Shows
The MSDW PodcastHSO at Community Summit NA 2025This episode is sponsored by HSO. Attendees at Summit NA 2025 can learn more about the solutions they already use, but the event also offers opportunities to expand their knowledge and perspective on investing in business applications. Our guest on this episode, HSO VP of Managed Services Hilary McLaughlin, works with clients after they go live on Microsoft solutions, and she tells us that she encourages Summit attendees to think about the areas they may be overlooking today. Attendees can use their time to learn the latest in data management and integration capabilities, research complementary technology, a...
2025-09-2910 min
IAMCP Profiles in PartnershipFueling Growth: How IAMCP & MSDynamicsWorld.com Collaboration Empowers MembersThe Microsoft partner ecosystem is evolving fast, with Dynamics 365, Business Central, and Power Platform driving new growth opportunities. In this episode, discover how MSDynamicsWorld and IAMCP are creating powerful partnerships that deliver insight, innovation, and demand generation. Whether you’re an investor, ISV, or tech leader, you’ll gain the clarity needed to allocate capital strategically and confidently in today’s rapidly shifting landscape. Key Discussion Points:1. Explosive Growth Areas – Business Central leads adoption, with Power Platform driving cross-product innovation.2. Ecosystem Scale – MSDynamicsWorld has 100,000+ registered members, evenly split between partners and end custome...
2025-09-2347 minIAMCP Profiles in PartnershipFueling Growth: How IAMCP & MSDynamicsWorld.com Collaboration Empowers MembersThe Microsoft partner ecosystem is evolving fast, with Dynamics 365, Business Central, and Power Platform driving new growth opportunities. In this episode, discover how MSDynamicsWorld and IAMCP are creating powerful partnerships that deliver insight, innovation, and demand generation. Whether you’re an investor, ISV, or tech leader, you’ll gain the clarity needed to allocate capital strategically and confidently in today’s rapidly shifting landscape. Key Discussion Points:1. Explosive Growth Areas – Business Central leads adoption, with Power Platform driving cross-product innovation.2. Ecosystem Scale – MSDynamicsWorld has 100,000+ registered members, evenly split between partners and end custome...
2025-09-2347 minThe MSDW PodcastA Leader's Guide to AI Transformation FailureThis episode is sponsored by the 365 Leadership Summit, taking place September 18-19, 2025 On this episode we are discussing the business leader's perspective on AI transformation, including a theme that people aren't talking about as much: failure. Our guests on this episode, Prachi Mishra of Microsoft and Geoff Ables of C5 Insight, talk both the risks and the potential benefits of the AI offerings that are emerging almost in real time from Microsoft in 2025. Prachi and Geoff both explain their reasons for viewing AI as key to the future of business, and the conditions that will...
2025-08-1228 minThe MSDW PodcastHow SignUp and SKsoft are Reimagining Finance in Microsoft Dynamics 365 Business CentralThis 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...
2025-08-0828 minThe MSDW PodcastPreparing for Licensing Enforcement in D365 Finance & Supply Chain Management, with XPLUSThis episode is sponsored by XPLUS. On this episode we are diving into key changes in license enforcement in Dynamics 365 F&SCM with Bartosz Szpiech, vice president of product at XPLUS. We begin by discussing what has changed in the licensing model from AX 2012 to Dynamics 365 and how it is changing in the coming months in ways that will have important implications for customers still planning a move from on-premises to cloud, as well as for existing D365 customers. And while many customers will be able to adapt without too much disruption, there...
2025-08-0630 minThe MSDW PodcastHow partners are preparing for Microsoft's FY2026 strategy, with Joe CoriglianoEarly in Microsoft's FY26, managers in the sales and channel organizations have worked to explain important program changes that will impact partners in the Dynamics 365 and Power Platform space. At the recent Biz Apps Partner Executive Summit 2025 event, attendees heard from a variety of Microsoft representatives who presented sales strategy and the reorganized structure that attempts to blend business applications with modern work. Partners also heard about Microsoft's new and updated incentives, vision for AI agent sales in the enterprise, and revised sales plays across industries and segments. Joe Corigliano was one of the key organizers of...
2025-08-0516 minThe MSDW PodcastDefining successful AI experiences, live from UG Summit Roadshow SeattleOn this episode we are talking to some of the experts who presented at the Summit North America Roadshow event in Seattle this week, where members of the Dynamics 365 community came together to hear from Microsoft and their peers about D365 applications, Power Platform, and the broader technology landscape that they face. Microsoft kicked off the event with a tour of some of the latest Power Platform AI features in their plan designer, which recently reached GA, as well as the latest preview feature, generative pages. That focus on AI-driven capabilities became a theme of...
2025-07-2417 minThe MSDW PodcastExploring Accounts Receivable Process & Performance with Invoiced by Flywire This episode is sponsored by Invoiced by Flywire. Advances in AR software are re-shaping financial management in ERP systems. Our guest on this episode, Flywire product lead Chris Couch, discusses the evolution of the invoice to cash story from an AR and payments perspective and how his team's solution for Dynamics 365 Business Central, Invoiced by Flywire, improves the work experience of finance teams. Chris is a veteran of the AR automation space, and he shares his perspective on how the technology and business case have evolve in recent years. We also di...
2025-07-1415 minThe MSDW PodcastClosing the Digital Gaps: Embedded vs Integrated Solutions, with Mekorma This episode is sponsored by Mekorma. On this episode we are examining the persistent digital gaps plaguing Accounts Payable teams, despite widespread adoption of AP software. Our guest is Mekorma's Director of Revenue Brendan Coffey, and we explore why disjointed workflows still exist, what those inefficiencies look like in practice, and how they impact everything from compliance to cost-per-invoice. Brendan explains some of the fundamental differences between embedded and integrated AP automation solutions within the Microsoft Dynamics ecosystem, and how each approach affects user experience, security, IT overhead, and ROI.
2025-07-1116 minThe MSDW PodcastNavigating the Invisible IT Department - CIO CornerIn this kickoff episode of our new podcast series focused on IT leadership, we sit down with Tom Doran and Tony Darden of VCIO Global to explore the concept of the "invisible IT department". We start by describing some of the common trends in the evolution of IT management and its ability to be a strategic asset rather than just a cost center. Tom and Tony share stories of the challenges businesses are facing when it comes to software selection, accountability, technology project expectations, and how to tie the CIO responsibilities to business successes. Key t...
2025-07-0329 minThe MSDW PodcastThink Like a Scammer: Cybersecurity Lessons for CFOs from SignUp & EftsureIn this episode, our guests from SignUp Software and Eftsure use AP automation as an entry point into a bigger story: how finance leaders are becoming cybersecurity leaders. Our guests, Rob Ashe of SignUp and Gabe Garcia of Eftsure, discuss the organizations' strategic partnership, why it will help Dynamics 365 Finance & Operations users, and the role of financial automation in fortifying against modern threats. Framed by insights from Eftsure's 2025 Cybersecurity Guide for CFOs, this conversation dives into why today's fraud landscape demands adversarial thinking, how practices like red teaming are reshaping finance functions, and what it...
2025-06-2630 minThe MSDW PodcastA Partner's Perspective on the Office of the CFOThis episode is sponsored by SignUp Software. On this episode, we explore the challenges that CFOs, controllers, and other decision-makers are managing today. Our guests, SignUp's Bob Monio and Velosio's Chris Wheeler, are here to discuss market conditions and trends that are driving priorities for companies using Dynamics 365 Business Central. When it comes to automation, executives are prioritizing investments based on the end-to-end business processes, Bob explained. That type of big picture strategic planning requires committed partners with industry and technology expertise. And with their ExFlow suite, SignUp also counts on partners like V...
2025-06-1717 minThe MSDW PodcastA Dynamics 365 F&O security, audit, and compliance update with Alex MeyerThis 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...
2025-06-1622 minThe MSDW PodcastResco Next 2025 Recap: Inspections, AI, and more MSDW was a media partner at May's Resco Next 2025 event, and we had the chance to chat with a range of the event's presenters. Resellers, customers, and Resco's own team brought news, perspective, and fresh ideas to the event. We heard how partners have developed unique industry solutions atop Resco's mobile tools, how customers have pushed their field scenarios forward, and where Resco sees their product roadmap going, both for their own vision and in alignment with Microsoft's technology vision. Guests you will hear from in this episode are: Daniel Laskewitz - Microsoft - h...
2025-06-1013 minThe MSDW PodcastHow to turn Dynamics data into marketing winsThis episode is sponsored by Emfluence. On this episode, we look at some of the specific ways that the data from a Dynamics 365 CRM system can help marketers get the best results for their sales teams. Our guest, Monico Hoyer of emfluence, explores some of the scenarios in which marketers can leverage Dynamics data more effectively, along with practical ways they can integrate it with their marketing automation solutions. Monica breaks down the first steps every Dynamics customer should take to enhance their marketing efforts, ensuring they're making the most of their data. The challenges...
2025-06-0317 minThe MSDW PodcastBringing Empathy and Innovation to AP Automation, with Ora Goldman of MekormaThis episode is sponsored by Mekorma. Mekorma has been helping the Dynamics community streamline AP for over 30 years, and one way they have differentiated their brand is through their focus on empathy and client care. To learn more about the company's roots and core values, we spoke with founder and CEO Ora Goldman. Ora shared some defining moments in Mekorma's history, like their early efforts to bring the needs of financial professionals front and center in their solution development. The company's product evolution has also been focused on understanding real pain points of customers, Ora...
2025-05-3020 minThe MSDW PodcastWhat Dynamics 365 Business Central Users Need to Know about Embedded vs External AP AutomationThis 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...
2025-05-2629 minThe MSDW PodcastLive at DynamicsCon 2025 with Dynamics 365 F&O expertsMSDW 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 t...
2025-05-1608 minThe MSDW PodcastCRM and the evolution of buyer behavior, with Thomas MandersThis episode is sponsored by Coffee + Dunn. As buyer behavior has evolved, sales and marketing teams have tried to keep pace. Understanding buyer behavior remains key, says our guest, Thomas Manders, CEO of Microsoft partner Coffee + Dunn, but data gathering and contextualizing insights for sellers have proved a challenge for some firms. In this episode, Thomas shares examples of business processes that Dynamics 365 users can execute on today, including steps that can bring sales and marketing teams closer together. We also discuss some of the latest Dynamics 365 Customer Insights marketing capabilities and what the Coffee +...
2025-05-0915 minThe MSDW PodcastWhat Dynamics ERP users should know about use tax compliance obligationsThis episode is sponsored by Avalara. The complexities and challenges of use tax compliance only seem to grow as a business expands its operations and customer base. Our guest, Avalara use tax product solution consultant Myles Metzger, explains some of the most common misconceptions about use tax and why it is so tricky for finance teams to comply. Myles also explains some of the common challenges that Dynamics ERP customers face and how Avalara's latest integrations with Dynamics GP, D365 Business Central, and D365 Finance improve tax accuracy and reduce the risks of under- or...
2025-05-0614 minThe MSDW PodcastIndustry Trends and Insights from Directions NA 2025 with Brendan Coffey of MekormaThis episode is sponsored by Mekorma. It may be hard to believe, but many partners are still unaware of the Accounts Payable compliance best practices. On this episode, Mekorma's Director of Revenue, Brendan Coffey joins us to highlight regulatory updates impacting AP teams and explains how those changes tie into partner observations and feedback at Directions NA 2025. We discuss the increasing demand for advanced security and compliance solutions and how Mekorma's check printing solutions handle fraud prevention and compliance. Brendan explains that tackling these challenges with technology solutions is representative of a broader mindset among...
2025-04-2816 minThe MSDW PodcastMVP Journey and Event Preview with Alicia King (Keener) Alicia King (Keener) received her first Microsoft MVP award in 2024, but her experience with Dynamics ERPs goes back more than 15 years. She joins us to share some of the meaningful experiences in her professional journey and her perspective on the present and future of Dynamics 365 F&O. We discuss Alicia's approach to community participation, how she has extended her expertise into specific industries, and about her presentation plans for DynamicsCon 2025 in Chicago, where she will be presenting on using the built-in tax engine for D365 F&SCM. Show Notes: 4:00 - Th...
2025-04-2821 minThe MSDW PodcastHow Yooz builds strong Microsoft Dynamics channel partnerships This episode is sponsored by Yooz. When a Microsoft reseller like Innovia considers channel partnerships, it does so in the context of strategic plans related customer needs, growth goals, and market opportunities. On this episode, we sit down with Tim Teeter from Yooz and Trish Boccuti from Innovia to discuss how their organizations have successfully collaborated by prioritizing customer needs, aligning business strategies, and setting growth goals. Tim shares insights into how their teams connected, established priorities, and achieved notable successes. Trish recounts how Innovia found ways to align their goals related to verticals, Dynamics s...
2025-04-1619 minThe MSDW PodcastRecapping Directions North America 2025 with ERP veterans We're wrapping up our Directions North America 2025 coverage with more perspective from channel veterans who were listening and presenting. Robert Jolliffe, Andrew King, and David Laster talked to MSDW during and just after the event. They shared their impressions of Microsoft's presence, the impact they expect from pre-built AI agents like the Sales Order Agent, and Power BI advances. And as Microsoft partners, they were also listening for the company's updates on how Business Central-focused firms can do better in the channel. And no North American SMB-focused ERP event would be complete without an update on Microsoft's push to h...
2025-04-1616 minThe MSDW PodcastAn update on embedded payments for D365 Business Central with PayTraceThis episode is sponsored by PayTrace. Security and automation are top of mind for most CFOs and finance teams this year, especially when it comes to payments and accounts receivable. For Dynamics Business Central users, embedded payments can solve both pain points. Our guests, Jeremy Boogaart and Carlton Ortega of PayTrace, share the latest enhancements to Trace AR for Business Central. We talk feature updates, the team's collaboration with early adopter customers of Trace AR, and a bit about the product roadmap. And the PayTrace team will be at upcoming events, including Directions...
2025-04-0112 minThe MSDW PodcastDelivering Record-to-Report in Business CentralThis episode is sponsored by SignUp Software. What does it really takes to control content in Business Central? Taking the perspective of Record to Report and the needs of office of the CFO, Business Central customers have key challenges they will need to account for. Our guests, Patrick Nguyen and Bob Monio of SignUp Software, take us through typical requirements they see related to auditability, accounting, and analysis. We also discuss how to best understand what Business Central can do out of the box and when an organization needs to look for more specialized capabilities.
2025-03-2925 minThe MSDW PodcastPreviewing Resco Next 2025 with Sam Bush This episode is sponsored by Resco and their Resco Next 2025 event. Resco's annual event focused on advanced mobility, Resco Next, will be in Valencia on May 20 and 21 this year. The team has a variety of experiences planned, including a live podcast episode of Ambush on Air, the popular marketing-focused podcast series hosted by marketing consultant and NetStock partner marketing lead Sam Bush, our guest on this episode. Sam has established herself in the Microsoft channel as voice for thoughtful marketing and demand generation, with a focus on impactful, people-to-people campaigns and strategies. She also tells u...
2025-03-2515 minThe MSDW PodcastJukka Niiranen on Power Platform licensing, AI, and career changes Jukka Niiranen is a former Microsoft MVP and a current Power Platform expert, offering his services through his own firm and sharing his views regularly on social media and in his newsletter. On this episode, Jukka joins us to talk about how his career has evolved, his current work, his technology outlook, and a few hints at his upcoming licensing session at DynamicsMinds 2025 (where MSDW is a media partner). Jukka's career has evolved in the last decade from a consulting role with a Microsoft partner to founding a services firm to now opening his own consultancy. He...
2025-03-2451 minThe MSDW PodcastThe Impact of New Tariffs on Supply Chains and the Role of ERP SolutionsThis episode is sponsored by Staedean. ERP solutions have evolved to support global supply chains, and they are put to the test each time new disruptions arise. Our guest on this episode is Luciano Cunha, CEO of Staedean, and he joins us to discuss his outlook on ERP solutions for manufacturers managing complex and changing supply chains. Luciano shares industry examples of Staedean's experiences and offers advice on how supply chains could evolve further in response to ongoing trade tensions. He tells us about why he recently wrote about the potential impact of...
2025-03-2028 minThe MSDW PodcastUnlock the Unknown Potential of Your Document Management SystemThis episode is sponsored by ERP Mechanics. Document management is an essential element of any enterprise solution, and our guest on this episode, Roger Cruz of ERP Mechanics, has worked with document management systems for many years, with a particular focus on Lasernet. Roger tells us about his years of experience deploying document management solutions. He shares some of the typical project execution techniques businesses have used and what has proven the most effective in different circumstances. We also discuss out of the box and unique use cases Roger has encountered, and how document management...
2025-03-1816 minThe MSDW Podcast5 Tactical Ways to Strengthen Sales with Marketing Automation This episode is sponsored by emfluence. Bringing marketing automation to life requires alignment between executives and the teams they lead. In this episode, we break down how different roles like CMOs, marketing directors, and marketing managers work together to turn strategy into action. Our guest is emfluence President and CEO David Cacioppo, and he joins us to talk about tactical ways to get more out of your marketing technology investment. We discuss steps that marketing teams can take to improve lead management, customer retention, and tracking ROI. More from emfluence: If you're...
2025-03-1125 minThe MSDW PodcastMekorma's evolution in the Dynamics 365 Business Central channelThis 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. B...
2025-03-0622 minThe MSDW Podcast2025 Supply chain trends with NMB SolutionsThis episode is sponsored by NMB Solutions. Dynamics 365 Finance and Supply Chain Management users will be thinking about global challenges in 2025. Our guests on this episode, Michelle Frennier and Chris Winstanley of NMB Solutions, help us understand some of the biggest risks businesses are facing this year and how to adapt. Shipping cost management will demand particular attention, Chris tells us, as faster deliveries add more pressure to businesses. Labor shortages, rising costs for transportation, and auto-fulfillment demands will all color the picture. Global trade compliance is another area of continued uncertainty, and M...
2025-03-0336 minThe MSDW PodcastERP Transformation and AP Automation Delivery Success, with SignUp SoftwareThis episode is sponsored by SignUp Software. When Tina McGrath first encountered ExFlow from SignUp Software, she was working as the finance lead in an ERP transformation project for a Dynamics AX customer moving to D365. Their older invoice automation software presented a range of challenges, including integration issues, lost information, usability, and customization complexity. On this episode, Tina takes us through some of the critical requirements, priorities, and guiding principles that led her to select SignUp as part of that project and how it benefited that organization. We then discuss how, years later, Tina...
2025-02-2821 minThe MSDW PodcastAutomation, e-commerce, and ERP integration with k-ecommerceThis episode is sponsored by k-ecommerce, powered by MDF Commerce. On this episode we are talking about automation and e-commerce with Patrick Fusarini and Rich Fowler of k-ecommerce. B2B organizations face complex requirements in their commerce decisions, and Rich and Patrick tell us about what the requirements they are hearing from Dynamics 365 customers today. Many scenarios are driven by the D365 user's own clients, they explain. In a B2B context, those organizations want to be able to make their purchases with greater velocity and lower friction. Our guests provide some examples of D365 cu...
2025-02-2144 minThe MSDW PodcastPreviewing the AI Agent and Copilot Summit North America 2025 event with DCI's John SiefertMicrosoft is taking an AI-first stance to its Business Applications portfolio, but what does that really mean for customers, system integrators, and consultants? Dynamic Communities (DCI) is launching a new event next month that aims to take on the full scope of the Microsoft-centric AI discussion. The AI Agent & Copilot Summit North America takes place from March 17 to 19, 2025 at the Hilton La Jolla Torrey Pines in San Diego. MSDW is a media partner for the event (register with our link for a $150 discount), and John Siefert, CEO of DCI, joins MSDW editor Jason Gumpert on...
2025-02-1734 minThe MSDW PodcastPreviewing Resco NEXT 2025 This episode is sponsored by Resco, hosts of Resco NEXT 2025. Resco has recently announced their upcoming Resco NEXT 2025 event, taking place in Valencia, Spain from May 19-21 2025. Our guest, Trevor Metcalfe, takes us through some of the plans for the event including speakers and hints at the agenda, which continues the focus on field workers and mobile, deskless scenarios This year's event is free to attend, and we discuss the history of the Resco NEXT dating back to year one in Boston and other memorable locations where the community has gathered in t...
2025-02-1015 minThe MSDW PodcastWhy companies are investing in Procure to Pay, with SignUp Software and MekormaThis episode is sponsored by SignUp Software. On this episode, we are exploring how companies approach Procure to Pay and why the concepts, process and technical capabilities surrounding it have gained so much traction. Procure to pay typically includes accounts payable processes, but that's only part of the story. My guests on this episode, Bob Monio of SignUp Software and Brendan Coffey of Mekorma, explain more about the business case for payment services working together with AP automation software and how that broader vision offers benefits like reduced fraud and improved cash management. ...
2025-01-3020 minThe MSDW PodcastKey Commerce Takeaways from NRF 2025This episode is sponsored by Evenica. On this episode, Kelly Mazur, Marketing Director at Evenica, shares her biggest takeaways from this year's NRF Retail Big Show conference. Mazur details what Microsoft Dynamics 365 Commerce capabilities she and others demo'd for the retailers in attendance, and she shared the two major themes showcased across the Microsoft booth. She also discusses commerce trends from the expo floor and shares retail predictions for 2025. AI was no doubt a hot topic again this year, but in this podcast episode we give specific use cases that were prominent across the event. F...
2025-01-2312 minThe MSDW PodcastEvaluating Headless and Composable Commerce OptionsThis episode is sponsored by Evenica. In this episode, Evenica's Kelly Mazur dives into the world of modern e-commerce technology, breaking down the key differences between Headless Commerce and Composable Commerce. She unpacks these buzzwords, explaining what they mean, how they work, and which strategy might be the best fit for your business. Mazur also shares real-world examples of third-party applications that integrate with Microsoft Dynamics 365 Commerce to help create tailored, innovative solutions. Whether you're an e-commerce novice or a seasoned pro, this episode provides actionable advice to level up your commerce game. ...
2025-01-1410 min
ISV TalksBreaking News: TrinDocs Achieves Verified ISV Status by MSDynamicsWorld (MDSW)Ever wondered how a family-owned business could revolutionize document management? Meet Heather and Jeremy from TrinDocs, whose journey from a niche in the Microsoft Dynamics space to becoming a trailblazer in ERP system automation is nothing short of inspiring. Heather's transition from a senior accountant to a visionary leader at Trindocs exemplifies the transformative power of innovative leadership, driving companies into the digital, paperless age. Jeremy shares fascinating insights into how TrinDocs has tailored their automation solutions to suit diverse industries, from healthcare and manufacturing to lift companies and beyond, all encapsulated by their unique tagline, "Automation as unique...
2025-01-0921 minThe MSDW PodcastEmpowering The Connected Worker with Purpose-Driven Frontline TechThis episode is sponsored by enVista. The devices and applications available to frontline workers continue to evolve. On this episode, Chris Tordi and Mark Laatz of enVista join us for to explore the integration of Microsoft Teams and Dynamics 365, RFID asset tracking, voice automation, and connected worker solutions. You will learn how tools designed for frontline workers enhance productivity, ensure compliance, and drive operational excellence across industries. We discuss: The evolving role of the connected worker How D365 can be used to empower frontline workers. Advantages of using D365 on various devices, including enterprise...
2024-12-1929 minThe MSDW PodcastDeploying better Dynamics 365 F&O solutions, with Karolis Aleknavičius of ERP Mechanics 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 s...
2024-12-1519 minThe MSDW PodcastExpanding the marketing automation landscape with emfluence CEO David Cacioppo This episode is sponsored by emfluence. Marketers frequently lead the charge for better data and more connected systems in an organization, especially as it relates to customer journeys. On this episode, David Cacioppo, president and CEO of emfluence, joins us to share some of his team's priorities as it relates to marketing automation strategy, especially in the Microsoft ecosystem. As a firm that delivers both technology and digital agency services, emfluence has been working to align their worldview with the strengths of Microsoft Power Platform, especially Dataverse, David ex...
2024-12-0418 minThe MSDW PodcastMeeting the financial reporting needs of Microsoft customers with FYIsoft This episode is sponsored FYIsoft. In the Microsoft customer ecosystem, companies with complex financial structures often struggle to give their finance professionals the tools they need to create, deploy, and use effective reporting. Requirements like multiple locations, companies, currencies, or ledgers can quickkly put extra burdens on both finance and IT teams that impact organizational performance and increase risk , says our guest, Jeremy Schaab, VP of software development at FYIsoft. Schaab tells us about some of the common requirements the FYIsoft team hears from Microsoft users today and...
2024-11-2519 minThe MSDW PodcastKuldeep Gupta's favorite Copilot features in Dynamics 365 Project Operations 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 P...
2024-11-2141 minThe MSDW PodcastPayTrace Recaps Community Summit 2024 Experience This episode is sponsored by PayTrace. Community Summit North America 2024 offered Microsoft customers and partners a mix of education, networking, and the chance to contemplate the future of entertise software and solutions. Our guests on this episode, Mary Miller and Sam Johnson of PayTrace, share their own highlights, observations, and experiences from Summit. This was PayTrace's second year exhibiting at the user-focused event. Their team heard from booth visitors about goals like increasing automation, decreasing complexity of multi-solution architectures, and planning for cloud ERP. Mary and Sam als...
2024-11-2026 minThe MSDW PodcastAdvocating for customers and partners, with Guus KrabbenborgWhen today's guest, Guus Krabbenborg, talks to Dynamics 365 partners and their customers, he likes to ask them about some of the more challenging topics in a typical ERP project: what does success really look like when each party is being honest about their goals and motivations? And why do so many projects fail to meet those goals? Guus shares his perspective with us on customer project preparation, some of the continuing challenges of cloud ERP projects, and the role he believes Microsoft should be playing in today's Business Central partner channel. He also shares customer anecdotes and...
2024-10-3034 minThe MSDW PodcastUnderstanding AES for export with NMB SolutionsThis episode is sponsored by NMB Solutions. For businesses involved in exporting from the US, AES has become a key program that spans multiple government entities and enforces key regulations. Our guest, Michelle Frenier, a strategic consultant for NMB Solutions in the aera of global trade, introduces us to the role of AES in global trade, with a focus on the key role that technology like Dynamics 365 plays in managing the rules and staying compliant. We discuss: Common mistakes when filing export data in AES Consequences of incomplete filings How to prepare for potential...
2024-10-2319 min
The MSDW PodcastBiz Apps Classroom, Ep. 19: Tips for tech training in English for non-native speakers with George Doubinski Learning new technology skills requires full concentration, but the task is even more challenging when it is being carried out in a learner's non-native language. Often in the business world, that training language is going to be English, and Microsoft MVP George Doubinski has seen firsthand the struggles that learners can face. George has had recent experiences training non-native speakers in an English language classroom. He explains why this is a common scenario and offers a range of suggested tools and techniques to help overcome typical headaches. We discuss vocabulary, pronunciation socio-political angles, and ways to gain comfort communicating...
2024-10-2241 minThe MSDW PodcastCommunity Summit 2024 Preview with VelosioMSDW is previewing Community Summit North America 2024 with a new series of quick podcast episodes featuring exhibitors. In this episode, we speak with Mike DeGeeter and Sabrina Zimara from Velosio. With the recent end-of-life update for Dynamics GP, the Velosio team has ramped up their planning services and guidance for GP customers and will be offering Summit attendees 15 minute one-on-one consultations with specialists at booth 1452. The team will also be showing off their Sales Velocity framework to provide comprehensive, pre-built integration of Dynamics 365 Customer Engagement apps and Business Central at no cost. Mike an...
2024-10-0821 minThe MSDW PodcastCommunity Summit 2024 Preview with Aqueducts ConsultingMSDW is previewing Community Summit North America 2024 with a new series of quick podcast episodes featuring exhibitors. In this episode, we speak with Joe Christensen, founder of Aqueducts Consulting. The team at Aqueducts thinks a lot about how to help Dynamics 365 F&O and AX customers find success in their reporting and data management efforts, Joe tells us. He has seen plenty of pain and frustration among customers over the years, and there are many good reasons why, from the technology to project planning to user adoption and organizational change. Reporting challenges often come down to a so...
2024-10-0322 minThe MSDW PodcastCommunity Summit 2024 Preview with PayTrace MSDW is previewing Community Summit North America 2024 with a new series of quick podcast episodes featuring exhibitors. In this episode, we speak with returning guests Mary Miller and Sam Johnson of PayTrace. Mary and Sam update us on their preparations for Community Summit, running October 13 to 17 in San Antonio, and the types of conversations and connections the PayTrace team are planning for at the event at booth 1027. One theme they expect to discuss with attendees is the way that payment technology is moving across organizations today. As they explain, PayTrace customers of...
2024-10-0314 minThe MSDW PodcastCommunity Summit 2024 Preview with KingswaySoft MSDW is previewing Community Summit North America 2024 with a new series of quick podcast episodes featuring exhibitors. In this episode, we speak with Daniel Cai, founder and managing director of KingswaySoft. Daniel tell us about KingswaySoft's newest offering, their JDBC Driver Pack for Dynamics 365. It first launched in July 2024 with Dynamics 365 CRM and Dataverse support, which they called JDBC 2024 release wave 1. At Community Summit they will be releasing release wave 2 for this product family to support D365 F&O and Business Central. We discuss some of the most important use cases for t...
2024-10-0107 minThe MSDW PodcastCommunity Summit 2024 Preview with Formpipe MSDW is previewing Community Summit North America 2024 with a new series of quick podcast episodes featuring exhibitors. In this episode, we speak with David Little, leader of business development in North America for Formpipe. As David explains, Formpipe has a big product announcement for Summit, the launch of Lasernet Essentials to the Dynamics market, a no-code solution for documentation embedded into Dynamics 365 environments. Formpipe will also be cohosting a session with customer Steel Warehouse on their use of Lasernet in a self-service digital portal scenario for customer-centric documentation across their purchasing and d...
2024-09-2705 minThe MSDW PodcastCommunity Summit 2024 Preview Podcast with Leapwork MSDW is previewing Community Summit North America 2024 with a new series of quick podcast episodes featuring exhibitors. In this episode, we speak with Nick Morea, manager of sales engineering at Leapwork. Nick will be on site for the company at Community Summit, and he updates us on the new finding that Leapwork will be sharing with the Dynamics community in October. Their new AI report will be available, with new analysis of how to AI-based testing can best be used with in an enterprise software solution and how AI tools can actually be used to t...
2024-09-2508 minThe MSDW PodcastCommunity Summit 2024 Preview Podcast with Nodus Technologies MSDW is previewing Community Summit North America 2024 with a new series of quick podcast episodes featuring exhibitors. In this episode, we speak with Fauwaz Hussain, Senior Director of Strategy at Nodus Technologies. Nodus specializes in payment acceptance and accounts receivable automation solutions that integrate with all Microsoft Dynamics platforms, and Fauwaz tells us how that expertise aligns with some of the key themes that attendees can expect at Summit. AI conversations are increasingly important, he believes. And the future of Dynamics GP will continue to be a key talking point for users. Fauwaz is presenting with other...
2024-09-2321 minThe MSDW PodcastCommunity Summit 2024 Preview Podcast with Integrity Data MSDW is previewing Community Summit North America 2024 with a new series of quick podcast episodes featuring exhibitors. In this episode, we speak with Patrick Doolan, founder and CEO of our sponsor, Integrity Data. Integrity specializes in HR and payrolls solutions for Dynamics 365 Business Central and GP. He shares an update on this team's latest solutions and their plans at Community Summit including the opportunity to have casual face-to-face conversations about solving customer problems. Patrick also shares some observations on how the industry push to embrace AI lines up against customer realities and he offers some a...
2024-09-2309 min
The MSDW PodcastBiz Apps Classroom, Ep. 18: Making events inclusive by design, with Ana Inés Urrutia Running better events means making them accessible to more people, and our guest on this episode, Microsoft MVP and HR expert Ana Inés Urrutia, joins us in the Biz Apps Classroom to discuss how conferences can do more to be inclusive by design. Both Ana Inés and BAC co-host Julie Yack will be participating in Scottish Summit 2024 in October, and they share some of ways that event's organizers have been improving both inclusivity and accessibility. We also discuss what it's like to build a career in enterprise software for someone with a non-conventional pro...
2024-09-0534 min
The MSDW PodcastBiz Apps Classroom, Ep. 17: Power Platform Community Conference 2024 Preview with Lisa Crosbie MSDW is a media sponsor of Power Platform Community Conference 2024. Get $100 off your registration with the code MSDW100. Microsoft MVP Lisa Crosbie has spent plenty of time and effort understanding Microsoft's rapidly expanding set of Copilot offerings for Dynamics 365 and Power Platform. While she has documented many of those discoveries and insights on her popular YouTube channel, she has also been developing new in-person presentations and workshops for the upcoming event season. Lisa joins us in the Biz Apps Classroom on this episode to preview the AI-centric session and full-day workshop sh...
2024-08-2231 min
The MSDW PodcastBiz Apps Classroom, Ep. 16: George Doubinski on Power Platform Interns and Apprentices Microsoft MVP and founder of AlexaCRM George Doubinski joins us in the Biz Apps Classroom to talk about his recent experiences hiring an intern to learn what Power Platform services and solutions development are all about. As this person's internship experience nears an end, George shares several lessons and observations that others may want to consider if they set up a similar program. George talks about the importance of insulating an apprentice from customer scrutiny, finding the balance between teaching and discovery, catching and correcting bad habits, and how to know when a new learner i...
2024-08-2042 minThe MSDW PodcastWhy CTI is a customer service game-changer, with Upland Software This episode is sponsored by Upland Software. In a world where the next revolutionary contact center technology is always just around the corner, the reality is that agents still need real solutions today. Computer-telephony integration (CTI) is the real game-changer, says this episode's guest, Denis Francoeur, Director of Product from Upland Software, and he explains why. The contact center needs better connections between systems and people, Francoeur says, and CTI holds a fascinating place among IT assets. It has proved its worth over the years as an evolving technology, and the la...
2024-08-1930 minThe MSDW PodcastPreparing Data for AI Governance with insightsoftwareThis episode is sponsored by insightsoftware. The rapid increase in attention on AI has generated lots of new conversations at insighsoftware, a global provider of comprehensive solutions for the Office of the CFO. Their customers in the Microsoft ecosystem want to bring AI and ML to bear for better performance, but challenges around data often become a hurdle. Our guests, Warwick Leitch and Caria Collins of insightsoftware, follow up their recent MSDW webcast to talk in more detail about delivering AI-related features and planning for the data-related challenges that their clients are talk about today. B...
2024-08-0119 minThe MSDW PodcastPreviewing TechBayanihan 2024, a new Microsoft community event in the Philippines The Microsoft technology community in the Philippines has grown and evolved over the years along with the products and business opportunities in the space. Now, a group of community leaders have organized a new conference in Manila with a focus on Power Platform and Dynamics 365 training and learning for professionals and students alike. TechBayanihan 2024 takes place on August 2 and 3 and promises a full schedule of sessions and activities, from Microsoft product updates to customer panels to plenty of networking opportunities. Our guests on this episode, Microsoft MVPs Kris Ruyeras, Doher Drizzle Pablo, Ahmed Salih, and Ce...
2024-07-1032 minThe MSDW PodcastThe Rise of Embedded Payments for Dynamics ERP This episode is sponsored by PayTrace. Bringing embedded payments capabilities to a Dynamics ERP system can offer a range of benefits, but it is not always a simple transition. On this episode, our guests, Mary Miller and Sam Johnson of PayTrace, discuss what it means to accept payments within the context of ERP-driven business processes and how organizations are reaping the benefits. Payment requirements in B2B scenarios are unique compared to the B2C world, and our guests discuss some of the goals that PayTrace clients seek when they invest in...
2024-07-0325 min
The MSDW PodcastBiz Apps Classroom, Ep. 15: Derik Bormann Derik Bormann is president and director of learning at Myrium Technology Solutions, a founding principal and instructor at 365.training, and a Microsoft MVP. Over the last few years, Derik has been doing a lot of work training and onboarding hundreds of new Microsoft technical specialists who needed the PL-100 and PL-200 skills as well as D365 Customer Service, Field Service, Sales, and Customer Insights. He explained why that particular training had to be tailored to the needs of Microsoft employees as opposed to other styles like classroom training. But while he ha...
2024-06-1726 min
The MSDW PodcastBiz Apps Classroom, Ep. 14: Joe Griffin at DynamicsMinds 2024 After a few years of relatively little change to certifications in the Business Applications space, Microsoft MVP Joe Griffin says he is encouraged by forward movement from Microsoft in new certs and new approaches. In this episode, recorded live at DynamicsMinds 2024, Joe tells us about why he likes the Applied Skills approach through Microsoft Learn. He and Julie also share their experiences with the new incremental assessment capabilities of some certs and their opinion of the new D365 Customer Experience Analyst Associate cert that serves as something of a baseline for other more specialized areas.
2024-06-0517 min
The MSDW PodcastBiz Apps Classroom, Ep. 13: Joe Corigliano at DynamicsMinds 2024 The Biz Apps Classroom travelled to Slovenia last week for DynamicsMinds 2024, the Dynamics and Power Platform community conference in its second year, and we caught up with Microsoft channel expert Joe Corigliano to talk partner training and skills. Joe wears several hats in the Microsoft channel community, helping build connections, plan events like the partner track at DynamicsMinds, and working with firms on their Microsoft strategy via his role at Ciellos. Joe talks with Julie and Jason about his work, his experiences at DynamicsMinds 2024, and his plans for future events and projects. He explained that p...
2024-06-0317 min
The MSDW PodcastBiz Apps Classroom, Episode 12: Nick Doelman at DynamicsCon Live 2024Julie and Jason took the Biz Apps Classroom to Denver to talk training and learning at DynamicsCon Live 2024. Our guest on this live, in-person episode is Nick Doelman, a Microsoft MVP and former Microsoft employee. AI was all over the conference, and we start by taking on the question of Microsoft Copilot's role in developing Microsoft technology training. Nick shares his perspective on the strengths and weaknesses of today's tools for creating learning plans, classroom training, and self-learning activities. His experiences point to Copilot as a tool, not a solution, and he explains why he still has...
2024-05-2022 min
The MSDW PodcastBiz Apps Classroom, Episode 11: Exploring Copilot (with video) What can Copilot do for the average business user? Julie and Jason turn on screen sharing in this video-enabled episode to examine some of the basics of interacting with a Microsoft Copilot. Conference season has begun, and attendees will find a bounty of sessions focused on AI. But organizations will have to consider two key questions as they decide to embrace AI and Copiilot in general: how to identify useful AI-enabled scenarios and how to use them effectively and responsibly. As Julie shows us in this walkthrough, great results are not gu...
2024-05-1027 minThe MSDW PodcastCommerce Challenges and Opportunities in the Public Sector This episode is sponsored by Evenica. Public sector organizations use Microsoft Business Applications for a broad range of solution needs, and the latest advances in Dynamics 365 Commerce have empowered municipalities and other government entities to transact and interact online in a compelling new ways. In a recent panel discussion, Kelly Mazur of Microsoft partner Evenica led a discussion about what's possible for municipalities today when they leverage the full capabilities of Dynamics 365 and Power Platform, including commerce. Topics include: Evenica's outlook on Commerce in public sector How...
2024-05-0315 min
The MSDW PodcastBiz Apps Classroom, Episode 10: Applied skills and hiring with EY Kalman Microsoft MVP and MCT EY Kalman joins us in the Biz Apps Classroom to discuss Microsoft's Applied Skills and Applied Labs, his view on the employment landscape, and some tips on making yourself a more attractive candidate. Topics of the discussion include: Microsoft certifications and their value for landing a new job. Other ways EY's team evaluates candidates based on technology, roles, and other considerations. Why EY believes the PL-200 is a good starter exam for candidates, even if they are new to Microsoft Business Applications. Whether college matters when hiring for Business Applications con...
2024-04-1934 minThe MSDW PodcastDynamicsCon Live 2024 Preview and Pass GiveawayWith DynamicsCon Live fast approaching, we check in with Dynamics User Group's Ryan Harris for a quick update on the event, which runs from May 13 to 16. Ryan tells us about the planning and offers some suggestions on how to attendees can take advantage of the event's layout and features to get the most out of the week. He also previews some of the schedule highlights like the TechFluent Gala on Tuesday, May 14. And listen closely to this short episode because at the end we explain how to enter to win one of MSDW's two free pass...
2024-04-1108 minThe MSDW PodcastEvaluating the latest Microsoft Partner Benefits offers with AJ Ansari Microsoft introduced three tiers of new partner benefits packages in January 2024 that were designed for partners to purchase to help meet different types of channel needs. Our guest on this episode, Microsoft MVP AJ Ansari of DSWi, has been looking closely at these benefit levels and joins us to share some of his observations about the elements of each offer, the value of different options, and how different kinds of organizations might be able to use them to their advantage. We also discuss what these offers say about Microsoft's channel engagement priorities today and how they differ from other...
2024-04-0433 min
The MSDW PodcastBiz Apps Classroom, Episode 9: Preparing for MB-260 with Microsoft MVP Malin Martnes Microsoft MVP Malin Martnes has spent considerable time exploring the Microsoft Dynamics 365 Customer Insights (Data) Specialist certification and its exam, MB-260, and she has discovered that the required subject matter is vast. In this episode, Malin tells us about her experience working with clients on the D365 Customer Insights Data application, her efforts to cover the topics of MB-260 on her blog, as well as more general Microsoft certification exam recommendations. Show Notes 7:45 - Malin's view of with the MB-260 exam and certification: how it compares to others and whom it is for 10:30...
2024-04-0230 minThe MSDW PodcastThe Role of Automated Testing in Microsoft's One Version Approach to Dynamics 365 Finance & Operations 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 Man...
2024-03-2722 min
The MSDW PodcastBiz Apps Classroom, Episode 8: Liz McGlennen of TechFluent Academy TechFluent Academy is gearing up for a new class of students and the nonprofit expects a major increase in applications (the deadline is May 15) and participation. To learn more, the organization's founder and executive director, Liz McGlennen, spoke with Julie and Jason about their current enrollment, eliminating barriers to entry, and what it takes to prepare a student for a career in the enterprise software space. Liz tells us about the origins of TechFluent, market demand for new hires with biz apps skills, the importance of mentorship and peer support, expanding to more Dynamics 365 solutions, a...
2024-03-2025 minThe MSDW PodcastAP Automation: Invoice and Payments in Dynamics 365 Business Central 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...
2024-03-1229 min
The MSDW PodcastBiz Apps Classroom, Episode 7: What's Next? How do you decide what's next in your learning journey in the Microsoft Business Applications space? The answer can depend on factors like your career plans, your employer's priorities, or your interests and skills. Co-host Julie Yack has fielded this question many times and she shares some of the questions and concerns that she often hears from learners. We discuss some of the different options people have, from Microsoft's own training materials to conferences to working with trainers, and how to choose the right path forward. And we discuss some of the most interesting opportunities f...
2024-03-0824 minThe MSDW PodcastThe realities of Power Platform mobility solutions This episode is sponsored by Resco. How does your organization handle mobility requirements on Microsoft Power Platform projects? Ivan Stano, SVP at Resco, joins us to help break down the realities of Power Platform mobility across a variety of use cases. We discuss the latest innovations to extend your Power Platform projects and grow your Microsoft business. Ivan also offers a peek into Resco's vision for Power Platform mobility and the simple steps to get involved. Learn More: Join us in Vienna for Resco Next 2024 Visit https://www.resco.net/po...
2024-03-0615 min
The MSDW PodcastBiz Apps Classroom, Episode 6: Training New Ukrainian Business Applications Professional The Biz Apps Classroom welcomes its first guest on this episode, Microsoft MVP and partner executive Vlad Sarov joins us to talk about the work he, podcast co-host Julie Yack, and others have been doing on a project to bring Microsoft Business Applications skills to adults in Ukraine through an ongoing series of training cohorts. The program follows Microsoft's prescribed Business Application professional skilling collection, but the team have taken the extra effort to translate the learning materials, adapt the guidance to allow for online interaction, and develop automated translation capabilities to allow trainers who don't speak Ukrainian to...
2024-02-1635 minThe MSDW PodcastThe Power of Tax Engines in Mid-market Companies This episode is sponsored by Vertex. Tax engines have a unique role to play in the performance of mid-market businesses. Our guest on this episode, Pete Olanday, Director of Consulting, Vertical Solutions: Retail, Leasing, Telecommunications, at Vertex discusses how implementing a tax engine can help mid-market companies streamline processes, enhance scalability, and ensure compliance in the face of evolving regulations. Pete discusses some of the biggest challenges that mid-market firms face related to sales tax and how those tie into other strategic initiatives like process automation, business expansion, and managing operational co...
2024-02-1515 min
The MSDW PodcastBiz Apps Classroom, Episode 5: The evolution of role-based trainingOn this episode, we are talking role-based training: where it works well, what roles tend to benefit, and how the concept has evolved in the Microsoft Dynamics and Power Platform ecosystem. Role-based training in the Biz Apps space coincides with changes in Microsoft certifications, and that that has helped shift the focus of learners away from memorizing facts about software and toward developing skills, says our co-host, Julie Yack. And while Microsoft have their own overall approach to role-based training and certification, it is not the only reference out there. Julie shares some of her experiences training peopl...
2024-02-0715 minThe MSDW PodcastMicrosoft VP Georg Glantschnig on the future of Dynamics 365 Finance & Operations 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...
2024-01-3149 min
The MSDW PodcastBiz Apps Classroom, Episode 4: Event strategies to boost learning Conferences play a key role in many Dynamics and Power Platform professionals' training plans. On this episode, Julie and Jason talk about the types of educational content that are gaining popularity at Microsoft-focused events, how sessions are selected, and how to get the most educational value out of the next event you choose to spend your time at. Julie gives an update on planning for the next Power Platform 24 virtual event on March 20 and 21 and their call for speakers. We also talk about Jason's recent trip to the NRF Big Show 2024 event, why AI could b...
2024-01-2429 min
The MSDW PodcastBiz Apps Buzz, Episode 2: Metafile's AI enhancementsThe latest updates to Metafile's AP Automation solution blend improving AI-based capabilities with their trusted capabilities around process and data efficiency. Company veteran Doug Bertram talks with Biz Apps Buzz host Amiee Keenan about his experiences watching the company's AI tools evolve before his eyes, with extraction and error handling capabilities improving almost before his eyes. Doug tells the story of a demo thrown off when the solution's AI engine learned to correctly interpret an invoice field that had been failing a few weeks earlier. And he explains how improvements in understanding documents raises the bar for AP fundamentals...
2024-01-2216 min
The MSDW PodcastBiz Apps Classroom, Episode 3: Goals Julie and Jason are talking about goals and goal setting. While neither of them is a self-described goal setter, they both acknowledge that taking a goal-oriented approach can be a helpful tool for professional development. Using the SMART(ER) model as a reference point, they talk through different ways professionals in the Dynamics 365 and Power Platform space can set goals for their own professional development. They note examples of various people in the Microsoft community who have modelled great goal-setting behaviors for the rest of us, and they identify tools and programs that listeners can l...
2023-12-2737 minThe MSDW PodcastVertex's Larry Mellon on accurate sales and use taxation, compliance, and audit risk This episode is sponsored by Vertex. Larry Mellon , Tax Director – Chief Tax Office at Vertex, joins us to shed light on potential risks that businesses grapple with when they rely on their ERP's native tax functionality rather than a dedicated tax engine. Larry tells us about his history with Vertex, working both internally and with both customers and jurisdictions on tax matters. He discusses some of the reasons why tax accuracy is so important to an organization and how any shortcomings can interfere with compliance, lead to audit risk, and affect staf...
2023-12-2112 min
The MSDW PodcastBiz Apps Buzz, Episode 1: Cavallo's 2024 Product Plans In our inaugural episode of the Biz Apps Buzz, host Amiee Keenan speaks with Cavallo's head of strategic partnerships, Bob McAdam, about the company's latest product updates. He shares updates on new solutions for Dynamics 365 Business Central and Dynamics GP focused on business performance and profitability, as well as new integrations and enhancements. Topics include: Cavallo's Profit Analytics beta has begun The debut of Profit Scan for Business Central Plans to combine Order Management Dashboard + Workflow for Business Central Recent enhancements and integrations to their Dynamics GP product offerings About Biz Apps Buzz Biz Apps Buzz...
2023-12-2019 min
The MSDW PodcastBiz Apps Classroom, Episode 2: Why Microsoft certifications matter Julie Yack has years of experience with Microsoft certification exams, whether taking them herself, helping others prepare to pass them, and even helping Microsoft develop new ones. On this episode she talks with Biz Apps Classroom co-host Jason Gumpert about her certification experiences over the years, both good and bad, and what Microsoft has done to improve their approach in recent years by transitioning toward a role-based model and taking steps to make exams and exam prep somewhat more accessible. Special offer: Listeners can support the podcast and get a discount on an annual plan f...
2023-12-1425 min
The MSDW PodcastBiz Apps Classroom, Episode 1: Let's talk training and learningWe are kicking off our new podcast series, the Biz Apps Classroom, and our hosts, Julie Yack of 365.training and Jason Gumpert of MSDynamicsWorld.com, discuss how this project arose and where it will be going in future episodes. They chat about some of the training and learning themes influencing the Power Platform and Dynamics 365 landscape today and trade notes on recent conference experiences and Microsoft product announcements. Julie also shares some observations from her most recent classroom training work. Stay tuned for upcoming episodes of the Biz Apps Classroom, where we will examine topics like the...
2023-11-2925 minThe MSDW PodcastAssessing Microsoft Dynamics 365 Service Providers 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 th...
2023-11-1734 minThe MSDW PodcastTracking Microsoft's latest Copilot announcements This episode is sponsored by enVista. The speed with which Microsoft has introduced various Copilot capabilities has challenged even the most dedicated channel professionals to keep up. Updates across Microsoft 365, Dynamics 365, Power Platform, and beyond have signaled a new era at Microsoft, with the company's product teams all putting AI-based capabilities at the forefront of their planning and messaging. To get more perspective on how Microsoft's Copilot brand and tools are evolving, we are joined by Nathan Bench and Hillary Schwartzbach of enVista. They have been paying attention to Microsoft's updates...
2023-10-3138 min