Info

The MSDW Podcast

The MSDynamicsWorld.com (MSDW) podcast explores news, ideas, and events in the Microsoft Dynamics ERP and CRM community.
RSS Feed
The MSDW Podcast
2019
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June
May
April


All Episodes
Archives
Now displaying: 2019
Mar 12, 2019

With Extreme365 Europe just weeks away, we catch up with Microsoft MVP Mark Smith, a.k.a nz365guy, for a preview of his plans for the event and a few predictions of top areas of discussion around the business of Dynamics 365 and the Power Platform.

Show Notes:

  • 2:00 – How Mark will be participating at Extreme365.
  • 5:15 – How will Executive Exchange attendees be looking at quickly approaching changes in areas like automation and practical AI advances?
  • 13:15 – Power Platform in contrast to Microsoft's first party D365 apps
  • 18:15 – Fitting the needs of partners serving small and midsized organizations
  • 21:30 – What Microsoft MVPs are really like
  • 25:30 – On becoming a Microsoft professional without a traditional educational path.
  • 27:15 – Mark's session on how ISVs can build on the Power Platform
  • 29:30 – The challenge of running a systems integrator to pivot to an ISV approach.
Mar 7, 2019

On this episode we catch up with a Microsoft Dynamics 365 Finance and Operations upgrade project in process. We talk to project managers from both the partner and customer side to learn how each of them has navigated a challenging project with a very rigid deadline that is just two months away. From daily standup calls to project tools to executive sponsors, our guests, Arun (the customer project manager) and Ebrahim (the partner project manager) talk about their progress so far, technical hurdles of ERP on Azure, and how they have dealt with change management.

Show Notes:

  • 3:30 – Project basics – where it's at now and some current issues being dealt with.
  • 6:00 – Why the go-live date is so rigid on this project, and what how that has shaped the critical path and project management considerations.
  • 8:00 – Why this project has multiple critical paths (and why this project really looks more like two simultaneous projects)
  • 11:30: The Azure infrastructure skills gap when moving to F&O and the challenges of stabilizing on Azure as the services iterate rapidly
  • 15:00 – What differentiates an AX upgrade project from a D365FO upgrade project
  • 18:00 – Is it possible to accurately account for contingencies when working with a D365FO environment in Azure?
  • 22:00 – What kind of project methodology is the team using?
  • 27:00 – How fast are change orders being approved?
  • 28:30 – More details on the project team and user base size
  • 31:00 – How the project team is using Microsoft Project
  • 36:15 – Halfway through the project, how is the upgrade team's spirit holding up?
  • 40:30 – How to keep daily standup calls tidy
  • 42:30 – Final thoughts: Azure challenges are not to be underestimated
Feb 18, 2019

When Dynamics AX customers first examined Microsoft's cloud-first vision for Dynamics 365 for Finance and Operations, many of the questions revolved around how users could remain on-premises into the foreseeable future. As the years have passed and Microsoft has pressed its case for SaaS ERP, the hardline on-prem segment has diminished, partly due to a clear view of what on-prem D365FO really looks like and partly due to a ceaseless campaign by Microsoft (and other ERP vendors) to promote cloud as the default option for new projects. Microsoft's progress on addressing key regulatory, security, and technical concerns of the public cloud seems to be helping, too.

Stickiest of all the on-prem debates, however, has been the hybrid question: how can an organization run both public cloud ERP and support sites that can't afford to stop operating if they lose connection to the outside world. Microsoft promised an architectural answer to this challenge, but their progress remains uncertain. In the meantime, D365FO partners continue to work with clients to develop real-world solutions.

On this episode of the series, we talk with Ken Edwards, a practice lead at Centric Consulting, on how he advises clients on the challenge of hybrid. Ken has worked on multiple generations of ERP and CRM from both the customer and partner side and explains that, in his view, the progress Microsoft is making with D365FO will not only change the conversation about hybrid, but about ERP investment more generally.

Show Notes:

  • 1:00 – Introducing Ken Edwards
  • 3:00 – Where does Ken think Microsoft really at with hybrid scenario support? Anywhere?
  • 5:30 – How quickly are buyers' attitudes toward on-prem vs SaaS changing?
  • 8:00 – What kind of organization is starting to look hard at SaaS today?
  • 14:00 – Can teams realistically lower risk and cost on a cloud upgrade, and should they expect their partner can guide them?
  • 17:30 – Would you rather have a thousand three-user clients or three one thousand user clients for cloud ERP?
  • 22:15 – How is Microsoft reaching F&O customers directly with support tools?
  • 25:30 – What to listen for next from Microsoft with product roadmap, deployment capabilities?
  • 27:15 – The noticeable shift of accounting and ERP software from a business project to an IT project
  • 36:00 – Does Microsoft have an update this spring on its hybrid plans laid out in 2017 and early 2018?
Feb 12, 2019

CRM has been an accepted enterprise software market segment for decades at this point, but debate still rages about where to seek the next great opportunities for growth and innovation. Analyst Denis Pombriant of Beagle Research, sees consolidation around broad centralized platforms as one of the next big trends of CRM-related technology and economic impact. He recently wrote about his outlook for the CRM market in next decade for MSDW and we wanted to continue the discussion around topics like consolidation, platforms, industry-specific solutions, and the technology that could have the biggest direct impact.

In addition to advisory services in the enterprise software space, Denis has written three books, including, "Solve for the Customer," and "You Can't Buy Customer Loyalty, But You Can Earn It." Most recently Pombriant published, "The Age of Sustainability," about the economic and technical solutions to global warming.

Show notes:

  • 4:15 - SaaS and Cloud interrelationship – what drives what?
  • 7:45 – Why will platform drive the CRM ecosystem in the coming years?
  • 11:15 – What industries are ready for a new generation of CRM applications via platform opportunity?
  • 15:00 – Making micro-vertical scenarios a reality
  • 19:00 – Will any ISVs dedicated to the Microsoft business apps platform establish themselves as major vendors?
  • 25:00 – The evolving role of channel partners
  • 27:30 – The opportunity for software vendors to compete on pricing and licensing
  • 30:00 – What else Denis has planned for 2019
Feb 8, 2019

Our Microsoft Dynamics AX to 365 upgrade journeys podcast series continues (catch up on parts one and two) with a very different perspective: the observations of a Dynamics AX 2012 customer still in the planning stages of their next upgrade.

Kenny Mullican is CIO of Paragon Films, a plastics manufacturer based in Oklahoma and a Dynamics AX 2012 R2 customer. Paragon Films is the perhaps a perfect AX 2012 manufacturing customer. They use most AX modules, work across multiple sites, and, thanks to Kenny's team, have managed a stable, standards-based, lightly customized (relatively speaking) ERP solution for several years.

Now Kenny and his team are in the process of evaluating where to take their ERP solution in the future. An upgrade to Dynamics 365 for Finance and Operations would seem to be the logical path, but there are questions. Chief among them:

  • Is Microsoft ready with the tools and
  • How much will this effort cost? Or to put it another way, is it still an upgrade if it costs more than the original ERP deployment four years ago?
  • For a company that doesn't see value in a shift from capital expenses to greater operating expenses, is an on-premises deployment the only viable option?

Kenny walks through his team's approach to AX 2012, what he has learned so far about his D365FO upgrade options, and the questions that still remain. We are also joined once again by ERP and AX veteran Peter Joeckel of TurnOnDynamics to share his perspective on both manufacturing and AX upgrades.

Show Notes:

  • 3:00 – Paragon Films' AX deployment and ERP history
  • 6:30 – Why Paragon Films still sees room for improving and expanding their use of AX
  • 9:00 – Looking down the road to a D365FO upgrade: "It has to happen at some point"
  • 14:00 – Could Microsoft push back end of support for AX 2012?
  • 16:00 – Can partners transfer understanding from past AX to D365FO upgrade experiences to the next upgrade project?
  • 19:30 – The type of project estimates that AX customers are getting for D365FO upgrades
  • 24:30 – Adjusting from an AX level of access to a more restricted cloud solution
  • 27:00 – Why the operational expense of monthly per user fee of a cloud model doesn't appeal to all AX customers
  • 29:00 – Other concerns that a manufacturer has about going to the cloud
Jan 31, 2019

You might imagine that the choice between a new cloud or on-premises ERP solution would be carefully reasoned, with sober analysis and PowerPoint presentations leading to a final decision, the reality can feel more like a hostage standoff when real users start weighing their options.

In episode 2 of our series exploring Dynamics 365 for Finance and Operations (D365FO) upgrade and migration projects, ERP and AX veteran Peter Joeckel of TurnOnDynamics joins us to share his experience helping companies evaluate their options. As Peter explains, a D365FO upgrade evaluation is full of surprises, from the nature of the internal debate to the technical considerations.

For more on this episode, read Peter's related article.

Jan 25, 2019

On this episode we catch up with Nicholas Hayduk, founder of Engineered Code to learn more about what's coming next with Microsoft Dynamics 365 Portal based on the still-new April 2019 release notes. There are some exciting updates, like the removal dependencies on first party Dynamics app objects, and intriguing hints at the future like a new way to display of external data.

Nick is a Portal and Adxstudio veteran and he recently wrote about the April 2019 release wave on his blog.

Jan 24, 2019

What are Dynamics AX to Dynamics 365 for Finance and Operations (D365FO) upgrades really like? As fascinating as you might expect, and then some.

In episode 1 of a new series exploring current upgrade and migration projects, ERP and AX veteran Peter Joeckel of Turn On Dynamics joins us to make the case for why these projects are turning out to be so different from the many ERP upgrades and migrations he has seen in the last twenty years.

We also use this brief episode to lay out plans for subsequent podcasts in the series on topics like project management, organizational planning, and the technical readiness elements that have become critical to D365FO success.

Jan 7, 2019

On this episode we talk with John Silvani, President & CEO of Gravity Software. John wrote an article for MSDW in 2018 describing his experience running a SaaS ERP business built originally on Dynamics CRM Online and now on the Common Data Service and the Power platform. We talk about the evolution of Gravity's partnership with Microsoft, his thoughts on the evolution of CDS and the Power platform, and advice for other businesses looking to use Microsoft's business solutions ecosystem as their platform of choice.

Show Notes:

  • 1:20 – John's background in the Microsoft channel
  • 3:15 – Formalizing xRM and the decision to build on it.
  • 4:30 – Why doing xRM with all custom entities
  • 7:00 – How ISVs are adapting to licensing and product changes for PowerApps and CDS-based solutions
  • 12:00 – Managing the ISV relationship with Microsoft as an ERP vendor: cooperating vs competing
  • 17:00 – Expanding an ISV offering and ecosystem with platform tools like Flow
  • 20:45 – Gravity's channel building efforts. And advice to other prospective Microsoft partners.
  • 24:40 – What to watch from Microsoft in 2019
  • 26:00 – Trends from partners and buyers to watch for in 2019
1