilot for Microsoft 365 overview | Microsoft Learn About Chris StedmanHere's how Chris describes himself - "I am a Sales fanatic. With over 3 decades of experience in sales, sales operations, sales coaching, and sales strategy, I live for sales engagements and conversations! I am extremely passionate about the art of sales and the science of sales operations. Currently, as the Director of GTM strategy and motions for Business Applications at Microsoft, I focus on seller excellence, customer experience, and sales programs and automation. I reside in the great state of Minnesota, with my wife and two children. When I'm not selling or coaching, I enjoy MN Vikings football, Arsenal soccer, poker, golf, and hanging out at the lake. Please connect with me on LinkedIn!" Connect with Chris - Chris Stedman | LinkedIn Hosted on Acast. See acast.com/privacy for more information.

Curious about Microsoft Dynamics 365? This is a perfect episode for those new to Microsoft Dynamics 365 or exploring its potential. We unravel all the parts of D365, both CRM & ERP. And dive deep into its CRM functionalities: sales, marketing, project operations, field service, and customer service.

This week we dive into the five, I mean, six orders in architecture! An all-new Masonic Mythbusters segment is coming at you! Then we have a book review on our Silver-Sister, the Moon, and wrap with a piece about the Leo Taxil Lucifarian Hoax. Don't miss it. Stay tuned! Links: The Book Review https://www.sciencenews.org/article/moon-book-life-earth-human-history?utm_medium=email&utm_term=N%2FA&utm_source=D365&utm_content=SN%20Space%202024%2002%2016&utm_campaign=SN%20Space%20Newsletter%202024%2002%2016#msdynmkt_trackingcontext=3a3bb47a-cfe5-4b0a-8a27-e2b8222f8904 Buy the book! Our Moon The Lyceum https://wcypodcast.com/the-lyceum Freemasonry has a membership problem (which has caused a leadership problem) http://www.midnightfreemasons.org/2024/01/freemasonry-has-membership-problem.html Not Leadership http://www.midnightfreemasons.org/2024/01/not-leadership.html Skull and Crown Ltd. www.skullandcrownltd.com Craftsman+ FB Group https://www.facebook.com/groups/craftsmanplus/ WCY Podcast YouTube Channel https://www.youtube.com/c/WhenceCameYou Ancient Modern Initiation: Special Edition http://www.wcypodcast.com/the-Shop The Master's Word- A Short Treatise on the Word, the Light, and the Self - Autographed https://wcypodcast.com/the-shop Get the new book! How to Charter a Lodge https://wcypodcast.com/the-shop Truth Quantum https://truthquantum.com Our Patreon www.patreon.com/wcypodcast Support the show on Paypal https://wcypodcast.com/support-the-show Get some swag! https://wcypodcast.com/the-shop Get the book! http://a.co/5rtYr2r

FULL SHOW NOTES https://podcast.nz365guy.com/525 Embark on a journey through the veins of business optimization with Rachel Profitt, Microsoft's principal program manager, as she brings her wealth of knowledge from Denver, Colorado, straight to your ears. From an honoured Microsoft MVP to the halls of Microsoft itself, Rachel's insights into Dynamics 365's newly unveiled business process catalogue promise to revolutionize your approach to finance, operations, and beyond. Our conversation peels back the layers of this powerful tool, crafted to enhance and expedite Dynamics 365 implementations. Revealing the synergies between community efforts and technological triumphs, Rachel highlights how this open-source gem on GitHub isn't just a Microsoft showpiece; it's a community-driven tour de force for partners and customers to elevate their business practices.Today's digital landscape is a mosaic of collective wisdom, and our episode explores how community resources are the bedrock of successful Dynamics 365 and Power Platform implementations. Dive into the heart of this collaborative spirit with Rachel as we unravel a world where vanilla baseline business processes, AI advancements, and in-app guidance converge to chart a clear path through often treacherous implementation terrain. We don't just discuss the tools of the trade; we reveal the pulse of innovation beating within each community contribution, each flow diagram, and each step toward harnessing the transformative power of an efficiently deployed ERP or CRM system.But the intrigue doesn't stop there. The finale of our discussion with Rachel takes us into the future of process mining, how telemetry data offers a crystal-clear reflection of business operations and the pivotal role of test suite automation in safeguarding system integrity. The symbiotic relationship between Dynamics 365 and Power Platform is not just discussed; it's celebrated as a testament to the dynamic interplay of documentation and community input. So, as you reach the end of this auditory voyage, the question that remains isn't just about creation on the Power Platform—it's about the mark you'll leave on the ever-evolving tapestry of technological progress.RESOURCES MENTIONED:Business Process Catalog - https://aka.ms/businessprocesscatalog One Guidance -  https://aka.ms/oneguidance Business Process Catalog - https://aka.ms/businessprocesscatalogrequests D365 submit PNP -  https://aka.ms/d365submitpnp  Business process feedback -  https://aka.ms/businessprocessfeedback AgileXRM AgileXRm - The integrated BPM for Microsoft Power PlatformSupport the showIf you want to get in touch with me, you can message me here on Linkedin.Thanks for listening

The gaming industry is a $200+ billion industry, with tremendous opportunity to grow. Being such a massive industry means plenty of customers. As such, it is hugely important for the customer experience to be optimized from the purchase, support and playing of a game. This week, we have a D365 and Gaming industry expert discussing how gaming companies are using D365 and realizing its value. Episode TopicsWhat are some top digital transformation trends happening in the Gaming industry?How are gaming companies using D365 today?Can you please share a customer success story around a Gaming company using D365?Useful ResourcesBusiness Applications | Microsoft Dynamics 365Microsoft Power Virtual Agents, now part of Microsoft Copilot Studio | Microsoft Power Virtual AgentsAbout Justin RaphaelJustin is a sales leader in the mighty West-Midwest OU in the Business Applications STU focused on West coast (+Colorado, Nevada, etc). He's been at Microsoft for 11 years, starting in support (TAM, Support Seller, Support Sales Manager) for 6 years. He lives in Tacoma, WA and currently lives, breathes, and eats all things BizApps (in addition to having a vibrant family, a passion for triathlon training, and hustling his kids to various after school activities).Connect with Justin - Justin Raphael | LinkedInWe'd love to hear from you!Don't hesitate to reach out with any questions, comments, suggestions or feedback! We'd love to hear from you. Send your hosts an email at digestibledynamics@microsoft.com Discover and follow other Microsoft podcasts at microsoft.com/podcasts Hosted on Acast. See acast.com/privacy for more information.

Microsoft just released their plans for 2024 Release Wave 1 of Dynamics 365 and Power Platform, and the Finance and Operations suite will be adding a range of process and data-themed capabilities. Generative AI is part of that roadmap too, of course, but our guest on this episode, Microsoft VP Georg Glantschnig, shares that his broader focus is on improving automation, solution composability, and data-centric capabilities.   Georg discusses some of the highlights of the current release wave and, while this is not an "all AI" conversation, he explains that Copilot will continue to be a priority for the Dynamics 365 team in the future. His team's approach of bringing customers and partners into preview and GA cycles should help Microsoft launch new AI-based capabilities that users want, he believes. And he shares his outlook on how Copilot could become more advanced over time, from today's productivity tools toward a future where autonomous systems handle end-to-end processes, asking users for help only in exceptional cases.    Show Notes: 1:30 - Georg's background in the ERP space going back to the 1990s 3:30 - Microsoft's ERP position (and dividing Finance & SCM) at the time Georg joined the team in 2019 and how priorities have evolved 5:15 - How Georg positions Microsoft's ERP progress over the years 7:45 - Setting priorities in product planning 9:30 - Top level themes of 2024 Release Wave 1 plans 13:45 - What to expect from the launch of the D365 Finance Premium license option 15:30 - One Version updates for the product and what it means for customers 18:00 - How have customers adapted to the cloud, especially those who have been on D365 in the cloud for several years 19:15 - Automation and composabilty scenarios in the new release wave 22:30 - Domino's UK story: Inventory planning at scale with D365 and AI-driven demand planning 26:00 - Looking ahead to F&O product planning priorities:  operational process improvement and generative AI 29:00 - The journey for AI advancements - low stakes to high stakes 31:30 - Microsoft's product management approach to approach planning for future AI-related scenarios for F&O products 35:30 - How much will D365 F&O AI capabilities cost users? 38:30 - How is the One Dynamics One Platform (ODOP) initiative progressing? 41:30 - How F&O scenarios will expand their use of Power Platform 43:30 - Approaching concerns over cost of Dataverse usage 45:30 - The trend of building custom capabilities on Power Platform 46:00 - Other 2024 plans for Georg's team

Without user adoption, the perfect piece of technology is worthless. No matter what the analysts say about a platform, or how much AI is infused into it, if your end users are not utilizing a company's investment into a technology platform, like Dynamics 365, then they're just bleeding money. This week, our guest, Kayla Rohde, Solution Architect at Western Computer highlights some technology and user adoption best practices all organizations can implement today.Episode Topics:Can you describe your role at Western Computer and provide an overview of what Western Computer specializes in?In the context of Dynamics, how are your customers incorporating Artificial Intelligence (AI), considering its growing importance?Could you identify common challenges customers face when implementing Customer Engagement (CE) and Field Service (FS) solutions?Episode Resources:Dynamics 365 reference architectures - Dynamics 365 | Microsoft LearnDynamics 365 Field Service documentation - Dynamics 365 Field Service | Microsoft LearnWestern Computer | Microsoft Dynamics 365 Gold ERP PartnerAbout Kayla Rohde:"Greetings! I'm Kayla Rohde, a D365 Solution Architect. I've been on an incredible journey working with D365 Applications for the last 8 years. I'm passionate about designing business systems that are efficient, user friendly, and scalable. My best work happens in a team environment where I can collaborate with other creative minds to come up with innovative solutions. Beyond my professional life, I embrace the joys (and dog fur) that come with being a dog mom to Diesel (German Shepherd -11) and Xena Warrior Princess (Aussie Doodle -3). In my free time, I enjoy running around with my dogs, yoga, reading, writing, sharing dad jokes and savoring life's little moments."Connect with Kayla - Kayla Rohde | LinkedInWe'd love to hear from you!Don't hesitate to reach out with any questions, comments, suggestions or feedback! We'd love to hear from you. Send your hosts an email at digestibledynamics@microsoft.comDiscover and follow other Microsoft podcasts at microsoft.com/podcasts Hosted on Acast. See acast.com/privacy for more information.

Close sales deals quickly and efficiently with the new generative AI powered Sales Copilot. It provides an intelligent natural language interface to all of your sales data, in CRM systems like Salesforce or Dynamics 365, and connected external data sources. See how Sales Copilot generates insights and content in the flow of work with skills that help you with everyday tasks in Microsoft 365 or embedded within your Dynamics 365 Sales experience. Eric Boocock, Principal Program Manager for Dynamics 365 Sales, shares how Sales Copilot works safely with your data and the key admin steps to set it up. ► QUICK LINKS: 00:00 - Generative AI-powered Sales Copilot 00:50 - Sales Copilot with Salesforce and Microsoft 365 01:42 - Sales Copilot in Teams and Outlook 03:01 - Additional capabilities within Dynamics 365 Sales 03:39 - Data security 04:41 - Retrieval Augmented Generation  06:11 - How to set it up 07:42 - Bring external data from non-CRM apps 08:13 - Wrap up ► Link References For more information, check out https://aka.ms/SalesCopilotDocs Stay updated on monthly releases at https://aka.ms/SalesCopilotUpdates ► Unfamiliar with Microsoft Mechanics? As Microsoft's official video series for IT, you can watch and share valuable content and demos of current and upcoming tech from the people who build it at Microsoft. • Subscribe to our YouTube: https://www.youtube.com/c/MicrosoftMechanicsSeries • Talk with other IT Pros, join us on the Microsoft Tech Community: https://techcommunity.microsoft.com/t5/microsoft-mechanics-blog/bg-p/MicrosoftMechanicsBlog • Watch or listen from anywhere, subscribe to our podcast: https://microsoftmechanics.libsyn.com/podcast ► Keep getting this insider knowledge, join us on social: • Follow us on Twitter: https://twitter.com/MSFTMechanics • Share knowledge on LinkedIn: https://www.linkedin.com/company/microsoft-mechanics/ • Enjoy us on Instagram: https://www.instagram.com/msftmechanics/ • Loosen up with us on TikTok: https://www.tiktok.com/@msftmechanics

According to some statistics published by Financesonline.com, field service management software can increase technician utilization by 47%, first-time fix rate by 22%, and customer retention by 11%. With the addition of Copilot to Field service, end users like dispatchers, field service managers and field technicians are empowered with an even greater boost in productivity, work quality and work satisfaction. There are many benefits to Copilot for Field Service, which is why we wanted to bring on a Dynamics 365 Field Service expert, Hector Garcia Tellado, Partner Director of Product Management for D365 Field Service at Microsoft, to discuss what Copilot for Field Service is and how it will benefit its users. Episode TopicsWhat is Copilot for D365 Field Service?How do you see it benefiting our FS customers today?Which LOBs do you see benefiting from Copilot for D365 Field Service? Useful Resources:Copilot in Dynamics 365 Field Service supports exceptional frontline service - Microsoft Dynamics 365 BlogDynamics 365 Field Service - Copilot in Field Service | Microsoft LearnWork order recap with Copilot in Field Service (preview) - Dynamics 365 Field Service | Microsoft LearnField Service Outlook add-in with Copilot for the Frontline Manager (preview) - Dynamics 365 Field Service | Microsoft Learn About Hector Garcia TelladoHector Garcia Tellado is a Partner Director of Product Management for D365 Field Service at Microsoft, overseeing product vision, roadmap and strategy. Prior to this role, he was the head of Product Management of D365 Remote Assist, a mixed reality application that allows better frontline worker communication; before that he held various PM roles in the Azure IoT organization. He also spent several years in IBM Software in their Lab Service teams serving the EMEA region. Hector holds an BS in Physics from University of Vigo (Spain) and an MBA from MIT Sloan School of Management (Cambridge, MA). Connect with Hector - Hector Garcia Tellado | LinkedIn We'd love to hear from you!Don't hesitate to reach out with any questions, comments, suggestions or feedback! We'd love to hear from you. Send your hosts an email at digestibledynamics@microsoft.com Discover and follow other Microsoft podcasts at microsoft.com/podcasts Hosted on Acast. See acast.com/privacy for more information.

According to an article release by Zippia earlier this year, 94% of enterprises use cloud services. The concept of cloud services is pervasive not only in our professional world, but also in our personal world, from the things we do on our phone to streaming media. The cloud is everywhere. Dynamics 365 is also a piece of cloud technology that enterprises of various sizes and across multiple industries are using today. Despite how common cloud technology is today, one common mistake or misstep companies make with Dynamics 365 is not being intentional with understanding its architecture. Today, our guest, Brenda De La Torre, sheds insight into important facets of the Dynamics 365 architecture, how companies should think about their current cloud architecture when implementing D365 and some pro tips on implementing Dynamics 365. Episode TopicsBefore investing in Dynamics technology, what cloud architecture considerations are key and what strategies should companies considering to ensure a smooth integration into a company's existing IT infrastructure?How has the architecture changed from when you first started working with Dynamics?What are the common mistakes customers make when creating a D365 solution?Please provide a use case of a successful D365 solution Useful ResourcesDynamics 365 reference architectures - Dynamics 365 | Microsoft LearnAzure and Dynamics 365 scenarios - Azure Architecture Center | Microsoft LearnBusiness Applications | Microsoft Dynamics 365 About Brenda De La TorreBrenda has worked as a D365 + Power Platform Architect for close to a decade and since transitioned into a Partner Technology Strategist role at Microsoft serving as the CTO for Global Partners driving their technical roadmap and helping build transactable solutions. She hails from the Midwest (Wisconsin) and recently moved back with her husband, daughter, and dog! In her free time she loves exploring nature (hiking, biking, etc.) and helping people pursue a career in technology. Follow her Instagram @calledtotech for tech and career insights and news! Connect with Brenda - Brenda De La Torre | LinkedIn We'd love to hear from you!Don't hesitate to reach out with any questions, comments, suggestions or feedback! We'd love to hear from you. Send your hosts an email at digestibledynamics@microsoft.com Discover and follow other Microsoft podcasts at microsoft.com/podcasts Hosted on Acast. See acast.com/privacy for more information.

Welcome back to the Digestible Dynamics Podcast. For Season 5, we're going to kick it off with Copilot for Dynamics 365 Marketing. Copilot is a game-changer for marketers who want to save time, boost creativity, and deliver personalized customer experiences. Copilot works with Dynamics 365 Marketing and Customer Insights, allowing you to interact with your customer data using natural language, generate targeted customer segments, and write engaging email content with just a few clicks. This week's guest, Chandra Stevens, Principal Program Manager for Customer Experience at Microsoft, highlights how Copilot can take your marketing to the next level. Episode TopicsWhat is Copilot for D365 MarketingHow do you see Marketing customers benefitting from Copilot?What is Copilot for Customer InsightsHow do you see CDP customers benefiting from Copilot? Useful ResourcesCopilot in Dynamics 365 Marketing and Customer Insights - Microsoft Dynamics 365 BlogOverview of AI-powered item marketing text (preview) with Copilot - Business Central | Microsoft LearnAI-powered item marketing text (preview) with Copilot FAQ - Business Central | Microsoft Learn About Chandra StevensChandra embraces all things pop culture and technology. As a recognized thought-leader with vast experience in emerging technology and experiential marketing practices, she is responsible for customer experience solution strategy and innovation that enable organizations to drive growth by knowing their customers, going beyond their expectations, and engaging in moments that matter. My objective is to combine art and science, cultural analysis, human-centric interaction, and technology innovation to build profitable and scalable business practices for our customers to be ready for what's next. Connect with Chandra - Chandra Stevens | LinkedIn We'd love to hear from you!Don't hesitate to reach out with any questions, comments, suggestions or feedback! We'd love to hear from you. Send your hosts an email at digestibledynamics@microsoft.com Discover and follow other Microsoft podcasts at microsoft.com/podcasts Hosted on Acast. See acast.com/privacy for more information.

We dive headfirst into the dynamic world of D365 with none other than Elif, a veteran consultant who has scaled her way up the ladder to a director role in a partner company. Prepare to glean useful insights and nuggets of wisdom as Elif opens the floor for a chat about her passion for D365 training and her innovative learning platform. Designed for D365 users, this platform focuses on making core team members and subject matter experts effective end users. But Elif's story doesn't end at technology. In a delightful deviation from tech talk, we wander through the lanes of her personal life - her recent house move, her love for food and travel, and her fascinating trip to Turkey. Listen as she paints a vivid picture of Turkish city life and culture, with an intriguing interlude into the history of the country and the life of Atatürk, the founder of modern-day Turkey. This episode is a charming blend of tech insights, personal tales, and riveting cultural discussions that promise an engaging experience.AgileXRM AgileXRm - The integrated BPM for Microsoft Power PlatformSupport the showIf you want to get in touch with me, you can message me here on Linkedin.Thanks for listening

The Transformation Ground Control podcast covers a number of topics important to digital and business transformation. This episode covers the following topics and interviews: 3 Tough Decisions for IT Leaders, Q&A  Lessons from Complex Digital Transformations  Comparing Oracle Cloud & Microsoft Dynamics 365  We also cover a number of other relevant topics related to digital and business transformation throughout the show. This weekly podcast series premiers live on YouTube every Wednesday at 8am New York/1pm London/9pm Hong Kong. You can also subscribe to the podcast on Apple, Google, Spotify, Pandora, or your favorite podcast platform. Register here

Artificial intelligence is transforming every aspect of our lives, from health care to education to entertainment. But as AI becomes more powerful and pervasive, it also raises new challenges and risks. How can we ensure that AI systems are fair, reliable, transparent, and accountable? How can we protect the privacy and security of people who interact with AI systems? How can we foster inclusiveness and diversity in AI development and use? These are all great questions that our Responsible AI expert, Alejandro Gutierrez Munoz, Principal Applied Science Manager at Microsoft addresses on this week's episode. Episode Topics:What is Responsible AI?Why should D365 customers care about Responsible AI?What are Responsible AI best practices customers can follow? Useful Resources:Responsible AI principles from MicrosoftOur approach to responsible AI at MicrosoftMicrosoft's framework for building AI systems responsibly - Microsoft On the Issues About Alejandro Gutierrez MunozAlejandro is a Principal Applied Science Manager in Dynamics 365's Copilot Applied AI team, where he leads a team of data scientists working on bringing AI to enterprise applications in the Dynamics 365 suite. Alejandro has been a privacy champion and most recently a lead responsible AI champion for the Business Applications and Platforms group. Alejandro has a master's degree in Artificial Intelligence from the University of South Florida with over 20 years of industry experience and a 13-year Microsoft career. At Microsoft, Alejandro has worked at multiple groups including Bing where he worked on Document Understanding, Index Quality, Adult Filtering, and Relevance teams. Prior to that, he worked for 7 years in the Insurance Industry as a business intelligence architect and software developer. Connect with Alejandro - Alejandro Gutierrez Munoz | LinkedIn We'd love to hear from you!Don't hesitate to reach out with any questions, comments, suggestions or feedback! We'd love to hear from you. Send your hosts an email at digestibledynamics@microsoft.com Discover and follow other Microsoft podcasts at microsoft.com/podcasts Hosted on Acast. See acast.com/privacy for more information.

According to a recent study by Microsoft, Copilot can help agents reduce their average handling time by up to 25%, increase their first contact resolution rate by up to 15%, and improve their customer satisfaction score by up to 10%. That's a huge impact on your bottom line and your customer loyalty. This week, our returning guest, Bill Whalen, Principal Technical Specialist at Microsoft, is going to highlight what Copilot for D365 Customer Service is and the value it brings his customers. Episode TopicsHow does Copilot for Customer Service work?What are the use cases for Copilot for Customer Service?What are the benefits of using Copilot for Customer Service? Useful ResourcesIntroducing Microsoft 365 Copilot | Microsoft 365 BlogUse Copilot features in Customer Service | Microsoft Learn About Bill WhalenBill has spent over 20 years enabling organizations to better serve their customers and employees, find immense ROI and automate processes with software and technology. Besides tech, Bill also has a wonderful wife, 4 kids, bunch of pets and enjoys playing Xbox and Guitar. Connect with Bill - Bill Whalen | LinkedIn We'd love to hear from you!Don't hesitate to reach out with any questions, comments, suggestions or feedback! We'd love to hear from you. Send your hosts an email at digestibledynamics@microsoft.com Discover and follow other Microsoft podcasts at microsoft.com/podcasts Hosted on Acast. See acast.com/privacy for more information.

Microsoft D365 and Oracle Cloud are two of the titans in the ERP marketplace. What are the pros and cons of these two large ERP vendors? That's what we discuss in this episode of the Digital Stratosphere Podcast.   DOWNLOAD MORE FREE RESOURCES BELOW: ——————————————————————      * 2023 DIGITAL TRANSFORMATION REPORT: https://www.thirdstage-consulting.com/reports/2023-digital-transformation-report/      * DIGITAL STRATEGY & IMPLEMENTATION READINESS FRAMEWORK: https://resource.thirdstage-consulting.com/digitalstrategyframework     * TOP 10 ERP SYSTEMS RANKING: https://www.thirdstage-consulting.com/top-10-erp-systems-2022-top-software-vendors/       * TOP 10 ERP SYSTEMS FOR SMALL BUSINESSES: https://www.thirdstage-consulting.com/top-erp-systems-for-small-businesses/      * TOP 10 CRM SYSTEMS: https://www.thirdstage-consulting.com/top-10-crm-systems-for-digital-transformations/      * GUIDE TO ORGANIZATIONAL CHANGE MANAGEMENT: https://resource.thirdstage-consulting.com/the-definitive-guide-to-erp-hcm-organizational-change-management     * 20 LESSONS FROM 1,000 ERP IMPLEMENTATIONS: https://www.thirdstage-consulting.com/reports/ebook-20-lessons-from-1000-erp-implementations/     * QUALITY ASSURANCE FRAMEWORK: https://www.thirdstage-consulting.com/reports/change-management-the-secret-sauce-to-erp-and-hcm-success/  ———————————————————— CONNECT WITH US: ————————————————————      * YOUTUBE: https://www.youtube.com/@thirdstageconsultinggroup8228      * LINKEDIN: https://www.linkedin.com/company/third-stage-consulting-group      * INSTAGRAM: https://www.instagram.com/thirdstageconsultinggroup/      * TIKTOK: https://www.tiktok.com/@thirdstageconsulting      * TWITTER: https://twitter.com/ThirdStageERP  CONTACT US TO BRAINSTORM IDEAS FOR YOUR DIGITAL TRANSFORMATION: info@thirdstage-consulting.com   

The focus of the Digestible Dynamics Podcast is to highlight the business value Dynamics 365 customers can realize through their investment into the Dynamics platform. However, we cannot discuss the value of the Dynamics 365 platform without talking about the One Microsoft Cloud, which encompasses Microsoft technology like Azure, Microsoft 365, Git Hub, Power Platform and Dynamics 365. The importance of the One Microsoft Cloud cannot be understated, which is why this week's guest, Bart Sneary, Principal Microsoft Technology Center Technical Architect and D365 expert is going to break down what the One Microsoft Cloud is and how it is valuable for Dynamics customers. Episode Topics:What is the Microsoft Cloud?Where do D365 and Power Platform fit within the Microsoft Cloud?Why should D365 and Power Platform customers care about the entire Microsoft Cloud? Useful Resources:Integrated Cloud Platform for Cloud Solutions | Microsoft CloudCloud Computing Services | Microsoft Azure About Bart SnearyBart Sneary is a dynamic and creative problem solver with decades of experience. He has the ambition to make any organization more efficient and effective. His experience is centered in the technology sector, particularly CRM solutions, but thrives on learning daily. He prides himself on being a clear communicator who works well in a team environment. Bart is currently a Principal Microsoft Technology Center Technical Architect that focuses on helping customers learn about the various ways they can leverage the Dynamics 365 technology and Power Platform. Connect with Bart here - Bart Sneary | LinkedIn We'd love to hear from you!Don't hesitate to reach out with any questions, comments, suggestions or feedback! We'd love to hear from you. Send your hosts an email at digestibledynamics@microsoft.com Discover and follow other Microsoft podcasts at microsoft.com/podcasts Hosted on Acast. See acast.com/privacy for more information.

The Wholesale Distribution market in the US is a multi-billion-dollar market. These are companies that buy products from manufacturers and suppliers in vast quantities and then sell them at wholesale prices to customers, usually other businesses. Because the Wholesale Distribution business is primarily B2B, it's a prime use case for Business Applications, like the Dynamics 365 platform, and today our Wholesale Distribution Industry specialist and D365 expert, Lee House with Sikich, explains the value Wholesale Distributors are realizing with a connected platform. Episode Topics:How has implementing Dynamics 365 in your wholesale distribution business transformed your operational efficiency and decision-making processes?Can you share specific examples of how Dynamics 365 has helped you to better manage your supply chain, inventory, and relationships with retailers?Dynamics 365 offers a range of AI-driven insights and recommendations. How have these features impacted your forecasting and demand planning within the wholesale distribution space?How has Dynamics 365's integration with other Microsoft products, such as Power BI or Azure, contributed to the overall success and growth of your wholesale distribution business in the retail sector? Useful Resources:Technology | Accounting Tax and Audit | Advisory | SikichDynamics 365 Industry Solutions documentation | Microsoft LearnMicrosoft Industry Solutions | Powering your digital transformation About Lee HouseLee House is a Partner with Sikich LLP. He has more than 30 years of experience working with business applications (including ERP, CRM and Warehouse Management). Industries where he has worked the most include Distribution, Manufacturing and General Service. He specializes in business evaluations, software selections, business implementations, change management, business process assessment services and digital transformation planning & execution. Lee has been directly involved with Microsoft Dynamics since 2001. Connect with Lee - Lee House | LinkedIn We'd love to hear from you!Don't hesitate to reach out with any questions, comments, suggestions or feedback! We'd love to hear from you. Send your hosts an email at digestibledynamics@microsoft.com Discover and follow other Microsoft podcasts at microsoft.com/podcasts Hosted on Acast. See acast.com/privacy for more information.

On March 6, 2023 Microsoft made a huge announcement for Dynamics 365 users and introduced an interactive, AI-powered assistant called Copilot. The goal of Copilot is to help users across business functions such as sales, service, marketing, and supply chain. This week's guest, Ted Way, Principal Program Manager for Business Applications Applied AI Team. Episode TopicsWhat is D365 Copilot?ChatGPT is amazing. Why can't you just connect a CRM or ERP to it?How will Copilot impact D365 CustomersWhat if the CRM or ERP I'm using isn't using LLMs?What are other AI-powered features in D365?Can you share a customer success of D365 customers utilizing AI? Useful ResourcesIntroducing Microsoft Dynamics 365 Copilot - Microsoft Dynamics 365 BlogIntroducing Microsoft 365 Copilot – your copilot for work - The Official Microsoft Blog About Ted WayTed Way, PhD, is a principal PM lead on the Microsoft Business Applications Applied AI team. He is passionate about building AI copilots that help empower people and organizations to achieve more, such as creating flows in Power Automate with natural language. He received BS degrees in electrical engineering and computer engineering, MS degrees in electrical engineering and biomedical engineering, and a PhD in biomedical engineering from the University of Michigan – Ann Arbor. His PhD dissertation was on "spell check for radiologists," a computer-aided diagnosis (CAD) system that uses image processing and machine learning to predict lung cancer malignancy on chest CT scans. Connect with Ted - Ted Way | LinkedInWe'd love to hear from you: Don't hesitate to reach out with any questions, comments, suggestions or feedback! We'd love to hear from you. Send your hosts an email at digestibledynamics@microsoft.com Discover and follow other Microsoft podcasts at microsoft.com/podcasts Hosted on Acast. See acast.com/privacy for more information.

Artificial Intelligence (AI) seems to be all the rage these days. It's the newest shiny object in tech, and for good reason. There are so many beneficial use cases that will empower every person and every organization to achieve more. But AI is more than just a buzzword, it's a complex piece of technology that has multiple facets to it. Today's guest, Dr. Walter Sun, the Vice President of Copilot AI, Business Applications & Platform group, breaks down what we need to know about generative AI and large language models, especially in the context of Dynamics 365. Episode Topics:Can you help our listeners understand what large language models are and how they're valuable to us?How do you use large language models in business applications, and why should Dynamics 365 customers care about it?What is Copilot for D365?Can you please share some customer success stories around Generative AI and D365?What's next for the future of AI? Useful ResourcesHow we can use GPT-4 to continually improve AI models in Dynamics 365 and Power Platform - Microsoft Dynamics 365 Blog2023 release wave 1 for Dynamics 365 and Power Platform - Microsoft Dynamics 365 BlogMicrosoft AI-assisted bracket exceeds 99.9997% of others in basketball tournament - Microsoft Dynamics 365 Blog About Walter SunDr. Walter Sun is the Vice President of Copilot AI, Business Applications & Platform group at Microsoft. He leads a team of engineers and scientists who are developing innovative AI solutions for various business domains. He has a Bachelor's degree from Georgia Tech and a Master's of Science and Ph.D. in Electrical Engineering. He has over 20 years of experience in the tech industry, working as a quant at Blackrock Financial Management, a senior codec engineer/scientist at Apple Computer, and a staff DSP engineer at 2Wire before joining Microsoft in 2005. At Microsoft, he has worked on Windows codecs, Bing multimedia search, web search, web ranking, and Bing Predicts, which he started and led for several years. He also worked on Market Insights and Applied AI in the Business Applications group. He is an avid sports fan and enjoys applying sports analytics to predict outcomes and trends. He is an Advisory Board member at Georgia Tech and has been an adjunct faculty at Seattle University and an affiliate faculty at University of Washington. Connect with Walter here - Walter Sun | LinkedIn Editor's note: Walter joined Microsoft in 2005. We misspoke on during his audio bio/introduction and said "2003". We'd love to hear from you: Don't hesitate to reach out with any questions, comments, suggestions or feedback! We'd love to hear from you. Send your hosts an email at digestibledynamics@microsoft.com Discover and follow other Microsoft podcasts at microsoft.com/podcasts Hosted on Acast. See acast.com/privacy for more information.

The Dynamics 365 platform is part of the Microsoft Cloud, and at the foundation of the Microsoft Cloud is Azure. While Azure has many cloud computing services that empower organizations to utilize cloud technology, today we'll be focusing on Azure Communication Services. More specifically, our returning guest, Principal Technical Specialist, Jean-Paul Mehanna, highlights the value Azure Communication Services provides Dynamics 365 customers. Episode Topics What are Azure Communication Services?How are D365 users utilizing ACS?Is there any AI being infused into ACS + D365?Please share a customer success story of ACS and D365. Useful ResourcesAzure Communication Services documentation | Microsoft LearnVoice channel powered by Azure Communication Services - Dynamics 365 Release Plan | Microsoft LearnConnect to Azure Communication Services | Microsoft Learn About Jean-PaulJean-Paul Mehanna is a Manufacturing Principal Dynamics technical specialist based in Boston.He has been with the Microsoft Dynamics Team for the last 6 years and has covered Sales, Marketing, Customer & Field Service. He's well known in the Dynamics community for his work around OmniChannel and Sales Insights and is our guest today on the Digestible Dynamics Podcast to help us understand the value Azure Communication Services brings do Dynamics 365 customers. Connect with Jean-Paul here - Jean-Paul Mehanna | LinkedIn We'd love to hear from you: Don't hesitate to reach out with any questions, comments, suggestions or feedback! We'd love to hear from you. Send your hosts an email at digestibledynamics@microsoft.com Discover and follow other Microsoft podcasts at microsoft.com/podcasts Hosted on Acast. See acast.com/privacy for more information.

Technology is a tool that helps us be better. It helps us gather greater insights into our business, it helps us collaborate across departments and most of all, it helps us become more productive. With the Dynamics 365 platform, there are so many ways that users can leverage the technology to amplify their productivity. In this episode, KJ and Kevin talk about 3 of their favorite ways that Dynamics helps their customers be more productive. Episode Topics:3 Ways Dynamics 365 Boosts ProductivityAutomationPowerBIDataverse Useful ResourcesThe Digestible Dynamics - Dive Into the DataverseGet Started with Power AutomateWhat is Power BI? - Power BI | Microsoft LearnWhat is Microsoft Dataverse? - Power Apps | Microsoft Learn We'd love to hear from you: Don't hesitate to reach out with any questions, comments, suggestions or feedback! We'd love to hear from you. Send your hosts an email at digestibledynamics@microsoft.com Discover and follow other Microsoft podcasts at microsoft.com/podcasts Hosted on Acast. See acast.com/privacy for more information.

Data security is a vital aspect of any business that uses cloud-based applications and services. Data security refers to the protection of data from unauthorized access, use, modification, or disclosure. Dynamics 365 is a suite of cloud-based applications and services that help businesses manage their operations, customers, finances, and more. Dynamics 365 provides various features and measures to ensure data security for its customers like Role-based security, Encryption, and more. This week, we're interviewing Kylie Kiser, a D365 Security expert and Microsoft Business Applications MVP! Episode TopicsWhat are the common security challenges companies face with D365?What are some D365 security best practices that you recommend companies follow?What are some of the most common mistakes customers make when implementing security with AI in D365?How are you seeing AI make a difference in companies today? Useful ResourcesKylieKiser.comDynamics 365 Data Security About Kyle KiserKylie Kiser is a Power Platform enthusiast who has been working with Microsoft technologies for over 10 years. She is passionate about the community and shows this through blogging, presenting, and hosting events. She leads a thriving user group based in Washington, DC. Kylie is also a four-time Microsoft Business Applications MVP!Connect with Kylie - Kylie Kiser | LinkedInWe'd love to hear from you: Don't hesitate to reach out with any questions, comments, suggestions or feedback! We'd love to hear from you. Send your hosts an email at digestibledynamics@microsoft.com Discover and follow other Microsoft podcasts at microsoft.com/podcasts Hosted on Acast. See acast.com/privacy for more information.

It's one thing to invest into the D365 platform. We may be biased, but it is a no-brainer. It's another thing to get all of your users to adopt the technology. A lack of user adoption can come from a variety of reasons. Some users may find the technology confusing or cumbersome. Others may prefer to keep doing things manually. Whatever the case may be, user adoption is a common issue across all organizations in various industries across all sizes. This week we have Asif Rehmani with VisualSP, to talk about how companies can improve user adoption. Episode Topics:What are the factors that affect user adoption with D365?What are companies doing wrong with their user adoption initiatives?What are companies doing correctly with their user adoption strategies?Please provide a use case/customer success story for how VisualSP has helped a customer improve their user adoption and decrease their support ticket requests. Useful ResourcesVisualSPDynamics 365 DocumentationLearn about Dynamics 365 About Asif RehmaniAsif is the founder and CEO of VisualSP (https://www.visualsp.com). VisualSP is the creator of a Microsoft centric Digital Adoption Platform (DAP) that is being used by more than 200 organizations around the world to increase user adoption while reducing the end user support burden. Asif has been a Microsoft MVP for 16 years as of 2023. He is hyper focused on helping organizations with their digital adoption and digital transformation efforts. Asif has been training, consulting and mentoring on technologies for more than two decades and has authored several books over the years for Wiley publications. Asif has also been a speaker at conferences since 2006 on numerous topics. He resides in United States, but has performed speaking engagements in several places around the world such as Germany, Netherlands, New Zealand, UK, Sweden, Ireland, Canada and more. Connect with Asif Rehmani here – Asif Rehmani | LinkedIn We'd love to hear from you: Don't hesitate to reach out with any questions, comments, suggestions or feedback! We'd love to hear from you. Send your hosts an email at digestibledynamics@microsoft.com Discover and follow other Microsoft podcasts at microsoft.com/podcasts Hosted on Acast. See acast.com/privacy for more information.

Microsoft MVPs are a group of highly experienced and influential technical experts that provide guidance and support to the Microsoft community. They are recognized by Microsoft as a valuable resource for their knowledge, expertise, and passion for technology. MVPs have the opportunity to connect with other members of the community, share their knowledge, and collaborate on projects. In this episode, we speak with Dian Taylor, aka the “D365 Goddess, a 3-time Microsoft MVP who is as passionate about the Dynamics 365 platform technology as we are. Episode Topics Who is the D365 Goddess? What do you enjoy most about D365? What do you enjoy the least? Where are your customers finding the most success? What are you most excited about with D365? Useful Resources D365 Goddess RSM D365 Release Wave 2022 Dian Taylor is a Microsoft Business Applications MVP and Director who specializes in D365 Customer Engagement technology and processes at RSM in Florida. In her role as a D365 Presales Engineer, she designs custom D365 demonstrations for prospects. Dian has been working with Dynamics 365 CE since 2011. Her prior experience in solution designing, implementing, configuring, and customizing several complex scenarios in various industry sectors has helped her build relevant customer demos. Connect with Dian Taylor here – Dian Taylor | LinkedIn We'd love to hear from you: Don't hesitate to reach out with any questions, comments, suggestions or feedback! We'd love to hear from you. Send your hosts an email at digestibledynamics@microsoft.com Discover and follow other Microsoft podcasts at microsoft.com/podcasts Hosted on Acast. See acast.com/privacy for more information.