Podcasts about dynamics365

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 For example, David shared a case study from the energy sector where Next365 helped a client replace an outdated industry-standard system with SignUp's ExFlow, achieving a lower total cost of ownership while improving functionality and reducing vendor lock-in.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 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

(Disclaimer: erstellt mit Chat GPT)Hallo liebe Community! In dieser Episode haben sich Michael & Thorsten der Challenge gestellt: eine komplette Folge ohne das berühmte C-Wort (ihr wisst schon – es hat mit AI zu tun

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

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.

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

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.

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.

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

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.

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.

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

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

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

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

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

It's that time of year again, the Microsoft Dynamics 365 CRM 2024 Wave 1 Release Plan is here! You can expect a few new features, functionality and updates in the first major update of 2024, but in this episode, we're talking about the features that we think will be most beneficial to our customers. From a new customer service admin centre, and easier email sending within Dynamics 365 CRM, to creating multiple opportunities from one lead, automated lead assignment, the option to classify sensitive data within Omnichannel, and much more. Plus, it'll be no surprise that Copilot, gets a few mentions throughout the episode. Get up to speed on the latest updates today. Hosted on Acast. See acast.com/privacy for more information.

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

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Future-proof your business seamlessly with Sunrise Technologies' Microsoft Dynamics 365 Upgrade Assessment, updated for the latest features in 2024. Gain insights, explore new functionalities, and streamline operations to enhance productivity and drive success. Schedule your free assessment today! https://sunrise.co/microsoft-dynamics-365/why-upgrade/ Sunrise Technologies City: Winston-Salem Address: 525 Vine St Website: https://sunrise.co Phone: +1-336-722-6741

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

Listen to the latest and greatest developments from Microsoft for Dynamics 365 Business Central in the 2024 Wave 1 Release Plan. With the first major release for 2024, there's plenty to get excited about! From name changes for jobs, exciting developments with Shopify for B2B through to service management improvements and Copilot starting to appear across Business Central there's a raft of new capabilities coming up. We look at the highlights and the areas to watch and there's even a cheeky invite for Microsoft to take part in a Tecman talk in the future! Hosted on Acast. See acast.com/privacy for more information.

Are you looking for a rewarding and exciting career helping businesses achieve excellence? Do you want to learn from the best and join a leading Microsoft partner? Then you don't want to miss this special episode of Tecman Talks Dynamics where we're discussing our Tecman Academy. The Tecman Academy, now in its ninth year, has helped 30% of Team Tecman launch their Microsoft Dynamics careers, whether that's in developer roles or in our business-focused roles for not wanting to be a techie. In this episode, you'll hear from Luci and Ben, two successful alumni of the Academy, who share their stories, insights, what they get up to day-to-day and how their jobs are far more focused on business knowledge and building relationships rather than technical know-how. Whether you're a recent graduate (or a parent of a graduate), or someone who wants to switch careers, this episode will explain why the Tecman Academy is an incredible option when it comes to starting your business career. Hosted on Acast. See acast.com/privacy for more information.

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

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

Businesses invest heavily in Microsoft Dynamics 365 Business Central but once in place they can often miss out on key opportunities to improve - whether that's taking advantage of the latest updates, other areas of the Microsoft ecosystem like Teams/Power Automate or just making sure they are exploiting every area of the standard functionality (that they have already paid for!).With uncertain economic conditions, tight margins and changing ways of working in your own business, you need to be constantly reviewing, refreshing and revisiting your business processes and the systems that support them. Listen today to find out what tools and areas of functionality are rapidly becoming game changers for businesses like yours. Hosted on Acast. See acast.com/privacy for more information.

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.

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.

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

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

The analysts at Everest Group have published their latest ratings of systems integrators in the Microsoft Dynamics 365 ecosystem, and changes in the space reflect both product trends and attitudes toward enterprise software investment.   Our guest, Everest Group practice director Abhishek Mundra, discusses the factors that his time uses to assess service providers in terms of partnership with Microsoft, types of engagements, project outcomes, attitudes toward value realization, and more. And he explains why some firms have risen to become major contenders based on factors like geography or industry.   Learn more about the Everest Group report here.   Show Notes: 1:45 - Goals of Everest Group's assessment and the factors that impact it. 4:45 - What has changed since their last assessment, both in terms of Microsoft's portfolio and the provider results 10:30 - Why more global enterprises are deploying Dynamics-based solutions  13:45 - Emerging types of engagements 15:15 - What do customers say that service providers need to improve on? 18:15 - How to realize value from very expensive enterprise software engagements and how providers manage 19:30 - New entrants to the Dynamics 365 service provider market (and some removed from the report) 23:00 - The range of Sis - how are midmarket firms competing alongside larger ones? 24:30 -  How SIs manage their relationships with Microsoft 29:30 - Why customers engage with multiple Microsoft partners 32:45 - More plans in Everest Group's report calendar

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

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

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

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/ 

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

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

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