Podcasts about dynamics365

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Best podcasts about dynamics365

Latest podcast episodes about dynamics365

Cloud Wars Live with Bob Evans
AI Agent & Copilot Podcast: HSO's Kelly Holwagner on the Rapid Impact of AI on Organizational Transformation

Cloud Wars Live with Bob Evans

Play Episode Listen Later Oct 14, 2025 27:56


Company background: "HSO is the second largest Microsoft partner in the globe," Holwagner reports. It focuses on industries including professional services, manufacturing, finance, and the public sector. HSO continues to grow not only with its traditional ERP services but also around cloud and AI services. "The mission here is really to improve our clients' business performance with the results of Microsoft solutions."AI's market impact: "It's definitely a transformation happening faster than anything I've seen before," Holwagner says. While there's already been significant advancements with AI, it's still only the beginning of what has yet to be built out and understood. He breaks down AI across four different roles:At the top level, boards and owners are pushing for areas of efficiency to stay competitive, reimagining the business model using AI.The next level is the CTO or an IT manager; they have efficiency demands, but they're also primarily thinking about how to contain information and data in a security model.The business leaders or department heads are being tasked to think about efficiency using AI but they're mostly busy keeping their engine going. They need tools that show them where to get ROI.The last level is HR, which might be considering where AI is filling in for various jobs.Perspectives for applying AI: HSO looks from a responsibility perspective in three different areas. First, it aims to educate customers on what's possible while also focusing on what's doable. Second is protection, which involves having control over your domain information. The third area is thinking about use cases for specific AI components.Organizational transformation: With the introduction of AI, there's a transformation happening across organizations in a variety of industries. AI has been thought of as a technical element when it needs to be included in functional conversation, especially for consulting businesses, Holwagner notes. Leaders and managers must understand the concepts of weaving in AI to give it value. AI transformation will likely lead to a "healthy reduction in certain areas" in the workforce, but "the transformation of what people are going to do in the organization is going to change." It will be more business logic transformation consulting and fewer hands-on the keyboard-related tasks, Holwagner shares.Summit NA: HSO will be attending Community Summit North America. You can connect with HSO at booth #209. The HSO team will be presenting several sessions throughout the event as well, including:The Latest D365 AI Agents and Features to Automate Your Supply Chain on Monday, October 20thDelivering a Scalable, Secure Data & AI Platform on Monday, October 20th3 Hidden Risks of AI in the Enterprise—and How to Manage Them Responsibly on Tuesday, October 21stSolving Customer Master Data Challenges for a 360° View in Dynamics 365 CE (CRM) and F/SCM (FO) on Wednesday, October 22nd Visit Cloud Wars for more.

Tecman Talks Dynamics
S5 Ep12: Microsoft Dynamics 365 CRM 2025 Wave 2 Release Plan

Tecman Talks Dynamics

Play Episode Listen Later Sep 10, 2025 40:35


Get ready for the Microsoft Dynamics 365 CRM 2025 Wave 2 release this October! Packed with new features in Sales, Events, Marketing, and the Power Platform, this update promises to enhance user experience with an innovative event hosting solution, Copilot-powered natural language searches and much more. Streamline your sales, boost your marketing, and revolutionise event management with this exciting release. Hosted on Acast. See acast.com/privacy for more information.

The MSDW Podcast
AP automation success from the Dynamics 365 F&SCM customer and partner perspective

The MSDW Podcast

Play Episode Listen Later Aug 25, 2025 26:21


This episode is sponsored by SignUp Software.   The experience of deploying and managing a Dynamics 365 F&SCM solution can look quite different for the customer compared to their Microsoft partner. But as these two counterparts on an ERP project make decisions to move a project forward, they must contend with a series of key decisions related to ISV solutions including vendor selection, architecture decisions, and user adoption plans.   To understand more about ISV selection challenges specific to AP automation for D365 F&SCM, our guests, Rachel Ackerman of Microsoft partner Caf2Code and Josh Torres of SignUp Software join us to talk both real world experiences and recommendations for organizations considering their next move.   Ackerman brings a particularly unique perspective, having spent several years working for D365 F&SCM and AX customer organizations to deploy and administer their ERP solutions, including their AP automation add-on solutions. Now working for a Microsoft partner, she is helping a range of D365 customers across industries with both their D365 deployments and their ISV selection.   Rachel and Josh discuss what real AP automation selection and deployment looks like including considerations like whether to go with an embedded solution, the importance of reliable and accurate data capture for invoices, and the outcomes customers should expect from their AP automation investments.   More from Signup Software: If you'd like to learn more about AP automation in Dynamics 365, visit signupsoftware.com or connect with them on LinkedIn. You can also reach out to their partner Caf2code at caf2code.com for implementation insights and support.

Tecman Talks Dynamics
S5 Ep11: Microsoft Dynamics 365 Business Central 2025 Wave 2 Release Plan

Tecman Talks Dynamics

Play Episode Listen Later Aug 22, 2025 49:20


What's new for Business Central 2025? Microsoft's wave 2 release focuses heavily on all things AI, Copilot and Agents, we discuss their development and roll out into Business Central and what to expect as they enter general availability. The latest Microsoft Dynamics 365 Business Central release plan also includes more financial management updates, improving usability and reporting, as well as supply chain improvements and a new quality app allowing for more flexible checking. The start of autumn will also see the first Business Central price increase in almost 10 years, so maybe now is the time to consider license purchases to lock in current pricing? *Information Update NoticeWe mention that it has been 10 years since the last Microsoft Business Central Price increase. For your information, please note that the correct period is 5 years. Hosted on Acast. See acast.com/privacy for more information.

The MSDW Podcast
How SignUp and SKsoft are Reimagining Finance in Microsoft Dynamics 365 Business Central

The MSDW Podcast

Play Episode Listen Later Aug 8, 2025 28:36


This episode is sponsored by SignUp Software. On this episode we are discussing the opportunity to solve sophisticated finance challenges with Microsoft Dynamics 365 Business Central. My guests are Bob Monio of SignUp Software and Morgan Prengler of Sksoft. Their organizations have partnered for years, and they say the newest phase of their alliance will lead to new and improved solutions and programs to address the needs of finance teams in areas like AP, payments, reconciliation, and reporting. Bob and Morgan both share use cases from recent customers and some of the emerging patterns that they have observed in the last twelve months around advanced financial solutions and modernization initiatives. They also explain why they are using the strategic narrative of the CFO stack and the value of bringing audit, spending, and control under one roof. More Resources: •        To learn more about embedded solutions for D365 BC, visit signupsoftware.com •        To learn more about SKsoft's toolbox, visit sksoft.com

Cloud Wars Live with Bob Evans
SignUp Software Insights on Optimizing Dynamics 365 With ISV Partnerships

Cloud Wars Live with Bob Evans

Play Episode Listen Later Jul 1, 2025 19:39


In this episode of the Office of the CFO Podcast, John Siefert hosts Rob Ashe, VP of North America, SignUp Software, and Blaine Grzegorek, Senior Solution Architect, Sikich, for a conversation on the benefits of partnering with ISVs, top considerations when selecting an ISV, and the impact of AI agents.Key Takeaways:  Risks of building your own solutions: One major risk that's becoming more prominent is having the expertise in-house to build custom solutions. Another hurdle is the upfront costs compared to subscription costs associated with many ISVs. Oftentimes, Ashe notes, "You have to spend a lot of capital on new tools...to make this new solution or change a process." Grzegorek suggests a third challenge which is meeting compelx needs. Oftentimes, industry expertise is also required, as you may be able to build the technology but might not be ready to translate the business needs to the ERP.Benefits of partnering with an ISV: A big reason organizations turn to ISVs is that they develop purpose-built solutions to address multiple different situations and multiple industries. "That's what I've found clients like about it, there might be a core functionality out of the box but it doesn't really handle every scenario," Grzegorek says. Working with ISVs provides expertise in various industries to consult with to address specific issues and needs.Considerations: Because ISVs work on these types of projects regularly, they are aware of more elements to take into consideration. For instance, Ashe describes how ISVs look at the landscape within Dynamics 365. It's important to consider how the solution will integrate with existing systems, how it will impact security, where data is being sourced from, and more.Selecting an ISV: When selecting an ISV, there are some qualities you should look for to ensure unexpected situations are taken care of. "The documentation they have, that speaks a lot to what they're able to contribute on an ongoing basis," Grzegorek says. Clients are looking for partnership, and working with an ISV is a partnership. You want to be confident that you can reach out to your ISV and get answers right away. "It's hard to see that before you actually start that partnership, so I go to that documentation of what the solution has, what it solves, and if that stuff is detailed...that is a huge indicator." Initial interactions with them are also a good sign of this.Multiple ISV solutions from a single vendor: It's always beneficial to have an ISV that can provide multiple solutions in different areas. One thing to look out for, Grzegorek highlights, is to make sure that the ISV has good alignment internally. Integration time is also a major focus, considering whether you have to integrate or if it's embedded in the system.AI agents and Microsoft Dynamics 365: While the solutions themselves are very powerful, AI agents can add a new level of efficiency. Ashe shares an example of how individuals are now running teams of agents to automate various functions. There are agents fulfilling individual functions within Dynamics 365 that customers are already using, so SignUp Software is like an extension of the platform and the workload. "We feel like we have a really strong value proposition to bring back to Microsoft to leverage the strength and the roadmap of the platform, but then also have immediately valuable solutions that they can take advantage of now," Ashe says.This episode is sponsored by SignUp Software. Visit Cloud Wars for more.

The MSDW Podcast
A Dynamics 365 F&O security, audit, and compliance update with Alex Meyer

The MSDW Podcast

Play Episode Listen Later Jun 16, 2025 22:33


This episode is sponsored by Delinea. Security and compliance concepts related to Dynamics 365 Finance and Supply Chain Management are constantly evolving, and our guest, Delinea principal software development engineer Alex Meyer, continue to work to help the community make sense of their options. Alex, a Microsoft MVP, recently presented a new webcast to the MSDW audience on native controls in D365 applications, and he joins the podcast to provide more perspective on the gaps that still exist. Auditors have become more familiar with D365 F&O solutions, Alex explains, and that means they know where to look for verification of segretation of duties. We also discuss another hot topic right now, D365 licensing and the new policies Microsoft is trying to finalize related to technical enforcement for users. Alex shares his experiences and observations thus far, including the latest known delays to Microsoft's implementation of this plan. More from Delinea: For all the latest expertise on D365 F&SCM security and compliance, as well as information on the Fastpath suite of solutions from Delinea, check out their page on MSDW: https://msdynamicsworld.com/vendor/fastpath-now-part-delinea

The MSDW Podcast
What Dynamics 365 Business Central Users Need to Know about Embedded vs External AP Automation

The MSDW Podcast

Play Episode Listen Later May 26, 2025 29:06


This episode is sponsored by SignUp Software. For Dynamics 365 Business Central users, the decision between embedded and external accounts payable (AP) automation solutions can have a lasting impact on the organization. To understand the topic further, we spoke with Rob Ashe, Vice President of North America at SignUp Software, and David Huether, Chief Commercial Officer at NEXT 365 for North America, about their organizations' experiences partnering on Business Central projects and what they are learning from finance leaders implementing AP automation solutions. BC customers want to invest in AP automation that delivers both greater efficiency and better operating conditions like improved security, integration, and consistency for user experiences. The partnership between SignUp Software and Next365 is providing unique results in areas like process assessment and optimization, executive-level advisory scenarios, and implementation acceleration. For example, David shared a case study from the energy sector where Next365 helped a client replace an outdated industry-standard system with SignUp's ExFlow, achieving a lower total cost of ownership while improving functionality and reducing vendor lock-in. Our guests also discuss some of the key market drivers that will propel their partnership forward, specifically around the needs of CFOs building more complex and constrained organizations. They also offer BC users some ideas for the future around financial performance and how to start making measurable steps forward in modernizing AP. More from SignUp Software: To learn more about ExFlow, the only fully embedded AP automation solution for D365 Finance & Supply Chain Management, visit signupsoftware.com. To learn more about their partner Next365, visit next365group.com/

The MSDW Podcast
Live at DynamicsCon 2025 with Dynamics 365 F&O experts

The MSDW Podcast

Play Episode Listen Later May 16, 2025 8:58


MSDW was a media sponsor of this week's DynamicsCon 2025 event, live in Chicago. In our travels, we met up with some Dynamics 365 Finance and Supply Chain Management experts to get their perspective on Microsoft announcements, customer feedback, and other plans.  In this episode, we hear from Microsoft MVP Alicia King (Keener) of RSM, James Cook, director with enVista, and Joe Christensen, founder of Aqueducts Consulting. All three work with Dynamics 365 F&O solutions, and we talked about new features, how customers are learning about Microsoft's AI offerings like pre-built agents and Azure AI Foundry, and some of the pressing needs for F&O customers related to licensing.

Dynamics Update
Interview - Johanne Sognefest-Haaland - Analytics for Dynamics 365

Dynamics Update

Play Episode Listen Later May 16, 2025 34:08


In this episode, Johan and Gustav welcome Johanna, Head of AI and Analytics at Itera in Bergen, for an insightful discussion on Microsoft Fabric and the evolving world of data platforms. Johanna shares her expertise on how Microsoft Fabric represents a significant shift in data architecture by unifying multiple tools (Power BI, Synapse, Azure Data Factory) into a single platform. The conversation explores how this integration is democratizing data access, allowing business users rather than just IT specialists to work with enterprise data. The trio discusses the technical evolution from traditional SQL databases to modern Delta Lakes environments, noting that while the engineering aspects have become simpler, proper data governance remains essential. Johanna introduces the concept of "Full Stack Fabric Developers" who can now work across the entire data pipeline thanks to the platform's accessibility. They also touch on practical considerations when working with Dynamics 365 data through Fabric Link, addressing common questions about data refresh rates and the realities of near-real-time analytics in business environments. Gustav and Johan

Talk Microsoft 365
C-freie Zone: Teams, Dynamics 365 & Whiteboard-News

Talk Microsoft 365

Play Episode Listen Later May 14, 2025 52:59 Transcription Available


The Digestible Dynamics Podcast
Streamlining Microsoft Support with Dynamics 365 and Copilot

The Digestible Dynamics Podcast

Play Episode Listen Later Apr 16, 2025 31:00


In this conversation, Steve Kerr from the Microsoft Showcase team discusses the evolution of customer support at Microsoft, focusing on the transition to Dynamics and the integration of AI tools like Copilot. He highlights the challenges and successes of unifying support systems, improving knowledge management, and enhancing customer interactions through innovative technology. The discussion also touches on future developments in customer support and offers advice for organizations looking to implement AI solutions effectively. About Our GuestSteve Kerr is a Senior Technical Support Engineering Manager at Microsoft. Steve is known for his energetic personality and passion for technology. Steve has a background in customer service and support, having worked on various projects and initiatives at Microsoft. Steve's ambition is to become the first Steve Kerr that shows up in Bing search results. Hosted on Acast. See acast.com/privacy for more information.

The MSDW Podcast
Mekorma's evolution in the Dynamics 365 Business Central channel

The MSDW Podcast

Play Episode Listen Later Mar 6, 2025 22:17


This episode is sponsored by Mekorma. On this episode, Brendan Coffey, Director of Revenue at Mekorma, dives into the company's evolution within the Microsoft Dynamics 365 Business Central ecosystem and discusses how businesses are modernizing their accounts payable (AP) processes.  The company's years of experience working with on-premises ERP technology and with the technical aspects of ERP migration give them unique insights into the growing adoption of Business Central, Brendan explains. But modernization and migration initiatives are not without their challenges, and we discuss trends and guidance for organizations planning for their ERP future. Brendan also provides an update on Mekorma's v1.0 product launch for Business Central. He tells us what makes their solution unique, shares customer stories, and explains the company's approach to partnering in the BC ecosystem. More from Mekorma: Schedule a discovery call with a Mekorma expert today to discover how we can optimize your Accounts Payable process, tailor solutions to your unique business needs, and help you overcome current challenges. (https://mekorma.com/linked-webpages/book-an-ap-automation-software-demo)

The Digestible Dynamics Podcast
Data Strategy for Dynamics 365 + AI

The Digestible Dynamics Podcast

Play Episode Listen Later Feb 25, 2025 21:10


In this episode, hosts Kayla Rohde and Bill Whalen are joined by Trey Johnson, Data Analytics Solution Specialist, and Daryl Moll, Data Engineering Director at Velosio, to delve into the intricacies of preparing data for AI adoption. The discussion covers best practices for ensuring data quality, security, and effective planning, while sharing success stories from various business sectors. The guests also explore the future potential of AI in enhancing business processes and decision-making, addressing challenges such as data integration and governance. Tune in to gain valuable insights from experts who are at the forefront of data and analytics solutions. About Our GuestsTrey Johnson is a published author, speaker, and consultant with over 30 years of experience in business intelligence, data management, and analytics. As a Data Analytics Solution Specialist at Velosio, Trey leads the practical application of Microsoft Fabric and Power Platform, collaborating with internal teams and clients to deliver innovative solutions that drive data-driven insights and optimize business outcomes. His expertise spans operational leadership, team building, and leveraging Microsoft technologies to help organizations achieve their goals.Daryl Moll is a seasoned technology leader with over 25 years of experience in IT, cloud architecture, and data solutions. As the Data Engineering Director at Velosio, Daryl specializes in generative AI, Microsoft SQL, Dynamics ERP and CRM, Power Platform, and Microsoft 365. With a deep understanding of public and private cloud technologies, virtualization, and Microsoft's server platforms, Daryl drives innovative solutions that optimize business operations and deliver exceptional results for clients. About VelosioVelosio is a leading cloud applications services partner, specializing in helping companies modernize applications, simplify operations, and leverage data for better decision-making. With over 30 years of experience, Velosio offers a comprehensive range of solutions, including ERP, CRM, data analytics, AI, and automation. Their team of 450 business professionals and industry experts is dedicated to empowering clients to achieve their most ambitious goals through innovative technology and proven methodologies Explore More from Velosio: Learn more about Velosio on their website: https://www.velosio.com/ Unlock the power of data-driven insights and elevate your business's profitability and growth by downloading Velosio's expert guide, Leading with Purpose found here: https://www.velosio.com/go/data-driven-insights-for-business-leaders/?utm_medium=syndication&utm_source=digestible-dynamics-podcast Hosted on Acast. See acast.com/privacy for more information.

Tecman Talks Dynamics
S5 Ep4: The Key Benefits of Dynamics 365 Business Central Cloud Managed Service

Tecman Talks Dynamics

Play Episode Listen Later Feb 18, 2025 32:35


In today's fast-paced business world, staying up-to-date with the latest software updates can be a daunting task. That's where Tecman's Dynamics 365 Business Central Cloud Managed Service comes in, offering a seamless solution to manage your updates without the hassle. Imagine having a dedicated team that schedules updates at the most convenient times for your business, identifies potential upgrade issues before they arise, and tests everything in a sandbox environment to ensure smooth implementation. This is exactly what Tecman Cloud Control provides. By leveraging their expertise and involvement in Microsoft community channels, Tecman ensures that your updates are not only timely but also trouble-free. Say goodbye to unexpected disruptions and compatibility issues, and hello to a more efficient and reliable system. With Tecman Cloud Control, you can focus on what you do best, while they take care of the rest. Hosted on Acast. See acast.com/privacy for more information.

Tecman Talks Dynamics
S5 Ep3: Microsoft Dynamics 365 CRM 2025 Wave 1 Release Plan

Tecman Talks Dynamics

Play Episode Listen Later Feb 14, 2025 43:26


In this episode we go through the latest wave 1 release plan of Microsoft Dynamics 365 CRM. This release includes a whole host of exciting Agent related features; boost your qualified sales pipeline, update your service knowledge base and optimise operation schedules to just name a few. There's something for everyone in this release (not just Agents!)! Tune in today. Hosted on Acast. See acast.com/privacy for more information.

Tecman Talks Dynamics
S5 Ep2: Microsoft Dynamics 365 Business Central Wave 1 Release Plan

Tecman Talks Dynamics

Play Episode Listen Later Jan 28, 2025 40:37


The Microsoft Dynamics 365 Business Central 2025 Wave 1 Release Plan is here. With lots of new features, we update on the new functionality and changes that are going to have a positive impact on your business operations.Copilot is a main feature this spring. Microsoft's AI tool will now allow you to summarise outstanding tasks in Business Central, its chat feature is also becoming more knowledgeable in add-on apps and it will work with you to enhance purchase order line matching, saving your time and money.New features also include Power BI reports now being available with subscription billing, progress in Sales Order Agents, further enhancement with Shopify integration, the ability to preview sandbox environments and a whole range of improved usage features. Listen now to hear more! Hosted on Acast. See acast.com/privacy for more information.

Tecman Talks Dynamics
S5 Ep1: Dynamics 365 CRM storage. Don't let ‘boring' cost you a fortune!

Tecman Talks Dynamics

Play Episode Listen Later Jan 22, 2025 51:45


Discover how you can make the most of your Microsoft Dynamics 365 CRM out of the box storage allowance. We talk through the three types of storage offered by Microsoft; how much you get and give our hints and tips of how best to utilise the space. Don't just purchase more when you get close to capacity, make the storage you do have stretch, listen to this episode as it may stop from splurging when you don't need to. Hosted on Acast. See acast.com/privacy for more information.

WBSRocks: Business Growth with ERP and Digital Transformation
WBSP668: Grow Your Business by Understanding MS Dynamics 365 CRM/CE's Capabilities, an Objective Panel Discussion

WBSRocks: Business Growth with ERP and Digital Transformation

Play Episode Listen Later Jan 15, 2025 59:02


Send us a textThe line between ERP and CRM systems can be difficult to define, as ERP vendors often claim to offer CRM solutions, while CRM vendors argue that ERP systems are outdated. The fundamental difference lies in their data models and database structures, with ERP systems focusing on enterprise-wide resource management and CRM systems dedicated to customer relationship management. Microsoft takes a distinctive approach by connecting all of its apps through a common data model across various categories, blending the advantages of both best-of-breed and connected applications. Additionally, there is a subtle distinction between marketing automation systems and Customer Data Platforms (CDPs). While marketing automation tools can connect multiple channels, they lack the advanced capabilities of CDPs, such as integrating diverse data sources, matching datasets based on multiple criteria, and providing precise insights to users. With these factors in mind, how does Microsoft Dynamics 365 CRM stack up against other CRM suites in the market?In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of MS Dynamics 365 CRM/CE's capabilities. We covered many grounds, including where MS Dynamics 365 CRM/CE might be a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand the core strengths and weaknesses of MS Dynamics 365 CRM/CE.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

The Directions on Microsoft Briefing
Microsoft Picks Up the Premium Pace With Dynamics 365

The Directions on Microsoft Briefing

Play Episode Listen Later Jan 15, 2025 24:00


Microsoft is making more and more Dynamics 365 features available exclusively as part of pricey premium subscriptions. Directions analyst Andrew Snodgrass and Mary Jo Foley talk through the implications of this shift for customers both now and in the longer term.

Tecman Talks Dynamics
S4 Ep14: Microsoft Dynamics 365 Business Central 2024 Highlights & What to Expect for 2025

Tecman Talks Dynamics

Play Episode Listen Later Dec 19, 2024 36:28


We look back over the last 12 months, discussing the notable updates to Business Central and look forward at what's to come for 2025. We discuss the exciting developments within Business Central over the last 12 months, noting the exciting changes and improvements, that are helping manufacturers and distributors improve efficiency and performance. We talk about the increasing number of businesses moving onto SaaS, its increased reliability and how it is becoming even easier for users to work across multiple locations. And of course, a 2024 review wouldn't be complete without Copilot. We discuss the introduction of autonomous agents and how this revolutionary tool is going to be taking 2025 by storm. Hosted on Acast. See acast.com/privacy for more information.

The MSDW Podcast
Deploying better Dynamics 365 F&O solutions, with Karolis Aleknavičius of ERP Mechanics

The MSDW Podcast

Play Episode Listen Later Dec 15, 2024 19:41


This episode is sponsored by ERP Mechanics.   ERP projects don't always go as planned. Project delays, technical issues, and user adoption challenges can all create serious risks to an organization.  Our guest on today's episode, Karolis Aleknavičius of ERP Mechanics, tells us how his firm has become a specialist in helping organizations to navigate their way to success after a Dynamics 365 project has experienced a setback.   As a specialist in Dynamics 365 Finance and Supply Chain Management and an ERP veteran, Karolis has seen projects at every scale and every phase. He shares both his personal history as a Dynamics AX and D365 F&SCM professional and his work since 2017 as the CEO of ERP Mechanics, where his team focuses on Dynamics 365 F&SCM implementations and rescuing troubled ERP projects. Karolis also explains why his team has developed a specialization in deploying document automation solutions with Lasernet by Formpipe. He explains how the capabilities of that platform align with the needs of many Dynamics 365 F&SCM customers.   More from ERP Mechanics: Whether it's a new or existing project, ERP Mechanics' focus as expert D365FO & Lasernet developers, architects and consultants is to minimize risks, reduce costs and deliver your project on time. We offer a free consultation and trial of our services. Learn more about how we can help - https://www.erpmechanics.com/

Cloud Wars Live with Bob Evans
SignUp Software CEO's Insights on Overcoming CFO Challenges, Applying AI

Cloud Wars Live with Bob Evans

Play Episode Listen Later Dec 5, 2024 17:12


HighlightsCurrent Challenges (00:48)Manny names capital allocation as a major challenge for the office of the CFO. They spend much time thinking about which technologies and industry solutions are best to invest in. They have to determine which investments take priority, such as investing in tech that benefits the company's back office versus their customers. Value creation is also a key consideration. “Our analysis on where do we invest those dollars has gotten a lot more granular and a lot more scrutiny around those decisions,” he says.“Many of the CFOs face the challenge of doing more with less when money has gotten a bit more expensive,” Hedin raises. Another challenge he notes is regulatory aspects. The three C's — cost, control, and compliance — need to be as efficient as possible. Determining how to leverage AI can be a challenge on the technology side.AI Impact (07:17)When building out large language models (LLMs) and algorithms, you have to ensure you have the right governance and controls internally on the data to get the desired outcome. This is vital when starting out leveraging new technologies to drive business decisions and efficiencies. While this can be daunting, “there's a lot of value to it,” Manny notes. Once it's tested and secure internally, the next phase of an AI journey is to look at it from a customer-facing perspective.Hedin shares customer examples of applying machine learning and AI. “In the financial process automation space, AI is definitely saving a lot of time already today for a lot of CFOs,” Hedin says.CFO AI Concerns and Second Half Mindset (11:30)Korakis says the biggest risk is that AI outputs don't necessarily align with the question an employee is seeking to answer. If a person thinks they're feeding the algorithm or LLM all the right data points but they're actually not, that's a big issue. His company is ensuring good data governance.Microsoft has made Copilot actionable for ISVs like Signup; since it's embedded in Finance and Operations as well as Business Central, there are actions that weren't available before, Hedin says. It's one thing to get intelligent responses, but when you can also start doing things such as generating a PO if one's missing, then you have an assistant that can do a lot more things for you. It's really exciting in terms of customer problems that can be solved.Korakis says in the first half of the year there's been a lot of disruption in the macro environment that followed supply chain challenges: rising interest rates that created caution and the need to be very thoughtful in using investment dollars has slowed things down a bit. “I see that starting to phase off” and CFOs are more willing to spend as the second half approaches.D365 Trends (15:09)Hedin says AI is one big, obvious trend with Dynamics 365. The other is new regulatory demands. If you send an invoice to a customer in Italy you need to go through their tax authorities now so they can track it. A US customer asked to start invoicing in Germany and needed guidance. It varies by country. That's a big challenge for the international companies as well – how to handle that in an efficient way.

The MSDW Podcast
Kuldeep Gupta's favorite Copilot features in Dynamics 365 Project Operations

The MSDW Podcast

Play Episode Listen Later Nov 21, 2024 41:18


Microsoft MVP Kuldeep Gupta returns to the MSDW Podcast to help us understand some of the latest Copilot features coming to Dynamics 365 Project Operations. Kuldeep has a list of favorites and honorable mentions that he dives into, including an extra preview feature (they're all linked below). He also tells us about his newly released digital course for organizations planning a move from D365 Project Service Automation (PSA) to Project Ops and the rapidly approaching deadline set by Microsoft for that transition.   Show Notes: 1:00 - About Kuldeep 3:00 - What Copilot in D365 Project Operations is all about 6:00 - Task Plan Generation Copilot 9:30 - Risk Assessment 13:30 - Project Status Report 17:20 - Resource Recommendation 25:00 - Blending assistance and automation scenarios 27:00 - Time entry agent 29:30 - Outlook on the Project Operations roadmap 38:30 - Kuldeep's course on migrating Project Service Automation to Project Operations

Tecman Talks Dynamics
S4 Ep13: Key Takeaways from the Dynamics 365 Business Central Conference - Directions EMEA 2024

Tecman Talks Dynamics

Play Episode Listen Later Nov 18, 2024 32:44


We bring you the key takeaway from Directions EMEA 2024, the Microsoft Dynamics 365 Business Central Partner Conference held in Vienna earlier this month. We tell you all the exciting news and developments from Microsoft and their plans for their products over the coming year. Hear about the improvements to the SaaS platform and how they have increased capability, scalability and reliability to their cloud-based service. We delve deeper into the world of AI and Copilot, discuss the introduction of Agents and how they are going to transform your daily Business Central operations. We also update you on the availability of reports and functions mentioned in the 2024 wave 2 release plan. Listen now hear how these exciting developments can help you optimise your business central operations today. Hosted on Acast. See acast.com/privacy for more information.

Microsoft Business Applications Podcast
Marko Totovic's Approach to Excelling in Dynamics 365, Freelancing, and Personal Passions

Microsoft Business Applications Podcast

Play Episode Listen Later Oct 2, 2024 19:47 Transcription Available


Send me a Text Message hereFULL SHOW NOTES https://podcast.nz365guy.com/604  Ever wondered how to successfully juggle a demanding career, freelancing gigs, and personal passions? Join us as we sit down with Marko Totovic, a Partner Technology Strategist from Serbia, who not only excels in his role at Companial but also manages to be an MVP in the Dynamics 365 and Power Platform community. Marco shares the secret sauce to balancing his professional and personal lives, including his love for tennis, guitar, and Serbian cuisine. His journey is a masterclass in multitasking, proving that you can indeed have it all without compromising on quality or commitment. Gain insight into the path of becoming an MVP, where Marco offers a transparent look into the ecosystem of freelancing in the Power Platform and Dynamics 365 space. From the joys of sharing knowledge at global conferences to the crucial importance of being upfront about your capabilities, Marco's experiences are both enlightening and inspiring. Whether you're looking to enhance your career, navigate the complexities of freelancing, or simply find better balance in your life, this episode is packed with actionable advice and real-world stories that promise to resonate deeply with our listeners. OTHER RESOURCES: Microsoft MVP YouTube Series - How to Become a Microsoft MVP 90 Day Mentoring Challenge - https://ako.nz365guy.com/Support the showIf you want to get in touch with me, you can message me here on Linkedin.Thanks for listening

The Directions on Microsoft Briefing
Microsoft Picks Up the Premium Pace With Dynamics 365

The Directions on Microsoft Briefing

Play Episode Listen Later Sep 30, 2024 24:00


Microsoft is making more and more Dynamics 365 features available exclusively as part of pricey premium subscriptions. Directions analyst Andrew Snodgrass and Mary Jo Foley talk through the implications of this shift for customers both now and in the longer term.

Tecman Talks Dynamics
S4 Ep12: Microsoft Dynamics 365 CRM and Power Platform 2024 Wave 2 Release Plan

Tecman Talks Dynamics

Play Episode Listen Later Sep 26, 2024 45:20


The Dynamics 365 CRM and Power Platform 2024 Wave 2 Release is coming and Tecman Talks Dynamics is here to get you up to speed with everything you need to know about the latest features and functionality updates. Jason, Kelly and Jon explore new and upcoming features across Dynamics 365 Sales, Customer Service, and Customer Insights (aka Marketing), as well as what's coming to the Power Platform. Of course, it wouldn't be a Tecman Talks Dynamics episode without talking about Copilot, so you can expect to learn a lot about how updates to Microsoft's AI tool will further enhance user experience across Dynamics 365 CRM and Power Platform to help you work more efficiently. If you're a Dynamics 365 CRM or Power Platform user, you don't want to miss this one. Hosted on Acast. See acast.com/privacy for more information.

Microsoft Business Applications Podcast
From Theology to Tech: Hylke Britstra's Path to MVP in Dynamics 365 F&O and the Importance of Soft Skills in ERP Projects

Microsoft Business Applications Podcast

Play Episode Listen Later Sep 4, 2024 21:32 Transcription Available


Send me a Text Message hereFULL SHOW NOTES https://podcast.nz365guy.com/592  Curious about how someone transitions from studying theology to becoming an MVP in the world of ERP systems? This episode, featuring our special guest Hylke Britstra from the Netherlands, will unravel that fascinating journey. As a Microsoft Certified Trainer and Consultant, Hylke brings a unique blend of financial services management, theology, and a passion for Dynamics 365 Finance and Operations to the table. Listen as he shares personal stories about his family life, his love for Italian cuisine, and his upcoming vacation plans in Zeeland. Hylke also opens up about his journey to becoming an MVP in 2023, offering insights into his decision to concentrate on Dynamics 365 F&O and his enthusiasm for sharing knowledge.But that's not all—this episode goes beyond the technical details, shedding light on the indispensable role of soft skills in finance and operations projects. Reflecting on personal experiences, we explore how supportive managers and interpersonal dynamics can make or break ERP implementations. Discover practical strategies for developing people skills, including workshops and key user training, that can significantly improve project outcomes. If you're keen on understanding the human side of technology and what it takes to balance technical and people skills in complex projects, this episode is a treasure trove of knowledge.OTHER RESOURCES: Microsoft MVP YouTube Series - How to Become a Microsoft MVP  Support the showIf you want to get in touch with me, you can message me here on Linkedin.Thanks for listening

Tecman Talks Dynamics
S4 Ep11: Microsoft Dynamics 365 Business Central 2024 Wave 2 Release Plan

Tecman Talks Dynamics

Play Episode Listen Later Aug 15, 2024 44:42


We take you through the Microsoft Dynamics 365 Business Central 2024 Wave 2 Release Plan. With lots of exciting new features and some bigger Power BI updates, we talk about the changes and features that are going to have a positive impact on your business operations.The update includes new report demos, purchase order improvements and the integration of field service with service management. Developmental changes in Word now make reporting a lot more functional and the ever-developing Copilot is now helping with sales orders and bank reconciliation. Listen now for all the latest updates and to see how it can help our business today.Learn more about Clever Data Validation with Copilot and download your free trial today. Hosted on Acast. See acast.com/privacy for more information.

Tecman Talks Dynamics
S4 Ep9: Quoting 101: Dynamics 365 CRM vs Business Central

Tecman Talks Dynamics

Play Episode Listen Later Jun 27, 2024 47:41


When it comes to quoting, both Microsoft Dynamics 365 Business Central and Dynamics 365 CRM offer great capabilities – but which one should you use (or even both!), how should it all be integrated and what are the pros, cons and best practices to be taken into consideration. It can can feel a little confusing, especially when there's no “one-size-fits-all" quoting process that every business uses. The types of products and/services you're quoting for can also add additional complexities to navigate. In this episode of Tecman Talks Dynamics we're exploring the quoting functionality and integration between both Dynamics 365 CRM and Dynamics 365 Business Central, discussing the various aspects of quoting, such as pricing, look and feel, electronic signatures, tax, payment terms, and more. We'll also be delving into the advantages and disadvantages of quoting in both systems, helping you choose the best tool for your business needs and processes. Hosted on Acast. See acast.com/privacy for more information.

Microsoft Business Applications Podcast
Path to MVP and Mastering Dynamics 365 Business Central with Kim Dallefeld

Microsoft Business Applications Podcast

Play Episode Listen Later Apr 24, 2024 24:13 Transcription Available


FULL SHOW NOTES https://podcast.nz365guy.com/546 Have you ever wondered how a rural upbringing and a penchant for Mexican food could lead to tech stardom? Our guest Kim, a Dallas-Fort Worth dynamo and newly-minted MVP, didn't see the connection until she dived headfirst into the tech world. With laughter and candor, Kim recounts her unexpected journey from a large family farm to becoming an indispensable part of the NAV community and now, a sage in the realm of Business Central. This episode isn't just a chronicle of professional triumph; it's a tale of personal growth, a passion for the great outdoors, and a roadmap for embracing the twists and turns of life's tech highway.As we navigate the intricate web of Dynamics 365 Business Central, you'll be privy to the nitty-gritty of transitioning from NAV to BC through the expert lens of our guest. With user experience and interface improvements at the forefront, Kim demystifies how newcomers to BC find their footing with surprising ease. She also teases the game-changing potential of AI, particularly with the Co-pilot feature in bank reconciliations. And for those who love to tinker with data, there's a buzz around the multi-tiered reporting and the Power Platform's seamless integration, poised to revolutionize form creation, customer engagement, and workflow efficiency. So, buckle up and join us for a tech adventure that stitches together community, innovation, and the future of business management tools.OTHER RESOURCES: Microsoft MVP YouTube Series - How to Become a Microsoft MVP 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

Scrum Dynamics
Do We Need to Rethink How We Build Power Platform and Dynamics 365 Apps?

Scrum Dynamics

Play Episode Listen Later Apr 14, 2024 9:20


In this episode of Amazing Apps, host Neil Benson explores the importance of rethinking our approach to building business applications. Join us as we delve into the benefits of questioning our assumptions and adapting to new information in the dynamic landscape of app development.- Unpacking the concept of "thinking like a scientist" and its impact on creating agile business apps.- Understanding cognitive entrenchment and how it can hinder our progress in app development.- Examining how embracing new tools like Power Automate or Azure Data Factory can outdo outdated practices.- Learning from personal experiences and external experts to reassess long-held beliefs about health and productivity.- Discovering how to stay open-minded to new methods for building Power Platform and Dynamics 365 apps without losing sight of effective agile approaches.Keep experimenting

Digital Stratosphere: Digital Transformation, ERP, HCM, and CRM Implementation Best Practices
Microsoft Dynamics365 Training: A Detailed Introduction to D365 ERP Software and Implementations

Digital Stratosphere: Digital Transformation, ERP, HCM, and CRM Implementation Best Practices

Play Episode Listen Later Apr 5, 2024 117:42


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

The MSDW Podcast
The Role of Automated Testing in Microsoft's One Version Approach to Dynamics 365 Finance & Operations

The MSDW Podcast

Play Episode Listen Later Mar 27, 2024 22:42


This episode is sponsored by Leapwork.   Microsoft has recently adjusted the update schedule and policies for Dynamics 365 Finance and Operations apps, with the One Version strategy now driving the delivery for four service updates per year to customers, with limited pauses allowed. Given the regular cadence,  the short testing windows, and the need to accept multiple updates per year, customers must reckon with the realities of testing efficiencies.   As our guest, Sune Engsig, Field CTO at Leapwork, explains, manual testing against regressions for an application like D365 Finance or Supply Chain Management can take a heavy toll on an organization, adding time and cost while preventing an organization from investing in rolling out new improvements and new solutions.   Sune tells us about his experiences working with Leapwork clients, how both partners and customers engage with the company on deploying automated testing for Dynamics 365, and how Leapwork thinks about the ideal ways to share responsibilities between functional testers and technical resources.   Resources: Webcast recording: Navigating the Dynamics 365 One Version Policy: Automated Regression Testing for ERP Excellence Schedule time with a Leapwork test automation experts here

The MSDW Podcast
AP Automation: Invoice and Payments in Dynamics 365 Business Central

The MSDW Podcast

Play Episode Listen Later Mar 12, 2024 29:36


This episode is sponsored by Paymerang.   The world of invoice and payments automation continues to evolve, and our guests on this episode, Tiffany Allen and Brian Cook of Paymerang, join us to discuss their team's vision for serving the needs of organizations running Microsoft Dynamics 365 Business Central.   Paymerang's recent acquisition of KwikTag has created new opportunities for the company to advance their product roadmap, our guests explain. And with the buzz around AI and the company's focus on automation software, Brian and Tiffany also share their outlook on continuing to innovate in a competitive space.   We also discuss their perspective on industry specialization, share an update on fraud protection, and explain how Paymerang has gained a competitive advantage in the payments space.   Visit paymerang.com for more details, and check out our Paymerang overview for Dynamics: https://www.paymerang.com/wp-content/uploads/2024/01/SimplyAP-and-Payment-Automation-from-Paymerang-Overview-2024.pdf

Paraşüt'le Üretim Bandı
Teknik: Fatih Demirci | DMR Danışmanlık - ERP, CRM Yazılımları Geliştirmek

Paraşüt'le Üretim Bandı

Play Episode Listen Later Feb 20, 2024 61:59


Bu sezon sponsorumuz Sanction Scanner ile tanışın, “Breaking Bad” de gördüğümüz kara para aklama sahnelerini hatırlarsınız. Senede 2 trilyon dolarlık kara para aklanıyor.İşte burada Sanction Scanner'ın yazılımı devreye giriyor. Yapay zeka ve makine öğrenmesi ile desteklenen ürünleri, banka ve benzeri finansal kuruluşlara gerçek zamanlı AML, yani Anti-Money Laundering, taramaları yaparak finansal kuruluşla iş yapmak isteyen kişi ve işlemlerin sıkıntı olup olmadığını analiz ediyor. Sanction Scanner hakkında daha fazla bilgiyi buradan ulaşabilirsin: https://sanctionscanner.com/---Brick Institute eğitimleri, deneyimli eğitmenleri ve seçkin katılımcılarıyla birlikte Ürün Yönetimi Temelleri, Ürün Analitiği ve Ürün Liderliği programları çok yakında başlıyor. Bu eğitimler, gerçek hayat uygulamaları ve vaka çalışmaları üzerine odaklanarak, ürün yönetimi alanında uzmanlaşmak, ürün geliştirme süreçlerini kuvvetlendirmek isteyenler için oluşturuldu.Kontenjan sınırlıdır, bu nedenle hemen www.brick.institute adresinden başvuru yaparak yerinizi garantileyin ve eğitime katılmak için kaydolun!----Üretim Bandı'nın Slack grubu olduğunu biliyor muydunuz? 3000'den fazla ürün yöneticisi, girişimci, yazılımcı, tasarımcının bir arada bulunduğu aktif ürün topluluğuna siz de katılın:>>> uretimbandi.com/slackİki haftada bir yayınladığımız, ürün geliştirmeyle alakalı bültenimizi de aşağıdaki linkten takip edebilirsiniz:>>> uretimbandi.com/bulten----------KONUKFatih Demirci: https://www.linkedin.com/in/fdemirci/LINKBlog: http://www.fatihdemirci.net/index.php/category/genel/KONUŞULANLAR(00:00) Başlangıç(08:33) Danışman & Analist Farkı(09:55) Kullanılan teknolojiler(12:00) Yeni insanlar yetiştirmek(19:10) ERP ve CRM nedir?(28:45) Dynamics365(32:39) Kendi öz ERP'mi yazabilir miyim(36:15) Dependency yönetimi(42:40) Cloud'un yarattığı fark(46:47) Destek ve ticket sistemi(49:15) ERP ile ne zaman tanıştı(50:07) Favori sektörü(55:40) Sertifikanın önemi

Microsoft Business Applications Podcast
Unveiling Business Optimization: Rachel Profitt's Deep Dive into Dynamics 365's Process Catalogue and Power Platform Synergies

Microsoft Business Applications Podcast

Play Episode Listen Later Feb 12, 2024 29:18 Transcription Available


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 MSDW Podcast
Microsoft VP Georg Glantschnig on the future of Dynamics 365 Finance & Operations

The MSDW Podcast

Play Episode Listen Later Jan 31, 2024 49:13


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

Microsoft Business Applications Podcast
Currying Favor with Tech: Jason Earnshaw's Journey Through Lotus Notes to Low-Code Revolution and Dynamics 365

Microsoft Business Applications Podcast

Play Episode Listen Later Jan 22, 2024 50:41 Transcription Available


FULL SHOW NOTES https://podcast.nz365guy.com/519 Ever wondered how spicy curry ties into the low-code revolution? Jason Earnshaw from Huddersfield, our Low Code Practice General Manager with a penchant for Dynamics 365, spices up our show with his rich stories from the IT landscape. His journey from the days of Lotus Notes to the cutting-edge Power Platform offers a delectable mix of personal anecdotes and professional insights, proving that technology and curries do get better with time.This episode is a time capsule, where we journey through the evolving world of IT, from the nostalgia of Microsoft CRM's transformation into Dynamics 365 to the emergence of solutions like Mendix. It's a narrative woven with reflections on the past and excitement for the future, as Jason walks us down memory lane, sharing how XRM's potential was overshadowed by internal politics and how customer needs drive the ever-changing tech ecosystem.Finally, the conversation shifts gears to the culture and aspirations driving A&S Group, where community involvement and diverse perspectives aren't just buzzwords—they're the very fabric of their success. We untangle the complex tube map of project management, stopping at critical stations like ALM and security, and discuss how these elements contribute to delivering tailored pathways to triumph for their clients. Join us for a session that marries the technical with the personal, the past with the present, and success with the community.AgileXRM AgileXRm - The integrated BPM for Microsoft Power Platform 90 Day Mentoring Challenge 2024 https://ako.nz365guy.comSupport the showIf you want to get in touch with me, you can message me here on Linkedin.Thanks for listening

Pivotal with Hayete Gallot
How Copilot is transforming customer service at Microsoft

Pivotal with Hayete Gallot

Play Episode Listen Later Jan 16, 2024 36:06


In the world of customer service, being able to understand the customer's needs, resolve issues, and pass along critical information to other service agents are critical factors that companies must get right. Ric Todd, Director of Strategy and Innovation for Customer Service and Support at Microsoft, believes the advent of generative AI will transform these processes for service agents and allow them to focus even more on how to serve customers better. Ric's role centers around deploying and operationalizing new technology solutions for customer service at Microsoft, while providing feedback to improve those very solutions. In rolling out Dynamics 365 Customer Service and Copilot for Service across the organization, his team is seeing not only the benefits of a large language model that can reason over massive amounts of information instantly — but also a surprising ability to help agents tune into customers' sentiments and communicate more effectively.Link to full episode transcript.Produced by Larj Media.

Microsoft Cloud Executive Enablement Series
Copilot: Generative AI in Dynamics 365 and Power Platform

Microsoft Cloud Executive Enablement Series

Play Episode Listen Later Jan 10, 2024 15:43


In this Microsoft Cloud Executive Enablement Series episode, host Justin Slade, Global Partner Enablement Strategy Director at Microsoft, is joined by Gio Mezgec, VP, Modern Work + Business Applications Field & Partner Marketing at Microsoft. The discussion revolves around the remarkable growth of Dynamics 365 and Power Platform, emphasizing their transformative impact on user experiences. Gio introduces the game-changing Dynamics 365 Copilot, an AI-powered tool to enhance customer interactions and streamline business processes. The episode explores how partners can monetize Copilot, leveraging its capabilities within Dynamics 365 and Power Platform. Justin and Gio emphasize the depth of Microsoft's product offerings, the vast opportunities for partner innovation, and the disruptive potential of AI and Copilot in the industry.In This Episode You Will Learn:● Significant growth in Dynamics 365 and the Power Platform● The need for collaboration to explore new opportunities and drive innovation● How Copilot can transform user experiences in marketing, finance, and salesSome Questions We Ask:● How do partners effectively monetize Dynamics 365 and Copilot?● Can you share some highlights regarding growth, user engagement, and customer response?● What do you want to convey about Microsoft's disruptive potential of AI and Copilot?Resources:View Gio Mezgec on LinkedIn View Justin Slade on LinkedInWatch the full video episode on YouTubeDiscover and follow other Microsoft podcasts at microsoft.com/podcastsDownload the Transcript Hosted on Acast. See acast.com/privacy for more information.

Microsoft Business Applications Podcast
Navigating Tech with Komi Siabi: From Web Development to Dynamics 365 and the Journey to Becoming an African MVP

Microsoft Business Applications Podcast

Play Episode Listen Later Dec 20, 2023 19:16 Transcription Available


FULL SHOW NOTES https://podcast.nz365guy.com/510 Ready to embark on a captivating tech journey with Komi Siabi, a Dynamics AX 2012 and Dynamics 365 FNO Technical Consultant from Nigeria? Strap in as we navigate his tech trajectory, from his beginnings in web development to his current role in Dynamics. Komi's detour includes a vibrant tour of his home country with must-try delicacies, top-rated tourist locations, and some exciting insights into the local sports scene. And just when you think you've heard it all, Komi spills the beans on his transition into Dynamics and his experiences as a consultant.But the exploration doesn't stop there! We shine the spotlight on a seasoned Dynamics 365 MVP from Africa, as they unravel their favourite modules in the Dynamics 365 portfolio and the winding road to becoming an MVP. Get ready for some behind-the-scenes on their invaluable contributions to the community through forums, blogging, and speaking events. They passionately discuss the power of multilingual content and dreams of becoming a FastTrack Recognized Solution Architect. For those in Africa aspiring to be MVPs, there's a goldmine of advice on the importance of continuous learning and patience. Get ready for a tech-loaded ride!OTHER RESOURCES: Microsoft MVP YouTube Series - How to Become a Microsoft MVP  90-Day Mentoring Challenge - https://ako.nz365guy.com/ 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

Microsoft Business Applications Podcast
From Atomic Energy to Microsoft's FastTrack: Paul Mare's Insightful Journey and Guided Tour of Dynamics 365 Implementation

Microsoft Business Applications Podcast

Play Episode Listen Later Nov 20, 2023 38:34 Transcription Available


FULL SHOW NOTES https://podcast.nz365guy.com/501 Are you eager to get under the hood of Microsoft's FastTrack team? Join us as we converse with Paul Mare, an experienced manager from Microsoft, who shares invaluable insights about the design, architecture, and governance of Microsoft's customer solutions. From his intriguing career trajectory, starting at the Atomic Energy Corporation, to his adventurous safari in Botswana, Paul's anecdotes make for an absorbing listen, while offering a unique viewpoint on balancing professional and personal life. FastTrack is more than just a team - it's an evolution of proactive architects shaping customer solutions. Once an escalation team, FastTrack now handles the complexities of projects with license revenue above 300,000K and delivers value to all projects. Hear how they gather feedback from projects and use it to inform their engineering decisions. Decoding the dynamics of this team, Paul enlightens us about the importance of working closely with partners and customers for successful project delivery. When implementing Dynamics 365, where do you start? With the Total Success by Design Framework. Paul provides a comprehensive guide to using this book for successful project implementation. Understand the significance of early discussions during the implementation process and how the Dynamics 365 implementation portal can provide visibility and context for your project. With the right strategies and tools, creating visibility for your project and effectively onboarding projects is achievable. So sit back, enjoy the insights, and discover how you too can navigate the world of Dynamics 365 with confidence. AgileXRM AgileXRm - The integrated BPM for Microsoft Power Platform Register your interest for the 2024 90-Day Mentoring Challenge. ako.nz365guy.comSupport the showIf you want to get in touch with me, you can message me here on Linkedin.Thanks for listening

Futurum Tech Podcast
Microsoft Announces New Demand Planning and Copilot Capabilities for Dynamics 365 Supply Chain Management

Futurum Tech Podcast

Play Episode Listen Later Nov 15, 2023 26:28


On this episode of the Futurum Tech Webcast – Interview Series, host Daniel Newman welcomes Sameer Verma, Head of Product at Microsoft for a conversation on the launch of new Copilot and demand planning capabilities in Dynamics 365 Supply Chain Management. They discuss how organizations can empower their employees with natural language-based conversational help, enhanced inventory visibilities, and improved accuracy, all with a more flexible, simplified, and intuitive user experience. Their discussion covers: The current state of supply chains in a post-covid world and how the new state of work impacts how companies transform their supply chains to meet customers' needs and keep employees happy Microsoft's lessons from investments made in the past year and what future investments in Copilot might bring An overview of the new demand planning capabilities and the role of Copilot within Dynamics 365 Supply Chain Management  How companies with “best-of-breed” demand planning systems today can benefit from the new demand planning capabilities in Dynamics 365

Microsoft Business Applications Podcast
Accelerating From Accountancy to Tech: Steven Chinsky's Inspiring Path with Dynamics 365 BC

Microsoft Business Applications Podcast

Play Episode Listen Later Oct 18, 2023 18:39 Transcription Available


FULL SHOW NOTES https://podcast.nz365guy.com/492 Ever wondered how an accountant would transition into a tech guru? Meet Steven Chinsky, the director of Dynamics Practice at Accelerant. From his thrilling escapades like sky diving and racing Lamborghinis to his passion for barbecuing, Steven is all about living life in the fast lane. But what truly stands out is his seamless shift from crunching numbers to dominating the tech industry, all thanks to the push from his mentors to explore ERP software. Steven lifts the lid on his journey, becoming an MVP since 2023 and how Xapta, birthed from Navision, along with Dynamics 365 BC, is revolutionizing operations in multinational corporations.Get ready to uncover the untapped potential of Business Central in any manufacturing environment. Steven dishes on his personal journey to becoming an MVP and how he sailed through the application process, pandemic notwithstanding. His association with Microsoft has led to a myriad of opportunities to speak at various conferences, sharing his wealth of knowledge and experiences. Prepare to be inspired by his insights on the ever-evolving tech industry, his journey as a Microsoft MVP, and his valuable nuggets of wisdom for those aspiring to follow in his footsteps. So buckle up and join us on this exciting ride!OTHER RESOURCES: Microsoft MVP YouTube Series - How to Become a Microsoft MVP  90-Day Mentoring Challenge - https://ako.nz365guy.com/ Dynamics Community: https://dynamicscommunities.com/community/members/steven-chinskywipfli-com/ 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

CPQ Podcast
Interview with Giacinto Mozzetta, VP Product Marketing at Bit2Win

CPQ Podcast

Play Episode Listen Later Oct 8, 2023 33:18


In this episode you hear from VP Product Marketing Giacinto Mozzetta. Giacinto is based in Rome, Italy and has 20+ years of business experience and joined Bit2Win in 2015. Here he talks about the bit2win suite of products, their multi-cloud solution, integration with Microsoft Dynamics, a new Engineer-to-Order (ETO) capability for manufacturing companies, subscriptions, artificial intelligence and much more web www.bit2win.com email info@bit2win.com LinkedIn https://www.linkedin.com/in/giacintomozzetta/ 

Microsoft Business Applications Podcast
Exploring Dynamics 365 Business Central and the Power Platform with MVP Gulshan Shubham

Microsoft Business Applications Podcast

Play Episode Listen Later Aug 23, 2023 22:38 Transcription Available


FULL SHOW NOTEShttps://podcast.nz365guy.com/476Ready to unravel the world of Dynamics 365 Business Central and the Power Platform? Join us as we delve into an insightful conversation with our distinguished guest, Gulshan Shubham, a triumph in the field and a proud recipient of the MVP award in 2022. Currently a Senior Advisory Consultant at IBM, he originates from India, a fact that flavours his intriguing journey in Business Central, his penchant for South Indian cuisine, and his hobbies that include series binging, cricket, and badminton. Listen to him articulate his evolution from a coder to a functional consultant and his unwavering commitment to disseminating his profound knowledge to the Dynamics community. Gulshan, with his astute understanding of Dynamics 365 Business Central, has plenty to share about its edge over Oracle NetSuite, particularly for SMB software. He also throws light upon the integration of the Power Platform with Dynamics 365 Business Central - a field where he and his team at IBM are making significant progress. Furthermore, his journey to earning the MVP title is nothing short of an inspirational tale for anyone passionate about Dynamics 365 Business Central. With a firm belief in sharing his knowledge, Gulshan's recognition has only fueled him to become more responsible and knowledgeable as a consultant. Don't let this chance slip by to learn from one of the stalwarts of the industry!OTHER RESOURCES: Microsoft MVP YouTube Series - How to Become a Microsoft MVP  90-Day Mentoring Challenge - https://ako.nz365guy.com/ 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

Microsoft Business Applications Podcast
Unraveling Dynamics 365 and Successful Project Recovery Techniques with Hugo Herrera

Microsoft Business Applications Podcast

Play Episode Listen Later Aug 21, 2023 33:35 Transcription Available


FULL SHOW NOTES https://podcast.nz365guy.com/475 Ever feel like you're stuck in a failing project with no way out? Fret not! Hugo, our guest for this episode and a seasoned solution architect, gives us a deep-dive into the art of project recovery. With two decades of experience in the tech industry and an unrivaled passion for Microsoft Technologies, Hugo shares invaluable insights on how to turn a sinking ship around. His secret? Understanding the situation fully and earning the customer's trust.But that's not all! Hugo takes us through his recently released book that serves as the ultimate guide for aspiring architects. It's not just about the basics but weaves together his real-world experiences, from various customer sites to diverse projects. Ready to unravel how to manage conflicting requirements and deliver a product that the business truly wants? Listen in on our compelling conversation with Hugo, and understand the magic behind Dynamics 365, the Power Platform, and successful project management in the tech world.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

RunAs Radio
Power Platform Proliferation with Luise Freese

RunAs Radio

Play Episode Listen Later Jul 5, 2023 35:26


Whether you know it or not, Power Platform apps are proliferating! While at Techorama in Antwerp, Richard chatted with Luise Freese about her work with companies discovering that users are building Power Apps at alarming rates. Luise talks about the ability of users to find solutions in the Power Platform tools, often because they have enough security privileges (or demand them) to get access to data and systems... without many controls in place to ensure those resources are used correctly or securely! This leads to a conversation around providing guide rails for Power Platform developers, using security and governance. Get your telemetry cranked up - likely, you already have Power App proliferating!Links:Create Reusable Custom FunctionsComponent LibrariesDynamics 365Microsoft DataverseMicrosoft Power Platform Center of Excellence Starter KitRecorded May 16, 2023