Podcasts about dynamics365

Qualify a lead, close a case, or walk into a renewal meeting fully briefed, all from the sales and service agents built into Dynamics 365. Ask a question and pull a grounded answer straight from your CRM and your calendar. Hand a prompt to Copilot Cowork and walk away with updated records, a finished presentation, and a drafted email, ready before your next meeting. Auto-fill a case description as you work, and walk into every quality review already scored against your team's framework. Eric Boocock, Dynamics 365 Principal Program Manager, shares how these agents move with you from first prospect touch to case resolution, right inside the apps you work in every day. Along the way, he explains the mechanics of how everything works and your options to customize the experience with your own skills and instructions.  ► QUICK LINKS:  00:00 - Agentic platform in Dynamics 365 01:03 - Sales Qualification & Opportunity Agents 01:44 - Case Management & Quality Evaluation Agents 02:25 - Sales Agent in action 04:30 - Copilot Cowork 05:44 - Automate repeated tasks 07:33 - Power behind agentic platform 08:50 - Custom skills via Power Apps + Dataverse 09:57 - Wrap up  ► Link References Get started at https://aka.ms/AgenticCXPlatform ► 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  

Key Takeaways Solgari's leading innovations: Grant explains that Solgari provides a customer engagement platform built on Azure that extends Microsoft Teams and Dynamics 365 (as well as other CRMs) to capture customer conversations and centralize that data for better engagement. Customers are adopting it to quickly solve specific engagement challenges, gain fast ROI, and apply it to AI strategies to drive more intelligent business outcomes. AI's role in customer engagement: Companies that centralize customer conversations into a single data platform gain an advantage because AI is only as effective as the data it can access. Grant says customer engagement is "ground zero for AI" as it enables capabilities like automation, sentiment analysis, and sales or service intelligence that improve customer satisfaction, reduce costs, and deliver measurable ROI. Use case: Grant shares details on Solgari's involvement with AMB Sports & Entertainment, who own the Atlanta Falcons. Solgari helped them unify fan engagement across voice, SMS, email, and WhatsApp within Microsoft Teams and Dynamics 365, creating a repository of fan conversations in Dataverse. By consolidating this data, AMB Sports & Entertainment is now well positioned to "create momentum around their AI strategy." Final thoughts: In closing, Grant shares why Solgari has shifted its customer and partner conversations away from product demos and toward business outcomes, showing how customer engagement data can evolve into valuable AI use cases over time. Visit Cloud Wars for more.

Long-running Microsoft Dynamics 365 Business Central environments are at risk for becoming complicated and causing pain for users. But don't rush to blame such issues on bad decisions or mistakes. A BC system can easily accumulate a mix of inefficiencies, workarounds, and issues as a result of many small and innocent-seeming decisions that accumulate over time, say our guests, Microsoft MVPs Cynthia Priebe and Cari Corozza. More often, the reasons for such user pain are related to a lack of clear ownership or a clear vision that considers the downstream impact of changes. When a system does reach a breaking point, experts like Cari and Cynthia are there to help, and they have both seen their share of BC customers dealing with systems that have gone from inconvenient or inefficient to problematic. In this episode they share stories of real world patterns they have observed in areas including permissions, reporting, month-end, and data ownership and how they lead to disruptions. They also offer suggestions on how to identify and avoid potential problems as part of the ongoing upkeep of a BC solution. Connect with Cari and Cynthia on LinkedIn: Cari on LinkedIn: https://www.linkedin.com/in/cari-corozza-cpa/ Cynthia on LinkedIn: https://www.linkedin.com/in/cynthia-priebe-dcp/ Business Central Strength Training Network LinkedIn group: https://www.linkedin.com/groups/14822015/ The Righter Way LinkedIn group: https://www.linkedin.com/groups/14295297/  

This episode is sponsored by XPLUS. In this episode, we explore how teams can move from reactive firefighting to proactive, evidence-based control. We cover why SQL, AOS, and Batch need to be seen as one correlated system, how custom metrics bridge the gap between technical data and real business activity, and what a structured performance optimization cycle actually looks like in practice - from the first alert all the way to a verified fix. Whether you're dealing with regressions after a One Version update, unexplained batch delays, or just the nagging feeling that your system could perform better - this episode gives you a clear framework for taking back control. More from XPLUS: ·         Curious how this works in your environment? Book a 30-minute call with our D365 performance team - https://xplusglobal.com/book-a-demo/  ·         D365 Partner Day: Observability, Testing & Performance: https://xplusglobal.com/event/d365-partner-day-observability-testing-performance/

In his interview, Reg Cracknell stresses that delivering systems on time and to specification does not ensure business success without shared understanding. He reflects on lessons learned from enterprise platform work, where unclear assumptions and misaligned expectations leads to operational pain and rework. Reg urges BAs to focus on outcome-driven thinking and rigorous upfront analysis to ensure enterprise systems truly support business needs. It's also clear communication that positions BAs as stewards of decision making and business results rather than mere requirement translators.See the YouTube video at https://www.youtube.com/watch?v=n8PKnNqRjSASee the book's website at evolvinganalyst.com.Look out for more

This episode is sponsored by XPLUS.  Traditional regression testing in Dynamics 365 Finance & Operations breaks down as complexity and test volume grows, but the causes can be hard to identify. Our guest, Bartosz Spiech from XPLUS, discusses how XPLUS's new software introduces a more effective approach based on smoke testing, autonomy, and observability. We also discuss how emerging concepts like agents and agentic UI are reshaping the future of test automation and what organizations can do today to move beyond manual testing.  Learn more in the free masterclasses: https://xplusglobal.com/free-masterclasses-autonomous-regression-testing-for-dynamics-365-fscm/

This episode is sponsored by Flywire. A/R teams running on Business Central are dealing with more invoices, more complexity, and less time to manage it. In this episode, we sit down with Caroline Broms from Flywire — the company behind Invoiced, an award-winning A/R platform trusted by finance teams worldwide — to discuss the company's recent work in the Microsoft ecosystem and learn about their outlook on continuing to improve the invoice-to-cash process for organizations. We discuss the origins of their new offering, Integration Studio, and what it means when a finance team finally owns is ERP integrations rather than relying on IT. Caroline also offers a glimpse at what's coming on the AI front and where listeners can find Flywire at in-person events this spring. Links & Resources Request a demo: flywire.com Integration Studio: https://www.invoiced.com/accounts-receivable/integrations Integration Studio docs: docs.invoiced.com/integration-studio Meet Flywire at Directions NA 2026 — ISV Lounge (April 27–29) DynamicsCon — May 12–15, 2026

The Dynamics 365 CRM & Power Platform 2026 wave 1 release is here and it brings a new era of intelligent automation and practical insights. This update moves CRM from being a system of record to a system of action, with AI-driven agents helping sales, customer service and field teams focus on the work that makes a difference.Over the next six months you can expect meaningful improvements, including smarter lead prioritisation, proactive research agents, clearer sales insights and more accurate sentiment analysis. Field service teams will benefit from faster scheduling and simpler mobile tools, while Power Platform users gain greater flexibility when building apps and easier ways to recover deleted records and flows.Whether you work in sales, support or operations, this wave focuses on helping you achieve more with less manual effort, powered by agents, automation and stronger data connections. Tune in for a full breakdown of what's new and how it can support your day‑to‑day work. Hosted on Acast. See acast.com/privacy for more information.

The Microsoft Dynamics 365 Business Central 2026 Wave 1 release plan has landed and it's packed with updates to help teams work smarter and reduce manual effort. This wave brings a fresh push towards clearer visibility, smoother day-to-day processes and smarter use of Copilot and intelligent agents, all supported by better governance and a toolkit that encourages innovation while keeping control. Over the next six months, you'll see practical upgrades across finance, operations, manufacturing and reporting. Think modernised financial reporting, easier expense management and steady improvements to purchasing and supply chain workflows. Manufacturers can look forward to stronger subcontracting tools and more reliable inventory behaviour. Retail and distribution teams will see enhancements to the Shopify connector. Sustainability and compliance are edging forward too, with early carbon footprint insights and updated localisation features. Tune in to get the full breakdown and see what's new for 2026! Hosted on Acast. See acast.com/privacy for more information.

In this episode of the AI Agent & Copilot Podcast, Giuseppe Ianni, host of the show, is joined by Diego Araujo, Founder and Chief AI Architect at Fusion Flow Software. Their conversation explores how enterprises are adopting AI agents and copilots within ERP environments, particularly Microsoft Dynamics 365 Finance & Operations. Key Takeaways Start with a “Winning” Use Case: Successful AI adoption begins with identifying a high-impact, low-effort opportunity that delivers immediate value. Araujo stresses the importance of choosing use cases that are repeatable and measurable. He explains that organizations must deliberately identify early wins to build momentum and credibility across teams. User Adoption Determines Success: Technology alone does not guarantee successful AI implementation — user adoption does. Araujo emphasizes that fear and skepticism often prevent employees from embracing AI tools. He recommends involving subject matter experts and users early in the process so they feel ownership over the solution. Governance and Safety Must Be Built In: Enterprise AI systems require robust governance frameworks to ensure compliance, security, and control. Araujo highlights the importance of planning governance early in the process, particularly when deploying agents inside ERP environments that manage critical business processes. He cautions organizations to build mechanisms that prevent agents from causing unintended outcomes. “You don't want an agent going rogue,” he explains. Measure Value with Clear Metrics: AI initiatives must demonstrate measurable impact rather than relying on hype or novelty. Araujo stresses that organizations should identify metrics that directly tie AI capabilities to business outcomes. “Coolness is not a factor,” he explains. Instead, companies must define operational indicators such as efficiency gains or cycle time reductions. AI Agents Enable a New Workforce Model: Araujo describes a major shift in how employees interact with technology as AI agents become widely adopted. He suggests that individuals will increasingly act as managers of multiple digital agents that execute tasks autonomously. This mindset shift opens new productivity opportunities for organizations. Visit Cloud Wars for more.

Du kender det måske. Du har din salgstal i et regneark, lagerstatus i et særskilt system og kreditor- og debitorposter i et tredje økonomiprogram. Men hvad nu, hvis det hele kunne samles ét sted? Et system, der taler sammen. Dynamics 365 Business Central fungerer som en slags digital svejserkniv. Et samlet værktøj, hvor du kan folde præcis de funktioner ud, som du har brug for. Lager, finans, salg, kreditor- og debitorstyring, rapportering og projektstyring, alt sammen i én cloudbaseret platform, der spiller naturligt sammen med Microsoft 365. What's not to like? I dette afsnit giver Chris Erik Jensen dig en pædagogisk indføring i, hvad Business Central mere præcist kan bruges til og hvordan man kommer i gang. God fornøjelse. Gæst: Chris Erik Jensen Vært Anette Lilleøre

As we step into 2026, choosing the right Dynamics 365 CRM & Power Platform partner has never been more critical. From AI, Agents, adoption strategies, and why business goals should drive technology decisions - discover the traits and skills your partner needs to help you save time, money, and stay ahead of the curve. Hosted on Acast. See acast.com/privacy for more information.

AI has transformed 2025 and is changing the game for Dynamics 365 Business Central users, reshaping everything from code to customer support - but what happens when AI starts to make decisions for us? Discover how industry experts are navigating the fine line between smart automation and the irreplaceable human touch and see how even tasks that once seemed impossible are now within reach, thanks to new technology. Listen now to hear our debate on whether partners are still essential in this new AI-driven world as we share honest insights about the challenges and surprises that come with these changes. If you're curious about what's next for Dynamics 365 Business Central, how day-to-day operations might evolve, or what it means for your own role, this episode is for you. Hosted on Acast. See acast.com/privacy for more information.

This episode is sponsored by Evenica. On this episode, Evenica's Gustavo Oliveira help us unpack the fundamentals of creating a seamless, secure, and consistent checkout experiences in Microsoft Dynamics 365 Commerce. He explains how a payment connector acts as the communication bridge between POS systems, online stores, and financial institutions to handle the orchestration that makes modern payments work. We also discuss how solutions like Evenica's e4Payment streamline the "last mile" of the customer journey, reduce friction at checkout, support loyalty and gift card systems, and unlock transaction data inside Dynamics 365. From tokenization and modern tender types to unified data for better decision-making, Gustavo highlights why payment connectors have become essential for retailers looking to modernize, scale, and differentiate. From Evenica: See how e4Payment can transform payment orchestration inside Dynamics 365. Check out the solution on Microsoft's Azure Marketplace and explore what it can do for your business.  https://marketplace.microsoft.com/en-us/product/dynamics-365-for-operations/evenicacorp1582838632446.e4payment?tab=Overview

This episode is sponsored by XPLUS. On this episode we are discussing security and compliance in Dynamics 365 F&O and what advances in these areas could mean for the future of the product. Since we last talked to our guest, Bartosz Szpiech, VP of Product at XPLUS, Microsoft has advanced its support for user security governance, or USG, which means users must adapt to evolving license enforcement policies. Bartosz discusses how understanding licensing policy relates to the broader concept of observability in D365. As roles evolve to conform to security and license requirements, customers have the opportunity to begin achieving better insights, he explains. We explore how new tools that offer better insights into activity within F&O could accelerate the identification of high-value AI scenarios that will evolve ERP. He also provides an update on the latest Executive Automats security training for F&O customers. More from XPLUS Dynamics 365 F&SCM Security Masterclasses - https://www.executiveautomats.com/dynamics-365-fscm-security-masterclasses  

In today's podcast, John Siefert sits down with Magnus Perri, CEO, elevaite365 Test Automation, and Michael Catterall, Product Lead, elevaite365 Test Automation, to unpack how AI is redefining testing in Dynamics 365 projects. They discuss why manual testing overwhelms business users, how elevaite365 Test Automation's platform automates and adapts with AI, and how a community-driven script library accelerates implementation. It's test automation built for real-world complexity and speed.AI Testing, Real ResultsThe Big Themes:Testing Stress: Perri points out a systemic flaw in ERP and Dynamics 365 implementations: the burden of testing often lands on business users whose primary roles have nothing to do with quality assurance. This leads to rushed efforts, incomplete coverage, and high error rates. The fundamental issue isn't lack of diligence, it's misalignment. Elevaite365 Test Automation directly addresses this by reducing or eliminating the need for manual testing.Insight and Resilience Layers: Catterall describes how elevaite365 Test Automation's platform doesn't just mimic human testers, it enhances them. Once a user records a business process, the system converts it into a reusable, repeatable automated test. But what sets elevaite365 Test Automation apart is what happens next: It adds AI-powered layers that detect anomalies like incorrect field values, unexpected pop-ups, and subtle error messages that human testers often miss. This isn't basic scripting, it's intelligent validation that keeps evolving.AI Testing Brings Measurable ROI: While much of the conversation covered process pain and automation theory, the real value becomes evident in customer results. Elevaite365 Test Automation isn't just a nice-to-have, it delivers real ROI. Customers using the platform have reduced their testing cycles from weeks to hours, lowered defect rates in production, and significantly cut the manpower required for UAT (User Acceptance Testing). Because the tool is embedded in real Dynamics 365 workflows, it provides test coverage for processes that actually matter like purchasing, invoicing, inventory, and more.The Big Quote: "Testing is always falling onto the business users, not IT department ... so you go into testing and you're stressed, you have a lot to do. You're thinking about talking to the next supplier, and while you're doing that, you work through the testing as fast as you can, and you might miss stuff." Visit Cloud Wars for more.

Listen to Sean Gilmour, Principal Product Manager Lead for Advance Calling - Microsoft Teams, and Pratichi Dash, Product Manager - Dynamics 365 Contact Center Voice and Conversational AI , explain Teams Phone Extensibility (TPE), Unify and how they enable a single, unified phone system across UCaaS and CCaaS.• What TPE is, how it works with Azure Communication Services, and why the Unify certification matters for a level playing field• How Dynamics 365 Contact Center uses TPE to reuse existing Teams Phone architecture and Operator Connect carriers• Coexistence with Azure PSTN/Direct Routing today, with Microsoft recommending TPE going forward• Practical AI today: agent-assist with summaries, translation and guidance, plus the roadmap towards intelligent IVR and smarter routing• Seamless call movement between Dynamics agents and Teams SMEs for faster resolutions across the organisationThanks to Numonix, this episode's sponsor, for their continued support of Empowering.Cloud

Today's episode is hosted by Martha Rayner and they are joined on the podcast by Peer Klavefors, Lead Solution Architect at Columbus, Dario Antolini, Data Platform Engineer at Avanade and Anders Dahlin, Solution Engineer / AI-ERP at Microsoft. The conversation explores what organisations can do to help more AI projects progress successfully from proof of concept into full production. Drawing on their collective experience across enterprise technology and implementation, the guests discuss how strategy, data quality and alignment between teams play a pivotal role in scaling intelligent solutions. The exchange highlights how robust planning, governance frameworks and a strong data platform can make the difference between innovation stalling and measurable business impact. Listeners gain insights into how organisations across the Nordics are improving success rates by embedding AI and automation into their operational models and ensuring technology investments deliver long-term, production-ready value.

Unearth the "ghosted" features of Microsoft Dynamics 365 CRM and Power Platform. From vanishing sales usage reports to the haunting deprecation of Unified Service Desk, discover which tools are disappearing into the night and some new tricks (and treats) Microsoft has in store. Beware: some features may never return from the grave! #MSDyn365 #MSDyn365BC Hosted on Acast. See acast.com/privacy for more information.

In this CPQ Podcast episode, Frank Sohn talks with Martin Johansen, founder of Mercura, a Denmark-based CPQ vendor focused on small to mid-sized manufacturers. With a background in finance and international business, Martin started Mercura straight out of college—initially building a configurator “by accident” for a customer request—and has since grown it into a SaaS platform used across Europe. We discuss Mercura's no-code setup and short implementation cycles (often 1–2 months), its support for cost-plus pricing, and partner/distributor workflows where channel users can upload and manage their own price lists. Martin explains how Mercura's in-browser 3D visualization enables room planning, snap-to placement, and collision detection in real time. While Mercura doesn't connect directly to CAD suites, customers can supply STEP files or drawings for CPQ-side visualization. A big portion of the conversation covers integrations—especially Microsoft Dynamics 365 Sales and Microsoft Business Central—plus experience with PIM solutions and HubSpot. Martin shares how Mercura applies AI on the admin side to speed configuration/rules setup, why headless is not a near-term priority, and the company's focus on manufacturers in sectors like playground equipment and healthcare (typical 5–200 users). We also touch on his sales mindset, weekly tennis/soccer routine, and how the book Work the System shapes Mercura's process discipline. Listen in for practical insights on delivering an easy-to-implement CPQ with modern visualization and tight Microsoft integrations.

Murray Fife, is a true Microsoft ERP veteran, having worked in the partner channel, at Microsoft, and independently. His latest projects include multiple series of educational guides providing a complete view of Dynamics 365 Finance and Supply Chain Management as a product suite, as well as work with Microsoft on developing their latest official demo database for F&SCM.   Murray's work on these projects has also informed his outlook on F&SCM as a product, he says. For anyone looking to become a solution architect, a product owner for a Microsoft customer, or another senior role, F&SCM requires both a broad and a deep education, perhaps beyond one's comfort zone or day-to-day role and responsibiliies. Being an ERP leader today also requires a perspective on the state of AI in enterprise software, and Murray explains why he believes some of the big initiatives from Microsoft, specifically MCP and AI Agents, have the potential to reshape the ERP story in the future.   Where to find Murray: https://adnd365.com/start LinkedIn Blind Squirrel Publishing

O of elevaite365, leads a company at the forefront of AI-driven test automation for Microsoft Dynamics 365. With decades of hands-on experience in ERP implementations, he and his team built elevaite365 to solve the challenges of constant change, complexity, and testing inefficiencies in enterprise software. In this episode, Magnus joins John Siefert to define a new category, AI-powered test automation, and explore how it's transforming implementation success, business agility, and the future of cloud ERP systems.Reimagining ERP with AIThe Big Themes:AI Test Automation Is a New Software Category: AI test automation not just a better version of traditional testing, it's an entirely new approach. With frequent updates, integrations, and customizations, ERP systems outgrow static methods. Platforms like elevaite365 define a future where testing is adaptive, autonomous, and business-aligned. This shift changes how organizations approach quality assurance, transforming it from a back-end task into a front-line innovation enabler.AI Testing Drives Tangible Business Outcomes: The shift to AI-powered QA isn't just a technical improvement—it delivers real business value. Perri and Siefert explore outcomes like faster go-lives, lower project costs, reduced QA workload, and quicker time-to-value. These results matter to senior executives, who face mounting pressure to drive both innovation and efficiency. Elevaite365's platform supports these goals by automating repetitive tasks, reducing errors, and scaling effortlessly. What used to be a cost center (testing) is now a growth lever.AI Test Automation Builds Ecosystem-Wide Agility: AI testing isn't just about IT: It transforms the entire enterprise ecosystem. When testing improves, so does everything connected to it: systems integration, customer experience, compliance, internal workflows, and delivery speed. The agility gained through elevaite365 extends beyond QA teams. It empowers cross-functional teams to move faster and take more calculated risks.The Big Quote: “What truly sets elevaite365 apart isn't just that it's faster or more robust… it's that we eliminate the typical roadblocks—there are no limits on users, scripts, or environments." Visit Cloud Wars for more.

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.

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.

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.

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.

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

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.

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

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/

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.

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.

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)

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.

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.

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.

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.

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.

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. 

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.

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.

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/

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.

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

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

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

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

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

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

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